Operating Profile
Inputs
Simulated Stress Elimination
Eliminating fragmented micro-tasks stops after-hours Slack interruptions and mental context-switching drain.
Active Workflow Blueprints
3 Enabled
📅 Calendar Gating & Async Intake
Auto-qualifies booking requests, limits daily meeting caps, blocks buffer times, and routes inquiries to async video forms.
Web Form / Cal
➔
Pre-Qualify Filter
➔
🛡 Buffer Guard
➔
Auto-Invite + Prep Doc
🎯 Smart Inbound Lead Triage & Enrichment
Enriches inbound leads with company revenue data, checks spam blacklists, assigns high-intent accounts to priority Slack channels.
Inbound Webhook
➔
Clearbit/Apollo API
➔
Intent Score > 70
➔
🔔 Slack DM Alert
💳 Invoice Autopilot & Chasing Bot
Generates recurring invoices, sends gentle tiered payment reminders, reconciles Stripe/Quickbooks webhooks automatically.
Milestone / 1st of Mo
➔
🛡 1-Click Invoice Approval
➔
Stripe Webhook
➔
Auto-Ledger Entry
🧾 Zero-Touch Receipt & Expense Categorizer
Extracts merchant, tax, and line items from email attachments via OCR, classifies chart of accounts, and files directly to bookkeeping.
Email PDF Ingest
➔
LLM / OCR Parser
➔
Category Matching
➔
Accounting Sync
Personal Time Reclaim
Live ROI
11.5
Weekly Hours Saved
49.8
Monthly Hours Reclaimed
26.9
Annual Days Returned
8
High-Stress Touchpoints Cut
Weekly Operational Admin Hours
🛡️ Recommended Safety Guardrail
Add 1-click Slack/Email approval token before sending finalized invoices
Platform Recipe Preview
n8n / Make JSON
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