Good Bridge
An AI-assisted toolkit for energy brokerage.
Captures meetings, updates the CRM, matches buyers with sellers and prepares follow-ups. A separate finance flow matches invoices to transactions and organises the accounting.
01 / Ecosystem
Inside the ecosystem.
Meeting Capture and email sync feed the CRM. Matching and outreach use that evidence; a separate finance flow reconciles transactions and invoices.
Hover, focus or select a node to see what happens there. Arrows show the direction of the work.
Selected step
Capture the commercial details
A mobile wizard records attendees, commercial intent, quarterly quotes, geography, next steps and optional closed deals. Linked records are saved to the CRM.
- Meeting Capture leads to Shared CRMIntent + follow-ups
Keep the CRM current with email
Received and sent messages are matched to people and companies. Noise is filtered, conversations summarised and evidence linked into Airtable.
- Email sync leads to Shared CRMSummaries + participants
Contacts, interests and deals in Airtable
Airtable connects companies, people, interactions, interests and deals. Matching and outreach independently read this evidence.
- Meeting Capture leads to Shared CRMIntent + follow-ups
- Email sync leads to Shared CRMSummaries + participants
- Shared CRM leads to Matching + radarRead evidence
- Shared CRM leads to Outreach draftsRead evidence
Match buyers and sellers
Buyer/seller compatibility, timing, readiness and evidence freshness inform priorities. Suggested matches and follow-ups go to people for decisions.
- Shared CRM leads to Matching + radarRead evidence
- Matching + radar leads to Human decisionsPriorities
Prepare a relevant follow-up
Current CRM evidence and conversation history become contextual Gmail drafts. The engine does not send commercial messages.
- Shared CRM leads to Outreach draftsRead evidence
- Outreach drafts leads to Human decisionsReview + send
People keep the final call
The team evaluates matches, reviews drafts and sends messages. Commercial judgement stays with a person.
- Matching + radar leads to Human decisionsPriorities
- Outreach drafts leads to Human decisionsReview + send
The public front door
Presents the brokerage and collects structured inquiries: role, market, volume and timing.
- Company website leads to Inquiry emailContact form
An inquiry, delivered
The website sends an inquiry email. This is not represented as an automatic CRM import: the configured recipient is a separate integration boundary.
- Company website leads to Inquiry emailContact form
Bank transactions
Bank transactions are classified and deduplicated in a separate finance ledger, where each payment can be matched to its supporting invoice.
- Bank transactions leads to Invoice matchingRecorded transactions
Match payments to invoices
Invoice candidates are searched in email against recorded transactions, then checked by amount, date and counterparty. Ambiguous matches are flagged.
- Bank transactions leads to Invoice matchingRecorded transactions
- Invoice matching leads to Finance ledgerMatched invoices
- Invoice matching leads to Drive documentsDocument copies
A separate accounting record
Matched invoice documents attach to the finance ledger in Airtable. This is separate from the commercial CRM.
- Invoice matching leads to Finance ledgerMatched invoices
- Finance ledger leads to Accounting export
Archive invoices in Google Drive
Matched invoice and receipt copies are organised in Google Drive for accounting and handover.
- Invoice matching leads to Drive documentsDocument copies
- Drive documents leads to Accounting export
Accounting exports and settlement
Accounting exports and settlement spreadsheets are prepared with supporting invoices and email drafts. People review the handover.
- Finance ledger leads to Accounting export
- Drive documents leads to Accounting export
Every step, explained.
Meeting Capture
A mobile wizard records attendees, commercial intent, quarterly quotes, geography, next steps and optional closed deals. Linked records are saved to the CRM.
- Meeting Capture leads to Shared CRMIntent + follow-ups
Email sync
Received and sent messages are matched to people and companies. Noise is filtered, conversations summarised and evidence linked into Airtable.
- Email sync leads to Shared CRMSummaries + participants
Shared CRM
Airtable connects companies, people, interactions, interests and deals. Matching and outreach independently read this evidence.
- Meeting Capture leads to Shared CRMIntent + follow-ups
- Email sync leads to Shared CRMSummaries + participants
- Shared CRM leads to Matching + radarRead evidence
- Shared CRM leads to Outreach draftsRead evidence
Matching + radar
Buyer/seller compatibility, timing, readiness and evidence freshness inform priorities. Suggested matches and follow-ups go to people for decisions.
- Shared CRM leads to Matching + radarRead evidence
- Matching + radar leads to Human decisionsPriorities
Outreach drafts
Current CRM evidence and conversation history become contextual Gmail drafts. The engine does not send commercial messages.
- Shared CRM leads to Outreach draftsRead evidence
- Outreach drafts leads to Human decisionsReview + send
Human decisions
The team evaluates matches, reviews drafts and sends messages. Commercial judgement stays with a person.
- Matching + radar leads to Human decisionsPriorities
- Outreach drafts leads to Human decisionsReview + send
Company website
Presents the brokerage and collects structured inquiries: role, market, volume and timing.
- Company website leads to Inquiry emailContact form
Inquiry email
The website sends an inquiry email. This is not represented as an automatic CRM import: the configured recipient is a separate integration boundary.
- Company website leads to Inquiry emailContact form
Bank transactions
Bank transactions are classified and deduplicated in a separate finance ledger, where each payment can be matched to its supporting invoice.
- Bank transactions leads to Invoice matchingRecorded transactions
Invoice matching
Invoice candidates are searched in email against recorded transactions, then checked by amount, date and counterparty. Ambiguous matches are flagged.
- Bank transactions leads to Invoice matchingRecorded transactions
- Invoice matching leads to Finance ledgerMatched invoices
- Invoice matching leads to Drive documentsDocument copies
Finance ledger
Matched invoice documents attach to the finance ledger in Airtable. This is separate from the commercial CRM.
- Invoice matching leads to Finance ledgerMatched invoices
- Finance ledger leads to Accounting export
Drive documents
Matched invoice and receipt copies are organised in Google Drive for accounting and handover.
- Invoice matching leads to Drive documentsDocument copies
- Drive documents leads to Accounting export
Accounting export
Accounting exports and settlement spreadsheets are prepared with supporting invoices and email drafts. People review the handover.
- Finance ledger leads to Accounting export
- Drive documents leads to Accounting export
The radar and outreach engine independently read CRM evidence. The radar is not the upstream input to outreach.
Finance searches email for documents matching bank transactions already recorded in its separate ledger.
The website sends inquiry emails through the shared mail service. This diagram does not assume its recipient is one of the configured CRM-sync mailboxes.
02 / Product
What the product does.
Useful information was spread across inboxes, calls and administrative records. The team needed a shared picture of each relationship and a clear next action.
Shared commercial records, prioritised follow-ups and contextual drafts for human review.
- Built for
- Energy brokerage teams
- My role
- Product design, system architecture and AI-agent orchestration
03 / Capabilities
Features and capabilities.
Explore each part of the product.
CRM & contact researchOne linked record of companies, people and what actually happened.
Linked commercial records
Company, contact, interaction, interest, profile and deal records in Airtable
Contact research
Company research, decision-maker discovery, contact enrichment and email verification
Email synchronisation
Received and sent email sync across three mailboxes, twice daily
Conversation summaries
Participant matching, noise filtering and concise English summaries of multilingual email
Shared relationship states
Shared engagement, KYC and follow-up states, with source-linked changes
Record integrity
Duplicate checks, resumable sync and append-only notes that protect human research
Meeting CaptureA mobile form turns a call into structured commercial records.
Mobile capture
Mobile wizard with draft recovery; search or create companies, contacts, attendees and referrals
Commercial intent
Capture Buy, Sell, Both or None, products and counterparty type
Quarterly quotes
Record each quarter’s volume, price, firm or indicative quote and expiry
Geography & routes
Capture countries, cross-border permission and suggested eligible routes
Follow-up context
Save KYC, engagement, outcome, notes, next steps and the follow-up date
Linked saves
Create linked interests and optional closed deals; retry partial saves without duplicate records
Matching & prioritiesRank plausible commercial moves with the evidence behind each one.
Counterparty matching
Match buyers and sellers by active intent, product and compatible geography
Ranking
Rank volume, timing, readiness, freshness and firm quotes
Evidence confidence
Distinguish live matches from profile-based leads and optional wider-network possibilities
Commitments & KYC
Surface future needs, overdue promises, replies owed and stalled KYC
Relationship openings
Identify quiet relationships and lower-confidence openings in meeting notes
Recurring action plans
Prepare a daily action plan and recurring business radar, with missed-run checks
OutreachPrepare the next message from current CRM evidence.
Contact priorities
Prioritise promised follow-ups, existing cadence and new contacts
Contextual drafts
Create Gmail drafts with current evidence and relevant buying or selling periods
Threads & cadence
Preserve reply threads and limit repeated cold touches
Preflight checks
Check existing drafts and stop safely if the inbox cannot be read
Prospect monitoring
Run weekly prospect checks, outreach reporting and independent failure monitoring
Human sending
Keep the CRM read-only and every commercial send with a person
FinanceTurn supplied bank statements into an organised accounting record.
Bank import
Import bank CSVs, classify transactions and avoid duplicates; monthly statement reminders
Invoice discovery
Find invoice candidates in email against existing bank transactions
Reconciliation
Match amount, date and counterparty; flag ambiguous or missing documents
Receipt formats
Handle PDF attachments, other receipt files and receipts in email bodies
Document archive
Attach matched documents in Airtable and organise copies in Google Drive
Accounting output
Prepare accounting exports, settlement spreadsheets and email drafts with supporting invoices
Company websiteThe public face of Good Bridge, alongside its internal tools.
Responsive presentation
Responsive company website for environmental and energy-market brokerage
Services
Service presentation: sourcing, screening, introductions and execution support
Process
A clear process from mandate and fit to offer alignment and closing
Inquiry form
Inquiry form for buyer or seller role, market, volume, timeframe and message
Delivery feedback
Server-checked delivery, visible success or failure and a direct email alternative
04 / Status
Where it stands.
Operational status follows owner confirmation and repository records. The current commercial focus is CSO; Biogas is supported in the data model but parked. Outreach creates drafts, never sends. Bank statements are supplied by a person. Matching does not autonomously approve or close trades.
A public copy with fictional data. The production code stays private.
An internal tool in daily use; not publicly accessible.
Interface previews use illustrative data.