The AI business operating system Coming soon
CLEO is being built to connect your messages, customers, appointments, invoices and marketing in one operating system. Its AI team prepares the everyday admin, and you approve what matters.
Good morning, Dana.
I've worked through seven items. Five drafts are ready for your approval. Nothing has been sent.
Illustrative sample · Northstar Home Services
Every day brings messages, inquiries, schedule changes, invoices and marketing that all need doing. Most software adds them to your list. CLEO is being built to do the groundwork, so what reaches you is ready to approve.
A typical task app gives you
CLEO is built to give you
One morning at Northstar Home Services
Nora Bennett: “Water heater leaking at the base. Can someone come this week?”
Recognized an urgent service request. Drafted a reply offering two open times.
Tom Reyes would like a quote for a basement bathroom.
Created a lead, summarized the request and set a follow-up for Thursday.
Mrs. Lee asks to move Friday's 9:30 furnace tune-up.
Checked the schedule, found Friday at 11:00 and drafted a confirmation.
Invoice #1048 · Hollis residence · $850 · now 14 days overdue.
Checked payment history in read-only mode and drafted a courteous reminder.
The Henderson water softener install is finished.
Prepared a thank-you note with a review request.
Spring tune-up season starts in two weeks.
Drafted a short newsletter and two social posts for the spring offer.
Everything above, in one place.
Elena summarized what's been handled and what needs Dana's decision.
Result: seven items worked on before breakfast. Five drafts wait for Dana's approval, two items are recorded, and nothing has left the business without her.
Follow Dana's Tuesday from the first briefing to the decisions only she should make. Click through each step at your own pace.
Illustrative walkthrough. Sample data based on our Northstar Home Services demonstration. It shows how CLEO is designed to work and is not a live AI system. Nothing you click here is sent anywhere.
Explore how CLEO works — select any step.
Step 1 of 4
Before Dana opens her inbox, CLEO has gathered what changed overnight into one short briefing. Three things need her. The rest is on track or can wait until later in the week.
Why it helpsOne clear picture of the day replaces six places to check.
Tuesday · 7:40 am
Good morning, Dana.
Seven items worked on overnight. These three need you first.
Step 2 of 4
Elena, CLEO's Chief of Staff, hands each item to the role best suited to it. Because every role shares one understanding of the business, Customer Care already knows when Operations has openings.
Why it helpsWork is organized by who should handle it, and nothing depends on Dana remembering to pass it on.
Elena · Chief of Staff
Here's how I've arranged this morning.
Shared context
Step 3 of 4
Customer Care has drafted a reply to Nora using Dana's real availability and her usual tone. Finance has prepared a reminder for the Hollis invoice. Each draft shows what it's based on, so it can be checked in seconds.
Why it helpsThe first draft is the slowest part of admin. Dana starts from a finished one.
Customers · Draft prepared
Hi, our water heater is leaking at the base. It's about 12 years old. Could someone take a look this week?
Hi Nora, thanks for getting in touch, and sorry to hear about the leak. We can come by Wednesday at 10 am or Thursday at 2 pm to take a look and talk through repair or replacement options. Which time suits you best?
Dana, Northstar Home Services
Based onOperations calendar · Nora's message · Dana's previous replies
Step 4 of 4
Nothing leaves the business without Dana's authorization. She can approve a draft, edit it, or set it aside. Try it in the sample screen.
Why it helpsBy 8 am the morning's loose ends have a plan, and the rest of the day belongs to the work.
Ready for your review
Hi Nora, thanks for getting in touch, and sorry to hear about the leak. We can come by Wednesday at 10 am or Thursday at 2 pm. Which time suits you best?
Hi Mark, a friendly reminder that invoice #1048 for the deck railing repair ($850) is now two weeks past due. A copy is attached. If it's already on its way, thank you.
OperationsStill on your list: confirm the 1:00 estimate with the Baxters.
Nothing is sent from this preview. In CLEO, approving is how you authorize an action. Live sending is planned.
In most small businesses, the same details are typed into the inbox, the calendar, the invoice and the spreadsheet. CLEO is designed as one operating system, so information entered once moves to wherever it's needed next.
Follow one inquiry through the business
From customer conversations to scheduling, sales, marketing and financial oversight, CLEO brings specialized AI support together in one connected system. Each teammate understands their area of responsibility, while your Chief of Staff helps keep the bigger picture in focus.
Select a teammate to see the kind of work they take off your plate. Swipe to see all seven.
AI teammate · Chief of Staff
Coordinates business priorities and helps bring everything together. Elena works across the whole team, decides what needs you first, and turns each day into one calm summary.
Morning summary · 7:40 am
Seven items worked on overnight. Five drafts are ready for your approval and two items are recorded.
One decision needs you today: confirm the 1:00 Baxter estimate.
AI teammate · Operations Coordinator
Supports scheduling, appointments, tasks and follow-ups, so jobs stay on time and nothing waits on a missed message.
Reschedule request · Mrs. Lee
Confirmation to Mrs. Lee drafted.
AI teammate · Sales Coordinator
Organizes inquiries, estimates and sales opportunities, keeping every lead moving toward a clear next step.
New lead · Tom Reyes
AI teammate · Customer Coordinator
Helps prepare customer communications and keeps customer records clear, so every client gets a thoughtful, timely reply.
Draft reply · Nora Bennett
“Hi Nora, thanks for getting in touch, and sorry to hear about the leak. We can come by Wednesday at 10 am or Thursday at 2 pm. Which time suits you best?”
AI teammate · Finance Coordinator
Tracks financial information, invoices and payment status. Leila works with read-only access: she can analyze, but never moves money or changes your records.
Invoice #1048 · Hollis residence
Courteous reminder drafted.
AI teammate · Marketing Coordinator
Helps prepare marketing plans, campaigns and content, so seasonal marketing is ready before the season arrives.
Spring tune-up campaign
AI teammate · Executive Coordinator
Supports priorities, decisions and strategic planning, giving you a clear view of the week ahead and what matters most.
Priorities for the week
Your teammates are specialized roles within one connected CLEO intelligence. Because they share the same business information, context carries from a customer conversation to the calendar to an invoice without being re-entered. They prepare, organize and record work. Anything that leaves your business, such as a message to a customer, waits for your approval. Names and portraits are fictional AI personas.
Urgent requests are flagged and a reply is waiting for your approval, even when you're on a job.
An inquiry becomes a customer, an appointment and, in time, an invoice, without copying the same details between tools.
Open quotes, unconfirmed appointments and overdue invoices stay visible until they're resolved.
Seasonal newsletters and posts arrive drafted, so they don't wait for a free evening.
Know what's been handled and what's waiting, instead of carrying it all in your head.
The goal isn't to automate everything. CLEO takes on the preparation so you keep the judgement, the relationships and the final say, with more attention left for the people and work that matter to you.
Replies, reminders and other external actions wait for your authorization.
CLEO can analyze invoices and cash flow. It doesn't move money or change your records.
Prepared work shows what it's based on, so you can check it quickly and trust what you approve.
We're building CLEO with intelligence, care, and real-world usefulness at the centre. Be among the first to discover what's next.
discovercleo@gmail.com
The button opens your email app with a short message ready to send. We'll only use your email address to reply to you about early access.