Data Extraction Required
AI agents require our data extraction setup first. This unlocks access to all your platform data, documents, emails, and attachments so agents can work with complete context.
Learn About Database →Pre-Built AI Agents for Your Business Tools
Deploy intelligent automation that works within your existing software. Each agent targets specific manual workflows identified by thousands of users.
Supporting 85+ platforms with proven integration ecosystems
Clio
PracticePanther
TimeSolv
SimplePractice
TherapyNotes
Dentrix
Eaglesoft
OpenDental
VetSuccess
ServiceTitan
Jobber
ServiceFusion
FieldEdge
mHelpDesk
eMoney Advisor
Advisor360
AdvisorEngine
Junxure
Redtail CRM
Riskalyze
Wealthbox
Applied Epic
AgencyBloc
EZLynx
AMS360
QQ Catalyst
Zywave
ConstructConnect
BuildingConnected
PlanGrid
Buildium
Mindbody
ZenPlanner
Vagaro
FarmLogs
AgriWebb
FarmQA
JobBOSS
DAT
McLeod Software
Tailwind TMS
Toast
Square Restaurant
Booker
Boulevard
RentSpree
SchoolMint
Trainual
Clio
PracticePanther
TimeSolv
SimplePractice
TherapyNotes
Dentrix
Eaglesoft
OpenDental
VetSuccess
ServiceTitan
Jobber
ServiceFusion
FieldEdge
mHelpDesk
eMoney Advisor
Advisor360
AdvisorEngine
Junxure
Redtail CRM
Riskalyze
Wealthbox
Applied Epic
AgencyBloc
EZLynx
AMS360
QQ Catalyst
Zywave
ConstructConnect
BuildingConnected
PlanGrid
Buildium
Mindbody
ZenPlanner
Vagaro
FarmLogs
AgriWebb
FarmQA
JobBOSS
DAT
McLeod Software
Tailwind TMS
Toast
Square Restaurant
Booker
Boulevard
RentSpree
SchoolMint
Trainual
Agent Catalog
Pre-built agents to maximize frontier AI capabilities within tools
Document Analyzer
Automatically reviews and extracts key information from legal documents
Automates
- Contract review
- Due diligence analysis
- Compliance checking
Data Entry Eliminator
Automates transaction entry from bank feeds and receipts
Automates
- Bank reconciliation
- Receipt scanning
- Transaction categorization
Insurance Verification Bot
Automatically verifies insurance benefits and coverage
Automates
- Eligibility checking
- Benefits verification
- Prior authorization
Route Optimizer
Plans optimal technician routes based on location and skills
Automates
- Daily route planning
- Emergency rerouting
- Travel time optimization
Portfolio Analyzer
Analyzes portfolios and suggests optimizations
Automates
- Risk assessment
- Rebalancing recommendations
- Tax optimization
Customer Service AI
Handles routine customer inquiries and order issues
Automates
- Order tracking responses
- Return processing
- FAQ automation
Lead Scoring Engine
Automatically scores and routes leads based on behavior
Automates
- Behavioral scoring
- Lead routing
- Sales alerts
Onboarding Orchestrator
Automates entire employee onboarding process
Automates
- Document collection
- Task assignment
- Training scheduling
Renewal Automation Engine
Manages policy renewals and client notifications
Automates
- Renewal scheduling
- Premium calculations
- Client notifications
Client Activity Monitor
Tracks and logs all client interactions automatically
Automates
- Call logging
- Email tracking
- Meeting summaries
- Follow-up scheduling
Document Indexer
Automatically indexes and categorizes insurance documents
Automates
- Document classification
- Metadata extraction
- Auto-filing
Policy Renewal Engine
Automates commercial insurance policy renewals
Automates
- Renewal processing
- Rate calculations
- Client communications
Your ROI Timeline
Tool Connected
Your platform integrated, first agent deployed
Manual Tasks Eliminated
5–10 hours saved from automated workflows
Positive ROI Achieved
40+ hours saved, expanding agent usage
Scaled Automation
Multiple agents deployed, team fully adopted
Need Custom Agents?
Don't see what you need? We build custom AI agents tailored to your specific workflows and business requirements.
Custom Development
- Workflow analysis & agent design
- Custom integrations & data sources
- Testing & deployment support
Enterprise Support
- Dedicated development team
- Priority support & maintenance
- White-label deployment options
✅ Free consultation • ✅ Custom pricing • ✅ No commitment