Say it once. It runs on schedule.
Tell the agent what you need and when — “send me a summary of overdue work every Wednesday and Friday at 9am” — and it runs on that schedule, reads from your current data, and reports back. No dashboard to remember.
The reports you keep pulling by hand.
Monday's pipeline review. The weekly numbers for the team. A look at what's overdue. You know exactly what to check — you just have to remember to check it, build it, and send it, every single time.
- The Monday-morning exportSame query, rebuilt every week.
- “Can you pull the numbers?”The recurring ask you answer by hand.
- A BI dashboardThat you still have to remember to open.
- Calendar nagsReminders to do the report, not the report.
- Cron and a scriptEngineering time for a weekly email.
A routine is the standing order: say what to send and when, once, and it arrives on its own — read from your live data, not a stale export.
Get a demoA CRM that fills itself.
Connect your inbox and the contacts are already there — clients, leads and referrers, with every past conversation attached. No import, no data entry — and it never goes stale.
Bookings that run themselves.
Say the offer out loud. Sollo builds the page, the calendar sync and every follow-up — no back-and-forth.
Never double-booked.
Sollo checks every calendar you keep — work, personal, the shared team one — so a slot is only offered when you're genuinely free. No clashes, no manual blocking.
Email that knows your clients.
Campaigns pull straight from your CRM — no exports, no list that went stale the day you built it.
One inbox, replies drafted.
Website chat, WhatsApp, form submissions and your community land in one inbox — each with a reply Sollo drafted from who's writing, ready for you to send.
Reports that send themselves.
“Send me a weekly sales report, Fridays at 9am.” Say it once and it arrives on schedule — pulled from your live data, no dashboard to open.
Whole workflows on autopilot.
When it's earned your trust, hand over entire routines — not just tasks. You set exactly how far it goes.
Reach it from Claude or ChatGPT.
Sollo speaks MCP — so your CRM, bookings and clients are one message away inside Claude, ChatGPT, or wherever you already work. No new tab, no copy-paste.
A CRM that fills itself.
Connect your inbox and the contacts are already there — clients, leads and referrers, with every past conversation attached. No import, no data entry — and it never goes stale.
Say it in a sentence. It keeps the schedule.
Describe the job in plain language; Sollo turns it into a schedule and an instruction, shows you both, and runs it from then on.
- On your schedule“Weekdays at 5pm,” “Wednesday and Friday at 9am,” “the first of the month” — plain English becomes the timer.
- Reads your current dataEach run works from what's true now — your records, your pipeline, this week's activity — not a snapshot you exported.
- Delivers where you workAs an email, a Slack message, or an export — a report, a digest, or a CSV, whichever you asked for.
- Tracked, and yours to changeEvery run is logged with its result and the next is queued. Pause, edit or reword a routine by asking.
Your contacts are not our product.
The relationships in your inbox took years to build. Sollo works on top of them — never takes them.
- It stays in your workspaceYour contacts and history live in your own workspace — never pooled, shared or sold.
- We never train AI on your dataYour emails and contacts never train models — ours or anyone else's.
- You set the boundariesEvery workflow has an autonomy dial. Sollo acts as far as you allow — the rest comes to you first.
- Yours to export or deleteNo lock-in. Export everything any time, or delete it for good.
The honest answers on routines.
How is this different from an automation?
A routine runs on a schedule — “every Friday at 9am.” An automation fires on an event — “when a deal is won.” Same plain-language setup, different trigger.
How do I set the schedule?
Say it in words — “weekdays at 5pm,” “Wednesday and Friday at 9am” — and Sollo reads it into a schedule you can check and adjust before it goes live.
What can a routine send?
An emailed report or digest, a Slack message, or an exported file (CSV, JSON or XLSX). Its headline mode is an open instruction the AI runs each time and reports back on.
Can I see whether it actually ran?
Yes — each routine keeps a run history with successes, failures and the next scheduled time. Pause or change it whenever.
Say what, and when. Sollo keeps the schedule.
Describe the report or check you keep doing by hand, set the day and time in plain words, and let it arrive on its own.
Get a demo