AI Foundations · free starter
Set up an AI that briefs you on every client each morning, so your hours go on paid work, not on finding out what changed overnight.
AI Foundations · free starter · about 20 minutes · no sales call
Every client pays for the work they can see. The checking, sorting and reporting around it is what stops you saying yes to the next one.
Set up in the free starter
Now: You open four inboxes and three calendars before 8am just to find out which client needs you first.
With AI: One brief lists what came in overnight for each client, what’s due today and who is waiting on you.
Set up in the free starter
Now: Hours used, open tasks and unpaid invoices live in different places, so a retainer runs over before you notice.
With AI: Claude builds one screen across your clients, with hours used against each retainer and the tasks that need you today.
Set up in the free starter
Now: By Friday you can’t say where the week went, or which client quietly took twice the hours they pay for.
With AI: A Friday review compares the week with each retainer and names one thing to fix, like an AI weekly business review.
Next, with the same method
Now: Every client signs off differently, and routine replies and status emails eat hours you could bill to someone new.
With AI: Claude keeps a page of rules for each client, their tone and sign-off, so replies and reports sound like them.
You set it up once in the free starter, in about 20 minutes, and it runs every morning after that.
Visualize
Claude interviews you about each client: what you handle for them, how they like updates and what’s due this month. Then it puts every client on one screen.
Automate
Every morning it reads the inboxes and calendars you connect and sends one brief, sorted by client, with what needs a person at the end.
Optimize
Each Friday you find what cost you the most time that week, such as a client who always replies late, and fix that one thing.
After that, choose the next workflow to hand to AI. You start with AI Foundations, and it’s free.
I run four apps largely on my own with AI, and my AI briefs me at 7:56 every morning. This starter is where I began.
Danielle Thompson, founder of Switchboards
No. It’s AI Foundations, a free 20-minute starter for anyone running a business. When clients want their posting handled too, The Social Machine is the live next step.
Yes, within each client’s rules. You connect only the accounts they’ve given you, and the brief reads and summarises without writing to anyone.
The morning sweep and the Friday look-back are hours no client pays for. Once AI does them, those hours go to billable work or a new client.
Claude on a paid plan runs the morning brief. The sample dashboard works without any account, so you can try it before you connect anything.
Answer Claude’s questions about your clients, and your first brief, sorted by client, arrives tomorrow morning.
It’s free, and there’s no sales call.