Workspace/Product tour
Sample data Private workspaceA
Your business, with a clearer view

Good to see you, Alex.

A little less friction. A lot more room for the work that matters.

View reports New audit
Make your next move a confident one

There’s a better way
somewhere in your workflow.

We help you find it. Understand how work moves, spot the repetitive parts, and see where AI can make a real difference.

Let’s take a closer look
Active audits
1
Workflows under review
Workflows mapped
3
Across this sample workspace
AI opportunities
3
Practical improvements identified
Potential time released
348hrs / yr
Estimated · sample workflows

Your audits 02

View all

From first enquiry to signed proposal

Sales & client success

◌analysing
Finding practical opportunities68%
3 tools in scope
Open audit

The monthly reporting routine

Finance & operations

Report ready
Your findings are ready to explore100%
2 tools in scope
View findings

A closer look at your workflow

Explore
Enquiry to proposal
HubSpot → Slack → Google Drive
New enquiryHubSpot
QualificationHubSpot
Team handoffSlack
Proposal draftGoogle Drive
Review & sendYour team
Process step Waiting or repeated work

Worth a closer look

All opportunities
A good place to start

Give every new lead a clear next step

Prepare a short lead summary and route the enquiry to the right owner. A team member reviews the recommendation b…

156 hrs / year estimated
Worth exploring

Prepare the report. Keep the judgement.

Collect project updates into a draft management report. Your operations lead validates the figures and adds the b…

108 hrs / year estimated

In your workspace

Activity

A new audit report is ready to explore

23 Oct

A new workflow audit was started

20 Oct

New information was added to an audit

19 Oct