The retainer · built once, runs every week
AI Business Pulse — the Monday report that writes itself, and the chase emails that wait for your say-so.
Every Monday morning an AI reads your live numbers, writes two or three plain-English paragraphs about what actually happened, and emails it to you. Then it looks at who still owes you money and drafts the follow-ups — and stops, so you decide whether they send. $1,000 to build, from $250/month to run.
The problem
Nobody is reading your numbers on Monday. Including you.
Most small businesses have the data. It’s in the invoicing system, the job sheet, the rent roll, the sales tracker. What they don’t have is the twenty quiet minutes it takes to open all of it, work out what changed since last week, and decide what to do about it.
So the numbers sit there, technically available and functionally invisible — until something has already gone wrong for six weeks.
The Pulse is the standing appointment you never have to keep. It reads what you already have, tells you what moved, and points at the one thing worth your attention this week. Not a dashboard you promise yourself you’ll check. An email you’ll actually read, because it’s three paragraphs and it’s about your money.
A dashboard waits for you to remember it. A pulse shows up whether you remembered or not.
What you get
What lands in your inbox every Monday
One email. Written, not assembled — you read it, you don’t interpret it:
- The week in plain English — two or three sentences an actual person would say out loud: what came in, what went out, what changed, and whether that’s normal.
- Your numbers, not a template’s — collected, jobs finished, hours billed, units occupied, whatever your week is actually measured in.
- The one thing to act on — not nine flagged items you’ll ignore. The single thing most worth ten minutes this week, and why.
- Who owes you, and how long they’ve owed it — the outstanding list, sorted by how overdue, so the quiet ones stop being quiet.
How the math stays right: the totals are computed by formula before the AI ever sees them. The AI writes the wording; it never does the arithmetic. That’s a deliberate design choice — language models are excellent writers and unreliable accountants, so I only let it do the part it’s good at.
The part that makes it safe
It drafts the awkward emails. You decide whether they send.
The hardest part of getting paid isn’t writing the email — it’s making yourself write it. So the invoice ages, and by the time you finally say something, you’re sending a stiff letter to a customer who would have paid at two weeks with a friendly nudge.
The Pulse watches how old each unpaid invoice is and drafts the right message for its age: a light nudge at fifteen days, something firmer at thirty, something serious past sixty. Under fifteen days it deliberately says nothing at all — the silence is what makes the first nudge land as attentive instead of twitchy.
Then it stops and hands the drafts to you.
The system decides who and what tone. You decide whether.
No customer of yours ever gets a stiff letter because a robot thought it was time.
This is the line I won’t cross on your behalf, and it’s deliberate. Automation should handle the remembering and the drafting — the labor. The relationship call stays with the person who has the relationship. You approve a list; you don’t hand over your customers.
Built for how you actually work
It reads the sheet your business already runs on
The Pulse doesn’t need you to change systems. It points at where your numbers already live — and if that place is a mess, cleaning it up is the thing I do anyway.
- Contractors & trades — quoted versus actual per job, so a job going underwater shows up while you can still do something about it, not at year end.
- Property managers — rent collected, expenses, per-owner payouts, and a flag when an owner’s check drops with the unit-level reason why, before they call to ask.
- Staffing & agencies — placements, hours, commissions, and who on the team still has money outstanding.
- Anyone who bills — booked versus billed reconciliation, which is the one that quietly finds work you did and never invoiced.
Each of these is a working sample sheet I’ve already built. Ask and I’ll send the one closest to your business so you can see the shape of it before we talk about your data.
The offer
What it costs
Setup: $1,000 flat. Connecting your data, defining what “a good week” means for your business, writing the summary logic, and getting the first few pulses right with you before it goes on autopilot.
Running it: from $250/month (most sit between $250 and $500) — the pulse running on schedule, staying connected as your data shifts, and small changes when your business changes: a new metric, another recipient, a different cadence.
You can stop any month. It runs because it earns its place, not because you signed something.
Want the picture as well as the words? A pulse pairs naturally with a live Automated Dashboard — the pulse tells you what happened, the dashboard is where you go dig in. They solve different problems, and plenty of businesses only need one — I’ll tell you honestly which fits yours before you spend on either.
The free part
See a real pulse on your real numbers first
Before you spend anything, I’ll run one on your actual data — free.
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Send me a sample of your numbers.
A recent export, a Google Sheet, or just tell me what you’d want to know every Monday. Two minutes.
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I build one real pulse in about a day.
You get back an actual written summary of your week — the real thing, on your data. Not a mockup with someone else’s numbers in it.
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Keep it either way.
If it’s right, the $1,000 setup turns that one pulse into something that arrives every Monday from then on. If it’s not, keep it anyway — no contract, no follow-up sequence.
No discovery call, no proposal to read. You see the finished thing first, then decide.
Who you’re working with
Who’s actually building it
I’m Colin McCarthy, and Automated Workflow is me — the person who answers your email is the person who builds your pulse and keeps it right. No account managers, no offshore hand-off, no ticket queue.
- A real person in Gainesville, FL — working with small businesses everywhere in the US, over email and the tools your numbers already live in.
- Your data stays private. Never shared, never used for anything else. NDA available on request — just ask before you send.
- I answer my own phone. Want to talk through what your pulse should say before committing? Call or text and you get me, not a menu.
- Trained craft, not a buzzword. Anthropic Academy certified — six credentials in AI-assisted automation — and verified on Upwork, where the same work is reviewed on a public platform.
Ready when you are
What would you want to know every Monday?
Tell me that, and send a sample of the numbers behind it. I’ll build you one real pulse on your own data, usually within a business day. Keep it either way.
Send Colin your numbers →Or use the free-demo form — same thing, no email app required. Based in Gainesville, working with small businesses everywhere.
Questions people ask