Turn scattered sales context into a decision a seller can inspect.
This native Mac application was built for sales work that arrived in several forms and at different stages. Instead of asking one model to produce a confident answer, the system separates research, qualification and drafting so the seller can see what is known, what is missing and what still needs judgment.
The business problem
Email, documents and notes held pieces of an opportunity. A seller had to rebuild the context before deciding whether and how to follow up.
What changed in the workflow
A native Mac application holds an editable opportunity record. Research, qualification and drafting agents prepare work the seller can inspect.
What this example demonstrates
An internal application described without publishing account information or private screens. The case explains how it supports a seller; it does not claim a measured increase in revenue or conversion.
The risk was a polished answer built on incomplete context.
Useful account context arrived in email, documents and copied notes.
Staff rebuilt the opportunity record before deciding whether the account fit.
Missing information could be hidden by a polished summary or premature email draft.
The seller needed to keep control of qualification and external communication.
Research, qualification and drafting remain inspectable stages.
Research, qualification and drafting agents share one evidence record. They can prepare a recommendation and a relevant email, but the seller decides whether the opportunity fits and what leaves the company.
Research agent
Finds public company context, records the source and leaves unavailable information unresolved rather than guessing.
Qualification agent
Tests the evidence against configurable services, criteria and disqualifiers. It separates a fit signal from a missing answer.
Drafting agent
Uses the evidence and sales stage to prepare an editable reply, question or follow-up. The seller decides what leaves the company.
Opportunity record
Keeps the intake, evidence, gaps, risks and drafts together so the reasoning can be reviewed later.
The application prepares the record. The seller moves it forward.
- 1Import an email, document or clipboard note
- 2Edit the intake before creating an opportunity
- 3Compare the evidence with configurable services
- 4Review the gaps, risks and next email
Native on the Mac, local by default.
Native SwiftUI and Swift application for macOS.
OpenAI Responses API with web search for sourced public research.
Local document, email and clipboard capture with an editable review step.
macOS Keychain for protected local access to application secrets.
A local JSON record keeps the intake, evidence and drafts on the device; the application has no server database.
The application runs natively on macOS and connects to hosted OpenAI services for approved agent tasks.
Measure the quality and speed of the seller’s preparation.
Time from incoming context to an opportunity that is ready for review.
How quickly a seller can prepare a relevant next step after reviewing the evidence.
Important questions and fit criteria that remain unresolved.
Changes made to research, fit judgments and drafts before the opportunity moves forward.
Start with the work, the constraint and the decision owner.
You do not need a project that matches this example. Bring the problem you want to solve, and we will assess the fit, compare possible approaches and agree on a useful first scope.
Discuss the problem