Use cases by industry
Common automations we'd look at first for each type of business. These are general, illustrative examples, not client case studies. Your workflow decides what's worth building.
Home services (HVAC, plumbing, roofing)
- Missed-call text-back and instant replies to web leads
- Booking with travel buffers and technician routing
- Estimate follow-up until the customer answers
- Review requests after the job is marked complete
Clinics, dental and wellness
- Online booking with reminders to reduce no-shows
- Intake forms routed into your practice system
- After-hours chat that answers logistics questions only
- Recall reminders on a schedule
Professional services (accounting, legal, consulting)
- Client intake and document collection checklists
- Engagement letters generated from intake data
- Deadline reminders for clients and staff
- Weekly utilization and pipeline reports
Real estate
- Instant response to portal and website leads
- Showing scheduling and confirmations
- Transaction checklists with automatic task creation
- Drip follow-up that stops when a lead replies
E-commerce and retail
- Order exception alerts (failed payment, address issues)
- Support inbox triage with drafted replies
- Inventory and sales reports by channel
- Supplier invoices into accounting
Agencies and small B2B teams
- Proposal-to-project handoff in the CRM
- Client reporting that builds itself
- Time-entry reminders and invoicing prep
- Lead research summaries drafted by AI for review
Don't see your industry?
The pattern is the same everywhere: find the steps your team repeats, check they're clear enough to automate, and keep people on anything that needs judgment. Our guide to what to automate first walks through it.
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