Cortado / delivery desk
Finish the work.
Earn the next cycle.
One place to find saved work products, approvals and blocked tasks. Start with a defined service, deliver with evidence, then decide whether it earned another cycle.
Open your work queue
Private, read-only snapshot. No stored credentials or automatic sending.One call → one repeatable service
- Choose a defined product with a specific buyer, input and deliverable.
- Turn reviewed call notes into Meeting Actions. Confirm scope, owners, dates and acceptance before approval.
- From the accepted meeting, create its linked onboarding checklist. Verify scope, inputs, documents, welcome delivery and kickoff.
- Create the selected service case from the approved source. This handoff currently requires the operator; it is not an automatic integration.
- Approve the exact work product, deliver through the authorized channel and record evidence.
- Review actual effort, customer feedback and accepted work. Agree repeat, checklist revision or stop; record the next cycle as a new case. Keep billing evidence separate.
A concrete first offer
Meeting Actions / managed 30-day pilot
For a service-business owner losing follow-through after client calls. Up to 10 reviewed meeting records become source-linked plans, owned tasks, an exception queue and a handoff export.
Pricing hypothesis: $750 for 30 days. Confirm scope, staff, source authority and support hours before quoting. Recording, transcription, automatic messages and external project-tool integration are excluded. Source-line review works without paid AI.
Before starting: name the client, operator, reviewer and support contact; agree volume, data handling, baseline effort and acceptance evidence. Use authorized source material. No sale, payment or customer result is implied by a demonstration.