Chief of Staff
Available NowBriefs you every Monday with top 3 priorities, pipeline status, and what needs attention. Closes out every Friday with what shipped.
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Real-World Use Case
Chief of Staff
A wealth management firm serving 42 families used their Chief of Staff to prepare a one-page brief before every client meeting. Every conversation started with the advisor already knowing the family's latest priorities, upcoming events, and open action items. The clients never knew it was AI. They just thought their advisor had a perfect memory.
Learn More →Content Director
Available NowWrites LinkedIn posts, articles, and case studies in your voice. Trained on your tone, your stories, your positioning. Not generic AI output.
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Real-World Use Case
Content Director
A construction company owner hadn't posted on LinkedIn in months. After installing their Content Director with voice calibration, they published 20 posts in 30 days without writing a single word. Three posts generated inbound leads from contractors who said "I didn't know you did that."
Learn More →Operations Coordinator
Available NowSession prep, post-meeting debriefs, follow-up emails, value reports. Keeps client delivery running without dropped balls.
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Real-World Use Case
Operations Coordinator
A tax consultancy used their Operations Coordinator to automate the entire post-meeting workflow. Interview transcripts went in. Technical narratives, follow-up emails, and client-ready reports came out. What took an analyst 2 hours now took 10 minutes of review.
Learn More →Product Manager
Available NowBuilds and maintains your AI team map. Creates new skills. Manages product specs and documentation.
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Real-World Use Case
Product Manager
A SaaS founder mapped their entire product roadmap as an interactive visual page and deployed it to a live URL in 15 minutes. No designer. No developer. No DNS configuration. Just a spec and a deploy command.
Learn More →Client Success Manager
In QARuns the full post-session pipeline: debrief, value report, follow-up emails, and case study draft, all in parallel from one transcript.
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Real-World Use Case
Client Success Manager
An insurance agency delivered same-day post-session packages to every client. The AI generated the debrief, quantified the value, drafted three follow-up emails, and outlined a case study. The agent just reviewed and hit send.
Learn More →Market Intelligence Analyst
In QACompetitive research, market trends, audience analysis. Delivers visual research decks with sources and actionable insights.
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Real-World Use Case
Market Intelligence Analyst
A real estate investment firm requested a competitive landscape analysis for a new market on Friday afternoon. Monday morning, a 20-page visual deck was waiting: top competitors, pricing benchmarks, audience demographics, content gaps, and three recommended positioning angles.
Learn More →CRM Manager
Coming SoonPipeline management, lead scoring, follow-up sequences, contact enrichment. Never lets a lead go cold.
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Real-World Use Case
CRM Manager
A consulting firm replaced sticky notes and spreadsheets with an AI CRM manager. Every lead was scored, every follow-up was scheduled, and every Monday the pipeline report surfaced the three deals most likely to close that week.
Learn More →Discovery Interviewer
Coming SoonProspect qualification, intake interviews, needs assessment. Pre-qualifies leads before they reach your calendar.
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Real-World Use Case
Discovery Interviewer
An accounting firm pre-screened 15 prospects in one week. The AI conducted structured intake interviews, scored readiness, and flagged the 4 most qualified. All 4 booked calls. All 4 closed. The other 11 got nurture sequences instead of the partner's time.
Learn More →Compliance Officer
Coming SoonDeadline tracking, renewal alerts, regulatory calendars. Cross-entity obligation monitoring for multi-entity operators.
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Real-World Use Case
Compliance Officer
A holding company with 8 LLCs across 4 states consolidated every filing deadline, insurance renewal, and regulatory obligation into one weekly report. The AI flagged 3 upcoming deadlines that had been missed the previous year. Total cost of those misses: $14,000 in late fees.
Learn More →Financial Controller
Coming SoonInvoice tracking, revenue reporting, expense categorization, cash flow alerts. Monthly P&L without a bookkeeper.
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Real-World Use Case
Financial Controller
A professional services firm knew their exact margin by client, by month, by service line. No spreadsheet gymnastics. The AI pulled invoice data, categorized expenses, and produced a clean P&L every month-end. The partner spent 10 minutes reviewing what used to take a bookkeeper 6 hours.
Learn More →Strategic Advisor
Coming SoonQuarterly planning, competitive positioning, pricing decisions, partnership evaluation. Thinks in quarters and years so you can focus on this week.
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Real-World Use Case
Strategic Advisor
A founder evaluated three partnership offers in one afternoon. The AI scored each against five strategic criteria, modeled the revenue impact, identified the risks, and recommended walking away from two of them. The founder had the confidence to say no because the analysis was thorough.
Learn More →System Health Monitor
Coming SoonDaily, weekly, and monthly maintenance checks. Catches stale data, broken processes, and outdated context before they become problems.
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Real-World Use Case
System Health Monitor
A property management firm's System Health Monitor ran its first weekly scan and flagged 12 outdated vendor contacts, 3 expired insurance policies, and a goals file that still referenced last quarter. All caught before any of it caused a client issue.
Learn More →Compliance Calendar Manager
Coming SoonTracks every filing deadline, license renewal, insurance expiration, and regulatory requirement across all your entities. One weekly report. Zero missed deadlines.
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Real-World Use Case
Compliance Calendar Manager
A holding company with 8 entities across 4 states consolidated every filing deadline into one weekly report. The AI flagged 3 upcoming deadlines that had been missed the previous year. Those misses had cost $14,000 in late fees.
Learn More →Client Intelligence Briefer
Coming SoonMaintains a living dossier on every client. Before any meeting, delivers a one-page brief with their latest priorities, open items, and relationship context.
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Real-World Use Case
Client Intelligence Briefer
A wealth manager serving 42 families received a pre-meeting brief that said: "Robert's daughter Sarah graduates Stanford MBA in June. He mentioned seeding her venture at the March review. Consider pairing the gifting strategy with the new venture funding." The client thought his advisor had a perfect memory.
Learn More →Cross-Entity Consolidator
Coming SoonPulls financial data from multiple entities into one dashboard. Cash position, receivables, payables, and red/yellow/green status per entity. Every Monday morning.
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Real-World Use Case
Cross-Entity Consolidator
A multi-entity operator saw for the first time that Entity 4 had $12K in receivables over 60 days, Entity 7 was $3K short for Friday's payroll, and Entity 2 was up 18% month-over-month. All on one page. No logging into 8 systems.
Learn More →Technical Narrative Drafter
Coming SoonTakes interview transcripts and raw notes from technical conversations and produces structured, professional documents ready for senior review.
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Real-World Use Case
Technical Narrative Drafter
A tax consultancy's analysts spent 4 hours drafting each technical narrative from engineering interviews. The AI employee produced IRS-defensible drafts in 20 minutes. Analysts reviewed instead of wrote.
Learn More →Contract & Renewal Tracker
Coming SoonMonitors every active contract, vendor agreement, and service subscription. Alerts you 60, 30, and 7 days before renewals. Flags auto-renewals you might want to cancel.
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Real-World Use Case
Contract & Renewal Tracker
A professional services firm discovered they were paying $2,400/year for 3 software subscriptions nobody used. The AI caught them during its first monthly contract scan.
Learn More →Meeting Action Tracker
Coming SoonListens to meeting transcripts and extracts every action item, assigns owners, sets due dates, and follows up automatically. Nothing falls through the cracks.
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Real-World Use Case
Meeting Action Tracker
A construction company's weekly foreman meetings generated 15-20 action items. Before the AI, half were forgotten by Friday. Now every item is tracked, assigned, and followed up. Completion rate went from 50% to 90%.
Learn More →Proposal & SOW Generator
Coming SoonTakes a discovery call transcript and outputs a formatted proposal with scope, timeline, deliverables, and pricing. Ready for client review in minutes, not days.
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Real-World Use Case
Proposal & SOW Generator
A consulting firm turned around proposals in 2 hours instead of 2 days. The AI pulled scope from the call transcript, matched it to existing service templates, and generated a client-ready document with one review cycle.
Learn More →Weekly Digest Publisher
Coming SoonCompiles your week's activities, wins, insights, and updates into a polished weekly digest email for your clients or stakeholders. Consistent communication without the time commitment.
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Real-World Use Case
Weekly Digest Publisher
An investment firm sent weekly portfolio updates to all 42 client families. Each email was personalized to the family's specific holdings and recent conversations. What used to take a junior advisor 6 hours now took 20 minutes of review.
Learn More →No AI employees match that filter.