Puffin

Say hello to Puffin, the teammate who never logs off.

Puffin answers customers, follows up on leads, and closes out the admin, right inside the apps your team already lives in.

Puffin

Good morning, Sam.
First up is Oakline onboarding at 11.

Ask Puffin to take something off your plate…

AllNeeds youRunningChats
  • Summarise Q3 support themes

    Grouped 212 tickets into six recurring themes

    PDF

    Q3_Support_Themes

    PDF

    M
  • Reconcile September payouts

    Matched 48 Stripe payouts to open invoices

    S
  • Draft onboarding email for Oakline

    Draft ready, matches your last three welcome emails

    S
  • Export churn-risk accounts

    Found 9 accounts with falling weekly usage

    XLS

    At_Risk_Accounts

    XLS

    S
  • Prep notes for the Kestrel intro call

    Pulled their last funding round and open roles

    TXT

    Kestrel_Brief

    TXT

    PDF

    Kestrel_Org_Chart

    PDF

    A

Deals that don't go cold.

Puffin works the top of your funnel through the night, so mornings start with conversations instead of research.

  • Researches while you rest

    A ranked list of good-fit accounts every morning, with the reason each one made the cut.

  • Writes like your team

    Outreach, recaps, and proposals in your tone, ready for a quick look before they go.

  • Gets the meeting on the books

    Handles the scheduling back-and-forth and drops the invite straight onto your calendar.

Night shift

11 PM → 7 AM

Researched 4

Kestrel Freight

Fit 91 · hiring 3 dispatchers

Oakline Dental

Fit 84 · opened 2nd clinic

Tidewater Co.

Fit 78 · new ops lead

Contacted 3

Marlow Studio

Intro email · opened twice

Birchway Foods

Follow-up drafted

Quarry Labs

Proposal sent

Meeting 1

Solstice Rentals

Wed · 11:30 AM

Meeting booked

Solstice Rentals · invite sent

Customers who feel heard.

Every question gets a thoughtful answer fast, whether it shows up by email, live chat, or WhatsApp.

  • Answers around the clock

    Nights, weekends, holidays. Replies go out in minutes and sound like you wrote them.

  • Sends it to the right person

    Tags, prioritises, and hands tricky cases to whoever owns them, with the history attached.

  • Spots unhappy accounts early

    Watches tone and usage for warning signs and suggests a next step before the renewal slips.

LR

Lena Ruiz · Marlow Studio

via live chat · 11:48 PM

Our export to CSV keeps timing out. We need it for a board meeting tomorrow morning.

Hi Lena, sorry about that. Large exports are running slow tonight, so I've generated the file for you directly. It's attached below.

I've also flagged this to our team so it's fixed properly by morning.

Answered 90 seconds after she asked

EditSend
Bug report filed

Assigned to Platform team

Account health: steady

Marlow Studio · no action needed

Admin that does itself.

Reports, invoices, and record keeping get done in the background, and Puffin picks up your team's habits along the way.

  • Reports on schedule

    Weekly numbers, invoice runs, and meeting summaries waiting for you on Monday morning.

  • Records stay current

    Every call, email, and deal change lands in the CRM without anyone copy-pasting.

  • Learns your playbook

    Corrections stick. The tenth invoice run needs less of your attention than the first.

INV-2026-0914

Paid

€18,420.00

Quarry Labs · net 30

Platform, annual€15,000.00
Onboarding€3,420.00

Issued and reconciled automatically

Monday routine

3 / 5

  • Pull last week's revenue
  • Build weekly summary deck
  • Send 9 September invoices
  • Log call notes to CRM
  • Chase 2 overdue payments

Slack, email, WhatsApp

No new app to learn.

Mention Puffin in a channel, forward it an email, or message it on your phone. It works from the tools your team opens every day.

northwind-account

PuffinApp8:12 AM

Northwind's renewal is due Friday and usage is up 32%. I drafted an annual quote and a one-page usage recap. Want me to send them to Priya?

Renewal_Quote.pdfUsage_Recap.pdf
S

Sam8:14 AM

Perfect, @Puffin send both and cc me.

PuffinApp8:14 AM

Sent to priya@northwind.example. I'll nudge her Thursday if it's still unsigned.

Integrations

Connects to what you already use.

  • Gmail
  • Slack
  • WhatsApp
  • Calendar
  • HubSpot
  • Notion
  • Stripe
  • QuickBooks
  • Salesforce
  • Pipedrive
  • Xero
  • Outlook
  • Google Drive
  • Zoom
  • Intercom
  • Zendesk
  • Airtable
  • Asana
  • Calendly
  • Shopify
  • Teams
  • Google Sheets
  • Mailchimp
  • Linear
  • Dropbox
  • DocuSign
  • Jira
  • Monday
  • + 2,000 more

Why Puffin

Built for small teams with long to-do lists.

Set up over coffee

Connect your Google or Microsoft account and the first tasks come back within the hour.

Approve before it sends

Keep every outgoing message behind a thumbs-up until you're ready to let go.

Brief it in plain English

Tell it how you like things done, the way you'd onboard a new hire.

Priced per team

One flat plan for the whole company. Add people without doing seat math.

A receipt for everything

Each action is logged with who asked, what changed, and a one-click undo.

Knows when to hand off

When a case needs a human, it stops and passes it over with the full context.

Give your team its time back with Puffin.