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Business brokerageSeller readiness scoring, buyer qualification, NDA triage, OM drafting CPA, CFP and accountingDocument chase, advisory opportunity detection, client and planning intake CRE brokerageOwner and tenant prospecting, lease expirations, BOV drafting CRE capital marketsBorrower sourcing from maturity signals, lender matching Property managementMaintenance triage, vendor dispatch, owner reporting, leasing Sales and outreachTurn a large contact database into individually written outreach

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Business brokerage CPA, CFP and accounting CRE brokerage CRE capital markets Property management Sales and outreach

Workflows Book a Call nolanscottteam.com ↗

Automation Breakdown · Claude Skill

Daily Ops Assistant

The default day-to-day operator: one assistant wrapping Gmail, Google Calendar, Close CRM, and Calendly with the house operating conventions baked in. Open-ended questions get an interactive daily dashboard; specific asks get handled directly, email drafted, event created, lead updated, conventions applied silently.

4 systems, one assistant

2 modes · dashboard or task

voice input, interpreted generously

0 emails sent · drafts only

True AI automation isn’t one clever workflow. It takes 20 to 40 workflows working together to make a real impact on a business. That’s what we do: a Rolodex of 100+ automations across different CRMs and platforms, ready to be custom-built for your specific CRM and software stack.

The Workflow

Scroll sideways · click any step for its explanation

status?

task

The default skill

Any operational task across Gmail, Calendar, Close, or Calendly runs through here, even when Victor doesn’t ask for “the dashboard” by name.

Voice-first

Victor often dictates from the car between meetings. The skill reads it generously, acts, and keeps the output scannable for desktop later.

Draft only, always

The assistant never sends an email. Drafts land in Gmail; Victor pulls the trigger.

▶

Victor Asks

often by voice

A\

Interpret the Ask

generous with voice

⇄

Dashboard or Task?

the fork

{ }

Pull the Day

5-step sweep

▦

Render Dashboard

locked visual format

{ }

Load Domain Rules

only what’s needed

M

Draft Email

never send

31

Calendar Event

emoji prefixes

C

Close CRM Update

individual names

Cy

Calendly

right link, right person

{ }

Apply Conventions

silently

{ }

Tight Handoff

one line

A\

Honest Read

pushback welcome

◈

The assistant at a glance

Click any step to see exactly what it does. The flow reads left to right: interpret the ask, fork to dashboard or task, act across the four systems with house rules applied, hand back in one line.

Gmail

Google Calendar

Close CRM

Calendly

Dashboard widget

Claude reasoning

Logic / rules

Trigger

How It Works

Dashboard or task, conventions either way

01 · Route the Ask

Two modes, one brain

“Morning brief” and “where do things stand” render the full interactive dashboard. “Draft a reply to Arianna about Doraville” skips it and just does the task. Dictated, run-on phone messages get interpreted generously, names and deals resolved against memory and Close before anything is asked.

02 · House Rules

Conventions applied silently

Every action carries the operating conventions without narrating them: email format and signature block, no em dashes, calendar events with their emoji prefixes, Close leads under the individual’s name with the BUSINESS BROKER tag, the right Calendly link for the right audience. Each domain’s rules load only when that domain is touched.

03 · Hand Back

Tight handoffs, no recaps

Nothing sends without Victor, emails stay drafts. Every task ends with a one-line handoff (“Draft is in Gmail. Event created Thursday 2pm, conflicts with the Hammock lunch, move one?”), direct and scannable for catching up on desktop later. Pushback over agreement; no filler.

Next example: OM Deal Reviewer →

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