What your AI Workforce can do.
These are starting points, not a catalog of separate products. Each job is work an AI Employee can perform inside your AI Workforce, configured around your systems, knowledge, and rules. Channels and connected tools depend on your deployment.
50 example jobs below.
Sales
Lead Follow-Up
AFTER EVERY NEW LEAD
Responds immediately, answers common questions, qualifies the opportunity, and keeps the conversation moving until they book, buy, or need a person.
Speed-to-Lead
WITHIN SECONDS OF INQUIRY
Picks up the new inquiry the moment it arrives, starts the conversation, and captures the details your team needs to take the next step.
Lead Qualification
ON EVERY NEW INQUIRY
Asks the questions your team would ask, scores the opportunity against your rules, and routes ready leads to a person.
Appointment Booking
WHENEVER A SLOT IS NEEDED
Checks real availability, offers open windows, books the appointment, and sends confirmations so the calendar stays accurate.
Missed-Call Follow-Up
AFTER EVERY MISSED CALL
Texts or emails the missed caller right away, finds out what they need, and books a callback or appointment instead of leaving a voicemail pile.
Customer Reactivation
ON A DEFINED CADENCE
Reaches out to past customers who have gone quiet, checks whether they still need you, and books the ones who are ready.
Quote Follow-Up
AFTER EVERY SENT QUOTE
Follows up on open quotes, answers remaining questions, and either moves the job forward or finds out why it stalled.
Pipeline Follow-Up
ON STALE OPPORTUNITIES
Works the stalled deals in your pipeline, restarts the conversation, and updates the CRM so the board reflects reality.
Lead Research
BEFORE THE FIRST CONVERSATION
Gathers public context on a new lead, summarizes what matters, and puts a brief in front of your team before they pick up.
Sales Meeting Prep
BEFORE EVERY SALES MEETING
Pulls the CRM history, last emails, and open questions into a prep note so your rep walks in ready.
Proposal Follow-Up
AFTER EVERY PROPOSAL
Checks in after a proposal is sent, answers remaining questions, and keeps the decision moving without nagging.
CRM Updates
AFTER EVERY CONVERSATION
Writes the outcome of calls, texts, and emails back into the CRM so the record matches what actually happened.
Opportunity Summaries
WHEN A DEAL NEEDS A BRIEF
Turns a messy opportunity record into a clear summary your team can act on in a minute.
Appointment Questions
BEFORE AND AFTER BOOKINGS
Handles reschedules, reminders, directions, and confirmation questions so the calendar stays current and the phone stays quieter.
Email Nurture
ON THE CADENCE YOU SET
Sends useful follow-up emails based on where the person is in the conversation, then stops or hands off when they reply.
CRM Hygiene
ON A WEEKLY SWEEP
Finds duplicates, missing fields, and stale owners, then proposes clean-up so the CRM stays usable.
Sales Reports
DAILY OR WEEKLY
Turns pipeline and activity data into a sales snapshot: what moved, what stalled, and what needs a person.
Marketing
Review Requests
AFTER A COMPLETED JOB
Asks completed customers for genuine feedback and a review, on a cadence you set, without filtering who is allowed to speak.
Review Response Drafting
WHEN A NEW REVIEW LANDS
Drafts a thoughtful reply to a new review for your approval. Nothing posts until you say so.
Reputation Monitoring
ON A DAILY CHECK
Watches for new reviews and public mentions, summarizes what changed, and flags anything that needs a person today.
Email Nurture
ON THE CADENCE YOU SET
Sends useful follow-up emails based on where the person is in the conversation, then stops or hands off when they reply.
Campaign Research
BEFORE YOU PLAN THE NEXT PUSH
Collects audience notes, competing offers, and channel observations into a brief your marketing team can actually use.
Competitor Monitoring
ON A WEEKLY CHECK
Tracks public competitor pages, offers, and messaging, then delivers a short digest of what actually changed.
Content Research
WHEN YOU NEED A BRIEF
Builds a research pack for an article, email, or post: questions the audience asks, proof you already have, and gaps to fill.
Marketing Reporting
WEEKLY OR MONTHLY
Pulls campaign numbers from the sheets and tools you connect, then writes a plain-language summary for the people who need it.
Audience Research
WHEN YOU ARE CHOOSING WHO TO TALK TO
Turns CRM segments, past jobs, and public demand signals into a picture of who actually buys, not who you hope buys.
Content Scheduling
ON THE CALENDAR YOU SET
Prepares posts for the channels you approve, queues them on your calendar, and waits for a person before anything goes live.
Customer Support
Missed-Call Follow-Up
AFTER EVERY MISSED CALL
Texts or emails the missed caller right away, finds out what they need, and books a callback or appointment instead of leaving a voicemail pile.
Customer Support
ON EVERY SUPPORT REQUEST
Answers common questions, handles routine requests, and escalates anything that needs a person, around the clock.
FAQ Handling
WHENEVER THE SAME QUESTIONS ARRIVE
Answers hours, pricing ranges, service area, and policy questions from your approved knowledge so your team is not repeating themselves.
Order Status
ON EVERY STATUS QUESTION
Looks up where an order or job stands and tells the customer, instead of making them wait for someone to check a screen.
Appointment Questions
BEFORE AND AFTER BOOKINGS
Handles reschedules, reminders, directions, and confirmation questions so the calendar stays current and the phone stays quieter.
Ticket Triage
AS TICKETS ARRIVE
Reads new tickets, tags them, sets priority, and routes them to the right queue so urgent work is not buried under routine mail.
After-Hours Support
OUTSIDE BUSINESS HOURS
Covers the phones, inbox, and chat when the office is closed. Routine issues get handled. Emergencies get routed.
Complaint Routing
THE MOMENT A COMPLAINT APPEARS
Catches unhappy customers early, captures what went wrong, and routes the issue to the right person instead of leaving it in a public thread.
Review Requests
AFTER A COMPLETED JOB
Asks completed customers for genuine feedback and a review, on a cadence you set, without filtering who is allowed to speak.
Review Response Drafting
WHEN A NEW REVIEW LANDS
Drafts a thoughtful reply to a new review for your approval. Nothing posts until you say so.
Reputation Monitoring
ON A DAILY CHECK
Watches for new reviews and public mentions, summarizes what changed, and flags anything that needs a person today.
Operations
Sales Meeting Prep
BEFORE EVERY SALES MEETING
Pulls the CRM history, last emails, and open questions into a prep note so your rep walks in ready.
CRM Updates
AFTER EVERY CONVERSATION
Writes the outcome of calls, texts, and emails back into the CRM so the record matches what actually happened.
Order Status
ON EVERY STATUS QUESTION
Looks up where an order or job stands and tells the customer, instead of making them wait for someone to check a screen.
Ticket Triage
AS TICKETS ARRIVE
Reads new tickets, tags them, sets priority, and routes them to the right queue so urgent work is not buried under routine mail.
Inbox Triage
AS MAIL ARRIVES
Sorts the shared inbox, drafts replies to routine mail, and surfaces the messages that actually need a person.
Meeting Notes
AFTER EVERY MEETING
Turns the meeting into a clean recap: decisions, owners, and due dates, delivered to the people who were there and the people who were not.
Meeting Preparation
BEFORE THE MEETING STARTS
Builds the agenda pack: who is coming, what is open, and which documents people should actually look at.
CRM Hygiene
ON A WEEKLY SWEEP
Finds duplicates, missing fields, and stale owners, then proposes clean-up so the CRM stays usable.
Data Entry
WHEN FORMS AND FILES ARRIVE
Takes information from forms, emails, and documents and writes it into the systems where the team already works.
Document Processing
WHEN A DOCUMENT ARRIVES
Reads invoices, applications, and contracts for the fields you care about, then routes the file and the extracted data.
Workflow Monitoring
WHILE WORK IS IN MOTION
Watches a defined process for stalled steps and missing handoffs, then nudges the owner or opens an exception.
Admin Workflows
ON THE RECURRING WORK YOU NAME
Runs the repetitive office sequences: reminders, checklists, status pings, and file routing that currently live in someone's head.
Overdue Reminders
WHEN A DUE DATE PASSES
Notifies customers and internal owners when a due date has passed, with the next action already attached.
Research Summaries
WHEN A PACKET OF MATERIAL LANDS
Reads the files, threads, or links you provide and returns a summary with the decisions, numbers, and open questions called out.
Spreadsheet Workflows
WHEN THE SHEET IS THE SYSTEM
Watches Google Sheets or Excel for new rows, then runs the next step: message, CRM update, reminder, or Slack ping.
Finance
Document Processing
WHEN A DOCUMENT ARRIVES
Reads invoices, applications, and contracts for the fields you care about, then routes the file and the extracted data.
Invoice Chaser
WHEN AN INVOICE GOES UNPAID
Sends polite, timed reminders on open invoices, answers copy-and-status questions, and hands disputes to a person.
Overdue Reminders
WHEN A DUE DATE PASSES
Notifies customers and internal owners when a due date has passed, with the next action already attached.
Payment Follow-Up
AFTER A FAILED OR PENDING PAYMENT
Follows up when a payment fails, a link expires, or a customer said they would pay and has not yet.
Pricing Monitoring
ON A WEEKLY OR MONTHLY CHECK
Watches public price lists and offer pages you name, and reports when something material moves.
Research
Lead Research
BEFORE THE FIRST CONVERSATION
Gathers public context on a new lead, summarizes what matters, and puts a brief in front of your team before they pick up.
Campaign Research
BEFORE YOU PLAN THE NEXT PUSH
Collects audience notes, competing offers, and channel observations into a brief your marketing team can actually use.
Competitor Monitoring
ON A WEEKLY CHECK
Tracks public competitor pages, offers, and messaging, then delivers a short digest of what actually changed.
Content Research
WHEN YOU NEED A BRIEF
Builds a research pack for an article, email, or post: questions the audience asks, proof you already have, and gaps to fill.
Audience Research
WHEN YOU ARE CHOOSING WHO TO TALK TO
Turns CRM segments, past jobs, and public demand signals into a picture of who actually buys, not who you hope buys.
Market Research
WHEN YOU NEED A READ ON THE MARKET
Compiles a snapshot of demand, public pricing ranges, and category trends from the sources you allow, written as a brief rather than a pile of links.
Pricing Monitoring
ON A WEEKLY OR MONTHLY CHECK
Watches public price lists and offer pages you name, and reports when something material moves.
Industry Monitoring
ON A RECURRING DIGEST
Reads the industry sources you pick and sends a short what-mattered-this-week note instead of a folder of unread articles.
Research Summaries
WHEN A PACKET OF MATERIAL LANDS
Reads the files, threads, or links you provide and returns a summary with the decisions, numbers, and open questions called out.
Reporting
Opportunity Summaries
WHEN A DEAL NEEDS A BRIEF
Turns a messy opportunity record into a clear summary your team can act on in a minute.
Marketing Reporting
WEEKLY OR MONTHLY
Pulls campaign numbers from the sheets and tools you connect, then writes a plain-language summary for the people who need it.
Weekly Reports
EVERY WEEK, ON YOUR DAY
Assembles the week's numbers and notable events into a report leadership can read in a few minutes.
Sales Reports
DAILY OR WEEKLY
Turns pipeline and activity data into a sales snapshot: what moved, what stalled, and what needs a person.
Performance Summaries
AT THE CADENCE YOU REVIEW
Summarizes how defined workflows actually ran: volumes, completions, handoffs, and exceptions, without dressing it up.
Spreadsheet Workflows
WHEN THE SHEET IS THE SYSTEM
Watches Google Sheets or Excel for new rows, then runs the next step: message, CRM update, reminder, or Slack ping.
See What an AI Workforce Could Do for Your Business
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