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Working examples

Business Workflow Demos

Turn sample records into work your team can review. Try the app, watch the steps, and assess the value.

Start with an inquiry

A Reply, an Owner, and a Clear Next Step

One request becomes a sourced sales brief and a reply draft. A person reviews the work before saving it.

  1. 1Prepare
  2. 2Review
  3. 3Save
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Sample data. Actions stay in the demo.

Inquiry handoffExample result

Choose the work you want to improve

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14 demos available

40 sec walkthrough

Industry: Across Industries

Use case: Lead Generation

Give Every Inquiry an Owner

Turn a form request into a sales brief, reply draft, and next action.

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40 sec walkthrough

Industry: Across Industries

Use case: Lead Generation

Find the Reason to Reach Out

Compare company sources. Use a hiring signal to prepare a relevant sales question.

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40 sec walkthrough

Industry: Digital Assets

Use case: Partner Research

Find the Right Partner Fit

Compare product fit and contact history before you choose a partner to review.

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40 sec walkthrough

Industry: Digital Assets

Use case: Reconciliation

Explain the Stablecoin Deposit

Connect the transfer, fees, and reserve hold to the amount in the bank.

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40 sec walkthrough

Industry: Private Equity

Use case: Deal Operations

Move the Deal to Its Next Step

Find the current deal stage. Assign the next action to an owner.

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40 sec walkthrough

Industry: Private Equity

Use case: Operating Reports

Turn Portfolio Data into Action

Compare three operating measures. Save one action for the portfolio company.

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40 sec walkthrough

Industry: Across Industries

Use case: Lead Generation

Prepare a Sourced Sales Brief

Use company records to prepare a contact brief and a relevant introduction.

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40 sec walkthrough

Industry: Across Industries

Use case: Lead Generation

Keep the Next Reply on Track

Review a reply draft. A customer reply stops the next reminder.

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40 sec walkthrough

Industry: Across Industries

Use case: Application Intake

Resolve the Missing Details

Find an address conflict and missing proof. Prepare one clear document request.

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40 sec walkthrough

Industry: Across Industries

Use case: Customer Service

Answer with the Right Records

Use the order and policy to prepare an answer or a human handoff.

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40 sec walkthrough

Industry: Across Industries

Use case: Reconciliation

Explain a Deposit Difference

Find the fee behind the difference. Review the explanation before you confirm the match.

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40 sec walkthrough

Industry: Across Industries

Use case: Payment Review

Prepare a Payment Review

Review payment signals. Compare how a threshold changes workload and missed fraud.

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40 sec walkthrough

Industry: Across Industries

Use case: Client Portals

Share One Confirmed Visit

Request a visit. Confirm it as staff and check the customer view.

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40 sec walkthrough

Industry: Across Industries

Use case: Operating Reports

Choose the Week’s Next Action

Calculate three measures from source records. Review a brief and assign the next action.

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Each article includes a short video, a working simulation, and a value estimate.

Estimates use stated assumptions. They are not measured customer results.

Use your team’s workflow

Decide What Is Worth Building

Workflow Diagnostic: $1,500. One week for a process map, value estimate, and build plan.

Credited in full toward a Sprint that starts within 30 days.

Discuss a Diagnostic (opens in new tab)Read the scope and terms
desic.

The Phoenix-metro AI implementation partner that brings small and mid-size teams more revenue. Lead gen, follow-up, and the busywork behind it, live in two weeks.

Phoenix · Chandler, AZ·hi@desic.xyz

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