Systems I built and still run. They use the same tools I'd use on your build, so what you see here is what you'd get.
Client reports, proposals, onboarding packets. Anything where the format is fixed and the content changes every time. A finished document in your own template, personalized to the record it came from, in minutes. AI writes the parts that change, following rules you set.
Mail arriving in a shared inbox gets sorted and routed to the right person, whether that's the correct salesperson in your routing scheme, support, billing or someone else.
A Claude skill, a Gemini gem, a custom GPT. Your process, your systems and your files built into a tool anyone on your team can use by asking for it.
Posts from selected forums get scraped, scored against your ideal client, and the ones worth answering come back with a draft reply.
Two platforms with no way to share data, connected with a custom integration. What happens in one shows up in the other, so the people who need it can see it and act on it. An hourly check flags anything that has gone quiet.