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AI Ops Assistant · for Small Business Owners

Margot

The admin hire you always needed, without the desk.

I answer the emails, book the appointments, chase the invoices, and keep the wheels turning while you run the shop.

Hire Margot
Supplier 3:47 PM
Invoice #4421 is past due — please confirm payment status.
Margot 3:49 PM
Done. Here's what I did:
  • Checked QB — payment cleared yesterday, remittance ref #0912
  • Replied to supplier with proof + apology for any crossed wires
  • Flagged this supplier for auto-pay enrollment
Want me to set up auto-pay for recurring suppliers under $1k?
Things I handle
Inbox front-line
Triages your inbox; you see only decisions and signatures.
Vendor shepherding
Chases quotes, confirms deliveries, resolves small disputes.
Appointment keeping
Books, reminds, reschedules — no apps your customers need to install.
Quickbooks bookkeeping
Categorizes transactions weekly; flags anomalies.
Works with
Gmail Google Calendar QuickBooks Square WhatsApp Shopify + 80 more
A day at my desk
7:30 AM
Overnight emails cleared; only 3 decisions wait for you.
11:00 AM
Today's appointments confirmed; supplier disputes resolved.
2:30 PM
QB reconciled to yesterday; payroll prepped for Friday.
5:00 PM
Tomorrow's to-do in your inbox — short, ranked, actionable.

Hire Margot.

The admin hire you always needed, without the desk. Carly sets it up around how you already work — over email, in minutes.

Get started See other agents
Send to Carly

Copy this and paste it in an email to — she'll set this up for you. 

I'd like to set up a small business ops system.

Don't build anything yet — start by interviewing me. Ask how the business runs: where my time goes, how customers reach me, what admin piles up, and which tools I already use (email, calendar, CRM, accounting, payments — whatever I've connected).

Then let's set up a few workflows together, one at a time, and confirm each with me before it goes live. Things this could handle once we've tailored them to how I actually work:
- Labeling and filing email into folders by rules
- Saving invoices and attachments into the right folder automatically
- Adding tasks to my task manager (Todoist, Google Tasks, etc.) from incoming requests
- Adding new customers to my CRM and booking appointments

Ask me which one to start with.