Custom AI Assistants
Modern teams spend hours searching for information, drafting documents, updating systems, and stitching together details across emails, files, and tools. Custom AI Assistants remove that burden by working directly inside the platforms your team already uses.
They help write, summarize, search, update, and execute routine tasks so your staff can focus on the work that actually moves the organization forward. These assistants are not chatbots. They are practical, context-aware helpers that understand your workflows, your terminology, and your systems.
What Custom AI Assistants Can Do
AI Assistants are designed to support teams across Manufacturing, Healthcare, and B2B Services with real, day-to-day operational work.
Writing and Documentation Support
Create proposals, emails, reports, SOPs, summaries, and instructions
Convert long notes, logs, and conversations into clear summaries
Prepare next steps and follow-up drafts automatically
Impact: Faster documentation, fewer revisions, and clearer communication across teams.
Search and Knowledge Retrieval
Search across files, emails, PDFs, and records
Pull the right version of a document instantly
Answer questions based on your internal knowledge and data
Impact: Teams find the right answers instantly, reduce time spent searching, and make decisions with confidence using a single source of truth.
System-Friendly Actions
CRM updates inside Salesforce, HubSpot, Zoho, or custom CRMs
ERP documentation and field updates
EMR administrative assistance such as notes, intake, file routing
Guidance inside workflow tools including Jira, Asana, ClickUp, or service desks
Impact: Work gets completed directly inside your existing systems, keeping records accurate, workflows uninterrupted, and teams moving without manual rework.
Process Awareness
Understand your terminology, templates, and requirements
Recommend next steps based on the task or workflow
Organize scattered updates into a clean timeline or summary
Impact: Tasks move forward with fewer handoffs, clearer next steps, and less back-and-forth — even as workflows grow more complex.
Industry-Specific Value
Manufacturers
AI assistants support engineering, quality, operations, and procurement teams by writing documents, updating ERP fields, refining logs, organizing specs, and helping with reporting. They help teams find instructions, pull product details, and maintain consistent records.
Healthcare
(Administrative Workflows Only)
Assistants help staff convert documents into EMR fields, summarize histories and referrals, prepare authorization packets, organize clinical documents, and route admin information to the correct department. They reduce administrative load without affecting clinical decision making.
B2B Services
Assistants help teams prepare proposals, summarize client meetings, update CRM notes, draft onboarding documentation, and manage customer communications. They also assist with internal reporting and task follow-ups.
Education Providers
AI assistants convert applications, forms, and documents into structured SIS and LMS updates. They organize student records, prepare onboarding and compliance packets, and route requests automatically, reducing admin workload and keeping operations consistent.
What This Means for Your Team
Reduce time spent on documentation by fifty to eighty percent
Improve the clarity and consistency of communication
Complete admin-heavy tasks with far less manual effort
Give staff faster access to the information they need
Maintain clean and up-to-date records across systems
Impact: Your team works faster, communicates more clearly, and completes admin-heavy work with less effort — all without changing tools or adding new software.
Results You Can Expect
Shorter turnaround times on documents
Faster responses to customers, patients, and partners
Cleaner, more consistent system data
Reduced administrative overhead
A more aligned and productive organization
Trusted by business leaders across healthcare, manufacturing & B2B services.
We help small and mid-sized teams automate daily work, improve accuracy, and reclaim time, without changing their existing systems.
90%
faster reporting
Engineering proposals automated
Access Industrial cut proposal prep from 8 hrs → 30 mins, improving accuracy and client trust.
2X
client growth
SaaS scalability achieved
Kaizenify doubled its customer base after full-stack rebuild and AI integration.
80+
hours saved / month
Manual work eliminated
United City Yachts automated lead assignments, reclaiming staff time and reducing missed deals.
5M+
content items indexed
AI knowledge agent deployed
LivingLies transformed a static site into a searchable legal intelligence hub.
100%
system uptime
Post-migration stability restored
Family Office Access overcame failed builds and launched a secure investor-founder platform.
85%
reduction in manual data entry
ERP middleware automation
Fishbowl ERP cut daily manual entry from ~12 hrs to under 2 hrs, created a unified data workflow, and accelerated order processing with automated PO imports, syncing, and reconciliation.
