A note on why we built Cruma
Early access · invite-only

Cruma is an AI operator that handles your follow-through.

It works across the email, calendar, CRM, and books you already use, with a crew of its own doing the day-to-day. You keep the calls that matter.

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AI Reading this as an agent? Here is how to work inside Cruma.
Quiet. Two need you.
Today 6 of 6 done

This week's clients

One ask, routed to the crew. The work lands here, with a receipt.

ToDana Whitmore
SubjectThe revised proposal, with pricing

Dana, the pricing question you raised is answered inside: three options, all under the number you flagged. The revised proposal is attached.

Draft · waiting on your ok

What landed

CL

Two follow-ups went out in your voice. Dana's waits on your ok.

CO

Invoice #241 nudged, third reminder. The next one waits for Friday.

OP

The signed contract is filed under Operations. Receipt attached.

Being watched for you: two replies expected today, the deposit due Thursday. Nothing there needs you.

Quiet night. The brief is ready.
Today WT

Monday, July 13

Cascadia is on track toward a profitable Q3 events season. One decision needs you before noon. Everything else is handled or watched.

Needs you before noon

The gala can absorb 310 guests. The AV request is what breaks your margin floor.

My recommendation: accept the guest increase, and offer the AV package as a priced upgrade instead of absorbing it. Finance has the estimate staged either way.

Staged both ways. Waiting on your call, nothing moves until you make it.

Handled while you were out

CL

Three client follow-ups are drafted and grounded in each thread's history. Maya is reviewing them this morning.

OP

The venue certificate renewal is filed. Confirmation saved, receipt attached.

CO

$9,800 in deposits posted after last week's reminders. The next nudge waits for Friday.

Being watched for you: four deposits due this week, the hotel block release Friday, the catering prep window at Hall B. Marketing and Rentals were checked 14 minutes ago. Nothing there needs you.

While you're awayCruma, working now
Handled overnightA receipt for every one
It keeps watchWakes when something changes
Monday, readyThe brief waits for you
Works with the tools you already use

You did not hire yourself to do this.

Between every tool you use, something has to move the work from one to the next. Right now, that something is you.

Dana, Meridian Corp"Any update on the revised proposal?" · two days, no reply
CRM14 records went stale after the pricing change
You, 11:04pm"reminding again: the deck?"
Proposal_v7_FINAL_final2.docxwhich one is real?
Your week, today. Chasing, reminding, fixing, updating. None of it is difficult. It is just all on you.
Monday · 7:02am

One decision needs you before noon. Everything else is handled or watched.

The follow-up went out. Dana's reply is drafted.
The CRM updated itself from the thread.
One proposal, filed where it belongs.
Sent 7:02 · your approval, on the record
Your week, with Cruma. Work, handled.

Point Cruma at the business. It gets to work.

No rollout, no setup weekend. Cruma reads the systems you already use and gets to work, forming its own view of the business as it goes.

Cascadia · Monday brief · one decision left
Needs you before noon

The gala can absorb 310 guests. The AV request is what breaks your margin floor.

My recommendation: accept the guest increase, and offer the AV package as a priced upgrade instead of absorbing it. Finance has the estimate staged either way.

Staged both ways. Waiting on your call, nothing moves until you make it.
CL

Three client follow-ups are drafted, grounded in each thread's history.

CO

$9,800 in deposits posted after last week's reminders.

The morning brief One decision needs you. The rest is done.
Cascadia · Playbook · sharpened from your correction

Coordinate an event change

Sharpened 7 times
Who runs it

Architect plans, Ops executes.

When it wakes

Guest counts, venues, budgets or schedules change.

Learned for Cascadia

· Confirm venue access before Catering finalizes a menu.

· Never send a revised budget before the client's timeline is updated.

· Copy the account manager on anything above $25,000.

Last sharpened from Sean's edit on July 11 · every version is kept
The Playbook Show it once. The next time, it knows.
ScoutFinds new business.
ArchitectShapes the offer.
CloserGets to yes.
CollectorGets you paid.
OpsDelivers the work.

You talk to Cruma. Nobody's dream was managing five chatbots.

Software holds the work. Someone still has to move it. Cruma is built to be that someone.

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The work moves.
You do not have to chase it.

You are the thing connecting the email to the CRM to the follow-up to the invoice. Cruma takes that part, so you can be somewhere else.

Close the laptop. Your crew is still working.
Cruma, working now
A cafe owner flips her open sign
Handled overnight
  • Client update sent, 4:12
  • Two deposits reminded
  • Signed contract filed
A receipt for every one.

Advice you did not have to ask for.

How Cruma thinks

Cruma knows your business the way your sharpest operator would. So it speaks up: what it noticed, what it means, what it would do.

Insight brief · unasked Tuesday, 8:15am
Finding
Your two biggest clients pay on 45 day terms. Your vendors bill on 30.
What it means
The squeeze is the gap, not sales.
What I would do
Move new proposals to 30 day terms, and offer the two legacy accounts a small early-pay discount.
Sourced from QuickBooks: 14 invoices across six months. Every claim cited.
Waiting on your read. Nothing changes until you say so.
The insight brief Grounded advice, before you ask.
It noticesA date, a number, a change in the data can start work before you ask.
It shows its workNo insight without evidence. When the data is thin, it says so.
It gets sharperEvery outcome teaches the playbook, so the next call is better than the last.

The first thing Cruma gives you: three things it noticed about your business, with sources.

You keep the judgment.

All that capability, and it still asks the right person before anything consequential. That is what makes the rest safe to want.

Ops is finishing this. Waiting on your approval

Estimate, revised for 310 guests

Numbers stay checked against QuickBooks until someone approves.
Guest count220310
Catering$18,700$27,280
AV, priced as an upgrade$5,400
Total$73,500$97,300
One thing to know: the 4:15 AV rig overlaps catering prep by 25 minutes. Rentals can start at 1:30 to give the buffer back.

Where it came from. Your QuickBooks estimate, read at 9:41, and the client's July 11 email.

Who signs off. Maya, unless the margin floor breaks. Then it comes to you.

Freshness checked 2 minutes ago. If a source changes before approval, this pauses itself.
Waiting on Maya. Nothing sends until she says so.
The approval Nothing consequential moves without the right person.
You keep the boundaryMoney, messages, and commitments wait for the right person. You set the rest.
Fresh facts, alwaysApprovals re-check the sources the moment you act. If a fact went stale, it pauses and re-asks.
Receipts for everythingEvery run is recorded and replayable: who did what, when, why, and what it read to decide.
Pricing that behaves. Simple plans. Cruma asks before it spends past yours.
Do not take our word for it. Ask your AI about Cruma. It will read our full documentation and answer honestly.

Already have an assistant you like? Keep it.

It can brief your Cruma crew and read what the crew knows, today, under the same approvals as everyone else. Dispatching work through it is next. Cruma stays the layer that knows and runs the business.

ChatGPT
Tell my Cruma crew that Dana prefers a call over email.
CrumaSaved to the Playbook

Got it. Next time Dana goes quiet, the crew will suggest a call instead of another email.

Shared with your crew, under the approvals you already set.
Works with ChatGPT and Claude A visitor with a badge, not a second brain.

Seven things.
Done by 7am.

Point Cruma at the business. It does the work across the tools you already use, and speaks up before you ask. Your day can start somewhere else.

  • Works across the tools you already use
  • Advises, unasked, with its sources
  • Nothing consequential without you
Request your invite

Two fields. You'll hear from a real person within two days.

We onboard in small waves, with real help getting set up. Read why we built this.

Already have an invite? Open Cruma

The work moves
while you sleep.

Point Cruma at the business. It works across the tools you already use and speaks up before you ask. Your mornings can start somewhere else.

  • Works across the tools you already use
  • Advises, unasked, with its sources
  • Nothing consequential without you
Request your invite

Two fields. You'll hear from a real person within two days.

We onboard in small waves, with real help getting set up. Read why we built this.

Already have an invite? Open Cruma