Full Catalog

Voice AI Agent: Customer Triage

Automated voice assistant handles inbound calls, classifies intent, collects contact info, and creates CRM tickets. Reduces phone-handling time, captures more leads, and forwards important calls to humans.

Email Smart Triage & Auto-Reply

Classifies incoming emails, applies labels, routes them to teams, and drafts polite replies. Saves time, keeps your inbox organized, and ensures every message gets answered.

Lead Capture → Enrich → Assign

Captures leads from forms or chats, enriches them with data, scores for quality, and assigns them to the right sales rep. Boosts conversions and reduces manual lead sorting.

Invoice OCR → Accounting Workflow

Extracts totals, vendor info, and due dates from PDFs, validates them, and appends to accounting software. Eliminates manual entry errors and speeds up approvals.

Meeting Notes → Tasks & CRM Updates

Transcribes meetings, summarizes key points, and sends tasks to Asana or Trello while updating CRM records. Keeps teams aligned without anyone taking notes manually.

Customer Feedback Analyzer

Aggregates feedback from forms, chat, and surveys, uses AI to detect sentiment, and creates tickets for negative comments. Helps prioritize support and improve customer experience.

Auto Proposal Generator

Pulls client data from CRM, uses templates plus AI to draft professional proposals, and saves them to Drive or sends for approval. Speeds up deal cycles and ensures consistency.

E-commerce Order Alerts & Fulfillment Check

Checks new orders, confirms stock availability, and sends order confirmation with ETA to customers. Reduces delays and ensures smooth order fulfillment.

Support Chatbot Handoff

AI chatbot handles FAQs and forwards complex issues to human agents with full chat history. Saves agent time and keeps customers supported 24/7.

Content Calendar Assistant

Drafts post ideas, plans schedules, and uploads content to social media automatically. Keeps marketing teams consistent and active without manual tracking.

HR Resume Sorter & Interview Scheduler

Scans resumes, ranks applicants by fit, and books interviews directly on your team’s calendar. Cuts hiring time and prevents overlooked talent.

Expense Tracker Automation

Monitors incoming receipts, categorizes expenses, and updates a finance spreadsheet in real time. Simplifies budget tracking and tax prep.

Contract Approval Workflow

Routes contracts for review, adds e-signatures, and stores signed copies securely. Ensures quick approvals with full traceability.

Slack Daily Summary Bot

Compiles updates, mentions, and meeting reminders into one morning message. Keeps teams informed and focused each day.

Social Listening & Competitor Watcher

Monitors social channels for mentions of your brand or competitors, then summarizes daily insights. Supports marketing and PR strategy.

Customer Retention Alert

Flags clients showing inactivity or churn risk, then sends follow-up reminders to sales or support. Helps teams re-engage customers before they leave.

Ticket Escalation Predictor

Analyzes support tickets to predict which cases may escalate, notifying managers automatically. Prevents issues from slipping through the cracks.

Team Productivity Dashboard

Tracks tasks completed, meeting frequency, and AI-generated summaries to visualize team performance weekly.

Knowledge Base Auto-Builder

Collects repeated questions from support chats and turns them into articles for a public help center. Keeps support scalable as you grow.

Vendor Onboarding Assistant

Handles forms, document collection, and approval notifications for new vendors. Simplifies procurement and compliance workflows.

Employee Onboarding Flow


Automates welcome emails, account creation requests, and training checklists for new hires. Keeps onboarding smooth,
consistent, and error-free.

Performance Review Reminder System


Sends managers automatic reminders and templates when team review cycles start. Prevents missed deadlines and standardizes feedback.

Timesheet Verifier


Cross-checks employee timesheets against project data and flags inconsistencies automatically. Reduces payroll errors and review time.

Internal Helpdesk Bot


Lets team members submit IT or HR issues via chat and routes them to the right department. Keeps support organized and traceable.

Inventory Reorder Trigger


Monitors stock levels and sends alerts or creates purchase orders when supplies run low. Avoids shortages without over-ordering.

Supplier Invoice Matcher


Compares incoming invoices to purchase orders and delivery confirmations. Flags mismatched quantities or costs for review.

Training Completion Tracker


Logs course completions, issues certificates, and reminds employees about upcoming mandatory sessions.

Policy Update Notifier


Pushes new HR or company policies to employees, asks for acknowledgment, and tracks who’s read them.

Customer Winback Campaign


Identifies inactive customers and triggers a personalized email sequence to re-engage them with new offers or updates.

Abandoned Cart Recovery Bot


Detects abandoned checkouts, drafts personalized reminder emails or texts, and updates CRM conversion metrics.

Subscription Renewal Reminder


Notifies customers of upcoming renewals, auto-generates invoices, and updates your billing system upon payment.

Payment Failure Handler


Detects failed payments, notifies the customer, retries the charge, and updates your accounting sheet automatically.

Refund Request Processor


Automates refund approval routing, status updates, and confirmation messages to the customer.

Order Tracking & Delivery Updates


Pulls real-time shipment data and sends customers proactive status updates until delivery.

Return & Exchange Assistant


Creates return labels, logs return reasons, and triggers warehouse notifications automatically.

Loyalty Program Tracker


Calculates reward points for each purchase and sends milestone notifications to loyal customers.

Customer Onboarding Sequence


Welcomes new customers, sends setup resources, and schedules check-ins automatically.

Contract Renewal Reminder


Checks contract expiration dates and emails both client and account manager to start renewal discussions early.

Account Health Monitor


Analyzes client engagement and billing patterns, then flags accounts needing attention.

Bug Report Collector


Collects user bug submissions from email or forms, classifies severity, and assigns to the right dev team.

Product Feature Request Tracker


Aggregates user feedback and groups similar feature requests for prioritization.

QA Test Result Logger


Captures results from automated QA runs and posts summaries to Slack or Notion.

Release Notes Generator


Summarizes Git commits or changelogs into clean, customer-facing release notes.

System Outage Alert


Monitors uptime endpoints and sends alerts to Slack and SMS if downtime is detected.

Security Access Audit Bot


Pulls account permissions from connected tools, highlights anomalies, and compiles audit logs.

Backup Verification Workflow


Checks daily backups for completeness and sends confirmation or failure alerts.

Data Sync Checker


Compares data between systems (like CRM vs. billing) and reports discrepancies automatically.

KPI Dashboard Refresher


Updates Notion or Google Sheets dashboards daily with summarized metrics from multiple sources.

Campaign Performance Reporter


Aggregates ad spend and click data across platforms, creates a summary, and emails it to marketing leads.

Ad Budget Monitor


Notifies the team when campaigns exceed or fall below spending targets.

SEO Keyword Tracker


Monitors keyword ranks weekly and logs changes with insights into content updates.

Blog Post Summarizer


Takes new content from RSS feeds, summarizes it, and posts bite-sized highlights to Slack or social media.

Press Mention Collector


Tracks brand mentions in news feeds and saves article summaries in a Notion database.

Influencer Outreach Tracker


Logs outreach emails, responses, and collaborations, then scores influencer fit.

Partnership Pipeline Tracker


Automates intake forms and follow-up reminders for partnership opportunities.

Affiliate Performance Summary


Pulls affiliate link stats weekly and sends payout reports to finance automatically.

Legal Intake Assistant


Collects new case or client details via form, checks conflicts, and files to your case management system.

NDA Request Automation


Generates NDAs, sends for e-signature, and saves signed copies to Drive or Dropbox.

Contract Expiration Alerts


Tracks legal agreements and notifies your legal team before renewal or termination dates.

Privacy Request Handler


Logs incoming GDPR/CCPA data requests and routes them to compliance officers for action.

Incident Response Log


Captures security alerts, assigns severity, and documents mitigation steps automatically.

IT Asset Tracker


Records issued hardware, monitors return dates, and alerts managers when items are overdue.

Software License Monitor


Tracks software subscriptions and renewal dates to prevent lapses or over-billing.

Employee Exit Workflow


Removes access, collects company assets, and triggers final payroll steps.

Recruitment Pipeline Manager


Automates candidate communication and moves applicants through hiring stages.

Vacation Request Approver


Lets staff submit time-off requests and routes them to the right manager for sign-off.

Performance Metrics Digest


Summarizes key performance indicators weekly and sends reports to leadership.

Project Kickoff Checklist


When a new project starts, assigns tasks, sets timelines, and notifies the team automatically.

Resource Allocation Tracker


Visualizes which staff are assigned to projects and flags capacity conflicts.

Milestone Reminder Bot


Reminds team members of upcoming deadlines or milestones via Slack or email.

Feedback Collector


After project completion, sends feedback surveys and compiles responses into a summary report.

Training Material Updater


Checks internal docs for outdated sections and alerts the author to update them.

Expense Approval Flow


Routes submitted expenses to managers and finance for sign-off, updating a sheet upon approval.

Procurement Request System


Allows departments to request purchases, automatically logs them, and sends approval notifications.

Budget Forecast Generator


Combines spending data and revenue trends into rolling forecasts for finance teams.

Donation Tracker (Nonprofit)


Logs donations, issues receipts, and notifies donors of impact stories.

Volunteer Shift Organizer (Nonprofit)


Schedules volunteers, confirms attendance, and tracks hours served automatically.

Grant Application Tracker (Nonprofit)


Manages grant deadlines, required docs, and follow-ups, keeping all submissions organized.

Inventory Audit Reminder


Schedules stock audits and logs completed verifications automatically.

Maintenance Request System


Collects facility maintenance tickets and assigns them to available staff.

Cleaning Schedule Automator


Builds recurring cleaning schedules and reminders for maintenance teams.

Event Registration Flow


Handles RSVPs, sends confirmations, and logs attendance for events or webinars.

Badge Printer Workflow (Event)


Prints attendee badges from registrations automatically upon check-in.

Survey Collector & Analyzer


Aggregates responses, summarizes results, and visualizes insights in Sheets or dashboards.

Team Mood Tracker


Sends anonymous pulse surveys, analyzes sentiment, and alerts HR if morale drops.

Client Satisfaction Report


Combines review scores and feedback summaries into a monthly satisfaction dashboard.

Cross-Department Handoff Flow


When a task passes between teams, sends notifications and context automatically.

New Product Launch Checklist


Creates launch tasks, monitors dependencies, and updates a shared dashboard.

Post-Launch Report Builder


Collects performance data and generates a simple, shareable summary for management.

Competitor Price Monitor


Checks competitor pricing daily and logs changes in your product sheet.

Supplier Performance Tracker


Measures vendor delivery times and quality scores to highlight the best partners.

Automatic Compliance Checklist


Runs recurring compliance checks and flags missing documentation.

Employee Recognition Bot


Notifies teams when someone completes a milestone or receives positive feedback.

Internal Newsletter Builder


Collects company updates, drafts newsletter content, and sends it to staff automatically.

AI Idea Generator


Lets employees suggest improvements; AI groups similar ideas and summarizes top trends.

Knowledge Sharing Digest


Aggregates shared docs or links across departments and posts a weekly digest.

Support SLA Tracker


Monitors ticket response times and alerts managers when SLA targets are at risk.

Customer Portal Updater


Publishes updated account info, payment history, or onboarding guides automatically.

Incident Closure Report


After an issue is resolved, compiles actions taken and lessons learned into a summary.

Data Export Request Handler


Processes client export requests securely and delivers encrypted files automatically.

Subscription Churn Predictor


Analyzes behavior data to flag at-risk customers before cancellation.

Chat Transcript Summarizer


Turns daily chat logs into categorized insights for support or sales.

Meeting Attendance Tracker


Logs attendance automatically from calendar events and sends recap emails.

AI Compliance Reviewer


Scans uploaded docs for compliance issues and flags risky language or missing clauses.

Cross-Platform Syncer


Keeps customer data consistent across CRM, billing, and marketing tools automatically.

New Market Research Bot


Gathers trends, summarizes competitor products, and posts insights weekly.

Quote Request Processor


Receives quote requests, generates price drafts, and sends follow-up confirmations.

Job Posting Distributor


Publishes new openings across multiple job boards and updates status when filled.

AI Brand Tone Checker


Reviews outgoing emails or posts to ensure they match your brand’s tone guidelines.

Webinar Follow-up Sequence


After a webinar, sends thank-yous, summarizes key takeaways, and shares replay links.

Sales Call Summarizer


Transcribes and summarizes sales calls into CRM notes with next steps.

Product Return Survey Analyzer


Gathers reasons for returns, classifies them, and creates a monthly insight report.

Multi-Language Translation Flow


Automatically translates inbound customer messages and your replies to the correct language.

Performance Bonus Calculator


Pulls sales or KPI data and auto-calculates bonus payouts for payroll.

Compliance Audit Scheduler


Schedules regular audits, notifies departments, and logs progress for tracking.

Website Uptime Digest


Sends a weekly uptime and error summary to tech leads automatically.

App Store Review Monitor


Pulls new reviews, classifies sentiment, and notifies product owners for replies.

CRM Data Cleaner


Finds duplicates, merges records, and fills missing fields automatically.

Customer Onboarding Health Score


Tracks setup progress for new customers and alerts managers if onboarding stalls.

Data Privacy Policy Generator


Generates up-to-date privacy policy drafts using templates and AI review.

Public Relations Summary


Compiles mentions and media engagement data into a clean PR dashboard.

Merch Order Manager


Handles internal merch requests and fulfillment tracking automatically.