Off‑the‑Shelf AI Solutions
Pre-baked AI agent solutions that we can rapidly plug into your systems. Additional custom work = additional lift.
Not sure which solution to start with? Check out our workshops to discover the right approach for your team.
Analytics & Insights
| Item | What it does | Works with | Lift | Time |
|---|---|---|---|---|
| Chat with your Data & Docs | AI Agent that can query and analyze your database at your direction | Snowflake; Postgres; Databricks; Excel/CSV; etc. | S | 3–5 days |
| Executive KPI Presentations | Auto-populate leadership presentation templates from internal data & documents | Database; Powerpoint; | S | ~1 week |
| Document Classify & Route | Digital filing cabinet of inbound docs and route to teams/queues | Email/SharePoint; s3/storage bucket; Google Drive; etc. | M | ~2 weeks |
Customer Support & CX
| Item | What it does | Works with | Lift | Time |
|---|---|---|---|---|
| Customer Support Answering Agents | Agents answer questions from docs + knowledge sources; deflection or draft‑reply | CRM; knowledge base; email | M | 2–3 weeks |
Operations
| Item | What it does | Works with | Lift | Time |
|---|---|---|---|---|
| Invoice OCR + GL Classifier | Extract headers & lines; classify to GL/job sites; post/queue exceptions | Invoice inbox; QuickBooks; invoice system | M | 1–2 weeks |
| Contract Analyzer (PipeDoc) | Review NDAs/PSAs/MSAs/LOIs; extract terms; flag non‑standard; generate notes | CLM/Drive; email intake; Snowflake/Sheets | S–M | 1–2 weeks |
| Generate Insurance Transaction Docs | Generate certificate of insurance, invoice, quote, etc… by following SOPs | Agency Management System; Database; CRM; E-mail inbox | M | 2-3 weeks |
| Appeal Claim Denials | Respond to insurance payor claim denials with an appeal personalized to the patient's medical records, the payor's policy, and medical guidelines | Database; EMR; Deep research; Salesforce; etc. | L | 6-8 weeks |
Sales & G2M
| Item | What it does | Works with | Lift | Time |
|---|---|---|---|---|
| Private Equity Deal Doc → CRM Autologger | Read teasers/diligence docs + emails; log key fields/notes to CRM; track pipeline | CRM; email; Google Sheets | S–M | 1–2 weeks |
| Investment Committee Memo Drafting | Analyze data room documents and generate comprehensive investment committee memos | Virtual Data Room; Google Drive; Dropbox; Document storage | M | 2–3 weeks |
| Project Bid AI | Analyze project documents & generate bid materials for manufacturers | ConstructConnect API; PDFs; Excel Templates | S–M | 1–2 weeks |
Consumer & Personal
| Item | What it does | Works with | Lift | Time |
|---|---|---|---|---|
| Personal Tracking & Coaching Agent (Health, Finance, Habits) | Mobile app with conversational AI for logging activities (meals, workouts, spending), analyzing patterns, and delivering personalized recommendations | iOS/Android app; HealthKit; nutrition databases; banking APIs | L | 6–8 weeks |
Legend: S (configure), M (configure + light custom), L (customization/extensions). Time assumes data access.