Industry

Healthcare and research

Patient intake portal

Clinics, physiotherapy and clinical research intake, with forms, documents and consent.

Mental health intake and monitoring

Private practice and campus counselling: intake, check-ins, follow-ups.

Research data collection

Study participants, visits, structured data and review status.

Industry

Accounting and professional services

Audit engagements

Client engagements from planning to sign-off, a client document portal, AI-drafted findings.

Requests and approvals

Purchases, time off, IT and expenses. Submit, approve, lock, report.

R&D tax credit claims (SR&ED)

Collect project evidence, timesheets and expenses; prepare claims for review.

Grant applications

Applications, reviewers, scoring and decisions.

Personal finance

Client financial health for advisors and credit unions.

Industry

Field operations and compliance

Field service

Dispatch, work orders, technicians, equipment, inventory and invoices.

Field inspections

Quality checks, maintenance and construction safety, with photos and sign-off.

Engineering assessments

Design reviews, asset inspections and safety audits.

Compliance audits

Inspections, evidence, findings and corrective actions.

Vendor qualification

Supplier onboarding, documents and periodic reviews.

Industry

Education

Student intake and support

Admissions, wellbeing, accessibility and support cases.

Course and instructor scheduling

Courses, sections, rooms and instructors.

Scholarship and bursary applications

Apply, review, score and award.

Industry

Insurance

Claims intake

Customer portal, documents, adjuster review and payout approval. Demo available on request.

Policy endorsements

Change requests with review and approval.

Broker submissions

Quotes, documents and status in one place.

Industry

Property and real estate

Maintenance requests

Tenant portal, work orders and vendor assignment.

Lease tracking

Units, tenants, renewals and rent changes.

Unit inspections

Move-in and move-out checklists with photos.

Industry

Nonprofit and government

Case management

Clients, services and follow-ups, with privacy by role.

Volunteer coordination

People, shifts and hours.

Permit applications

Submit, review, approve and issue a permit number.

Industry

Manufacturing and quality

Non-conformance and corrective action

Defect, root cause, fix and verification.

Equipment maintenance

Assets, schedules and work logs.

Supplier quality

Audits, scores and corrective actions.

Prompt library

Start from a ready-made prompt.

Copy one into Claude, ChatGPT or Codex. Your assistant asks questions and shows a preview before building.

Copy any prompt; build instructions are included.