Documents, Proposals & Business Ops
Generate proposals, presentations, and spreadsheets from chat. Track quotes to cash.
8 use cases in this category
Get a Branded Proposal Instantly in Chat
Create a custom proposal for a client, brand it with your logo, and have the AI email it to them — all in one chat.
Create Professional Presentations in Minutes Without PowerPoint
Generate branded PPTX files from a chat prompt. No design skills needed for client pitches or internal reviews.
Get Sales Reports in Seconds Without Excel
Generate custom sales reports in XLSX/CSV files with just a chat command—no Excel skills needed.
Self-Serving Knowledge Base Cuts Support Calls by 80%
A searchable knowledge base that answers customer questions automatically, reducing support time and improving satisfaction.
Stop Manual Invoicing with Automated Quote-to-Cash
Turn quotes into payments in minutes. No manual invoices, no delays. Perfect for plumbers, dentists, and roofers.
Never Lose Important Business Documents Again
Upload contracts or spec sheets once, and your AI agent will find them instantly. No more hunting for files or missing deadlines.
Save Money on AI Calls and Docs
Route simple FAQs to a cheap model and let the strong model handle proposal writing — all invisible to your clients.
One Dashboard for Your Business Health Check
See all your leads, calls, and content in one place. Get a quick daily update without juggling apps.
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