A weekly summary of the business

The whole business,
in one Monday read.

Every Monday, a short summary in your Slack channel: money in and owed, the week's jobs and bookings, what slipped and what needs you. Pulled from Xero, Google Workspace and your other tools, read-only.

Book a free callSee how it runs
A private server for your businessYour data never trains AIYou approve what matters

The short answer

A short summary of the business can arrive every Monday, pulled from Xero, your inbox and your calendar. It posts in your Slack channel before you start: cash in and owed, what's booked, what slipped last week and the few things that need you. It only reads, so it can't change anything.

Visibility

How it runs.

  1. 1The numbers are pulledInvoices, payments and bills from Xero, plus the week ahead from your calendar.
  2. 2The inbox is checkedUnanswered enquiries and anything waiting on you.
  3. 3Compared with last weekSo a change stands out instead of hiding in a total.
  4. 4Posted in Slack, Monday 7amA short read, with what needs you at the top.
  5. 5Ask follow-up questionsReply in the thread: who owes the most, which jobs ran over, what's booked Friday.

What waits for your yes: Nothing. The briefing only reads.

#coastline-physio · 8:02am

Monday brief for the week of 2 November:

Paid last week14 invoices$18,420
Owed over 30 days3 customers · being chased$4,150
Booked this week112 appointments · 6 gaps Thursday88%
Needs you2 unanswered enquiries, 1 two-star review

Runs in the tools
you already use.

Each one is connected through your own account, with only the access this workflow needs.

XeroCash, invoices and bills
MYOBThe same, for MYOB businesses
Google WorkspaceCalendar, Gmail and Sheets
HubSpotPipeline and deals

Tools Feltlab works with, not partners or endorsements.

Who it's for.

Each industry page lists the tools, the other workflows and where most businesses start.

Trades

Quotes drafted. Invoices chased. Bills filed.

Quotes drafted from site notes, overdue invoices chased, supplier bills filed in Xero and missed calls answered. Admin automation for electricians, plumbers, aircon and roofing businesses in Australia.

See the workflows

Builders and renovators

Supplier bills filed. Clients updated. A Monday job brief.

Progress claims and variations drafted, supplier invoices filed in Xero, subcontractor paperwork tracked and clients kept up to date. Admin automation for small building companies in Australia.

See the workflows

Conveyancers and small law firms

Critical dates tracked. Emails filed. Replies drafted.

Client documents chased per matter, settlement and critical dates tracked, inboxes triaged with drafted replies and new matters opened from the first email. Automation for conveyancers and small law firms in Australia.

See the workflows

Allied health clinics

New patients onboarded. Referrals filed. Replies drafted.

New patient enquiries answered and booked, overdue recalls sent, reviews requested after a good visit, and your inbox sorted. Automation for physiotherapy, chiropractic, podiatry and psychology clinics in Australia.

See the workflows

Two ways to start.

Both are monthly, with nothing up front and no lock-in. Prices exclude GST.

Included in Starter for Xero and Google Workspace. Adding job, practice or CRM software is done on Managed.

Starter

Where most start

$500 + GST a month

Your industry's workflows, ready to switch on.

  • Your agent in a private Slack channel
  • Workflows preconfigured for your industry
  • Connect your systems
  • Support by message
Get started

Managed

$5,000 + GST a month

New workflows built and looked after for you.

  • Everything in Starter
  • New workflows built to your process
  • Monitored and fixed if anything breaks
  • Priority support and a monthly review
Get started

Get things built on Managed, then drop back to Starter when you don't need all hands on deck. What's built keeps running.

Security and privacy

Private by design. Safe by default. Your customers, invoices and inbox are the most sensitive things your business holds. Every system is built to keep them private, keep you in control and show you exactly what happened.

Your own private server

Your automations run on a server set up for your business alone, never shared with another client.

Only what a step needs

Your records stay on your server. When a step needs AI, only the information for that step is sent.

Never used to train AI

AI requests only go to providers that don't train on your data or keep it, and any that would are blocked.

You approve what matters

Money, bookings and messages to customers wait for a yes from you or your team.

Every action logged

A plain-English record of everything it read, wrote and sent, so you can always check what happened.

Ring-fenced AI keys

Your business gets its own AI keys with spending limits, so usage is separate, capped and visible.

Questions

Can it come by email instead?

Yes. It posts in your Slack channel, which is on your phone, and it can be emailed as well.

Can it change anything in my systems?

No. The briefing only reads.

Can I choose what's in it?

Yes. Ask in the thread for something to be added or dropped, and next week's briefing includes the change.

More workflows.

Let's find your busywork.

Start with a free 15-minute call. If there's a fit, your agent can be running within days.

Book a free call
Jason Corbett

Jason Corbett, founder
Your one contact from first call to launch.