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Your industryYour way of working

A salon books by stylist. A carrier works by load. A law firm works by matter. We build and manage AI workflows around the details that make your business yours.

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Browse the workflows below, or hear a sample call.

Dispatcher working with route maps at an office desk

The details make the difference

Your terminology, approval rules and handoffs shape the workflow. We scope the connections before we build.

Find your kind of work

Eight starting points. Each industry page shows possible workflows and an illustrative day in the office.

Transportation and logistics

Keep freight moving

Organize load inquiries, rate confirmations and delivery paperwork, with exceptions passed to your dispatcher.

Tools and workflows to connect
  • Load boards and email bids
  • Rate confirmations and bills of lading
  • ELD and tracking links
  • QuickBooks and factoring paperwork
  • Driver applications and expiring documents
Explore

Clinics and hospitals

Give your front desk room to care

Coordinate appointment requests, intake documents and reminders. Clinical questions stay with your staff.

Tools and workflows to connect
  • Practice scheduling and EHR calendars
  • Intake and consent forms
  • Insurance cards and referrals
  • Reminder and recall lists
  • Billing and patient statements
Explore

Salons and spas

Stay with the client in your chair

Handle service questions, appointment changes and follow-ups around your team, your menu and your booking rules.

Tools and workflows to connect
  • Booksy, Square, Vagaro, Fresha, GlossGenius
  • Instagram and website inquiries
  • Gift cards and packages
  • Product and price lists
  • Reminder and no-show rules
Explore

Law firms

Start with a prepared intake

Collect inquiry details, organize matter documents and schedule consultations for your team to review.

Tools and workflows to connect
  • Practice management (Clio, MyCase, PracticePanther)
  • Intake questionnaires and retainer agreements
  • Court and deadline calendars
  • Document folders per matter
  • Billing and trust accounting
Explore

Real estate

Keep the conversation moving

Collect buyer and seller requirements, coordinate viewings and keep follow-ups organized in your CRM.

Tools and workflows to connect
  • CRM (Follow Up Boss, kvCORE, HubSpot)
  • Portal leads and website forms
  • Showing calendars and lockbox codes
  • Listing documents and disclosures
  • Transaction checklists
Explore

Restaurants

Keep your attention on the floor

Handle reservation questions, collect order details and route special requests to the right person.

Tools and workflows to connect
  • Reservation systems (OpenTable, Resy, Tock)
  • Online ordering and delivery platforms
  • Catering and private event inquiries
  • Supplier invoices
  • Staff schedules
Explore

Auto repair shops

Keep the shop focused on the job

Capture service requests, arrange appointments and organize customer updates and vehicle paperwork.

Tools and workflows to connect
  • Shop management software (Tekmetric, Shop-Ware, Mitchell)
  • Parts supplier emails
  • Estimates and approvals
  • Inspection photos
  • Reminder and recall lists
Explore

Accounting and bookkeeping

Spend less time chasing documents

Collect client files, flag missing information and prepare reminders and records for your team to check.

Tools and workflows to connect
  • QuickBooks, Xero, Drake, Lacerte
  • Client portals and secure upload
  • Engagement letters and organizers
  • Bank and card statements
  • Deadline calendars
Explore

Built around your operation

A workshop manager and technician reviewing a job on a tablet
Illustrative scene
See how we set it up
Your tools, connected where it counts
We check the access and permissions your software supports, then agree on the connections and any limitations before implementation.
Your team decides the boundaries
Define what AI can handle, what needs approval and where exceptions go. Professional judgment and sensitive decisions stay with your people.
A managed service after launch
We test the workflow with you, watch how it performs and adjust it as your processes change. Scope, ongoing costs and usage limits are agreed in your plan.

Don't see your industry?

Tell us what comes in, what happens next and where your team loses time. We will identify a practical place to start.

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