What an AI agent can do for a business like yours.
Every kind of small business has its own calls, paperwork and systems. For each one below there is a page on the work an agent can take on, what stays with people, and the workflow designs an intern can build from.
53 business types in 10 groups, each with workflow designs of its own.
Home and trade services
These are trades that send people and trucks to customers' homes and sites: plumbers, HVAC and electrical contractors, roofers, landscapers, cleaners, pest and pool technicians, handymen and movers. The office answers calls, books and dispatches, quotes, invoices and chases paperwork such as permits, warranties and renewals. An agent sorts and confirms bookings, drafts quotes and reports from technicians' notes and photos, and keeps deadlines in view. Diagnosis, prices, licensed work and safety calls stay with the trade.
- Plumbing18 workflowsAn agent can sort emergency calls, keep backflow tests on schedule, write up sewer camera findings and close out install paperwork, so plumbers stay on the tools.
- Heating and air conditioning20 workflowsAn agent can schedule members' tune-ups, ask the right questions before a no-cool call, keep the refrigerant log tidy and register warranties on time.
- Electrical contractors16 workflowsAn agent can prepare permit packets, track inspections across cities, check device counts and draft progress bills, so the licence holder signs instead of chases.
- Roofing10 workflowsAn agent can turn aerial measurements into estimate drafts, assemble supplement packets, order materials and keep homeowners updated, while people own every word to insurers.
- Landscaping and lawn care13 workflowsAn agent can draft estimates from aerial measurements, reshuffle crews on rain days, catch jobs running over their hours and prepare contract renewals with real numbers.
- Cleaning services12 workflowsAn agent can turn rental calendars into turnover jobs, answer complaints with a re-clean slot, check hours before payroll and build bids on your own production rates.
- Pest control12 workflowsAn agent can send the right prep sheet, pre-check WDI reports before signing, chase termite renewals and spot callback patterns, while licensed people decide treatment.
- Pool and spa service13 workflowsAn agent can explain problem visits in plain English, spot drifting pool chemistry, draft repair quotes and check commercial pool logs before the inspector does.
- Handyman and small remodels11 workflowsAn agent can turn customer photos into scoped draft quotes, bundle small jobs into one visit, build tomorrow's pick list and write up finished work for the invoice.
- Moving and storage12 workflowsAn agent can draft inventories from video walkthroughs, check the required booklets before an estimate, confirm tomorrow's moves and keep claim deadlines in view.
Construction and property
General contractors, property managers, real estate agencies, architects and interior designers all run projects or properties with many parties and a long paper trail: bids, change orders, leases, listings, submittals and purchase orders. Coordinators spend their days chasing documents and dates. An agent tracks deadlines, assembles packets and drafts updates for clients and owners. Contract terms, legal notices, tenant and applicant decisions, prices and anything signed under a licence stay with people.
- General contractors and builders13 workflowsAn agent can draft RFIs, daily logs and change-order drafts, watch subcontractor insurance and lien waivers, and keep homeowners updated each week.
- Property management16 workflowsAn agent can triage maintenance requests, dispatch vendors within owner limits, draft deposit statements and owner reports, and answer tenant questions from the lease.
- Real estate agencies13 workflowsAn agent can draft listing remarks, build contract-to-close deadline lists, send seller and buyer updates, and follow up open-house visitors with consent.
- Architecture and design studios11 workflowsAn agent can keep RFI and submittal logs current, draft field reports and phase invoices, watch hours against fees, and build proposal compliance matrices.
- Interior design11 workflowsAn agent can check vendor acknowledgements against purchase orders, send clients weekly order-status notes, draft proposal line items and watch damage-claim windows.
Food and hospitality
Restaurants, cafés and bakeries, caterers, bars and breweries, hotels and food trucks juggle bookings, orders, staff schedules, suppliers and guests, often on thin margins and long hours. An agent drafts prep and order lists, keeps inquiries and event details organised, checks logs and drafts guest replies for approval. Allergen statements, food safety actions, alcohol and tax filings, refunds, prices and anything said to an upset guest stay with the owner and the kitchen.
- Restaurants23 workflowsAn agent can read supplier invoices for price jumps, draft prep lists and staff schedules, brief the team before service and send the owner a weekly prime cost summary.
- Cafés and bakeries24 workflowsAn agent can check custom cake orders and draft quotes, merge pre-orders and wholesale into one bake sheet, run holiday pre-orders and send wholesale invoices.
- Catering21 workflowsAn agent can turn inquiries into briefs and first proposals, chase final headcounts, draft pack lists and staffing plans from the BEO, and track deposits and balances.
- Bars and breweries22 workflowsAn agent can update the tap list everywhere when a keg kicks, compare bar counts with POS sales, answer event requests and assemble brewer's report figures for checking.
- Hotels, inns and B&Bs15 workflowsAn agent can collect arrival times and requests, turn night audit reports into a short exception list, match booking-site payouts and write shift handovers.
- Food trucks11 workflowsAn agent can post where the truck is each day, answer menu questions from the approved sheet, draft prep lists from sales by stop and quote catering packages.
Health, care and wellness
Dental practices, physiotherapy and chiropractic clinics, vet clinics, gyms, salons, spas and home care agencies run on appointments, recalls, memberships and paperwork with payers and families. The front desk and coordinators carry most of it. An agent fills openings, builds reminder and recall lists, checks claims and records for gaps, and drafts messages from approved templates. Every clinical or care judgement, health information decisions and fees stay with licensed staff, and patient data only goes into approved tools.
- Dental practices11 workflowsAn agent can prepare insurance checks, fill hygiene openings, catch claim gaps and chase planned treatment, so the front desk spends less time on paperwork.
- Physiotherapy and chiropractic11 workflowsAn agent can turn faxed referrals into a call list, watch authorizations and plan-of-care signatures, and spot patients who stopped coming early.
- Veterinary clinics11 workflowsAn agent can keep reminders, lab callbacks, estimates, insurance paperwork and the controlled-drug log in order, while the veterinarians keep every clinical call.
- Gyms and fitness studios14 workflowsAn agent can follow up trials and leads, work failed dues, log cancellation requests, and keep instructor subs, pay and certifications straight.
- Hair salons and barbers15 workflowsAn agent can nudge clients to rebook, fill cancelled chair time, draft stock orders and prepare commission and tip worksheets for the owner to approve.
- Spas and massage14 workflowsAn agent can send guest itineraries, check tomorrow's rooms and therapists for clashes, chase unfinished intake forms and keep gift cards and packages in order.
- Home care agencies11 workflowsAn agent can rank who can cover a caregiver call-off, work the EVV exception list, check hours before billing and answer families and applicants quickly.
Professional services
Law firms, accounting firms, insurance agencies, marketing agencies, consultancies, staffing agencies and IT providers sell expertise and time. Their admin work is intake, deadlines, document chasing, timekeeping and billing, all under duties of confidentiality. An agent sorts intake, keeps calendars and renewal lists, chases missing documents and drafts summaries for a professional to check. Advice, filings, hiring and coverage decisions, client systems and credentials stay with people, and client data stays in the firm's own systems.
- Law firms12 workflowsAn agent can triage new enquiries, prepare conflict searches, draft docket deadlines and matter updates, and check pre-bills, with a lawyer deciding every one.
- Accounting and bookkeeping firms12 workflowsAn agent can chase missing tax documents, turn uncategorised transactions into client questions, log IRS notices and keep deadline calendars, with the CPA approving.
- Insurance agencies14 workflowsAn agent can take in certificate, change and claim requests, build renewal and coverage review lists, and watch for pending cancellations, for licensed staff to act on.
- Marketing agencies11 workflowsAn agent can draft monthly client reports, watch ad spend pacing and retainer hours, turn kickoff calls into briefs, and check posts and emails before they go out.
- Consultancies14 workflowsAn agent can brief partners on new RFPs, draft statements of work and weekly status reports, and watch utilization and engagement caps, while partners keep the advice.
- Recruiting and staffing agencies11 workflowsAn agent can turn client calls into complete job orders, text available workers for shifts, chase timesheets before payroll and track redeployments, with recruiters deciding.
- IT services and managed service providers14 workflowsAn agent can triage help desk tickets, sort phishing reports, draft patch, backup and QBR reports, and reconcile licenses against billing, while technicians make every change.
Retail and e-commerce
Independent shops, online stores, boutiques, grocers and florists move stock, orders and customer questions every day. Owners buy, price and merchandise, while staff receive goods, answer customers and handle returns. An agent checks receiving against orders, drafts listings and customer replies, watches stock and recalls, and prepares reports. Prices and markdowns, what gets ordered, refunds and disputes, claims about products, and every message to a grieving or upset customer stay with people.
- Independent retail shops19 workflowsAn agent can check vendor deliveries, flag recalled stock, draft price changes and markdown lists, and write the weekly "new in" post, with the owner deciding every price.
- Online stores14 workflowsAn agent can sort return requests, assemble chargeback evidence, draft Mail Order Rule delay notices and fix product feed gaps, while the owner decides refunds and disputes.
- Fashion boutiques28 workflowsAn agent can give each stylist a weekly client list for new arrivals, read size-run sell-through, draft listings from care labels and plan markdowns for the owner to approve.
- Grocery and specialty food18 workflowsAn agent can match FDA recalls to what the store stocks, draft vendor orders and counter cut lists, catch invoice cost changes and keep traceability receiving records in order.
- Florists16 workflowsAn agent can check sympathy orders against the service time and place, draft delivery routes, review wire orders against the shop's rules and plan holiday prebooks for the owner.
Auto and transport
Auto repair shops, used car dealers and courier and trucking firms deal in vehicles, schedules and regulated paperwork: estimates and authorizations, titles and buyers guides, inspection reports and driver files. An agent chases approvals and documents, flags missing records and expiring dates, and drafts customer updates. Diagnosis, whether a vehicle is safe, financing terms, prices, hours-of-service decisions and claim outcomes stay with qualified people.
- Auto repair shops13 workflowsAn agent can send repair order status updates, turn inspection findings into plain-English notes and follow up on declined work, all approved by the service advisor first.
- Used car dealers13 workflowsAn agent can answer internet leads with stock checked, draft listings from the facts on file, check ads and Buyers Guides, and keep title and plate updates moving for buyers.
- Courier, delivery and trucking11 workflowsAn agent can answer proof-of-delivery questions, clean up tomorrow's orders before routing, build invoices from completed deliveries and track open inspection defects for the fleet.
Education and community
Tutoring centres, childcare programmes, nonprofits and driving schools serve students, families, donors and volunteers, often with a small office and many schedules. An agent handles enrolment and scheduling logistics, keeps clearance and certificate dates in view, and drafts reminders, receipts and reports for approval. Anything about a child's needs, safety or wellbeing, ratios, certificates, donor receipts and gift amounts, and grant reports stay with people, and children's data stays out of AI tools.
- Tutoring and learning centres11 workflowsAn agent can answer parent enquiries, suggest tutor matches, turn session notes into parent updates and check delivered sessions before tutor pay.
- Childcare and daycare13 workflowsAn agent can handle tour requests, tuition reminders, staff schedule drafts and food program paperwork for a childcare centre, with no child data in any AI tool.
- Nonprofits11 workflowsAn agent can draft gift acknowledgments, reconcile online gifts with payouts, draft grant reports and keep donor preferences consistent across every list.
- Driving schools11 workflowsAn agent can draft the weekly behind-the-wheel schedule, send lesson reminders with a parent copy, write progress notes and track instructor licences.
Manufacturing and wholesale
Job shops, wholesale distributors and print and sign shops quote, schedule, buy, build and ship to business customers. Estimators, planners, buyers and shipping staff move a constant flow of drawings, purchase orders, proofs and invoices. An agent drafts quotes for checking, matches orders and deliveries, flags late jobs and missing documents, and tidies customer messages. Prices, lead times, credit terms, quality dispositions, proof approval and safety decisions stay with people.
- Small manufacturers and job shops22 workflowsAn agent can turn RFQs into estimate sheets, check purchase orders against quotes, flag jobs at risk of shipping late and compare job costs with what was quoted.
- Wholesale distributors18 workflowsAn agent can turn emailed purchase orders into draft sales orders, warn customers about backorders early, draft vendor claims and research deductions.
- Print and sign shops15 workflowsAn agent can check customer files on arrival, chase unapproved proofs, turn loose quote requests into spec sheets and track deposits and pickup balances.
Creative services and events
Photographers, event and wedding planners and event venues sell a date and a result. Much of the work is inquiries, contracts, timelines, vendor coordination and delivery after the day. An agent sorts inquiries, holds and confirms details, builds timelines and checklists, and drafts client messages for approval. Creative choices, prices and minimums, contract terms, releases and liability questions, capacity figures, and everything on the day itself stay with people.
- Photographers and videographers11 workflowsAn agent can reply to inquiries after checking the date, draft wedding-day timelines, brief second shooters and check balances before galleries go out.
- Event and wedding planners13 workflowsAn agent can qualify planning enquiries, run vendor confirmation rounds, roll RSVPs into meal counts and track each client's vendor payment due dates.
- Event venues14 workflowsAn agent can answer venue enquiries with real availability, chase tentative holds, keep deposits on schedule and draft final bills from the BEO and actuals.
Some designs suit any business: answering the same questions, chasing invoices, sorting the inbox.
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