CRM updates from meeting notes
Agent that reads notes, proposes field updates, and logs activities after manager approval.
Laiss OSH AI
Agentic workflows that act in your tools — CRM, ERP, ticketing, and internal systems.
Reference projects we have delivered or prototyped with clients — not off-the-shelf products. Contact us to scope a similar build for your organisation.
Agent that reads notes, proposes field updates, and logs activities after manager approval.
Extract, validate, and route supplier invoices into ERP with exception handling.
Classify incoming requests, suggest replies, and assign owners based on playbooks.
Prioritises inbox traffic, drafts responses from templates, and queues approvals.
Coordinates internal and client meetings across time zones with calendar policy rules.
Matches receipts to categories, flags policy exceptions, and posts to finance tools.
Triggers IT, HR, and manager tasks from a hire record with status tracking.
Normalises vendor quotes, highlights deltas, and prepares committee summaries.
Names, tags, and files uploads into SharePoint or DMS folders with retention rules.