The catalog
A Workflow is a task you already do, set up so AI does the first draft and you do the judgment. These are the fifteen a Guide can set up in one Session, in the tools you already pay for. An Engagement picks two: the one you complained about on the Fit Call, and the one your Guide is surest will work in your tools.
You paste the request and your saved price list. You get a draft quote in your own format, with anything the assistant wasn't sure about in [brackets]. You fix the brackets and send.
The rule: every number is yours, never the assistant's. If a bracket can't be settled from the price list, you call the customer — the draft just made the call shorter.
What you paste is: internal (your prices). Fine in a free tool with training turned off.
Two lines of context — "quoted a deck rebuild Tuesday, $6,400, they mentioned a June wedding" — and a saved prompt with an example of how you write. You get three short, non-pushy follow-ups in your own tone. You pick one.
The rule: if a draft invents a detail you didn't give it, delete the detail. You only send what you know is true.
What you paste is: public or internal.
Paste the transcript or your scribbles. You get a summary, a who-does-what-by-when list, and a draft email to the other party.
The rule: you read the actions before anyone else does. Names and dates get checked against the notes — the assistant is good at "what was discussed" and bad at "who said it".
What you paste is: internal, or confidential if the meeting was. Confidential means names stripped first, or a paid tool with training off.
Paste the review. You get a reply in your voice: it thanks a specific detail in a good one, apologises specifically and takes a bad one offline. The saved prompt carries your two rules (for example, "never offer a discount in public").
The rule: a bad review with a legal or safety angle gets no AI draft. You answer it yourself, or not at all.
What you paste is: public.
Same shape — what you paste, what you get, and a rule for when it's wrong. Your Guide adapts each one to you.
Not on the list, on purpose: anything that needs an integration, an API key, or software you don't already pay for. If a task needs those, we'll say so on the Fit Call and point you to someone who builds them.
Every Engagement ends with a Guidebook: each Workflow written up step by step with the exact prompts, the basics on one page, what to do when it goes wrong, and what to try next. Here is one Workflow's page from an example Guidebook, so you can see what "you can run it cold" means.
Example — a two-crew landscaping company, follow-ups after a quote
The company, the Guide, and every name, date, and price below are invented. This is one page of the example Guidebook we review real ones against; the rest of it is the first Workflow, the basics, the setup record, and what to try next.
When to run it. Thursday morning, when you look at the quotes from the last week or two that nobody answered. Two days of silence is normal; five is a follow-up.
What you need open.
The steps.
FOLLOW-UP Quoted: [what, total, date sent] They mentioned: [anything personal or a deadline, or "nothing"]
An example run (October 1).
What you typed:
FOLLOW-UP
Quoted: front bed — shrub removal, mulch, plants. $1,128, sent Sept 24.
They mentioned: a graduation party in May.
What came back (three versions; you sent the second):
1. Hi [first name] — just checking whether the front-bed quote from last week is still useful. If May's the target for the party, we'd want to plant by mid-April so it fills in. Any questions on the numbers?
2. Hi [first name] — circling back on the front bed. No rush on my end, but if you're aiming to have it looking good for the graduation party, mid-April is the latest I'd plant. Want me to hold a spot that week?
3. Hi [first name] — following up on the quote from the 24th. Happy to adjust the plant list if the total's more than you had in mind. Should I pencil you in for April?
What you changed: "circling back" became "following up" — you'd never say circling back. That's the day it went on the never-write list in the Project instructions. Otherwise sent as written. They booked the next day.
What to check before you use it.
When it goes wrong.
The Guidebook is yours. It's a document in your own Drive, not a login to our software.
Twenty minutes with a Guide, free, no pitch. Tell us which of these you'd want first; we'll tell you honestly whether three weeks with us will get it running.
Book a free Fit Call