Floatboat for Small Business
A calendar-native agent for small business owners that runs the recurring weekly loop — invoices, follow-ups, reporting — off your calendar instead of your inbox.
Signature scenario · Owner-operator
Inbox + contracts → end-of-week ops digest on Monday morning
Floatboat reads the week's customer messages, vendor contracts, invoice statuses and renewal pings — then hands you a Monday-morning digest with the few decisions only you can make highlighted in red.
01 · Watch the week
Agents read your inbox, accounting tool, CRM and contract folder in place. No migration, no second source of truth.
02 · Triage
Replies are drafted, invoices flagged, renewals queued. The 80% you'd handle the same way every time runs without you.
03 · Decide
Monday's digest surfaces the 20% that needs owner judgment — contracts to counter-sign, escalations to call, deals to close.
Why it hurts
Wearing every hat — without dropping any
Small business owners aren't short on tools — they're short on glue. Every SaaS solves a slice; nobody runs the loop end-to-end except the owner. Floatboat is the desktop workspace where the loop lives — agents that read your contracts, chase your invoices and reply to your customers in the voice your business already has.
- Owner-operator, wearing five hats.
- Quotes by morning, invoices by lunch, support by evening, ops on Sunday. The work isn't hard — keeping every thread alive while you switch contexts is.
- Contracts and quotes eat your week.
- Vendor MSAs, customer SOWs, partnership terms — every one needs a careful read, and there's no legal team to delegate to.
What you'll run
Three loops that replace half a team
- 01
"Help Me Win" Contract Review
Paste a vendor or customer contract with your goals. Floatboat surfaces leverage points, risk flags and reasonable counter-asks — so a small shop negotiates like one with a legal team behind it.
Not legal advice. Always confirm material terms with a qualified professional.
- 02
Customer follow-up loop
Triage new messages, draft replies in your voice, route escalations to you. Agents know your last 200 conversations, your refund policy and your tone — so customers don't notice the gear shift.
- 03
Monthly ops digest
Reconciliation, vendor follow-ups, renewal pings, MRR notes — packaged into a Monday-morning digest with the few decisions only you can make highlighted.
One desktop, one loop
The workspace does the switching for you
Floatboat is a native macOS / Windows app. Agents live where your work lives — in the same windows, files, and shortcuts you already use.
- Split-screen + live preview
- Quote a job while the SOW, the cost sheet and the vendor contract stay visible. Decide once, with everything on screen.
- Web → Markdown
- Archive vendor pages, competitor pricing and customer research into a structured library agents can actually search.
- Browser automation
- Cross-tool workflows — CRM updates, invoice sends, status pings — handed to agents that run them under your account, on your machine.
- Native Reminders & Email
- Renewals, payment chases, customer follow-ups — pushed to the macOS / Windows apps you already check. Nothing trapped in another dashboard.
Questions you'll ask before you download
One person. Every role. One workspace
Download Floatboat and let your agents learn how you actually work — so tomorrow's version is faster than today's.