Case Study

AI Backoffice

A set of small AI assistants that run the recurring work in your business. Each one does a single job well. Together, they keep your operation humming while you do the work that actually needs you.

Week 1
First assistant live
30+
Workflows running across clients
8 months
Longest live system
24/7
Runs without babysitting
What it actually does

The recurring work, off your plate.

Chases leads and books them in

Reads the inbox and surfaces what matters

Qualifies new enquiries before you see them

Sends a Monday morning summary of where everything stands

Remembers every client conversation, even the ones you forgot

Drafts your follow ups, replies and proposals in your voice

Built on tools that won't go away
Anthropic Claude

The AI brain. Same engine large enterprises run. Stable, fast, and gets smarter without us swapping it out.

n8n workflow engine

The orchestrator. Open source, EU hosted, owned by you. No proprietary glue locking you in.

Your existing tools

Lives inside Notion, Gmail, Sheets, your booking system, Slack, whatever you already use. Nothing new to learn.

Your data, your account

Everything the system builds belongs to you. If we ever stop working together, the system keeps running.

Working examples

Two ways this runs in real businesses.

Patient pipelineLive by the end of week one

A quiet background system that handles recalls, no shows, treatment plan follow ups, review requests and new patient intake. Front desk only sees the ones that actually need them.

What's broken today
  • Missed recalls leave booked appointments and revenue on the table.
  • No shows are discovered too late for the front desk to recover the slot.
  • Treatment plans stall because nobody owns the follow up loop.
What the system handles
  • Recall reminders go out on schedule. If a patient doesn't book, the system escalates.
  • No show prevention sequence with text reminders. The front desk only calls when the system flags a high risk slot.
  • Review requests sent automatically after positive visits. Treatment plan follow ups stay live until the patient books or declines.
The assistants running it
Recall agent

Spots patients due for recall and opens a follow-up sequence.

Front desk copilot

Only escalates the bookings that actually need a human touch.

Review agent

Asks for a review after a strong patient experience.

What it's worth

Recovered appointments and accepted treatments typically cover the setup inside the first quarter.

Week one: recall and no-show recovery running in production.

Fits the tools you already use
DentallySoftware of ExcellenceOptix

Everything runs inside the systems your team already lives in. No new product to learn. No second dashboard to check.

Why this won't break on you

Built like a business tool. Not a clever demo.

Each assistant does one job

We don't build one giant AI trying to do everything. We build small assistants that each handle one task well. If one breaks, the others keep going.

Nothing fails silently

If something stops working, you know within minutes. Not when a client points it out. We watch the system so you don't have to.

It learns you, not just the conversation

Your tone, your services, your prices, your client history. The system keeps building context the longer you run it. The second month is better than the first.

Built from parts we've shipped before

Most of what your system needs, we've already built and proven for other clients. Your build is faster and cheaper than starting from scratch.

What the system remembers

The longer you run it, the better it gets. Four kinds of memory, kept inside the tools you already use.

Right now

Live tasks, current follow-ups, anything waiting on you or on a reply.

This week

Recent client conversations, decisions made, what got escalated and why.

Your business

Services, prices, tone of voice, policies, the rules of how you work.

Playbooks

The exact steps the system runs. Edit them as your business changes.

Send us one repetitive job.

We reply in 48 hours with a fix, a price, and a date.

Book the audit call