AI that drafts, answers and checks, with a person in charge
AI drafting with approval
Reports, updates and quotes drafted by AI, approved by a person.
Talk to us about this
Cedar & Stone, renovation (fictional company)
A scope change is spotted in a client email and drafted as a change order with photo backup, waiting for approval.
The companies are fictional. Every clip is a real screen recording of the same staged product, not a mockup.
AI drafts the routine writing from your own records: progress reports, client updates, change order paperwork, quote letters and follow-ups. A named person reviews, edits and approves before anything goes out, and every approval is logged. For teams who know what to say but never have time to write it.
Sound familiar?
- Client updates go out late or not at all.
- Writing the weekly report takes longer than the work it describes.
- Change orders get agreed on site and never written up.
- We tried ChatGPT, but pasting things in and checking them took as long as writing.
What you get
What we hand over
- 01Drafts built from your job, client and accounting records, not from a blank page
- 02An approval queue where a person reviews, edits, approves or rejects, in one screen
- 03A record of what each draft read, who approved it and what they changed
- 04Templates in your voice for each kind of document
- 05Sending from your own email or system, only after approval
Works with what you run
Names only. We aren’t partners of any of them, and we start from what you already run.
- Claude
- OpenAI
- Google Docs
- Microsoft Word
- Gmail
- Microsoft Outlook
- JobTread
- QuickBooks Online
How it stays safe
Our principles, applied here
The same rules run through everything we build. How we work
- Nothing is sent without a person approving it. There is no auto-send setting.
- Each draft lists the records it read, so the reviewer can check the figures against the source.
- AI doesn’t set prices. A quote draft uses the prices your team has entered.
And AI never does these alone
- Move money, or promise it
- Send the first message to anyone in your name
- Set a price or a quote
- Make a legal commitment
- Answer a complaint
- Delete records or make bulk changes
- Make an exception to your own rules
Before you hire us
When you don’t need this
We’d rather say it now than after you’ve paid for it.
- If you write a handful of updates a month, drafting them yourself from a template is quicker.
- If the records the drafts would read from are incomplete, the drafts will be too. Fix the data first.
Not sure which side of the line you’re on? Take the scorecard. It’s private, and nothing is sent unless you choose to send it.
Questions
Common questions
We don’t build it that way. The point is that a person stays in charge of what goes out in your name.
Your own records: jobs, notes, photos, budgets, invoices and messages. Each draft shows which ones it used.
We pick per task, usually models from Anthropic (Claude) or OpenAI, under an account in your name.
Tell us what you run, and what this would need to do.
Five short steps. We’ll tell you honestly whether this is the right fit.
Start a project