Industry playbooks

One agent. 20 ways to stop doing busywork.

Real automation scenarios our team walks through with prospects — third-party integrations, data processing, and scheduled runs, mapped to the outcomes each industry actually cares about.

20industry playbooks

40+apps connected

24/7scheduled runs

Daily 6:00 AM digest · Monday PO run

Accounting & Bookkeeping

Close the books while you sleep

For practices juggling dozens of client files, the agent turns daily transaction data into manager-ready reporting and procurement actions.

The workflow

1
A cron trigger fires at 6:00 AM and pulls the previous day's customer orders and invoices straight from Xero.
2
Line items are reconciled against bank feeds; anything unmatched is flagged for a human instead of guessed.
3
A sales-by-client digest is drafted and emailed to each account manager before standup.
4
Every Monday, low-stock and reorder signals become draft purchase orders, queued for supplier approval.

XeroGmailGoogle SheetsSlack

Business outcome

Month-end close cut from 6 days to 2, and purchase-order errors down 80%.

Real-time trigger · 24/7

E-commerce

Win back carts while intent is hot

For Shopify stores leaking revenue at checkout, the agent responds to every abandoned cart in minutes — with guardrails on margin.

The workflow

1
A webhook fires the moment a checkout is abandoned in Shopify.
2
The agent enriches the cart with live inventory, the margin floor, and that customer's purchase history.
3
A personalized win-back email carrying a margin-safe discount code is queued in Klaviyo for the buyer's local time.
4
Carts over $500 skip automation entirely and route to a human in Slack with full context for a concierge follow-up.

ShopifyKlaviyoSlackGoogle Sheets

Business outcome

12–18% of abandoned carts recovered, while reps only ever touch high-value carts.

Continuous monitoring · Monday OEE report

Manufacturing

Fix machines before they break

For production managers tired of unplanned stoppages, the agent turns machine telemetry into prioritised maintenance work.

The workflow

1
Vibration and temperature telemetry is read continuously from the line historian or a connected sheet.
2
Trends are compared against per-line thresholds and historical failure signatures — not just fixed limits.
3
An anomaly opens a prioritised work order in MaintainX, assigned around the live shift roster.
4
Required parts are matched to supplier catalogues and a quote request goes out automatically; Monday's OEE report lands in the ops inbox.

MaintainXGoogle SheetsGmailSlack

Business outcome

Unplanned downtime down 35%, with parts on order before the breakdown happens.

Daily 7:30 AM · intraday waitlist sweeps

Allied Health & Clinics

Fill every chair, every day

For clinics losing revenue to no-shows, the agent manages confirmations, intake paperwork, and waitlist backfill end to end.

The workflow

1
Each morning the agent syncs tomorrow's Cliniko bookings and sends SMS confirmations in the patient's preferred language.
2
Intake forms are parsed, validated against Medicare requirements, and filed to the right patient record.
3
A cancellation triggers a waitlist sweep: patients are offered the slot in priority order until it is refilled.
4
Practitioners get a daily summary of their list, gaps, and outstanding forms before the first appointment.

ClinikoTwilioGoogle CalendarGmail

Business outcome

No-show rate cut from 14% to 5%, and cancelled slots refilled within the hour.

Real-time inquiry trigger · Friday vendor reports

Real Estate

Appraisal-ready before the vendor hangs up

For sales agencies where speed to lead decides listings, the agent turns every portal inquiry into a prepared opportunity.

The workflow

1
Inquiries from realestate.com.au and Domain are collected into one monitored inbox the moment they arrive.
2
The address is enriched with CoreLogic sales history and comparable listings in the area.
3
A branded market-analysis pack is assembled and the prospect is offered inspection times from the live calendar.
4
Every Friday, vendors receive a compiled report covering views, inquiries, and buyer feedback — no manual collation.

GmailCoreLogicGoogle CalendarGoogle Docs

Business outcome

Every inquiry answered in under 5 minutes, and 30% more appraisals booked.

15-minute tracking polls · weekly reconciliation

Logistics & Freight

Know about delays before your customer does

For freight and 3PL teams drowning in 'where is my order' tickets, the agent watches every consignment and acts on exceptions first.

The workflow

1
Carrier tracking is polled every 15 minutes and ETAs recalculated against the promised SLA.
2
A predicted breach triggers a proactive customer notification with the revised delivery window — before they ask.
3
Lost or damaged consignments generate a carrier claim with photos, proof of delivery, and invoice evidence attached.
4
Weekly, freight invoices are reconciled against quoted rates and every variance is disputed.

ShipStationGmailSlackGoogle Sheets

Business outcome

92% of at-fault freight costs recovered, and 'where is my order' tickets halved.

Daily 8:00 AM doc chase · per-lodgement checks

Mortgage Broking

Lodgement-ready files, minus the chase

For brokers buried in document collection, the agent runs the checklist, chases the paperwork, and packages the deal.

The workflow

1
A new deal opens a document checklist tailored to the selected lender's exact requirements.
2
The agent chases clients for outstanding items and classifies every attachment that arrives — payslips, statements, IDs.
3
Documents are validated against the checklist; anything missing or expired is re-requested automatically.
4
Once complete, the application is pre-filled and packaged for lodgement, with a full audit trail for compliance.

GmailGoogle DriveAirtableSlack

Business outcome

Lodgement-ready files 9 days faster, with zero missing-document rejections.

Daily deadline scan · escalating reminders

Legal

Every deadline tracked, every intake screened

For firms where a missed date is negligence, the agent screens intake and runs an escalation ladder on every obligation.

The workflow

1
Inbound inquiries are conflicts-checked against the practice's client database within minutes of arrival.
2
A matter is opened in Clio and an engagement letter drafted for the responsible solicitor to approve.
3
Court dates and limitation periods are extracted from filed documents into a firm-wide deadline calendar.
4
Reminders escalate — 30, 14, 7, then 2 days out — until each task is confirmed complete by a human.

ClioGmailGoogle CalendarSlack

Business outcome

Zero missed court deadlines, and intake-to-engagement in under a day.

Nightly 11:30 PM · Monday menu report

Hospitality

Menu decisions driven by data, not gut feel

For restaurant groups guessing at menu performance, the agent correlates what guests say with what actually sells.

The workflow

1
Nightly, reviews are aggregated from Google, TripAdvisor, and the delivery platforms.
2
Each review is classified by dish, service moment, and sentiment — in the brand's own language.
3
Sentiment is cross-referenced with Square POS sales to expose stars, workhorses, and dead items.
4
Monday's menu-engineering report lands with recommendations; every review gets an on-brand drafted reply for approval.

SquareGoogle BusinessGmailGoogle Sheets

Business outcome

Menu margin up 4 points in a quarter, with 100% of reviews answered in brand voice.

Continuous capture · 4:30 PM diary compile

Construction & Trades

Site diaries that write themselves

For supervisors who lose hours to paperwork, the agent compiles the daily record — and the evidence trail that wins disputes.

The workflow

1
Weather observations, crew check-ins, and deliveries are captured continuously through the day.
2
Supervisors dictate voice notes; site photos are auto-tagged by location, trade, and timestamp.
3
At 4:30 PM the agent compiles a sign-off-ready site diary and distributes it to the project team.
4
Weather delays and variations are flagged as they happen, building a timestamped evidence trail for delay claims.

Google DriveGmailSlackGoogle Calendar

Business outcome

Delay claims defended with timestamped evidence, and admin hours handed back to supervisors.

Real-time on application · quarterly pool refresh

Recruitment & Staffing

Shortlists in a day, not a week

For agencies racing competitors to talent, the agent parses applications, books interviews, and keeps the bench warm.

The workflow

1
Applications are parsed from the inbox and scored against the job brief the moment they arrive.
2
Panel availability is coordinated and interviews are booked straight into calendars — no email ping-pong.
3
Every candidate gets status updates at each stage; silver medalists are added to a nurtured talent pool.
4
Quarterly, the pool is refreshed with market movements and matched to upcoming briefs before they go to market.

GmailGoogle CalendarAirtableSlack

Business outcome

Time-to-shortlist down from 5 days to 1, and 25% of placements filled from the warm pool.

On enrolment · monthly compliance census

Education & RTOs

Compliance reporting without the spreadsheet scramble

For training providers buried in AVETMISS season, the agent keeps student records audit-ready all year.

The workflow

1
Enrolment forms are processed on submission and USI numbers verified against the register in real time.
2
Attendance and progression data syncs nightly from the LMS into a single student record.
3
At-risk students trigger early-intervention tasks for trainers — well before census dates.
4
Monthly AVETMISS extracts are generated, validated, and queued for review the same day, not weeks later.

Google FormsGoogle SheetsGmailSlack

Business outcome

Reporting cycles measured in hours instead of weeks, with enrolment errors caught up front.

3-hourly forecast checks · season-long logging

Agriculture

Spray when the window opens

For broadacre and horticulture operations racing the weather, the agent watches the forecast and keeps the compliance register for you.

The workflow

1
BOM forecasts for your stations and paddocks are checked every three hours.
2
When wind, humidity, and rain-free hours align, spray and irrigation windows are pushed to the crew's phones.
3
Every application is logged with rates and withholding periods into an auditable compliance register.
4
Daily grain and livestock price consolidations land before smoko, supporting sell-or-hold decisions.

TwilioGoogle SheetsGoogle CalendarGmail

Business outcome

Spray windows hit on every pass, and audit preparation measured in minutes.

Real-time FNOL triage · daily capacity rebalance

Insurance

Claims triaged before the phone stops ringing

For claims teams measured on cycle time, the agent reads every first notice of loss and routes it to the right adjuster instantly.

The workflow

1
First-notice-of-loss emails and web forms are read the moment they arrive.
2
Incident details are extracted and validated; missing evidence is requested from the policyholder automatically.
3
The claim is scored for complexity and assigned to the adjuster with the right specialty and the lightest queue.
4
Policyholders receive a proactive update at every stage change — no more 'just checking in' calls.

GmailSlackGoogle SheetsTwilio

Business outcome

First notice to adjuster in minutes instead of days, and cycle time down 22%.

1st of month builds · anomaly alerts anytime

Marketing Agencies

Client reports that write themselves

For agencies losing a day a month per account to reporting, the agent builds the deck and drafts the story.

The workflow

1
On the 1st, spend and performance data is pulled from Google Ads, Meta, and analytics platforms.
2
Cross-channel results are consolidated into each client's branded deck with period-over-period deltas.
3
Plain-English commentary is drafted per client, written in their account manager's tone.
4
Statistically significant moves trigger mid-month alerts, so clients hear about it from you first.

Google AdsGoogle AnalyticsGoogle SlidesGmail

Business outcome

Reporting day eliminated, and clients read the commentary before they think to ask.

Hourly signal scoring · weekly theme digest

SaaS & Technology

Intervene before the churn email arrives

For customer-success teams who find out too late, the agent scores product usage and routes save-plays while there's still time.

The workflow

1
Hourly, usage events from product analytics are scored against each account's healthy baseline.
2
Declining seats, stalled onboarding, and champion departures each raise a distinct churn-risk signal.
3
A save-play task opens in HubSpot with full context and a drafted outreach email for the CSM.
4
Feedback themes from tickets and calls are clustered weekly and routed to Linear for the product team.

PostHogHubSpotLinearSlack

Business outcome

Churn-risk accounts flagged 3 weeks earlier, lifting the save rate by 19%.

24/7 instant lead response · daily service-due scan

Automotive

Every lead answered in two minutes

For dealerships where the first response wins the test drive, the agent answers instantly and keeps the service lane full.

The workflow

1
Inquiries from Carsales and the dealer website get an instant, spec-accurate reply with drive-away pricing and finance estimates.
2
Test drives are booked into the right salesperson's calendar, with reminders sent to both sides.
3
Daily, the DMS is scanned for vehicles coming due for service and owners receive personalised booking offers.
4
Lapsed service customers get staged win-back offers timed to their vehicle's actual schedule.

GmailGoogle CalendarTwilioGoogle Sheets

Business outcome

Lead response under 2 minutes around the clock, and service retention up 15%.

Nightly receipting · monthly lapsed-donor review

Nonprofit

Every donor thanked before breakfast

For fundraising teams who can't afford to lose a major donor to silence, the agent runs stewardship as a system, not a memory.

The workflow

1
Donations from Stripe and Raisely sync nightly; receipts and thank-you notes go out before morning.
2
Donors are segmented by giving history, capacity signals, and campaign engagement.
3
Personalised impact updates are drafted per segment — major donors get board-level touchpoints.
4
Monthly, lapsed major donors are flagged with a suggested re-engagement approach for the team.

StripeGmailGoogle SheetsSlack

Business outcome

Receipts out the same night, and the repeat-donor rate up 11 points.

On demand · up to 10 concurrent builds

Web & Digital Agencies

Ten client sites, shipped on demand

For agencies whose developers are the bottleneck, the agent turns a client brief into a deployed website — up to ten at a time, hosted on your own infrastructure.

The workflow

1
A build request — client brief, brand assets, and page list — lands via form, email, or Slack message.
2
The agent generates the complete site codebase, commits it to GitHub, and runs the production build.
3
Deploys fan out across your infrastructure: Surge.sh for custom-domain preview sites, Vercel for production launches — up to ten sites in parallel.
4
Every live URL, deploy log, and set of credentials is filed to the project record and handed to the account manager for review.

GitHubVercelSurge.shSlack

Business outcome

Ten client sites live in an afternoon, with hosting consolidated under one agency-controlled bill.

Hourly cron · 24/7

Sales Operations

Every email filed, followed up, and in the CRM

For teams whose shared inbox is the pipeline, the agent sweeps it hourly — organizing mail, creating CRM records, and booking the follow-up before a competitor replies.

The workflow

1
An hourly cron sweeps the shared Outlook inbox for every message received since the last run.
2
Each message is categorized and filed — new inquiry, active client, supplier, or noise — leaving a zero-clutter inbox.
3
Sender details, company, and request context are extracted and upserted into HubSpot as contacts and deals, with attachments filed to the record.
4
A Microsoft Teams follow-up meeting is created on the account owner's calendar, the invitation sent, and a digest of everything actioned posted to Slack.

OutlookMicrosoft TeamsHubSpotSlack

Business outcome

Every inquiry in the CRM within the hour, and the first follow-up meeting booked before competitors reply.

Every playbook runs on a dedicated agent inside your workspace — configured to your tools, your schedule, and your approval rules.