SaaS & Tech.
Ship Features, Not Fires

Email Nurture Sequence Refresh

Finds the weak steps in your Brevo nurture sequence with numbers, drafts refreshed variants, and stages the update plan.

6 agents

Newsletter Issue Builder

Turns your content, updates, and curated links into a drafted Brevo campaign — with subject variants, never sent.

6 agents

Review-to-Testimonial Amplifier

Turns 5-star reviews and kind words into permission-first testimonial asks — drafts staged, usage rights stated, never sent blind.

SEO Content Brief Writer

Research what ranks, find the gaps, and hand your writer a complete SEO brief — outline, entities, questions, and all.

Video Content Repurposer

One video becomes a LinkedIn post, X thread, newsletter section, and short-video script — all staged, none posted.

Webinar and Event Follow-Up

Segments attendees from no-shows after the event, drafts per-segment follow-ups, and files the recap task — all staged.

Weekly Social Post Drafter

A week of on-brand, platform-native social posts with researched hashtags — all drafts, zero posting connections needed.

Marketing & Ads

Competitor Ad Shift Responder

Catches competitor angle shifts from public pages, drafts counter-angles plus 3 ad variants per shift, and alerts Slack.

Competitor & Market

Pricing Benchmark Brief

Name a product, get the market's real prices next to yours — positioning read, recommended moves with math, every number sourced and dated.

11 agents

Follow-Up Sequence Writer

Turns a selected deal or contact into a personalized 3-touch sequence — drafted, voiced, and staged on a day-3/day-7 cadence.

Forecast Risk Brief

Know which deals are stalling, slipping, or single-threaded before the forecast call — with a range and an ask list.

Lead Enrichment, Scoring & Routing

Every new HubSpot contact arrives enriched, scored against your ICP, and routed to an owner — nothing sits untouched.

Meeting Prep Dossier

Walks you into every external meeting with a one-page brief on who they are, what they care about, and what to say.

Prospect Dossier

Name a company and get a sourced one-page dossier — firmographics, triggers, tech-stack signals, and talk tracks.

Stale Pipeline Reviver

Finds the HubSpot deals that went quiet, researches a real reason to reach back out, and stages a revival email for each.

Weekly Win/Loss Digest

Every week, a Slack digest of what you won and lost — and the patterns behind it.

Calendar Event to Prep and Tasks

Before the meeting: a drafted agenda. After it: a recap with one staged Asana task per action item.

Inbox Triage Desk

Classify your Gmail unread pile with reasons, draft replies for the routine ones, and file real action items as Asana tasks — never auto-sends.

Meeting Operations Manager

Every meeting gets an agenda before it happens and minutes with owned action items after — nothing evaporates between calls.

Project Status Digest

Weekly Asana digest: blockers with evidence, aging tasks, at-risk deadlines, and workload skew — posted to Slack only on your sign-off.

SOP & Knowledge Curator

Recurring processes get captured as living SOPs, and stale ones get flagged before they bite.

Vendor Procurement Coordinator

Vendor quotes, renewals, and PO paperwork stay tracked and compared without the spreadsheet scramble.

Account Health Compiler

Usage, support, and billing signals fuse into one health score per account — with the playbook to act on it.

Advocacy Pipeline Manager

Happy customers become reviews, case studies, and referrals on purpose — not by accident.

Churn Interview Runner

Every churned account gets a real exit interview, and the themes land in one synthesis — not in one person's memory.

Customer Onboarding Series

A deal goes Won and the whole onboarding arc — welcome, getting-started, check-in emails plus Asana kickoff tasks — is staged before the champagne goes flat.

NPS & Feedback Miner

Mines every survey response and feedback email into ranked themes by segment — then stages referral asks for promoters and same-day human escalation for detractors.

Quarterly Business Review Builder

Name an account, get a full QBR — value delivered, adoption, risks, next-quarter plan — built from CRM history plus the customer's own public quarter, with sources.

13 agents

Renewal Risk Watch

Every week, know which customers are drifting toward a bad renewal — risk-ranked with evidence, and save-play emails staged before the renewal date does the talking.

13 agents

Support Escalation Desk

Inbound support gets triaged to severity in minutes, and SLA breaches page before the customer escalates.

Budget Variance Analyst

Actuals vs budget by category with the narrative behind every variance — ready before the monthly review.

Dunning & Collections Agent

Failed and expiring subscriptions get one respectful, personalized recovery email each — segmented by value, capped by policy, staged for your approval, retries proposed never fired.

Expense Report Auditor

Employee expense reports check themselves against policy before they ever reach an approver.

Invoice Chaser

Unpaid Stripe invoices get polite, aging-appropriate reminders — 3/7/14/30-day tone ladder, per-customer caps, quiet hours, and nothing sends without you.

Payroll Prep Checklist

Payroll day stops being a scramble — hours, time-off, and anomalies gathered into one readiness checklist.

Purchase Order Tracker

Every PO is tracked from raised to paid, and nothing ages past due without a nudge.

Refund Anomaly Detector

Spots the refund patterns that smell wrong — repeat refunders, refund-after-usage, policy violations — scored with real numbers, delivered as staged investigation notes.

Stripe Payment Reconciler

Match every Stripe payment, fee, and refund against your orders — mismatches, duplicates, and fee oddities flagged in real dollars, staged for review.

Subscription Expense Auditor

Every SaaS subscription gets inventoried, scored for waste, and put on a renewal calendar — automatically.

Weekly Cash Brief

Every week: what came in, what went out, refunds, fees, and MRR movement — every change explained and every anomaly called out with its dollar impact.

Board Update Composer

the monthly board/investor update drafts itself from live metrics, so it ships on time every month.

Leadership Weekly Scorecard

one scorecard every week: the five numbers that matter, why they moved, and the one decision each needs.

Morning Command Brief

One morning brief: today's calendar, the email that actually needs you, Asana tasks due, and overnight Slack highlights.

12 agents

OKR Progress Tracker

every key result gets scored weekly from real project activity, and blocked KRs surface before the review does.

Weekly Business Review

One weekly roll-up across HubSpot, Stripe, Shopify, and Asana: what moved, what stalled, and a single recommendation.

12 agents

Candidate Screener

Score applicants against an approved rubric with cited evidence, draft tailored interview questions, and get a ranked shortlist — never auto-answers a candidate.

11 agents

Interview Scheduling Coordinator

Candidate interviews book themselves around real panel availability, with feedback chased automatically.

New-Hire 30-60-90 Onboarding Plan

A complete 30/60/90 onboarding ladder for a new hire — staged Asana tasks, calendar checkpoints, and a Slack buddy DM, behind one approval gate.

12 agents

People Ops Pulse Analyst

a recurring employee pulse turns into trends, themes, and early attrition flags — not a one-off survey.