Email & Communication
Your inbox stops being the first thing you deal with every morning. Every inquiry is read, categorized, and handled the moment it arrives. Warm leads get flagged. Follow-up sequences run automatically after every job or meeting. Nothing falls through because someone forgot to reply.
- Email triage, sorting, and auto-replies by category
- Client follow-up sequences: thank-you, review request, re-engagement
- Invoice reminders and payment follow-up
- Meeting scheduling and confirmation workflows
Data & Documents
Records enter your database the moment they arrive, formatted and categorized correctly. Documents get read, classified, and routed without a person touching them. The manual entry session disappears. Anything that fails validation goes to a person instead of into the database.
- Invoice processing and database entry
- Unstructured document reading and classification (PDFs, emails, legal filings, forms)
- Database management, updates, and anomaly flagging
- Multi-step agentic workflows that read, decide, and act, with a named owner and monitoring on every one
- Report generation and scheduled summaries
Content & Scheduling
One brief becomes a published post on every platform, formatted correctly for each one. The calendar updates automatically. A batch of post ideas lands in your inbox every Monday so you start the week with options, not a blank page.
- Multi-platform content scheduling and formatting
- Weekly post idea generation based on your brand and history
- Editorial calendar management and updates
- Booking confirmations, appointment reminders, and no-show recovery
- Customer onboarding sequences
Industry-Specific Workflows
Some industries have operational patterns that repeat across every client. We have built dedicated workflows for each of these.
- Real Estate: lead response, listing updates, buyer and seller follow-up sequences, open house scheduling
- Law Firms: client intake, conflict checks, document routing, deadline tracking, billing reminders
- Luxury & Lifestyle: product database management, editorial content scheduling, collaboration inquiry handling
- Service Businesses: post-job follow-up, review requests, re-engagement sequences, invoice automation