Guides
Show me how.
Practical, step-by-step guides for getting real work done with your agent. Each ends with the one request that runs the whole thing.
Step by step
Pick a job.
Run month-end with an agentMonth-end is invoicing, chasing, reconciling, and reporting. Here is the flow in Sois, and the single request that hands it to your agent.
Onboard a new hireA new starter needs a record, accounts, a schedule, and a welcome. Here is the flow, and the one request that runs it.
Chase overdue invoicesLate payments are a chase nobody enjoys. Here is how to make it consistent, and the request that puts it on autopilot.
Keep stock accurateStock drifts the moment it is tracked by hand. Here is the flow to keep it honest, and the request that runs it for you.
Triage your inboxMost of the inbox is noise around a few things that matter. Here is how to cut through it, and the one request that does it each morning.
Build an app with your agentIf a capability is missing, you can build it. Here is how to create an app with your own agent and publish it, at no build cost.
Migrate from your current toolsSwitching does not have to be a big-bang migration. Here is the low-risk path, and how your agent does the heavy lifting.
Launch your own branded networkBecoming the platform for your industry takes brand, domains, a database, and pricing. Here is the path, and where Sois does the heavy lifting.
Send a quote and win the jobA quote that sits unanswered is lost revenue. Here is the flow in Sois, and the single request that has your agent quote, chase, and convert.
Handle a customer complaintA complaint handled fast and fairly keeps a customer. Here is the flow in Sois, and the request that has your agent gather the facts and draft the response.
Prepare a board reportBoard prep usually means a frantic gather across systems. Here is the flow in Sois, and the request that has your agent assemble the pack.
Plan a business tripBooking a trip is a dozen tabs and a policy to remember. Here is the flow in Sois, and the request that has your agent plan it end to end.
Onboard a new clientA smooth first week sets the tone for a client relationship. Here is the flow in Sois, and the single request that has your agent set the new client up properly.
Follow up on leadsMost leads are lost to silence, not rejection. Here is the flow in Sois, and the request that has your agent keep every lead warm without nagging from you.
Get a weekly business summaryKnowing where the business stands should not take an afternoon. Here is the flow in Sois, and the request that has your agent deliver a weekly digest you can read in a minute.
Run a hiring roundHiring stalls in the admin: chasing CVs, booking interviews, keeping candidates warm. Here is the flow in Sois, and the request that has your agent run the round.
Renew a contractRenewals lost to a missed date are revenue left on the table. Here is the flow in Sois, and the request that has your agent never miss one.
Prepare for a customer meetingWalking into a meeting unprepared shows. Here is the flow in Sois, and the request that has your agent brief you in a minute.
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