Tap any label on the map for what it does.
The same Monday, with only your decisions on it.
Every morning you get one list of what needs your decision. Every action gets one line you can read. It starts on watch by default. Then draft or act — you choose, workflow by workflow. You also get a one-page runbook, half an hour of handover, and your first monthly report.
Enter yesterday’s supplier invoices
Confirm today’s bookings, offer two cancelled slots to the waitlist
Answer the same three questions in the inbox
Chase the two invoices that went past due
Remind the supervisor about the certificate that expires next week
Copy the new orders into the stock system
File yesterday’s delivery dockets
Set up access for the new starter
Set up access for the new starterAccess always waits for a person.
A worked example, every workflow on act. Systems and rules are real; the records are invented.
Whatever repeats in your week, we build it from the same box of parts.
The accounts linefrom inbox to month end
GmailsimPRODeputyXeroGoogle Sheets
Tap any label on the map for what it does.
What it does
- Reads each bill and drafts it in Xero.
- Checks simPRO against Xero each night and lists mismatches.
What you do
- Call customers and agree payment plans.
- Sign off the month and decide renewals.
Parts on this line
- Supplier invoices received and draftedA change of bank details always waits for a person.
- Reconciliations and month-endWe start from today; past months are handled separately.
- Chasing overdue invoicesInvoices marked disputed or on hold are not chased.
- Timesheets to payroll, tidiedIt never calculates pay.
- Compliance dates, trackedWe build the expiry table together.
The front desk linefrom enquiry to done
Cliniko or ServiceM8GmailCalendarXeroSMS
What it does
- Sorts every enquiry and drafts the reply.
- Sends reminders and offers freed slots.
What you do
- Make every clinical or care decision.
- Decide what is covered and the price on each claim.
Parts on this line
- Bookings, reminders, cancellationsTexts never mention the treatment.
- Enquiries answered, quotes draftedPrices come only from your price list.
- Meetings, notes, follow‑upsMeetings you mark sensitive stay out.
- Warranty and claims, start to finishOut-of-warranty claims always come to you.
- Service coordination, intake to follow‑upEvery incident comes to you.
- Customer messages, answered by an agentPrices, refunds and exceptions are never the AI’s call.
The operations linefrom order to reorder
ShopifyGmailStock systemAusPostGoogle SheetsXero
What it does
- Reads orders, matches products (SKUs), creates labels.
- Drafts purchase orders when stock runs low.
What you do
- Handle unusual orders and credit decisions.
- Make lease and legal decisions.
Parts on this line
- Orders in, dispatch outWhen it is not sure which product, it waits for you.
- Stock levels and purchase ordersYou set the reorder points.
- Scheduling jobs, never staff rostersIt suggests; you decide.
- Data entry between systemsWe ask what your old system allows.
- Filing, named and movedWe agree the folder structure first.
- Settlement, lease and credit paperworkID documents are never sent to the AI.
Outside the three lines
- Onboarding new startersTax file numbers stay in your system.
- Social posts on scheduleYou write the posts; it only publishes them.
From a sample to handover, one step at a time.
If it is not a good fit, we say so.
- Sample run
- One page of scopeyou decide
- Connect and build
- Watch-only weekyou decide
- Goes live
- Handoveryou decide
Four things to know
A workflow starts on watch by default.
Some rules live in tables you can change yourself.
Payroll calculations, tax lodgements, legal drafting, clinical judgement and marketing copy stay with you.
You can read every decision it made.