Questionnaire and RFP drafts from past answers
Drop in a security questionnaire or RFP. The agent finds your closest past answers and drafts the response in your format, and your team checks it and sends it.
Industries
AI for SaaS Companies
Security questionnaires and support answers still run on copy and paste. We build AI into the tools you already pay for and train each person to run it.
Clients we work with in this field
From Seats to Shared Workflows
Most SaaS teams already pay for AI seats, and a few people use them well. McCarthy's AI finds the work worth sharing and builds it into the tools your team already uses through an AI agent we set up, and each workflow has a named owner.
Work That Piles Up Behind the Product
- 01
Security questionnaires and RFPs
Buyers send long security questionnaires and RFPs. Someone searches old answers, pastes them in and asks engineering to confirm, and the deal waits.
- 02
Renewals and lapsed accounts
Churned customers and stalled trials sit in the CRM with nobody assigned to them, and renewal follow-ups go out late when the team is busy with new deals.
- 03
Support answers spread across docs
The answer sits in a help article or an internal thread, but support staff search several places and sometimes ask an engineer.
Where AI Helps First
A company brain for docs and threads
Support and sales ask in plain language and get an answer that points to the help article or thread it came from. Each person sees only what they're allowed to see.
Win back churned accounts
The agent reads your CRM every week, finds churned customers and closed deals worth another conversation and drafts a message for each. Your rep approves and sends it.
The Monday report
Pipeline and late invoices from your CRM and accounting land in one report with a short written summary before the week starts.
Common Questions
Still deciding? On a free 30-minute call we'll tell you what fits.
We already pay for AI seats. What's left to do?
Seats give each person a tool. The audit finds which shared jobs are worth building, and we then build them in the tools you already pay for and train each person on the ones they'll run.
Can customer data go into these workflows?
Builds run in your own accounts and only use data you approve. We start with the right AI plan and settings, and the audit includes a data and settings check. If you need private hosting, we'll tell you.
Who looks after the workflows when our tools change?
Each workflow has a named owner on your team who's trained to run it. The monthly support retainer covers fixes, updates as tools change and light new work.
Related Research
Research · 6 min read
Many AI seats go quiet after the first few weeks
Use of paid AI seats peaks soon after launch, then settles lower. In a large Copilot trial, a worker's employer predicted their use better than their own work habits did.
Research · 6 min read
Your CRM already holds revenue worth winning back
Lost customers can be won back at a profit when the offer fits why they left, and a new lead's odds of a real conversation drop sharply after the first hour. The most quoted retention statistics are hard to trace to a method.
Explore next
Free 30-minute call
Find Out Which Workflows Are Worth Sharing
On a free 30-minute call, you'll see one of our prompts run in your own AI tool and leave with a first step and its price, and you can keep customer data and financials out of it.