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Use case · Operations

The office work runs on schedule. You stop being the schedule.

Briefs, digests, triage, and rituals that run whether you remember or not. This page is short on purpose — the agents that do this work are already in the library, ready to run today.

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Agents already doing this work

Pipeline Review Manager

Business Agent
  • Scan your brain for every open deal and its last touch
  • Rank the pipeline by which deals are going cold first
  • Draft the nudge for each deal that needs one today
  • Write the one-page review with the single most important call to make
it reported back

“Reviewed 17 open deals. Three need attention today — nudges drafted, review on your desk.”

GmailHubSpotBusiness Brain
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Proposal Drafter

Business Agent
  • Take the client name and scope you drop in
  • Read your brain for services, pricing, and the proof points that fit
  • Draft the full proposal — summary, deliverables, investment, next steps — in your voice
  • Stage it as a Gmail draft with the PDF attached, waiting on your send
it reported back

“Proposal for the Delta Wellness project drafted — 6 sections, PDF attached, staged as a Gmail draft.”

GmailBusiness Brain
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Quote Writer

Personal Brain
  • Take the job details you type or dictate from the truck
  • Read your brain for your services, rates, and how you position them
  • Produce a structured quote in your voice, line items and all
  • Hold it for your review before it reaches the customer
it reported back

“Quote drafted for the Hendersonville deck job: 4 line items, your standard terms. One tap to send.”

GmailBusiness Brain
Use this agent

Watch the office run itself

A weekly sweep that drafts the follow-ups, and a ritual that fires Monday at 8:00 whether you remember or not. Every draft waits for your approval.

Follow-Up Sweeps — weekly run
drafts wait for you

Gone quiet

  • Jenny at Acme

    Last touch: 24 days ago

  • Marcus at Beacon

    Last touch: 19 days ago

  • Sara at Delta

    Last touch: 31 days ago

  • Priya at Fieldstone

    Last touch: 17 days ago

  • Tom at Harbor

    Last touch: 26 days ago

Approval Inbox

  • Following up on the trial

    You asked for two weeks — checking where it landed.

  • That rollout question

    You mentioned a Q3 rollout. Still the plan?

  • Checking in after onboarding

    How did the first month treat your team?

  • The proposal you requested

    Wanted to make sure the proposal reached you.

  • Winter schedule slots

    Booking the winter schedule now — want your spot held?

5 drafts ready for your review

Ritual Scheduler — Monday, on time
set once, runs weekly
MON 8:00 AM

ritual fired

Weekly Pipeline Review

  • Draft 1 — Ridgeline: proposal follow-up before Thursday's committee
  • Draft 2 — Beacon: rollout check-in, Q3 timing
  • Draft 3 — Harbor: winter schedule hold, second nudge
Browser Agent — hosted browser
you approve each step
https://app.hubspot.com/contacts/Cancel
contacts · stale5 selected

  • Jenny Alvarez

    Acme Renovations · no reply · 21d

    Add to sequence

  • Marcus Boone

    Boone Fitness Studio · no reply · 19d

    Add to sequence

  • Priya Natarajan

    Lakeview Med Spa · no reply · 17d

    Add to sequence

  • Dale Whitfield

    Whitfield & Sons Roofing · no reply · 16d

    Add to sequence

  • Sofia Reyes

    Reyes Property Group · no reply · 15d

    Add to sequence

Click “Add to sequence” for 5 stale leads

Every irreversible action shows you the screenshot + reasoning + reversible/irreversible tag BEFORE it runs. You approve or reject each step.

Other use cases

Lead GenerationSales OutreachContent CreationResearchIdea to MVP