AI bots

Meet the bots that do the routine work

Each bot has one job, a short list of automations, and clear limits. They draft and flag. A person approves anything that changes money, stock or customers.

Pip

Sales follow-up bot

Drafts follow-ups from the pipeline and proposes the next step for each deal.

Automations

  • Follow up a quote after 3 days without a reply
  • Suggest a call when a deal goes quiet
  • Log each sent follow-up against the customer

Guardrail: Drafts only. Nothing is sent without your approval.

Open Pip's page →

Ledger Lou

Month-end checker

Prepares reconciliation lists and checks month-end before the books are closed.

Automations

  • Match bank lines to open invoices and bills
  • Flag entries posted after a close
  • Build the month-end checklist

Guardrail: Reads and flags. It never closes a period by itself.

Open Ledger Lou's page →

Restock Rex

Restocking bot

Watches stock and sales speed, and proposes purchase orders before items run out.

Automations

  • Propose an order when stock nears its reorder point
  • Move expiring stock to the front of the queue
  • Group small orders into one supplier order

Guardrail: Proposes orders. A manager approves each one.

Open Restock Rex's page →

Chase Chloe

Payment reminder bot

Sends polite reminders for overdue invoices, and escalates to a person when needed.

Automations

  • Send a reminder 3 days after the due date
  • Send a firmer reminder at 14 days
  • Create a call task for the owner at 30 days

Guardrail: Reminders follow the wording you approve.

Open Chase Chloe's page →

Forecast Finn

Cash forecast bot

Forecasts cash for the coming weeks, with the assumptions shown so you can change them.

Automations

  • Refresh the cash forecast every morning
  • Warn when cash drops below your floor
  • Show what changes the forecast most

Guardrail: Forecasts are estimates. Assumptions are yours to edit.

Open Forecast Finn's page →

Guard Gus

Duplicate and anomaly bot

Watches payments and expenses for duplicates and unusual amounts.

Automations

  • Flag a bill paid twice
  • Flag a discount far above normal
  • Flag an expense outside the usual pattern

Guardrail: Flags for review. It never blocks a payment on its own.

Open Guard Gus's page →

Ticket Tess

Customer support bot

Answers common questions from your knowledge base and hands over when unsure.

Automations

  • Answer order-status questions
  • Route refund requests to a person
  • Ask for feedback after a delivery

Guardrail: Hands over to a person whenever it is not sure.

Open Ticket Tess's page →

Onboard Ola

New staff setup bot

Prepares a new starter's access, equipment and first-week checklist.

Automations

  • Create the starter's record and role
  • Assign the first-week checklist
  • Remove access on the last working day

Guardrail: Access changes need a manager's approval.

Open Onboard Ola's page →

See it, then decide

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