Quote Estimator
Sanity-check a quote before it leaves your hands. Give InTouch AI scope and your rates; it returns a line-item breakdown plus the risks that could blow the number.
Example automations · as-is
Small Business & Solo Pro
The front-office grind that eats your afternoons — quotes, invoices, follow-ups, the same report you rebuild by hand every week. You don't have a developer, and you shouldn't need one. Describe the work in plain English and InTouch AI builds it, runs it, and tells you when something needs you.
Quoting, invoicing, customer follow-up, expense tracking, content calendars, keeping an eye on your market. Run it as much as you want — no per-task bill — and it all runs on your own computer, so your customer data stays yours.
InTouch AI lives on your own computer. No monthly bill that grows the more InTouch AI works, no per-task fees — use InTouch AI as much as you want. Your customer data and logins stay on your machine, not on someone else's servers.
Everything below is a real, ready-to-run automation you install with a click and point at your own setup. Start from something that works instead of a blank page, adjust it to how you work, and check it before you rely on it. Need something that isn't here? Describe it in plain English and InTouch AI builds that too.
What you can automate
Money flowing in
Invoices sent 14 days ago, dead silence. Quotes that went cold. Receipts nobody categorized. The receivables chase you keep promising to do — done, on schedule, without you.
Customer touchpoints
Appointment reminders. Showing follow-ups. Support tickets triaged by urgency. The polite-but-firm cadence that turns prospects into clients — running whether you remember it or not.
Content + marketing
A content calendar that knows what posts are due this week. Competitor change detection. Industry news digests. Customer-facing weather and event triggers.
Quote ops
Incoming RFQs triaged by trade and urgency. Outgoing quotes chased at 7/14/21 days. Win/loss tracking. The pipeline you keep meaning to organize — organized.
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
Reads an incoming vendor invoice. Pulls amount, due date, line items, payment terms into a structured record. Manual receipt sorting is over.
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
Classifies an incoming support email by category, urgency, and required SME. Routes the right case to the right inbox — you stop 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 workflows
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 with no reply. You decide who to call. The workflow never forgets to remind you.
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
Watches your competitors and industry peers. Alerts the moment a homepage, pricing, or feature page changes. You catch market moves while they're still moves.
RSS Digest
Point it at a curated set of feeds — industry blogs, regulatory bodies, key vendors. Daily or weekly digest, summarized by Claude. Reclaims 30 minutes 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. Find it and run it
Personal edition is free. One small download, runs on your laptop or office computer, installed in 5 minutes. Then browse the Hub for something that already works — start from a running workflow, not a blank page.
2. Adapt
Each example expects a Google Sheet you keep (or a Gmail label). Read the short guide, set up your Sheet, fill in the blanks, and try it once. Everything stays on your own computer — your logins, your data, all of it — so nobody else can see it.
3. Schedule it — and forget it
Attach a schedule. InTouch AI runs the workflow, digests to your channel, logs every run. When a token expires or a feed moves, it doesn't email you a stack trace — InTouch AI reads the failure, fixes what InTouch AI can, and tells you the one sentence that matters: it broke, here's why, I fixed it.
What you don't get
- No CRM replacement. InTouch AI is good at "scheduled action + digest." For deal-pipeline UI, contact history, opportunity stages, use HubSpot/Pipedrive/etc. InTouch AI supplements those.
- No accounting replacement. The expense + invoice skills are categorization tools; they don't replace QuickBooks/Xero. Pair InTouch AI 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
You don't need a developer to start. Personal edition is free. Install, browse the InTouch Hub, pick the examples that match your business in your own language. Adapt to your Sheets, schedule, see if it saves you a few hours this week. It's the same platform that runs in Fortune 500 production — pointed at your front office.