Done For You

Done-For-You Executive & Leadership Automations

Answers, reports and decisions from every system you run, in plain English. Each automation is built, connected and run for you, live in 3 to 6 weeks.

Executive Ask: Ask Your Business Anything

Ask any question about your business and get a sourced answer from every system

Answers when you need them. Leaders get an answer during the meeting or on the way to it, with the records behind it, instead of waiting days for a report that arrives after the decision.
One answer everyone can check. Every response shows its sources, its assumptions and the metric definitions it used, so teams debate the decision rather than whose number is right.
From question to action. When the answer calls for action, the assistant drafts the email, task or ticket in the right system and waits for the leader to approve it.

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KPI & Board Reporting

Monthly KPI packs and board decks drafted from live data, signed off by finance

The pack is ready earlier. A traced draft is ready soon after close, which gives finance time to review it and directors time to read it before the meeting.
Numbers that tie out. Each KPI is calculated the same way every month and traced to its source system, so the board sees a consistent series rather than reworked figures.
Commentary with substance. Draft explanations point to the deals, customers, cost lines or hires behind each variance, so finance refines the story instead of starting from a blank page.

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Meeting Notes, Decisions & Action Tracking

Every meeting ends with decisions, owners and deadlines that actually get tracked

Decisions you can find. Each decision is recorded with the date, the meeting, the people involved and the reasoning, in one searchable log.
Actions that get done. Action items become real tasks with owners and dates in the tools people already use, and owners are reminded before anything slips.
Fewer repeat meetings. Open items from last time sit at the top of the next agenda, so meetings start with progress instead of going over old ground.

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Market & Competitor Monitoring

Know what competitors changed this week and what it means for your deals

Changes spotted early. Pricing, packaging, product and positioning changes are caught within days, with a before-and-after view and a short note on why it matters.
Sales ready for competitive deals. Battlecards and talk tracks stay current, and reps get a heads-up when a competitor appears in one of their open opportunities.
Leadership sees the pattern. A weekly brief ties competitor moves to your own win-loss data, so strategy discussions start from tracked evidence instead of anecdotes.

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Included add-on

Executive Ask: ask your business anything

One plain-English assistant connected to every system you run: CRM, helpdesk, ERP and accounting, HR, inbox and docs. Leaders get sourced answers in seconds and can trigger actions with approval. It respects everyone's existing permissions and logs every answer.

See Executive Ask

Ask it, for example

What's our cash runway if the two biggest invoices pay late?
Which KPIs moved outside our thresholds this month, and what drove each one?
What did we decide about the pricing change, and who was in the room?

Live in 3 to 6 weeks

1
Week 1
Discovery and access
We map the workflow with your team, agree the outcomes and KPIs, measure today's baseline and get secure access to your tools.
2
Weeks 2–3
Build and connect
We build the agents and connect your systems, with your rules, approval steps, permissions and logging.
3
Weeks 3–5
Test and pilot
We test on your real history, then run a pilot on live work while your team reviews what the agent does.
4
Weeks 4–6
Go live and hand over
We roll out in stages, train your team, hand over dashboards and runbooks, and keep improving it with you.