The Service

Done-for-you AI second brain setup for small and medium businesses.

If you can describe your business, we can build its second brain. You don't need to be technical and you don't need to pick the tools. Delivered remotely, anywhere in the world.

What Gets Connected

GOOGLE DRIVE
GOOGLE CALENDAR
GMAIL
GOOGLE DOCS
GOOGLE SHEETS
NOTION
SLACK
MICROSOFT 365
OUTLOOK
MICROSOFT TEAMS
ONEDRIVE
ASANA
LINEAR
JIRA
CONFLUENCE
MONDAY.COM
CLICKUP
TRELLO
AIRTABLE
HUBSPOT
SALESFORCE
PIPEDRIVE
ZENDESK
INTERCOM
QUICKBOOKS
XERO
STRIPE
SHOPIFY
GITHUB
GITLAB
BITBUCKET
SENTRY
FIGMA
CANVA
MIRO
LOOM
ZOOM
CALENDLY
DOCUSIGN
DROPBOX
BOX
ZAPIER
N8N
AMPLITUDE

200+ CONNECTORS IN CLAUDE'S MCP DIRECTORY · HOVER A LOGO TO PREVIEW IMPORTABLE DATA

2–3wks

Average build time, from audit to handoff

6+

Tools connected into one searchable brain

1

Workspace your whole team actually uses

Plain Answer

We build your second brain inside your own Claude workspace, on your own accounts, so you own everything. A typical build takes two to three weeks and includes connecting your documents, setting up meeting capture, integrating Microsoft 365 or Google Workspace, and training your team. Flat-fee pricing is on the pricing page.

The Problem We Solve

Half-built systems nobody use.

You tried Notion templates. You spent a weekend building a system of pages and databases, and a month later nobody opens it.

You watched YouTube tutorials. You learned a lot about tools and nothing about how to fit them to your business, so nothing got built.

You ran ChatGPT threads. You pasted in context every time, lost the thread, and ended up re-explaining your business to a machine that forgot you.

What's Included

Everything you need to run on a second brain.

  • Configured Claude workspace

    Your own private Claude workspace, set up and structured for how your business actually runs.

  • Strategy center

    A central place where your goals, priorities, and decisions live and stay current.

  • Knowledge feed

    Your documents and drives connected so the assistant can read and cite your own material.

  • Document and drive connections

    Google Drive, Microsoft 365, or your file storage linked and indexed.

  • Meeting note capture

    A way to turn your meeting notes and transcripts into searchable, answerable knowledge.

  • Microsoft 365 / Google Workspace integration

    Calendar, mail, and files wired in so the brain sees what you see.

  • Team training sessions

    Live sessions that teach your team how to ask the brain and trust the answers.

  • Written handoff documentation

    A plain-language guide so anyone on your team can run and extend it.

  • 30 days of post-launch support

    Thirty days of help after go-live to fix, tune, and expand the brain.

See It Work

This is what your team uses every day.

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

Than
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 free of charge.
SCHEDULINGHOME SERVICES

Service appointments booked

WED · MAR 13

8:00Tune-up — ChenBOOKED
10:00Install — KimBOOKED
12:30— open —BOOKED
2:00Estimate — DiazBOOKED
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
  • —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
2:30Pickup — order #8849BOOKED
SCHEDULINGCLINIC

Appointments booked automatically

TUE · MAR 12

9:00New patient — J. PatelBOOKED
10:30Follow-up — R. GomezBOOKED
1:15— open —BOOKED
3:00Consult — D. NguyenBOOKED
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 to move it.
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
Comparab
  • —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
DOING
Closing — Gomez
DONE
Lead — Patel
Listing — 123 Oak
Under contract — Lee
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
DOING
Close Q3 — Gamma
DONE
Draft SOW — Northwind
Review contract — Acme
File return — Beta Corp
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
DOING
Generator install — Park
DONE
Leak repair — Unit 4
Panel upgrade — Hill Rd
Inspection — Bay 12
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
1:30Estimate — Park StBOOKED
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
7:30Dinner — Nguyen (4)BOOKED
PRESENTATIONSHOSPITALITY

Group sales decks, branded

THE MERIDIAN HOTEL2/3
Event Pack
  • —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
DOING
PO 88424 — Delta
DONE
PO 88412 — Acme
PO 88415 — Beta
PO 88420 — Gamma
SCHEDULINGWHOLESALE

Production and delivery scheduled

MON · MAR 18

6:00Run — SKU 4402BOOKED
9:00Ship — AcmeBOOKED
11:30— open —BOOKED
2:00Run — SKU 5510BOOKED

What's Not Included

Honest about the edges.

  • —We don't build custom software.
  • —We don't host anything on outside servers.
  • —Everything lives in accounts you own and control.

Questions

What people ask before they start.

Can someone just set this up for me?

Yes. That is exactly what we do. You describe your business and what you want to ask it; we build the whole thing and hand it back ready to use.

Do I need to be technical?

No. You do not need to pick tools, write code, or understand how it works under the hood. You need to know your business and be willing to spend a few hours answering questions about it.

How long does setup take?

Most builds take two to three weeks. The first week is mapping your tools and files, the second is building and testing, and the third is training and handoff.

What do you need from me?

Access to the tools we are connecting, one hour for a kickoff call, and one person who can answer questions about how the business runs. That is usually three to four hours of your time across the whole build.

Do you work with businesses outside the US?

Yes. Everything is delivered remotely over video calls and inside your own workspace. We work with businesses anywhere in the world.

What happens after handoff?

You get 30 days of support to fix, tune, and expand the brain. After that, you own it and run it. We are available for ongoing help if you want it.

Ready to stop re-explaining your business?

Book a Call