Trades job to invoice
Agent suggests: Draft invoice email, set payment follow up, send WhatsApp update.
Audited events: status_changed, agent_suggested, user_choice, message_sent
Same Workspace model, different workflows. The agent adapts based on activity and user choices.
Agent suggests: Draft invoice email, set payment follow up, send WhatsApp update.
Audited events: status_changed, agent_suggested, user_choice, message_sent
Agent suggests: Request missing documents and schedule adviser follow up.
Audited events: doc_missing, agent_suggested, schedule_set
Agent suggests: Move to review, notify stakeholders, schedule publication prep.
Audited events: stage_changed, notifications_sent, task_created
Agent suggests: Assign owner, draft first response, set breach alert.
Audited events: ticket_created, assignment_set, reply_approved
Agent suggests: Prompt interview feedback and schedule next stage.
Audited events: candidate_moved, follow_up_scheduled, decision_logged
Agent suggests: Bundle errands into one run and schedule reminders.
Audited events: task_grouped, reminder_created, completion_logged
Tell us your workflow and we will prioritise relevant templates.

Book a demo and we will map your current process to a live Workspace.