See the workANIMA finishes

Finds the follow-up rhythm that has worked in past wins, flags stalled deals, and has follow-up content ready.

Following quoting rules and similar past deals, produces a quote draft with its basis.

Pulls together past proposals and success stories for the client’s industry and produces a first-draft deck.

Gathers inquiries from every channel, ranks them by likelihood of closing, and assigns them to the right sales rep.

Turns visit highlights into meeting notes and each side’s to-dos, and prepares them for the client record.

Gathers the terms, commitments, and open items discussed with a client, so whoever takes over can pick up right away.

Based on the client’s purchasing cycle and contract terms, suggests a repurchase or renewal at the right time.

Following the case-opening workflow and quoting rules, brings in the client’s preferences and the costs of similar past cases to produce a first proposal and quote.

One page showing the workflows and projects in progress in every department, with waiting and stuck work flagged.

Lists the decisions and recommendations each department has raised, ranked by your company’s priority criteria.

Pulls together revenue, orders, and project progress and prepares the weekly deck in your company’s format.

Lists what each department finished this week and plans for next week, and combines it into one report.

Brings together orders, payments, correspondence, and commitments so you can see where a key client stands on one page.

Pulls together receivables, payables, and aging so you can see the cash position for the next few weeks.

Compares performance across platforms with similar past campaigns and suggests adjustments based on brand guidelines and budget.

Drafts copy for a new campaign from the brand book and past copy that performed well.

Pulls together performance across platforms and prepares the weekly report in the client’s report format.

Pulls together results and creative performance following your wrap-up process, in the client’s report format.

Collects competitors’ new products, prices, and promotions, and sets them next to how your company responded in the past.

Keeps watching discussions on Threads, Instagram, Facebook, and Dcard, and lists changes in volume and topics worth responding to.

Identifies the type and urgency of each inquiry and routes it to the right person following your service workflow.

Prepares accurate, consistent replies based on your reply guidelines and knowledge base.

Lists unanswered inquiries and commitments and reminds the person in charge before the deadline.

Pulls together customer feedback from every channel and finds what customers value most and what to adjust.

Lists the customer’s service history, preferences, and open items so the next person can carry on directly.

Finds common questions in daily inquiries, writes standard replies, and updates the knowledge base.

Pulls together the confirmation status of every arrangement and prepares the pre-departure briefing for the client.

Reads the information and documents a client provides, organizes it in your company’s list format, and prepares a follow-up message for missing items.

Sets out the documents, deadlines, and owners a new case needs, based on how similar cases were handled and the applicable rules.

Pulls together progress, deadlines, and to-dos for each case and prepares the weekly report in your company’s format.

Combines deadlines from email, calendars, and case records, and reminds the owner before they are due, with preparation progress attached.

Summarizes the key points of a contract against your review checklist and flags clauses that need attention.

Writes up meeting highlights, decisions, and to-dos, and creates them in your project tools.

Lists the project’s progress, decision log, and open items so the next person can carry on directly.

Pulls together progress from Jira, Notion, and spreadsheets so you can see every project’s status at once.

Looks up relevant regulations and how similar past cases were handled, and prepares a first draft from your company’s template.

Reads invoice and receipt photos from the group and enters them in a sheet in your company’s format.

Checks each claim against your expense rules and flags items that need more documents or confirmation.

Compares ERP, bank, and vendor statements and lists the differences that need confirming.

Lists contracts about to expire and their terms, and has a comparison and recommendation ready before renewal.

Tracks the progress of every approval and reminds the approver when one has been waiting too long.

Pulls together data from several systems and prepares a month-end report draft in your company’s format.

Lists the items to book with vendors for each case, prepares booking emails, and tracks replies.

Gathers and checks the shipping documents required by your shipping workflow and the destination’s rules.

Estimates demand from shipping cycles and customers’ ordering patterns, and has purchasing recommendations and vendor RFQs ready.

Creates purchase orders from approved recommendations and tracks replies and delivery dates.

Sends RFQs following your company’s process, pulls together the quotes, and compares them against your selection criteria.

Pulls together stock and turnover from each warehouse and flags items below safety stock.

Confirms delivery dates ahead of time based on each vendor’s delivery history and updates arrival times.

Lists each vendor’s contacts, prices, lead times, and work history in one record.