Screenshot of the Cross-app assistant operations portal interactive demo
Screenshot of the interactive demo, on sample data

Cross-app assistant operations portal

Reduce inbox and coordination work while keeping one owned workflow.

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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
01

What it does

Reduce inbox and coordination work while keeping one owned workflow.

  1. Draft, sort and manage email threads.
  2. Schedule and manage meetings and calendar events.
  3. Connect email, calendar, notes, CRM and document apps.
  4. Accept commands by text or voice.
  5. Send proactive alerts and reminders.
  6. Automate routine tasks and workflows.
  7. Adapt drafts to the user's tone and preferences.
  8. Encrypt data and limit retention.
  9. Run multi-channel outreach across email and social platforms.
  10. Gather information from the web.
  11. Extract insights and summaries from documents.
  12. Support custom plugins and extensions.
  13. Provide on-screen guidance inside connected apps.
  14. Connect CRM data for prioritization.
  15. Resolve scheduling conflicts automatically.
  16. Monitor conditions and trigger actions.
  17. Coordinate scheduling for groups and teams.
  18. Operate inside existing messaging or email apps.
  19. Compare the reviewed result with the recorded baseline and value assumptions.
  20. Capture corrections and named-owner approval before consequential use.
  21. Export a versioned reviewed assistant actions linked to named owners with source references and unresolved questions.

Everything these tools do, in one app

What goes in, what comes out

What the customer puts in
  • Connected email
  • Calendar
  • CRM
  • Notes
  • Document sources

AI drafts, people review. Operational coordination portal.

What the customer gets
  • Reviewed assistant actions linked to named owners
02

How it works

The workflow

  1. In
    Start with

    Connected email, calendar, CRM, notes and document sources

  2. 1

    Confirm the buyer's problem and scope

  3. 2

    Collect connected email

  4. 3

    Calendar

  5. 4

    CRM

  6. 5

    Notes and document sources

  7. 6

    Then follow this sequence: 1

  8. Out
    Finish 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.

03

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. 1

    Scoping call

    Day 1

    Thirty 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. 2

    MVP

    6 days

    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. Built by our AI software factory.

  3. 3

    Paid pilot

    7 days

    Accounts, roles, review states, audit trail and the first integration, hardened for two to three paying pilot customers.

  4. 4

    Full product

    3 weeks

    Self-serve onboarding, billing, monitoring and the wider integration set.

  5. 5

    Run and improve

    Monthly

    We 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.

  1. 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"?
  2. Build only what tests it. One team, one use case, a few core modules. People do the rest by hand for now.
  3. 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.
  4. 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.

04

Investment

A planning range to start the conversation, not a quote. You pay per phase, so you can stop after the MVP.

  1. 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.

    $13,500 · about 6 days of creation time

  2. Phase 2

    Paid pilot

    Accounts, roles, review states, audit trail and the first integration, hardened for two to three paying pilot customers.

    $13,500 · about 7 days of creation time

  3. Phase 3

    Full product

    Self-serve onboarding, billing, monitoring and the wider integration set.

    $19,000 · about 3 weeks of creation time

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.

StageHosting and infrastructureAI usageTotal per month
MVP and paid pilotabout 3 customers$30–$60$40–$90$70–$150
Full productabout 50 customers$110–$210$280–$560$390–$770
05

Run it or resell it

Internally

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.

For your clients

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

  1. 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.
  2. Week 2: prepare a consented or synthetic demonstration of the three task modules.
  3. Week 3: seek one bounded paid pilot with agreed baseline and acceptance criteria.
  4. 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.

06

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.

Get this solution built

Built for you by our AI software factory, MVP in about 6 days. Tell us about your business and how you want to run it: inside your company, or as part of what you offer your clients. We reply within one working day.

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