What the Bot does
- Read CRM, support, and billing for the accounts you name.
- Flag risk with citations, not a red/green orb.
- Draft the save email. Do not send it.
Churn risk with evidence
Account health
Watch the accounts you name. Flag churn risk with evidence. Do not message the customer until you say so.
Health scores lie. You want the last ticket, the last invoice, the last login — in one paragraph.
Never without you
- Email the customer
- Change plan or refund
- Close the account
First message
Talk first. The first message is a real task — not a template to configure.
Account health
Health read on these accounts. Cite CRM, billing, and tickets. Do not message the customer.
Message Account health
Tools this job uses
Connect them when the Bot hits a wall. Nothing goes live until you say so.
FAQ
Will it nag the customer?
No. The memo stays in the Bot thread until you send.
Also hire
Other jobs
Hire for the work. Each Bot is a person in the sidebar.
A computer, a ticket, a fixture
Bug reproduction
Reproduce the bug from the report. Write steps, expected vs actual, and a minimal fixture. Do not change production.
What changed. What needs you.
Chief of staff
A source-linked digest of Slack, inbox, calendar, and notes — only the items that map to this week’s priorities. Does not send. Does not move meetings.
Receipts in. Policy out. No payments.
Expense manager
Read receipts and statements. Flag anything over policy. Never submit or pay. Return a table of exceptions.
DataFast, not a BI warehouse
Founder analytics
Pull the numbers you name. Cite the source. Never change production dashboards. Five bullets, then open questions.
Hire the first one
Meet your first Bot.
Name, optional job, how it should work. Open the thread. The first message is a real task.
Get started