AI setup
AI at work
Three companies you've already met on the work samples, seen from a few more angles. Each screen here is example output on fictional data: nothing is generated live, and every dollar on this page comes from the same tied numbers as the sample pages, not from the AI. The pattern is the same every time. The workspace knows the business, one skill does the repeated job, and a person makes the call.
Monday morning inbox
Eight messages, four kinds of urgency. The triage sorts them, drafts the two replies that can be drafted, and flags the three that need a person.
What's behind it
Workspace
Redbud's folders, its management agreements, and a one-page instruction file on what gets escalated.
Skill
Inbox triage: reads the morning's messages, sorts them by the escalation rules, drafts what can be drafted.
Connector
Email, read-only. Nothing sends without a person.
Person
Tessa dispatches, approves, and hits send.
Leasing scoreboard
The leasing side of the same company: one agent, one week. Every activity has a point value and a dollar value, so the week adds up to the thing the owner cares about, rent captured.
What's behind it
Workspace
The leasing folder, the goals, and the conversion rates written down once.
Skill
Scoreboard: rebuilds this page every evening from the CRM export and drafts the Monday note to the owner.
Connector
None needed. A CSV export does it.
Person
The leasing manager sets the goals and reads the Monday note.
This week's pay list
Wednesday at the group: open vendor bills across three companies. The rules pick what gets paid this week, the odd ones get flagged, and the bookkeeper gets a note she can act on.
What's behind it
Workspace
The AP rules written down once, per company.
Skill
Pay list: reads the aged payables export, applies the rules, flags what doesn't fit, drafts the note.
Connector
The accounting system's aged payables export.
Person
Dale approves. Marla pays.
Who owes us, and the note already written
The agency's open receivables sorted by who's late and who's slow, with the reminder drafted. Same numbers as Northline's sample page.
What's behind it
Workspace
The AR policy: net 30, reminders at 5, 20 and 40 days, and who gets the firm one.
Skill
AR tracker: refreshes this list from the QuickBooks export and drafts each reminder in the agency's voice.
Connector
QuickBooks Online.
Person
Nora sends. The owner decides on the firm ones.
Where the line is
Every dollar on this page came from the sample data. The AI sorted, drafted, and flagged. It didn't make up a figure, and it didn't send anything.