Customer & sales
A real meeting transcript became the complete next-action package without Tanner rebuilding it across five apps.
Goes in
A completed sales-meeting transcript
Mac does
Updates the CRM and prepares the scoped next-action package
You decide
The owner authorizes the invoice and customer follow-up
Comes out
Verified CRM, quote, invoice, email, and text states
The job
The meeting contained the real scope, open questions, next steps, and unrelated private discussion in one long transcript.
DOBE matched the transcript to the existing person and project instead of creating a duplicate record.
How it worked
What came out
The workflow carries one source of truth from the conversation into the systems where the next work actually happens.
The CRM stage and project were updated, the quote and official deposit invoice were sent, and the Gmail and Messages follow-ups were verified from their final states.
Start with your job
Bring one sanitized transcript and the follow-up you normally rebuild. DOBE can map the CRM, quote, approval, and communication path.
Next examples
Customer & sales
Verified client system
A dedicated AI MacBook turns years of order history into a small, review-ready follow-up queue.
395+
client drafts tracked
Goes in
Approved customer and invoice exports
Comes out
A small, review-ready Gmail queue
Installed and checked with real business records.
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.