The full catalog — 14 workflows
Every workflow, explained properly.
No feature-list hand-waving. For each workflow: the problem it removes, exactly what it does and when it runs, what shows up on your Mac, and what it saves you. Everything here is how the product actually behaves.
01weekly (Monday) + daily briefing
Weekly Owner Report
Every Monday, your assistant compiles what every agent did — the leads, the reviews, the posts, the bookings, the invoices — into one plain-English note, plus a short briefing every morning. Included with every plan.
The problem
Most owners find out how the week went in fragments. A review you spot on Thursday. A voicemail you return on Saturday. An invoice you finally check Sunday night at the kitchen table. And once agents are doing real work for your business — chasing leads, answering reviews, drafting invoices — you need one place that tells you plainly what happened. Not a dashboard you have to learn. A note you can read.
What it does
Every Monday, your assistant — the one you named at signup — goes back through the week and writes down what every agent in your org actually did. The leads that came in and who followed up. The reviews that got answered. The posts that went out and the drafts still waiting on your approval. The bookings. The invoices. All of it in plain English, in one note, on your own Mac.
It also writes you a short daily briefing, so Monday's note is never a surprise. The briefing is the quick version each morning; the Monday report is the full picture of the week.
And this workflow sends nothing on its own, ever, by design. It has one reader: you. It does not post, reply, or email anyone. Its whole job is making sure that when your agents work, you know exactly what they did.
What you actually see
One note on your Mac every Monday morning, and a short briefing each day. No login, no charts to decode. It reads the way a report from your best employee would: here is what came in, here is what we did about it, here is what is waiting on you. Everything your agents drafted for your approval is part of that record, so nothing slips past unread.
What it saves you
The Sunday-night hour spent reconstructing the week from receipts and memory. Monday starts with you already knowing where the business stands — which leads are warm, which reviews are handled, what got billed — before your first job of the day. And it costs nothing: the Weekly Owner Report is free with every plan, always.
02daily
Review Responder
It watches Google, Yelp and Facebook for new reviews, drafts a reply to each one in your voice, and flags anything negative the same day. It keeps the Q&A section on your Google Business Profile answered, too.
The problem
Your reviews are your storefront now. Before a new customer calls you, they read what the last ten customers said, and they read what you said back. A glowing review with no reply looks like nobody is watching the shop. A bad review with no reply looks like the complaint was fair.
You know this. But replying means checking Google, then Yelp, then Facebook, then writing something polite from the truck between jobs. So it slips. And the one review that most needed an answer, the angry one, sits in public while you work.
What it does
Review Responder is a team of three: a Review Watcher, a Reply Writer, and a manager that checks everything before it's used. Every day the Watcher goes through your Google, Yelp and Facebook review pages. You paste in the links at signup, and it signs in once in its own browser window. When a new review lands, the Reply Writer drafts a response in your voice. Not a template. At signup you tell it what your business does and for whom, your tone in three words, and the things you never say, whether that's promising same-day service or quoting a price in writing. It writes inside those lines, and the manager reads every draft before you ever see it.
Anything negative gets flagged the same day and pointed at whoever you named to handle complaints, so an upset customer hears from a person, fast. The workflow also covers the Q&A section on your Google Business Profile. It answers only from the list of questions and answers you gave it. A question that isn't on the list gets a drafted answer and a note asking you to confirm. It never guesses on your behalf.
Every reply starts as a draft you approve. That is the default: nothing goes out with your business's name on it until you have seen it. Once you trust it, you can turn on auto-send — many owners auto-send the five-star thank-yous and keep everything else approve-first. Either way, it is always your call.
What you actually see
A short queue on your Mac: each new review with a finished reply sitting under it. You read, tweak a word if you want, and approve. A bad review shows up flagged, same day, with the draft already written, so the hard reply becomes the easy one to send.
Then on Monday, your weekly report lists the reviews that came in and the replies that went out, alongside everything else your agents did that week.
What it saves you
The nightly lap around three review sites, and the slower cost of silence. Every unanswered review is read by every future customer deciding whether to call you. With Review Responder, the answer is already written, in your voice, waiting for your yes.
03every 2 hours
Lead Follow-Up (speed-to-lead)
It watches every place a new inquiry can land, drafts a reply with your prices and your booking link, then keeps nudging on day 1, 3 and 7 until the lead answers. Every lead is logged, so nobody slips through.
The problem
A homeowner with a burst pipe does not wait for you. They fill out your contact form, and if nothing comes back, they call the next name on the list. 35–45% of home-service calls come in after hours, and businesses like yours currently answer under 18% of those. Forms, texts and DMs are no different. The inquiry lands while you are on a job, at dinner, or asleep, and by morning it is cold.
The other half of the problem is memory. When leads arrive across email, texts and three kinds of DMs, some never get a second touch. Not because you did not care. Because nothing was keeping the list.
What it does
Lead Follow-Up is three agents and a manager. The Inbox Watcher checks the channels you pick at signup — your email inbox, your website contact form, Instagram DMs, Facebook Messenger, Google Business messages, text messages, even voicemail transcripts — on a loop, every 2 hours, all day. It signs in to each account once, in its own browser window, and stays signed in. It never sees or types your password.
When a new inquiry appears, the Reply Drafter writes the first response. It writes in your tone, which you describe in three words at signup. It includes the starting prices you chose to share and your booking link if you have one. And it obeys your rules: it only replies inside the hours you set, and it never promises anything on your never-say list. If the lead goes quiet, the Follow-Up Tracker sends a short nudge on day 1, day 3 and day 7, and stops the moment they reply. Every touch is recorded against that lead.
All of this is approve-first by default. Every message starts as a draft with your name on it that you read and release. Once you have watched it work, you can turn on auto-send for the first acknowledgment only, so a new lead hears back even when you cannot look at your phone. Most owners do, after they have seen a few. Either way it is your call, per workflow, and you can turn it back off any time.
What you actually see
On your Mac, a short queue of drafts, each shown next to the inquiry it answers. You read one, tweak a line if you want, and approve it. That is the whole job.
Behind that sits the lead log: every inquiry, where it came from, what was sent and when, and whether they answered. Your Monday report rolls it up in plain English, so you see in one glance how many leads came in last week and what happened to each one.
What it saves you
The evening you currently spend cycling through four inboxes, and the jobs you lose in the gap. A lead that hears back fast usually stays yours. A lead that waits overnight shops around. This workflow closes that gap on every channel you have, around the clock, without a single message going out unread.
04weekly plan, daily posting
Local Social Content
It plans a week of posts at a time, drafts the captions and image briefs in your voice, queues everything for your approval, and posts what you approve. You stay the editor. It does the writing.
The problem
Posting is the job that always slips. You know the page matters, because people look you up before they call. But after a full day of real work, writing a caption is the last thing you have left in you. So a week goes quiet. Then a month. And every homeowner who checks your page sees a last post from spring and quietly wonders if you're still in business. A dead page doesn't just miss customers. It costs you the ones already looking at you.
What it does
Local Social Content is a small team: a Content Planner, a Caption Writer and a Poster, with a manager reviewing before anything is queued. Once a week, the Planner lays out the week ahead. You choose how many posts that means, from one to five, and it works in whatever you want promoted this month: a fall tune-up special, new Saturday hours, a new hire.
The Caption Writer drafts every post in your voice. At signup you give it your tone in three words, plus a list of things to never promise or say, like never same-day, never a price over email. It sticks to both. Each post also gets an image brief, because real photos of your work outperform stock every time. Point it at a folder of job photos and it attaches them itself, or it simply asks you for a photo each week.
Nothing is queued until the manager has reviewed it, and nothing posts until you approve it. Then the Poster takes over, publishing the approved posts on schedule, day by day, to the accounts you listed: Instagram, Facebook, Google Business Profile, TikTok, LinkedIn, Nextdoor, whichever you use. You sign in once and it handles the rest. And after you've watched it get your voice right for a few weeks, you can choose to turn on auto-send for this workflow so the whole week runs without you touching it. That switch is always yours.
What you actually see
Once a week, a full queue lands in the app on your Mac: every post drafted, dated, and paired with its image brief. You read it in a couple of minutes, tweak a line if you want, approve what you like and drop what you don't. The posts then go out through the week on their own. Every Monday, your weekly report lists what was posted, alongside everything else your agents did.
What it saves you
The hours you were never going to find. Planning, writing and posting a week of content is a real weekly job, and it's the one that always loses to paid work. This does the whole job and leaves you the two minutes that matter: the yes. Meanwhile your page stays alive, and to a homeowner comparing you against the company that posted yesterday, alive looks like open for business.
05every 4 hours
Booking Assistant
It reads every booking request, checks your calendar for open times, and drafts the confirmation and the reminder. Scheduling stops being a phone-tag job.
The problem
A booking is almost never one message. Someone asks about a water heater install, you ask what day works, they answer while you're under a sink, you reply after dinner, and by then they've called someone else. Every job on your calendar took three or four rounds of phone tag to get there. And the requests don't arrive in one place. They come through your inbox, your contact form, Instagram, Facebook Messenger, Google Business messages, texts, and voicemail.
Scheduling is also where mistakes cost real money. Book two jobs too close together, with no room for travel or cleanup, and you spend the afternoon apologizing from the road.
What it does
Booking Assistant is a small team: a Booking Reader, a Scheduler, and a manager that reviews their work before anything is confirmed. Every 4 hours the Booking Reader goes through the places you told it requests arrive, whichever of those channels you picked at signup. It signs into each account once, in its own browser window, and stays signed in. It never sees or types your password.
The Scheduler then checks the calendar or booking tool you named at signup for open times. It knows your business because you told it once: how long each service takes, the buffer you need between jobs for travel and cleanup, your hours, and your booking rules, right down to "no installs on Saturdays." So the times it proposes actually fit the job. Then it drafts the confirmation and the reminder in your tone, the one you described in three words when you signed up.
Nothing is confirmed behind your back. The manager checks the team's work, and then it all comes to you as drafts. If a request mentions something you never told it about, it asks you instead of guessing. And once you've watched it get the details right for a while, you can choose to turn on auto-send for this workflow. That switch is always yours.
What you actually see
On your Mac: drafts, waiting for a yes. A confirmation for Thursday at 9, sized to the job with your buffer after it. A reminder ready to go out the day before. You read each one, tweak a word if you want, and approve it in less time than it takes to finish a coffee. If you run the AI Receptionist too, the details from every answered call are filed here as well, exactly as if someone had written them down.
Every Monday, the bookings it handled show up in your weekly owner report, next to everything else your agents did.
What it saves you
The back-and-forth, mostly. Every round of phone tag you skip is minutes back in your day, and a request that has a drafted reply within four hours instead of tomorrow night is a job that stays yours instead of going to whoever answered first. Your calendar fills while you work, the jobs land with room to breathe between them, and evenings stop being when you do your scheduling.
06every 2 hours
Email Reply Drafter
It reads the routine questions filling your inbox, writes the reply in your voice, and saves it straight into your own Drafts folder, in the thread. You open it, tweak if you like, and hit Send. Nothing it writes ever sends on its own.
The problem
Most of your inbox is the same five questions on repeat. What are your hours. Do you cover my area. Do you do X. What does it cost. Each one takes two minutes you don't have while you're on a job, so they sit. Then they pile up, and answering them becomes your evening. And every hour a question sits unanswered, the person who asked it is one step closer to calling someone else instead.
What it does
The workflow is a small team: an Email Reader and a Reply Drafter, with a manager reviewing their work. Every 2 hours, the Email Reader checks the inbox you pointed it at. It signs in once, in its own browser window, and stays signed in. It never sees or types your password. It reads what's new and picks out the routine questions, the hours, prices, location, and "do you do X" messages that don't need you to think, just to type.
The Reply Drafter then writes each answer from the facts you gave at signup: your hours, your service area, your list of common questions with your answers, and your tone in three words. It only answers from that list and your hours and prices. A question your list doesn't cover still gets a draft started, with the answer left for you. Your price policy is followed too. You decide which prices can go out by email and which need a human, and your list of things to never promise or say is exactly that, never.
Before anything is filed, the manager reviews it. And here is the part built in on purpose: this workflow has no auto-send, by design. Not off by default. Not an option buried in settings. It does not exist. Every single reply is a draft with your name on it that you see before it goes anywhere, every time.
What you actually see
You open your email like normal and your Drafts folder has replies waiting, each one sitting in its own thread, addressed and written. Read it, change a word if you want, hit Send. It goes out from your own address because it is your own draft. That send button is the approval step, and your Monday owner report lists what the team drafted alongside everything else your agents did that week.
What it saves you
The hour after dinner spent typing your hours and service area for the tenth time this week. More than that, it saves the customers who would have quietly moved on while their question waited. Answers go out fast because your only job is to hit Send, and the writing is already done.
07daily
Review & Referral Requests
After every completed job or visit, it drafts a thank-you plus a request for a review or a referral, and it tracks who has already been asked so nobody gets asked twice.
The problem
Ask a happy customer for a review a week later and the moment is gone. Ask the same evening, while the fixed water heater or the fresh haircut is still on their mind, and they will actually do it. The trouble is that the same evening is when you are driving home, pricing tomorrow's work, and answering the day's messages. The thank-you you meant to send is the first thing that gets dropped.
That costs more than it looks like. Your reviews are the first thing a future customer reads about you, and referrals are the cheapest work you will ever win. Both come from asking. Most businesses simply never ask.
What it does
This workflow is a small team: a Job Spotter and a Request Writer, with a manager reviewing their work. Once a day, the Job Spotter checks for jobs that just finished. It uses whatever signal you gave at signup: a calendar appointment that has passed, a job marked done in your booking tool, or a line you add to a simple done note. However you already track finished work, it reads that. Nothing new to learn.
For each finished job, the Request Writer drafts a short thank-you plus the ask: your review link, and your referral offer if you have one. It writes in the tone you described at signup, and the message goes out the way you chose, by email, by text, or over whichever channel the customer used to reach you. The manager checks every draft before it gets anywhere near a customer.
It also keeps a running record of who has already been asked, so nobody gets the same request twice. And it is approve-first: every message is a draft until you say send. Once you have watched it for a while and trust the wording, you can turn on auto-send for the thank-you and review link. Many owners do exactly that. It stays your call, whenever you are ready.
What you actually see
Each day, the finished jobs turn into a short stack of ready-to-go drafts on your Mac: the customer's name, the message, the link. You read each one, tweak a word if you like, approve it, and it goes out. Skip any you would rather not send.
If you have turned auto-send on, you see what went out instead of what is waiting. Either way, Monday's owner report includes what this team did for the week, so the asking never becomes invisible work.
What it saves you
It saves the follow-up you keep meaning to do and never get to. Every completed job becomes an ask, made at the moment the customer is most likely to say yes, without you typing a word at the end of a long day. Reviews build up because asking became automatic, your referral offer gets mentioned every single time instead of when you remember, and the record-keeping means you never annoy a good customer by asking twice.
08monthly (first Monday)
Competitor & Local Watch
Once a month, it finds your local competitors on its own, checks their prices, promos and reviews, spots local events worth posting about, and boils it all into one short brief.
The problem
Keeping an eye on the competition is the job that never makes it to the top of the list. You mean to check what the other shops in your area are charging, whether anyone is running a promo, what their reviews say. Then the phone rings, and another month goes by.
So you find out the hard way. A customer mentions that the company across town is cheaper. A local event that would have made an easy, timely post comes and goes without you. None of it shows up as a line on an invoice, but all of it costs you work.
What it does
Competitor & Local Watch is a small team: a Market Scout, a Brief Writer, and a manager who reviews their work. On the first Monday of every month, the Market Scout goes looking. It identifies your local competitors itself, working from the two answers you gave at signup, what your business does and the area you serve. You are never asked to name your competitors, and you never have to keep a list current.
For each one, it checks the things that actually move your business: their prices, their promos, and their reviews. While it is out there, it also spots local events worth posting about, the kind that make an easy post for whoever handles your socials.
The Brief Writer then boils all of it down into one short brief, and the manager reviews it before it reaches you. This workflow never sends anything on its own, by design. It does not post, does not email, does not touch anything public. The brief is intelligence for your eyes only, and what you do with it is entirely your call.
What you actually see
On the first Monday of each month, one short, plain-English brief lands on your Mac inside the app: who your competitors are right now, what they are charging, what they are promoting, what their reviews say, and any local events coming up that are worth a post. Your weekly owner report notes the run too, so it sits in the same Monday note as everything else your agents did.
There is nothing to approve, because nothing leaves your business. Reading it is the whole job.
What it saves you
Doing this yourself means an afternoon of searching, tab by tab, every month, which is exactly why it never happens. A typical run costs a few cents, billed to your own Anthropic account. More importantly, you stop learning about a competitor's price change from a customer, and you stop hearing about the street fair the weekend after it ended.
09daily
Invoice & Payment Reminders
You did the work. This makes sure you get paid for it: invoices drafted when a job wraps, and polite reminders that chase the overdue ones on a schedule, from whatever invoicing tool or ledger you already use.
The problem
The invoice is the job after the job. You finish at a customer's house at five, and somewhere between dinner and bed you are supposed to sit down and bill for it. So it slides to tomorrow, and tomorrow slides to the weekend. Every one of those days is money you have already earned and have not asked for yet.
Chasing overdue invoices is worse. Nobody likes writing that email. It feels awkward, so it waits. The customer who would have paid on a friendly nudge at day three pays at day thirty instead, or not at all.
What it does
This workflow is two agents and a manager. The Invoice Drafter watches for finished jobs. At signup you tell it how it knows a job is done and what to bill from — a calendar event plus your price list, the job in your invoicing tool, or a line you add to a note — and it drafts the invoice on your own payment terms, whether that is due on receipt, net 15, or a deposit with the balance on completion.
The Payment Chaser watches what is still unpaid and drafts reminders on the schedule you choose, written in the tone you gave the business in three words. A common setup: gentle at day 3, firm at day 10, final at day 21, then hand it to you personally. If a late fee is part of your written terms it applies it. If not, it never invents one. A manager reviews every draft before it reaches you.
It runs daily and works from whatever invoicing tool or ledger you already use, even if that is a spreadsheet. Everything is approve-first: nothing is sent and nothing is charged without your OK. Once the reminders have earned your trust, you can turn auto-send on for those alone. That switch is yours, and it stays off until you flip it.
What you actually see
Each day the app on your Mac shows you a short stack of drafts: new invoices for jobs that just finished, and reminders for anything overdue, each one naming the customer, the amount, and how late it is. You read, tweak if you like, and approve. You sign in to your inbox once, in the agent's own browser window, and it stays signed in. It never sees or types your password.
If you do turn auto-send on for reminders, the chasing happens without you, and Monday's owner report counts it up alongside everything else: what was invoiced and what was chased.
What it saves you
The nine o'clock invoicing session, mostly. Invoices go out the day the work is done instead of the week after, which shortens the gap between earning money and receiving it. And reminders go out on time because that is the schedule, not because you finally worked up to an awkward email. You stay the person who did great work. It gets to be the one who asks about the bill.
10every 4 hours
Quote & Estimate Builder
It turns a job request into an itemized estimate priced from your own rate sheet, ready for you to approve and send. Then it chases the ones that go quiet on day 2 and day 7, and logs every win and loss.
The problem
Quoting is the work between the work. A customer describes a job, and now you owe them a number. So you price it in your head in the truck, or at the kitchen table after dinner, and hope you remembered your own rates right. Every hour that estimate sits unwritten, the customer is calling the next company on the list.
And the estimates you do send have a second life you rarely see. Some get accepted. Most just go quiet. Nobody in your business has the time to circle back on every open quote, so jobs you already priced slip away without a fight.
What it does
The workflow is three agents with a manager reviewing their work. The Job Reader checks the places you told it new inquiries arrive, every 4 hours, and pulls out what the customer is actually asking for. The Estimator then builds the estimate, and here is the important part: it prices only from the rate sheet you gave it at signup. Your labor rate, your flat rates, your materials markup, your trip fee. It cannot invent a price, because it has nowhere to invent one from. Each estimate comes out itemized, with a valid-until date set by the quote validity you chose.
It also follows your rules about what can be quoted from a description or photos and what has to be seen in person. If a job is on your in-person list, it says so instead of guessing at a number you would have to walk back.
Once an estimate goes out, the Estimate Tracker takes over. If the customer has not answered by day 2, it drafts a follow-up. Still quiet on day 7, it drafts another. And every estimate gets logged as won or lost, so you can see what your quotes actually turn into. This workflow never sends anything on its own, by design. An estimate is a promise about money, so it always waits for you.
What you actually see
Every 4 hours, any new job requests become drafted estimates waiting on your Mac. You open one, read the line items, fix anything you want, and approve it to send it, in the format you told it you use today. The day-2 and day-7 follow-ups show up the same way: short, drafted, waiting for your yes.
Your Monday owner report includes what this team did all week: estimates drafted, follow-ups sent, and which quotes were won or lost.
What it saves you
The evening pricing session, first of all. The math and the typing are done before you look, and your only job is the ten-second read and the approval. But the bigger save is the jobs themselves: the one you would have lost to a faster quote, and the one you already priced that just needed a nudge on day 2. Those were your jobs. This keeps them yours.
11daily while a role is open
Hiring Helper
When you need to hire, it drafts the job post from a few answers, screens every applicant against your must-haves, ranks them with a one-line summary each, and keeps a running shortlist, so you spend your time interviewing the best people instead of digging for them.
The problem
Hiring is a second job that shows up exactly when you have no time for one, usually because you are already short a person. The post gets written at nine at night. Applications pile into an inbox you check between jobs, and most of them miss your basic requirements. Meanwhile the one applicant you really wanted takes another offer, because a week went by before anyone replied.
What it does
Hiring Helper is three agents with a manager reviewing their work. When a role opens, the Job Post Writer drafts the post from answers you gave at signup: the role, your must-haves and deal-breakers, the pay range shown right in the post, written in your tone and shaped for the boards you actually use, whether that is Indeed, ZipRecruiter, Craigslist, Facebook, LinkedIn, or your own website.
As applications arrive, the Applicant Screener reads every single one against your must-haves. No license when you require one, can't work Saturdays when you need Saturdays: screened out, with the reason noted. The rest are ranked, each with a one-line summary, into a shortlist that stays current. It runs daily while the role is open, so today's applicants are read today, not the weekend after.
The Interview Scheduler drafts interview invites built around the times you said your interviewer is actually free, and polite declines for everyone else, so nobody is left wondering. All of it is approve-first: nothing is posted and no candidate hears from your business until you say OK. Once you trust it with, say, the polite declines, you can choose to turn on auto-send for this workflow. That is always your call.
What you actually see
Each day a role is open, you open the app on your Mac to a ranked shortlist: names in order, a one-line summary on each, screened-out applicants set aside with the reason. Next to it sit the drafts waiting on your OK, from the job post itself to interview invites matched to your availability and declines for the rest. Approving takes a minute. Reading forty applications yourself takes an evening. What the team did also shows up in your Monday owner report, alongside everything else your agents handled that week.
What it saves you
The hours are the obvious part: writing the post, reading every application, going back and forth over interview times. The bigger save is speed. Good technicians and office staff get snapped up, and the business that replies the same day has the edge. Because screening runs daily while the role is open, your best applicant is holding an interview invite while other shops are still opening resumes, and the empty seat stops costing you turned-down work that much sooner.
12daily
Customer Record Keeper
After every call, booking or email, it logs or updates that customer's record. Contact details, what they bought or asked about, notes. All in whatever spreadsheet or CRM you already use, or a simple one built for you.
The problem
It is 7pm. You ran jobs all day, and everything you learned lives in your head, your texts, and a note on the dash. Who called, what they wanted, what you quoted. Data entry is the admin task owners hate most and skip most. So the customer list goes stale, and the next time that customer calls, you start from zero.
That list is worth real money. It is who to follow up with, who spent what, who found you how. It only pays if someone keeps it current, and after a ten-hour day, nobody does.
What it does
Customer Record Keeper is a small team: an Interaction Collector, a Record Writer, and a manager who reviews their work. Every day, the Collector goes through the accounts you pointed it at when you signed up. Your inbox, your DMs, your calendar or booking tool. It signs into those accounts once, in its own browser window, and stays signed in. It never sees or types your password.
The Record Writer turns what the Collector found into record updates: a new customer added, an existing one updated with what they asked about, what they bought, when you last talked. It writes in whatever you already use, whether that is a Google Sheet, HubSpot or Jobber. If you keep records nowhere yet, it builds you a simple spreadsheet to start. You choose the fields that matter at signup: name, phone, how they found you, service type, amount spent, next follow-up, notes.
Nothing is written without you. Every update the team prepares is a draft the manager checks and you approve. Your records are what you run the business on, and this workflow never touches them behind your back. If you add the AI Receptionist, every answered call's summary gets filed here too, exactly as if someone had written it down.
What you actually see
Each day, a short stack of proposed updates on your Mac: new customers to add, existing records to update, each one showing exactly what will change. You skim, approve, done. Only then does anything land in your sheet or CRM. On Monday, the weekly report your assistant writes shows what got logged, alongside everything else your agents did. And it all runs on your own Mac, so your customer data stays with you.
What it saves you
The end-of-day admin hour, first. But mostly it saves the money that leaks out of a stale list: the returning customer who got treated like a stranger, the follow-up that never happened because nobody wrote it down. A record kept every single day, without you doing the keeping. This one never skips it.
13the moment a call ends
AI Receptionist
A phone receptionist that answers every call to your business, day and night. The moment a call ends, the details land in your customer records, bookings and leads, exactly as if someone had written it down.
The problem
Between 35 and 45 percent of home-service calls come in after hours, and businesses like yours currently answer under 18 percent of those. The rest ring out. A caller who rings out doesn't leave a voicemail and wait patiently, they call the next name in the search results. Every one of those calls was a job you never even got to quote.
Daytime isn't much better. You're under a sink or up a ladder, the phone buzzes, and you have to choose between the customer in front of you and the one trying to reach you. Either way, somebody loses.
What it does
The answering side is set up for you by Apollo Automations when you sign up. You make one choice: a new number to advertise, or keep the number you already have and forward it, with the setup steps arriving by email. From then on the receptionist answers every call to that line, 24 hours a day, seven days a week. The add-on includes 500 minutes of answered calls a month, about 150 calls, and wrong numbers and hang-ups under 15 seconds don't count against it. If a month is running heavier than that, we tell you before you get there, and you can add minutes or move up a tier. The line never stops working.
The part in this pack is what runs on your Mac. A Receptionist Call Router wakes the instant a call ends. It takes the transcript, the summary and the caller's details and files them into whichever of Customer Record Keeper, Booking Assistant and Lead Follow-Up you have, exactly as if someone had sat by the phone and written it all down. A manager checks the filing behind it.
One thing worth reading twice: nothing in this pack calls anyone or sends anything. It files. Whatever a caller sets in motion, a booking to confirm, a lead to chase, becomes work for those other workflows, where everything outgoing starts as a draft for you. The receptionist gets every call written down. You stay the one who decides what goes out with your name on it.
What you actually see
At signup, your number and the setup steps arrive by email. After that, every call shows up on your Mac the moment it ends: a transcript, a plain-English summary, and the details already filed where they belong. A new customer is in your records. A job request is sitting in your bookings. A maybe is on your leads list. You didn't type any of it.
It rolls up too. Your Monday owner report pulls the week together, so the bookings and leads that started as phone calls are right there next to everything else your agents did.
What it saves you
An answered call at 9pm on a Tuesday is a job that stays yours instead of going to whoever picks up next. The filing is the quiet half of the savings: no numbers scribbled on receipts, no trying to remember what the caller said, no typing up the day's calls after dinner. For $100 a month the phone gets answered every time it rings, and every call ends up written down where it belongs. That used to take a person at a desk.
14on request, plus a monthly seasonal check
Paid Ad Drafter
It writes your ads. You keep the wallet. Platform-correct copy, sized to real character limits, and for home-service trades a check of your Google listing against what actually moves the ranking. It never touches an ad account and never spends a dollar.
The problem
Writing ad copy is a strange, fiddly skill. Every platform has its own character limits, its own rules, its own idea of what a headline is. You write something honest and the platform cuts it off mid-word. And if you run a home-service trade, Google's Local Services Ads barely care about your copy at all. They care about your listing, and nobody tells you which parts of it actually matter. So the choice becomes paying someone to write three headlines, or doing it yourself at nine at night. Neither feels right.
What it does
Three agents split the work. An Ad Strategist decides the track. If you are a home-service trade, that means Local Services Ads, and it runs a check of your Google Business Profile or Local Services Ads listing against what actually moves the ranking. For everyone else, it means general search and social ad copy. A Copywriter then drafts the variations: headlines, body text and calls to action, each sized to the real character limits of the platforms you picked at signup. An Ad Manager reviews all of it before anything reaches you.
One guardrail is worth naming. It will not draft platform-specific copy until it has confirmed it is looking at your real listing. A business with your exact name in another town is a real trap, and rather than guess, it hard-stops and asks you to confirm the right one. If you paste your listing link at signup, you save it the search.
It runs whenever you ask, plus a monthly check to see whether your copy still fits the season ahead. Your signup answers feed it everything it needs: what the business does, your service area, your tone in three words, which platforms you use. The rough ad budget you give is used for one thing only, sizing how many variations are worth drafting. It is never used to place an ad or spend anything. That is the design: draft-only, always. Nothing here can log into an ad account, and nothing here can spend your money.
What you actually see
A set of finished ad drafts on your Mac, each labeled with its platform and already inside that platform's limits, ready to copy and paste into your own ad account whenever you choose. Home-service trades also get plain-English notes from the listing check: what your listing shows today and what actually affects your ranking. Nothing runs until you paste it yourself, and your assistant's weekly report lists what was drafted so nothing gets lost.
What it saves you
The evening you would have spent fighting a character counter, and the fee you would have paid someone to fight it for you. Ads that fit the platform on the first try instead of the fourth. And complete control of the spend, because every dollar of ad budget stays exactly where you put it. This workflow cannot move one.
Pick yours
Hire the ones your business needs.
$750 setup, $100/month for the platform and every workflow you pick (AI Receptionist +$100/month) — the Weekly Owner Report rides along free.