Client onboarding on autopilot
A signed contract triggers a welcome email, intake form, shared folder, and kickoff invite.
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A signed contract triggers a welcome email, intake form, shared folder, and kickoff invite.
Sorts overnight email into reply-now, later, and archive, with drafts ready for the top items.
Finds flights and a hotel near the venue within budget and holds the best options.
Flags risky clauses, unusual terms, and missing protections in a client contract.
Paid partnership. Angel used her Grok Bot agents to plan a San Francisco trip: Sky compared flights and filed confirmations, Scout found local events for her calendar, and Timely handled reminders and packing/housing nudges.