For operations
The loops that come back every week
Triage, onboarding, escalation, status updates. Operations work is mostly recurring procedure, which is the one shape an AI handles well when it knows how your company actually does it.
The process exists. It lives in one person's head and a document nobody has opened since March.
19 ready-made procedures for this work
Every one of these is a real published skill, in every account from day one. Open any of them to read exactly what it does before you run it.
Triage My Inbox
Triage the communication inbox the user chooses, including email, LinkedIn, another professional messaging queue, or an explicitly requested combination.
Triage a Customer Request
Triage a customer request using the team's actual impact, urgency, SLA, entitlement, category, ownership, and escalation rules; gather only the context that can change the route, check known issues and duplicates, and prepare the correct next action.
Onboard a Customer
Build and coordinate a customer onboarding path from accepted goals, stakeholders, commercial commitments, product setup requirements, milestones, dependencies, risks, and ownership.
Escalate a Customer Issue
Package a customer issue into an actionable internal escalation containing verified customer impact, timeline, evidence, attempted resolution, current communication state, ownership, and an exact request for the receiving team.
Review Customer Health
Evaluate a customer account against accepted goals, success measures, meaningful product adoption, support experience, stakeholder relationships, commitments, renewal context, and the team's approved risk or opportunity definitions.
Onboard a New Teammate
Bring a confirmed new teammate or internal role-change employee up to speed across company context, people, projects, tools, access, and first-week priorities.
Build a Client Progress Report from Project Tools
Build a reviewable client progress report from approved project, account, analytics, communication, and operating context.
Close Open Loops
Find and resolve commitments, unanswered follow-ups, missing owners, stale statuses, contradictory records, and decisions that have not reached the right system.
Create or Update a Help Center Article
Convert verified product behavior, a resolved issue, an approved workaround, or a recurring customer question into accurate, searchable, customer-facing help-center documentation.
Debrief a Meeting
Turn a completed meeting into a grounded debrief with decisions, commitments, owned actions, unresolved questions, follow-up drafts, and proposed updates to the right systems.
Make a Warm Introduction
Find a credible relationship path between people and prepare a considerate warm introduction using approved relationship context.
Organize Receipts and Bookkeeping
Gather invoices, receipts, and payment evidence from approved email, vendor portals, files, and records; build a traceable transaction register; separate missing, duplicate, or ambiguous items; and prepare the next finance review or handoff.
Plan a Business Trip
Research, compare, organize, and where explicitly approved book a business trip across flights, rail, accommodation, ground transport, calendars, confirmations, and traveler-specific constraints.
Plan an Event
Plan and coordinate a professional event across goals, guests, dates, venue, vendors, budget, invitations, agenda, logistics, approvals, and run-of-show.
Prepare a Daily Brief
Prepare a concise, source-linked view of today's priorities, meetings, messages, commitments, risks, and decisions.
Prepare a Status Update
Prepare a concise, audience-specific status update grounded in current team, initiative, function, or company evidence.
Prepare for Meetings
Prepare a concise, actionable brief for an upcoming internal or external meeting by combining calendar context, participants, prior conversations, documents, projects, files, tabs, and relevant public information.
Research and Answer a Customer Question
Research a customer question across approved product documentation, help-center content, account history, prior cases, internal discussions, meetings, product records, and authoritative external sources; reconcile conflicting evidence and prepare a source-grounded customer response.
Set Up a Shared Team Workflow
Turn one trusted individual workflow into a shared team method with clear ownership, approved context, privacy boundaries, a verified handoff, reusable guidance, and a concrete recurring-operation plan.
Connect these first
You do not need all of them. One source is enough to tell whether an AI that knows your company is different from one that does not, and the free tier includes three.
Try it on your own company
Connect one source and ask it something only your team would know. No card, and the free tier does not expire.