Ready-to-run jobs your AI employee starts with.
You do not need to imagine what an AI employee could do. These are proven workflows we configure for clients across finance, sales, marketing, operations, HR, and customer service - each one running inside tools you already use.
Connect, run, review, approve.
Connect your tools
We link the accounts the workflow needs - accounting, payments, CRM, email, documents. Your existing permissions carry over.
Pick the job
Choose from the library below, or describe the task in plain English. We design the workflow around how your business actually works.
The work gets done
Your AI employee reads, checks, drafts, reconciles, and prepares - on a schedule or on demand, without being asked twice.
You approve the output
Nothing sends, posts, or pays until you approve it. As trust builds, you choose which jobs run end-to-end.
Finance & bookkeeping
Payroll planning support
Settle your cash position against incoming payments, build a 30-day forecast, rank overdue items, and queue reminders for approval before payday.
Month-end close support
Reconcile books against settlements, flag mismatches, write a plain-English profit summary, and export a close packet for your accountant.
Invoice chaser
Track every outstanding invoice, rank by age and value, and draft escalating reminders for your review and approval.
Cash flow pulse check
A scheduled one-page view of cash position, sales trend, pipeline movement, and this week's financial commitments.
Expense categorizer
Sort transactions into the right categories as they land, flag anything unusual, and keep records clean for tax season.
Margin analyzer
Break down revenue by product, service, or client to show where margin is real - and where you are working for less than you think.
Sales & pipeline
Lead triager
Responds to new inquiries in minutes, asks qualifying questions, routes hot leads to you, and keeps the rest warm with follow-up.
Follow-up enforcer
Monitors unanswered threads and stalled deals, drafts the next nudge, and flags anything that has gone quiet too long.
Pipeline monitor
Watches your CRM for deals stuck in stage, updates records after calls, and briefs you on what moved and what did not.
Quote preparer
Assembles quotes and proposals from your price list and templates, personalized to the inquiry, ready for your sign-off.
Win-back campaigns
Finds past customers who went quiet, drafts a re-engagement message sequence, and schedules it for your approval.
Marketing & content
Campaign runner
Finds the slow stretch in your revenue, reviews past campaign performance, drafts the promo strategy, and prepares assets so the next send ships.
Content strategist
Builds a monthly content plan from your services, seasonal patterns, and what your customers ask about - then drafts the posts.
On-brand asset generator
Produces social graphics, email headers, and promo visuals in your brand style, organized for your team to review and publish.
Review responder
Drafts thoughtful replies to every customer review - positive or negative - in your voice, queued for your approval.
Newsletter assembler
Collects your news, offers, and photos each month and assembles them into a send-ready newsletter draft.
Operations & admin
Contract reviewer
Reads incoming contracts, summarizes key terms and unusual clauses, tracks signature status, and files executed copies where they belong.
Document processor
Reads, summarizes, classifies, and routes the paperwork that flows through your business - forms, proposals, reports, receipts.
Meeting prepper
Builds briefing notes from your tools - open items, recent activity, history - so every meeting starts with context instead of recall.
Record keeper
Logs activity, creates records, and updates fields across your systems, so data stays accurate without manual entry.
Vendor & subscription auditor
Tracks recurring charges and renewals, flags price increases and unused services, and drafts cancellation or negotiation emails.
HR & people
Hiring coordinator
Acknowledges applicants, screens against your criteria, schedules interviews, and keeps candidates informed at every step.
Onboarding assistant
Prepares day-one checklists, paperwork, and account setup tasks for each new hire, and chases the outstanding items.
Policy answer desk
Answers routine team questions about leave, policies, and procedures using your own documented rules - consistently, every time.
Customer service
Inbox first responder
Answers routine customer emails instantly using your products, policies, and tone - and hands anything sensitive to a human with full context.
FAQ keeper
Learns from the questions customers actually ask and keeps your help content current, so repeat questions answer themselves.
Dispute & refund handler
Tracks payment disputes and refund requests end to end, gathers the evidence, and drafts responses for your approval.
Feedback synthesizer
Collects reviews, survey answers, and support threads, and turns them into a plain-English summary of what customers want fixed.
If it is repetitive and rule-based, it can probably be delegated.
This library is where most clients start - not where it ends. Bring us the task that eats your week, and we will tell you honestly whether an AI employee can handle it.
Pick your first workflow.
Book a discovery call. We will match the workflows to your business, confirm which tools they plug into, and have the first one running within 48 hours of kickoff.