Small teams to 100+ peopleTrades, services, clinics, consultancies
Hand the busywork to AI. Keep every decision.
Your team is doing too much by hand. I set up Anthropic's Claude inside the tools you already use: ready-made for small teams, or built around how a bigger operation runs. The AI drafts the work, and you approve it.
“Waited 40 minutes for a table on a Tuesday…”
Anna, I'm sorry. Tuesday should never be a 40-minute wait. Come back as my guest and let me make it right.
Set up by Darren Card: 20 years leading product and technology, most recently taking Lexful from zero to production AI in 6 months.
- Intuit QuickBooks
- PayPal
- HubSpot
- Stripe
- Shopify
- Canva
- Docusign
- Google Workspace
- Microsoft 365
- Xero
Do not see yours? I build a bridge to whatever else you use.
See all 62 tools I connect
- QuickBooks
- Xero
- FreshBooks
- Wave
- Stripe
- PayPal
- Moneris
- Plooto
- Ramp
- Gusto
- Humi
- ADP
- HubSpot
- Salesforce
- Zoho
- Apollo.io
- GoHighLevel
- Calendly
- Typeform
- Gmail
- Google Workspace
- Microsoft 365
- Slack
- Microsoft Teams
- Zoom
- Intercom
- Zendesk
- Twilio
- Shopify
- Square
- WooCommerce
- Wix
- Etsy
- DoorDash
- Uber Eats
- Mailchimp
- Klaviyo
- Canva
- Meta
- Google Business Profile
- Yelp
- Clio
- Jane
- Dentrix
- Vagaro
- Mindbody
- Jobber
- Housecall Pro
- ServiceTitan
- Toast
- OpenTable
- Docusign
- Notion
- Google Drive
- Dropbox
- ClickUp
- Asana
- Monday.com
- Airtable
- Zapier
- Make
- n8n
Ready-made connector in Claude for Small Business. The rest I connect through their API or a bridge, where the tool allows it.
The work that eats your week.
- Customers
- The same 20 questions, every week.
- Reviews sit unanswered.
- Sales
- Quotes and callbacks go out late.
- New leads wait hours for a reply.
- Money
- Unpaid invoices sit for weeks.
- Month-end numbers take a weekend.
- Scheduling
- Reminders slip, so bookings do too.
- Shift swaps eat your Sunday.
Today you are the glue between your tools. After, you approve.
- Readsyour tools
- Followsyour playbook
- Draftsthe work
- Asksfor your OK
- + more
Ready-made for small teams. Built around you for bigger operations.
Anthropic's ready-made connectors and workflows, set up in your accounts and extended where they stop.
- + more
- Set up in your own accounts.
- Drafts come to you to approve.
- Nothing new for your team to learn.
- Find the work
- Price it
- Do it
- Report and bill
- Done for you
- Check and OK
- Yours to do
- Signed documents stay with a person.
- Sensitive data stays out, decided before any build.
- Every AI job must save more than it costs, or it is switched off.
What it looks like on a real Tuesday.
A 1-star review just came in. Draft a reply in my voice and offer to make it right.
- Google Business Profile
- Gmail
- HubSpot
“Waited 40 minutes for a table on a Tuesday, then nobody checked on us. Third visit and the worst.”
Found in HubSpot: 3 visits since June.
Anna, I'm sorry. You've been in three times and we let you down on the third. Tuesday should never be a 40-minute wait. Come back as my guest and let me make it right. Marco
New quote request for a hot water tank. Price it from my last jobs and offer two callback times.
- Gmail
- HubSpot
- Google Calendar
Priced from 3 similar installs in HubSpot.
Open on your calendar: Wed 10:00, Thu 2:00.
Jesse, thanks for reaching out. For a 50 gallon swap with no venting change, installs like yours run $1,850 to $2,200, with the tank, labour, and haul-away included. I can come by Wednesday at 10:00 or Thursday at 2:00 to confirm. Sam
Find patients due for a cleaning next month and draft reminders with our open times.
- Dentrix
- Google Calendar
- Gmail
Your rule: names and dates only. Clinical notes stay out.
Found in Dentrix: 12 patients due in November.
- Priya S.last cleaning Apr 14
- Tom W.last cleaning Apr 22
- Lena K.last cleaning May 2
- and 9 more
Hi Priya, it's time for your cleaning at Maple Street Dental. We have Nov 4 at 9:00 or Nov 6 at 3:30. Reply with the one that suits you.
Close September for Harbourside Bakery. Match the books to Shopify and Stripe, and explain the numbers in plain English.
- Intuit QuickBooks
- Stripe
- Shopify
- Shopify: 34 payouts, $81,201.28, matches
- Stripe: 11 payouts, $34,918.72, matches
- 9 uncategorised items, now sorted
- 1 possible duplicate, held for you
September brought in $116,120, up 3% on August. After costs the bakery kept $9,240, an 8.0% margin.
Draft the estimate for the new site assessment from our five most similar past jobs.
- Project files
- Microsoft 365
- QuickBooks
Your rule: cultural and heritage data stays out.
Priced from 5 similar assessments in your project files.
- Field days6 days
- Report writing4 days
- Senior review1 day
Range $18,400 to $21,900. Two lines differ from the past jobs and are flagged for the estimator to check.
Your business, written down once. Every automation starts from it.
Claude already knows your trade. The playbook adds what makes your business yours. It lives in your own Google Drive or Notion, and it gets updated when your prices or rules change.
- Your head
- A price sheet
- Old emails
- Past quotes
- Your longest-serving staff
- Services and prices
- Customers and their history
- Your tone of voice
- How you quote
- How you book and remind
- How you chase and follow up
- Discounts and refunds
- Anything over a set amount
- Anything unusual
- Review replies in your voice
- Quotes priced from past jobs
- Invoice follow-ups on your terms
- Reminders with real openings
- The Monday summary
One automation first. No program, no lock-in.
- 01The callTell me what eats your week.You and me
- 02The pickWe choose one thing to automate.You decide
- 03The buildSet up in your tools, tested on your data.Me
- 04The runDrafts come to you. I watch month one.Claude drafts
- 05The next oneBuild the next, keep this one, or stop.You decide
Your week, once it is running.
- Mon6amWeekend summary
- TueAll dayDrafts to approve
- WedAs neededOdd thing flagged
- ThuAll dayDrafts to approve
- Fri4pmWeek in numbers
- SatQuiet
- SunQuiet
We compare the first automation to what we agreed. You decide what comes next.
You could do it yourself. Here is what each way takes.
| Compared on | Self-serveSet up Claude yourself | Custom buildHire a developer | RecommendedWork with me |
|---|---|---|---|
| Time to first automation | Days to install, weeks to choose | Whenever their queue allows | The date we agree on |
| What you learn | Every workflow and connector | How to spec and review | Nothing |
| Cost of a mistake | Your time and your books | Their invoice, often after launch | Nothing goes live untested |
| Upkeep | You, forever | A new invoice each time | I watch month one |
| If it fails | Try another workflow | Start over or pay again | I adjust it in month one |
| What you keep | Whatever you remember setting up | Their code and their notes | Your playbook, in your accounts |
- Time to first automation
- Days to install, weeks to choose
- What you learn
- Every workflow and connector
- Cost of a mistake
- Your time and your books
- Upkeep
- You, forever
- If it fails
- Try another workflow
- What you keep
- Whatever you remember setting up
- Time to first automation
- Whenever their queue allows
- What you learn
- How to spec and review
- Cost of a mistake
- Their invoice, often after launch
- Upkeep
- A new invoice each time
- If it fails
- Start over or pay again
- What you keep
- Their code and their notes
- Time to first automation
- The date we agree on
- What you learn
- Nothing
- Cost of a mistake
- Nothing goes live untested
- Upkeep
- I watch month one
- If it fails
- I adjust it in month one
- What you keep
- Your playbook, in your accounts
What working with me includes.
- A call to find the one thing worth automating first.
- Claude set up inside your accounts, ready-made or built around you.
- Your playbook: how your business runs, written down in plain language.
- The first automation, built and tested on your real data.
- Bridges to tools without a ready-made connector.
- Month one watched and adjusted while your team learns it.
See what your first automation looks like.
30 minutes. No fee. You describe what eats your week, and I say what I would automate first.
Book a callWhat owners ask me first.
Is this a chatbot? My customers hate talking to bots.
No. A chatbot answers from a script. An AI agent reads your data, uses your tools, and drafts the work. Nothing sends without your team clicking send, so your customer gets a reply from a real person.
Will AI replace my team?
No. It does the work your team does not have time for anyway. Your team keeps the relationships and the decisions, and gets to spend more time on both.
My competitors are doing this already. Am I too late?
No. 58% of small businesses used generative AI in 2025, up from 23% in 2023 (US Chamber of Commerce). Most of that is a chat window: an email drafted, a post written. Few have it running inside their operations, which is where the hours are.
I do not have time to learn another tool.
You do not need to. Your part is the first call, a few decisions, and a check-in at the end of month one. Your tools stay the same for you and your team.
I run a regulated business (dental, medical, legal, financial). Is this safe?
It can be. Before anything is built, we agree in writing what the AI can and cannot see, and clinical, legal, and financial records stay out unless your rules allow it. If your field requires a signed data agreement, that gets confirmed before we start.
What if the AI gets something wrong?
Everything I set up has a check. Rules first, a model second, a person on anything that matters. If something looks off, it stops and asks you instead of guessing.
Is this only for small businesses?
No. Small teams on everyday tools usually start ready-made on Claude for Small Business. Bigger operations, with specialist work and several systems, get one system built around their own work cycle, running on Claude in their own cloud account.
Am I locked into Claude?
No. Your playbook is plain documents in your own Google Drive or Notion, and the connections use your own logins. Any AI tool can read a plain document, so if something better comes along, your playbook goes with you.
How much does it cost, how long does it take, and what if I want to stop?
We agree on cost and timing in the first call, before anything starts. No retainer, no long contract, no auto-renewal. Everything lives in your own accounts, including your playbook.
One call, and you know what your first automation looks like.
30 minutes, no fee. You describe what eats your week. I say what I would automate first and what you would get out of it. If it is not a fit, I say so and point you somewhere better.