AI for professional services founders, connected to the tools you actually use.
Pull every active client engagement from HubSpot, cross-reference with Asana project status, and flag any account where hours burned this month already exceed the retainer budget — draft a scope-alert email for each at-risk engagement in my voice before billing closes.
Calculate weekly utilization for each team member — pull their Asana task completions and Google Calendar client meetings from the last 7 days, compare against their billable target, and give me a utilization heatmap I can review in Monday's staff meeting.
Find every HubSpot deal in the proposal or negotiation stage that's been sitting without a next-step activity for more than 10 days — draft a personalized follow-up email for each prospect that references the specific pain we talked about on the discovery call.
Build this month's client status report for our top 5 accounts — pull project milestones from Asana, hours billed from Stripe invoices, open risks from Notion, and draft a two-paragraph update for each that I can send directly to the client contact on Friday.
Pull last quarter's revenue by client from Stripe, calculate blended margin for each account using hours from Asana and costs from Brex, rank by profitability, and flag any account where we're working at below 30% margin — I need to either reprice or restructure the scope.
Scan Gmail and Slack for any client feedback, complaints, or scope-change requests that came in this week but haven't been logged in Asana or Notion — create a task for each, assign to the right team member, and draft an acknowledgment reply to the client.
Search LinkedIn and the web for decision-makers at companies in our target segment who've recently posted about the problem we solve — compile a list of 10 warm prospects with contact details and draft a personalized LinkedIn connection request for each.
Draft renewal proposals for every retainer client whose contract ends in the next 60 days — pull the work delivered from Asana, results achieved from our Notion case note, and rate card from Stripe, then draft a value-first renewal email for each account.