Customer & sales
A dedicated AI MacBook turns years of order history into a small, review-ready follow-up queue.
Goes in
Approved customer and invoice exports
Mac does
Refreshes history and prepares grounded follow-up drafts
You decide
A person reviews every draft before sending
Comes out
A small, review-ready Gmail queue
395+
client drafts tracked
Verified minimum from the client workflow database and draft receipts.
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.
How it worked
What came out
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.
The verified client system supported a repeatable customer follow-up rhythm from current business records.
Start with your job
Bring the repeated follow-up job and one sanitized example. DOBE can map the records, checks, approval point, and smallest useful first build.
Next examples
Customer & sales
Live owner system
A real meeting transcript became the complete next-action package without Tanner rebuilding it across five apps.
Goes in
A completed sales-meeting transcript
Comes out
Verified CRM, quote, invoice, email, and text states
Used inside DOBE's own sales operations.
Files & operations
Verified client system
A guarded intake workflow turns four recurring accounting exports into one checked working database.
8,986
invoices recovered
Goes in
One exact four-file accounting export set
Comes out
One current, audited customer database
Installed and checked with real business records.
Billing & finance
Verified delivered proof
Three employee workbooks became three one-page invoice drafts with quantities, rates, totals, work orders, and page counts checked before review.
Goes in
Three completed-job workbooks, rates, and prior examples
Comes out
Three checked invoice drafts
Checked output was delivered; no accounting write occurred.