Taskwright

For service businesses with 10–50 people

Recurring ops work, done and checked.

AI drafts the busywork your team repeats every week. A person on your team approves it in one click. We test it on your real data first, then check the quality every month.

request → briefExample run · demo data
  1. 9:02

    New request in ClickUp"Can we get the spring promo landing page live? Same as last year."

  2. 9:03

    Brief draftedGoal, deliverables, owner and acceptance criteria filled in.

  3. 9:03

    Missing detail flagged [confirm] launch dateIt asks instead of guessing a date.

  4. 9:21

    Approved in Slack approvedThe account manager confirmed the date and approved.

  5. 9:21

    4 tasks created and loggedOwners and due dates set. The run is written to the log.

If any step fails, your team gets an alert. Nothing fails silently.

How every workflow behaves

The same three rules apply to everything we build, whatever the task.

step 1

AI does the busywork

It sorts, drafts and fills in the tools your team already uses, like ClickUp, Slack and Google Workspace.

step 2

Not sure? It flags it

It never guesses a date, a price or an owner. Gaps are marked for a person to fill.

step 3

A person approves

Anything client-facing waits for a yes from your team before it goes anywhere.

How we build and test each workflow

Work we take off your plate

The busywork looks the same across most service businesses. Each of these is delivered as finished work with a clear definition of done, not as software for your team to manage.

Client updates and reports

Weekly status updates drafted from your project tool, inbox and notes, so nobody starts from a blank page on Friday afternoon.

For exampleA design agency gets a draft update for each of its 14 clients every Monday at 8 AM. Account managers skim, tweak a line, and approve.

Requests into ready-to-work tasks

Messy requests from email, forms or Slack become a clear brief and assigned tasks, with missing details asked for instead of guessed.

For exampleA client emails "can we refresh the spring promo page, same as last year?" Within minutes there is a brief with goals and deliverables, a flag asking for the launch date, and tasks waiting for approval.

Shared inbox triage

Every email to info@ or service@ is read, labeled and routed. Urgent ones alert the right person right away.

For exampleA home-services company gets 100+ emails a day. "Our heat is out and we have a baby at home" is flagged as urgent and sent to the on-call phone. Supplier promos are labeled and left alone.

Chasing missing documents and forms

Polite, scheduled reminders for whatever clients or new hires still owe you, with received files named and filed.

For exampleA bookkeeping firm needs bank statements from 40 clients before month-end close. Reminders go out on a schedule, replies are checked off, and files land in the right client folder.

Meeting follow-ups

After a call, the action items, owners and due dates are pulled from your notes into tasks, with a follow-up email drafted.

For exampleA consultancy finishes a client kickoff. Ten minutes later, the six action items are in Asana with owners, and a recap email is drafted for the project lead to send.

Keeping your tools in sync

Details typed into one place are copied correctly into the others: forms into your CRM, deals into your project tool, hours into a summary.

For exampleWhen a deal is marked won in HubSpot, the project, client folder and kickoff checklist are created automatically, with no retyping.

We fit best with agencies, accounting and bookkeeping firms, consultancies, home-service companies and other teams of 10–50 people who already run on tools like Google Workspace, Microsoft 365, Slack, ClickUp, Asana or HubSpot. The examples above are illustrations of how each one works, not client results.

How we start

Small first step, measured result, then you decide whether to keep it running.

Week 1

Ops audit

We map where your team's hours go and pick three tasks worth handing off.

$750 for our first 3 clients

30 days

Outcome pilot

One outcome runs for real against a written target.

Priced after the audit

Ongoing

Keep it running

Monitored, fixed when your tools change, reported monthly.

Priced after the pilot

What the audit includes

Tell us what eats your team's week

We'll tell you straight whether it's worth automating.

Get in touch