Example workflows

See what an AI employee actually produces.

The value is not a chat bubble. It is the handoff: the prepared estimate packet, the revived lead, the bid checklist, the urgent call summary, and the weekly scorecard.

Lead response employee

Trigger

A roofing lead comes in from a form at 9:47 PM.

Output

The AI sends the first reply, asks qualifying questions, offers inspection windows, tags urgency, and sends the team a clean handoff.

First touch time
Replies
Booked inspections
Revived estimates

Estimator assistant

Trigger

A contractor receives a job request with scattered photos and missing scope details.

Output

The AI requests missing inputs, organizes photos, drafts scope notes, and prepares a review packet before pricing.

Packets prepared
Missing inputs found
Quote turnaround
Owner hours saved

Bid assistant

Trigger

Bid invites arrive across email, portals, and shared folders.

Output

The AI extracts deadlines, requirements, location, trade fit, risks, and a go/no-go checklist for the team.

Qualified bids
Deadlines protected
Poor-fit jobs skipped
Prep time reduced

AI receptionist

Trigger

A service call hits after-hours or during a dispatch rush.

Output

The AI answers, captures job details, checks urgency, summarizes the call, and routes the next step.

Answered calls
Qualified jobs
Urgent handoffs
Booked opportunities

What happens next

Pick one workflow. Build one employee. Measure it brutally.

The first build should be narrow enough to launch quickly and valuable enough to keep.

Inputs defined
Human approvals clear
Weekly scorecard live
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