From everyday tasks to complex workflows, your AI team can take on the work that's slowing you down.
Nova
Operations Soli
Process customer documents
✓ Completed
Atlas
Research Soli
Research competitors
✓ Completed
Lumen
Marketing Soli
Prepare marketing campaign
○ Draft Ready
Orion
Finance Soli
Review supplier invoices
○ Ready for Review
Illustrative tasks · Configured for each business. Soli identity treatments are provisional.
What can your AI team do?
Explore the everyday work your Solis can take off your plate.
24 examples across six functions. Built around your business, rather than a fixed catalog of agents.
01
Organize incoming inquiries, capture relevant details, and prepare leads for your sales team.
The task
Incoming inquiries need to be organized for your sales team.
What your Soli does
Organize incoming inquiries, capture relevant details, and prepare leads for your sales team.
The result
Organized lead information, ready for your sales team.
02
Prepare personalized follow-ups and help keep customer conversations moving.
The task
Customer conversations need relevant follow-up drafts.
What your Soli does
Prepare personalized follow-ups and help keep customer conversations moving.
The result
Personalized follow-up drafts for your team to review.
03
Gather customer requirements and prepare quotation drafts using available business data.
The task
Customer requirements need to become a quotation draft.
What your Soli does
Gather customer requirements and prepare quotation drafts using available business data.
The result
A quotation draft based on available business data, ready for review.
04
Handle routine inquiries using authorized business information and escalate when needed.
The task
Customers need answers to routine business inquiries.
What your Soli does
Handle routine inquiries using authorized business information and escalate when needed.
The result
Answers grounded in authorized information, with escalation where needed.
01
Extract information from incoming documents, organize files, and prepare records in your existing systems.
The task
Customer documents arrive by email and need to be reviewed, organized, and entered into your CRM.
What your Soli does
Reads the documents, extracts relevant details, organizes the files, and prepares a CRM record.
The result
An organized customer file and a prepared CRM record, ready for review.
Nova
Operations Specialist
02
Turn emails, forms, and documents into structured CRM updates, with review where needed.
The task
Emails, forms, and documents need to become structured records.
What your Soli does
Turn emails, forms, and documents into structured CRM updates, with review where needed.
The result
Prepared CRM updates, with review where needed.
03
Gather information from your business tools and prepare regular operational reports.
The task
Your team needs regular operational reports from business information.
What your Soli does
Gather information from your business tools and prepare regular operational reports.
The result
Prepared operational reports from your business tools.
04
Track routine tasks, coordinate follow-ups, and help your team stay on top of outstanding work.
The task
Routine tasks and follow-ups need coordination.
What your Soli does
Track routine tasks, coordinate follow-ups, and help your team stay on top of outstanding work.
The result
Organized outstanding work and coordinated follow-ups for your team.
01
Extract invoice information, organize supporting documents, and prepare accounting entries.
The task
Invoices and their supporting documents need organizing.
What your Soli does
Extract invoice information, organize supporting documents, and prepare accounting entries.
The result
Organized invoices and prepared accounting entries for review.
02
Categorize expense records and prepare them for review in your accounting workflow.
The task
Expense records need categorization in your accounting workflow.
What your Soli does
Categorize expense records and prepare them for review in your accounting workflow.
The result
Categorized expense records, prepared for review.
03
Identify outstanding payments and prepare appropriate reminder messages.
The task
Outstanding payments need appropriate reminder drafts.
What your Soli does
Identify outstanding payments and prepare appropriate reminder messages.
The result
Prepared payment reminder messages for your team to review.
04
Compare available financial records, identify potential discrepancies, and prepare items for human review.
The task
Available financial records need comparison.
What your Soli does
Compare available financial records, identify potential discrepancies, and prepare items for human review.
The result
Potential discrepancies and prepared items for human review.
01
Research product information and prepare product listings for your online store.
The task
Product information needs to become an online-store listing.
What your Soli does
Research product information and prepare product listings for your online store.
The result
Prepared product listing drafts for review.
02
Sort, prepare, and organize product images for use in your digital catalog.
The task
Product images need organizing for your digital catalog.
What your Soli does
Sort, prepare, and organize product images for use in your digital catalog.
The result
Prepared and organized catalog imagery.
03
Draft marketing content based on your business information and requirements.
The task
Business information and requirements need to become marketing content.
What your Soli does
Draft marketing content based on your business information and requirements.
The result
Marketing content drafts, ready to review.
04
Gather campaign information and create draft emails and marketing materials.
The task
Campaign information needs to become draft marketing materials.
What your Soli does
Gather campaign information and create draft emails and marketing materials.
The result
Draft campaign emails and marketing materials for review.
01
Research competitors and prepare structured comparisons of their offerings.
The task
Your team needs a comparison of competitor offerings.
What your Soli does
Research competitors and prepare structured comparisons of their offerings.
The result
A structured competitor comparison.
02
Gather market information and summarize potential business opportunities.
The task
Market information needs organizing around potential opportunities.
What your Soli does
Gather market information and summarize potential business opportunities.
The result
A summary of potential business opportunities.
03
Prepare company profiles using accessible and authorized information sources.
The task
Your team needs a company profile from authorized information.
What your Soli does
Prepare company profiles using accessible and authorized information sources.
The result
A prepared company profile from accessible, authorized sources.
04
Organize available data and prepare summaries that help your team make decisions.
The task
Available information needs organizing for your team's decisions.
What your Soli does
Organize available data and prepare summaries that help your team make decisions.
The result
Organized information and prepared decision-support summaries.
01
Prepare onboarding materials, organize documents, and coordinate onboarding tasks.
The task
New employees need organized onboarding materials and tasks.
What your Soli does
Prepare onboarding materials, organize documents, and coordinate onboarding tasks.
The result
Prepared onboarding materials, documents, and coordinated tasks.
02
Classify and organize employee documents within authorized systems.
The task
Employee documents need classification within authorized systems.
What your Soli does
Classify and organize employee documents within authorized systems.
The result
Classified and organized employee documents.
03
Help employees find information from approved internal knowledge resources.
The task
Employees need information from approved internal knowledge resources.
What your Soli does
Help employees find information from approved internal knowledge resources.
The result
Information grounded in approved internal resources.
04
Organize applications, prepare candidate summaries, and coordinate recruitment tasks for human review.
The task
Applications and recruitment tasks need organizing for human review.
What your Soli does
Organize applications, prepare candidate summaries, and coordinate recruitment tasks for human review.
The result
Organized applications, prepared candidate summaries, and coordinated tasks for human review.
Don't see your task? We can build a Soli around it.
Illustrative examples · Capabilities depend on configured tools, permissions and the feasibility of your requirements.
See the work getting done.
From the first request to the finished result, see how Solis can take care of everyday business workflows.
Customer operations
From paperwork to prepared records.
“Process these customer documents and prepare their records.”
Incoming files
Customer form.pdf
PDF
Company details.pdf
PDF
Received by email. Waiting to be organized and entered into the CRM.
Nova
Operations Specialist
Reads and organizes the documents. Extracts customer information. Identifies missing details. Prepares records in the connected CRM.
Customer Records Ready for Review Customer Acme Studio CRM record Prepared draft ✓ Documents organized ✓ Customer information extracted ✓ CRM records prepared ○ Missing information flagged
E-commerce
From product information to store-ready listings.
“Prepare listings for these 20 products.”
Product specifications.xlsx
Product images / shared folder
Source information to research and organize.
Atlas
Research Specialist
Researches specifications and gathers relevant product information.
Lumen
Marketing Specialist
Prepares descriptions, organizes images, and creates drafts in the connected store.
20 Product Listings Drafts Ready Arc desk lamp Adjustable head
Powder-coated steel Draft listing Stoneware mug Matte ceramic
350 ml capacity Draft listing Steel water bottle Brushed steel
600 ml capacity Draft listing ✓ Product specifications gathered
✓ Descriptions prepared ✓ Images organized
✓ Store drafts created ○ Awaiting approval to publish
Sales
From new inquiries to ready-to-send responses.
“Review our new inquiries and prepare responses for the sales team.”
Incoming inquiries
New service inquiry
Northline Studio
Proposal request
Evergreen Partners
Nova
Operations Specialist
Atlas
Research Specialist
Nova organizes inquiries and lead information. Atlas researches each company. Together they prepare responses and follow-up actions.
Sales Opportunities Ready for Review Northline Studio Lead information organized
Company context prepared Prepared response / draft Thanks for your inquiry. Our team will review your requirements and follow up with a tailored proposal. ✓ New leads organized
✓ Company research completed ✓ Responses drafted
✓ Follow-up tasks prepared The sales team reviews important communications before sending.
Illustrative scenarios · Fictional files, products and prospects. Prepared records, listings and communications remain subject to review.
Your business isn't one-size-fits-all. Neither is your AI team.
Every business works differently. We build Solis around your processes, your tools, and the work you need done.
Your business needs
Process supplier quotations
Coordinate property maintenance
Prepare insurance applications
Manage customer renewals
Organize legal documents
Built around your work.
Your custom Solis
Different roles. Shaped by what you need.
What's taking up your time?
Tell us about the work you'd love to hand off. We'll explore how your AI team can help.
