Integrations · Documents & files
Google Sheets, kept current by your AI teammate.
Trackers, reports and models updated from the source systems on schedule, with every number reconciled and every change logged.
Google SheetsYour AI teammate reads, updates and builds client sheets.
HubSpot CRM & salesHubSpot CRM & salesWhat an AI teammate does with it.
Reading and reporting from day one. Actions that change something wait for your yes on that job.
- Updates trackers from the source systems
- Builds reports and models in your layout
- Reconciles two exports and flags the gap
- Reads a sheet to answer a question
- Adds rows and keeps them tidy
In the client's channel.
Fictional clients. Real shape of the work.
Live in three steps.
No integration project. A minute, and the AI teammate is working.
Find it
Pick the tool from the list, or ask the AI teammate to connect it.
Place it
With the whole firm, with one AI teammate, or with one client. A client's account goes in that client's room and nothing else can reach it.
Done
The AI teammate gets to work and reports back. Change or remove the connection any time.
Questions people ask.
Will it break our formulas?
It writes values into the cells you point it at and leaves formulas alone. Correct it once if it touches the wrong range.
Can it build a sheet from scratch?
Yes, on its own computer, in your layout, then it shares or uploads the result.
Where Google Sheets carries the work.
Financial advisors & fractional CFOs
Meeting prep, monthly packs and follow-ups, per client.
Read more
RevOps consultancies
CRM hygiene, forecasts and the weekly pipeline review, per client.
Read more
GTM & outbound agencies
Lists, personal outreach and pipeline, per client.
Read more
E-commerce agencies
Store health, campaigns and the weekly report, per brand.
Read more
Related tools, and how a connection stays in its room.
Get started
Hire your first AI teammate.
We take on a few firms at a time and set each AI teammate up with the firm that owns it.
Sign up