Cases
What we've already automated.
Processes running today in companies, and jobs ready to start. Each one says what it uses and what it asks you first.
Appointments for health centers
The resident asks over WhatsApp, the agent finds a slot in the schedule, confirms and reminds.
- Schedule
It asks you before changing or cancelling an appointment.
Triage of incoming requests
It classifies, answers what it can resolve and routes the rest to the right department with the context assembled.
- Data
Only the irreversible waits for a person.
Audit preparation
It reads the file, the client's history and the standard, and assembles the dossier with a citation for every source.
- HubSpot
- Documents
Read-only: it never touches the CRM.
Growth: booking meetings
It writes the daily LinkedIn post from what your clients say, answers your website chat and logs who booked a meeting.
- Cal.com
- MuAPI
It asks you before leaving the day's post ready: posting it is yours.
Collections
It follows up on overdue invoices, writes to clients and tells you who promised to pay.
- Odoo
- Gmail
It asks you before writing to a client.
CRM follow-up
It reviews stalled deals and proposes the next step for each one: you accept it.
- HubSpot
- Gmail
It asks you before writing to a client.
Also in:Back office · invoices, delivery notes, purchase ordersFinance · reconciliations, closings, due datesSales · quotes, client onboarding, price listsOperations · warehouse alerts, follow-ups, reportsFintech · payments with escrow