Your automations don’t know your clients.
We give them the whole history.
We build one base that holds every client’s briefs, calls, results and CRM context — and wire it into the automations and tools you already run. No more senior people pasting context into prompts or patching workflows that guessed.
Not ready yet? Take the 3-minute self-serve version →
What it costs you
So your team fills the gap by hand.
The same prompt, again and again.
Every task starts by re-explaining the client, the brand and the goal.
Only part of the process runs itself.
The workflow gets as far as it needs context, then waits for a person.
Company knowledge lives in someone’s head.
When they’re busy or gone, so is the context.
Client notes pasted into ChatGPT by hand.
Slow, inconsistent, and no one knows what was shared.
With our system
The same tools. Now they know your clients.
Five things change once every client’s history sits in one base your AI and your automations can read.
Detailed analytics
Pipeline, campaigns and accounts in one view, with the real numbers from your CRM — not something close to them.
Client health scoring and alerts
Every account scored from what is already in your tools. You hear when one starts to slip, before the client says so.
AI copy in every salesperson’s voice
Follow-ups that sound like the rep who sends them, with the client’s last conversation already in.
Company knowledge AI can use
Docs, calls and CRM notes in one base your team, your AI and your automations all read from.
Always on-brand design assets
Decks, one-pagers and campaign kits built on brand by whoever needs them — not just the designer.
“I stopped opening four dashboards. It tells me what changed.”
VP Growth · Education platform
Design assets
See how AI can build your design assets.
Sales decks, one-pagers, campaign kits — on brand every time, with the client’s context already in. Your brand is written down once, so the twentieth asset matches the first without anyone policing files.
One line in. A finished asset out.
Every format from one brand system
- 01Sales deck — the account’s history already in✓ On brand
- 02One-pager — product or account✓ On brand
- 03Campaign posters — portrait and landscape, one artwork✓ On brand
- 04Paid social — every ratio, checked in a mock feed✓ On brand
- 05Event and webinar ads✓ On brand
- 06Exhibition stand — print-ready, trim included✓ On brand
- 07Landing page — built from the same parts✓ On brand
- 08Illustration library — one style, any volume✓ On brand
- 09Brand photography — one look, no reshoots✓ On brand
- 10Documents — down to the invoice✓ On brand
→ Anyone on the team can ask for one. It lands on brand.
Tools we connect
We work with the tools you already run.
Your client history comes out of the tools it already sits in, and the work goes back into the ones your team already uses. Nothing gets copied anywhere you cannot revoke.
Reads from — the client history, with the source
- Notion
- Google Drive
Granola- HubSpot
- Salesforce
Acts in — update the record, draft the reply
- Linear
- Asana
- Gmail
- Slack
Where your team uses it
- Claude
- Cursor
“It answers with the actual number from HubSpot, not something close to it.”
RevOps Lead · Staffing company
Questions
The questions buyers actually ask.
Direct answers for teams deciding whether we belong on the shortlist.
What do you actually build?
One base that holds every client’s history — calls, emails, CRM notes, results — connected to the automations and AI tools you already run. On top of it: client reporting with health scores and alerts, sales copy in each rep’s voice, and design assets that come out on brand.
Why don’t our automations already know this?
Most workflows only see the tool that triggered them. The automation knows a form was filled in; it does not know the account’s last three calls or what was promised in them. So the output comes back generic and someone senior fixes it by hand. We give every automation the same client history to start from.
How does client health scoring work?
Every account gets a score built from the activity already in your tools, so nobody has to fill anything in. When one starts to slip you get an alert where you already work — Slack, email or a morning brief — and you hear about it before the client says it.
How does the AI write in each salesperson’s voice?
We capture each rep’s tone from what they already send and keep it next to the client’s history. Drafts come back sounding like the person who will send them, referencing the last conversation rather than a template.
Which design assets can AI build?
Sales decks, one-pagers, campaign posters, paid social in every ratio, event ads, exhibition stands, landing pages, illustration, brand photography and documents down to the invoice. They all come from one written brand system, so the twentieth asset matches the first.
Which tools do you connect?
The ones your client history sits in — Notion, Google Drive, Granola, HubSpot, Salesforce — so answers come with a source. The ones your work happens in — Linear, Asana, Gmail, Slack — so the same assistant can update the record, file the ticket or draft the reply. Your team reaches it in Claude and Cursor.
Does our data stay ours?
Yes. We build inside your accounts and your permissions. Access follows the rules you already have, so people see what they were already allowed to see. Nothing gets copied somewhere you cannot revoke.
How does an engagement start?
With an audit. We map where your client context lives today, what your team keeps re-explaining, and which automations pay off first. You leave with a sequenced 30-day build plan — whether or not we build it together.