AI workflow examples

The operations we already automate.

Pick the work that eats your week and watch it run on autopilot. Each subscription covers one defined workflow at a flat monthly. Start with a workflow directly or add one to your Technology Office relationship. Discovery confirms the fit.

from $1,500/moflat per workflowbuild → connect → run
The operations we already automate Watch the overview
Small · from $1,500/mo Lead response New inquiries get a reply and a first qualification while they're still warm, nights and weekends included. Small · from $1,500/mo Collections follow-up Past-due invoices get chased on a schedule, and only the ones that stall reach your desk. Small · from $1,500/mo Inquiry replies The questions your team answers over and over arrive with a reply already drafted, in your words. Medium · from $2,500/mo CRM and pipeline upkeep Calls and emails land on the right deal by themselves. For one client, about 15 hours a week of upkeep became 3 of review. Medium · from $2,500/mo Recurring report production Sources gathered, deduplicated and drafted before anyone opens a blank page. For one client, about 20 hours a week became 4 of review. Large · from $4,000/mo POS-to-books reconciliation Sales matched to the ledger every night, every gap queued for a person. Across 14 locations, about 30 hours a week became 6 of review. Extra large · to be scoped An AI operating system Several workflows running as one layer across sales, finance, operations and support, scoped to your size. Sized at Discovery Quote and estimate drafting A request comes in and a priced draft goes back the same day, ready for you to check and send. Sized at Discovery Appointment confirmations Confirmations, reminders and reschedules go out on their own, and every no-show gets a nudge to rebook. Sized at Discovery Review requests Every finished job triggers a review ask at the right moment, so your happy customers actually post. Sized at Discovery Weekly owner report Sales and cash from your point of sale and books, in one plain summary before Monday starts. Sized at Discovery Accounts payable matching Supplier invoices read on arrival and checked against orders and receipts, with only the mismatches left for you. Sized at Discovery Client onboarding Intake details gathered once, then the forms filled, filed and tracked until the client is live. Sized at Discovery Support triage Tickets ranked by urgency with a reply drafted for each, so your team reviews and sends. Sized at Discovery Monthly compliance pack Figures pulled from each system of record into a formatted pack, ready for review at month-end.

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