Explore interactive demos of the AI and automation platforms we use to build solutions for our clients — including Airtable, Make.com, Zapier, Notion, ClickUp, and more.
Built a SmartSuite-powered benefits verification system to track ABA and mental health authorizations for healthcare clients.
Created a ClickUp-based benefits tracker to manage and monitor employee benefits claims and processing workflows.
Automated underwriting workflows using no-code tools to streamline insurance policy processing and risk assessment.
Built a sponsor exposure tracking system using Airtable to monitor and report on marketing sponsorship performance.
Integrated DocuSign with Pipedrive CRM to automate contract signing and automatically update deal stages.
Developed an AI-powered bookings agent using automation to handle appointment scheduling without manual intervention.
Built an Airtable-based referral tracker to manage and analyze customer referral programs and commissions.
Created automated client communication workflows that send personalized follow-ups, reminders, and updates at scale.
Set up Airtable email automation to trigger personalized email sequences based on client data and workflow stages.
Implemented Airtable for a purchasing and triage system to manage procurement requests and vendor relationships.
Configured SmartSuite for purchasing and triage management, streamlining procurement workflows across departments.
Automated invoice generation using SmartSuite, reducing manual billing time and improving payment tracking.
Integrated QuickBooks with automated data entry tools to eliminate manual bookkeeping and reduce accounting errors.
Built an Airtable-based lending library management system to track inventory, loans, and member records.
Designed a comprehensive client management system using no-code tools to centralize client data and history.
Set up Notion for project management, creating custom databases and views for task tracking and collaboration.
Deployed an ElevenLabs AI scheduling agent that uses voice AI to handle appointment booking conversations.
