Start the week knowing what needs attention.
A weekly owner summary turns scattered enquiries, quiet quotes, overdue invoices, blockers and next actions into one plain-English update. It helps the owner see the business without digging through every inbox and spreadsheet.
Where your week disappears
The jobs we'd set up for you
Summarise new leads
A short list of new enquiries, missing details, urgency and suggested next step.
Show quiet quotes
Which quotes need a polite chase, which are high value, and which need a phone call.
Flag overdue money
A simple unpaid-invoice view from an export or approved accounting route.
Create the action list
A practical list of what to review, approve, chase or delegate this week.
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It is not guessing from a blank chat
The useful part is the company brain behind the task: your services, prices, tone, documents, old examples, approval rules and workflow map.
That means the assistant can prepare work from real business context instead of asking you to explain the same thing every time.
Uses real sources
Price lists, templates, examples, exports and notes are mapped before they are trusted.
Follows a workflow
Find the source, prepare the work, flag gaps, save the output and ask for approval where needed.
Knows the boundaries
Read, draft, schedule or act only inside the approval rules agreed for that job.
Improves over time
Good outputs, new prices and better rules can be saved back into the workspace after approval.
It's practical AI, built around how your business works
Think of it like hiring someone, giving them a desk and a laptop, teaching them your business, and connecting them to your tools — without the wage, the payroll, or the management. It can even build you small tools: a quote builder, a lead tracker, a simple dashboard.
Useful before anything runs on autopilot
It finds the facts
The assistant checks the mapped files, notes and tools before preparing the work.
It prepares the output
Reply, quote, summary, tracker, report, checklist or draft action list.
You approve the important bits
Anything that sends, spends, publishes, deletes or changes a live system waits for approval unless a scoped automation has already been agreed.
£250 one-off
The full AI implementation: research, business brain, workflow map, first useful workflows, customer guides, tool plan, approval rules and supervised install. Any paid AI platform subscription stays in your name and is paid directly to the provider. Optional £49/month if you'd like us on hand for improvements and fixes.
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Can this run automatically?
Yes, this is a strong scheduled workflow once the sources are clear. It can prepare the summary and leave it ready for review.
Does it replace our CRM?
No. It can work from a simple tracker, export or CRM connection if available. The aim is a clear owner view, not a forced software change.
Will it send anything without me?
Day one, no. It drafts replies, quotes and chasers for you to approve. Later, a clear repeat job can become scheduled or scoped autopilot only after the limits, account and stop rules are agreed.
Do I need to be technical?
Not at all. You ask in plain English ("reply to this enquiry", "chase unpaid invoices") and we set up all the technical side for you.
What does it cost?
£250 one-off to research, build and set it up. Any paid AI platform subscription stays in your name and is paid directly to the provider. Optional £49/month support keeps us on hand for improvements, new skills and fixes.
Ready to take the admin off your plate?
Tell us where your week goes and we'll show you the first 3-5 AI jobs worth setting up for your business.