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CASE STUDIES

Four systems we built.
Two simple. Two complex.

Two run on a machine in the client’s office, two run in the cloud. All four have people checking the AI’s work where it matters. Client names are kept private.

FOUR CASES AT A GLANCE
OFFICECLOUDSIMPLE
MarketingCommand Center
Customer serviceCalls and emails
COMPLEX
Accounting2,500+ invoices a month
Operations40+ locations
CASE 01 · MARKETING SIMPLE RUNS ON AN OFFICE PC

Marketing Command Center.
One place for everything marketing.

A small team was trying to research, write and post every week, and kept falling behind. We set up one AI workspace on their office PC that does the groundwork, so the team only reviews and approves.

BEFORE ✕ Posting when someone found the time ✕ Research scattered across tabs and notes ✕ Articles started, rarely finished ✕ Buying signals noticed too late, or not at all
AFTER ✓ A full week of posts drafted, every week ✓ Research briefs ready each morning ✓ Articles drafted in the company’s voice ✓ Signals flagged to sales the same day
HOW IT WORKS
IN Industry news Competitor activity Social mentions Owner’s ideas
AI · OFFICE PCAI
1 · Researches topics 2 · Drafts posts and articles 3 · Builds the weekly calendar 4 · Spots buying signals
PERSON CHECKS Approves every post Edits the articles Decides on signals
OUT LinkedIn and X Instagram Blog articles Leads to sales
THIS WEEK’S CALENDAR
MONLinkedIn postAPPROVED
TUEArticleAPPROVED
WEDX threadIN REVIEW
THUInstagramIN REVIEW
FRINewsletterDRAFT
WHY AN OFFICE PC

The team works from one office and their brand files already live there. No servers to rent, and it was running within days.

BUILT WITH
Claude Social scheduling tool Brand voice guide Human review
CASE 02 · CUSTOMER SERVICE SIMPLE RUNS IN THE CLOUD

Every call and email answered.
The hard ones go to a person.

Calls went to voicemail and emails waited days. We set up a natural-sounding AI voice for the phone and an AI assistant for the inbox. They handle the routine questions and pass anything sensitive to the team with a summary.

BEFORE ✕ Missed calls after hours and at lunch ✕ Emails sitting unanswered for days ✕ The same questions answered again and again ✕ No record of what customers asked
AFTER ✓ Every call answered, day or night ✓ Email replies drafted within minutes ✓ Staff handle only what needs a person ✓ Every conversation logged and summarized
HOW IT WORKS
IN ☎ Phone calls ✉ Customer emails
AI · CLOUDAI
1 · Answers in a natural voice 2 · Looks up orders and bookings 3 · Drafts email replies 4 · Logs and summarizes everything
ROUTINE · AI RESOLVES Hours, order status, bookings, FAQs
SENSITIVE · PERSON TAKES OVER Refunds, complaints, upset callers, anything the AI isn’t sure of
EXAMPLE HANDOFF NOTE
☎ Call · 7:42 pm · needs a person Customer is asking for a refund on a damaged delivery. Order found, photo requested by email. Customer is polite but frustrated. Suggested next step: approve a replacement or refund.
WHY THE CLOUD

The phone line has to answer around the clock, even when the office is closed and the power goes out. The cloud keeps it always on.

BUILT WITH
ElevenLabs voice Claude Shared inbox Human handoff
CASE 03 · ACCOUNTING · CONSTRUCTION COMPLEX RUNS ON AN OFFICE MACHINE

2,500+ invoices a month.
One dashboard. No duplicates.

A construction company works with hundreds of vendors and subcontractors, and adds more every month. Over 2,500 invoices arrive each month, some by email and some by paper mail. We built a system that brings every invoice into one dashboard, removes duplicates, matches each one to its delivery receipt, and hands Accounting a list that’s ready to pay.

2,500+invoices every month
100sof vendors and subcontractors
2ways in: email and paper mail
1dashboard for all of it
FROM MAILBOX TO READY-TO-PAY
✉ Email invoices 📮 Paper mail, scanned
→
1 · READAI reads every invoiceVendor, amount, job, line items, due date
→
2 · DE-DUPLICATEDuplicates caughtSame invoice by email and mail? Kept once.
→
3 · MATCHMatched to delivery receiptAnd to the purchase order, line by line
→
4 · PERSON CHECKSMismatches reviewedPrice or quantity off, new vendor, no receipt
→
5 · READY TO PAYAccounting approvesA person releases every payment
Invoice dashboard · example view
Ready to pay Needs review Duplicate removed
VENDORJOBAMOUNTRECEIPTSTATUS
Concrete supplierJob 14 · Site A$ — —✓ MatchedReady to pay
Electrical subcontractorJob 09 · Site C$ — —Qty differsNeeds review
Lumber yardJob 14 · Site A$ — —Same as email copyDuplicate removed
New plumbing vendorJob 11 · Site B$ — —No receipt yetNeeds review
ALSO BUILT IN
Job cost codingEvery invoice tagged to the right job and cost code.
Lien waiver checkSubcontractor payments held until the waiver is in.
Insurance certificatesFlags subcontractors whose certificate has expired.
Retainage trackingAmounts held back are tracked until release.
Due dates and discountsAlerts before due dates and early-payment discounts.
Bank detail changesAlways held for a phone check by a person.
WHY AN OFFICE MACHINE

Paper mail is scanned in the office, and the company wanted its financial records kept on its own premises. A dedicated machine handles the volume without monthly cloud bills.

THE GOLDEN RULE

AI prepares. Accounting approves. AI never moves money.

CASE 04 · OPERATIONS · FRANCHISE COMPLEX RUNS IN THE CLOUD

40+ locations.
Every lease, policy and license tracked.

A multi-location franchise has over 40 locations, each with its own leases, insurance policies, licenses and permits. Several people were tracking expiry dates by hand. We built a system where AI reads every document, tracks every date, and reminds the right people in time.

BEFORE ✕ Several people, several spreadsheets ✕ Documents spread across locations and inboxes ✕ Renewals caught at the last minute ✕ No single view of which locations were covered
AFTER ✓ One dashboard for every location ✓ Every document read and filed by AI ✓ Reminders well before anything expires ✓ Head office sees gaps at a glance
HOW A RENEWAL NEVER GETS MISSED
1Document arrivesEmailed or scanned in by a location
2AI reads itLocation, type, expiry and key dates
90First reminderTo the location manager, days ahead
30EscalatedHead office copied if not yet renewed
✓Renewed and checkedNew document read, a person confirms
All locations · example view
Current Due soon Action needed
LOCATIONLEASEINSURANCELICENSESPERMITS
Location 03CurrentCurrentDue soonCurrent
Location 17Due soonAction neededCurrentCurrent
Location 22CurrentCurrentCurrentCurrent
Location 38CurrentDue soonMissingCurrent
ALSO BUILT IN
Lease key datesRent increases and renewal option deadlines, not just expiry.
Coverage checkInsurance compared against what each lease requires.
Missing document alertsFlags any location without a required document.
Ask in plain English“Which locations renew insurance next quarter?”
New location checklistEvery document a new site needs, tracked from day one.
Person checksUnclear scans, coverage gaps and every renewal decision.
WHY THE CLOUD

With 40+ locations, managers and head office all need the same live view from wherever they are. The cloud gives everyone one dashboard, with access set by location.

Same method every time

ANALYZEWe map the work and find the bottleneck.
IMPLEMENTWe build it on a PC, an office machine or the cloud.
TRAINYour team learns to use it and check it.
MAINTAINWe keep it running, and add human review if you want it.
YOUR BUSINESS NEXT

Simple or complex,
it starts with one call.

Tell us where the work piles up. We’ll show you what we’d build, where it would run, and where your people stay in control.

Book an Analyze call → 30 minutes · no commitment · neuratic.ai