Customer & sales
A dedicated AI MacBook turns years of order history into a small, review-ready follow-up queue.
Verified client system
Installed and checked with real business records.
Workflow illustration · AI Employee
The job
The useful sales history already existed, but finding the right customer, last order, timing, and representative required digging through exports and old records.
DOBE installed the workflow on a dedicated client MacBook and connected it to the approved customer exports and mail path.
Watch the work move
Play the four-step explanation, or choose a step. This illustrates the workflow; it is not a recording of a live run.
Workflow illustration
Follow the job
Approved customer and invoice exports
Updated business exports enter the approved intake path.
The MacBook verifies that the required files are present.
Customer and invoice history is refreshed and checked.
The workflow identifies accounts that may be due for another order.
A small batch of Gmail drafts is prepared from the verified history.
A person reviews each draft before anything goes out.
The result
395+
client drafts tracked
Verified minimum from the client workflow database and draft receipts.
5 drafts
in under 3 minutes
One recorded Outlook run on September 8, 2026 took 2m 54s from runner start to finish. Draft preparation only; human review and sending excluded.
The verified client system supported a repeatable customer follow-up rhythm from current business records.
The Gmail draft path, fact checks, human review line, and dashboard visibility were verified. Current unattended schedule operation is not claimed.
A separate September 8, 2026 Outlook run recorded five verified follow-up drafts in 2 minutes 54 seconds from runner start to finish. Human review and sending are outside that interval.
The useful part is not AI writing an email. It is the system finding the right account, grounding the message in real history, and keeping questionable facts out of the draft.
Verified client system · Installed and checked with real business records.
Tools: MacBook · Gmail · Customer exports · Local database · DOBE Dashboard
The September 8 archived tracking and provider-ID readback records five verified Outlook drafts. The completion marker arrived at 2m 36s; the conservative full runner interval was 2m 54s.
This later Outlook run is separate from the earlier Gmail evidence and the 395+ tracked-draft floor. It is one historical result, not a claim that every run takes the same time or that the customer messages were sent.
The system can find the opportunity, assemble the context, and prepare the first draft. A person still decides whether the message is right and whether it should be sent.
That boundary keeps the workflow useful without making customer communication unaccountable.
Live owner systemWorkflow illustrationCustomer & sales
A real meeting transcript became the complete next-action package without Tanner rebuilding it across five apps.
Used inside DOBE's own sales operations.
See the work
Customer-reviewed proofWorkflow illustrationCustomer & sales
The same weekly sales numbers, in the two versions the business actually uses.
2
report versions reviewed
Verified owner workflowWorkflow illustrationCustomer & sales
One approved outreach batch, with the contact checks and recordkeeping handled together.
25
verified email sends
Your job could be next
Bring the repeated follow-up job and one sanitized example. DOBE can map the records, checks, approval point, and smallest useful first build.