Automations · AI action
Tasks delegated, not done by hand.
The recount, the reorder, the vendor chase, the weekly report, the early word to a customer: an AI agent takes each task that is switched on off the list.
Forty-person business-jet repair station
Sample — illustrative mock-up
On today's number, or on the forecast. The same follow-up can fire on a record as it stands, or on where its forecast lands, days before the date.
Suggested first, switched on by choice. Off, it only suggests. Everything it does is logged.
Put AI to work without a data science department. Part of a Build, kept running in a Hold.
Where the work lands
One task from each sample, grouped by where it lands. Each runs on its sample's forecast.
Drafts in the accounting software
- Order the next blades watches Special-order blades · Harbor Tool & Supply
- Draft the purchase order watches Vinyl and board on hand · Twelve-person sign shop run from one workbook
- Send the invoices watches Finished jobs not yet billed · Twenty-two-person commercial glass contractor, install and service crewswatches Finished jobs not yet billed · Sixty-person electrical contractor, building and highway workwatches Finished moves not yet invoiced · Thirty-person moving company, two officeswatches Delivered loads not yet invoiced · Large paving and ready-mix operation, plants, pits and crewswatches Finished winterizations and repairs not invoiced · Hundred-person wooden boat builder, builds, repairs and storage
Email drafts, for approval
- Warn the customers next in line watches Jobs on machines · Twelve-person machine shopwatches Jobs due this week · Eighteen-person CNC machine shop, prototype to mid-volume
- Offer the open slot to a waiting owner watches Technician hours booked, next week · Forty-person business-jet repair station
- Warn the buyer before the truck leaves watches Cases shorted this week · Two-shift fresh-cut vegetable plant
- Warn the customers on late orders watches On-time delivery, this month · Mid-size manufacturer, two lines, a CI board
- Hold the next overseas order watches Last count of the warehouse shelves · Thirty-person tooling maker, quotes, orders and a warehouse
- Book the extra truck watches Orders due to ship this week · Twenty-person marine supply distributor, carts, orders and stock
Messages and texts
- Ask for a weekend shift watches Lots waiting for test · Sixty-person semiconductor test floor
- Call the overflow contractor watches Open jobs · Four-crew heating & air contractor
- Hold the next batch watches Last count of the shelf · Fourteen-person chocolate maker on one workbook
- Book the second install crew watches Installs due this week · Eleven-person custom cabinet shop, kitchens and finish carpentry
- Book the overflow calls a day out watches Service calls due this week · Forty-person equipment dealer, technicians in the field
The maintenance system
- Open the work order watches Chiller plant peak load · Three-building biologics site, operations side
- Move the lowest-risk PMs watches Crew hours booked, next week · Plant maintenance team, three buildings
Calendar invites
- Book the quality review watches Open NCRs · Thirty-five-person AS9100 machine shop
Call lists
- Call the customers with open quotes watches Orders due to ship this week · Forty-person screw machine shop, committed delivery dates
Tell Luke which task you would hand off first.
All three run on one Frame: a live model of your company, every number marked current, stale, or dark. How it works
Connects to Microsoft Copilot agents · Google Gemini for Workspace · Slack AI · ChatGPT agents · Grok · Salesforce Agentforce · HubSpot Breeze · Zapier, Make, and n8n · anything with an API. Names belong to their owners; no affiliation or endorsement is implied.