Bots, organized
by what they own.
Each CoreShift bot handles one type of business workflow end-to-end. Pick the ones that match your operations; skip the rest. Available bots can be activated for any tenant; the rest ship as we validate them.
Operations bots.
Internal-facing workflows. The bots your team interacts with — reception, scheduling, HR, executive support, facilities.
Reception/Scheduling
The front door for your business — answers, classifies, routes, and books.
- Answers inbound calls and texts 24/7
- Classifies intent and routes to the right human or bot
- Books, reschedules, and confirms appointments against your live calendar
- Integrates with Google Calendar, Outlook, and common scheduling backends
HR
Onboarding through PTO and benefits — the whole employee lifecycle.
- Walks new hires through paperwork, equipment, and system access
- Handles time-off requests, accruals, and approval routing
- Answers benefits enrollment and policy questions
- Syncs with payroll and benefits providers
Executive Assistant
Inbox triage, calendar conflicts, follow-ups, travel logistics.
- Triages your inbox and surfaces what actually needs you
- Resolves calendar conflicts and books travel
- Tracks promises and reminds you to follow up
Club Coordinator
Member services that never sleep.
- Tracks membership and dues — who is current, who is late
- Answers staff on demand and surfaces reservations and event inquiries to management
- Never comps a charge or overrides a booking on its own
Facilities
Tracks maintenance, vendor work, recurring service contracts.
- Logs and dispatches maintenance requests
- Watches recurring service intervals (HVAC filters, inspections)
- Coordinates with your preferred vendor list
Client-facing bots.
Workflows that touch your customers, prospects, and partners. These bots represent your business externally.
Sales Qualifier
Talks to inbound leads, scores them against your ICP, books fits.
- Asks the qualifying questions a sales rep would ask
- Scores against your ideal-customer profile
- Disqualifies politely; books fits onto your calendar
Lead Generation
Identifies target accounts and drafts personalized outbound.
- Watches your target accounts and identifies decision-makers
- Drafts personalized outreach in your voice
- Hands warm replies to your sales team
Property Manager
Tenant requests, maintenance, lease renewals, rent reminders.
- Triages tenant texts by urgency and unit
- Dispatches maintenance to your preferred vendors with photos
- Reminds tenants about rent, renewals, and inspections
IT Help Desk
Frontline tech support for your team.
- Resets passwords and unlocks common accounts
- Walks through known troubleshooting steps
- Escalates to a human with full context attached
Bid Coordinator
End-to-end bid intake → RFPs → roll-up → submission.
- Parses bid invitations and splits the scope into vendor packages
- Issues RFPs, chases responses, parses returns
- Rolls up materials + labor + markups; pauses for principal approval
- Submits the final bid PDF before deadline
Procurement
The inverse of bid coordination — you're the buyer.
- Requests quotes from your preferred supplier list
- Normalizes offers for side-by-side comparison
- Processes POs and tracks delivery to receipt
Finance & legal bots.
Higher-sensitivity workflows. These bots get extra isolation by default — dedicated database connections, stricter audit retention, mandatory human approvals on financial actions over configurable thresholds.
AR
Watches aging, sends reminders, matches incoming payments.
- Sends payment reminders on a configurable cadence
- Matches incoming wire/ACH payments to invoices
- Produces a Monday-morning aging report
AP
Bills in, validated, routed, paid — never without your sign-off.
- Receives bills and validates against POs
- Routes for approval based on amount and category
- Schedules payment only after sign-off above your threshold
Contract Review
Reads, compares, flags, drafts redlines — lawyer signs.
- Reads incoming contracts end to end
- Flags non-standard terms against your playbook with severity
- Drafts redline language for attorney review and approval
Paralegal
Drafts standard filings, organizes case files, tracks deadlines.
- Drafts standard filings from templates
- Organizes case files and indexes evidence
- Tracks court deadlines; nothing external goes without lawyer sign-off
Compliance
Never miss a renewal, license, or filing deadline you've registered.
- Tracks renewals, license expirations, mandatory filings
- Reminds you 30/60/90 days out by your channel of choice
- Captures evidence of completion for audit
The catalog is a starting point.
The bots above are the workflows we see across most small businesses. If your operation has a workflow that isn't here — and it's repetitive enough that a bot makes sense — talk to us. Our platform was built so adding a new bot to the catalog takes weeks, not quarters.