The ads consultant that becomes an ads agent. Reads paid-ad performance natively through the TikTok Ads connector, or via a build-connector Zapier connection for other ad platforms, explains in plain English what is working and what is burning money,…
Works the bill pile end to end: reads bills and vendor statements out of the AP inbox or from uploaded PDFs and phone photos, pulls out vendor, amount, due date, and line detail, codes each one to the right account and job, matches it against the purchase…
Sets and updates the owner's brand look and output preferences, which every page and document the plugin produces then follows automatically. Captures the brand from a pasted website link or a plain-words description — never a hex code, color picker, or…
Turns a task the owner keeps doing by hand into a named, reusable skill they can trigger by name or put on a schedule. Watches them do it once or listens to them describe it, works out what varies and what stays fixed, writes the skill with approval…
Gets Claude talking to a tool nobody built an official connector for. Works out what the system is, checks the Claude connector directory for an existing connector first, and when there isn't one connects the tool through Zapier — never by hand-building…
Produces a one-page cross-functional business snapshot for SMB owners — cash position (the ledger: MYOB, NetSuite, QuickBooks, Xero, or Zoho Books), sales trend (PayPal/Square/Stripe), pipeline movement (HubSpot), this week's commitments (Calendar), urgent…
Builds today's call list. Runs lead-triage to rank the top-5 leads most worth calling, supplies talking points from email history, blocks time on the calendar, and drafts follow-up messages. Trigger on "call list," "who am I calling today," "top five to call…
Takes an approved content brief and executes a campaign end-to-end: builds the posting calendar, generates Canva designs for social posts, drafts caption and email copy, and stages social sends in HubSpot. Canva is used for social posts only (Instagram,…