Specialist onboarding
Onboard an AI specialist for the work your team keeps postponing.
Specialized AI workers join with a written job spec, read-only context, supervisor review, and an approval queue. No agent framework. No prompt tuning. Pick a role, connect the sources it needs, and review the first output before anything reaches a customer.
Specialist onboarding
What happens after you pick a role
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01
Choose the job.
Every card shows what the specialist does, needs, ships, and refuses.
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02
Connect context.
Scopes are narrow by default and mapped to the role's written contract.
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03
Review the first pass.
The worker drafts, a supervisor checks it, and you keep the final say.
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04
You approve, it ships.
Approved work goes out from your own inbox and tools — on your schedule, under your name.
Catalog
Sales
Find the right people, draft the first touch, keep every send under your control.
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Sales
Licensed Professional Outreach
First-touch emails to professionals listed in public licensing registers.
- Does
- Finds licensed professionals and drafts a tailored first email.
- You give
- Niche, geography, and your own license number.
- You get
- Verified contacts and approval-ready drafts.
Control: Sourced only from public regulator registers; you approve every send.
from $129/mo
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Sales
Outbound Sales Assistant
You don't have an SDR. We find your buyers, write each one in your voice, and only ping you on the replies that matter.
- Does
- Finds your buyers, writes each one in your voice, and surfaces only the replies that matter.
- You give
- Your ideal customer, a mailbox, and 2–3 cold emails to anchor your voice.
- You get
- Approved sends in your voice, follow-ups you approve, and a six-bucket reply triage.
Control: You approve every batch, every follow-up cadence, and every reply draft. Nothing auto-sends.
From $199/mo
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Customer
Turn tickets, renewals, and account signals into work your team can act on today.
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Customer
Customer Account Monitor
Two workers in one seat: renewal-risk save plays and account-health notes.
- Does
- One worker scores at-risk renewals; the other keeps an account-health diary.
- You give
- Customer list plus usage, billing, and support signals.
- You get
- Health surface and daily account notes.
Control: Evidence attached to every recommendation.
from $449/mo
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Customer
Renewal Manager
Flags at-risk renewals before the account quietly slips away.
- Does
- Watches usage, billing, tickets, and champion changes every day.
- You give
- Stripe plus CRM and customer signals.
- You get
- Save play with cited evidence.
Control: Routes uncertain saves for human review.
from $299/mo
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Customer
Support Reply Drafter
Drafts safe support replies from your own help docs.
- Does
- Reads each ticket and writes a ready-to-send answer with policy grounding.
- You give
- Zendesk or Intercom plus help docs.
- You get
- Reply draft with cited policy snippets.
Control: Won’t promise refunds or admit fault.
$199/mo
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Founder Office
Capture every meeting and decision without adding an admin process.
Finance
Convert accounting and board inputs into forecasts, packs, and cited narratives.
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Finance
AR Cash Collector
Chases overdue invoices and gets you paid — without ever dunning a customer who already settled.
- Does
- Watches your AR aging every day and drafts a polite, escalating reminder for each genuinely overdue invoice.
- You give
- QuickBooks or Stripe — read-only invoice and payment data.
- You get
- Approval-ready reminder emails, an aging snapshot, and a safe-to-send check per invoice.
Control: Reconciles payments first — never emails about a bill that's already paid, disputed, or on a plan. You approve every send.
$249/mo
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Finance
Financial Analyst
Builds a live forecast from accounting and billing data.
- Does
- Models runway, scenarios, cohorts, and assumption drift.
- You give
- QuickBooks, Stripe, and source financials.
- You get
- Forecast, runway read, scenario narrative.
Control: Read-only. Never posts entries.
$599/mo
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Legal
Extract cited contract facts; refuse anything that needs legal advice.
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Legal
Contract Brief
Forward a contract; get key terms back, each cited to its clause.
- Does
- Extracts facts from 14 supported contract types and tracks revisions.
- You give
- PDF or DOCX contract.
- You get
- Plain-English brief in Notion and Slack.
Control: Refuses legal advice and litigation strategy.
$49/mo
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Legal
Obligation Watch
Flags every renewal, notice, and price-cap deadline across your contracts before they lock in — SaaS, leases, suppliers, logistics, services.
- Does
- Tracks auto-renewal, notice-window, expiration, rate-step, and SLA-credit deadlines from any contract type — software subscriptions, commercial leases, supplier MSAs, logistics agreements, professional services. One dashboard across all of them.
- You give
- An active Contract Brief subscription. Any contract type works — vendor SaaS, warehouse lease, freight agreement, MSA, supplier framework.
- You get
- Deadline dashboard, calendar feed, weekly digest, 60-day-before alerts, contact-of-record per contract.
Control: Surfaces the deadline and the clause that triggers it; never sends notices on your behalf or advises whether to cancel.
from $499/mo
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Rolling out a few roles at once?
If you're hiring three or more roles across a team, talk to us — we'll tailor the plan and the price to what you actually need.