Processes · automations · templates

Ready-made business processes. All included.

These are templates — ready-made processes you connect to your company and tune to your own rules. No extra charge — it's all in the subscription. Say "I want this", and the agent switches it on.

1 · Event

Something happens

An email arrives, a deadline comes due, a client goes quiet, prices change, the clock strikes 8:00.

2 · Rules

Your conditions

"If a new client", "if the amount is over €500", "if overdue by more than 5 days" — you set the boundaries.

3 · Action

The agent acts

Replies, reminds, prepares, warns, publishes. The important things — only with your approval.

if a new client email arrivesreply within 15 min + enquiry registered
every day at 07:30morning overview: money, email, deadlines
if an invoice is 5 days overduepolite reminder with a payment link

Fraud guard

Every incoming email checked against fake invoices, phishing and financial fraud.

if a suspicious emailquarantine + a warning to you
included▸ "I want this"

Email sorter

You set the tiers: what reaches you, what goes to archive, what goes to spam. Marketing yes or no. The agent learns from your corrections.

if a marketing emailarchive; the important stuff — on top
included▸ "I want this"

Monthly newsletter

A newsletter for clients and partners — news, tips, offers. You approve, the agent sends and measures.

on the 1st of each monthdraft for your approval
included▸ "I want this"

Invoice generator

"Invoice to Kalnāres for surveying €640" — numbering, VAT, e-invoice format and sending, automatically.

if a job is completedinvoice draft ready
included▸ "I want this"

Cost cutter

Reviews your recurring bills, spots price hikes, finds alternatives and prepares the conversation with suppliers.

if a subscription gets priciercomparison of alternatives
included▸ "I want this"

Debt reminder

Overdue invoices never in your head again. Reminders on schedule, escalation by your rules.

if overdue by 5 / 14 / 30 dreminder → call → warning
included▸ "I want this"

Cash-flow forecast

Every Monday — what's coming in, what's due, where the squeeze will be. Based on your data, not on gut feeling.

every Monday 08:006-week cash-flow forecast
included▸ "I want this"

Google campaign €5 a day

A small, smart ad campaign for your keywords. You only pay Google — setup and monitoring included.

every Fridaywhat the campaign brought in + suggestions
included▸ "I want this"

SEO boost

What your clients search on Google, the page's tech fixed, content that actually ranks. With Search Console proof.

if rankings dropwarning + action plan
included▸ "I want this"

New language for your website

Your website in English, Russian or Estonian — translated, proofread and SEO-tuned for each language.

if you change content on the LV pagetranslations update themselves
included▸ "I want this"

Google profile and reviews

A tidy Business Profile, replies to every review in your voice, and asks happy customers to leave a rating.

if a new reviewreply draft within 1 h
included▸ "I want this"

Social media autopilot

Regular posts to Facebook and Instagram from your everyday work — jobs done, tips, news.

2× a weekpost draft to your phone
included▸ "I want this"

Booking page

Clients pick a free slot in your calendar themselves — no phone calls. Reminders for both sides.

if a new bookingconfirmation + reminder the day before
included▸ "I want this"

Competitor radar

Every week — what your competitors are doing, their prices, their news, where they show up. You know first.

every Fridaycompetitor overview in your inbox
included▸ "I want this"

Price monitoring

Competitor and supplier prices in your industry — so your prices are never too cheap or too expensive.

if the market price changes >10%warning + suggestion
included▸ "I want this"

Client surveys

After every job — a short question: how did it go? Complaints surface immediately, good reviews travel to Google.

if a job is completedsurvey after 2 days
included▸ "I want this"

Brand book

Logo usage, colours, fonts, tone of voice, templates — so every piece looks like you.

if a new assetcheck against the brand book
included▸ "I want this"

WhatsApp office

Brain Club in your phone: tasks, approvals and daily summaries over WhatsApp — the office comes along, even on site.

every evening 18:00daily summary on WhatsApp
included▸ "I want this"

Recruiting assistant

Job ad copy, listings, first-pass candidate screening by your criteria, interview scheduling.

if a new CVscreening + summary for you
included▸ "I want this"

Tax status guard

Every week — your standing with the State Revenue Service: declaration deadlines (VAT — the 20th of each month in EDS), debts, overpayments.

5 d before the deadlinedeclaration draft
included▸ "I want this"

Contract templates + e-signature

Service contracts, cost estimates, acceptance acts — your standard documents, ready for eParaksts.

if a quote is approvedcontract for signing
included▸ "I want this"

GDPR basics

Privacy policy, cookie notice, data processing register — matched to your business.

if data processing changesdocument update
included▸ "I want this"

Deadline guard

Licenses, certificates, the annual report, membership fees, insurance — all in one calendar.

30 / 7 / 1 d beforereminder + action
included▸ "I want this"

Starting a new company

Forming an SIA from A to Z: name check, documents, state fees, application to the Registry — step by step.

if the Registry repliesthe next step automatically
included▸ "I want this"

Vehicle manager

Roadworthiness inspections, OCTA, KASKO, tyre changes, service intervals — for every company car.

30 d before inspection / OCTApolicy comparison + booking
included▸ "I want this"

Domain and SSL guard

Domain, certificates, email deliverability and backups monitored around the clock.

if something is about to expirethe agent acts before clients notice
included▸ "I want this"

Partner background check

Before a contract — a check in the registry: solvency, debts, related parties, sanctions.

if a new deal >€500background check automatically
included▸ "I want this"
+∞

And many more

We add new templates every week. If there's no template for your process yet — the agent will build it just for you.

Tell us what you need →
Every industry — its own kit

A property manager needs different things than a surveyor does.

That's why we bundle the templates into kits by industry — as soon as you connect your company, the agent already knows which processes work in your field.

🏢 Property managers

Resident requests, emergency dispatch, cost estimates, general meeting minutes, debt recovery.

request registeremergency processestimate templatesdebtors

📐 Surveyors and designers

Enquiry → quote → job → sign-off → invoice. Cadastre checks, VZD correspondence.

quote flowcadastre checkact generator

🔨 Builders

Cost estimates, subcontractor contracts, site logs, material prices, building authority deadlines.

estimate processsite logprice monitoring

🛒 E-shops

Order replies, delivery statuses, returns process, price competition, reviews.

order processreturnsprice radar

💇 Beauty and services

Bookings, reminders, client win-back campaigns, Google reviews, gift cards.

booking pagewin-back campaignreviews process

Your industry?

Tell us what you do — the agent will assemble your kit from existing templates and build what's missing.

Propose your industry →
And this is only the beginning

Don't see your process? Just say so.

Every template starts with a single sentence in the terminal. If your business needs something else — the agent will research it, assess it and roll it out.

Apply for early access See task examples