Industry app tutorials

Each company workspace uses one industry pack (ten apps by plan tier). Browse the eight pilot industries below: same apps as the Industries page. Each guide includes screenshots, example inputs, and expected outputs.

Accounting & CPA

Client Letter Drafter

Draft client letters and status updates for accounting firms.

Live Standard

Open tutorial

Tax Document Summarizer

Summarize tax documents and source records for review.

Live Basic

Open tutorial

Bookkeeping Explainer

Explain bookkeeping entries and reconciliations in plain language.

Live Basic

Open tutorial

Engagement Letter

Draft engagement letters and scope summaries.

Live Standard

Open tutorial

Month-End Checklist

Generate month-end close checklists for clients.

Live Standard

Open tutorial

Tax Compliance Reviewer

Review filings and workpapers for compliance risks.

Live Elite

Open tutorial

Financial Statement Narrative

Narratives for financial statements and management letters.

Live Elite

Open tutorial

Audit PBC Request List

Prepare provided-by-client request lists for audits.

Live Elite

Open tutorial

Cash Flow Scenario

Model cash-flow scenarios and sensitivity narratives.

Live Elite

Open tutorial

Partner Review Memo

Draft partner review memos for complex engagements.

Live Elite

Open tutorial

Auto Dealers

Vehicle Listing Generator

Create vehicle listings from inventory data.

Live Basic

Open tutorial

Lead Follow-Up

Follow-up drafts for showroom leads.

Live Basic

Open tutorial

Promo Engine

Promotional offers and campaign copy.

Live Elite

Open tutorial

Appraisal Assistant

Appraisal summaries for trade-ins.

Live Standard

Open tutorial

Customer Communication Assistant

Customer update and nurture drafts.

Live Standard

Open tutorial

Finance Explainer

Explain financing options clearly.

Live Standard

Open tutorial

Deal Structuring Assistant

Deal structure narratives for sales.

Live Elite

Open tutorial

F&I Menu Narrative

Finance-and-insurance menu narratives for customers.

Live Elite

Open tutorial

Service Lane Upsell Drafter

Draft service-lane upsell and retention offers.

Live Elite

Open tutorial

OEM Incentive Compliance Review

Review offers against OEM incentive program rules.

Live Elite

Open tutorial

Home Services

Work Order Summary

Summarize work orders and field notes for dispatch.

Live Basic

Open tutorial

Estimate Explainer

Explain repair estimates and line items to homeowners.

Live Basic

Open tutorial

Service Follow-Up

Draft post-service follow-up and satisfaction messages.

Live Standard

Open tutorial

Maintenance Plan

Propose seasonal maintenance plans and reminders.

Live Standard

Open tutorial

Dispatch Handoff

Handoff briefs between dispatch and field technicians.

Live Standard

Open tutorial

Job Costing Narrative

Explain job costing, margins, and variance to managers.

Live Elite

Open tutorial

Warranty SLA Review

Review warranty claims against SLA terms.

Live Elite

Open tutorial

Seasonal Campaign

Draft seasonal marketing campaigns for service lines.

Live Elite

Open tutorial

Technician Coaching Brief

Coaching briefs from job notes and QA feedback.

Live Elite

Open tutorial

Upsell Recommendation

Recommend upsells based on job history and equipment age.

Live Elite

Open tutorial

Life Insurance

Lead Scoring

Score insurance leads for fit and urgency.

Live Basic

Open tutorial

Policy Explainer

Explain policy coverage in plain language.

Live Basic

Open tutorial

Needs Analysis

Client needs analysis for coverage recommendations.

Live Standard

Open tutorial

Appointment Setter

Draft appointment scheduling messages.

Live Standard

Open tutorial

Client Outreach Drafting

Draft claimant updates and outreach notes.

Live Standard

Open tutorial

Compliance Checker

Review communications for compliance.

Live Elite

Open tutorial

Risk Profile Analyzer

Summarize client risk profiles.

Live Elite

Open tutorial

Beneficiary & Estate Scenarios

Outline beneficiary and estate planning scenarios for clients.

Live Elite

Open tutorial

Lapse & Reinstatement Outreach

Draft lapse prevention and reinstatement outreach.

Live Elite

Open tutorial

Carrier Filing Summary

Summarize carrier filings and submission packages.

Live Elite

Open tutorial

Legal

Legal Document Summarizer

Summarize legal documents and filings.

Live Basic

Open tutorial

Client Communication Assistant

Draft client communications.

Live Standard

Open tutorial

Intake Triage

Triage new matters and intake forms.

Live Basic

Open tutorial

Clause & Risk Detector

Highlight risky clauses and terms.

Live Standard

Open tutorial

Case Timeline Builder

Build case timelines from notes.

Live Standard

Open tutorial

Research Assistant

Research summaries for legal topics.

Live Elite

Open tutorial

Legal Argument Generator

Draft argument outlines from facts.

Live Elite

Open tutorial

Discovery Request Drafter

Draft discovery requests from case facts.

Live Elite

Open tutorial

Deposition Prep Outline

Prepare deposition outlines and witness prep notes.

Live Elite

Open tutorial

Settlement Demand Narrative

Draft settlement demand narratives from damages context.

Live Elite

Open tutorial

Medical

Clinical Intake & Visit Summary

Summarize patient intake forms and visit notes for clinicians.

Live Basic

Open tutorial

Patient Education Explainer

Plain-language explanations of conditions, meds, and follow-up care.

Live Basic

Open tutorial

Care Plan Drafter

Draft care plans from assessments and clinician notes.

Live Standard

Open tutorial

Referral Letter Assistant

Specialist referral letters from clinical context.

Live Standard

Open tutorial

Shift Handoff Assistant

Nurse shift handoff and SBAR summaries for continuity of care.

Live Standard

Open tutorial

Clinical Compliance Reviewer

Review clinical notes and patient comms for privacy and policy risks.

Live Elite

Open tutorial

Diagnostic Timeline Assistant

Build symptom timelines and differential discussion outlines for review.

Live Elite

Open tutorial

Prior Auth Clinical Letter

Draft prior authorization letters with clinical justification.

Live Elite

Open tutorial

Population Health Outreach

Draft population-health outreach and care-gap campaigns.

Live Elite

Open tutorial

Clinical Protocol Q&A

Answer staff questions from approved clinical protocols.

Live Elite

Open tutorial

Pharmacy

Prescription Intake

Intake summaries from prescription details.

Live Basic

Open tutorial

Medication Explainer

Patient-friendly medication explanations.

Live Basic

Open tutorial

Patient Communication

Draft patient updates and reminders.

Live Standard

Open tutorial

Insurance Form Helper

Assist with insurance form completion.

Live Standard

Open tutorial

Refill Reminder Generator

Refill reminder messages for patients.

Live Standard

Open tutorial

Inventory Forecasting

Inventory trend summaries and alerts.

Live Elite

Open tutorial

Drug Interaction Checker

Flag potential interaction concerns.

Live Elite

Open tutorial

MTM Consultation Summary

Medication therapy management consultation summaries.

Live Elite

Open tutorial

Prior Authorization Letter

Draft prior authorization letters for payers.

Live Elite

Open tutorial

Controlled Substance Audit Notes

Document controlled-substance audit and counseling notes.

Live Elite

Open tutorial

Real Estate

Listing Generator

Create property listings from key details.

Live Basic

Open tutorial

Lead Qualifier

Qualify buyer and seller leads.

Live Basic

Open tutorial

Contract Summary

Summarize contracts and highlight risks.

Live Standard

Open tutorial

Social Media Engine

Property marketing posts and campaigns.

Live Standard

Open tutorial

Follow-Up Automation

Automated buyer/seller follow-up drafts.

Live Standard

Open tutorial

Market Analysis Assistant

Market comps and trend summaries.

Live Elite

Open tutorial

Property Valuation AI

Valuation narratives from property data.

Live Elite

Open tutorial

Open House & Showing Planner

Plan open houses and showing schedules from listing context.

Live Elite

Open tutorial

CMA Narrative for Sellers

Seller-facing comparative market analysis narratives.

Live Elite

Open tutorial

Fair Housing Listing Reviewer

Review listings and outreach for fair-housing compliance risks.

Live Elite

Open tutorial

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