Hi, we have a staff lunch at our office on Monday. Could you do pizza for about 30 people, delivered around 12:15? A few vegetarians. Can you send options?
Drafted by your agent · friendly tone
ready for you
To: Jaspreet Gill · Re: Pizza for 30 people on Monday?
Hi Jaspreet,
Thanks for thinking of us. We can do a 30-person lunch on Monday, delivered around 12:15.
To put a quote together: how many of the 30 are vegetarian, and would you like wings alongside the pizzas? With that I'll send you the options and the price.
Team
Mater's Pizza
Runs on your own computer, under your own account, not on our servers.Built on Claude · sample data, fictional customers ·
Waiting for your OK
Everything the agent has drafted, in one place. You approve, edit or reject. Nothing sends without your approval.
QuoteJaspreet GillRe: Pizza for 30 people on Monday?
Hi Jaspreet, Thanks for thinking of us. We can do a 30-person lunch on Monday, delivered around 12:15. To put a quote together: how many of the 30 are vegetarian, and would you like wings alongside the pizzas? With that I'll send you the options and the price. Team Mater's Pizza
Office lunch, 30 people, Monday at 12:15
New leadMarcus OseiRe: Do you deliver to Redstone?
Hi Marcus, Welcome to the area. On Fridays we're open until 12:45 am, so a late order is no problem. Reply with your street and I'll confirm whether we deliver there ourselves or through one of the delivery apps. Team Mater's Pizza
New customer, asks about delivery area and hours
BookingPrairie Packaging (sample)Re: Pizza boxes: your standing order
Hi, Thanks for checking. Please keep the standing order as it is for this week. If the weekend runs heavier than usual I'll let you know by Monday. Team Mater's Pizza
Supplier asks before the weekend shipment
ComplaintRohan MehtaRe: Order arrived cold last night
Hi Rohan, I'm sorry about last night. Over an hour and cold isn't how we want your order to arrive, and I appreciate you telling us rather than just not coming back. I've looked at what happened on that run and we're fixing it. Your next order is on us. Team Mater's Pizza
Regular customer, late and cold delivery
BookingEmily TranRe: Pickup order for Wednesday evening
Hi Emily, Happy to help with the birthday. Eight large pizzas and two orders of wings for pickup Wednesday at 6:00 pm is booked in. Reply with the toppings you'd like on each, and we'll have everything hot and ready when you arrive. Team Mater's Pizza
Large pickup order with a time
InvoiceDaniel KovacsRe: Receipt for invoice #1048
Hi Daniel, Glad the team enjoyed it. I'll send a receipt for invoice #1048 with the GST shown by end of day. Team Mater's Pizza
Wants a GST receipt for an invoice
BookingFarah SiddiquiRe: Applying for a kitchen position
Hi Farah, Thanks for applying, and for including your FoodSafe. Evenings and weekends are exactly when we need people. Could you come by on Tuesday at 3 pm, before the dinner rush, for a short chat? If not, reply with a couple of afternoons that work. Team Mater's Pizza
Job application, evenings and weekends, FoodSafe held
Follow-upArjun BatraYour pizza lunch quote
Hi Arjun, Just checking you received the quote we sent on Wednesday for your team lunch. Happy to adjust the headcount or the mix if anything has changed. Team Mater's Pizza
Your rule: follow up on quotes after 3 days of silence
Review requestDaniel KovacsHow was the lunch?
Hi Daniel, Thank you again for ordering lunch for your team. If everyone enjoyed it, a short Google review really helps a local shop like ours. Team Mater's Pizza
Hi there, A friendly reminder that invoice #1039 for your staff lunch is now two weeks past due. If it's already been paid, please ignore this, and thank you. Team Mater's Pizza
Your rule: first nudge at 14 days, always polite
ReminderEmily TranYour order is ready at 6:00 pm
Hi Emily, A reminder that your eight large pizzas and two orders of wings will be ready for pickup Wednesday at 6:00 pm. Need to change the time? Just reply. Team Mater's Pizza
Reminder the day before every large order
Social postInstagramPost · today 11:00
Feeding the office? We do large orders with a day's notice. Send us your headcount and we'll sort the rest.
Photo slot: Stacked boxes ready for delivery
Social postInstagram + FacebookPost · Tuesday 17:30
Pizza and wings, the way a weeknight should go. Order on our site or your favourite app.
Photo slot: Pizza and wings on the counter
All clear. Nothing is waiting for you.
Follow-ups
Quote chases, reminders, review requests and invoice nudges, drafted by your rules and queued for your OK.
Quote follow-upQuote sent, no reply after 3 daysShort, friendly check-inOn · asks you first
Order reminderDay before large ordersItems, pickup time, how to changeOn · asks you first
Review requestAfter a large order, happy reply on fileOne line asking for a Google reviewOn · asks you first
Unpaid invoice14 days past duePolite nudgeOn · asks you first
Queued for your approval 4
Sent and scheduled
Reminder · Nisha PatelYour order for FridayApproved · sent Thursday, 5:10 pm
Follow-up · Ben ClarkeYour party order quoteApproved · sent Friday, 11:02 am
Review request · Nisha PatelHow was the food?Approved · scheduled Sunday, 10:00 am
Preview
ToArjun Batra <arjun.batra@example.com>SubjectYour pizza lunch quoteWhyYour rule: follow up on quotes after 3 days of silence
Hi Arjun,
Just checking you received the quote we sent on Wednesday for your team lunch. Happy to adjust the headcount or the mix if anything has changed.
Team
Mater's Pizza
Mater's Pizza · 11120 11 St NE, Calgary, AB · Unsubscribe
Social posts
The agent drafts posts for the week. You approve, and they publish through your own scheduler (Meta Business Suite, LinkedIn or Buffer). Photos come from you.
2 awaiting you
Friday
today
Sunday
Monday
Tuesday
Wednesday
Thursday
Image slot · your photo: Stacked boxes ready for delivery
Awaiting youtoday · 11:00 amInstagram
Feeding the office? We do large orders with a day's notice. Send us your headcount and we'll sort the rest.
Approved posts go to your scheduler. The agent never posts on its own.
Schedule
Bookings the agent pulled from email, phone notes and your web form. Dashed slots are held until the customer confirms. Day-before reminders are drafted for your approval.
3 bookings1 quote1 new lead1 complaint1 invoice1 spam
At risk
Arjun Batra's lunch quoteSent Wednesday, no reply. Follow-up drafted.
Rohan Mehta, cold deliveryRegular customer, over an hour. Apology drafted.
Invoice #103914 days overdue. Polite nudge drafted.
Today at the shop
12:00 pmDough prep · Daily batchKitchen · 1 h
4:00 pmNisha Patel · Pickup, 6 pizzasFront counter · 1 h · reminder approved and sent
5:30 pmDinner delivery run · Own deliveriesDelivery · 3 h
Waiting for you 13
Reply to Jaspreet GillOffice lunch, 30 people, Monday at 12:15
Quote follow-up · Arjun BatraLunch quote sent 3 days ago, no reply
Review request · Daniel KovacsOffice lunch delivered last week
Invoice nudge #1039 · Northgate Dental (sample)14 days overdue, polite tone
Booked from email 4
Prairie PackagingBox deliverySunday 2:00 pm
Jaspreet GillOffice lunch, 30 people · held until confirmedMonday 12:15 pm
Farah SiddiquiInterview · held until confirmedTuesday 3:00 pm
Emily Tran8 pizzas, 2 wings · held until confirmedWednesday 6:00 pm
Books and money
Kept current every night from your bank export, receipt photos, emailed invoices and the till. You answer the few things it can't tell. Sample figures.
$48,210revenue, this month so far
$36,780spent
$11,430profit (24%)
$22,140cash in the bank
Where the money went This month so far
Food cost$16,400
Wages$11,200
Rent$4,800
Delivery app fees$1,870
Packaging$1,340
Utilities$690
Software and phone$480
GST collected $2,290 · GST paid $1,640 · $650 to remit this period, by the Bookkeeper's count. Your accountant confirms the filing.
Questions for you 3 to answer
The only part of the books that needs you. One tap each; the agent learns from your answers.
What was the $412.60 card purchase at a wholesale store on Sunday?
Answered: · the agent will sort this kind of purchase the same way next time
Is the $89.00 monthly charge from a software vendor for the business?
Answered: · the agent will sort this kind of purchase the same way next time
A $250.00 e-transfer came in on Thursday with no name. Who was it from?
Answered: · the agent will sort this kind of purchase the same way next time
Flagged this month 3
Delivery app fees are up a fifth on last monthSame number of orders; the rate changed. Worth a call to the provider.
A subscription was charged twice on MondaySame vendor, same amount, four minutes apart. Refund request drafted for your OK.
Invoice #1039 is 14 days lateA polite nudge is waiting in Approvals.
Owed to you $1,760
Northgate Dental (sample)14 days · Polite nudge drafted$640
Riverside Office Supply (sample)4 days · Not due yet$1,120
Bills coming up $6,670
Prairie Packaging (sample)Due Tuesday$1,180
UtilitiesDue Monday$690
RentDue Thursday$4,800
Where the numbers come from
Bank212 transactions, imported Friday
Receipts14 photos this month
Invoices from email9 filed
Salesdaily export from the till
At year end the Bookkeeper hands a clean package to your accountant: every transaction categorised, receipts attached, questions answered.
Bookkeeping help, not an accountant. Tax filing and advice stay with your CPA; the Bookkeeper makes their job faster.
Agent activity
Every action the agent takes, with the reason, as it happens. Nothing is hidden, and nothing goes out without a line here saying you approved it.
Live
This morning
Wrote the morning briefing3 drafts waiting, 1 at risk
Drafted a reply asking for the vegetarian countNeeded before a quote
Matched Jaspreet Gill's request to a large order30 people, Monday
Sorted Marcus Osei's email as a new customerDelivery area question
Filed the packaging email under suppliesReply due by end of day
Drafted the large-orders post for todayTwo office enquiries this week
Last night
Drafted an apology with a free next orderRegular customer; needs your OK
Sorted Rohan Mehta's email as a complaintLate, cold delivery
The agent can
Read and sort your email
Draft replies and follow-ups in your tone
Check your calendar and hold slots
Draft social posts for the week
Write your morning briefing and weekly report
It never
Sends an email without your approval
Quotes a price you haven't set
Posts to social on its own
Runs on our servers. It runs on your own computer, under your own account.
Weekly report
Written by the agent every Friday afternoon, in plain English. Figures below are the demo's sample activity.
Mater's Pizza: the week in review
Seven days ending today · prepared for Team
A sample week. Most emails were large-order and delivery questions that came in during the lunch and dinner rush. Each one had a reply drafted within minutes, and nothing went out until it was approved.
Two office-lunch enquiries arrived. The agent asked each for headcount and dietary needs before any quote, and one follow-up went out after three quiet days. One cold-delivery complaint came in from a regular; the apology waited for the owner's OK.
Reminders went out the day before every large order, and one job applicant got an interview slot before the dinner rush.
99emails sorted
71replies you approved
24bookings from email
Emails sorted per day
Show as a table
Day
Sorted
Approved
Booked
Sunday
15
10
3
Monday
12
9
2
Tuesday
14
10
4
Wednesday
11
8
2
Thursday
20
15
6
Friday
18
13
5
today
9
6
2
Highlights
Busiest day: Thursday, 20 emails sorted
Every outgoing email was approved by you first
1 post published, 4 waiting for your OK
↑↓ moveEnter runEsc close
About this demo
This is a live demo with sample data. It was prepared for Mater's Pizza. Every customer, email, booking and number in it is fictional, made up to show how the system works. Nothing you click here sends anything.
How the real system works: an AI agent sorts your email, drafts replies and follow-ups in your tone, keeps your calendar and drafts social posts. Nothing sends without your approval.
Where it runs: on your own computer, under your own account, not on our servers.
Built on Claude. Set up and supported by AscendGrowth.
