Task management automation so nothing falls through the cracks.
Requests arrive by phone, text and email, and the ones nobody writes down cost you customers. We automate task capture and follow up, so every request becomes a task with an owner and a due date, and nothing depends on someone remembering.
Why it matters
Same business. A different week.
Before
Requests live in inboxes and memories
The owner is the reminder system
Follow ups happen when someone complains
Nobody knows what is overdue
After
Every call, email and form becomes a task
Each task has an owner and a due date
Daily reminders and an overdue list
The owner sees status without asking
What we build
What is included.
Runs on AGENT 04
Office Manager Agent
Scheduling, tasks, reports and paperwork.
Rapid Build
Orders outrunning the office? Rapid Build gets every request tracked this week.
See Rapid Build- Task capture from calls, email and forms
- Assignment rules by type of request
- Daily task digest for each person
- Overdue alerts to the owner
- Checklists for repeat work
- Weekly completion report
Questions owners ask
Do we need a new project management tool?
Usually not. We build on the tools your team already opens every day.
Will my team actually use it?
Training is part of every build. Your team learns to run, change and fix it, and the agent does the reminding.
Can tasks come from phone calls?
Yes. The Receptionist Agent logs every call and creates the task automatically.