Start with a sentence.
Bots take plain instructions. Pick your role, copy a starter prompt, and give it to a bot. Anything it would send, post, or change still comes to you first.
Sales
Every lead gets a fast first reply and a follow-up that does not slip, and you approve what goes out.
Skills it uses
- Lead capture
- Lead follow-up
- Research brief
Every morning, find the leads created yesterday with no follow-up. Draft a follow-up for each and ask me before sending.
When a lead comes in from the website form, add it to the CRM, assign it to me, and draft a first reply.
Before my 2 pm call, research the company I'm meeting and give me a one-page brief with sources.
Follow up with everyone who got a quote last week and hasn't replied. Stop as soon as they answer.
Front office
Bookings, reminders, and call follow-ups handled under your rules, with every text and email approved first.
Skills it uses
- Appointment booking
- Appointment reminders
- Inbox triage
- RealVoice call follow-up
Or install the Front Office template and get a coordinated team.
Book appointments from requests in the front desk inbox. Weekdays only, 9 to 5, and leave 15 minutes between visits.
The day before each appointment, send a reminder and ask the client to confirm.
After each RealVoice call, update the contact, draft a text offering our next open slots, and post the summary here.
Check the front desk inbox every hour. Label everything, draft replies, and flag anything urgent to me.
Bookkeeping
Bills entered, invoices drafted, and overdue accounts chased, all as drafts until you say go.
Skills it uses
- Bill intake
- Invoice from job
- Receivables follow-up
- Data transfer
When a bill arrives by email, read the attachment and enter it as a draft bill in our accounting system.
Draft an invoice for every job marked complete today.
Every Monday, send reminders on invoices more than 30 days overdue. Ask me before each one goes out.
Sign in to the supplier portal, export last month's statements, and copy the totals into our spreadsheet.
Marketing
Research, drafts, review replies, and the weekly report, written in your brand voice and posted only on approval.
Skills it uses
- Social post drafts
- Review responder
- Research brief
- Weekly report
Or install the Marketing Team template and get a coordinated team.
Draft three posts for next week from this product update, in our brand voice.
Check for new reviews every morning, draft replies, and post them when I approve.
Find out what our three closest competitors announced this month and summarize it with sources.
Every Friday, write the weekly report from what the team finished.
Support
Replies drafted from your own help articles, long threads boiled down, and the urgent ones surfaced.
Skills it uses
- Support reply drafts
- Inbox triage
- Document summary
Draft replies to new support emails using our help articles. Don't send anything until I approve it.
Summarize this thread: what the customer wants, what we promised, and what is still open.
Sort the support inbox by urgency and tell me which ones need me today.
Agencies
Run a bot team inside each client's own workspace, from one Operator account, with nothing shared between clients.
Skills it uses
- Research brief
- Social post drafts
- Weekly report
- Daily briefing
Or install the Marketing Team template and get a coordinated team.
Research this client's business brief and give me an evidence-backed summary with sources.
Draft this week's posts for this client using their brand rules and approved facts only.
Every Friday, write this client's weekly work report from their task list.
Each morning, tell me what is waiting for my approval in this workspace.
Not sure where to start?
Tell us what eats your week and we'll point you to the bots and skills that fit.
Put your first bot to work today.
Pick a plan, name your first bot, and hand it a job. Prices are in Canadian dollars, billed monthly.