Operations That Keep Moving
Stop chasing updates and wondering what slipped. Build smooth, self-moving systems that keep your team aligned and clients moving forward.
Streamlined Operations
Four key areas that create movement, visibility, and peace of mind in your daily operations.
Smart Onboarding
Start every project with clarity—without chasing files or writing the same emails.
- Auto-launch checklists when deals close
- Smart reminders for required documents
- Automatic folder creation and access setup
Team Alignment
Don't let manual handoffs slow you down.
- Weekly digest from all your tools
- Role-based status summaries
- Auto-compiled Monday updates
AI-Powered Communication
Deliver consistent updates without losing time to writing.
- Brand-consistent email drafting
- Internal note summarization
- Automated SOP generation
Proactive Risk Monitoring
Know when something's off before it causes problems.
- Track overdue deliverables
- Flag at-risk accounts early
- Sync alerts to your CRM
Automated Document Delivery
Create seamless welcome experiences. The moment a client or contractor is confirmed, they automatically receive contracts, SOPs, access guides, and tool links—consistently and on-brand.
Before
- • Chasing documents and forgetting steps
- • Inconsistent onboarding experience
- • Hours of back-and-forth weekly
- • Projects starting behind schedule
After
- • Instant, automated document delivery
- • Professional, consistent experience
- • Time freed for strategic work
- • Projects starting strong
The Results
Integrates with Slack, Notion, Google Workspace, Airtable, ClickUp, and more.
Client Success
“We used to lose track of projects all the time. Now everything's visible and nothing falls through.”
Ready for Operations That Just Run?
We'll help you build workflows that work while you sleep.
Chat with Axel our AI assistant