
Cross-app assistant operations portal
Reduce inbox and coordination work while keeping one owned workflow.
- For
- Sales teams and coordinators running scheduling, email and routine tasks across several apps
- Solves
- Routine scheduling, email and follow-up work is split across separate assistant subscriptions and disconnected apps.
- Delivers
- Reviewed assistant actions linked to named owners
- Built in
- about 5 weeks of creation time, MVP in 6 days
- Investment
- $13,500 for the MVP, $46,000 for the full product
- Run it
- Inside your business, or as part of your offer to clients
What it does
Reduce inbox and coordination work while keeping one owned workflow.
- Draft, sort and manage email threads.
- Schedule and manage meetings and calendar events.
- Connect email, calendar, notes, CRM and document apps.
- Accept commands by text or voice.
- Send proactive alerts and reminders.
- Automate routine tasks and workflows.
- Adapt drafts to the user's tone and preferences.
- Encrypt data and limit retention.
- Run multi-channel outreach across email and social platforms.
- Gather information from the web.
- Extract insights and summaries from documents.
- Support custom plugins and extensions.
- Provide on-screen guidance inside connected apps.
- Connect CRM data for prioritization.
- Resolve scheduling conflicts automatically.
- Monitor conditions and trigger actions.
- Coordinate scheduling for groups and teams.
- Operate inside existing messaging or email apps.
- Compare the reviewed result with the recorded baseline and value assumptions.
- Capture corrections and named-owner approval before consequential use.
- Export a versioned reviewed assistant actions linked to named owners with source references and unresolved questions.
Everything these tools do, in one app
- Email drafting and management Drafts, sorts, and manages emails to reduce inbox work.Found in Allyson, Espa, Superinbox and 1 more
- Calendar scheduling Schedules and manages meetings and calendar events.Found in Allyson, Espa, Toki 2.0 and 3 more
- Multi-app integration Connects to various apps like email, calendars, and notes.Found in Ningenie, Allyson, Espa and 5 more
- Chat and voice input Allows commands via text or voice for hands-free use.Found in Ningenie, Espa, Toki 2.0 and 2 more
- Proactive notifications Sends alerts and reminders for important items.Found in Poke.com, Hey Noah, Toki 2.0
- Task automation Automates routine tasks and workflows.Found in Ningenie, Ami AI, Allyson and 2 more
- Personalized responses Adapts to user's tone and preferences.Found in Espa, Superinbox, Auron and 1 more
- Privacy and security Encrypts data and limits retention for privacy.Found in Espa, Auron, Poke.com
- Multi-channel outreach Executes campaigns across email and social platforms.Found in Ami AI
- Web research Gathers information from the web.Found in Allyson
- Document analysis Extracts insights and summaries from documents.Found in Allyson
- Plugin system Allows custom integrations and extensions.Found in Ningenie
- Screen guidance Provides on-screen help within apps.Found in Auron
- CRM integration Connects with CRM for data and prioritization.Found in Ami AI, Callum
- Conflict resolution Automatically resolves scheduling conflicts.Found in Toki 2.0, Hey Noah
- Conditional triggers Monitors conditions and automates actions.Found in Toki 2.0
- Multi-person coordination Handles scheduling for groups and teams.Found in Callum, Toki 2.0
- No separate app needed Works within existing messaging or email apps.Found in Poke.com, Superinbox, Espa
What goes in, what comes out
- Connected email
- Calendar
- CRM
- Notes
- Document sources
AI drafts, people review. Operational coordination portal.
- Reviewed assistant actions linked to named owners
How it works
The workflow
- InStart with
Connected email, calendar, CRM, notes and document sources
- 1
Confirm the buyer's problem and scope
- 2
Collect connected email
- 3
Calendar
- 4
CRM
- 5
Notes and document sources
- 6
Then follow this sequence: 1
- OutFinish with
Reviewed assistant actions linked to named owners
AI does the heavy lifting, people stay in charge
Use AI to interpret permitted inputs, suggest structured mappings and generate candidate outputs for the stated task modules. Use deterministic code for arithmetic, schema validation, hard constraints and reproducible tests. Review source-linked explanations and uncertainty before accepting results. One connected account set and approved app list; final send, scheduling and CRM updates remain human-approved. A model suggestion is never a verified fact, professional decision or authorization to act.
What your team sees
Primary screens: Connection and permissions, Assistant workspace, Review and activity log. Use a thumbnail gallery for connected accounts and workflows, a large central task canvas, and a right-hand panel for sources, constraints and comments. Let users compare draft and approved versions side by side. Display draft, changes requested and approved states. Provide a shared team view with comments anchored to the relevant message, event or record. Make the task-specific outcome reviewed assistant actions linked to named owners visible beside its evidence, review state and value baseline.
Accounts and administration
Project ownership, connected account versions, team comments, approval states, usage allowances, revision limits, send history and a rights record for supplied material. Add organization access boundaries, named reviewers, usage caps, data retention controls, export logs and explicit approval for external actions.
Integrations and data access
Customer-owned email, calendar, CRM, notes and document accounts. Cloud storage, messaging and CRM destinations. Start with file exchange and validate destination specifications before promising direct sending or posting. Start with authorized file exchange. Validate current provider access, usage rights and schema behavior before promising a connector.
How we build it
We build with our own AI software development factory, so most implementations take days to a few weeks of creation time, not months. You see working software at every step, and exact timing depends on availability.
- 1
Scoping call
Day 1Thirty minutes on your process, your data and how you want to run it: for your own team, or for your clients. You get a fixed scope and price for the MVP.
- 2
MVP
6 daysOne buyer segment, one recurring use case; first modules: draft, sort and manage email threads; schedule and manage meetings and calendar events. Manual review in the loop. Built by our AI software factory.
- 3
Paid pilot
7 daysAccounts, roles, review states, audit trail and the first integration, hardened for two to three paying pilot customers.
- 4
Full product
3 weeksSelf-serve onboarding, billing, monitoring and the wider integration set.
- 5
Run and improve
MonthlyWe host, monitor and improve it for a fixed monthly fee, or hand it over to your team. How the retainer works.
Why we start with an MVP
An MVP, or minimum viable product, is the smallest version that your users can actually work with. It is not a cheap version of the full solution. It is a test, built to answer the questions that decide whether the rest is worth building.
- Pick the riskiest assumption. Here: will sales teams and coordinators running scheduling, email and routine tasks across several apps use it to solve "routine scheduling, email and follow-up work is split across separate assistant subscriptions and disconnected apps"?
- Build only what tests it. One team, one use case, a few core modules. People do the rest by hand for now.
- Run a paid pilot. Agree quality and outcome thresholds before the pilot using this measure: Reviewed actions per coordinator hour and corrections after send or scheduling.
- Measure, then decide. Track reviewed actions per coordinator hour and corrections after send or scheduling; accepted-output rate; material error rate; reviewer correction time; actual repeat purchase. Then expand, change course or stop, with evidence instead of opinions.
MVP scope for this solution. Pilot scope: One connected account set and approved app list; final send, scheduling and CRM updates remain human-approved. Implement one approved input format, a bounded representative case set and the first two task modules: draft, sort and manage email threads; schedule and manage meetings and calendar events. Support the third module with operator review: connect email, calendar, notes, CRM and document apps. Include source references, corrections, basic organization access, approval states, export and value measurement. Use managed operator assistance for unresolved exceptions. The cost estimate covers this narrow prototype, not unrestricted multi-tenant scale, complex production integrations, specialist certification or physical operations.
After the MVP. Once paid pilots prove usefulness, automate repeatable reviewed steps and add one verified source integration. Expand supported inputs and case volume only after new evaluation cases pass. Build reusable customer configurations and recurring value reports around reviewed assistant actions linked to named owners. Retain the explicit scope boundary: One connected account set and approved app list; final send, scheduling and CRM updates remain human-approved.
What the build depends on. Account connection and preview, asynchronous task jobs, editable version history, reviewer access and tested export formats. High-fidelity operations require specialist sales operations QA. Obtain representative authorized cases, baseline measurements, qualified reviewers and a buyer-side decision owner. Specific limitation: One connected account set and approved app list; final send, scheduling and CRM updates remain human-approved.
Investment
A planning range to start the conversation, not a quote. You pay per phase, so you can stop after the MVP.
- Phase 1
MVP
One buyer segment, one recurring use case; first modules: draft, sort and manage email threads; schedule and manage meetings and calendar events. Manual review in the loop.
- Phase 2
Paid pilot
Accounts, roles, review states, audit trail and the first integration, hardened for two to three paying pilot customers.
- Phase 3
Full product
Self-serve onboarding, billing, monitoring and the wider integration set.
Indicative total, MVP to full product$46,000about 5 weeks of creation time · start with the MVP from $13,500
Running costs per month
A rough indication of monthly hosting and AI model costs once it is live, not tested. Real costs depend on usage, file sizes and the models chosen.
| Stage | Hosting and infrastructure | AI usage | Total per month |
|---|---|---|---|
| MVP and paid pilotabout 3 customers | $30–$60 | $40–$90 | $70–$150 |
| Full productabout 50 customers | $110–$210 | $280–$560 | $390–$770 |
Run it or resell it
For your own team
Sales teams and coordinators running scheduling, email and routine tasks across several apps run it inside the business: connected email, calendar, CRM, notes and document sources in, reviewed assistant actions linked to named owners out, reviewed by your people.
As part of your offer
Agencies, consultancies and software companies can offer it to their own clients under their brand. We build and maintain it; you sell and deliver it.
Your brand, or this one
Run it under your own brand, or start from this concept style.
- primary
#912773 - accent
#54c989 - surface
#f1e4ed - ink
#22201e
- Headings
- Fraunces
- Text
- Inter
- Voice
- Direct, upbeat, outcome-focused
Selling it to your own clients: the go-to-market playbook
Pricing to test
Test a USD 300-1,500 fixed pilot for one defined account set. Offer a monthly production allowance after repeat demand. Quote complex multi-team or custom plugin work separately. These are test prices, not market benchmarks. Package the initial sale as one bounded reviewed assistant actions linked to named owners. Recurring fees must specify volume, review depth and integration support. For exchanges, test a disclosed coordination or successful-service fee rather than holding customer funds. Reprice only after measuring real delivery labor; platform-build cost is separate from a commercial pilot fee.
Message to test
Reduce inbox and coordination work while keeping one owned workflow. Demonstrate a concrete reviewed assistant actions linked to named owners using the buyer's approved example and show the baseline, corrections and actual delivery effort.
Where to find buyers
Sales teams and coordinators running scheduling, email and routine tasks across several apps professional communities; specialist consultants serving this buyer; permissioned partner introductions; practical demonstrations at relevant trade or practitioner events.
Lead magnet
A reviewed sample reviewed assistant actions linked to named owners from a small authorized input set, with a transparent calculation of reviewed actions per coordinator hour and corrections after send or scheduling and no promised savings.
The first 30 days
- Week 1: interview five sales teams and coordinators running scheduling, email and routine tasks across several apps and inspect a recent example of routine scheduling, email and follow-up work is split across separate assistant subscriptions and disconnected apps.
- Week 2: prepare a consented or synthetic demonstration of the three task modules.
- Week 3: seek one bounded paid pilot with agreed baseline and acceptance criteria.
- Week 4: measure reviewed actions per coordinator hour and corrections after send or scheduling, reviewer effort and repeat-purchase interest. This is a demand-validation plan, not a thirty-day full-product delivery promise.
Paid pilot
Agree quality and outcome thresholds before the pilot using this measure: Reviewed actions per coordinator hour and corrections after send or scheduling. Continue only if the buyer accepts the actual output, the intended job outcome improves without unacceptable errors, and measured delivery cost fits willingness to pay. Revise or stop if access is unavailable, qualified review cannot be provided, or apparent savings disappear after corrections and support. Use held-out cases when comparing model quality; use a properly reviewed comparison design before making causal claims. Record missing cases and negative results alongside successful outputs.
Success metrics
Reviewed actions per coordinator hour and corrections after send or scheduling; accepted-output rate; material error rate; reviewer correction time; actual repeat purchase.
Retention and expansion
Repeat the workflow when the buyer again needs reviewed assistant actions linked to named owners. Retain permissioned settings and reviewed examples, report realized value honestly, and sell increased volume or adjacent approved workflows only after contribution margin and quality remain acceptable.
Why clients would pick it
A reusable library of approved tones, workflow rules and review examples, together with reliable delivery for a narrow sales operations niche. Build a permissioned library of representative task cases, reviewer corrections and verified operating constraints for sales teams and coordinators running scheduling, email and routine tasks across several apps. Repeatable delivery and useful integrations matter more than access to a base model.
Alternatives and positioning
Ningenie, Ami AI, Allyson, Espa, Hey Noah, Poke.com, Toki 2.0, Auron, Superinbox and Callum. Compare this product with the buyer's present method on reviewed actions per coordinator hour and corrections after send or scheduling. Offer a bounded paid workflow instead of claiming broad autonomous expertise. Market uniqueness and competitor coverage are not verified.
Main delivery costs
Model calls, connected app usage, storage, reviewer hours, client revision rounds and licensed source data. Additional initial validation requires representative authorized sample preparation, buyer interviews, buyer-side evaluation and bounded validation of reviewed assistant actions linked to named owners. Track cost per accepted output, including correction work, unsuccessful cases and support.
Safeguards
Preserve sender identity, source attribution, message accuracy and usage permissions. Named owners approve substantive changes and external send scope. One connected account set and approved app list; final send, scheduling and CRM updates remain human-approved. Keep all consequential actions under authorized human control and do not fabricate missing inputs, permissions, professional judgments or market evidence.