What we can build for you

See what we'd automate for your team.

Describe what your team is doing manually. We'll tell you what we'd build including anything from our existing portfolio that fits your operation.

See what's possible

Get personalized automation ideas

Describe your business and we'll suggest what to build, pulling from our portfolio and generating ideas specific to you.

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What we've built

Our portfolio

Real automations and apps built for real clients. Every item on this list is something we've deployed and maintained.

Automation

Website Editor via Claude

Update pages, publish posts, and deploy to production through a conversation

Connects Claude directly to your website's GitHub repository and deployment pipeline. Update copy, publish blog posts, add images, and push live changes by describing what you want in plain language. No CMS, no dev handoff, no ticket queue.

Built for: Marketing teams, business owners, and agencies who need to move fast on content without waiting on a developer

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App

Coachonix

Scales 1:1 coaching to unlimited sessions, without adding coaches

AI coaching application for structured professional development, goal tracking, and accountability conversations.

Built for: Coaching practices, HR & L&D teams, professional training programs

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App

Commonality

Surfaces 2–5 warm shared-connection paths per prospect on average

Maps your team's social connections, shared schools, employers, associations, to find warm introductory paths into target accounts.

Built for: B2B sales teams, business development, professional services firms

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App

Commonality

Surfaces 2–5 warm shared-connection paths per prospect on average

Maps your team's social connections, shared schools, employers, associations, to find warm introductory paths into target accounts.

Built for: B2B sales teams, business development, professional services firms

Visit Commonality →
Automation

LinkedIn Sales Navigator via Claude

Cuts 3+ hours of manual prospect research to under 30 minutes/day

Uses Claude to qualify and research prospects in Sales Navigator, surfacing the leads most worth pursuing without hours of manual review and note-taking.

Built for: B2B sales teams, business development reps, outbound-heavy teams

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Automation

Sales Call Analyzer

Every rep gets written feedback within minutes of hanging up, no review queue

Ingests recorded sales calls, scores rep performance against a defined rubric, and sends immediate written feedback to the rep and their manager, highlighting what worked and what to improve.

Built for: B2B sales teams, sales managers, revenue operations, SDR programs

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Automation

Live Sales Coach

Real-time guidance on 100% of calls, no coach sitting in the room

Listens to a sales call in real time and surfaces in-the-moment guidance, how to handle the current objection, what question to ask next, which proof points to mention, visible only to the rep.

Built for: B2B sales teams, SDRs, account executives, any team with a structured sales process

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Automation

Potential Franchisee Identifier

Full metro market analyzed in under 5 minutes; returns 40–80 ranked prospects

Analyzes a target market using demographic, business, and financial data to surface the individuals most likely to purchase a franchise, ranked by fit score and ready for outreach.

Built for: Franchisors and franchise development teams expanding into new markets

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Automation

Lead Research Dedup (Seamless + Attio)

Eliminates duplicate enrichment spend, typically saves $200–600/month

Checks your CRM before pulling new prospect data, so you never burn enrichment credits on contacts you already have.

Built for: B2B sales teams, business development, outbound-heavy teams

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Automation

Salesforce Contact Cleanup

Processes up to 2,000 contacts per run; clean files ready in under 10 minutes

Weekly n8n automation that processes bounced and duplicate contacts, then feeds clean update and delete files back into Salesforce's Data Import Wizard automatically.

Built for: B2B sales teams, revenue operations, any team running Salesforce

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Automation

AI Inbound Lead Router

Routes every lead in under 60 seconds, vs. a 3–4 hour manual triage window

Catches inbound leads and routes them straight to the right sales rep automatically, no manual triage, no leads sitting in a queue waiting for someone to look at them.

Built for: B2B sales teams, demand gen teams, any business with inbound volume

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Automation

Google Form → HubSpot Enrichment via OpenAI

99%+ normalization accuracy on open-text fields; zero manual CRM cleanup needed

A Zapier workflow that takes a free-text field from a Google Form, sends it to OpenAI to classify or normalize the value, then writes the clean result back into the matching HubSpot property.

Built for: Marketing and revenue operations teams using HubSpot

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Automation

Agent Prospecting Tiering System

Cuts manual prospect review by ~70%, high-value contacts stay fully human-handled

Pulls saved searches from Courted, splits agent prospects into high, mid, and low tiers, then routes mid-tier contacts into HubSpot's Prospecting Agent for AI-personalized outreach while high-tier stays fully manual.

Built for: Real estate teams and title companies using Courted and HubSpot

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Automation

Vendor Photo Reviewer

Flags non-compliant vendor submissions automatically, no manual review queue

Analyzes photos submitted by vendors against a defined set of criteria, completion standards, quality requirements, safety checks, and automatically emails an alert when something doesn't pass. Issues get caught before they become problems, without anyone manually reviewing every submission.

Built for: Property managers, real estate operators, facilities teams, and contractors managing vendor work at scale

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Automation

Rental Invoice Reviewer

Auto-approves 60–75% of routine invoices; flags the rest for human sign-off

Reviews incoming property invoices against expected scope and vendor norms. Auto-approves routine ones, flags anything outside parameters for human sign-off.

Built for: Property managers, real estate investors, landlords with multiple units

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Automation

Property Maintenance Photo Analyzer

Classifies 50+ photos and drafts work orders in under 2 minutes

Reviews photos of units and common areas, classifies maintenance issues by urgency, and drafts work order descriptions, without anyone manually reviewing each image.

Built for: Property managers, building owners, real estate companies with maintenance ops

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Automation

Real Estate Market Analysis

Full 4-source location report delivered in 90 seconds

Enter a street address and get a consolidated report pulling census data, Google Maps context, and recent local news and legislation, everything a buyer or agent needs to evaluate a location in one place.

Built for: Real estate agents, buyers, developers, investors, relocation consultants

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Automation

FDD Analyzer

Extracts all franchise owner contacts from a 200-page FDD in under 3 minutes

Reads a Franchise Disclosure Document, extracts current franchise owners' names and contact details, and outputs a structured lead list ready for outreach, no manual reading required.

Built for: Franchisors, franchise development teams, franchise brokers

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Automation

Onboarding Document Analyzer

100% of required CRM fields auto-populated, zero manual data entry

Ingests a new franchisee's onboarding documents, extracts every field needed for CRM import, and pushes the structured data directly into HubSpot, eliminating manual data entry at scale.

Built for: Franchise systems, franchise operations teams, multi-location businesses

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Automation

Potential Franchisee Identifier

Full metro market analyzed in under 5 minutes; returns 40–80 ranked prospects

Analyzes a target market using demographic, business, and financial data to surface the individuals most likely to purchase a franchise, ranked by fit score and ready for outreach.

Built for: Franchisors and franchise development teams expanding into new markets

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Automation

RFP Monitor & Identifier

Monitors 12+ procurement sources; team reviews only the relevant matches

Watches procurement sources for RFPs matching your capabilities, scores each one for relevance, and alerts your team, so no opportunity slips through unread.

Built for: Consulting firms, agencies, government contractors, staffing companies

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Automation

RFP Auto-Fill

Drafts ~80% of a standard response from past proposals; team reviews and submits

Drafts RFP responses from your past proposals and capability statements, then highlights the gaps and custom sections for human review before submission.

Built for: Consulting firms, government contractors, professional services responding to multiple RFPs

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Automation

Slide Deck Creator

Full deck structure in 60–90 seconds, presentation-ready after one review pass

Takes a brief, a dataset, or an existing document and generates a complete structured slide deck, titles, talking points, and layout suggestions, ready to drop into PowerPoint or Google Slides.

Built for: Consultants, sales teams, executives, agencies, anyone who builds decks regularly

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Automation

Proposal Generator

Cuts proposal creation from 2–3 hours to under 20 minutes

Pulls from your past proposals, service descriptions, and client intake to draft a tailored, scoped, and priced proposal document, formatted and ready for human review before sending.

Built for: Consulting firms, agencies, professional services firms, B2B sales teams closing custom engagements

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Automation

Onboarding Document E-Signature Routing

Zero manual follow-up, every next step triggers automatically on signature

A set of Zapier workflows tied to HubSpot that send onboarding documents and trigger next steps automatically when each one is signed. Built in English and Spanish.

Built for: Franchise systems, multi-location businesses, any team onboarding new partners or clients

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Automation

Podcast to Newsletter Writer

45-minute transcript → publish-ready Beehiiv newsletter in under 5 minutes

Takes a podcast transcript and turns it into a complete, publish-ready Beehiiv newsletter, structured, formatted, and written in the host's voice.

Built for: Podcasters, media brands, thought leaders turning audio content into written distribution

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Automation

eBook Generator

Complete 2,500-word lead magnet generated from a single topic brief

Turns a single topic into a complete lead magnet eBook: intro, five surprising facts, myth-busting, actionable tips, FAQs, and a CTA, pulling only from approved sources like WHO, Mayo Clinic, and government health bodies.

Built for: Health and wellness brands, coaches, and practitioners building lead magnets

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Automation

Housecall Pro → QuickBooks Reconciliation

Catches discrepancies in seconds that would take 1–2 hours to find manually

Reconciles invoices between Housecall Pro and QuickBooks, catching discrepancies automatically so your books stay clean without someone manually cross-referencing both systems.

Built for: Home service businesses, field service companies, property managers running both platforms

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Automation

Investor Contact Finder

Hours of manual LinkedIn research replaced by a 60-second Claude skill

Type a firm name and Claude runs the full investor research workflow automatically, identifies the right contact within complex corporate structures, builds an investor briefing, and drafts a personalized outreach angle. Built for capital teams doing high-volume family office outreach.

Built for: Real estate capital teams, private equity, fund managers, investor relations

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Automation

Personalized News & Research Delivery

Every team member gets a tailored digest, zero manual curation per person

Sends each consultant or advisor a personalized digest of relevant news, journal articles, and industry updates matched to their practice area and current client list.

Built for: Consulting firms, advisory practices, law firms, financial services

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Automation

Real Estate Market Analysis

Full 4-source location report delivered in 90 seconds

Enter a street address and get a consolidated report pulling census data, Google Maps context, and recent local news and legislation, everything a buyer or agent needs to evaluate a location in one place.

Built for: Real estate agents, buyers, developers, investors, relocation consultants

Ask us about this
Automation

LinkedIn Sales Navigator via Claude

Cuts 3+ hours of manual prospect research to under 30 minutes/day

Uses Claude to qualify and research prospects in Sales Navigator, surfacing the leads most worth pursuing without hours of manual review and note-taking.

Built for: B2B sales teams, business development reps, outbound-heavy teams

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Don't see exactly what you need? That's usually the case, and that's the point.

We scope every build to your actual workflows, not a template. Tell us what's slowing your team down and we'll figure out what to build first.