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 →