| What it does | The front door for your business, and the calendar behind it. It answers every inbound call and text, classifies what the contact actually needs, routes it to the right human or bot, and books, reschedules, and confirms appointments against your real calendar. One bot owns the conversation from “hello” to a confirmed slot. |
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Automation / Bot explorer
Find your next
helping hand.
Explore the work a bot can take on, the decisions your team controls, and the information that moves between them. Every bot below is built and ready to configure for your business.
Start with the task.
16 workflows · 10 interactive walkthroughs
| What it does | Onboarding through PTO and benefits, the whole employee lifecycle. It walks new hires through paperwork, equipment, and system access, handles time-off requests, accruals, and approval routing, and answers benefits enrollment and policy questions. |
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| What it does | Inbox triage, calendar conflicts, follow-ups, travel logistics. It triages your inbox and surfaces what actually needs you, resolves calendar conflicts and books travel, and tracks promises so it can remind you to follow up. |
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Operations
Club Coordinator
Prepare information for club management.
Existing product; configured per engagement
Explore bot & walkthrough| What it does | Member services that never sleep. It tracks membership and dues, who is current, who is late, answers staff on demand, and surfaces reservations and event inquiries to management. It never comps a charge or overrides a booking on its own. |
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| What it does | Talks to inbound leads, scores them against your ideal-customer profile, books fits. It asks the qualifying questions a sales rep would ask, scores against your profile, disqualifies politely, and books fits onto your calendar. |
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| What it does | Identifies target accounts and drafts personalized outbound. It watches your target accounts and identifies decision-makers, drafts personalized outreach in your voice, and hands warm replies to your sales team. |
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| What it does | Frontline tech support for your team. It resets passwords and reopens locked common accounts, walks through known troubleshooting steps, and escalates to a human with full context attached. |
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| What it does | Watches aging, sends reminders, matches incoming payments. It sends payment reminders on a configurable cadence, matches incoming wire and ACH payments to invoices, flags partial pays for human review, and produces a Monday-morning aging report. |
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| What it does | Bills in, validated, routed, paid, never without your sign-off. It receives bills and validates them against POs, routes them for approval based on amount and category, and schedules payment only after sign-off above your threshold. |
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| What it does | Reads, compares, flags, drafts redlines, lawyer signs. It reads incoming contracts end to end, flags non-standard terms against your playbook with severity, and drafts redline language for attorney review and approval. |
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| What it does | Tracks maintenance, vendor work, recurring service contracts. It can log and dispatch maintenance requests, watch recurring service intervals such as HVAC filters and inspections, and coordinate with your preferred vendor list. |
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| What it does | Tenant requests, maintenance, lease renewals, rent reminders. It can triage tenant texts by urgency and unit, dispatch maintenance to your preferred vendors with photos, and remind tenants about rent, renewals, and inspections. |
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Operations
Project Coordinator
Monthly job cost and change events, reconciled per PM.
Discuss project coordinator| What it does | Monthly job cost and change events, reconciled per project manager. It pulls job-cost and billing data from Sage 100 Contractor through a read-only, outbound-only bridge on the contractor's own network, pulls change events from the Procore API with a read-only service account, and reconciles the two by job. It produces three artifacts per job, a Job Status Report, a Change Event Log, and a PM Review Sheet, bundled per PM and emailed from the contractor's own Microsoft 365 mailbox behind a human send gate. |
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| What it does | You're the buyer. It can request quotes from your preferred supplier list, normalize offers for side-by-side comparison, and process POs and track delivery to receipt. |
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| What it does | Drafts standard filings, organizes case files, tracks deadlines. It can draft standard filings from templates, organize case files and index evidence, and track court deadlines. Nothing external goes without lawyer sign-off. |
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| What it does | Never miss a renewal, license, or filing deadline you've registered. It can track renewals, license expirations, and mandatory filings, remind you 30/60/90 days out by your channel of choice, and capture evidence of completion for audit. |
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No matching workflows. Try another task or choose all functions.
The catalog
One bot,
one workflow.
Each entry says what it handles and what stays your decision. Every one is built and ready to configure for your business.
A clear scope. A human in control.
Walkthroughs use sample data to show how a workflow could operate. We confirm the actual channels, integrations, approvals, and exception paths for your setup.
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