AI automation by industry · 12 industries

The manual work slowing your industry down, and what we automate first

Freight teams retype shipment emails. Accountants chase missing receipts. Clinics phone every patient about appointments. Find your industry to see the exact tasks we automate, the systems we connect to, and what teams get back.

12

Industries with ready workflows

1 workflow

Automated first, then expanded

Your tools

ERP, CRM, inbox, portals. No rip-and-replace.

The pattern behind most industries: emails, PDFs and forms are read, checked and entered into the system you already use.

By industry

Find the task your team repeats every day

Each card pairs a task your team does by hand with the automation we build for it.

For forwarders, 3PLs and carrier ops teams

Logistics & Freight

Shipment emails retyped into the TMS? We extract them straight into your system and draft the BOL and manifest.

  • TMS
  • ERP
  • Carrier portals
  • Email
  • You do this by hand: Booking details retyped from emails and PDFs

    We build this: AI reads the email or attachment, validates the fields and creates the TMS booking

  • You do this by hand: BoLs, labels and manifests assembled by hand

    We build this: Documents generated from the validated record, eBL-ready

  • You do this by hand: Rate requests emailed to each carrier

    We build this: Quotes collected, normalised and ranked in one table

95%

less manual work on shipment intake (client case)

See Logistics & Freight workflows

For bookkeeping, tax and advisory firms

Accounting Firms

Chasing clients for receipts every month? Reminders go out automatically and invoices are extracted into your ledger.

  • Accounting software
  • Bank feeds
  • Client portal
  • Email
  • You do this by hand: Chasing clients for missing documents

    We build this: Checklist-driven reminder sequence by email and SMS, escalated to staff when overdue

  • You do this by hand: Keying invoices and receipts

    We build this: OCR and AI extraction, vendor matching and ledger coding, with low-confidence items flagged

  • You do this by hand: Tax data spread across sources

    We build this: An intake form that validates totals and files documents to the right return

Exceptions only

Your team reviews mismatches, not every line

See Accounting Firms workflows

For performance, content and full-service agencies

Marketing Agencies

Rebuilding the same client report every week? It’s assembled from your ad platforms and sent on schedule.

  • Ad platforms
  • Analytics
  • PM tool
  • CRM
  • Scheduler
  • You do this by hand: The same project set up by hand for every brief

    We build this: Brief intake creates the project, tasks and owners in your PM tool

  • You do this by hand: Weekly reports compiled across platforms

    We build this: Scheduled data pull into your report template, plus a commentary draft

  • You do this by hand: Supplier quotes in email and sheets

    We build this: Quote requests, comparison and deadline reminders in one workflow

80%

faster project setup (email-to-CRM client case)

See Marketing Agencies workflows

For DTC brands selling on their own store and marketplaces

E-Commerce

Same “where’s my order?” ticket all day? An agent answers order and returns questions; stock syncs across channels.

  • Store platform
  • Marketplaces
  • 3PL
  • Courier
  • Helpdesk
  • You do this by hand: “Where is my order?” tickets

    We build this: An AI agent that reads live order and tracking data, handing off to your team with context

  • You do this by hand: Stock synced by hand

    We build this: Sync between store, marketplaces and 3PL, with mismatch alerts

  • You do this by hand: Order records that disagree across store, 3PL and courier

    We build this: A discrepancy check that opens an exception with all three records attached

−90%

support cost after we deployed an AI assistant (internal ERP support case)

See E-Commerce workflows

For independent brokerages and MGAs

Insurance Brokers

Re-keying policy data and checking five insurer portals per quote? Intake and quote comparison run automatically.

  • AMS
  • Insurer portals
  • Email
  • E-signature
  • You do this by hand: Policy data typed into several systems

    We build this: One intake form or email parse that pre-fills the AMS and insurer portals

  • You do this by hand: Quotes copied from each portal

    We build this: Quote collection and a normalised comparison table

  • You do this by hand: Renewals tracked in spreadsheets

    We build this: Reminder and document-request sequence driven by the policy date

58+ hrs

saved per month at a P&C brokerage

Third-party published result
See Insurance Brokers workflows

For sales and lettings agencies

Real Estate Agencies

Leads go cold while you’re at viewings? Every enquiry gets an instant reply and a booked slot.

  • Property portals
  • CRM
  • Calendar
  • E-signature
  • You do this by hand: Slow follow-up while you’re in viewings

    We build this: Instant reply and qualification assistant; hot leads routed to the agent

  • You do this by hand: The same details typed into every portal

    We build this: One listing source that pushes to every portal

  • You do this by hand: Ten messages to book one viewing

    We build this: Self-serve booking against agent calendars, with reminders

Instant

hot-lead contact (AI lead qualification client case)

See Real Estate Agencies workflows

For contractors running 3+ live sites

Construction & Contractors

POs and subcontractor updates scattered across calls and email? One tracked workflow for procurement and site updates.

  • You do this by hand: POs and supplier confirmations chased by phone and email.

    We build this: PO confirmation tracker: every PO is logged, suppliers get confirm-by reminders, anything unconfirmed is escalated to the PM.

  • You do this by hand: Subbie paperwork and updates spread across calls, email and WhatsApp.

    We build this: Scheduled check-ins that collect insurance, RAMS and certificates and flag what is missing.

  • You do this by hand: Friday progress reports stitched from photos, diaries and spreadsheets.

    We build this: Site-to-report workflow: foremen submit from a phone form; the report is compiled for you.

60+ hrs

a month of coordination time returned to supervisors

See Construction & Contractors workflows

For small and mid-sized law firms

Law Firms

Hours spent extracting clauses and chasing time entries? Clause extraction and time-entry prompts run in the background.

  • You do this by hand: Partners read whole contracts to find the obligations.

    We build this: Clause extraction: obligations, renewal and termination dates and deviations from your standard positions, with page references.

  • You do this by hand: Time is recorded on Friday from memory.

    We build this: End-of-day time-entry prompts built from emails sent, documents edited and calls logged.

  • You do this by hand: Paralegals spend days paginating and indexing bundles and DD packs.

    We build this: Bundle builder: select documents; they are ordered, paginated and indexed for you.

5

workflows in your case system: intake & conflicts · deadlines · time entry · bundles · clauses

See Law Firms workflows

For private clinics and specialist practices

Private Healthcare Clinics

Front desk stuck on rebookings and pre-auths? Patients self-book with reminders; pre-auth paperwork is pre-filled.

  • You do this by hand: Reception spends the day on the phone rebooking appointments.

    We build this: Two-way reminders with a reschedule link; cancelled slots are offered to the waitlist.

  • You do this by hand: Pre-authorisation takes days of calls and resubmissions.

    We build this: Coverage check plus a pre-auth pack assembled with the insurer's required documents.

  • You do this by hand: Patients fill a paper form, then staff type it into the EHR.

    We build this: Digital intake completed before the visit, mapped field by field into the EHR.

3

first builds: reminders & rebooking · intake → EHR · pre-auth packs

See Private Healthcare Clinics workflows

For agency recruiters and delivery teams

Recruitment Agencies

Hundreds of CVs per role? CVs are triaged against the brief and follow-ups go out on their own.

  • You do this by hand: Consultants read every CV for every role.

    We build this: Each CV is scored against the role's must-haves with gaps listed; top matches land in a ranked shortlist.

  • You do this by hand: Candidates go cold because follow-ups slip.

    We build this: Email → SMS → LinkedIn sequences that pause the moment a candidate replies.

  • You do this by hand: One interview takes a string of emails to book.

    We build this: A booking link with slots that match the hiring manager's calendar, plus reminders.

4

first builds: CV triage · follow-up sequences · interview booking · ATS sync

See Recruitment Agencies workflows

For manufacturers and wholesale distributors

Manufacturing & Wholesale

Orders arriving by email, PDF and fax? They land in the ERP validated, with exceptions flagged.

  • You do this by hand: Customer POs retyped from email and PDF into the ERP — with mistyped quantities.

    We build this: POs from email, PDF, portal, EDI or scanned fax are read, matched to customer and SKU, checked for price and quantity, and posted.

  • You do this by hand: ERP stock never matches the warehouse.

    We build this: Warehouse counts compared with ERP stock daily; variances over your threshold raise a recount task.

  • You do this by hand: Supplier quotes live in inboxes and are never compared properly.

    We build this: RFQs to approved suppliers, replies normalised into one comparison table, approval routed and logged.

50–80 hrs

a month back from order entry, reconciliation and QC paperwork

See Manufacturing & Wholesale workflows

For financial advisers, planners and wealth firms

Financial Services

Chasing KYC documents and assembling suitability reports? Collection and report drafts are automated.

  • You do this by hand: Paraplanners build each suitability report from several systems.

    We build this: Client facts, risk profile and product data pulled into your template; the adviser edits and approves.

  • You do this by hand: Clients are chased for weeks for ID and proof of address.

    We build this: Secure upload link and automatic reminders; compliance alerted only when a document is overdue.

  • You do this by hand: Annual review packs are copy-paste from the platform, CRM and cash-flow tool.

    We build this: Review packs assembled from those sources on a schedule, ready for adviser commentary.

30+ hrs

a month back from report assembly, KYC chasing and provider follow-up

See Financial Services workflows

Next step

Pick one task. We’ll show you how it gets automated.

On a 30-minute call we map that task step by step, check which of your systems it touches, and tell you what we’d build first and how long it takes.