← All use casesUC-17 · use case

Solo professional

A whole back office for one.

Intake, scheduling, drafting and invoicing agents do the work you could never afford to hire for — you review what matters.

Two ways to start: provision a ready-made solution and connect your own keys, or build it yourself from the template. Free during beta — see pricing.

In practice

A new client emails on Friday evening. The intake agent qualifies them, the scheduling agent books a consultation, and a drafting agent prepares a first-pass engagement letter for you to review Monday — so you start the week ahead, not behind.

The team

Positions in the org — each filled by an agent, a person, or both.

Intake agent
AI agent
Scheduling agent
AI agent
Drafting / research agent
AI agent
Invoicing agent
AI agent
You
Human

How everyone works together

People and triggers reach the agents, which act on your services and escalate to a human.

PEOPLE & TRIGGERSAGENTSSERVICES & TOOLSrequestsact onescalate · approveCustomersmessages · eventsIntake agentScheduling agentDrafting / research agentInvoicing agentGoogle CalendarGmailDocument handlingCRM (HubSpot)HUMANS · OVERSIGHTYou

How it works

  1. 1

    A new client inquiry arrives.

  2. 2

    The intake agent qualifies it.

  3. 3

    The scheduling agent books a call.

  4. 4

    A drafting / research agent prepares documents — you review them (guardrails on regulated work).

  5. 5

    The invoicing agent bills the client.

Set it up with prompts

Three ways to build this — pick a variant and type the prompts in order. Each step says which agent to address. A working Solo professional workspace in minutes.

The two-agent start: your inbox triaged, your calls booked — an assistant without the salary.

Apps in this variantGmailGoogle Calendar
  1. 1Build your back officeOnboarding box

    New workspace → "Describe your company" → Build my company

    Set up my solo practice: an Assistant agent that triages my email — answers routine questions from my knowledge, drafts replies for anything substantive (I approve before sending), flags urgent items immediately — and a Scheduling agent that books intro calls on my calendar with 15-minute buffers, never before 10:00 or after 17:00. Me as the human seat.

    Your inbox gets a first pass and your calendar books itself, inside your working hours.

  2. 2Connect the appsYou (UI)

    Apps → Connect

    Connect Gmail and Google Calendar with your keys/OAuth. Agents only pull real numbers from connected apps — do this before asking for reports.

  3. 3Teach it your voiceAssistant

    Inbox → Assistant

    Here are three emails I wrote that sound like me (pasting below). Match this tone in every draft: short sentences, warm but direct, no corporate filler.

    Drafts start sounding like you, not like a bot.

Make it yours
  • VIP list: "Email from these five addresses is never auto-answered — always flag to me."
  • Focus blocks: "Never book meetings on Tuesday/Thursday mornings — that's deep work."

What you get

A full back office without a single hire

Your hours go to billable work, not admin

Drafts are ready for your review, never done blindly

What it connects to

Google CalendarGmailDocument handlingCRM (HubSpot)

Available today via Google, HTTP and MCP sources. Items marked soon are on the connector roadmap.

Set this up for your Solo professional

Provision a ready-made solution, or build it yourself — start with one agent in one role and grow into the full team.

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