I'm Ra

Results

What a second brain looks like once it's running.

12-person marketing agency

3 weeks → 4 days

onboarding time

Problem

Knowledge scattered across drives and Slack. Onboarding new hires took weeks of repeated explanations.

What we built

Claude workspace with a knowledge feed from their drives and meeting note capture wired in.

Outcome

Internal questions answered in minutes instead of weeks of repeated explanations.

40-person professional services firm

−60%

proposal drafting time

Problem

Consultants rebuilt proposals from scratch every time, re-reading old files to find precedent.

What we built

A strategy center and proposal knowledge base connected to their document archive.

Outcome

Precedent surfaces in the first question, instead of re-reading old files to find it.

25-person e-commerce operation

8 hrs / week

reclaimed

Problem

The founder re-explained the business to every new tool and every new hire.

What we built

A second brain wired to Microsoft 365, with calendar, mail, and files indexed.

Outcome

The brain already knows the business when someone new asks, so the founder stops re-explaining it.

These are representative engagements. Named client results are added here as engagements complete and are cleared for publication.

See It Work

What your team uses every day, by industry.

Pick an industry. Each card is a live, looping mock of a real task your second brain handles. Tap any card to expand it.

PHONE AGENTHOME SERVICES

After-hours calls answered, jobs booked

AFTER-HOURS · 11:47 PM
CALLER

My AC stopped cooling, can someone come out?

AI AGENT

I can help. We have a technician tomorrow between 8 and 10 AM. Want me to book it?

CALLER

Yes, please.

QUOTESHOME SERVICES

Quotes built from your price list

CLIENT

M. Alvarez

SERVICE

AC diagnostic + repair

PARTS

Capacitor, refrigerant

LABOR

1.5 hrs

TOTAL$412
DISPATCHHOME SERVICES

Crew jobs tracked on a board

TO DO
Estimate roof leak
DOING
Boiler tune-up — Reyes
DONE
Repair AC — Alvarez
Install thermostat — Kim
REPUTATIONHOME SERVICES

Reviews answered in your voice

★★★★★

Called at 9 PM and someone still booked us for the morning. Lifesavers.

Google Review · 2 days ago

AI RESPONSE

Thank you for trusting us after hours. We're glad we could get your heat back before morning.
EMAILHOME SERVICES

Customer follow-up emails drafted

Re: AC repair — thank you

customer · 1 day ago

AI-DRAFTED REPLY

Hi Maria — glad we got the AC cooling again. The capacitor is under a 1-year warranty and we've logged the repair. If it stops cooling before Friday, call us and we'll come back fr
SCHEDULINGHOME SERVICES

Service appointments booked

WED · MAR 13

8:00Tune-up — ChenBOOKED
10:00Install — KimBOOKED
12:30— open —BOOKED
2:00— open —
ADSRETAIL

PPC campaigns reviewed and tuned

SPEND

$1,090

ROAS

4.9x

CTR

3.0%

CPC

$0.66

AI: Pause 'summer-sale' — ROAS fell to 1.4x. Move $180 to 'best-sellers' which hit 6.1x.
INVENTORYRETAIL

Low stock caught and reordered

Cotton Tee · M12%

RESTOCK ORDERED ✓

Cotton Tee · L64%
Tumbler · Black8%

RESTOCK ORDERED ✓

Tote · Natural71%
PRESENTATIONSRETAIL

Branded decks from a brief

MARLOW & CO.2/3
Wholesale Pitch
  • —MOQ 24 units
  • —Net-30 terms
  • —Free freight > $1k
STOREFRONTRETAIL

Shoppers get instant answers

Is the linen shirt machine washable?
Claude: Yes — cold wash, tumble low. The care card is on the product page and returns are allowed within 30 days.

source: products/linen-shirt · policy/returns

REPUTATIONRETAIL

Reviews replied to in brand voice

★★★★★

Shirt is gorgeous but shipping took a week.

Shopify Review · 5 days ago

AI RESPONSE

Thank you for the kind words about the shirt. We're sorry shipping was slow — we've moved to 2-day fulfillment so the next order reaches you faster.
SCHEDULINGRETAIL

Pickups and local deliveries booked

SAT · MAR 16

10:00Pickup — order #8841BOOKED
11:30Delivery — Oak StBOOKED
1:00— open —BOOKED
2:30— open —
SCHEDULINGCLINIC

Appointments booked automatically

TUE · MAR 12

9:00New patient — J. PatelBOOKED
10:30Follow-up — R. GomezBOOKED
1:15— open —BOOKED
3:00— open —
PATIENT CHATCLINIC

Patients ask, brain answers

Do I need to fast before my bloodwork?
Claude: Yes for the lipid panel — water only for 9 hours. No fasting for the CBC. Take morning meds unless Dr. Lee said otherwise.

source: intake/bloodwork-protocol

PHONE AGENTCLINIC

Calls handled before you open

AFTER-HOURS · 6:02 AM
CALLER

I need to reschedule my appointment today.

AI AGENT

Of course. You're booked at 10:30 with Dr. Lee. I can move you to Thursday 2:00 PM or Friday 9:00 AM.

CALLER

Thursday 2 PM.

NOTESCLINIC

Meetings become tasks

MEETING

Discussed reducing no-shows.

Decided to send reminders 48 hrs out.

Front desk to confirm day-of.

TASKS
✓Draft 48-hr reminder template
✓Enable day-of confirmation calls
✓Track no-show rate weekly
EMAILCLINIC

Patient follow-up emails drafted

Re: Your visit on March 12

patient · 2 days ago

AI-DRAFTED REPLY

Hi Jordan — following up on your visit. Dr. Lee prescribed a 10-day course; finish it even if symptoms ease. We've booked your follow-up for March 26 at 10:30 AM. Reply if you need
INVENTORYCLINIC

Supplies and reagents tracked

Gloves · M22%

RESTOCK ORDERED ✓

Test strips8%

RESTOCK ORDERED ✓

Syringes54%
Reagent · Lipid6%
PRESENTATIONSREAL ESTATE

Listing decks in your brand

ERIC RAPAPORT · BROKERAGE2/3
Comparable Sales
  • —Avg $/sf: $412
  • —Sold in 11 days
  • —3 comps nearby
EMAILREAL ESTATE

Lead emails drafted from context

Re: Tour of 123 Oakridge Ln

lead · 2 hrs ago

AI-DRAFTED REPLY

Hi Sam — thanks for touring 123 Oakridge. Sellers will consider offers from $840k. I've attached comps and a pre-approval checklist. Can I set up a second viewing this weekend?
MARKETREAL ESTATE

Market data, summarized weekly

MEDIAN PRICE

$871k

DAYS ON MKT

8

LIST/SALE

99.6%

INVENTORY

1.6 mo

AI: Inventory tightened to 1.6 months — seller's market. Price 123 Oakridge at $849k to drive a bidding window.
PHONE AGENTREAL ESTATE

Sign calls captured, leads saved

INCOMING · SIGN CALL
CALLER

I saw the house on Zillow, is it still available?

AI AGENT

It is. I can text the info sheet and schedule a tour. What's the best email?

CALLER

pat@example.com

PIPELINEREAL ESTATE

Deal pipeline on a board

TO DO
Closing — Gomez
DOING
Under contract — Lee
DONE
Lead — Patel
Listing — 123 Oak
REPUTATIONREAL ESTATE

Client testimonials answered

★★★★★

Eric sold our house in 9 days, above asking. Couldn't recommend more.

Zillow Review · 1 week ago

AI RESPONSE

Thank you for trusting us with the sale. Preparing the home and pricing it right made all the difference — so glad it landed above asking for you.
NOTESPROFESSIONAL SERVICES

Client meetings to action items

MEETING

Client wants Q3 retainer scope.

Approved adding PPC management.

Invoice net-15 going forward.

TASKS
✓Update retainer SOW
✓Add PPC to scope of work
✓Change invoice terms to net-15
Schedule Q3 kickoff
PROPOSALSPROFESSIONAL SERVICES

Proposals generated from scope

CLIENT

Northwind LLP

SCOPE

AI second brain + training

TIMELINE

3 weeks

TEAM

1 lead + 1 analyst

TOTAL$14,500
ADSPROFESSIONAL SERVICES

Client campaigns managed at scale

SPEND

$2,980

ROAS

5.2x

CTR

2.7%

CPC

$0.81

AI: Client A: shift $400 from display to search — search ROAS 5.9x vs display 1.2x. Projected lift +18%.
EMAILPROFESSIONAL SERVICES

Emails drafted in your tone

Re: Contract redlines

client · this morning

AI-DRAFTED REPLY

Hi Morgan — I've reviewed the redlines. Items 2 and 4 are fine. Item 3 (limitation of liability) we should cap at 12 months of fees. Clean version by EOD.
MATTERSPROFESSIONAL SERVICES

Matters and projects on a board

TO DO
Close Q3 — Gamma
DOING
File return — Beta Corp
DONE
Draft SOW — Northwind
Review contract — Acme
REPUTATIONPROFESSIONAL SERVICES

Client feedback answered

★★★★★

The team built our whole knowledge system in three weeks. Game changer.

Clutch Review · 4 days ago

AI RESPONSE

Thank you — it was a pleasure working with your team. The system is yours to run, and we're a call away if you want to extend it.
DISPATCHFIELD SERVICES

Jobs dispatched and tracked

TO DO
Generator install — Park
DOING
Inspection — Bay 12
DONE
Leak repair — Unit 4
Panel upgrade — Hill Rd
PHONE AGENTFIELD SERVICES

Emergency calls, never missed

AFTER-HOURS · 9:30 PM
CALLER

Our parking lot lights are out.

AI AGENT

I'll log an emergency ticket. A tech is on call tonight, arrival 60–90 min. Is the main panel accessible?

CALLER

Yes, it's in the basement.

QUOTESFIELD SERVICES

Quotes from your rate card

CLIENT

Riverside HOA

SERVICE

Parking lot lighting repair

PARTS

2 ballasts, 4 lamps

LABOR

2 hrs (after-hours)

TOTAL$685
INVENTORYFIELD SERVICES

Parts tracked, reordered

Ballast · 120V18%

RESTOCK ORDERED ✓

Lamp · LED 4ft9%

RESTOCK ORDERED ✓

Breaker · 50A42%
Conduit · 1/2"5%
EMAILFIELD SERVICES

Customer emails answered fast

Re: Warranty on panel upgrade

customer · 3 days ago

AI-DRAFTED REPLY

Hi Sam — your panel upgrade from January is under a 5-year warranty. I've attached the work order. If you notice any tripping, send a photo and we'll send a tech out at no charge.
SCHEDULINGFIELD SERVICES

Service calls booked

THU · MAR 14

7:30Maintenance — Hill RdBOOKED
9:30Service — Unit 4BOOKED
11:00— open —BOOKED
1:30— open —
GUEST CHATHOSPITALITY

Guest questions answered instantly

Is late checkout available tomorrow?
Claude: Yes — late checkout to 1:00 PM is complimentary for Silver members. I've applied it to your reservation. Pool hours are 6 AM–10 PM.

source: reservation #4471 · policy/checkout

REPUTATIONHOSPITALITY

Reviews replied to in brand voice

★★★★★

Room was lovely but the AC was loud. Front desk fixed it within an hour.

TripAdvisor · 3 days ago

AI RESPONSE

Thank you for the kind words and the patience about the AC. We've logged the unit for maintenance so the next guest sleeps quietly. We'd love to host you again.
SCHEDULINGHOSPITALITY

Reservations and services booked

FRI · MAR 15

3:00Check-in — PatelBOOKED
4:30Spa — GomezBOOKED
6:00— open —BOOKED
7:30— open —
PRESENTATIONSHOSPITALITY

Group sales decks, branded

THE MERIDIAN HOTEL2/3
Event Packages
  • —Ballroom seats 300
  • —AV included
  • —Planner on-site
EMAILHOSPITALITY

Guest emails answered in brand voice

Re: Early check-in request

guest · this morning

AI-DRAFTED REPLY

Hi Alex — early check-in at 12:00 PM is available for your reservation. I've noted it on the booking. Our concierge can hold bags if you arrive sooner. See you Friday.
INVENTORYHOSPITALITY

F&B and supplies tracked

Coffee · 1lb16%

RESTOCK ORDERED ✓

Wine · Cab9%

RESTOCK ORDERED ✓

Towels · bath71%
Toiletries5%
INVENTORYWHOLESALE

Stock levels watched and reordered

SKU 4402 · Box14%

RESTOCK ORDERED ✓

SKU 4407 · Pallet63%
SKU 5510 · Drum7%

RESTOCK ORDERED ✓

SKU 6623 · Case88%
QUOTESWHOLESALE

Quotes from your price book

BUYER

Acme Distributing

PRODUCT

SKU 4402 · 500 units

TERMS

Net-30

FREIGHT

FOB origin

TOTAL$12,750
EMAILWHOLESALE

Buyer emails answered fast

Re: PO 88412 status

buyer · yesterday

AI-DRAFTED REPLY

Hi Dan — PO 88412 ships tomorrow, ETA Thursday. BOL and tracking attached. The backordered 200 units arrive next week; want me to split the shipment?
ADSWHOLESALE

Demand gen campaigns tuned

SPEND

$840

ROAS

6.4x

CTR

2.1%

CPC

$0.98

AI: 'bulk-order' hit 6.9x ROAS. Add $120; pause 'brand-awareness' (1.1x, no conversions in 21 days).
FULFILLMENTWHOLESALE

Orders fulfilled on a board

TO DO
PO 88424 — Delta
DOING
PO 88420 — Gamma
DONE
PO 88412 — Acme
PO 88415 — Beta
SCHEDULINGWHOLESALE

Production and delivery scheduled

MON · MAR 18

6:00Run — SKU 4402BOOKED
9:00Ship — AcmeBOOKED
11:30— open —BOOKED
2:00— open —

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