Connected
Understood
Consistent
Capacity
Control
Anywhere
Clarity
Momentum
Calm
01 · Scattered information
Connect what your business already uses.
Your business already has the information it needs, it is just
usually scattered across different tools. MAI brings those
pieces together so your team can find what they need faster.
03 · Your way of working
Teach the system how your business works.
Every business has its own way of doing things. MAI helps
capture those rules so your process becomes more consistent,
repeatable, and easier to delegate.
05 · Human approval
You stay in control.
MAI can prepare the work, but important actions can still
require human review. Your team approves what gets sent,
published, updated, or actioned.
07 · Early warnings
Spot problems earlier.
MAI can monitor activity across the business and surface
useful insights before small problems become bigger ones.
09 · The outcome
Built to make the business run better.
The goal is not to add more AI to your business. The goal is
to reduce friction, improve consistency, and help your team
focus on the work that matters.
It writes in your voice . Drafts read like you, learned from emails you’ve already sent. Services, pricing, preferences, remembered . Tell it once; the portal keeps it on file. Sharper every week it runs. Every job, message and edit teaches it a little more.
Drafts ready before you ask . Follow-ups, summaries and reports prepared in the background. Busywork moves by itself . Routine steps progress without anyone pushing them. Your team keeps the real work . People spend their day on judgement, not admin.
Email, Slack, your phone , it’s there. Ask in whichever tool you already have open. Answers come to you . Summaries and alerts arrive where you’ll actually see them. No new system to babysit . There when you want it, quiet when you don’t.
Insights become tasks . A flagged problem turns into a job with a deadline. Tasks land with an owner . The right person is notified the moment work is created. Less copy, paste, chase . Updates flow into your tools without retyping.
portal.yourbusiness.ca
Sources
Knowledge
Rules
Agents
Approvals
Messages
Insights
Actions
Health
Email Connected
Google Drive Syncing
Airtable Connected
CRM CRM Connected
WEB Website Recently updated
Invoices Connected
New customer file synced just now Website inquiry received 2m ago Invoice record updated 14m ago
Brand & voice Warm, plain-language, never pushy from 240 emails Services & pricing 12 services, 3 seasonal packages from your quotes Clients & history 486 contacts with full history from CRM + email How work flows Quote → deposit → schedule → invoice learned in week one
New: you offer weekend installs just now Updated: preferred supplier list 2d ago
Knowledge depth
Quotes over $5,000 require approval Active New leads should be followed up within 24 hours Active Invoice reminders go out after 7 days Active Urgent requests are routed first Active Send a weekly summary every Friday Draft
Sales Assistant Drafting follow-up email Admin Assistant Preparing quote summary Reporting Assistant Reviewing overdue tasks Website Assistant Suggesting website update
Draft email ready To: Henderson Renovation
Approve Edit Reject
Invoice prepared #1043 · $2,150
Approve Edit Reject
Website update suggested Services page copy
Approve Edit Reject
Follow-up sequence ready 3 emails · new leads
Approve Edit Reject
Email
Portal
Slack
Mobile
MAI
You have 8 new leads. 3 are high-value, 2 need follow-up today, and 1 is missing contact details.
Suggested: Prepare follow-up list
Create task list
4.1h Lead response ▴ faster 23 Website inquiries ▴ 12% 5 Overdue tasks ▾ 2 due 31 Sales activities ▴ 8
Lead response time is up 32% this month.
Three high-value inquiries have not been followed up.
Create task
Update CRM
Draft invoice
Generate report
Notify team
Prepare email
Insight detected
Task created
Owner notified
Faster follow-up
Fewer missed tasks
Better visibility
More consistent processes
Less admin
See what MAI could handle
02 · It learns your business
A portal that gets to know you.
Every connected tool teaches it something. Over time MAI
learns your brand, your services, your language, your rules
and the way work actually flows, so everything it
drafts sounds like you wrote it.
04 · Repetitive admin
Give your team extra hands.
MAI can help with the routine work that slows your team down,
finding information, drafting messages, preparing reports, and
moving simple tasks forward.
06 · No new inbox
Work where you already work.
Your team should not have to live inside another dashboard.
MAI can connect through the tools your business already uses,
including email, chat, mobile, and the portal.
08 · Getting it done
Turn insight into action.
MAI can help move work forward by connecting to the tools your
business already uses. Less copying, pasting, chasing, and
remembering.
One search finds everything . Files, emails, quotes and invoices in a single results list. Five tools, zero digging. No more hunting through tabs to answer one question. Live in days , not months. We connect your existing accounts, nothing to migrate.
Your way of working, baked in . Approvals, follow-up windows and routing set once, kept always. Nothing lives only in heads . Process survives holidays, sick days and staff changes. Day-one staff work like year-five staff. New hires inherit the playbook automatically.
Nothing sends without your yes . Outbound work waits in a queue until someone approves it. Approve in seconds , not meetings. One look, one click, done from any device. You choose what needs sign-off . Set thresholds by value, type or client.
See slow weeks coming . Trends surface early enough to do something about them. Missed follow-ups get flagged . High-value leads never sit unanswered for days. Decisions backed by your numbers . Plain-language answers pulled from your own data.
Fewer bottlenecks . Work stops waiting on memory and inboxes. More follow-through . Every commitment tracked to done. A calmer week, every week. The business runs on a system, not adrenaline.
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