Team of 5
Starter
A team of five. Usual mix: shared inbox, calendar, bookkeeping, sales, and vendor follow-up. You can swap jobs.
- Shared InboxSorts a shared inbox, marks what is urgent, and writes replies from facts you already trust. You set whether it only drafts or also sends.
- CalendarProtects the calendar: proposes times, holds slots, prepares agendas, and turns meeting notes into assigned next steps. You set whether it only drafts or also confirms and sends.
- BookkeepingCloses the month from receipts, matches invoices to POs and bank, stages PDF lines for the books, and drafts reminder notes. You set whether it only drafts or also posts and sends.
- SalesUpdates the CRM from calls and mail, reads inbound leads and form submissions, and runs the customer kickoff. You set whether it only drafts or also sends.
- Vendor Follow-upDrafts a vendor follow-up from overdue lines, notes, packing lists, or a purchase order. You set whether it only drafts or also sends.