Jarvis by Smith Digital
Bring customer records, follow-up tasks, and reviewed workflow drafts into a system built around the way your business operates.
A free 15-minute conversation with Steen Smith.
Private alpha. Pilot scope and exact quote agreed before paid work.
Customer record
Estimate sent · Office team owns the next step
Customer, request, and approved estimate notes in one record.
Office team · Next business day · Confirm the customer’s next step.
“Hi Alex, have you had a chance to review the estimate? Let us know which questions we can help with.”
Illustration of a scoped workflow. This page does not connect accounts or send messages.
Start where the work repeats
Choose a starting example below. We adapt the workflow after reviewing how your team handles it today.
Keep the customer, estimate stage, and next action together. Give the office team a dated follow-up task and an editable draft based on approved notes.
Demo input: a fictional customer and an estimate summary.
Useful result: one owner, one task, and one draft to review.
Pilot measure: open estimates with a recorded next step.
Organize an inquiry around the location, type of cleaning, timing, and missing details. Prepare a site walkthrough checklist and a follow-up draft for the office to review.
Demo input: a fictional service request.
Useful result: a customer record, assigned task, and reviewed question list.
Pilot measure: requests ready for a site walkthrough.
Turn approved onboarding notes into a named next step. Keep the task, due date, and prepared welcome draft with the customer record so the next person has context.
Demo input: a fictional new customer and an agreed service.
Useful result: a handoff task and an editable welcome draft.
Pilot measure: new customers with an assigned next action.
Built with you, by Steen
Show me one task your team repeats, where the information starts, and who needs the result. We will map that workflow before choosing the AI or connections it needs.
I work directly with you on the demo, written scope, setup, and handoff. Smith Digital serves Greenville and the Upstate remotely, with projects available nationwide.
Discuss your workflowIdentify its starting point, owner, exceptions, and current effort. Use sample information for the first conversation.
Follow a sample customer through the record, task, editable draft, and review history.
Get the deliverables, supported tools, account access, exact quote, success measure, and support responsibilities in writing.
Validate the selected AI and connections with the agreed workflow. Review the results together before using customer work.
Know what you are seeing
Available in a guided demo
Configured for your pilot
Live AI and customer account connections require setup and testing. The alpha’s built-in assistant currently uses structured summaries and templates. Selected AI and delivery connections are scoped separately.
Jarvis is available through guided demos and agreed pilot work. Public self-service signup and automatic email delivery are not available in the current alpha.
Your quote names the tools, any provider fees, and what a person reviews. Results are measured against your agreed workflow.
Before your demo
Jarvis is a private operations alpha available for guided demos. A customer pilot requires an agreed scope, account setup, and testing. There is no public signup or instant connection to your business accounts.
Bring one repetitive task, the tools you use today, and the person who handles the next step. A fictional example is enough for the first demo.
We review your tools before quoting. Each required connection must be supported and tested for the agreed workflow. We will identify any manual steps and separate provider fees in the scope.
The current alpha prepares drafts and review steps. It does not send customer emails. A delivery connection would need its own setup, testing, and agreed approval rules before launch.
The first 15-minute workflow conversation is free. Paid pilot work receives an exact written quote based on the workflow, connections, testing, and support required. No paid work begins before the scope is agreed.
We agree on one measure before building, such as customer records with an assigned next step or time spent preparing a reviewed follow-up. We compare that measure with your starting workflow before expanding.
Start with one thing
Tell Steen about the task your team keeps repeating. We will find the right first workflow together.
