Quote Estimator
Sanity-check a quote you're about to send. Given scope + your rates, returns line-item breakdown plus risks that could blow the number.
Example automations · as-is
Small Business & Solo Pro
Example automations for the front-office work that eats your afternoons.
Quoting, invoicing, customer follow-up, expense tracking, content calendars, market monitoring.
InTouch is a general-purpose automation platform. This page shows how it can be applied to small-business and solo-professional workflows using example skills and jobs from the InTouch Hub. The same platform runs in other contexts and handles workflows we haven't published examples for.
These are examples, not turnkey products. Read the README and YAML for each before running. Most read from Google Sheets you maintain or Gmail labels you set up, and digest to whichever channel you prefer (email, Slack, Discord).
What you can automate
Money flowing in
Invoices sent 14 days ago with no response. Quotes that went silent. Expense receipts that never got categorized. The receivables follow-up you keep meaning to do.
Customer touchpoints
Appointment reminders. Showing follow-ups. Support tickets that need triage by urgency. The polite-but-firm cadence that converts prospects into clients.
Content + marketing
Content calendar that knows what posts are due this week. Competitor website change detection. Industry news digests. Customer-facing weather/event triggers.
Quote ops
Incoming RFQs triaged by trade and urgency. Outgoing quotes followed up at 7/14/21 days. Win/loss tracking. The pipeline you keep meaning to organize.
Featured example skills
Customer Follow-up
Given a sent-quote context + how long it's been silent, drafts a polite-but-effective follow-up message. You review, hit send.
Invoice Processor
Read an incoming invoice (vendor side); extract amount, due date, line items, payment terms into a structured record. Stops manual receipt sorting.
Expense Tracker
Categorize an expense from a vendor name + amount. Map to your chart of accounts. Tag personal vs business. Sanity check before submitting.
Support Ticket Triager
Classify an incoming support email by category, urgency, and required SME. Routes the right cases to the right inbox without you scanning every ticket.
Daily Sales Reconciler
Given yesterday's POS/Stripe/Square data, returns a one-page sales summary: total, by category, anomalies, expected vs actual.
Timesheet Collector
Pulls timesheets from your team's preferred channel (email, Slack, Sheet), reconciles them into one billable-hours report.
Featured example jobs
Invoice Reminder
Daily check of an open-invoices Sheet. Alerts on aged receivables. Drafts the follow-up message; you send.
Quote Follow-up
Weekly digest of quotes sent 7+ days ago without response. You decide who to call; the job is the nag.
RFQ Triage
Polls Gmail for incoming RFQ emails. Claude classifies each: customer, scope, complexity, rush level. Logged to a Sheet; digest to the front office.
Appointment Reminder
Reads upcoming appointments from a Sheet or Google Calendar. Alerts day-before so confirmations get sent. Reduces no-shows.
Content Calendar
Daily check of your content calendar Sheet. Alerts on posts scheduled for today and the next 3 days. Sheets-backed variant also available.
Website Change Monitor
Watch your competitors or industry peers. Alert on homepage / pricing / feature page changes. Catch market moves before they're old news.
RSS Digest
Subscribe to a curated set of feeds (industry blogs, regulatory bodies, key vendors). Daily/weekly digest summarized by Claude. Replaces 30 min of news-scanning. Google Doc archive version too.
Job Listing Tracker
Watch a list of saved job-board searches. Alert on new postings matching your criteria. Useful for recruiting + market intel.
Weather Briefing
For weather-sensitive businesses (landscaping, events, construction): morning briefing on today's weather and the 3-day outlook for your locations.
Plus more in the hub: invoice-reminder-sheets, timesheet-reminder-sheets. Browse the full catalog →
How it works
1. Install
InTouch Personal edition is free. Single JAR, runs on your laptop or office server. Install in 5 minutes.
2. Adapt
Each example expects a Google Sheet you maintain (or a Gmail label). Read the README, set up your Sheet, fill the placeholders, verify locally.
3. Schedule
Attach a schedule. InTouch runs the job, sends digests to your preferred channel, and logs every run.
What you don't get
- No CRM replacement. InTouch is good at "scheduled action + digest." For deal-pipeline UI, contact history, opportunity stages, use HubSpot/Pipedrive/etc. InTouch supplements those.
- No accounting replacement. The expense + invoice skills are categorization tools; they don't replace QuickBooks/Xero. Pair InTouch with your existing accounting.
- No payment processing. The invoice reminder alerts you; it doesn't accept payments. Use Stripe/Square/Wave for that.
Try It
Personal edition is free. Install, browse the InTouch Hub, pick the examples that match your business. Adapt to your Sheets, schedule, see if it saves you a few hours this week.