AI Coaching for Client-Facing Teams

Know exactly what to do today.

In 2 minutes.

AIOS turns meetings, emails, commitments, and client signals into a daily operating system — so account managers always know who needs attention, what changed, and what to do next.

Brain visualization
3 actions need attention
1 critical client
5 growth opportunities
2 meetings today
Overdue

Send technical capabilities overview addressing pipeline reliability concerns

“Brad: AI prepares a technical capabilities document for you”

Source meeting
Drift

Priya to share current architecture documentation for integration planning

Priya: “I'll send over our architecture so you can plan the integration points.”

Source meeting
The Silent Stakeholder
The Silent Stakeholder
14 days no response
The Decision Maker
The Decision Maker
Budget detected
AIOS logo

Built by Automation Architecture AI for teams managing complex client relationships, renewals, stakeholders, and follow-ups.

AIOS Dashboard

The AM's daily reality
is broken

Your client data is scattered across 6 tools. You spend the first hour finding out what happened. That's not work — that's archaeology.

Context switching kills focus

Gmail → Calendar → CRM → Slack → Notion → meeting notes. Before you start working, you've spent 40 minutes just rebuilding the picture.

"I don't even know what I missed while I was on calls yesterday."

Silent clients become lost clients

Stakeholders go quiet. Commitments slip. You don't notice until it's too late — when the renewal conversation reveals how disengaged they'd become.

"We lost the Gamma account. In hindsight, all the signals were there."

You react, you don't lead

Without a system surfacing what matters, you default to urgency over importance. The squeaky wheel gets the grease — your strategic accounts get ignored.

"I manage 18 clients. I can only really focus on 4 at a time."

From noise to clarity
in 3 steps

Connect your tools.
We handle the rest.

Link Gmail, Google Calendar, and your meeting transcripts (Fireflies, Granola, Fathom). AIOS automatically ingests every email thread, meeting, and commitment — no manual input required.

OAuth in one click — no IT tickets needed
Automatic extraction of commitments from transcripts
Entity resolution: Sarah Chen in Fireflies = Sarah C. in Gmail
First briefing ready within 24 hours of connecting
Gmail
Gmail247 emails ingested
Google Calendar
Google Calendar38 meetings synced
Granola Transcripts
Granola Transcripts24 meetings processed
Extracting 14 open commitments across 6 clients
AIOS Dashboard

Open your briefing.
Know your day.

Every morning, get a concise AI-generated briefing covering what happened, what's at risk, and exactly what needs action. Prioritised to your strategy — not just recency.

Priority actions ranked by risk × recency × playbook rules
Overdue commitments surfaced automatically
Meeting prep auto-generated 30 min before each call
Cross-portfolio patterns you'd never spot manually

Ask anything.
Get cited answers.

Every client has an AI assistant that knows their full history. Ask "What did we promise last month?" or "Who's been quiet?" — get precise answers backed by sources you can verify.

Every answer cites the exact meeting or email it came from
Click any citation to open the source transcript
Scoped per client — no cross-contamination
Works in Telegram too — ask from your phone
Ask anything AI chat

Everything you need
to never miss a signal

Built for client-facing professionals who manage
multiple relationships simultaneously.

Relationship Health Scoring

Relationship Health Scoring

Every client gets a health score built from 6 dimensions: meeting cadence, stakeholder breadth, email responsiveness, sentiment trend, commitment rate, and recency. Scores update automatically — no manual input.

REAL-TIMEAUTO-UPDATED
Drift Detection

Drift Detection

When a key stakeholder goes silent beyond their usual engagement cadence, AIOS flags it before it becomes a churn signal.

PROACTIVE ALERTS
AI Chat with Citations

AI Chat with Citations

Ask anything about any client. Every answer is backed by clickable citations — exact quotes from real meetings and emails.

SOURCE-VERIFIED ANSWERS
Commitment Tracker

Commitment Tracker

Every "I'll send that to you" or "We'll get back to you by Friday" is automatically extracted from transcripts and tracked — yours and theirs.

AUTO-EXTRACTED
Meeting Prep Briefs

Meeting Prep Briefs

30 minutes before every meeting, AIOS generates a brief: attendees, open commitments, sentiment since last call, suggested talking points.

AUTO-GENERATED
SOP Gap Analysis

SOP Gap Analysis

Configure your playbook rules (weekly Tier 1 check-ins, QBR every quarter, 3+ stakeholders engaged) and AIOS surfaces every gap in real time.

PLAYBOOK-DRIVEN
Telegram Integration — Your briefing on the go

Telegram Integration — Your briefing on the go

Get your morning briefing delivered directly to Telegram. Complete actions, ask questions, and get meeting prep — without opening a laptop. Perfect for the AM who's always between meetings.

MOBILE-FIRST WORKFLOW

Numbers that speak for themselves.

2 MINAverage daily briefing read time
34%Reduction in missed commitments
More stakeholders engaged per account
89%Daily active briefing open rate

Works with the tools you already use.

GmailGmail
Google CalendarGoogle Calendar
Granola TranscriptsGranola Transcripts
FathomFathom
TelegramTelegram
Soon:
SalesforceSalesforce
HubSpotHubSpot
NotionNotion
LinkedInLinkedIn

Common Questions

Ready to take back
your mornings?

Join AMs using AIOS to start every day with full clarity — and finish it knowing nothing was missed.