Everything else
Works the bill pile end to end: reads bills and vendor statements out of the AP inbox or from uploaded PDFs and phone photos, pulls out vendor, amount, due date, and line detail, codes each one to the right account and...
You need
Any AI
Credit to Anthropic
Our tested version
Everything else
HubSpot
Takes an approved content brief and executes a campaign end-to-end: builds the posting calendar, generates Canva designs for social posts, drafts caption and email copy, and stages social sends in HubSpot. Canva is used...
You need
HubSpot

Any AI
Credit to Anthropic
Our tested version
MarketingFind people
LinkedIn
Runs the owner's content operation as a standing thing rather than a one-off: keeps a rolling posting calendar, learns the owner's voice, generates on-brand Canva graphics, writes captions that sound like them,...
You need
LinkedIn

Any AI
Credit to Anthropic
Our tested version
Everything else
Build a customer deck, one-pager or leave-behind from your account data, call notes and approved materials, with no made-up numbers.
You need
Any AI
Credit to Anthropic
Our tested version
Team and officeFollow up
Takes a pile of applications and turns it into a ranked shortlist, scored only against the job's stated rubric, with drafted replies to every candidate, scheduled interviews, and an onboarding checklist for whoever gets...
You need
Any AI
Credit to Anthropic
EmailFollow up
Notion
Turns a full inbox into a short, ranked list of what actually needs the owner. Reads the mail, sorts it into needs-you, drafted-and-waiting, and handled, writes replies in the owner's own voice, pulls out the action...
You need
Notion

Any AI
Credit to Anthropic
Our tested version
Lists and CRMFollow up
HubSpot
Scores inbound HubSpot leads by engagement signals, company fit, and urgency markers, ranks the ones worth a call today with talking points, drafts the follow-ups, and proposes calendar times for the owner to book.
You need
HubSpot

Any AI
Credit to Anthropic
Everything else
HubSpot
Writes prospect outreach and follow-up sequences that sound like the owner wrote them, not like an AI did. Learns a voice profile from the owner's own sent mail, grounds every message in something specific about that...
You need
HubSpot

Any AI
Credit to Anthropic
Everything else
Apollo
Turns whatever came out of a discovery conversation — a call transcript, a voice memo, jobsite photos, an RFP document, a set of drawings, or scrappy notes — into a branded, costed proposal, estimate, or statement of...
You need
Apollo

Any AI
Credit to Anthropic
Everything else
Multi-source research on a customer question or topic with source attribution.
You need
Any AI
Credit to Anthropic
MarketingFollow up
Generate a full campaign brief with objectives, audience, messaging, channel strategy, content calendar, and success metrics.
You need
Any AI
Credit to Anthropic
Our tested version
EmailFirst message
Design and draft multi-email sequences with full copy, timing, branching logic, exit conditions, and performance benchmarks.
You need
Any AI
Credit to Anthropic
Everything else
Create a competitive analysis brief for one or more competitors or a feature area.
You need
Any AI
Credit to Anthropic
Our tested version
Everything else
Turn a call transcript or call notes into a customer follow-up email draft, an internal chat summary, and proposed CRM updates.
You need
Any AI
Credit to Anthropic
Our tested version
Everything else
Apollo
Draft a personalized outreach email or multi-touch sequence to a prospect, create it as an email draft for review, and add the contact to a sequence in your sales engagement tool when asked.
You need
Apollo

Any AI
Credit to Anthropic
EmailBook and prep the meeting
Batch-process unread customer emails - classify, prioritize, and draft replies.
You need
Any AI
Credit to Anthropic
Our tested version
Everything else
Log a call, meeting, or email exchange to the CRM after the fact as a completed activity on the right account, opportunity, and contact - drafted from your description or a transcript, shown with its sources and saved...
You need
Any AI
Credit to Anthropic
Our tested version
Everything else
Guided updates to an opportunity - push the stage, move the close date, set next steps, fix amount or forecast category. Shows the before/after, writes what you ask for or accept, and verifies with a record link.
You need
Any AI
Credit to Anthropic
MoneyRun the business
Reads AR/AP, historical cash timing, and known fixed costs from the ledger (MYOB, NetSuite, QuickBooks, Xero, or Zoho Books) or from PayPal, Square, or Stripe — or a CSV upload — and produces a 30/60/90-day cash flow...
You need
Any AI
Credit to Anthropic
Our tested version
MarketingFind people
LinkedIn
Draft blog posts, social media, email newsletters, landing pages, press releases, and case studies with channel-specific formatting and SEO recommendations.
You need
LinkedIn

Any AI
Credit to Anthropic
Our tested version
Everything else
Build a marketing performance report with key metrics, trend analysis, wins and misses, and prioritized optimization recommendations.
You need
Any AI
Credit to Anthropic
Our tested version
MarketingFind people
Run a comprehensive SEO audit — keyword research, on-page analysis, content gaps, technical checks, and competitor comparison.
You need
Any AI
Credit to Anthropic
Our tested version
Everything else
Review and analyze product metrics with trend analysis and actionable insights.
You need
Any AI
Credit to Anthropic
Our tested version
Everything else
Update, create, or reprioritize your product roadmap.
You need
Any AI
Credit to Anthropic
Our tested version
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