Industry app tutorials

Step-by-step guides for all 200 industry apps — browse by launch wave (Wave 1–4, five industries each).

Each client tenant uses one industry pack (ten apps). Browse tutorials by launch wave — same grouping as the Industries page. Each guide includes screenshots, example inputs, guided-workflow steps, run history, and expected outputs.

Real Estate

Listing Generator

Create property listings from key details.

Live Basic

Open tutorial

Lead Qualifier

Qualify buyer and seller leads.

Live Basic

Open tutorial

Contract Summary

Summarize contracts and highlight risks.

Live Standard

Open tutorial

Social Media Engine

Property marketing posts and campaigns.

Live Standard

Open tutorial

Follow-Up Automation

Automated buyer/seller follow-up drafts.

Live Standard

Open tutorial

Market Analysis Assistant

Market comps and trend summaries.

Live Elite

Open tutorial

Property Valuation AI

Valuation narratives from property data.

Live Elite

Open tutorial

Open House & Showing Planner

Plan open houses and showing schedules from listing context.

Live Elite

Open tutorial

CMA Narrative for Sellers

Seller-facing comparative market analysis narratives.

Live Elite

Open tutorial

Fair Housing Listing Reviewer

Review listings and outreach for fair-housing compliance risks.

Live Elite

Open tutorial

Life Insurance

Lead Scoring

Score insurance leads for fit and urgency.

Live Basic

Open tutorial

Policy Explainer

Explain policy coverage in plain language.

Live Basic

Open tutorial

Needs Analysis

Client needs analysis for coverage recommendations.

Live Standard

Open tutorial

Appointment Setter

Draft appointment scheduling messages.

Live Standard

Open tutorial

Client Outreach Drafting

Draft claimant updates and outreach notes.

Live Standard

Open tutorial

Compliance Checker

Review communications for compliance.

Live Elite

Open tutorial

Risk Profile Analyzer

Summarize client risk profiles.

Live Elite

Open tutorial

Beneficiary & Estate Scenarios

Outline beneficiary and estate planning scenarios for clients.

Live Elite

Open tutorial

Lapse & Reinstatement Outreach

Draft lapse prevention and reinstatement outreach.

Live Elite

Open tutorial

Carrier Filing Summary

Summarize carrier filings and submission packages.

Live Elite

Open tutorial

Pharmacy

Prescription Intake

Intake summaries from prescription details.

Live Basic

Open tutorial

Medication Explainer

Patient-friendly medication explanations.

Live Basic

Open tutorial

Patient Communication

Draft patient updates and reminders.

Live Standard

Open tutorial

Insurance Form Helper

Assist with insurance form completion.

Live Standard

Open tutorial

Refill Reminder Generator

Refill reminder messages for patients.

Live Standard

Open tutorial

Inventory Forecasting

Inventory trend summaries and alerts.

Live Elite

Open tutorial

Drug Interaction Checker

Flag potential interaction concerns.

Live Elite

Open tutorial

MTM Consultation Summary

Medication therapy management consultation summaries.

Live Elite

Open tutorial

Prior Authorization Letter

Draft prior authorization letters for payers.

Live Elite

Open tutorial

Controlled Substance Audit Notes

Document controlled-substance audit and counseling notes.

Live Elite

Open tutorial

Law Firms

Legal Document Summarizer

Summarize legal documents and filings.

Live Basic

Open tutorial

Client Communication Assistant

Draft client communications.

Live Basic

Open tutorial

Intake Triage

Triage new matters and intake forms.

Live Standard

Open tutorial

Clause & Risk Detector

Highlight risky clauses and terms.

Live Standard

Open tutorial

Case Timeline Builder

Build case timelines from notes.

Live Standard

Open tutorial

Research Assistant

Research summaries for legal topics.

Live Elite

Open tutorial

Legal Argument Generator

Draft argument outlines from facts.

Live Elite

Open tutorial

Discovery Request Drafter

Draft discovery requests from case facts.

Live Elite

Open tutorial

Deposition Prep Outline

Prepare deposition outlines and witness prep notes.

Live Elite

Open tutorial

Settlement Demand Narrative

Draft settlement demand narratives from damages context.

Live Elite

Open tutorial

Medical

Clinical Intake & Visit Summary

Summarize patient intake forms and visit notes for clinicians.

Live Basic

Open tutorial

Patient Education Explainer

Plain-language explanations of conditions, meds, and follow-up care.

Live Basic

Open tutorial

Care Plan Drafter

Draft care plans from assessments and clinician notes.

Live Standard

Open tutorial

Referral Letter Assistant

Specialist referral letters from clinical context.

Live Standard

Open tutorial

Shift Handoff Assistant

Nurse shift handoff and SBAR summaries for continuity of care.

Live Standard

Open tutorial

Clinical Compliance Reviewer

Review clinical notes and patient comms for privacy and policy risks.

Live Elite

Open tutorial

Diagnostic Timeline Assistant

Build symptom timelines and differential discussion outlines for review.

Live Elite

Open tutorial

Prior Auth Clinical Letter

Draft prior authorization letters with clinical justification.

Live Elite

Open tutorial

Population Health Outreach

Draft population-health outreach and care-gap campaigns.

Live Elite

Open tutorial

Clinical Protocol Q&A

Answer staff questions from approved clinical protocols.

Live Elite

Open tutorial

Auto Dealers

Vehicle Listing Generator

Create vehicle listings from inventory data.

Live Basic

Open tutorial

Lead Follow-Up

Follow-up drafts for showroom leads.

Live Basic

Open tutorial

Promo Engine

Promotional offers and campaign copy.

Live Standard

Open tutorial

Appraisal Assistant

Appraisal summaries for trade-ins.

Live Standard

Open tutorial

Customer Communication Assistant

Customer update and nurture drafts.

Live Standard

Open tutorial

Finance Explainer

Explain financing options clearly.

Live Elite

Open tutorial

Deal Structuring Assistant

Deal structure narratives for sales.

Live Elite

Open tutorial

F&I Menu Narrative

Finance-and-insurance menu narratives for customers.

Live Elite

Open tutorial

Service Lane Upsell Drafter

Draft service-lane upsell and retention offers.

Live Elite

Open tutorial

OEM Incentive Compliance Review

Review offers against OEM incentive program rules.

Live Elite

Open tutorial

Accounting & CPA

Client Letter Drafter

Draft client letters and status updates for accounting firms.

Live Basic

Open tutorial

Tax Document Summarizer

Summarize tax documents and source records for review.

Live Basic

Open tutorial

Bookkeeping Explainer

Explain bookkeeping entries and reconciliations in plain language.

Live Standard

Open tutorial

Engagement Letter

Draft engagement letters and scope summaries.

Live Standard

Open tutorial

Month-End Checklist

Generate month-end close checklists for clients.

Live Standard

Open tutorial

Tax Compliance Reviewer

Review filings and workpapers for compliance risks.

Live Elite

Open tutorial

Financial Statement Narrative

Narratives for financial statements and management letters.

Live Elite

Open tutorial

Audit PBC Request List

Prepare provided-by-client request lists for audits.

Live Elite

Open tutorial

Cash Flow Scenario

Model cash-flow scenarios and sensitivity narratives.

Live Elite

Open tutorial

Partner Review Memo

Draft partner review memos for complex engagements.

Live Elite

Open tutorial

Home Services

Work Order Summary

Summarize work orders and field notes for dispatch.

Live Basic

Open tutorial

Estimate Explainer

Explain repair estimates and line items to homeowners.

Live Basic

Open tutorial

Service Follow-Up

Draft post-service follow-up and satisfaction messages.

Live Standard

Open tutorial

Maintenance Plan

Propose seasonal maintenance plans and reminders.

Live Standard

Open tutorial

Dispatch Handoff

Handoff briefs between dispatch and field technicians.

Live Standard

Open tutorial

Job Costing Narrative

Explain job costing, margins, and variance to managers.

Live Elite

Open tutorial

Warranty SLA Review

Review warranty claims against SLA terms.

Live Elite

Open tutorial

Seasonal Campaign

Draft seasonal marketing campaigns for service lines.

Live Elite

Open tutorial

Technician Coaching Brief

Coaching briefs from job notes and QA feedback.

Live Elite

Open tutorial

Upsell Recommendation

Recommend upsells based on job history and equipment age.

Live Elite

Open tutorial

Hospitality

Menu & Specials Copy

Write menu descriptions and daily specials.

Live Basic

Open tutorial

Guest Reply Drafter

Draft replies to guest inquiries and reviews.

Live Basic

Open tutorial

Event Promo

Promotional copy for events and private dining.

Live Standard

Open tutorial

Shift Handoff

Shift handoff notes for FOH and BOH teams.

Live Standard

Open tutorial

Vendor Order Summary

Summarize vendor orders and delivery exceptions.

Live Standard

Open tutorial

Review Sentiment Analyzer

Analyze review sentiment and suggested responses.

Live Elite

Open tutorial

Food Cost Explainer

Explain food-cost drivers and menu engineering impacts.

Live Elite

Open tutorial

Allergen & Dietary Notices

Draft allergen and dietary accommodation notices.

Live Elite

Open tutorial

Banquet BEO Summary

Summarize banquet event orders for operations.

Live Elite

Open tutorial

Loyalty Campaign

Draft loyalty and retention campaign messages.

Live Elite

Open tutorial

Dental

Treatment Plan Explainer

Explain treatment plans and options to patients.

Live Basic

Open tutorial

Patient Intake Summary

Summarize dental patient intake and history.

Live Basic

Open tutorial

Recall & Hygiene Outreach

Draft recall and hygiene appointment outreach.

Live Standard

Open tutorial

Insurance Predetermination

Support predetermination narratives for procedures.

Live Standard

Open tutorial

Referral Letter

Referral letters to specialists and oral surgeons.

Live Standard

Open tutorial

Clinical Notes Compliance

Review clinical notes for documentation compliance.

Live Elite

Open tutorial

Implant Case Presentation

Patient-facing implant case presentations.

Live Elite

Open tutorial

Lab Rx Summary

Summarize lab prescriptions and case instructions.

Live Elite

Open tutorial

Sedation Consent

Explain sedation consent forms in plain language.

Live Elite

Open tutorial

Perio Program Campaign

Draft periodontal program outreach campaigns.

Live Elite

Open tutorial

Veterinary

Pet Intake Summary

Summarize new pet intake and history.

Live Basic

Open tutorial

Owner Education Explainer

Explain conditions and home care to pet owners.

Live Basic

Open tutorial

Treatment Plan

Draft treatment plans from exam findings.

Live Standard

Open tutorial

Specialist Referral

Referral letters to veterinary specialists.

Live Standard

Open tutorial

Discharge Instructions

Discharge instructions for owners after visits.

Live Standard

Open tutorial

Record Compliance Reviewer

Review records for documentation compliance.

Live Elite

Open tutorial

Symptom Timeline

Build symptom timelines for clinical review.

Live Elite

Open tutorial

Surgery Consent Explainer

Explain surgical consent forms in plain language.

Live Elite

Open tutorial

Preventive Care Campaign

Draft preventive-care outreach campaigns.

Live Elite

Open tutorial

Controlled Drug Log Review

Review controlled-substance logs and discrepancies.

Live Elite

Open tutorial

Education & Tutoring

Lesson Plan Drafter

Draft lesson plans aligned to objectives.

Live Basic

Open tutorial

Parent Communication

Draft parent updates and conference notes.

Live Basic

Open tutorial

Assessment Feedback

Generate constructive assessment feedback.

Live Standard

Open tutorial

IEP Progress Summary

Summarize IEP progress for teams and families.

Live Standard

Open tutorial

Substitute Brief

Brief substitute teachers on class routines and plans.

Live Standard

Open tutorial

Curriculum Alignment Checker

Check lessons against standards alignment.

Live Elite

Open tutorial

Rubric Builder

Build grading rubrics from learning objectives.

Live Elite

Open tutorial

Differentiation Suggestions

Suggest differentiation strategies for diverse learners.

Live Elite

Open tutorial

Behavior Incident Report

Draft behavior incident reports for administrators.

Live Elite

Open tutorial

Accreditation Self-Study

Support accreditation self-study narrative sections.

Live Elite

Open tutorial

Construction

RFI & Submittal Summary

Summarize RFIs and submittal logs for project teams.

Live Basic

Open tutorial

Daily Log Narrative

Turn daily field logs into client-ready narratives.

Live Basic

Open tutorial

Change Order Explainer

Explain change orders and cost impacts to owners.

Live Standard

Open tutorial

Safety Toolbox Talk

Draft safety toolbox talks for job sites.

Live Standard

Open tutorial

Client Progress Update

Progress updates for owners and stakeholders.

Live Standard

Open tutorial

Estimate Narrative

Narratives supporting bids and estimates.

Live Elite

Open tutorial

Lien Waiver Review

Review lien waivers and payment documentation.

Live Elite

Open tutorial

Schedule Delay Analysis

Analyze schedule delays and recovery options.

Live Elite

Open tutorial

Spec Compliance Flags

Flag spec section risks during bid review.

Live Elite

Open tutorial

Closeout Punch List

Organize closeout punch lists and owner walkthroughs.

Live Elite

Open tutorial

Property Management

Tenant Notice Drafter

Draft tenant notices and policy reminders.

Live Basic

Open tutorial

Lease Summary

Summarize lease terms and key dates.

Live Basic

Open tutorial

Maintenance Triage

Triage maintenance requests and priority.

Live Standard

Open tutorial

Rent Reminder Sequence

Draft rent reminder sequences.

Live Standard

Open tutorial

Move-In/Move-Out Checklist

Checklists for move-in and move-out inspections.

Live Standard

Open tutorial

Fair Housing Comm Review

Review tenant communications for fair-housing risks.

Live Elite

Open tutorial

CAM Reconciliation Explainer

Explain CAM reconciliations to tenants.

Live Elite

Open tutorial

Eviction Timeline

Outline eviction timelines and required notices.

Live Elite

Open tutorial

Vendor Bid Compare

Compare vendor bids for capital projects.

Live Elite

Open tutorial

Portfolio KPI Narrative

Portfolio KPI narratives for asset owners.

Live Elite

Open tutorial

Staffing & Recruiting

Job Posting Generator

Create job postings from role requirements.

Live Basic

Open tutorial

Candidate Screen Summary

Summarize candidate screens and fit notes.

Live Basic

Open tutorial

Client Submittal Email

Draft candidate submittal emails to clients.

Live Standard

Open tutorial

Interview Guide

Interview guides tailored to role competencies.

Live Standard

Open tutorial

Offer Letter Draft

Draft offer letters from approved terms.

Live Standard

Open tutorial

Skills Matrix Matcher

Match candidates to client skills matrices.

Live Elite

Open tutorial

Rate Card Negotiation Brief

Briefs for rate-card and markup negotiations.

Live Elite

Open tutorial

Compliance (I-9/ACA) Checklist

Checklists for I-9 and ACA compliance steps.

Live Elite

Open tutorial

Redeployment Campaign

Campaigns to redeploy bench talent to open reqs.

Live Elite

Open tutorial

Client QBR Summary

Quarterly business review summaries for clients.

Live Elite

Open tutorial

Wealth Advisory

Meeting Prep Summary

Prep advisors with client meeting summaries.

Live Basic

Open tutorial

Portfolio Update Explainer

Explain portfolio updates in client-friendly language.

Live Basic

Open tutorial

Financial Plan Narrative

Narratives for financial plans and recommendations.

Live Standard

Open tutorial

Compliance-Safe Email

Draft client emails within compliance guardrails.

Live Standard

Open tutorial

Risk Tolerance Guide

Explain risk tolerance and suitability concepts.

Live Standard

Open tutorial

Reg Communication Reviewer

Review client communications for regulatory risks.

Live Elite

Open tutorial

IPS Summarizer

Summarize investment policy statements for reviews.

Live Elite

Open tutorial

Tax-Loss Harvesting Scenarios

Outline tax-loss harvesting scenarios for advisors.

Live Elite

Open tutorial

Estate Planning Outline

Estate planning discussion outlines for client meetings.

Live Elite

Open tutorial

Performance Attribution Narrative

Performance attribution narratives for client reports.

Live Elite

Open tutorial

Nonprofit

Donor Thank-You

Draft donor thank-you messages and acknowledgments.

Live Basic

Open tutorial

Program Impact Blurb

Short impact blurbs for programs and campaigns.

Live Basic

Open tutorial

Grant LOI Drafter

Draft letters of intent for grant opportunities.

Live Standard

Open tutorial

Board Update

Board update memos on programs and finances.

Live Standard

Open tutorial

Volunteer Onboarding

Onboarding materials and welcome sequences for volunteers.

Live Standard

Open tutorial

Full Grant Proposal

Long-form grant proposal drafts from funder requirements.

Live Elite

Open tutorial

990 Narrative Helper

Narrative sections supporting Form 990 filings.

Live Elite

Open tutorial

Fundraising Campaign

Fundraising campaign copy and cadence plans.

Live Elite

Open tutorial

Policy & Gift Acceptance Review

Review gift acceptance against organizational policies.

Live Elite

Open tutorial

Outcome Measurement Report

Outcome measurement reports for funders and boards.

Live Elite

Open tutorial

E-commerce & Retail

Product Description Generator

Generate product descriptions from attributes.

Live Basic

Open tutorial

Returns Policy Explainer

Explain returns policies to customers clearly.

Live Basic

Open tutorial

Abandoned Cart Email

Draft abandoned-cart recovery emails.

Live Standard

Open tutorial

FAQ Answer Drafter

Draft FAQ answers from product and policy context.

Live Standard

Open tutorial

Supplier Issue Email

Emails to suppliers on delays, defects, and credits.

Live Standard

Open tutorial

Listing SEO Bulk

Bulk SEO titles and descriptions for product catalogs.

Live Elite

Open tutorial

Review Response at Scale

Scale review responses while staying on-brand.

Live Elite

Open tutorial

Promo Calendar

Promotional calendars across channels and seasons.

Live Elite

Open tutorial

Chargeback Response

Draft chargeback responses with evidence summaries.

Live Elite

Open tutorial

Inventory Markdown Narrative

Narratives supporting inventory markdown decisions.

Live Elite

Open tutorial

Fitness & Wellness

Class Description

Write class descriptions and schedules.

Live Basic

Open tutorial

Member Check-In Follow-Up

Follow-up messages after member check-ins.

Live Basic

Open tutorial

Nutrition Goal Explainer

Explain nutrition goals and habit plans.

Live Standard

Open tutorial

Retention Outreach

Retention outreach for at-risk members.

Live Standard

Open tutorial

Trainer Handoff

Handoff notes between trainers and front desk.

Live Standard

Open tutorial

Program Periodization

Periodized training program outlines.

Live Elite

Open tutorial

Liability Waiver Review

Review waivers and liability language.

Live Elite

Open tutorial

Corporate Wellness Proposal

Proposals for corporate wellness partnerships.

Live Elite

Open tutorial

Injury Modification Brief

Exercise modifications for injury considerations.

Live Elite

Open tutorial

Member Milestone Campaign

Campaigns celebrating member milestones.

Live Elite

Open tutorial

Logistics & Transport

BOL/POD Summary

Summarize bills of lading and proof of delivery.

Live Basic

Open tutorial

Customer ETA Update

Draft customer ETA and delay updates.

Live Basic

Open tutorial

Load Exception Report

Exception reports for damaged or short loads.

Live Standard

Open tutorial

Driver Handoff

Handoff briefs between dispatch and drivers.

Live Standard

Open tutorial

Rate Confirmation Explainer

Explain rate confirmations and accessorials.

Live Standard

Open tutorial

Route Optimization Narrative

Narratives supporting route changes and savings.

Live Elite

Open tutorial

Claims & OS&D Letter

Claims letters for over, short, and damage.

Live Elite

Open tutorial

Customs Doc Summary

Summarize customs documents for brokers.

Live Elite

Open tutorial

Fleet Maintenance Brief

Maintenance briefs from inspection and telematics data.

Live Elite

Open tutorial

SLA Performance Review

SLA performance reviews for shipper accounts.

Live Elite

Open tutorial

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