Penny Pincher
Finance
Overdue invoices chased, so cash comes in faster
The Persona Method
Same team. More done. Ahead of the competition.
Most AI tools get bought, trialled and quietly forgotten. When AI becomes a colleague, it becomes part of your team and takes on real work. So hire it the way you’d hire a person: with a job spec, a name and a proper introduction to your team.
A week’s RFP work, now done in under an hour.
Writing emails with AI isn’t an AI strategy
Most businesses already pay for Copilot, ChatGPT or Claude. But a team that uses it to tidy up an email or sense-check a list isn’t getting a return on that spend. The return comes when AI takes on real work, start to finish, and the time saved shows up as more sales, faster delivery and lower costs.
54%
of workers bypassed their company’s AI tools in the past month and did the work by hand instead.
Source: WalkMe, State of Digital Adoption 2026 (3,750 workers and executives, 14 countries)
Is AI doing real work in your business, or just tidying up emails?
What an AI colleague is worth
A week’s work. Now under an hour.
Warren Budget was the first AI colleague we hired for a client. His job spec: turn around RFPs fast. He pulls stock and cost information from standardised boards and prepares every response in the client’s branded format, following their own methodology.
First in. Responses go out days earlier, ahead of the competition.
More bids. The same team can respond to far more RFPs than before.
More sales, same cost. The sales team grows the business without growing the headcount.
That’s the return: more sales from the team they already had, and first to the customer every time.
We hired one ourselves
Sally does the prep. Our sales team does the selling.
Sally Gecko is the AI colleague on our UK sales team. She researches every prospect, writes up every call, updates the CRM and drafts the proposals, so our people spend their time in front of customers, not behind a keyboard.
Nobody says “I used the AI tool”. They say “Sally made this for me”.
A week in Sally’s job
| Before a call | Researches the company, who’s in the room and what to ask |
|---|---|
| After a call | Reads the transcript, flags the gaps and drafts the follow-up |
| Back at base | Updates the CRM and builds the demo deck |
| By Friday | Drafts the proposal and the contract |
| Who signs it off? | Always a person. |
Why AI colleagues deliver when AI tools don’t
A tool sits there waiting to be used. A colleague has a job to do. Give AI a job spec, a name and a proper introduction, and your team knows exactly what to hand over. That’s when the hours come back and the results start to show.
Job spec
Sally Gecko- Role
- Sales intelligence colleague for our UK team
- Does
- Deal qualification, discovery prep, proposal drafting and sales coaching
- Never
- Leads with criticism or gives a verdict without the reasoning
- Hands off to
- The account owner, for anything commercial
Find. Design. Deliver.
We start with a health check of every function to find where your team loses the most time, then build the hire with the biggest return first.
- 01
Find
- What happens
- A health check of every function and a job spec for the three most pressing areas
- What you get
- Your first hire, chosen for the biggest return
- 02
Design
- What happens
- Data map, business rules, automations and the interface your team will use
- What you get
- A signed-off blueprint built around how your business works
- 03
Build
- What happens
- Set up in Claude, monday.com or both, tested against real scenarios
- What you get
- A working colleague, tested against its guardrails
- 04
Launch
- What happens
- A team introduction with a named champion
- What you get
- A colleague your team knows by name and uses from day one
- 05
Handover
- What happens
- We train your team to run its own performance reviews
- What you get
- A return that grows as the job spec develops, with extra support if you want it
We build the persona. Your team builds the habit.
Build it once. Every hire after is quicker.
Every AI colleague runs on the same four parts. Once they’re in place, each new colleague is just a new job spec, so the return grows faster than the cost.
Your data, organised so AI can work with it
What we used for Sallymonday.com
The AI model that reads, thinks and drafts
What we used for SallyClaude
The connections that move data between systems
What we used for SallyMake
The tools your team already uses: email, calendars, finance
What we used for SallyOur existing systems
Your parts might be different. We work with what you already run.
Where would your business get the biggest return?
Every team has work that eats hours and slows growth. Here are a few colleagues we could design for yours.
Same body. A new job spec. Another return.
Common questions
We already have Copilot or ChatGPT. Why do we need this?
A tool only helps when someone remembers to open it. An AI colleague has a job spec, so your team knows exactly what it’s there for and works with it every day. That’s the difference between paying for a licence and getting a return from it.
We’re not sure AI is right for us yet.
That’s where we start. We find the work that costs you the most time or the most opportunities, and show you what an AI colleague would be worth before you commit.
What happens when it gets something wrong?
Every colleague has a named person it hands over to and a clear list of things it must never do on its own. Anything that matters is checked by a person before it goes out.
Is our data safe?
The leading AI models come with strong data protection and retention policies for business use, and each colleague only works with the data its job spec needs. If you have concerns about a particular model, talk to us and we’ll take you through its policies or build on one you’re comfortable with.
Will this replace people on our team?
No. Every team loses time to admin, chasing and copying information from one place to another, the dead time that stops people doing the thoughtful, productive part of their job. An AI colleague works alongside your team and takes that on, faster and more reliably. In sales that means more bids. In operations, marketing, HR or design it means work delivered faster, with less admin in the way.
What’s your team’s week worth? Let’s find out.
Start with a health check. We walk every function with you, find where the hours go and leave you with a shortlist of three AI colleagues, their job specs and a clear first build with the biggest return.
monday.com Best PS partner EMEA 2024 and 2025 · Certified Claude partner