1:1 Note Reminder Generates a templated 1:1 agenda doc before each scheduled 1:1 with rollover action items.
$4,200
~28 hrs · Standard build
30/60/90 Check-In Orchestrator Schedules and auto-delivers feedback surveys to manager and new hire at 30, 60, and 90 days.
$4,200
~28 hrs · Standard build
Healthcare & HIPAA-Aware Ops Access Logging for Sensitive Workflows Logs who/when/why for any flow handling sensitive records.
$9,750
~65 hrs · Orchestrated
Access Request Router Routes tool access requests based on role template, with approvals and provisioning logic.
$4,200
~28 hrs · Standard build
Access Request Router Slack form for access requests with role-based approval routing and auto-provisioning.
$4,200
~28 hrs · Standard build
Access Review Automation Monthly user list export to system owners, captures sign-off.
$9,750
~65 hrs · Orchestrated
Access Revocation Orchestrator Deprovisions SSO, email, Slack, and all connected SaaS accounts on the last day with audit logging.
$9,750
~65 hrs · Orchestrated
Integration Foundations & Plumbing Account Domain Normalization Strips 'www.', enforces lowercase, standardizes domains for dedupe.
$1,350
~9 hrs · Quick play
Account Enrichment Auto-enriches new accounts with firmographic and technographic data.
$4,200
~28 hrs · Standard build
Action Item Extractor Extracts action items from meeting transcripts and creates tasks in the right system with owners.
$9,750
~65 hrs · Orchestrated
Activity Logger Auto-logs emails, calls, and meetings against the right CRM records.
$4,200
~28 hrs · Standard build
AI Content Generator Generates first drafts of blog posts, social posts, and email campaigns on a schedule.
$9,750
~65 hrs · Orchestrated
AI Email Drafter Drafts responses to common inbound emails (support, sales, ops) based on context, ready for human review.
$9,750
~65 hrs · Orchestrated
AI Meeting Recap End-to-end meeting recap with summary, decisions, action items, and sentiment.
$9,750
~65 hrs · Orchestrated
AI Note-Taker Joins meetings, takes notes, and distributes a recap to attendees.
$9,750
~65 hrs · Orchestrated
AI Proposal Writer Generates first-draft proposals from CRM data and discovery notes.
$9,750
~65 hrs · Orchestrated
AI QA Reviewer Reviews calls, emails, and support tickets against quality rubrics and surfaces coaching opportunities.
$9,750
~65 hrs · Orchestrated
AI Research Agent Agent that researches prospects, competitors, or topics on demand with structured output.
$9,750
~65 hrs · Orchestrated
AI Sales Outreach Agent Multi-sub-agent architecture that researches accounts, drafts personalized outreach, and schedules follow-ups.
$22,500
~150 hrs · Platform
All-Hands Prep Bot Collects questions for all-hands via anonymous form and surfaces top-voted ones.
$1,350
~9 hrs · Quick play
Announcement Broadcaster One-stop post that fans out to Slack, email, intranet, and optionally SMS for urgent announcements.
$1,350
~9 hrs · Quick play
Business Intelligence & Reporting Anomaly Detection Alerter Watches key metrics for unusual spikes or drops and alerts owners.
$4,200
~28 hrs · Standard build
Company Culture & Engagement Anonymous Suggestion Box Slack form that captures anonymous feedback and routes it to leadership with sentiment tagging.
$1,350
~9 hrs · Quick play
AP Aging Snapshot Weekly upcoming payments summary posted to Finance.
$4,200
~28 hrs · Standard build
Integration Foundations & Plumbing API Rate-Limit Monitor Tracks API errors and rate-limit headers; auto-throttles and notifies Ops.
$4,200
~28 hrs · Standard build
Recruiting & Talent Acquisition Applicant Screener AI-driven first-pass screen based on role criteria, with candidates routed to reviewers.
$4,200
~28 hrs · Standard build
Healthcare & HIPAA-Aware Ops Appointment Reminder Cadence Sends reminders via approved channels and logs delivery outcome.
$4,200
~28 hrs · Standard build
Approval Matrix Enforcement Spend/discount/contract thresholds enforced by role with audit trail.
$4,200
~28 hrs · Standard build
AR Aging Snapshot Weekly aging summary posted to Finance + Ops channel.
$4,200
~28 hrs · Standard build
Customer Success & Support At-Risk Customer Alert Flags accounts with declining health and notifies the CSM with context.
$4,200
~28 hrs · Standard build
Attribution Reporter First-touch, last-touch, and multi-touch attribution dashboards.
$9,750
~65 hrs · Orchestrated
Auto-Apply Credit Notes Applies existing credits to next invoice and notifies customer.
$4,200
~28 hrs · Standard build
Project Management & Delivery Auto-Close Stale Tasks Tasks inactive >60 days outside active projects flagged for closure.
$4,200
~28 hrs · Standard build
Auto-Create Opportunities From Product Interest High-intent product actions create PQL opportunity (SaaS).
$4,200
~28 hrs · Standard build
Auto-Invoice from Closed-Won Generates a Stripe invoice on contract signature, pulling terms from CRM and contract.
$4,200
~28 hrs · Standard build
Auto-Tag Invoice Exceptions Unmapped SKU/service code routes to Ops for mapping fix.
$4,200
~28 hrs · Standard build
Customer Success & Support Auto-Tag Tickets With Enrichment Enriches ticket with account ARR, plan, lifecycle stage visible to agents.
$4,200
~28 hrs · Standard build
Business Intelligence & Reporting Automated Report Distributor Delivers reports to stakeholders on a schedule via email, Slack, or PDF.
$4,200
~28 hrs · Standard build
Project Management & Delivery Automatic RAID Log Updates Risk-tagged comments append to central RAID register.
$4,200
~28 hrs · Standard build
Healthcare & HIPAA-Aware Ops BAA Tracking Tracks Business Associate Agreements with vendors; alerts on missing or expiring BAAs before integration.
$4,200
~28 hrs · Standard build
Backup Verification Confirms backups completed successfully and alerts on failure.
$4,200
~28 hrs · Standard build
Bank Deposit Matching Helper Matches deposits to invoices and flags unmatched for review.
$9,750
~65 hrs · Orchestrated
Benefits Open Enrollment Workflow Walks employees through open enrollment with reminders, FAQs, and escalations.
$9,750
~65 hrs · Orchestrated
Beta Program Manager Manages beta enrollment, communications, feedback collection, and graduation to GA.
$9,750
~65 hrs · Orchestrated
Birthday & Anniversary Card Sender Prompts the manager with a short personalized card to send; Claude drafts the note.
$4,200
~28 hrs · Standard build
Company Culture & Engagement Birthday Broadcaster Posts a celebratory message in a team Slack/Teams channel on the employee's birthday, pulled from your HRIS.
Rippling/BambooHR → Slack
$1,350
~9 hrs · Quick play
Executive Personal Productivity Board & Investor Follow-Up Tracker Captures commitments made in investor and board meetings and tracks follow-through.
$9,750
~65 hrs · Orchestrated
Executive & Board Reporting Board Deck Data Aggregator Pulls financial, product, and go-to-market metrics into a pre-populated board deck.
$22,500
~150 hrs · Platform
Company Culture & Engagement Book / Podcast Club Manager Rotates new picks, creates discussion threads, and schedules the next session.
$1,350
~9 hrs · Quick play
Buddy Assigner Matches a new hire to a buddy based on team/tenure and schedules their first coffee.
$4,200
~28 hrs · Standard build
Project Management & Delivery Budget Burn Tracker Flags projects consuming budget faster than scope would predict.
$4,200
~28 hrs · Standard build
Budget Variance Alerts Weekly alerts when departments are trending over budget.
$4,200
~28 hrs · Standard build
Project Management & Delivery Bug → Client Comms Drafter High severity bug creates templated client update draft for review.
$4,200
~28 hrs · Standard build
Customer Success & Support Bug Status → Customer Update Drafts Linked bug status changes generate customer update (with internal approval).
$4,200
~28 hrs · Standard build
Bug Triage Router Classifies incoming bugs by severity and routes to the right engineering team.
$4,200
~28 hrs · Standard build
Integration Foundations & Plumbing Bulk Backfill Runner Paginated API pulls for 'last 12 months' historical data backfill.
$9,750
~65 hrs · Orchestrated
Calendar Cleanup Weekly cleanup of declined or duplicate events.
$4,200
~28 hrs · Standard build
Executive Personal Productivity Calendar Negotiator Handles meeting requests, reschedules, and coordinates with external EAs.
$22,500
~150 hrs · Platform
Campaign ROI Reporter Ties marketing spend to opportunities and revenue for live ROI reporting.
$9,750
~65 hrs · Orchestrated
Recruiting & Talent Acquisition Candidate Experience Survey Auto-sends post-interview surveys and flags low scores for hiring-team review.
$4,200
~28 hrs · Standard build
Certification Renewal Alerter Monitors certifications and schedules renewal activities.
$4,200
~28 hrs · Standard build
Certification/License Expiry Alerts Tracks PMP, CPA, state licenses, etc., and alerts employees and managers 90/60/30 days out.
$4,200
~28 hrs · Standard build
Project Management & Delivery Change Request Intake Form Form submission creates CR ticket, assigns approver, pauses work until approved.
$4,200
~28 hrs · Standard build
Customer Success & Support Changelog Notifications Release notes publication notifies customers by segment, updates CRM activity log.
$4,200
~28 hrs · Standard build
Channel Deal Registration Handles inbound partner deal reg with conflict checks and acceptance logic.
$4,200
~28 hrs · Standard build
Customer Success & Support Churn Prediction Alerter Flags likely-to-churn customers based on behavioral signals.
$9,750
~65 hrs · Orchestrated
Clause Library Searchable library of pre-approved clauses for common contract situations.
$9,750
~65 hrs · Orchestrated
Project Management & Delivery Client Approval Chase Approval tasks idle >3 business days auto-remind client and escalate to AM.
$4,200
~28 hrs · Standard build
Project Management & Delivery Client Status Report Generator Weekly auto-generated status reports pulled from project management data, ready for PM review.
$9,750
~65 hrs · Orchestrated
Client/Stakeholder Notifier Sends pre-approved notifications to external stakeholders with new point-of-contact info.
$4,200
~28 hrs · Standard build
Closed-Won Celebration Bot Posts deal wins in Slack with rep, amount, and product, triggering confetti and kudos.
$4,200
~28 hrs · Standard build
Co-Sell Tracker Manages co-sell opportunities between your AEs and partner reps.
$4,200
~28 hrs · Standard build
Collections Workflow Escalating sequence for past-due invoices, with handoff to a collections agency when thresholds hit.
$9,750
~65 hrs · Orchestrated
Commission Calculator Calculates commissions from CRM data with quota attainment and accelerators.
$9,750
~65 hrs · Orchestrated
Community Engagement Leaderboard Tracks posts, reactions, and helpfulness in your Slack or Discord community.
$4,200
~28 hrs · Standard build
Community Member Onboarding Welcomes new community members with a series of posts, DM intros, and resources.
$4,200
~28 hrs · Standard build
Customer Success & Support Community/Forum Escalation High-engagement forum post creates ticket and routes to support.
$4,200
~28 hrs · Standard build
Company Culture & Engagement Company Values Spotlight Rotates through your core values each week with a short reflection prompt posted to a team channel.
$1,350
~9 hrs · Quick play
Company Culture & Engagement Company-Wide Trivia Bot Runs a weekly trivia question with a scoreboard and a small monthly prize winner.
$1,350
~9 hrs · Quick play
Competitive Intel Aggregator Pulls mentions of competitors from CRM notes, support tickets, and win/loss interviews into one dashboard.
$9,750
~65 hrs · Orchestrated
Competitor Monitor Tracks competitor pricing changes, new features, and funding news, digested weekly.
$4,200
~28 hrs · Standard build
Compliance Evidence Collector Pulls evidence for SOC 2, ISO 27001, HIPAA audits on a schedule.
$9,750
~65 hrs · Orchestrated
Compliance Evidence Pack Generator Monthly compilation of audit artifacts (approvals, logs, access reviews) into auditor-ready folder.
$22,500
~150 hrs · Platform
Compliance Training Reminder Tracks mandatory training (harassment, security, etc.) and nudges incomplete employees + managers.
$4,200
~28 hrs · Standard build
Healthcare & HIPAA-Aware Ops Consent Management Tracker Updates consent status and stores evidence link when forms are signed.
$9,750
~65 hrs · Orchestrated
Content Distribution Engine Cross-posts new blog, video, or podcast content across LinkedIn, X, newsletter, and sales enablement tools.
$4,200
~28 hrs · Standard build
Contract Metadata Extractor Uses AI to extract key terms (start/end, auto-renew, notice period) from signed contracts and logs them.
$9,750
~65 hrs · Orchestrated
Contract Renewal Alerter Fires reminders ahead of renewal windows, broken out by customer, vendor, or partner.
$4,200
~28 hrs · Standard build
Procurement & Vendor Mgmt Contract Renewal Intelligence Surfaces vendors up for renewal with usage data and negotiation leverage.
$4,200
~28 hrs · Standard build
Contract Renewal Tracker Flags expiring vendor and customer contracts 120/90/60/30 days out.
$4,200
~28 hrs · Standard build
Contract Request Automation Deal reaches 'Legal Review' stage triggers contract request ticket with deal data.
$4,200
~28 hrs · Standard build
Contract Review Router Routes contracts to legal based on value, risk, or template deviation.
$4,200
~28 hrs · Standard build
Course Completion Tracker Tracks LMS progress and nudges employees and managers on overdue courses.
$4,200
~28 hrs · Standard build
Credential Rotation Reminders Tracks API key age, creates rotation tasks, notifies owners before expiry.
$4,200
~28 hrs · Standard build
CRM ↔ Billing Reconciliation Nightly check that closed-won amounts match invoiced amounts and flags discrepancies.
$9,750
~65 hrs · Orchestrated
Business Intelligence & Reporting Cross-System Metric Reconciler Compares the same metric across systems (e.g., Salesforce ARR vs. Stripe) and flags drift.
$9,750
~65 hrs · Orchestrated
Integration Foundations & Plumbing Cross-Tool ID Mapping Service Maintains mapping table of CRM Account ID ↔ PM Project ID ↔ Billing Customer ID.
$22,500
~150 hrs · Platform
Customer Success & Support CSAT Follow-Up Workflow Low CSAT triggers manager review and follow-up email task.
$4,200
~28 hrs · Standard build
Currency Conversion Handler Normalizes multi-currency invoices and payments into your reporting currency.
$4,200
~28 hrs · Standard build
Customer Success & Support Customer Churn Exit Workflow Cancellation triggers exit survey, data export instructions, internal churn analysis ticket.
$9,750
~65 hrs · Orchestrated
Customer Success & Support Customer Comms Compliance Gate Sensitive outbound communications route through approval and store record.
$9,750
~65 hrs · Orchestrated
Customer Feedback → Product Board Syncer Consolidates customer feedback from multiple channels into your product discovery tool.
$9,750
~65 hrs · Orchestrated
Customer Success & Support Customer Feedback Router Routes feedback from support, surveys, and calls to product, engineering, or leadership as appropriate.
$4,200
~28 hrs · Standard build
Customer Success & Support Customer Health Score Engine Calculates health scores from product usage, support volume, NPS, and renewal proximity.
$9,750
~65 hrs · Orchestrated
Customer Hierarchy Builder Child accounts update parent/child structure and rollup metrics.
$9,750
~65 hrs · Orchestrated
Customer Success & Support Customer Milestone Celebrator Celebrates customer milestones (first 100 users, anniversary, case study) with a branded touch.
$4,200
~28 hrs · Standard build
Customer Success & Support Customer Training Scheduling New admin user creation triggers 'book training' email and scheduling link.
$4,200
~28 hrs · Standard build
Daily Standup Aggregator Collects async standup responses in Slack and posts a single team digest.
$1,350
~9 hrs · Quick play
Business Intelligence & Reporting Dashboard Refresh Orchestrator Triggers dashboard refreshes and flags staleness or failures.
$4,200
~28 hrs · Standard build
Data Hygiene & Governance Data Enrichment Pipeline Enriches accounts and contacts on creation from Clearbit, ZoomInfo, or Apollo.
$9,750
~65 hrs · Orchestrated
Business Intelligence & Reporting Data Pipeline Monitor Watches ETL/ELT pipelines and alerts on failures, delays, or data volume anomalies.
$4,200
~28 hrs · Standard build
Data Quality Scorecard Tracks % of records with required fields completed and flags outliers.
$9,750
~65 hrs · Orchestrated
Healthcare & HIPAA-Aware Ops Data Retention Cleanup Automation Scheduled purge/archival per retention policy with documented completion.
$4,200
~28 hrs · Standard build
Data Hygiene & Governance Data Validation Monitor Continuously checks data against validation rules and posts violations.
$4,200
~28 hrs · Standard build
Day-One Welcome Kit Triggers on signed offer letter: provisions email, SSO, Slack, core SaaS tools, and sends a welcome email with first-day instructions.
$9,750
~65 hrs · Orchestrated
Deal Desk Approvals Routes non-standard terms (pricing, legal, discounts) through the right approvers.
$4,200
~28 hrs · Standard build
Deal Registration Workflow Handles partner deal reg with specialty product overrides and existing-account-owner logic.
$4,200
~28 hrs · Standard build
Data Hygiene & Governance Deleted Record Audit Tracks mass deletions and flags suspicious patterns.
$4,200
~28 hrs · Standard build
Project Management & Delivery Deliverable Packaging Workflow Compiles files, generates share link, notifies client when marked Ready.
$9,750
~65 hrs · Orchestrated
Project Management & Delivery Delivery Checklist Enforcement Blocks 'Start delivery' status unless required checklist items complete.
$4,200
~28 hrs · Standard build
Departure Announcement Drafter Generates a tactful internal and (if needed) external announcement based on exit type.
$4,200
~28 hrs · Standard build
Project Management & Delivery Dependency Tracker Surfaces cross-team dependencies and their risk status.
$4,200
~28 hrs · Standard build
Device Lifecycle Manager Tracks devices from issuance to return, including age, warranty, and compliance.
$9,750
~65 hrs · Orchestrated
Dispute Management Workflow Charge dispute event creates case, collects artifacts, assigns owner.
$9,750
~65 hrs · Orchestrated
Recruiting & Talent Acquisition Diversity Sourcing Pipeline Dashboard Live view of pipeline diversity at each stage with alerting.
$9,750
~65 hrs · Orchestrated
Document Expiry Alerts Tracks documents with expiration dates (insurance, certifications, SOC 2) and alerts owners.
$4,200
~28 hrs · Standard build
Document Signing Orchestrator Sends NDA, handbook, and policy acknowledgments via e-signature and tracks completion.
$4,200
~28 hrs · Standard build
DPA Processor Handles Data Processing Agreements on demand for enterprise deals.
$4,200
~28 hrs · Standard build
Duplicate Invoice Detector Catches duplicate vendor invoices before they get paid.
$4,200
~28 hrs · Standard build
Data Hygiene & Governance Duplicate Record Detector Scans Salesforce/HubSpot for duplicate accounts, contacts, and leads with auto or assisted merge.
$9,750
~65 hrs · Orchestrated
E-Sign Completion → Provisioning Kickoff Signed contract triggers customer onboarding workflow and internal handoff.
$9,750
~65 hrs · Orchestrated
E-Signature Workflow Routes documents for signature with ordered approvals and reminders.
$4,200
~28 hrs · Standard build
Integration Foundations & Plumbing Email Alias Expansion Maps billing@ / ap@ / finance@ emails to canonical billing contact.
$1,350
~9 hrs · Quick play
Email Auto-Responder Setup Configures an out-of-office auto-reply pointing to the new owner for a defined period.
$4,200
~28 hrs · Standard build
Email List Hygiene Bot Cleans bounces, unsubscribes, and stale contacts on a schedule.
$4,200
~28 hrs · Standard build
Equipment Ordering Workflow Triggers a laptop/monitor/peripherals order based on role, with shipping status updates posted to the new hire.
$4,200
~28 hrs · Standard build
Equipment Return Tracker Generates a return shipping label, tracks receipt, and closes out the asset in inventory.
$4,200
~28 hrs · Standard build
Project Management & Delivery Escalation Ladder Automation Task blocked >48 hours notifies next-level leader and creates escalation record.
$4,200
~28 hrs · Standard build
Event Attendee Enrichment Enriches attendee lists with firmographic and CRM data for targeted outreach.
$4,200
~28 hrs · Standard build
Event Registration Workflow Manages the full lifecycle: registration, reminders, check-in, post-event follow-up.
$9,750
~65 hrs · Orchestrated
Event Registration Workflow Full lifecycle from registration to post-event follow-up.
$9,750
~65 hrs · Orchestrated
Executive Personal Productivity Exec Briefing Doc Generator Pre-meeting briefs with attendee background, last interaction, and recommended talking points.
$9,750
~65 hrs · Orchestrated
Executive Personal Productivity Executive Inbox Triage AI-powered triage and drafting for the executive's inbox.
$22,500
~150 hrs · Platform
Executive & Board Reporting Executive Summary Generator AI-generated narrative summaries of weekly metrics for busy leaders.
$9,750
~65 hrs · Orchestrated
Exit Interview Scheduler Books the exit interview and feeds responses into a trending report on departure reasons.
$4,200
~28 hrs · Standard build
Customer Success & Support Expansion Opportunity Identifier Flags usage patterns that suggest upsell or cross-sell potential.
$4,200
~28 hrs · Standard build
Expense Report Router Routes expense reports for approval based on amount, category, and org structure.
$4,200
~28 hrs · Standard build
Expert Finder Slack bot that answers 'who knows about X?' by pulling from skills inventory and past project work.
$9,750
~65 hrs · Orchestrated
External Meeting Router Routes booked external meetings to the right CRM record and logs attendees.
$4,200
~28 hrs · Standard build
FAQ Bot AI-powered internal bot that answers common HR, IT, and ops questions from your knowledge base.
$9,750
~65 hrs · Orchestrated
Feature Request Aggregator Collects feature requests from support, CSMs, and sales into one prioritized backlog.
$4,200
~28 hrs · Standard build
Feature Usage Analytics Alerter Alerts the product team when new feature adoption is below threshold.
$4,200
~28 hrs · Standard build
Integration Foundations & Plumbing Field Completeness Enforcement Blocks stage progression if key fields are missing.
$4,200
~28 hrs · Standard build
Data Hygiene & Governance Field Standardization Bot Normalizes inconsistent values (country names, phone formats, titles).
$4,200
~28 hrs · Standard build
Final Pay & Benefits Coordinator Coordinates final paycheck, PTO payout, COBRA notification, and benefits termination.
$4,200
~28 hrs · Standard build
First-Paycheck Setup Validator Confirms direct deposit, tax forms, and benefits elections are complete before first payroll run.
$4,200
~28 hrs · Standard build
Funnel Health Dashboard Conversion rates at every stage with anomaly alerts.
$9,750
~65 hrs · Orchestrated
Gong/Avoma → CRM Sync Auto-extracts deal intelligence, competitors, and action items from call recordings and updates the CRM.
$4,200
~28 hrs · Standard build
Google Workspace Admin Audit Pull Pulls Admin audit events for lookback window, alerts on risky changes.
$9,750
~65 hrs · Orchestrated
Hardened Code Execution Configuration Enforces task runner best practices and flags risky internal mode usage.
$4,200
~28 hrs · Standard build
Headcount Dashboard Live view of open reqs, starts, terms, and attrition by team.
$9,750
~65 hrs · Orchestrated
Integration Foundations & Plumbing Idempotency-Key Generator Computes idempotency key per event to block duplicate processing.
$4,200
~28 hrs · Standard build
Integration Foundations & Plumbing Immutable Audit Log Writer Writes every automation action (who/what/when) to append-only log store.
$9,750
~65 hrs · Orchestrated
Customer Success & Support Implementation Timeline Nudges Onboarding stuck at step >N days nudges customer and internal owner.
$4,200
~28 hrs · Standard build
In-App NPS → CRM Pipes in-app NPS responses to CRM with auto-routing of detractors to CSMs.
$4,200
~28 hrs · Standard build
Customer Success & Support Incident Communication Hub Incident declared creates status page update draft, timeline doc, stakeholder pings.
$9,750
~65 hrs · Orchestrated
Incident Evidence Capture Incident declaration auto-snapshots relevant logs and preserves them.
$4,200
~28 hrs · Standard build
Integration Monitor Watches for silent failures across your tech stack and alerts when sync jobs break.
$9,750
~65 hrs · Orchestrated
Intelligent Ticket Routing Classifies and routes support tickets using AI, improving on keyword-based rules.
$9,750
~65 hrs · Orchestrated
Internal Knowledge Base Bot AI chatbot that answers from your company's Confluence, Notion, and Google Drive.
$22,500
~150 hrs · Platform
Recruiting & Talent Acquisition Interview Scheduler Round-robin scheduling based on interviewer availability, load balancing, and interview panel composition.
$9,750
~65 hrs · Orchestrated
Executive & Board Reporting Investor Update Drafter Compiles monthly investor update from system data and team inputs, ready for CEO review.
$9,750
~65 hrs · Orchestrated
Invoice Delivery + Open Tracking Sends invoice email, tracks opens/clicks, alerts if not opened in X days.
$4,200
~28 hrs · Standard build
Invoice Reminder Sequencer AI-driven reminder cadence based on invoice age, payment history, and relationship.
$4,200
~28 hrs · Standard build
Invoice-to-Project Reconciliation Ensures every invoice line ties to a project/task; opens reconciliation ticket if not.
$9,750
~65 hrs · Orchestrated
Project Management & Delivery Jira Template Auto-Builder Creates a Jira project from a template on new client engagement, pre-populating tasks, assignees, and due dates.
$4,200
~28 hrs · Standard build
Recruiting & Talent Acquisition Job Posting Distributor Pushes new reqs from your ATS to LinkedIn, Indeed, your careers page, and niche boards with UTMs.
$4,200
~28 hrs · Standard build
Customer Success & Support Knowledge Base Gap Detector Frequently asked ticket topics with no KB article trigger content request.
$4,200
~28 hrs · Standard build
Knowledge Transfer Collector Prompts the departing employee to document key processes, hand off projects, and update owner fields in systems of record.
$4,200
~28 hrs · Standard build
Executive & Board Reporting KPI Dashboard Refresher Ensures dashboards are refreshed and flags data issues before exec review.
$9,750
~65 hrs · Orchestrated
Company Culture & Engagement Kudos Board Slash command (/kudos @person for X) that posts to a shared channel, logs the kudos to a spreadsheet, and tallies a monthly leaderboard.
$1,350
~9 hrs · Quick play
KYC/KYB Document Chase Missing onboarding docs trigger reminders and deadline-based escalations.
$4,200
~28 hrs · Standard build
Lead Capture → CRM Syncer Catches form fills from your site, landing pages, and events and routes to CRM with attribution.
$4,200
~28 hrs · Standard build
Lead Nurture Orchestrator Drip campaigns that respond to behavioral signals (demo watched, pricing page visited).
$9,750
~65 hrs · Orchestrated
Lead Router (Round Robin) Routes inbound leads based on territory, segment, product, and rep availability, with fallback rules.
$4,200
~28 hrs · Standard build
Lead Scoring & Routing Scores leads on firmographic + behavioral data and routes accordingly.
$9,750
~65 hrs · Orchestrated
Lead-to-Cash Observatory Unified dashboard tracking every stage from lead to collected cash with conversion rates.
$22,500
~150 hrs · Platform
Learning Path Assigner Assigns curricula based on role, tenure, and performance review outcomes.
$4,200
~28 hrs · Standard build
Legal Deadline Reminder Tracks legal deadlines (termination notices, renewal windows, notice periods).
$4,200
~28 hrs · Standard build
Integration Foundations & Plumbing Lifecycle-Stage Drift Alerts Alerts when customer is 'Active' in billing but 'Prospect' in CRM.
$9,750
~65 hrs · Orchestrated
Lost Deal Retro Capture Closed-Lost forces capture of reason codes; monthly summary to leadership.
$4,200
~28 hrs · Standard build
Meeting Hygiene Auditor Flags meetings without agendas, meetings that could be async, and recurring meetings with low value.
$4,200
~28 hrs · Standard build
Meeting Outcome Logger Forces a structured outcome after each sales meeting (next steps, competitor, decision criteria).
$4,200
~28 hrs · Standard build
Meeting Prep Doc Generator Creates an agenda doc with relevant context pulled from CRM, last meeting notes, and LinkedIn.
$4,200
~28 hrs · Standard build
Meeting Recap Distributor Takes transcripts from Gong/Avoma/Zoom and sends summarized recaps with action items to attendees.
$9,750
~65 hrs · Orchestrated
Mentor Matching Pairs mentors and mentees based on goals, skills, and availability.
$4,200
~28 hrs · Standard build
MFA Enforcement Tracker Identifies users without MFA on critical tools and nudges.
$4,200
~28 hrs · Standard build
Project Management & Delivery Milestone → Billing Trigger Syncs Jira milestone completion back to CRM/billing for milestone-based invoicing.
$4,200
~28 hrs · Standard build
Company Culture & Engagement Milestone Ticker Broadcasts company-level milestones (ARR crossings, headcount, customer count) automatically when thresholds are hit.
$1,350
~9 hrs · Quick play
Data Hygiene & Governance Missing Field Alerter Flags records missing required fields (industry, employee count, owner) and nudges owners.
$4,200
~28 hrs · Standard build
Month-End Close Checklist Orchestrates the close: reconciliations, journal entries, approvals, and publish.
$9,750
~65 hrs · Orchestrated
MQL → SQL Handoff Automates the handoff of qualified leads with an SDR/AE notification and context package.
$4,200
~28 hrs · Standard build
Multi-CRM Dedupe and Merge Enforces merge rules across HubSpot marketing + Salesforce sales setups.
$4,200
~28 hrs · Standard build
Multi-Entity Billing Rules Routes invoices to correct legal entity for multi-subsidiary customers.
$9,750
~65 hrs · Orchestrated
Project Management & Delivery Multi-PM Tool Consolidation Mirrors key status fields across Jira/Asana/monday when teams use different tools.
$9,750
~65 hrs · Orchestrated
n8n Patch Alerting Monitors n8n releases and security advisories, opens internal tasks for critical updates.
$4,200
~28 hrs · Standard build
NDA Automator Self-service NDA generation, signing, and tracking with a library of counterparties.
$4,200
~28 hrs · Standard build
Company Culture & Engagement New Hire Welcome Post Posts a short bio, photo, and fun fact about each new hire on their first day across Slack and the intranet.
$1,350
~9 hrs · Quick play
Newsletter Compiler Pulls top content of the week into a newsletter draft ready for review.
$4,200
~28 hrs · Standard build
Newsletter Compiler Pulls wins, updates, and shoutouts from multiple channels into a draft company newsletter.
$4,200
~28 hrs · Standard build
Healthcare & HIPAA-Aware Ops No-Show Follow-Up Workflow No-show event triggers reschedule outreach and updates care team task list.
$9,750
~65 hrs · Orchestrated
No-Show Handler Detects no-shows and sends a reschedule link with a tactful message.
$4,200
~28 hrs · Standard build
Customer Success & Support NPS Distribution & Routing Sends NPS surveys at the right lifecycle moments and routes detractors to CSMs.
$4,200
~28 hrs · Standard build
Offboarding Kickoff Triggers on resignation or term date: generates a full offboarding checklist across IT, HR, Finance, and Manager.
$9,750
~65 hrs · Orchestrated
Recruiting & Talent Acquisition Offer Letter Generator Pulls compensation from the ATS, generates a custom offer letter, routes for approval, and sends via e-sign.
$4,200
~28 hrs · Standard build
Executive & Board Reporting OKR Rollup Aggregates team OKRs into an org-wide view with progress and risk indicators.
$9,750
~65 hrs · Orchestrated
Project Management & Delivery On-Hold Project Freezer Overdue payment auto-pauses project, freezes notifications, posts internal instructions.
$4,200
~28 hrs · Standard build
Onboarding Calendar Builder Auto-books 1:1s with manager, skip-level, peers, and key cross-functional stakeholders for week one.
$4,200
~28 hrs · Standard build
Customer Success & Support Onboarding Milestone Tracker Tracks new customers through milestones and escalates if stuck.
$4,200
~28 hrs · Standard build
Onboarding Progress Dashboard Live dashboard for People Ops showing where each new hire is in the onboarding flow.
$9,750
~65 hrs · Orchestrated
Ops Ticketing System Intake form for tool, process, and access requests routed to the right ops team with SLAs.
$9,750
~65 hrs · Orchestrated
Data Hygiene & Governance Orphan Record Cleaner Finds records without proper ownership or parent relationships.
$4,200
~28 hrs · Standard build
P&L Distribution Sends departmental P&Ls to budget owners on a schedule.
$4,200
~28 hrs · Standard build
Partial Payment Reconciliation Handler Payment less than invoice total creates reconciliation task and updates client balance.
$4,200
~28 hrs · Standard build
Partner Marketing MDF Workflow Orchestrates Marketing Development Fund requests, approvals, and spend reconciliation.
$4,200
~28 hrs · Standard build
Partner Onboarding Orchestrates partner agreement signing, portal provisioning, training enrollment, and first deal reg.
$9,750
~65 hrs · Orchestrated
Partner Portal Syncer Keeps partner-facing portal data in sync with CRM, billing, and content systems.
$9,750
~65 hrs · Orchestrated
Partner Scorecard Ranks partners by revenue, deal volume, and engagement to focus investment.
$4,200
~28 hrs · Standard build
Password Reset Bot Self-service Slack bot for common password and MFA resets.
$4,200
~28 hrs · Standard build
Patch Management Notifier Tracks patch compliance across devices and escalates non-compliant users.
$4,200
~28 hrs · Standard build
Healthcare & HIPAA-Aware Ops Patient/Client Intake Normalization Form submission validates fields and creates records in CRM + scheduling system with minimal PHI exposure.
$9,750
~65 hrs · Orchestrated
Payment Method Change Manager Orchestrates the process when a customer switches payment methods.
$4,200
~28 hrs · Standard build
Payment Received Project Unlock Payment confirmation triggers 'resume work,' unfreezes PM project, posts internal greenlight.
$4,200
~28 hrs · Standard build
Performance Review Orchestrator Runs the full review cycle: self-reviews, peer feedback, manager reviews, calibration prep, and final delivery.
$9,750
~65 hrs · Orchestrated
Company Culture & Engagement Pet Photo Friday Automated prompt each Friday asking teammates to share a pet pic, with reactions tallied for a monthly 'pet of the month' board.
$1,350
~9 hrs · Quick play
Healthcare & HIPAA-Aware Ops PHI-Safe Notification Routing Routes notifications without PHI to Slack/email; PHI details only to approved systems.
$9,750
~65 hrs · Orchestrated
Phishing Report Handler Button in email that routes reported phishing to IT with auto-quarantine.
$4,200
~28 hrs · Standard build
Pipeline Hygiene Bot Nudges reps on stale opportunities, missing close dates, and untouched deals.
$4,200
~28 hrs · Standard build
Procurement & Vendor Mgmt PO Generation & Approval PO creation with routing based on amount and department.
$4,200
~28 hrs · Standard build
Policy Acknowledgment Tracker Distributes policy updates, captures acknowledgments, and escalates non-responders.
$4,200
~28 hrs · Standard build
Policy Attestation Workflow Quarterly request to employees to attest key policies, tracks completion, escalates.
$4,200
~28 hrs · Standard build
Poll & Survey Bot Slack-based polls with auto-reporting of results.
$1,350
~9 hrs · Quick play
Post-Event Follow-Up Orchestrator Segments attendees (showed, no-show, engaged) and sends tailored follow-ups.
$9,750
~65 hrs · Orchestrated
Project Management & Delivery Post-Project Survey Sender Sends CSAT surveys after project completion and feeds responses into the account record.
$4,200
~28 hrs · Standard build
Predictive Lead Scoring ML-based lead scoring that improves over time based on closed-won patterns.
$9,750
~65 hrs · Orchestrated
Pricing Exception Log Discounts above threshold trigger approval and log exception for governance.
$4,200
~28 hrs · Standard build
Privacy Request Handler Intake and orchestration for GDPR/CCPA data requests.
$9,750
~65 hrs · Orchestrated
Procurement & Vendor Mgmt Procurement Intake Form Single front door for new purchase requests with routing to legal, security, finance, and IT.
$4,200
~28 hrs · Standard build
Project Management & Delivery Project Health Score Calculation Computes schedule + scope + budget health score, updates dashboard nightly.
$9,750
~65 hrs · Orchestrated
Project Management & Delivery Project Kickoff Orchestrator Triggers on new engagement: creates Slack channel, Google Drive folder, Jira project, Notion page, and sends kickoff email.
$9,750
~65 hrs · Orchestrated
Proposal Generator Pulls opportunity and account data into a branded proposal via PandaDoc or DocuSign.
$4,200
~28 hrs · Standard build
PTO Balance Digest Monthly report to each employee showing PTO used, remaining, and a nudge if they're under-using.
$4,200
~28 hrs · Standard build
PTO/OOO Request Router Captures time-off requests via Slack, routes for approval, and auto-posts to team calendar and Slack status.
$4,200
~28 hrs · Standard build
Company Culture & Engagement Pulse Survey Bot Runs weekly or monthly one-question eNPS surveys, aggregates responses, and delivers a trend report to leadership.
$1,350
~9 hrs · Quick play
Project Management & Delivery QA Handoff Automation Status change to 'Ready for QA' creates QA checklist items and assigns tester.
$4,200
~28 hrs · Standard build
Customer Success & Support QBR Prep Generator Pulls usage, support, and goal data into a pre-populated QBR deck.
$9,750
~65 hrs · Orchestrated
Quota Attainment Tracker Live quota attainment with forecast-vs-plan.
$9,750
~65 hrs · Orchestrated
Quote-to-Cash Orchestrator Links quoting, approval, e-sign, billing trigger, and CRM stage updates in one flow.
$9,750
~65 hrs · Orchestrated
Company Culture & Engagement Random Coffee Pairings Weekly or biweekly pairings of team members for virtual coffees, auto-scheduled with Calendly or Google Calendar.
$1,350
~9 hrs · Quick play
Recording Sharing Automator Posts meeting recordings to the right project/account channel with permissioned access.
$4,200
~28 hrs · Standard build
Redline Tracker Surfaces contracts with open redlines, aged more than X days.
$4,200
~28 hrs · Standard build
Recruiting & Talent Acquisition Reference Check Coordinator Sends reference check forms and aggregates responses.
$4,200
~28 hrs · Standard build
Recruiting & Talent Acquisition Referral Bonus Tracker Tracks employee referrals from submission to hire and triggers bonus payouts.
$4,200
~28 hrs · Standard build
Referral Commission Tracker Calculates and distributes referral commissions with full audit trail.
$9,750
~65 hrs · Orchestrated
Healthcare & HIPAA-Aware Ops Referral Routing Automation New referral triggers triage queue assignment, doc checklist, and scheduling outreach.
$9,750
~65 hrs · Orchestrated
Refund Workflow Issued refund updates CRM, notifies support, updates entitlement system.
$4,200
~28 hrs · Standard build
Release Notes Generator Auto-generates customer-facing release notes from shipped Jira tickets.
$4,200
~28 hrs · Standard build
Customer Success & Support Renewal Readiness Report 60 days pre-renewal compiles health + engagement into CSM briefing.
$9,750
~65 hrs · Orchestrated
Customer Success & Support Renewal Reminder Workflow Alerts CSMs and AEs at 120/90/60/30 days before renewal with account context.
$4,200
~28 hrs · Standard build
Rep Performance Scorecard Daily/weekly rep scorecards with activity, pipeline, and attainment.
$9,750
~65 hrs · Orchestrated
Project Management & Delivery Resource Allocation Signal Build phase entry auto-creates staffing request and notifies resource manager.
$4,200
~28 hrs · Standard build
Project Management & Delivery Resource Capacity Dashboard Live view of consultant allocation, utilization, and bench time.
$9,750
~65 hrs · Orchestrated
Revenue Recognition Automation Schedules revenue recognition based on service delivery or subscription terms.
$9,750
~65 hrs · Orchestrated
Review Alerter Monitors G2, Capterra, Trustpilot, Google for new reviews and alerts the right team.
$4,200
~28 hrs · Standard build
Procurement & Vendor Mgmt RFP Coordination Workflow Orchestrates RFPs from scoping to vendor selection with scoring templates.
$9,750
~65 hrs · Orchestrated
Customer Success & Support Root Cause Analysis Pack Resolved incident auto-creates RCA doc, gathers metrics/logs, schedules review.
$9,750
~65 hrs · Orchestrated
Sales → Delivery Handoff Packet Closed-Won creates handoff doc populated with scope, stakeholders, risks.
$4,200
~28 hrs · Standard build
Sales Collateral Request Bot Slack-based collateral library that serves up the right deck or one-pager for the deal stage.
$4,200
~28 hrs · Standard build
Sales Forecast Rollup Aggregates individual rep forecasts into team and org-level views with variance tracking.
$9,750
~65 hrs · Orchestrated
Scheduled Invoice Sender Releases invoices on a defined date or contract trigger rather than immediately.
$4,200
~28 hrs · Standard build
Project Management & Delivery Scope-Change Detection Estimated hours up >X% vs baseline triggers CR approval workflow.
$4,200
~28 hrs · Standard build
Recruiting & Talent Acquisition Scorecard Collector Nudges interviewers to submit scorecards within 24 hours and blocks next steps if missing.
$4,200
~28 hrs · Standard build
Security Incident Triage Captures and routes incidents through severity classification, response team paging, and post-mortem generation.
$9,750
~65 hrs · Orchestrated
Segregation of Duties Checks Flags when same person requests and approves high-risk actions.
$4,200
~28 hrs · Standard build
Business Intelligence & Reporting Self-Serve Report Builder Helper Natural-language interface to pull data from a warehouse or CRM without SQL.
$9,750
~65 hrs · Orchestrated
Sensitive Data Exfiltration Guardrails Detects workflows attempting to send regulated fields to non-approved destinations; blocks and alerts.
$22,500
~150 hrs · Platform
Sentiment Analysis for Support Scores support tickets by sentiment and escalates unhappy customers.
$9,750
~65 hrs · Orchestrated
SEO Rank Tracker Weekly rank reports for target keywords with movement alerts.
$4,200
~28 hrs · Standard build
Shadow IT Detector Flags new SaaS tools showing up in expense reports or SSO logs.
$4,200
~28 hrs · Standard build
Shared Credential Rotator Rotates any shared credentials the employee had access to and logs the change.
$4,200
~28 hrs · Standard build
Skills Matrix Updater Keeps a live skills inventory based on self-reports, training completions, and project work.
$9,750
~65 hrs · Orchestrated
Project Management & Delivery SLA Breach Alerter Flags projects, tickets, or tasks breaching SLA before they go red.
$4,200
~28 hrs · Standard build
Smart Document Summarizer Summarizes contracts, proposals, and meeting notes into key points and action items.
$9,750
~65 hrs · Orchestrated
Smart Email Triage Categorizes and prioritizes inbound email, surfacing what needs attention first.
$9,750
~65 hrs · Orchestrated
Social Media Scheduler Batches and schedules social posts with auto-recycling of evergreen content.
$4,200
~28 hrs · Standard build
Integration Foundations & Plumbing Soft-Delete Propagation Account archive in CRM cascades to PM and documentation spaces.
$9,750
~65 hrs · Orchestrated
Software License Tracker Monitors licenses, utilization, and renewal dates to catch shelfware.
$4,200
~28 hrs · Standard build
Speaker Coordination Manages speaker confirmations, bios, headshots, and AV requirements.
$4,200
~28 hrs · Standard build
Procurement & Vendor Mgmt Spend Analysis Dashboard Categorizes spend, flags duplicates and overlap, and suggests consolidation.
$9,750
~65 hrs · Orchestrated
Spending Approval Workflow Slack-based approvals for purchases over threshold with policy enforcement.
$4,200
~28 hrs · Standard build
SPIFF Tracker Tracks sales contests with live leaderboards.
$4,200
~28 hrs · Standard build
Sponsor Deliverables Tracker Tracks sponsor deliverables and ensures nothing slips.
$4,200
~28 hrs · Standard build
Project Management & Delivery Sprint Retro Notes Compiler Pulls retro feedback into themes and action items.
$4,200
~28 hrs · Standard build
SSO Provisioning Automator Bulk-provisions SSO apps based on role templates.
$4,200
~28 hrs · Standard build
Data Hygiene & Governance Stale Record Identifier Flags records with no activity in 6/12/24 months for review or archive.
$4,200
~28 hrs · Standard build
Integration Foundations & Plumbing Standard Naming Convention Enforcer Renames projects/folders using template (Client – Project – YYYY).
$4,200
~28 hrs · Standard build
Company Culture & Engagement Step / Fitness Challenge Tracker Integrates with Apple Health, Strava, or Fitbit to run team step challenges with a live leaderboard.
$1,350
~9 hrs · Quick play
Stripe ↔ CRM Sync Two-way sync of customers, invoices, payments, and subscription changes.
$9,750
~65 hrs · Orchestrated
Project Management & Delivery Subcontractor Limited-Access Provisioning Creates restricted accounts and sends onboarding email.
$9,750
~65 hrs · Orchestrated
Subpoena & Legal Hold Orchestrator Routes legal holds to IT and affected employees with acknowledgment tracking.
$9,750
~65 hrs · Orchestrated
Customer Success & Support Success Plan Generator Auto-creates a success plan template at kickoff based on the signed SOW.
$4,200
~28 hrs · Standard build
Customer Success & Support Support → Bug Ticket Creation Reproduction-tagged ticket creates Jira issue with bidirectional link.
$4,200
~28 hrs · Standard build
Swag Shipment Trigger Fires a branded swag order to the new hire's home address on their start date.
$4,200
~28 hrs · Standard build
Recruiting & Talent Acquisition Talent Pool Nurture Keeps warm candidates engaged with periodic updates on the company and new roles.
$4,200
~28 hrs · Standard build
Company Culture & Engagement Team Win Celebrator Listens for closed-won deals, shipped projects, or completed milestones and posts a celebration with confetti in the team channel.
Salesforce/Jira → Slack
$1,350
~9 hrs · Quick play
Template Generator Spins up MSAs, SOWs, NDAs from CRM data on demand.
$4,200
~28 hrs · Standard build
Territory Assignment Engine Auto-assigns accounts to reps based on geography, ICP fit, or named-account lists.
$9,750
~65 hrs · Orchestrated
Customer Success & Support Ticket Deflection Bot Slack/Intercom bot that serves up KB articles before a ticket is created.
$4,200
~28 hrs · Standard build
Time Tracking → Invoice Draft Weekly pull of approved time entries, mapped to billable line items, drafts invoice.
$9,750
~65 hrs · Orchestrated
Project Management & Delivery Timesheet Compliance Bot Reminds team members to log time and escalates missing entries to managers.
$4,200
~28 hrs · Standard build
Training Needs Assessment Collects training requests and surfaces trends for L&D planning.
$4,200
~28 hrs · Standard build
Training Path Assignment Enrolls the new hire in role-specific courses in your LMS and tracks completion.
$4,200
~28 hrs · Standard build
Healthcare & HIPAA-Aware Ops Transmission Security Gate Enforces encryption/secure transport checks before sensitive data moves between systems.
$9,750
~65 hrs · Orchestrated
Executive Personal Productivity Travel Coordinator Books and manages travel with policy compliance and calendar sync.
$9,750
~65 hrs · Orchestrated
Turnover Alerting Flags teams or managers with attrition above threshold.
$4,200
~28 hrs · Standard build
Integration Foundations & Plumbing Two-Way Contact Sync With Conflict Rules 'CRM wins' or 'last edit wins' policy enforcement.
$9,750
~65 hrs · Orchestrated
Integration Foundations & Plumbing Unknown Value Intake Handler Unrecognized status/type creates Ops ticket to update mapping rules.
$9,750
~65 hrs · Orchestrated
Usage-Based Billing Prep Pulls usage metrics daily, validates anomalies, stages billing file.
$9,750
~65 hrs · Orchestrated
UTM Validator Blocks or flags traffic without proper UTMs to keep attribution clean.
$4,200
~28 hrs · Standard build
Procurement & Vendor Mgmt Vendor Onboarding Workflow W-9 collection, security review, insurance verification, and master vendor record creation.
$9,750
~65 hrs · Orchestrated
Vendor Payment Scheduler Batches and schedules AP runs with approval gates.
$4,200
~28 hrs · Standard build
Procurement & Vendor Mgmt Vendor Performance Scorecard Tracks SLAs, delivery performance, and satisfaction across vendors.
$4,200
~28 hrs · Standard build
Vendor Risk Intake New vendor request triggers risk questionnaire, SOC2 collection, security review routing.
$9,750
~65 hrs · Orchestrated
Procurement & Vendor Mgmt Vendor Security Review Orchestrator Sends security questionnaires and tracks completion before a vendor goes live.
$4,200
~28 hrs · Standard build
Version Control Monitor Alerts when a contract is edited after approval or when redlines are unresolved.
$4,200
~28 hrs · Standard build
Customer Success & Support VIP Customer Escalation Organization tagged VIP triggers auto-escalation and internal war-room channel.
$4,200
~28 hrs · Standard build
Company Culture & Engagement Virtual Icebreaker Rotator Posts a daily or weekly icebreaker question to team channels.
$1,350
~9 hrs · Quick play
Company Culture & Engagement Volunteer Hours Tracker Logs employee volunteer time, tallies it for DEI reporting, and auto-shares stories company-wide.
$1,350
~9 hrs · Quick play
W-9 / W-8BEN Collector Auto-collects tax forms from new vendors before first payment.
$4,200
~28 hrs · Standard build
Integration Foundations & Plumbing Webhook Replay Queue Stores inbound webhook payloads 7–30 days for replay if downstream is down.
$9,750
~65 hrs · Orchestrated
Integration Foundations & Plumbing Webhook Signature Validation Gate Validates signatures/headers, rejects malformed payloads, logs failures.
$4,200
~28 hrs · Standard build
Webinar Follow-Up Sequence Segments attendees vs. no-shows and sends tailored follow-ups.
$4,200
~28 hrs · Standard build
Executive & Board Reporting Weekly Exec Metrics Digest Sends each executive a tailored metrics digest every Monday.
$9,750
~65 hrs · Orchestrated
Weekly Wrap-Up Digest Aggregates wins, learnings, and priorities from each team into a Friday digest.
$1,350
~9 hrs · Quick play
Company Culture & Engagement Work Anniversary Announcer Posts anniversary shoutouts with years of service and a fun message.
HRIS → Slack
$1,350
~9 hrs · Quick play
Write-Off Approval Workflow Routes uncollectible invoice approval, logs reason, marks accordingly.
$4,200
~28 hrs · Standard build
