Good Bridge
From conversations to commercial action.
Schema-based reconstruction. Fictional records.
The problem.
Useful information was spread across inboxes, calls and administrative records. The team needed a shared picture of each relationship and a clear next action.
What I built.
CRM, meetings, matching, outreach and finance connected for an energy brokerage.
- My role
- Product design, system architecture and AI-agent orchestration
- For
- Energy brokerage teams
How it connects.
Commercial intelligence and finance are related workstreams with distinct records and responsibilities.
Read the connections as text
- Company website → Inquiry email: Contact form
- Email sync → Shared CRM: Summaries + participants
- Meeting Capture → Shared CRM: Intent + follow-ups
- Shared CRM → Matching + radar: Read evidence
- Shared CRM → Outreach drafts: Read evidence
- Matching + radar → Human decisions: Priorities
- Outreach drafts → Human decisions: Review + send
- Bank CSV → Invoice matching: Recorded transactions
- Invoice matching → Finance ledger: Matched invoices
- Invoice matching → Drive documents: Document copies
- Finance ledger → Accounting export
- Drive documents → Accounting export
Built in stages.
Built through successive engagements, as the work expanded from an initial brief into a wider set of tools for the business.
Inside the product.
Open a module to see its capabilities,
decisions and boundaries.
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
Tools & systems.
Airtable / Python / Node.js / React / TypeScript / Gmail + Drive APIs / Cloudflare Pages / Claude Routines / GitHub Actions
Where the project stands.
- Outreach prepares Gmail drafts; a person reviews and sends them.
- Bank statements are supplied by a person. Finance uses a separate accounting ledger.
- Matching suggests opportunities; people make the commercial decisions.