A 16-cleaner janitorial firm put its phones, intake, and inbox on agents. Revenue neared $1 million last year.
Try it · based on the source's workflow
Answer the phones for [business name] as our receptionist. Use our services and prices: [paste list]. For each caller, take their name, address, and the job they need, and enter it as a new inquiry in [job platform]. Confirm the details back to the caller before you save them. Send me a summary of every call each morning. If a caller reports an emergency or asks for something outside the list, take a message and flag it to me at once.
A starting template based on the workflow the source describes. Review it before you use it; you are responsible for what it does.
A cheese maker audited a year of carrier invoices with Claude. The carrier has credited every claim so far.
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Audit my shipping bills for [business name]. Here is our carrier contract with the agreed rates: [paste], and a year of carrier invoices: [attach file]. Compare each shipment charge with the contracted rate for its zone and weight. List every charge that is more than [amount] over the contract rate, with the invoice number, the date, and the difference. Group the results by cause where you can see a pattern. Draft a credit request for the carrier from that list. Show me the full list and the draft before anything is sent.
A starting template based on the workflow the source describes. Review it before you use it; you are responsible for what it does.
A customer paid, but the packing team saw no order. An agent found the stuck step in about four minutes.
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Trace one paid order through [system name] for [business name], step by step, the way a customer would trigger it. Start at payment and follow the record through every status change until the order reaches [team or screen]. List each handoff where a person must click, approve, or move the record by hand. Flag any record that can sit stuck with no alert. Then set an automatic check every [interval] that flags any paid record still unmoved after [minutes]. Show me the trace first before you change any setting.
A starting template based on the workflow the source describes. Review it before you use it; you are responsible for what it does.
A two-truck HVAC firm answers every missed call by text at once. Response time fell from five hours to under ten minutes.
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For [business name], when a call to [phone number] goes unanswered, send a text within one minute: 'Sorry we missed your call. What do you need help with?' Ask three questions, one at a time: the issue, how urgent it is, and the best time to reach them. Offer two visit times from [calendar]. If the lead does not book, follow up at [intervals] up to [number] times, then stop. After a finished job, send one review request at [timing]. Show me every message template before the system goes live.
A starting template based on the workflow the source describes. Review it before you use it; you are responsible for what it does.
A men's care brand runs order approvals on an AI agent in NetSuite. Its finance close now takes half the time.
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Act as the order-approval checker for [business name] in [system]. For each new order, check the fulfilment quantity against current stock in [inventory source] and the demand forecast for [period]. Approve the order only if stock covers it and the quantity matches the forecast band. Hold any order that fails a check and send me the order number, the failed check, and the figures. Show me your first [number] decisions before you approve anything on your own.
A starting template based on the workflow the source describes. Review it before you use it; you are responsible for what it does.
A phone-answering vendor asked four AI assistants 11 customer questions. His own site footer carried no name and no city.
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Test how AI assistants answer customers in my market. Ask [assistant names] these questions a customer would type: [list questions]. For each answer, record which businesses the assistant names and what it says about each. Then check my site [url]: does the footer show my business name and city on every page? Count my Google reviews and my rating. List the fixes in order, cheapest first. Show me the full answer log before you change anything on the site.
A starting template based on the workflow the source describes. Review it before you use it; you are responsible for what it does.
A B2B firm put invoice submission and follow-up on an AR agent. Cash on hand grew 122% in month one.
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Work the open invoices for [business name] from [accounting system]. For each invoice, gather the amount, due date, contract terms, payment history, and any dispute in email. Sort it into one class: overdue, paid but not applied, stuck in a portal, short-paid, or disputed. For overdue invoices under [amount], draft a reminder in our tone: [paste example]. For portal cases, prepare the resubmission. Never change bank details, offer a credit, or promise terms. Show me every draft and every action list before anything sends.
A starting template based on the workflow the source describes. Review it before you use it; you are responsible for what it does.
A store product showed active for weeks, but no US shipping worked. An agent checked the supplier data and found it.
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Audit the live products in [store name]. For each product marked active, check the supplier record at [supplier source]: is it in stock, and does it ship to [countries]? Compare that with what my store shows. List every product where the store and the supplier disagree, with the product name and the exact mismatch. Do not change any listing. Show me the mismatch list first, and I will approve each fix.
A starting template based on the workflow the source describes. Review it before you use it; you are responsible for what it does.
A founder's sales agents watch Reddit, X, and LinkedIn for buying intent. They onboarded 50+ users in four days.
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Watch [platforms] for people who describe this problem: [problem in customer words]. For each match, save the post link, the poster's words, and why it matches. Draft a short personal reply that names their exact problem and offers [offer]. Show me every draft in a daily list. Do not send any message until I approve the list, and stop all outreach if I say stop.
A starting template based on the workflow the source describes. Review it before you use it; you are responsible for what it does.