AI Toolkit
Skills, prompts, agents, and agent systems you can put to work. Click any card for what it does, where it fits, and what to expect.
Meeting Notes & Action Items
Turns a raw meeting transcript into a clean summary, decisions log, and action item list assigned to the right owner.
See details +First-Draft Document Assembly
Trained on your existing templates and tone, produces a usable first draft of a recurring document type — proposals, SOPs, client updates.
See details +Client Follow-Up Prompt Pack
A set of tested prompts for drafting client follow-up emails at each stage of an engagement — kickoff, status update, close-out.
See details +Meeting Prep Brief Prompt
Pulls together recent notes, open items, and relevant background into a one-page brief before any important meeting.
See details +Intake Triage Agent
Reads incoming requests — email, form submissions, tickets — and routes each one to the right person with the right priority.
See details +Research & Briefing Agent
Researches a company, contact, or topic on request and returns a structured brief instead of a pile of raw links.
See details +Client Onboarding Agent System
A connected set of agents that handle a new client from signed agreement through first delivery — intake, scheduling, document prep, and kickoff communication working together.
See details +Recurring Reporting Agent System
A linked system of agents that pull data from your existing tools, assemble a recurring report, and deliver it on schedule without manual assembly.
See details +