Use cases

Real work you can hand off.

Everyday jobs for you, and ongoing jobs for teams in 30 sectors. Your agents do the steps. You approve what goes out.

Real examples

For your work, and the rest of your life.

Real jobs you can hand off today. Some take a few steps, some run on a schedule for months; open any card to see every step, or watch it run.

18 jobs
  • Zeffo PersonalOne job · minutesAnswer a long email
    You askSum this up and draft a polite reply.
    You get

    Four points that matter, and a reply sent from your Gmail.

    Stops for youBefore your reply goes out under your name
    Every step6
    1. Read the three-page email
    2. Pulled out the four points that matter
    3. Drafted a reply in your tone
    4. Waits for your OK: Send your reply to Grace?
    5. Sent from your Gmail
    6. Reply sent to Grace
    Watch it run
  • Zeffo PersonalOne question · secondsCompare two insurance quotes
    You askWhich home insurance quote is better for us?
    You get

    The difference that matters, first, then a side-by-side table.

    Stops for youNever. Nothing to approve.
    Every step3
    1. Read both policies
    2. Lined up the cover side by side
    3. Bluewave costs $86 more a year, but it covers burst pipes and Northstar doesn’t.
    Watch it run
  • Zeffo PersonalLong-running · weeksJob search, every Monday
    You askEvery Monday at 8, go through my job alert emails, shortlist roles that fit my CV and draft replies to recruiters. I’ll check them.
    You get

    A weekly shortlist that fits your CV, and replies you approved.

    Runs on a scheduleStops before each reply to a recruiter goes out
    Every step14
    1. Becomes a routine: Every Monday · 08:00
    2. Monday 5 October · 08:00
    3. Read 23 job alerts from last week
    4. Shortlisted 4 that fit your CV
    5. Drafted replies to 2 recruiters
    6. Waits for your OK: Send 2 replies to recruiters?
    7. Sent 2 replies
    8. Monday 12 October · 08:00
    9. Read 19 job alerts
    10. Shortlisted 3
    11. Kai at Brightline replied and wants to talk
    12. Waits for your OK: Send your reply to Kai?
    13. Sent
    14. Monday 19 October · 08:00
    15. Read 21 job alerts
    16. Shortlisted 2 new roles
    17. This week’s shortlist is ready
    Watch it run
  • Zeffo PersonalOne job · an hourStudy four papers
    You askSummarise these four papers on sleep and memory, then quiz me.
    You get

    Four one-page summaries, where they disagree, and a 10-question quiz.

    Stops for youAt the start, to confirm its plan
    Every step6
    1. Shows you its plan; you confirm
    2. Read the four papers
    3. Wrote a one-page summary of each
    4. Found 2 points where they disagree
    5. Wrote 10 quiz questions
    6. Your summaries and quiz are ready
    Watch it run
  • Zeffo PersonalOne job · minutesSplit the holiday costs
    You askSplit the Lisbon trip costs fairly and draft a message to the group.
    You get

    Who owes what, fairly split, in one message you approved.

    Stops for youBefore the message goes to your friends
    Every step6
    1. Read 31 costs in the sheet
    2. Split each one by who joined what
    3. Drafted a message with what each person owes
    4. Waits for your OK: Send the message to 5 friends?
    5. Sent from your Gmail
    6. Everyone knows what they owe
    Watch it run
  • Zeffo PersonalOne job · minutesGet ready for an interview
    You askI have an interview at Brightline on Thursday. Help me prepare.
    You get

    Ten likely questions, a strong answer outline for each, and three questions to ask them.

    Stops for youNever. Nothing to approve.
    Every step4
    1. Read the job description
    2. Matched it against your CV
    3. Found 2 gaps they may ask about
    4. Your Brightline prep
    Watch it run
  • Zeffo PersonalOne job · minutesFind what needs a reply
    You askI’ve been away. What in my inbox actually needs a reply this week?
    You get

    The 4 emails that need you this week, each with a reply you approved.

    Stops for youBefore any of the replies goes out
    Every step6
    1. Read 146 emails from the last 7 days
    2. Skipped newsletters, receipts and notifications
    3. Found 4 that need you, and drafted a reply to each
    4. Waits for your OK: Send 4 replies?
    5. Sent 4 replies from your Gmail
    6. Your email is handled
    Watch it run
  • Zeffo PersonalOne job · minutesClaim for a delayed flight
    You askMy flight from Lisbon landed 4 hours late. Can I claim anything?
    You get

    A clear claim with the right amount and the details they ask for.

    Stops for youBefore the claim goes to the airline
    Every step6
    1. Read your booking: TP1352, 2 passengers
    2. Checked the airline’s own delay policy in the booking terms
    3. Drafted a claim for both passengers
    4. Waits for your OK: Send the claim to the airline?
    5. Sent from your Gmail
    6. Claim sent to the airline
    Watch it run
  • Zeffo PersonalLong-running · monthsInvoice clients on the 1st
    You askOn the 1st of every month, draft invoice emails for each client from my hours sheet. I’ll check them first.
    You get

    Invoices that match your hours, every month, without the evening of admin.

    Runs on a scheduleStops before each month’s invoices go out
    Every step10
    1. Becomes a routine: 1st of every month · 09:00
    2. Thursday 1 October · 09:00
    3. Read September in your hours sheet: 3 clients, 64 hours
    4. Drafted 3 invoice emails at your rates
    5. Waits for your OK: Send 3 invoices?
    6. Sent 3 invoices
    7. Sunday 1 November · 09:00
    8. Read October: 2 clients, 41 hours
    9. Flagged 6 hours with no client name
    10. Waits for your OK: Send 2 invoices?
    11. Sent 2 invoices
    12. November’s invoices are out
    Watch it run
  • Zeffo WorkOne job · minutesOnboard a new client
    You askGet the Northwind kickoff pack ready and sent by Friday.
    You get

    A checklist and welcome email, sent from your Gmail, with a receipt.

    Stops for youBefore the welcome email goes to the client
    Every step6
    1. Planned the kickoff
    2. Drafted the kickoff checklist
    3. Drafted the welcome email
    4. Waits for your OK: Send the welcome email to Northwind?
    5. Sent from your Gmail
    6. Welcome email sent to Northwind
    Watch it run
  • Zeffo WorkLong-running · weeksChase overdue invoices, every week
    You askEvery Monday at 8, check Stripe for overdue invoices and draft reminders. I’ll approve them.
    You get

    4 invoices paid in two weeks, and next Monday’s run already set.

    Runs on a scheduleStops before each batch of reminders goes out
    Every step11
    1. Becomes a routine: Every Monday · 08:00
    2. Monday 5 October · 08:00
    3. Checked Stripe: 4 invoices overdue, $6,240
    4. Drafted 4 reminders, matched to each invoice
    5. Waits for your OK: Send 4 reminders?
    6. Sent 4 reminders
    7. Monday 12 October · 08:00
    8. Checked Stripe: 3 paid, 1 still overdue ($890)
    9. Drafted a second, firmer reminder
    10. Waits for your OK: Send 1 reminder to Kestrel Studio?
    11. Sent 1 reminder
    12. Monday 19 October · 08:00
    13. Checked Stripe: nothing overdue
    14. Nothing overdue this week
    Watch it run
  • Zeffo WorkOne question · secondsCompare two supplier quotes
    You askWhich one is cheaper for 5,000 brochures?
    You get

    The answer first, Harbourline by $45, then a table. Nothing is sent.

    Stops for youNever. Nothing to approve.
    Every step3
    1. Read both quotes
    2. Added the delivery costs
    3. Harbourline is cheaper by $45 once delivery is counted.
    Watch it run
  • Zeffo WorkOne job · an hourWrite a competitor brief
    You askPrepare a competitor brief from these five links.
    You get

    A two-page brief with a comparison table, saved to Notion.

    Stops for youAt the start, to confirm its plan
    Every step6
    1. Shows you its plan; you confirm
    2. Read the five pages
    3. Compared them with your services
    4. Wrote the two-page brief
    5. Saved it to Notion · Research
    6. Your competitor brief is ready
    Watch it run
  • Zeffo WorkOne job · minutesPrep for a sales call
    You askPrep me for tomorrow’s call with Lumen Labs.
    You get

    A one-page brief: where the account is, open issues, what to ask.

    Stops for youNever. Nothing to approve.
    Every step4
    1. Read the Lumen Labs record in HubSpot
    2. Read the last 12 emails with them
    3. Checked 3 open Linear tickets they raised
    4. Lumen Labs, on one page
    Watch it run
  • Zeffo WorkLong-running · weeksClient update, every Friday
    You askEvery Friday at 3, draft a weekly update for Northwind from Linear and our budget sheet. I’ll approve it.
    You get

    A clear weekly update for every client, from the work that actually happened.

    Runs on a scheduleStops before each Friday’s update goes to the client
    Every step11
    1. Becomes a routine: Every Friday · 15:00
    2. Friday 9 October · 15:00
    3. Read 14 Linear tickets closed this week
    4. Checked the budget sheet: 62% used
    5. Drafted the update: done, next, and one risk
    6. Waits for your OK: Send the update to Northwind?
    7. Sent
    8. Friday 16 October · 15:00
    9. Read 9 closed tickets and 2 that slipped
    10. Drafted the update, with the slip explained
    11. Waits for your OK: Send the update to Northwind?
    12. Sent
    13. Northwind is up to date
    Watch it run
  • Zeffo WorkOne job · an hourClean up the CRM
    You askOur HubSpot is a mess before the quarter. Find duplicates and gaps, but don’t change anything yet.
    You get

    38 duplicates merged and 112 missing industries filled, all reviewed.

    Stops for youTwice: the plan, and the changes before they’re made
    Every step8
    1. Shows you its plan; you confirm
    2. Checked 4,210 contacts and 860 companies
    3. Found 38 duplicates, matched by email and domain
    4. Suggested industries for 112 companies from their websites
    5. Waits for your OK: Apply 150 changes in HubSpot?
    6. Merged 38 duplicates
    7. Filled 112 industries
    8. HubSpot is clean
    Watch it run
  • Zeffo WorkOne job · minutesWrite an escalation brief
    You askWrite an escalation brief for last night’s checkout errors.
    You get

    One page in Notion: what broke, who’s affected, what’s been tried, what’s next.

    Stops for youNever. Nothing to approve.
    Every step4
    1. Read the Datadog alert: checkout errors at 6% from 01:10 to 02:40
    2. Read 3 Linear tickets and the #incidents thread in Slack
    3. Wrote the brief in Notion
    4. Checkout errors, 21 October
    Watch it run
  • Zeffo WorkOne question · secondsAnswer from the handbook
    You askHow much leave do new starters get, and who approves it?
    You get

    A straight answer from your handbook, with the pages it came from.

    Stops for youNever. Nothing to approve.
    Every step2
    1. Searched the employee handbook
    2. 25 days a year plus public holidays. Your team lead approves it.
    Watch it run
Goals that keep going · Zeffo Work

Some jobs end at a number. Some never end.

Give a Space a goal and its limits. It runs on a schedule until the goal is met, or keeps going with no end date, and anything that needs a person waits in the Inbox.

ZeffoSpaces · Webinar sign-upsRunning
Reach a number

200 registrations for the 4 December webinar

142 of 200 registered

Runs every weekday at 09:00

Limits
  • Stops at 200 sign-ups
  • Or on 3 December
  • Budget: $60
  • Pauses if 3 check-ins in a row bring no new sign-ups

Needs you: Nothing right now. Tomorrow’s 40 invitations come to you before they’re sent

ZeffoSpaces · ReceivablesNeeds you
Keep doing a job

Keep overdue invoices under $5,000

Runs every Monday at 08:00

Limits
  • No end date
  • Budget: $40, then it pauses until you top it up
  • Never more than two reminders a month per client
  • Anything over $2,000 always needs a person

Needs you: 3 reminders, waiting in your Inbox

ZeffoSpaces · Customer onboardingRunning
Keep something true

Every new customer has a kickoff pack within 5 working days

Checks every morning at 08:30

Limits
  • No end date
  • Budget: $80
  • Welcome emails always need a person

Needs you: Nothing right now. The last 6 customers were onboarded on time

For teams · Zeffo Work

The jobs that slip between people.

Each one runs in a shared Space with a goal, a stop rule and a spending limit. Anything the rules can't settle waits in the Inbox for a person.

Professional services

Law firmsEvery morning

A deadline register that keeps up with the post

Asks you once

  1. Reads new letters on each matter(Starts from)
  2. Pulls out dates and promises(Zeffo does this)
  3. Adds them to the deadline register(Zeffo does this)
  4. Fee earner checks anything that reads like an undertaking(Waits for a person)
  5. Register up to date by 9am(Result)

You decide: Whether a remark is an undertaking.

One new matter, register only.
  • Gmail
  • Google Sheets
Accounting practicesEvery weekday

VAT records in early, not in the final week

Asks you once

  1. Checks the quarter checklist(Starts from)
  2. Finds clients with records missing(Zeffo does this)
  3. Drafts a reminder for each one(Zeffo does this)
  4. You approve the batch(Waits for a person)
  5. Sends them from your Gmail(Zeffo does this)
  6. Records in before the final week(Result)

You decide: Any tax question goes to the preparer.

One late client, every reminder approved.
  • Gmail
  • Google Sheets
Insurance brokersWeekly

Renewal information gathered while there’s time

Asks you twice

  1. Pulls renewals due in 90 days(Starts from)
  2. Checks each one for missing information(Zeffo does this)
  3. You choose who to ask(Waits for a person)
  4. Drafts the requests(Zeffo does this)
  5. You approve each request(Waits for a person)
  6. Information in by day 60(Result)

You decide: Anything that touches cover.

One book, a weekly list, nothing sent.
  • Gmail
  • Salesforce
Wealth managementEvery Monday, for reviews due in 7 days

Review files ready a week before each review

Never needs you

  1. Reads the files for reviews due in 7 days(Starts from)
  2. Checks each against your review list(Zeffo does this)
  3. Gaps flagged a week before the review(Result)

You decide: All advice. A life change stops the run.

File checks only, nothing sent.
  • Gmail
  • Google Sheets
Architecture and engineeringTwice a week

Scope creep caught while it’s still small

Asks you once

  1. Reads new client requests(Starts from)
  2. Compares each with the appointment(Zeffo does this)
  3. Logs anything out of scope, with hours(Zeffo does this)
  4. Director decides: variation, goodwill or a polite no(Waits for a person)
  5. Reply drafted and held for the director(Result)

You decide: Variation, goodwill or a polite no.

Your next project, drafts held.
  • Gmail
  • Notion
Marketing and creative agenciesTwice a day

A retainer ledger kept up to date as requests land

Never needs you

  1. Reads requests in email and Slack(Starts from)
  2. Matches each to the retainer and logs it(Zeffo does this)
  3. Flags anything over the retainer in Slack(Result)

You decide: The account director decides.

One client, read-only, ledger only.
  • Gmail
  • Slack
  • Google Sheets
Recruitment and staffingEvery weekday

No candidate left wondering where they stand

Asks you once

  1. Checks candidates in open stages(Starts from)
  2. Counts days since anyone heard from them(Zeffo does this)
  3. Drafts an update for anyone waiting 5+ days(Zeffo does this)
  4. Consultant approves each update(Waits for a person)
  5. Sent and logged in HubSpot(Result)

You decide: Every hiring decision. No ranking.

One vacancy, a list only.
  • Gmail
  • HubSpot

Health and care

Private healthcare clinicsEvery morning

Referrals that arrive ready to book

Asks you once

  1. Reads new referrals(Starts from)
  2. Checks the admin fields(Zeffo does this)
  3. Drafts a request for anything missing(Zeffo does this)
  4. Secretary approves the request(Waits for a person)
  5. Referral ready to book(Result)

You decide: Anything clinical. A clinician sees every referral.

One referral source.
  • Gmail
  • Google Sheets
Dental practicesWeekly

Unaccepted treatment plans followed up, twice at most

Asks you once

  1. Finds plans not accepted in 30 days(Starts from)
  2. Drafts a short note offering to talk(Zeffo does this)
  3. You approve each note(Waits for a person)
  4. Sends it(Zeffo does this)
  5. Two weeks later, drafts one more for you to approve(Zeffo does this)
  6. Stops after two notes(Stop rule)

You decide: Clinical questions go to the dentist.

Email only, plans from the last 30 days.
  • Gmail
  • Google Sheets
Veterinary practicesWeekly

Stalled insurance claims moving again

Never needs you

  1. Reads the claims list(Starts from)
  2. Lists claims quiet for 21 days(Result)

You decide: Which details are right when they conflict.

A month of reports, no emails.
  • Gmail
  • Google Sheets
Care providersWeekly

Mandatory training renewed before it lapses

Asks you once

  1. Reads the training matrix(Starts from)
  2. Finds courses expiring in 60 days(Zeffo does this)
  3. You approve the renewal requests(Waits for a person)
  4. Renewals requested in time(Result)

You decide: Rotas, residents and care are off limits.

One course, runs started by hand.
  • Google Sheets
  • Gmail
Community pharmacyBefore month end

Service claim records complete before the deadline

Asks you once

  1. Reads this month’s service records(Starts from)
  2. Finds missing fields(Zeffo does this)
  3. Emails each staff member what to fill in(Zeffo does this)
  4. Pharmacist checks and submits the claim(Waits for a person)

You decide: Clinical decisions and the submission.

One service, staff reminders only.
  • Google Sheets
  • Gmail

Property and the built environment

Estate agenciesEvery evening

Evening enquiries acknowledged, replies drafted by morning

Asks you once · one thing you allowed

  1. Reads portal enquiries overnight(Starts from)
  2. Sends your standard acknowledgementAllowed(Goes ahead: you allowed this)
  3. Drafts the full answer(Zeffo does this)
  4. Negotiator reviews and sends it(Waits for a person)
  5. Every enquiry answered by morning(Result)

You decide: Viewings, offers and the property itself.

One listing, the acknowledgement only.
  • Gmail
  • HubSpot
LettingsWeekly

Gas safety certificates renewed before they expire

Asks you once

  1. Reads the compliance register(Starts from)
  2. Finds gas certificates due in 60 days(Zeffo does this)
  3. You approve the request to your engineer(Waits for a person)
  4. Certificate renewed in date(Result)

You decide: Tenant contact and access.

One certificate type, list only.
  • Google Sheets
  • Gmail
Construction fit-outEvery morning

Overdue RFIs chased before a trade stands idle

Asks you once

  1. Reads the RFI register(Starts from)
  2. Finds answers due today or already late(Zeffo does this)
  3. Checks which trades are waiting on them(Zeffo does this)
  4. Drafts a chaser to the designer(Zeffo does this)
  5. You approve the chaser(Waits for a person)
  6. Sends it and notes the date(Zeffo does this)
  7. Flags any RFI now holding up work(Result)

You decide: The design answer, and the delay.

One site, a list for two weeks.
  • Google Sheets
  • Gmail
Facilities managementEvery 15 minutes

A heads-up before a job breaches its SLA

Asks you once

  1. Checks open P1 and P2 jobs(Starts from)
  2. Posts in Slack when a job hits 75% of its SLA(Zeffo does this)
  3. Manager decides what to do(Waits for a person)

You decide: What to do about a job at risk.

P1 and P2 jobs on one site.
  • Google Sheets
  • Slack
  • MCP server
Energy and renewables installersEvery Monday

Grid applications that have gone quiet

Asks you once

  1. Reads live grid applications(Starts from)
  2. Finds ones quiet for three weeks(Zeffo does this)
  3. Drafts a chase to the network operator(Zeffo does this)
  4. A qualified person approves and sends it(Waits for a person)

You decide: Anything a qualified person must submit.

The Monday list on its own.
  • Google Sheets
  • Gmail

Operations and supply chain

Manufacturing qualityWeekly

Corrective actions closed on evidence, not promises

Asks you once

  1. Reads the corrective actions register(Starts from)
  2. Finds overdue actions(Zeffo does this)
  3. Reminds each owner inside your team(Zeffo does this)
  4. Collects the evidence they send back(Zeffo does this)
  5. Quality lead signs off the closure(Waits for a person)

You decide: Closure needs evidence and sign-off.

Your register, reminders only.
  • Google Sheets
  • Gmail
Freight forwardingDaily

Shipping documents in before the cut-off

Asks you once

  1. Reads booking documents as they arrive(Starts from)
  2. Checks them against the lane’s list(Zeffo does this)
  3. Finds what’s missing before cut-off(Zeffo does this)
  4. Drafts the request to the shipper(Zeffo does this)
  5. You approve it(Waits for a person)
  6. Documents in before cut-off(Result)

You decide: Whether to roll a late booking.

One lane, one shipper.
  • Gmail
  • Google Sheets
Wholesale and distributionEvery morning

Purchase orders confirmed before customers chase you

Asks you once

  1. Reads open purchase orders(Starts from)
  2. Finds ones unconfirmed after two days(Zeffo does this)
  3. Purchasing approves the chasers(Waits for a person)
  4. Orders confirmed before customers ask(Result)

You decide: Telling customers about delays.

One supplier group.
  • Google Sheets
  • Gmail
Field services and tradesWeekly

Two follow-ups on every quote, then silence

Asks you once

  1. Finds quotes with no reply in 7 days(Starts from)
  2. Drafts a follow-up(Zeffo does this)
  3. You approve it(Waits for a person)
  4. Sends it(Zeffo does this)
  5. One more after 14 days, if still quiet(Zeffo does this)
  6. Then stops(Stop rule)

You decide: Each email, and any price change.

Quotes from the last 60 days.
  • Google Sheets
  • Gmail
Agriculture and food productionEvery evening

Gaps in the chiller log found the same week

Never needs you

  1. Reads chiller readings posted in Slack(Starts from)
  2. Files each one in the log(Zeffo does this)
  3. Spots missing or out-of-range readings(Zeffo does this)
  4. Weekly gap report to the manager(Result)

You decide: What a missing reading means.

The record that’s most often late.
  • Slack
  • Google Sheets

Retail, hospitality and online

Multi-site retailEvery morning

Urgent notices confirmed by every store

Asks you once

  1. You approve the notice(Waits for a person)
  2. Emails it to every store(Zeffo does this)
  3. Checks each morning which stores have confirmed(Zeffo does this)
  4. Chases the stores that haven’t(Zeffo does this)
  5. Confirmed by every store(Result)

You decide: The notice, approved every time.

One region, one kind of notice.
  • Gmail
  • Google Sheets
E-commerce and DTCEarly each morning

Overnight “where’s my order?” emails answered by breakfast

Asks you once · one thing you allowed

  1. Reads overnight emails(Starts from)
  2. Looks up each order(Zeffo does this)
  3. Answers plain order-status questionsAllowed(Goes ahead: you allowed this)
  4. Drafts replies to the rest(Zeffo does this)
  5. You handle refunds and complaints(Waits for a person)
  6. Inbox clear by breakfast(Result)

You decide: Refunds, complaints, anything off-script.

Order status only, approved for a week.
  • Gmail
  • Google Sheets
  • MCP server
Hotels and serviced accommodationTwice a day

Guest repairs fixed before checkout

Asks you once

  1. Reads guest fault reports(Starts from)
  2. Tags each with the guest’s checkout(Zeffo does this)
  3. Reminds maintenance in Slack(Zeffo does this)
  4. Staff tell the guest it’s fixed(Waits for a person)

You decide: Letting the guest know it’s sorted.

One property, report to fix.
  • Gmail
  • Slack
Restaurants and food serviceEvery delivery day

Substitutions on the delivery note flagged to the chef

Asks you once

  1. Reads the delivery note(Starts from)
  2. Compares it with the order and flags swaps in Slack(Zeffo does this)
  3. Chef decides on any substitution(Waits for a person)

You decide: Allergens. It never says a swap is safe.

One supplier, flags to the chef only.
  • Gmail
  • Slack

Technology

IT managed service providersEvery hour

Tickets escalated before the SLA does it for you

Asks you once

  1. Checks open tickets(Starts from)
  2. Warns in Slack at 60% of the SLA(Zeffo does this)
  3. An engineer takes it(Waits for a person)

You decide: Client systems are never touched.

One client, one priority level.
  • Linear
  • Slack
  • MCP server
SaaS and softwareWeekly

Quiet accounts spotted well before renewal

Asks you once

  1. Reads account activity and billing(Starts from)
  2. Compares each account with its own past(Zeffo does this)
  3. Lists accounts going quiet(Zeffo does this)
  4. You decide who calls(Waits for a person)

You decide: Nothing goes to the customer.

Five accounts, read-only.
  • HubSpot
  • Stripe
  • Slack

Schools and nonprofits

Schools and education trustsEvery weekday

Agency staff checks complete before day one

Asks you once

  1. Lists staff starting next week(Starts from)
  2. Checks each record and lists what’s missing(Zeffo does this)
  3. Business manager follows up(Waits for a person)

You decide: Safeguarding, and anything about pupils.

Agency staff, a list only.
  • Google Sheets
  • Gmail
Nonprofits and charitiesEvery Friday

Funder evidence collected every week

Asks you once

  1. Reads the week’s session notes in Slack(Starts from)
  2. Files it by outcome(Zeffo does this)
  3. Flags outcomes with thin evidence(Zeffo does this)
  4. Drafts the funder report in Notion(Zeffo does this)
  5. You decide the story it tells(Waits for a person)

You decide: The story the report tells.

One programme, nothing sent out.
  • Slack
  • Google Sheets
  • Notion

For you and your household

Just youEvery Monday

Renewals caught before they renew themselves

Never needs you

  1. Checks your dates sheet(Starts from)
  2. Finds the paperwork for anything renewing soon(Zeffo does this)
  3. Monday brief in your email(Result)

You decide: Renew, switch or cancel.

Five dates, one weekly brief.
  • Google Sheets
  • Gmail
The householdEvery Sunday

The family dates one person usually carries

Never needs you

  1. Checks the shared dates(Starts from)
  2. Sunday summary of what’s due(Result)

You decide: The booking itself.

Five dates, nothing sent.
  • Google Sheets
  • Gmail

These are example setups, not customer results. Zeffo does not make a business compliant with the rules of its sector; have a qualified person review a setup before it runs on real work.

Getting started

Pick your first job with five questions.

The job you dread is rarely the right first job. Pick the one where you learn fastest and lose least.

  1. How often does it happen?Daily jobs teach you fastest.
  2. How much time does it take?Count finding the inputs and telling someone it’s done.
  3. Can a mistake be undone?Best if nothing leaves the business.
  4. Can you check the result?Pick a job with a clear, checkable “done”.
  5. Who gets hurt if it’s wrong?If it’s a customer or money, start with drafts you approve.

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Ask it once

The Zeffo film, 60 seconds, captioned.

VID-03 · placeholder The film plays here once it's cut.

Captions on by default, sound on when you press play, and a transcript below the player.