Blueprints

The exact systems: architecture, stack and controls

Each blueprint is a reference build showing what would be installed in your business and how it's kept under control. They are samples, not client results, and are labeled that way.

01
Reference buildService & booking businesses

Inbound Email Triage Agent with Approval Gate

Every incoming email is read, labeled by intent, enriched with facts from your systems, and turned into a reply draft that a person signs off on. Auto-send stays off until the numbers justify it.

Make or n8n · OpenAI or Claude · Gmail / Outlook · QuickBooks Online · Google Sheets · promptfoo
See the architecture →
02
Reference buildAny industry

Ops Knowledge Brain: Cited Answers from Your SOPs

Your team asks questions in plain English and gets answers pulled only from your own policies and procedures, with a link to the source document under every answer.

n8n · Supabase pgvector · Claude or OpenAI · Google Drive / SharePoint
See the architecture →
03
Reference buildProperty, finance & back office

Document Intake Extractor (Invoices, Contracts, Forms)

Uploaded invoices, contracts and forms are read into structured fields with a confidence score per field, written to your tracker, and anything uncertain is flagged for a person.

n8n · Claude or OpenAI (vision) · OCR · Google Sheets / Airtable
See the architecture →
04
Reference buildProfessional & home services

60-Second Lead Intake Pipeline

A new web inquiry is captured, researched, scored, logged in your CRM, answered with a personalized first reply, and posted to your team in about a minute.

n8n or Zapier · OpenAI or Claude · HubSpot / GoHighLevel · Gmail · Slack · Tally / Typeform
See the architecture →
05
Reference buildAny industry

Ops KPI Dashboard with Weekly Written Brief

A live view of your core operating numbers plus a short weekly brief in plain English: what changed, what looks risky, and three suggested actions.

n8n · Google Sheets / Supabase · Claude or OpenAI · Looker Studio or a custom dashboard
See the architecture →
06
Reference buildAny industry

Multi-Agent Operations Advisory Team

Several specialized agents (research, strategy, marketing, operations) work through a business question in sequence and hand back a short executive brief with a 30-day plan.

n8n · Claude or OpenAI · Web search · Google Docs
See the architecture →
07
Reference buildProfessional services & B2B

Sales Pipeline and Forecast Board

All open deals on one board by stage, with live totals and a forecast weighted by your historical win rates, so you can see what's likely to close without maintaining a spreadsheet.

HubSpot or Pipedrive · n8n · Claude or OpenAI · Google Sheets
See the architecture →
08
Reference buildProfessional services & agencies

Staged Client Onboarding Checklist

A step-by-step onboarding flow where finishing one stage unlocks the next, each step has one owner, and both your team and the client can see progress.

Notion or Airtable · n8n · Gmail · DocuSign or PandaDoc
See the architecture →
09
Reference buildAny industry

SOP-Driven Task Drafts

A task board that shows the written procedure beside each task and drafts a first pass using both, so your team starts from a draft that follows your own process.

Notion or Airtable · Claude or OpenAI · n8n · Google Drive
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