Sales & leads
Every web lead answered in minutes, with context
A form submission is researched, scored and answered with a reply that addresses what the person asked, and a meeting link if they fit.
Starts when
Someone submits your contact form.
What happens
- Look up the company and check your CRM for prior contact
- Score the lead against the criteria you define
- Draft a reply that answers their question and proposes a next step
- Create the CRM record and assign an owner
In more detail
An automation like this reads each contact-form submission, checks your CRM and mailbox for any earlier contact with that person, and scores the inquiry against criteria you write down, such as service area, job type and size. It drafts a reply that answers what they asked using only answers you have approved, adds your booking link when the lead fits, and prepares the CRM record with a short summary and a suggested owner. A person reviews and approves each reply before it goes out; you can later decide some categories are safe to send without review. It needs your form to send to an inbox or a webhook, read access to your CRM, a short list of approved answers, and someone available to approve drafts during business hours. Texting leads needs a consent record and registered business texting. Fenrir Labs could design this around the CRM you already use.
You stay in control
You choose whether replies send immediately or wait for a quick review.
Connects to
- Website form
- CRM
- Email
- Calendar
Questions we would ask you
- Which form tool runs the website, and where do submissions go today (an inbox, the CRM, a spreadsheet)?
- How many form leads arrive per week, and what share are spam or out of area?
- What makes a lead worth a meeting? Write the three to five criteria.
- Which answers may be given in writing without the owner (prices, lead times, service area)?
- Which CRM do you use, who owns new leads, and how are they assigned today?
Discuss this further with the Live Agent
Sales & leads
Sales calls written up for you
After each call the CRM is updated with a summary, the objections raised, the agreed next steps and a drafted follow-up email.
Starts when
A recorded sales call ends.
What happens
- Summarize needs, budget, decision process and objections
- Update the deal stage and fields in the CRM
- Create follow-up tasks with dates
- Draft the follow-up email in the salesperson's voice
In more detail
An automation like this takes the recording of a sales call or video meeting, transcribes it, and writes a short summary of what the customer needs, budget signals, who decides, objections and agreed next steps, with a quote from the call behind each point. It proposes updates to the deal in your CRM, creates follow-up tasks with dates, and drafts a follow-up email in the salesperson's style. The salesperson reviews the summary, the CRM changes and the email, and nothing is saved or sent until they approve it. It needs calls that are already recorded on a phone system or meeting platform, a CRM, and a recording notice for callers, since several states require everyone's consent to record. Transcription and summaries can run on a machine in your office when call content is confidential. For ordinary video meetings, an off-the-shelf notetaker may be the simpler choice.
You stay in control
The salesperson reviews the email before sending.
Connects to
Questions we would ask you
- Where do sales conversations happen: business phone, mobile phones, Zoom, Teams, in person?
- Are calls recorded today, and do you tell callers they are recorded?
- Do you sell to customers in all-party consent states such as California or Florida?
- Which CRM fields do you wish were always filled in after a call?
- How do salespeople write follow-up emails today, and how long after the call?
Discuss this further with the Live Agent
Sales & leads
Quote follow-up that stops when they reply
Every open quote is followed up on a sensible schedule with messages that refer to the actual quote, and the sequence ends the moment the customer answers.
Starts when
A quote has had no response for three days.
What happens
- Check the inbox and CRM for any reply or meeting
- Draft a follow-up that mentions the specifics of the quote
- Vary the message and channel on each attempt
- Hand the quote to its owner with a summary after the final attempt
In more detail
An automation like this watches your open quotes and, when one has had no answer for a few days, checks your inbox, CRM and calendar for any reply, call or meeting. If the customer has been in touch, it stops. If not, it drafts a short follow-up that mentions the actual job, amount and options, with a different angle each time, on a schedule you set, usually two or three attempts. After the last attempt it hands the quote back to its owner with a summary. A person reviews and sends each message at first; email is the default, and texts are only for customers who agreed to receive them, with registered business texting and quiet hours respected. It needs quotes recorded in one system, such as QuickBooks, Xero, a CRM or a trade quoting tool, and access to the mailbox the quotes were sent from.
You stay in control
You approve the schedule and tone; individual messages can be reviewed or sent directly.
Connects to
Questions we would ask you
- Where are quotes created and stored, and does that system record accepted and declined status?
- How many quotes go out per month, and what share get no answer at all?
- What follow-up schedule do you use now, if any, and who does it?
- Do you text customers today? How did they agree to receive texts?
- When should a quote be considered dead, and who decides?
Discuss this further with the Live Agent
Marketing & reviews
Dormant customers brought back
Customers who have gone quiet are identified and contacted with a message based on what they bought before and what has changed since.
Starts when
A customer passes the inactivity period you set.
What happens
- Find customers whose buying pattern has broken
- Review their history and any unresolved complaint
- Draft a personal message with a relevant reason to return
- Route warm replies to the right salesperson
In more detail
An automation like this looks through your invoice history to find customers who used to buy regularly and have stopped, based on each customer's own buying rhythm or an inactivity period you choose. It leaves out anyone with an open complaint, dispute or unpaid balance and lists them separately for you. For the rest, it drafts a short personal message based on what they bought before and a reason to return that you have approved. You approve each campaign's audience and offer and can read any message before it goes out; replies are sorted and passed to the right salesperson. It needs invoices that name real customers, ideally a year or more of history in QuickBooks or Xero, and an unsubscribe record. Marketing emails must include your postal address and an opt-out.
You stay in control
You approve each campaign's audience and offer.
Connects to
Questions we would ask you
- Do your invoices name the actual customer, and how many years of history are in the accounting system?
- What is a normal buying cycle for your customers, and does it differ by customer type?
- How many customers would you guess have gone quiet in the past year?
- What reasons to come back can you honestly offer (new service, seasonal need, price change)?
- Do you use an email marketing tool, and do customers on it have a recorded opt-in?
Discuss this further with the Live Agent
Customer service
Shared inbox triage
Messages to info@ and support@ are sorted, tagged, assigned and given a drafted reply, so nothing sits unread and nobody answers the same email twice.
Starts when
A message arrives in a shared mailbox.
What happens
- Classify the message: sales, support, billing, supplier or spam
- Assign it to the right person or queue with a priority
- Draft a reply using your policies and the sender's history
- Warn the team when a message is close to breaching your response target
In more detail
An automation like this reads each new message in a shared mailbox such as info@ or support@, sorts it into categories you choose, such as sales, support, billing, supplier or spam, sets a priority and assigns it to the right person. For common questions it drafts a reply using your written policies and the sender's history, and saves it as a draft in the same thread. Staff review and send every reply; later you can decide that a simple category, like application acknowledgements, may be sent automatically. The team is warned when a message is close to missing your response target. It needs a shared mailbox in Microsoft 365 or Google Workspace, an administrator who can grant access to that one mailbox, a short category list with owners, and written answers to common questions. The message text can be processed on a machine in your office.
You stay in control
Staff send every reply until you decide a category is safe to automate.
Connects to
Questions we would ask you
- Which addresses are shared, how many messages arrive per day, and how many people answer them?
- Is the mailbox in Microsoft 365, Google Workspace or something else, and who is the admin?
- What categories would you sort into, and who owns each?
- What response time do you promise or want, by category?
- Has a message ever been missed or answered twice? What happened?
Discuss this further with the Live Agent
Customer service
A website assistant that answers from your own documents
Visitors get accurate answers drawn only from your policies, price lists and service descriptions, and are handed to a person when the question goes beyond them.
Starts when
A visitor asks a question on your website.
What happens
- Find the relevant passages in the documents you have approved
- Answer in plain language and link to the source page
- Collect contact details and the request when a person is needed
- Log unanswered questions so the content can be improved
In more detail
An automation like this puts a chat assistant on your website that answers visitors' questions using only documents you approve, such as service descriptions, price lists, policies and FAQs, and links each answer to its source. It says clearly that it is automated. When a question goes beyond your documents, or someone wants a quote, a booking or a person, it collects their contact details and request and passes them to your team as a lead or ticket. Unanswered questions are logged so you can improve your content. Unlike most examples here, individual answers are not approved one by one; you control the source documents and the topics it must refuse, and review the log. It needs current written content, a person who handles handoffs, and access to add a script to your website. Many ready-made chat products already do this well, so buying one is often the right answer.
You stay in control
You control the source documents; the assistant does not answer beyond them.
Connects to
- Website
- Document library
- CRM
Questions we would ask you
- What do website visitors ask most often today, by email or phone?
- Which documents are current and approved to be quoted? Who keeps them current?
- Which topics must the assistant refuse (prices, legal or medical questions, account details)?
- Where should handoffs go, and who answers them, including evenings and weekends?
- What website platform do you use, and who can add a script to it?
Discuss this further with the Live Agent
Customer service
Voicemails turned into tickets
Each voicemail becomes a written ticket with the caller identified, the request summarized and the urgency set, in the same queue as your emails.
Starts when
A voicemail is left on any business line.
What happens
- Transcribe the message and identify the caller
- Summarize the request and set the urgency
- Create the ticket and assign it
- Text the caller an acknowledgement with a reference
In more detail
An automation like this turns each voicemail on your business lines into a written ticket in the same queue as your email. It transcribes the message, identifies the caller from their number using your customer records, summarizes the request in a few lines, sets an urgency from rules you write, and assigns it to the right person with the recording attached. Urgent messages can alert an on-call person. If you choose, selected callers can receive a short text acknowledgement with a reference number, but only with their consent and registered business texting; at first a person would send those. It needs a phone system that can email voicemails or provide them by API, contacts with phone numbers, and a queue someone works. Transcription can run on a machine in your office, which matters when voicemails contain personal details.
You stay in control
You choose who is acknowledged automatically.
Connects to
Questions we would ask you
- Which phone system do you use, and can it email voicemails today?
- How many voicemails arrive per day, and when (after hours, lunch, weekends)?
- Who listens to voicemail now, and how long until callers get a callback?
- What makes a message urgent in your business? Who should be alerted, and how?
- Where should the written item go: a help desk, a shared inbox, a CRM?
Discuss this further with the Live Agent
Finance & billing
Bills read, coded and queued for approval
Supplier bills arriving by email are read, matched to orders, coded the way you coded them last time and routed to the right approver.
Starts when
A bill arrives in the accounts-payable inbox.
What happens
- Read the supplier, amounts, due date and line items
- Check for duplicates and match to a purchase order where one exists
- Suggest the account, department and job coding
- Route to the approver for that supplier or amount
In more detail
An automation like this reads supplier bills as they arrive in your accounts-payable inbox: supplier, invoice number, dates, amounts, tax and line items. It checks that the totals add up, looks for duplicates, matches the bill to a purchase order or job if there is one, and suggests coding based on how you coded that supplier before. It then sends the bill to the right approver under rules you set. Each bill is approved by a person before it is entered in QuickBooks or Xero, and nothing is paid by the automation. Any change to a supplier's bank details is flagged for a phone check. It needs one inbox for bills, a clean supplier list and chart of accounts, and a written approval matrix. Several established products already do this at low cost, so they are worth comparing first.
You stay in control
Each bill is approved by a person before payment is scheduled.
Connects to
- Email
- Accounting
- Purchase orders
- Chat
Questions we would ask you
- How many supplier bills arrive per month, and how (email PDF, paper, supplier portal)?
- Who enters them today, in which system, and how long does it take?
- Do you use purchase orders or job numbers that appear on bills?
- Who approves bills, and by what rules?
- Have you ever paid a bill twice, or been sent a bill with changed bank details?
Discuss this further with the Live Agent
Finance & billing
Past-due reminders that use judgment
Late invoices are chased politely and persistently, with the invoice attached, a payment link included and the tone adjusted to the customer's record.
Starts when
An invoice becomes overdue.
What happens
- Check whether payment is in transit or a dispute is open
- Draft a reminder appropriate to the amount, age and relationship
- Record replies and promised dates
- Escalate to a phone call list when reminders are not working
In more detail
An automation like this checks your overdue invoices each day and decides whether a reminder is appropriate: it holds off if a payment is on its way, the customer has promised a date, there is an open dispute, or the customer is on your list of key accounts. Otherwise it drafts a reminder with the invoice attached and a payment link, with a tone that fits the amount, how late it is and the customer's history. It reads replies, records promised dates and disputes, and moves invoices to a phone-call list when reminders are not working. You set the schedule, and reminders wait for a person's approval; messages to key customers always do. It needs invoices in QuickBooks or Xero with up-to-date payments and a payment link. When customers are households, collection wording rules apply, so the templates should be reviewed by counsel.
You stay in control
You set the schedule; messages to named key customers always wait for review.
Connects to
Questions we would ask you
- How many invoices are overdue at a typical month end, and what is the total?
- Which accounting system and payment methods do you use? Is there a payment link on invoices?
- How quickly are payments recorded after they arrive?
- Who chases today, and how (email, phone, statements)?
- Which customers must never get an automated reminder?
Discuss this further with the Live Agent
Finance & billing
Expense reports from receipt photos
Staff photograph receipts as they go. Reports are assembled, checked against your policy and card statements, and sent to the manager ready to approve.
Starts when
An employee uploads a receipt photo.
What happens
- Read the merchant, date, amount, tax and tip
- Categorize the expense and match it to a card transaction
- Check it against your policy limits
- Assemble the period's report and list missing receipts
In more detail
An automation like this lets staff photograph receipts and send them by email, chat or an upload page. Each receipt is read for merchant, date, amount, tax and tip, given a category, and matched to the right line on the company card statement. It checks each item against your written expense policy, assembles one report per person for the period, and lists card charges that still have no receipt. Managers approve each report, with out-of-policy items highlighted, and approved reports go to your bookkeeper or accounting system. It needs a written expense policy, access to card transactions through your accounting bank feed or a monthly export, and a manager for each employee. Corporate card products such as Ramp or Brex already include this, often at no extra cost, so for most businesses buying one of them is the better choice.
You stay in control
Managers approve each report; out-of-policy items are highlighted.
Connects to
- Mobile phone
- Card statements
- Accounting
Questions we would ask you
- How many people spend company money, and on company cards or personal cards?
- How are receipts collected today, and how many go missing each month?
- Is there a written expense policy? What are its limits?
- Which card issuer and bank are used, and are the cards in the accounting bank feed?
- Who approves expenses, and how quickly?
Discuss this further with the Live Agent
Finance & billing
Renewals and subscriptions watched for you
Auto-renewing contracts and software subscriptions are found in your documents and email, and you are warned ahead of every notice date.
Starts when
A contract or renewal notice is received, or a date approaches.
What happens
- Find the renewal date, notice period and price for each agreement
- Build a calendar of decisions due
- Report usage and price changes before each renewal
- Draft the cancellation or renegotiation message if you choose it
In more detail
An automation like this keeps a list of everything that renews on its own: software, leases, service contracts and insurance. It reads signed contracts and vendor emails, pulls out the renewal date, the notice period and the price, and works out the last day you can cancel. It checks your accounting system, such as QuickBooks Online or Xero, to see what you actually paid. Before each notice date you get a short brief with the price history and the cancellation method. You decide to renew, cancel or renegotiate; if you choose, it drafts the message and you send it yourself. It needs your contracts in one place, read access to your mail and accounting, and someone to confirm each extracted date once. It does not give legal advice about whether a renewal is enforceable.
You stay in control
You make every renew or cancel decision.
Connects to
- Email
- Contracts
- Accounting
- Calendar
Questions we would ask you
- Where are signed contracts kept today, and how many recurring vendors do you have?
- Which renewal surprised you in the last two years, and what did it cost?
- Do you pay software by card, by bill, or both? Are vendors named consistently in QuickBooks or Xero?
- Who decides on renewals, and how far ahead do they want to know?
- Do you use Microsoft 365 or Google Workspace, and is there an admin who can approve an internal app?
Discuss this further with the Live Agent
Documents & complianceHybrid option
Ask-your-documents search for the whole team
Staff ask a question in plain language and get an answer with the exact passages and file links, drawn from the folders they are allowed to see.
Starts when
A team member asks a question.
What happens
- Search across shared drives, email archives and scanned files
- Answer with quotations and page references
- Respect each person's existing file permissions
- Say so when the documents do not contain an answer
In more detail
An automation like this lets your team ask questions of your own files in plain language and get an answer with exact quotations, the file name, the page and a link. It searches the shared drives, email archive and scanned files a person is already allowed to open, and says so when the documents do not hold an answer. Fenrir Labs could design it to run on a machine in your office, so contracts and HR files are not sent to a cloud AI service. It needs file permissions you trust, a list of folders in scope, and a computer with a capable graphics card. If you already use Microsoft 365 Copilot or Google Workspace with Gemini and are comfortable with cloud processing, those may already do this. Answers always show their sources so people can check them.
You stay in control
Answers always show their sources so they can be checked.
Connects to
- Document storage
- Email archive
- Local AI server
Questions we would ask you
- Where do your files live: SharePoint, Google Drive, Dropbox, a server in the office, or several?
- Who can open what today, and do you trust those permissions?
- Do you already pay for Microsoft 365 Copilot or a Google Workspace plan that includes Gemini in Drive?
- How many staff would use it, and what three questions do they ask most?
- Should email be searchable, and whose mailboxes?
Discuss this further with the Live Agent
Documents & complianceHybrid option
A register of every contract's key terms
Your signed agreements are read into one table: parties, value, start and end dates, renewal terms, notice periods and unusual clauses.
Starts when
A signed contract is filed.
What happens
- Extract the key terms and dates from each agreement
- Add them to a searchable register with a link to the document
- Flag clauses that differ from your standard terms
- Create reminders for notice and renewal dates
In more detail
An automation like this reads each signed contract when it is filed and puts the key terms into one table: who it is with, the value, start and end dates, renewal terms, notice period and payment terms. Each field is shown beside the sentence it came from, so a person can check it and confirm before it is saved. It can also point out clauses that differ from your standard terms, in plain words, without judging them; that stays with you or your lawyer. Confirmed notice and renewal dates become calendar reminders. It needs your signed contracts as PDFs in one place and someone to confirm each new entry. Fenrir Labs could design it to run on your own machine, so contracts are not uploaded to an outside service. Hosted tools such as ContractSafe or Concord also do this if uploading is acceptable.
You stay in control
A person confirms the extracted terms for each new contract.
Connects to
- Document storage
- Contract register
- Calendar
Questions we would ask you
- Roughly how many active contracts do you have, and where are they?
- Which terms do you look up most often?
- Do you have standard terms or a template you would want deviations measured against?
- Who reads contracts today, and who would confirm the extracted terms?
- Do you sign through DocuSign, Adobe Sign, Dropbox Sign, or on paper?
Discuss this further with the Live Agent
Documents & compliance
Forms and PDFs turned into data
Applications, order forms, timesheets and other paperwork are read, including handwriting, and entered into your system with low-confidence fields marked.
Starts when
A form is scanned, uploaded or emailed.
What happens
- Recognize the form type
- Read each field, typed or handwritten
- Validate values against your records and rules
- Enter the data and mark anything uncertain for a quick check
In more detail
An automation like this reads paper and PDF forms, such as timesheets, order forms or applications, when they are scanned or emailed. It works out which form it is, reads each field, checks the values against your own lists (customers, employees, products, pay periods) and prepares a row for your spreadsheet or system. Fields it is unsure of are highlighted, and staff confirm only those before anything is saved. Typed forms read well; handwriting is harder and may need a stronger engine, so expect more highlighted fields there. It needs a scanner that saves to a folder or email, a few filled examples of each form, and the lists to check against. Forms with health information are out of scope for now. Fenrir Labs could design it so the reading happens on your own machine where possible.
You stay in control
Staff confirm only the fields marked as uncertain.
Connects to
- Scanner
- Email
- Your database or spreadsheet
Questions we would ask you
- Which forms do you retype today, how many a week, and who does it?
- How much of the content is handwritten?
- Where does the data go after it is typed: which spreadsheet or system, which columns?
- What lists could we check values against (customers, employees, products)?
- Do any forms contain Social Security numbers, health information or bank details?
Discuss this further with the Live Agent
Documents & compliance
Procedures written from how the work is done
An experienced employee records themselves doing a task once. A step-by-step procedure with screenshots is drafted for the next person.
Starts when
A screen recording or narrated walkthrough is saved.
What happens
- Break the recording into steps
- Write each step with the reason behind it
- Add screenshots and note the common mistakes mentioned
- Format it in your procedure template
In more detail
An automation like this turns one screen recording into a written procedure. An experienced employee records the task once while explaining what they are doing and why. The recording is transcribed, split into steps, and each step is written in plain language with the reason behind it, a screenshot, and any warnings the employee mentioned. The draft follows your procedure template, and the employee who recorded it reviews and corrects it before it is saved where your team keeps procedures. It needs someone willing to narrate, a template, and care with screens that show customer or banking data. Fenrir Labs could design it so recordings are processed on your own computer. For simple browser tasks, existing tools such as Scribe or Tango capture clicks directly and may be the better choice.
You stay in control
The employee who did the work reviews the draft.
Connects to
- Screen recorder
- Document storage
- Wiki
Questions we would ask you
- Which tasks would stop if one person were out for two weeks?
- Who would record, and are they comfortable narrating?
- What screens appear in those tasks, and do they show client, payroll or banking data?
- Do you have a procedure template, and where do procedures live today?
- Do you already pay for Scribe, Tango, Trainual or Loom?
Discuss this further with the Live Agent
Hiring & HR
Applications screened against the criteria you set
Each application is summarized against the written requirements for the role, so you read a consistent one-page brief instead of a stack of resumes.
Starts when
An application is received.
What happens
- Read the resume and answers to your screening questions
- Compare with the job's written requirements only
- Summarize the evidence for and against each requirement
- Draft acknowledgement and scheduling emails
In more detail
An automation like this reads each job application and compares it only with the written requirements you set for the role, such as a licence, a skill or availability. You get a one-page brief per applicant showing the evidence for and against each requirement and what is unclear. It does not score, rank or reject anyone; a person makes every decision to advance or decline. It can draft acknowledgement and interview scheduling emails for you to send. It needs clear, job-related requirements, a person who decides, and a way for applicants to ask for accommodations. Hiring tools are regulated: federal discrimination law always applies, and New York City, Illinois and Colorado have specific rules on automated tools, so a business hiring there should check with its employment lawyer. Fenrir Labs could design it to run on your own machine.
You stay in control
A person makes every decision to advance or decline a candidate.
Connects to
- Job boards
- Email
- Applicant tracking
- Calendar
Questions we would ask you
- How many applications do you get per opening, and through which job boards or ATS?
- Do you write requirements for each role today? Who writes them?
- Do you hire anyone in New York City, Illinois or Colorado, or remotely in those places?
- Who decides who is interviewed, and how is that decision recorded?
- Do you run background checks, and through which provider?
Discuss this further with the Live Agent
Hiring & HR
New-hire onboarding that runs itself
From the signed offer, accounts are requested, equipment is ordered, paperwork is collected and the first week is scheduled, with each owner reminded.
Starts when
An offer letter is signed.
What happens
- Send and collect the new-hire paperwork
- Open requests for accounts, equipment and building access
- Schedule orientation and first-week meetings
- Report to the manager what is ready and what is not before day one
In more detail
An automation like this coordinates everything that must happen between a signed offer and a new employee's first day. It starts from the signed offer, prepares the new hire for your payroll or HR system so its own paperwork goes out, drafts requests for email accounts, equipment and building access, drafts first-week meetings, and reminds each owner. A few days before the start date, the manager gets a short report of what is ready and what is not. The manager and HR confirm the checklist for each role, and people send the requests. It never handles Social Security or bank details itself; the payroll system collects those. Legal steps such as the I-9 still need a person. For many small businesses, the onboarding features in Gusto, BambooHR or Rippling should be turned on first.
You stay in control
The manager and HR confirm the checklist for each role.
Connects to
- E-signature
- Payroll
- IT ticketing
- Calendar
Questions we would ask you
- Which payroll or HR system do you use, and does it already send onboarding paperwork?
- What went wrong with the last two hires before day one?
- Who owns IT setup: an employee, an outside IT provider, or the owner?
- Do you have a written checklist per role?
- Who completes the I-9 and how, and do you use E-Verify?
Discuss this further with the Live Agent
Hiring & HRHybrid option
Policy questions answered from the handbook
Employees ask about leave, expenses or benefits and get the answer quoted from your current handbook, with the section reference.
Starts when
An employee asks a question in chat or email.
What happens
- Find the relevant handbook and benefits passages
- Answer with the exact wording and section
- Point to the right form or contact
- Send questions about individual circumstances to HR
In more detail
An automation like this answers employees' policy questions, such as paid time off, expenses or when benefits start, by quoting your current handbook and benefits documents with the section reference and the right form or contact. Employees ask in Teams, Slack or email. Questions about someone's own situation, like a leave request, pay, a medical matter or a complaint, are not answered; they go straight to HR. HR maintains the documents and sees every question the system could not answer. At first, HR can approve each answer before it is sent. It needs a current handbook that HR stands behind and the summary plan descriptions for your benefits plans. Fenrir Labs could design it to run on your own machine. If you already use Microsoft 365 Copilot or BambooHR Pro, a similar feature may be included.
You stay in control
HR maintains the source documents and sees the questions that could not be answered.
Connects to
- Chat
- Employee handbook
- Benefits documents
Questions we would ask you
- When was the handbook last updated, and does HR consider it accurate?
- What are the ten questions you are asked most?
- Which benefits plans do you offer, and do you have current SPDs for each?
- Do employees use Teams, Slack, email or text?
- Do you have employees in more than one state?
Discuss this further with the Live Agent
Marketing & reviews
One piece of content, a month of posts
A webinar, article or customer story is turned into a newsletter, a set of social posts and short clips, in your voice and on a posting calendar.
Starts when
A long-form piece is published or recorded.
What happens
- Pull out the strongest points, quotations and figures
- Draft posts for each channel in its own format
- Draft the newsletter section and subject lines
- Lay the pieces out on a calendar
In more detail
An automation like this takes one long piece of content, such as a webinar, an article or a customer story, and turns it into a month of material: posts written for each social channel, a newsletter section with subject-line options, and a list of moments worth cutting into short clips, all laid out on a posting calendar in your voice. Every figure and quote links back to where it came from, so you can check it. You approve every post before it goes to your scheduler, and nothing is published without your click. It needs a regular long piece, a few example posts you like, a scheduler such as Buffer, and permission from any customer you feature. For video-heavy content, tools like Opus Clip already do much of this, and may be the simpler choice.
You stay in control
You approve every post before it is scheduled.
Connects to
- Document storage
- Social scheduler
- Email marketing
Questions we would ask you
- What long content do you already produce, and how often?
- Which channels matter for your customers: LinkedIn, Facebook, Instagram, X, email?
- Do you use a scheduler today (Buffer, Hootsuite, Later, Meta Business Suite)?
- Who approves posts, and how much time can they give each week?
- Do you feature customers or employees in content, and how do you get their permission?
Discuss this further with the Live Agent
Reporting
The Monday-morning business briefing
One page at the start of the week: cash, receivables, sales pipeline, open jobs, staffing and the three things that changed most.
Starts when
Monday at a time you choose.
What happens
- Pull the figures from accounting, CRM, scheduling and payroll
- Compare with last week and the same week last year
- Explain the largest changes using the underlying records
- List decisions and deadlines coming up this week
In more detail
An automation like this sends you one page every Monday at a time you choose: cash, money customers owe and how overdue it is, bills due, the sales pipeline, open jobs, last payroll and the deadlines coming this week. Each figure is compared with last week and the same week last year, and the three biggest changes are explained from the underlying records, such as the specific invoices or deals behind them. It only reads your data and changes nothing. It needs books kept up to date weekly, read access to your accounting system (for example QuickBooks Online or Xero), your CRM and a payroll report. If you mainly want financial reports, tools such as Reach Reporting, Fathom or LivePlan may already cover it. Fenrir Labs could design one page that combines several systems.
You stay in control
Read-only; it reports on your data and changes nothing.
Connects to
- Accounting
- CRM
- Calendar
- Payroll
Questions we would ask you
- What do you check first on Monday morning today, and where?
- How current are your books? Who reconciles them and how often?
- Which accounting, CRM, payroll and job systems do you use?
- Which five figures would you want on one page?
- What size of change would you want flagged?
Discuss this further with the Live Agent
