The Solution Pack library.

A complete, full-lifecycle sales engine for a growing team, spanning outbound prospecting and account management across one shared data layer, with a companion inbound concierge. Outbound: Sasha, your AI SDR, discovers and vets accounts, enriches prospects, scouts buying signals, researches companies, scores leads, and drafts cold email, LinkedIn, and nurture outreach. Account management: Maya, your AI Account Manager, qualifies opportunities, drafts and reviews proposals, flags pipeline risk, forecasts renewals and expansion, and keeps the CRM clean. Seven tables hold ICP profiles, target accounts, prospects, website leads, CRM contacts, opportunities, and customer accounts. Automations included: new prospects are auto-enriched on arrival, and an optional daily discovery run finds fresh accounts from your Active ICP. For the inbound engine, install the companion Website Sales Concierge team template, which routes visitor questions to product, pricing, and objection specialists and captures leads into the Website Leads table. Requires an LLM provider plus the Apollo, Serper, Exa, and Google Search connectors. Replace the sample knowledge base content and the example ICP row with your own. Outreach and proposals are drafted for a human to review and send.

A complete outbound-to-pipeline sales engine for a small team. Define your ideal customer profile once in the ICP Profiles table and paste your product details into the Product Knowledge Base, then Sasha, your AI SDR, discovers and vets target accounts, enriches prospects, researches companies, scores leads, and drafts outreach, all grounded in your data. Inbound leads and your deal pipeline live in tables the founder can watch. Automations included: new prospects are auto-enriched on arrival, and an optional daily discovery run finds fresh accounts from your Active ICP. Requires an LLM provider plus the Apollo, Serper, Exa, and Google Search connectors. Replace the sample knowledge base content and the example ICP row with your own.

Move from content request to publish-ready faster without losing brand consistency. Marlow, your AI marketing coordinator, turns every content request into a complete brief grounded in the campaign and brand standards, slots approved content into the calendar with sensible dates and channels, drafts visual concepts for social posts (never captions or copy, by design), suggests SEO keyword direction, and gives the team a read on campaign performance and pipeline health. Nothing is invented: statistics and claims are only used if they are on record, and missing data is flagged for the requester rather than fabricated. Nothing publishes automatically, every brief, calendar slot, and concept is prepared for a writer, designer, or approver to finish and publish. Four tables hold your campaigns, content requests, content calendar, and performance data. A knowledge base holds your brand voice, content standards, SEO guidelines, and approval workflow, which every draft follows. Automations included: a brief is drafted the moment a content request arrives, plus an optional weekly performance digest. Works out of the box with the campaigns and requests you add; connect Google Sheets or your CMS later to sync content, and Canva or Google Drive for design assets. Best first step: replace the placeholder brand voice and compliance rules with your own and add a campaign.

Run a tighter monthly close across every client with less manual grind. Bailey, your AI bookkeeping assistant, suggests a category from your chart of accounts for each new transaction and flags anything unclear for a client question, sets up the standard close checklist per client and period, drafts batched client questions, prepares reconciliation review notes, and gives you a daily read on where every client's close stands. Everything is suggest-and-approve: nothing posts to the ledger, no reconciliation is marked complete, and no client message is sent automatically. Four tables hold your clients, the monthly close checklist, uncategorized transactions, and close metrics. A knowledge base holds your close process, chart of accounts, and categorization rules, which every suggestion follows. Automations included: new transactions are categorized on arrival, plus an optional monthly close setup on the first of the month. Works out of the box with the data you import; connect a bank feed or accounting tool later to sync transactions, and Gmail to send client questions from the platform. Best first step: replace the placeholder chart of accounts and close process with your own and add a client.

End-to-end procurement operations solution pack with vendor registry, purchase request review, contract path assessment, embedded review team, and AI employee coordination.

Answer more support tickets, faster, without losing the human touch. Sam, your AI support specialist, classifies every incoming ticket by category, sentiment, and priority, drafts an accurate reply grounded only in your knowledge base, and escalates anything it is not confident about instead of guessing. It matches recurring problems to approved canned responses, mines new tickets into known issues so answers stay consistent, tracks the feature requests buried in tickets, and produces a weekly insights digest of volume, deflection, and top drivers. Everything is draft-and-approve: replies are prepared for a human to review and send, and sensitive tickets (anger, churn, refunds, account deletion, legal or privacy) are always escalated. Four tables hold tickets, known issues, feature requests, and daily metrics. A knowledge base holds your help-center content and support voice, which every reply cites. Automations included: a reply is drafted the moment a ticket arrives, plus an optional daily sweep of anything still unanswered. Works out of the box with no external tool; connect Gmail later to send from the platform and Slack for the digest. Best first step: replace the placeholder knowledge base with your real help-center articles or URLs.

Handle the flood of where-is-my-order, returns, and refund questions without growing your support team. Remy, your AI CX concierge, matches each case to the real order and drafts a friendly status reply with tracking and ETA, triages returns and exchanges against your policy while steering size and fit issues toward an exchange or store credit first, prepares refunds for approval, and turns happy resolutions into review requests. Everything is draft-and-approve: replies are prepared for a human to review and send, nothing is sent or refunded automatically, and denials, over-threshold refunds, damaged items, and angry customers are always escalated. Four tables hold support cases, orders, returns and exchanges, and daily metrics. A knowledge base holds your shipping, returns, refund policies and CX voice, which every reply and eligibility decision follows. Automations included: order-status cases are answered on arrival and returns and exchanges are triaged on arrival. Works out of the box with the orders you import; connect Shopify later to sync orders automatically, Stripe for refund context, and Gmail to send from the platform. Best first step: replace the placeholder policies with your own and add a few orders.

Move candidates faster without cutting corners on fair hiring. Riley, your AI recruiting coordinator, screens each new candidate against the job's must-haves with must-have-by-must-have reasoning, coordinates interview scheduling by drafting availability requests, drafts honest candidate outreach and status updates, builds submittal packages for hiring managers or clients mapping experience to requirements, and gives the team a daily pipeline read. Screening never considers anything beyond skills and qualifications, and it never rejects a candidate or extends an offer; those stay human decisions. Everything else is draft-and-approve: candidate messages are prepared for a human to send, and interview times are proposed, never confirmed, by the agent. Four tables hold your job orders, candidates, interview scheduling, and pipeline metrics. A knowledge base holds your screening standards, submittal format, communication voice, and compliance guardrails, which every assessment and message follows. Automations included: new candidates are screened on arrival, plus an optional daily pipeline digest. Works out of the box with the roles and candidates you add; connect an ATS or job board later to sync candidates, and Gmail and Calendar to send outreach and confirm interviews from the platform. Best first step: replace the placeholder screening standards and compliance rules with your own and add an open job.

Complete operating system for a Chartered Accountant practice. Tracks clients, engagements, statutory deadlines, and IT/GST notices. Includes AI agents for notice triage, GST reconciliation, filing reminders, and client communication. Comes with an AI Employee (Priya) who coordinates compliance work end-to-end.

Keep intake, deadlines, and document requests moving without ever crossing into legal advice. Justice, your AI paralegal assistant, screens every new client intake and flags it for a conflict check, drafts the standard document request list for a matter's practice area, prepares candidate deadlines that always require attorney confirmation before being relied upon, drafts client communications grounded in real matter records, and gives the practice a daily read on what needs attention. Compliance is built in at every step: no agent gives legal advice, assesses a matter's merits, predicts an outcome, or clears a conflict of interest, and no computed deadline is ever treated as final without a human confirming it, since a missed deadline is a malpractice risk. Everything else is draft-and-organize: nothing is sent to a client, opposing counsel, or a court without a human. Four tables hold your matters, client intake, document requests, and deadlines. A knowledge base holds your intake criteria, conflict policy, document standards, and compliance rules, which every screen and draft follows. Automations included: new intake is screened and flagged for conflict check on arrival, plus an optional daily practice digest. Works out of the box with the matters you add; connect Gmail to send client communications and Google Calendar for deadline tracking from the platform. Best first step: replace the placeholder screening criteria and compliance rules with your own and add a matter.

Keep more of the book you already have. Ivy, your AI retention assistant, drives the 90/60/30-day renewal sequence off your policy table, drafting the right touch at each stage, prepares plain-English review summaries for client calls, spots coverage gaps worth an agent's attention, and drafts win-back outreach for lapsed clients. Renewals are dates-and-sequences work, which is exactly what this runs on, and there is no phone race to lose. Everything is draft-and-approve and built to respect E&O: agents draft and a licensed human sends, nothing quotes or confirms a premium or binds coverage, and cross-sell and gap notes are internal suggestions only, never advice sent to a client. Four tables hold your policy book, the renewal pipeline, cross-sell opportunities, and a win-back list. A knowledge base holds your renewal playbook, coverage explainers, retention scripts, and compliance guardrails, which every touch follows. Automations included: the sequence starts when a policy enters the 90-day window, plus an optional daily sweep of upcoming expiries. Works out of the box with the book you import; connect Google Sheets to load your book, Gmail to send from the platform, and a calendar for review bookings. Best first step: replace the placeholder playbook and compliance rules with your own and import your policies.