Standardize and automatereports & proposalswith accuracy.

Tasks Qurio can help

Document generation

Draft reports, decks, and trackers from your files — formatted and ready to review.

Reports and proposals

Turn notes, templates, and project context into polished Word docs — formatted sections, ready for review or send.

Qurio drafting a client proposal document

Pitch decks

From a brief to slide outlines and deck drafts. Qurio pulls figures from your sheets and keeps the narrative consistent.

Qurio building a pitch deck

Trackers and models

Status trackers, budget sheets, and ops models — updated from live data instead of manual copy-paste.

Qurio updating a project tracker spreadsheet
Add-on consultation

We implement custom workflows for your team

When your playbook needs branches, approvals, and handoffs across tools, we build it with your team and deliver it ready to run.

A branching workflow with approvals across email, files, and tasks

How the engagement works

  1. Map your workflow

    Share the process in plain language, a Loom, or an existing doc. We capture branches, approvals, and who owns each step.

  2. We build and test

    Our team wires the workflow across email, files, and tasks — then runs it with your team before anything goes live.

  3. Runs on autopilot

    Your team triggers it from chat. We monitor runs, tune prompts, and extend the playbook as your ops evolve.

Examples we implement

  • Route contracts over a threshold to legal with context attached
  • Nudge quiet leads and log outreach back to your CRM
  • Phase-gate checklists that pull status from Drive and ping owners

Success Story

Lead recovery, quote automation, and catalog search at scale — use cases Qurio has built and delivered.

See all use cases →

FAQ

How is Qurio different from Zapier?

Zapier needs triggers, actions, and a diagram you maintain. Qurio takes a sentence: "follow up on leads from last week" or "summarize the vendor folder."

How is Qurio different from Microsoft Copilot or ChatGPT?

Those answer in a chat window. Qurio reads OneDrive, Drive, and Gmail, then writes the file summary or ClickUp task in place.

Do my team need to install a new app?

Field and floor staff can get briefings by SMS or voice. You install the desktop app to connect accounts. They keep their phones.

Do I need to be technical to use Qurio?

If you can email and open a shared folder, you're fine. Type what you want: "status on Acme" or "draft Monday's ops brief."

Does Qurio work with my existing tools?

OneDrive, Teams, Gmail, Drive, Calendar, ClickUp, Airtable, Slack, and more. Keep paying for them. Qurio runs on top.

Is my data secure?

Data stays in your accounts. Qurio only uses what you connect. Disconnect anytime. We don't sell data.

What does it cost? Is there a free plan?

Free tier, no card, no countdown. Paid from $29/month for more tools and seats. Pricing page has the breakdown.