Email inbox
Reads shared inboxes, routes urgent messages, drafts replies, and logs outcomes so nothing slips through.
SMS / text
Turns text threads into routed tasks, reminders, and CRM updates without another person watching the phone.
Team chat — Slack / Teams
Answers routine Slack or Teams requests, triages approvals, and triggers work in your connected systems.
Voice / phone — RingCentral / Twilio
Answers calls, routes callers, captures messages, and follows up by text so fewer calls reach voicemail.
WhatsApp / messaging app
Captures WhatsApp and messaging requests, routes the next step, and keeps customer conversations logged.
PDF parsing & OCR
Reads PDFs, scans, and photos, extracts the fields that matter, and sends clean data to your systems.
Spreadsheet read / write — Excel / Sheets
Reads and updates Excel or Sheets, validates rows, and keeps reports current without copy-paste work.
Document storage — Drive / SharePoint / Dropbox
Organizes files across Drive, SharePoint, and Dropbox, dedupes documents, and keeps folders searchable.
Document generation — contracts, reports
Builds contracts, reports, and packets from approved templates and sends drafts to the right reviewer.
E-signature — DocuSign
Prepares signature packets, routes approvals, tracks status, and files completed documents automatically.
CRM — Salesforce / HubSpot / Twenty
Keeps CRM records current, logs activity, updates stages, and surfaces stale leads before they go cold.
ERP / Accounting — NetSuite / QuickBooks / Sage
Moves orders, invoices, and accounting updates through ERP systems while flagging mismatches for review.
Project / task management
Creates tasks, updates statuses, chases blockers, and keeps project boards aligned with real work.
Helpdesk / ticketing
Classifies tickets, drafts responses, routes urgent issues, and keeps support queues from backing up.
Calendar / scheduling
Books appointments, resolves scheduling conflicts, sends reminders, and updates calendars automatically.
HR / payroll
Validates employee records, routes HR requests, and keeps payroll-ready data clean before deadlines.
Marketing / email platform
Segments contacts, triggers campaigns, logs engagement, and hands sales the follow-ups that matter.
Vendor / supplier portal
Uses customer-authorized portal access to read orders and invoices, key approved updates, and alert your team to exceptions.
Website monitoring / scraping
Monitors websites, extracts changing data, and sends clean updates to the systems your team already uses.
Web form fill / submission
Fills and submits web forms, captures confirmations, and flags any field that needs human judgment.
Customer / government portal — permits, claims
Uses customer-authorized portal access to track permit and claim work, submit approved updates, and keep deadline-driven queues moving.
SQL / database read-write
Reads and writes database records, validates changes, and keeps operational data synced across tools.
Internal REST API
Connects internal APIs, moves data between services, and catches failed requests before work stalls.
Webhook in / out
Turns incoming and outgoing events into reliable workflows with retries, logging, and human review paths.
Data warehouse
Feeds warehouse tables, cleans incoming data, and gives teams trusted reporting without manual exports.
Desktop / fat-client app — e.g. Sage 100
Operates desktop apps with no API, captures screen data, and pushes updates where staff used to click.
Virtual desktop / thin-client — Citrix
Runs inside Citrix and thin-client desktops, handling repetitive screen work while escalating changes.
Legacy / terminal system
Drives terminal workflows, reads green-screen outputs, and turns legacy steps into structured data.
Payment processor — Stripe
Reconciles payment events, customer updates, and receipts while surfacing failed or unusual charges.
E-commerce — Shopify / Woo
Syncs orders, carts, inventory, and customer updates across Shopify, Woo, and back-office systems.
Invoicing / billing
Creates invoices, matches payments, updates records, and nudges the exceptions that slow cash flow.
Inbound voice agent
Answers live calls, books or looks up information, and hands off complex conversations with context.
Outbound voice campaign
Makes reminders, confirmations, and follow-up calls at scale, then logs every result back to your CRM.
Call transcription / logging
Transcribes calls, summarizes decisions, extracts action items, and files the record where it belongs.