How to ask your business a question and get a straight answer
Connect the accounts your business runs on. Then ask in plain words. An agent answers from what's recorded, names its source, and says so when it doesn't know.
- Ask in plain words, anytime
- Every answer names its source
- Gaps named, never guessed
💬 First 2 weeksNo access until you grant it$10 free, no card
- Map how the business runsStarted
- See who's waiting on youNeeds Gmail
- Know where the cash isNeeds QuickBooks
The answer exists. It's in an inbox, a spreadsheet and someone's head. Getting it takes an afternoon.
So hire the team. Get promoted to the one who approves.
Your business, on one screen
A few weeks in, this is what you open each morning. Grouped by area, one line per thing. The bold ones need you.
Home
Today in Harbour Design Co.
Two invoices are past 30 days and three customers are waiting. Phone orders aren't connected yet.
Chief of Staff
1 needs you- Answer ready: who owes us, who's waiting
- Monday brief: 2 sources, 1 blind spotFor your info
Department Scouts
2 need you- Brightline Cafe invoice is 34 days out
- Cash brief pulled from QuickBooks at 7:00For your info
- Dana Ruiz waiting 4 days on a quote
- Reading the inbox for escalations
The playbook
You say it. An agent does it. You decide.
- 1Day 1
Map how the business runs
Chief of Staff“Interview me. Map how this business actually runs.”
Maps each function, who owns it and where its truth lives.
You: Fill in the open questions.
- 2Day 1
See who's waiting on you
Customer Scout“Which customers are waiting on a reply?”
Lists waiting threads, oldest first, with who last touched each.
You: Decide who hears from you today.
📧 Gmail
- 3Week 1
Know where the cash is
Finance Scout“Who owes us, and what's due this month?”
Reads your books read-only. Every line names its report and date.
You: Act on it. It never touches the books.
🧾 QuickBooks
- Brightline Cafe, $3,400, 34 days (QuickBooks)
- Northwind Studio, $1,150, 41 days (QuickBooks)
- Dana Ruiz, 4 days, quote question (Gmail)
- Two booking requests since Friday (Gmail)
- Phone orders: nothing connected yet
- To
- Sam at Brightline Cafe
- Subject
- Checking in on invoice #1042
Hi Sam, a quick note that invoice #1042 is now 34 days out. Happy to resend it or split the payment if that helps.
- 4Anytime
Ask it anything
Chief of Staff“Which customers haven't heard from us this month?”
Answers from the team's records with sources. Says plainly what isn't recorded.
You: Check the sources. Ask the follow-up.
- 5Every Monday
Get one brief a week
Chief of Staff“Each Monday, tell me where things stand.”
Compiles the scouts' findings. Names every source. Lists blind spots.
You: Read one page. Make the calls.
- MonWeekly brief
- TueWaiting customers
- WedInvoice aging
- ThuEscalations
- FriWhat changed
This exact team, one tap away. Hired in about two minutes.
Hire this team →What it won't do
Said plainly. Overclaiming is worse than useless.
- It answers from what's recorded. Not from guesses.
- Every agent here is read-only. Records stay untouched.
- Nothing connected? It says so plainly.
- QuickBooks and CRM connectors are on Pro.
- No account connected? The step waits. Never faked.
Promote yourself to boss.
Hire the executives & founders team. $10 free, no card. First results land before the tour ends.
Questions
Can AI answer questions about my business?
Yes, from what you connect and what the team records. Every answer names its source. When something isn't recorded, it says so.
Is this just ChatGPT with my files?
No. Agents keep watching your accounts on a schedule and keep what they find. Ask on Friday and Monday's findings are already there.
Can it change anything in my accounts?
No. On this team every agent is read-only. They read, flag and draft. You do the doing.
What does it cost?
Start with $10 in free credits, no card. Plans start at $25 a month with credit included. QuickBooks and CRM connectors need Pro.