| ID / Name | Triplet | Vertical | Capabilities | Description |
|---|---|---|---|---|
|
Bookkeeping transaction categorization smb-accounting-bookkeeping-categorization |
smb prof-services finance | accounting | inference retrieval evaluation | Auto-categorize bank/CC transactions by client, learn from corrections, surface anomalies, draft month-end review. |
|
Tax prep client data collection smb-accounting-tax-prep-data-collection |
smb prof-services operations | accounting | inference retrieval agentic multimodal evaluation | Annual organizer pre-fill from prior year, smart questionnaire flow, document chase, missing-info nudges. |
|
Agency creative brief + concept gen smb-agency-creative-brief-generation |
smb prof-services product | agency | inference retrieval multimodal evaluation | Turn client kickoff notes into creative briefs, concept directions, mood-board source pulls, internal review. |
|
Consulting research + market synthesis smb-consulting-research-synthesis |
smb prof-services product | consulting | inference retrieval evaluation | Industry primer drafting, expert-call summaries, competitor benchmarking pulls, source-attributed insight library. |
|
Legal billable time capture + narrative smb-law-billable-time-capture |
smb prof-services finance | law | inference retrieval agentic evaluation | Auto-capture billable time from calendar/email/docs, draft client-friendly time-entry narratives, surface unbilled work. |
|
Law firm conflict check + matter intake smb-law-conflict-check |
smb prof-services operations | law | inference retrieval agentic evaluation | New-client conflict-of-interest screening across history; draft engagement letter; collect retainer + IOLTA setup. |
|
Legal document drafting (contracts, demand letters) smb-law-document-drafting |
smb prof-services operations | law | inference retrieval evaluation | First-draft contracts, demand letters, motions from firm templates + matter facts; track changes for attorney review. |
|
Appointment booking (voice + chat) smb-prof-services-appointment-booking-voice |
smb prof-services operations | inference retrieval voice agentic evaluation | Phone + chat booking: slot finding, conflict resolution with calendar, confirmation, deposit collection where applicable. | |
|
AR collections & dunning automation smb-prof-services-ar-collections-dunning |
smb prof-services finance | inference retrieval agentic evaluation | Automated payment-reminder cadences for unpaid invoices: polite first reminder, escalating tone, payment links, exception flagging for accounts needing human follow-up. | |
|
Cash flow forecasting & alerts smb-prof-services-cash-flow-forecast |
smb prof-services finance | inference retrieval evaluation | Project cash position 4-13 weeks out from AR/AP/payroll trends. Alert on shortfall risk before it bites. | |
|
License + compliance deadline reminders smb-prof-services-compliance-deadline-reminders |
smb prof-services operations | inference retrieval agentic evaluation | Track licensing, certifications, tax deadlines, OSHA filings; remind responsible parties; pre-fill forms where possible. | |
|
Long document summarization smb-prof-services-document-summarization |
smb prof-services cross | inference retrieval multimodal evaluation | Summarize contracts, research papers, board decks, regulatory filings into executive-friendly briefs with cited extracts. | |
|
Email nurture + drip sequences smb-prof-services-email-nurture-sequences |
smb prof-services marketing | inference retrieval agentic evaluation | Segment-aware drip drafting, subject-line A/B tests, send-time optimization, suppression logic for engaged buyers. | |
|
Expense + receipt categorization smb-prof-services-expense-receipt-categorization |
smb prof-services finance | inference multimodal evaluation | OCR receipts, categorize against chart-of-accounts, flag missing approvals, sync to accounting. Eliminates the monthly receipt-reconciliation slog. | |
|
Inbound lead response + qualification smb-prof-services-inbound-lead-response |
smb prof-services sales | inference retrieval agentic voice evaluation | Sub-5-minute response to inbound leads: qualify against ICP, ask 2-3 discovery questions, route to right rep, book meeting. | |
|
Local SEO blog + landing pages smb-prof-services-local-seo-blog-content |
smb prof-services marketing | inference retrieval evaluation | Geo+intent keyword research, on-brand long-form drafts, internal-link suggestions, schema markup hints. | |
|
Newsletter content generation smb-prof-services-newsletter-content-generation |
smb prof-services marketing | inference retrieval evaluation | Weekly/biweekly newsletter drafting in voice: curate topics, draft sections, generate subject lines, optimize CTAs. | |
|
No-show reminders + reconfirmation smb-prof-services-no-show-reminder-cadence |
smb prof-services operations | inference agentic voice | Multi-channel (SMS / voice / email) reminder cadence with confirmation capture; auto-rebook from waitlist on cancellation. | |
|
Outbound cold email personalization smb-prof-services-outbound-cold-email |
smb prof-services sales | inference retrieval agentic evaluation | Researched first-line personalization at scale: scrape signal, draft sequences with the right hook, A/B test messaging. | |
|
Quote / estimate generation smb-prof-services-quote-estimate-generation |
smb prof-services sales | inference retrieval agentic multimodal evaluation | Customer describes job, AI scopes it, prices from price list, drafts proposal with SOW and terms — sent within minutes. | |
|
Review response + reputation management smb-prof-services-review-response-reputation |
smb prof-services marketing | inference retrieval evaluation | Monitor Google/Yelp/industry-specific review sites; draft on-brand responses; escalate complaints to ops; track NPS sentiment. | |
|
Sales call summarization + CRM update smb-prof-services-sales-call-summarization |
smb prof-services sales | inference voice agentic evaluation | Transcribe calls, extract decisions/action items, draft follow-up email, update CRM stage + notes — all hands-off. | |
|
Tier-1 FAQ deflection chat smb-prof-services-tier-1-faq-deflection |
smb prof-services support | inference retrieval agentic evaluation | Answer high-volume product/service questions from knowledge base; escalate ambiguous or sentiment-negative threads to humans. | |
|
Property mgmt tenant communications + maintenance triage smb-property-mgmt-tenant-comms |
smb prof-services support | property-mgmt | inference retrieval voice agentic multimodal evaluation | Tenant maintenance request triage (severity, vendor routing), rent reminders, lease renewal nudges, complaint escalation. |
|
Real estate listing description gen smb-real-estate-listing-descriptions |
smb prof-services marketing | agent | inference multimodal evaluation | On-brand listing descriptions from MLS data + agent notes + photos; multiple variants per platform; compliance check. |
|
Real estate showing scheduling smb-real-estate-showing-scheduling |
smb prof-services operations | agent | inference voice agentic evaluation | Coordinate showings between buyer/seller agents, lockbox codes, feedback capture post-showing, conflict resolution. |
|
AR collections & dunning automation smb-restaurant-ar-collections-dunning |
smb restaurant finance | inference retrieval agentic evaluation | Automated payment-reminder cadences for unpaid invoices: polite first reminder, escalating tone, payment links, exception flagging for accounts needing human follow-up. | |
|
Cash flow forecasting & alerts smb-restaurant-cash-flow-forecast |
smb restaurant finance | inference retrieval evaluation | Project cash position 4-13 weeks out from AR/AP/payroll trends. Alert on shortfall risk before it bites. | |
|
Restaurant catering inquiry handling smb-restaurant-catering-inquiries |
smb restaurant sales | catering | inference retrieval agentic voice evaluation | Qualify catering inquiries (event size, date, dietary needs), build menu suggestions + price estimate, schedule tasting. |
|
License + compliance deadline reminders smb-restaurant-compliance-deadline-reminders |
smb restaurant operations | inference retrieval agentic evaluation | Track licensing, certifications, tax deadlines, OSHA filings; remind responsible parties; pre-fill forms where possible. | |
|
Expense + receipt categorization smb-restaurant-expense-receipt-categorization |
smb restaurant finance | inference multimodal evaluation | OCR receipts, categorize against chart-of-accounts, flag missing approvals, sync to accounting. Eliminates the monthly receipt-reconciliation slog. | |
|
Restaurant food cost + waste analysis smb-restaurant-food-cost-variance |
smb restaurant finance | full-service | inference retrieval evaluation | Daily food cost reconciliation, recipe-cost vs actual variance, waste pattern detection, theoretical-vs-actual reporting. |
|
Inventory reorder + variance alerts smb-restaurant-inventory-reorder-triggers |
smb restaurant operations | inference retrieval evaluation | Watch SKU velocity, predict stockout dates, draft purchase orders for review, flag unusual variance for investigation. | |
|
Restaurant online ordering + menu Q&A smb-restaurant-online-ordering |
smb restaurant support | fast-casual | inference retrieval agentic evaluation | Menu questions (allergens, spice level, customizations), order modifications, status updates, recovery offers on delays. |
|
Restaurant phone reservations smb-restaurant-phone-reservations |
smb restaurant operations | full-service | inference voice agentic evaluation | Voice agent takes reservations during prep/service; checks seating availability; sends SMS confirmation; flags VIPs. |
|
Review response + reputation management smb-restaurant-review-response-reputation |
smb restaurant marketing | inference retrieval evaluation | Monitor Google/Yelp/industry-specific review sites; draft on-brand responses; escalate complaints to ops; track NPS sentiment. | |
|
Social media content + scheduling smb-restaurant-social-content-scheduling |
smb restaurant marketing | inference multimodal agentic evaluation | Calendar planning, on-brand post drafting (caption + image direction), platform-specific reformatting, engagement triage. |