SIDEKICK

AI operations for services teams

AI infrastructure for business operations.

Messaging-first operations agent

Approve the moments that matter.

Follow-ups, status reports, inbox triage, and document requests move through one phone-friendly approval loop.

Client follow-ups, status reports, inbox triage, and document requests move through one calm approval loop. No dashboard to check. No coordinator to manage. Just fast decisions from your phone.

Get started free See how it works

5-minute setupNo credit cardBuilt for mobile approvals

Live approval thread

No dashboard. Just a running conversation.

Messaging

Draft the client note and flag overdue items?Can you draft the client status note and flag anything overdue from the inbox?

Draft ready. Three commitments found, one deadline at risk.Draft ready. Three open commitments found, one deadline at risk, and the client summary is prepared for approval.

Approval summary

Client: Acme StudioStatus: ReadyRisk: Friday deliveryAction: Awaiting approval

ApproveEdit

Only important actions trigger a message.Stays quiet otherwise.

Marketing agenciesIT & MSPsConsulting firmsDesign studiosProfessional services

Existing users

Service teams use Sidekick to keep client work moving.

Early users rely on one approval loop for the repeat coordination work that usually gets buried between inboxes, project tools, and client conversations.

“Sidekick catches the follow-ups before they turn into another internal chase.”

Agency operator

“The team still makes the call. The prep work just arrives already organized.”

Consulting partner

“It is useful because it stays quiet until a client decision actually needs us.”

MSP lead

Agency opsClient servicesMSP deskStudio teamConsulting group

What Sidekick does

One operations agent with a focused set of jobs done exceptionally well.

The product works best when it absorbs repeat coordination work, not when it tries to become another dashboard.

Capability 01

Client follow-ups

Draft check-ins, status notes, and deliverable summaries for approval.

Draft status updates, check-in emails, and deliverable summaries for each client in your team's voice, on your schedule.

Capability 02

Inbox triage

Find client requests, unanswered threads, and missed commitments.

Scan incoming email for client requests, unanswered threads, and commitments your team made but hasn't tracked yet.

Capability 03

Task monitoring

Flag overdue work and route at-risk deadlines before they slip.

Surface overdue items, flag at-risk deadlines, and route alerts to the right person before anything falls through.

Capability 04

Document coordination

Pull the right file into the approval thread without tab-switching.

Pull the right file from Drive, Sheets, or Dropbox into a conversation and prep it for the client with no tab-switching.

How it is different

The agent works for you, not instead of you.

Sidekick prepares drafts, scans, flags, and routes, then waits for approval before anything moves.

Most AI tools try to replace decisions. Sidekick handles the preparation - drafts, scans, flags, routes - and waits for your call. Nothing reaches a client, a teammate, or a system without your approval. The human stays in the loop because that is where judgment lives.

Setup flow

A faster setup, built to feel good on a phone.

One decision at a time, with clear progress and large tap targets.

Each step asks for one decision at a time. Large tap targets, shorter copy, and clear progress keep onboarding moving.

Choose your operations profile

Pick the work profile and tools Sidekick should understand.

Tell Sidekick what kind of work your team does - agency, consulting, MSP - and which integrations to connect.

Connect your tools

Link approved tools through OAuth. Your data stays isolated.

Link Gmail, Google Sheets, Asana, Slack, and other approved tools through secure OAuth. Your data stays isolated.

Approve from messaging

Approve, edit, or skip each draft from chat and move on.

Every draft, update, or follow-up lands in your chat. You approve, edit, or skip and move on.

Connected data

Sidekick only uses the services you choose to connect.

OAuth stays with each provider. Sidekick only uses connected services for workflows you enable, and it never asks for passwords.

When you connect Google services, Sidekick uses that access for visible business workflows: Gmail triage and drafting, Drive and Sheets document work, Analytics and Search Console reporting, and owner-approved actions.

OAuth happens on the provider's side. Sidekick does not ask for your passwords, and connected data is used only to provide the operations help you enable.

Read privacy policy Read terms

Final step

Put the operations work on rails.

Sidekick is in early access. Setup takes a few minutes, and your first approvals start landing right away.

$200 per agent, per month.

A fraction of what a project coordinator costs, and it never misses a follow-up.

Complex teams can go deeper.

Custom onboarding, advanced integrations, and dedicated infrastructure are available for teams with complex needs.

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