A private AI workflow that reads across your systems and documents, reconciles the inputs, prepares the work, and routes the next step to the right person.
This demo belongs to Northstar Industrial Supply, a fictional B2B industrial distributor. It uses synthetic ERP exports, AR aging, quote pipeline, supplier updates, account notes and operating policies. Each question shows both the answer and the bounded workflow the agent prepares next. Click a question, or read along.
Create the task, name the owner, set the deadline, and attach the supporting evidence.
Send an approved email or message, record delivery, and schedule the next follow-up.
Check public company records, court indexes, liens, and current news, then cite what was found.
Create the case, add the CRM or ERP note, attach the evidence, and keep the status current.
Book the review, set the reminder, watch for the next event, and follow up when it is due.
Route the exception to the right approver with the facts, options, and decision deadline.
A file arrives, a deadline hits, a customer responds, or a risk signal appears.
It researches, assigns, updates, contacts, schedules, and records based on agreed rules.
When judgment is needed, the right owner gets the facts, options, and deadline.
Start with one recurring leadership question. We will map the current path to an answer, the evidence involved, and where a private AI workflow could reduce the manual analysis. No sensitive files are needed for the first conversation.
Request a workflow review → About Hearth