AI tools
AI tools set up on your own accounts
Claude working on your accounts, with a guide for the team. The owner grants each connection, and can revoke it.
Example workflow
How it runs
The tools it reads, what the agent does with them, what it hands over, and the person who says yes. Nothing is sent until they do.
Reads
Microsoftmail and calendar
Google Driveshared files
Slackthe team’s chat
Agent
Claude Codesets up on your accounts
- connects only what you grant
- sets drafts-only limits
- writes a one-page guide
Hands over
Claude working on your accounts, with a guide for the team
Approves
The owner grants each connection, and can revoke it
Illustrations on made-up examples, not records of client work. Logos name the tools these businesses commonly use; they are their owners’ trademarks and do not mean a partnership or endorsement.
Templates
Other templates
- RestaurantThe morning brief and the supplier order
- Short-let propertyEvery booking turned round on time
- RetailShop and online stock that agree
- TradesFrom enquiry to invoice without retyping
- Salon and clinicNo-shows rebooked, politely
- Professional servicesEvery hour worked, billed
- Gym and studioLapsing members noticed in time
- Software salesNo lead left untouched
- Multi-site groupEvery site on one page
- ApprovalsNothing leaves without a yes
- WebsitesA website, from brief to live
- AI modelsMany AI models, one key, a spending cap
Tell us what you're working on
Email is the best way to reach us. A few lines on the problem and the systems involved are plenty to start with.