What is coWorker?
Manual processes and repetitive tasks can consume valuable time and resources, hindering growth and productivity. You need solutions that work smarter, allowing your team to focus on strategic initiatives.
coWorker specializes in developing tailored AI agents designed to automate specific business functions, streamline workflows, and deliver measurable time and cost savings. We build intelligent helpers that integrate seamlessly with your existing systems, handling the details so you don't have to.
Key Features
Explore the ways custom AI agents can transform your daily operations:
🤖 AI-Powered Sales Assistance: Equip your sales team with a virtual assistant that handles routine tasks like lead qualification, initial outreach, scheduling follow-ups, and answering common questions. This frees up your sales professionals to concentrate on building relationships and closing deals. For example, an agent can instantly engage website visitors via chatbot, collect their information, and log it directly into your CRM, notifying a salesperson via Slack.
🧾 Automated Finance & Billing: Eliminate manual data entry and tracking in finance. An AI agent can monitor designated inboxes for incoming invoices, read PDF or scanned documents, extract key details (vendor, amount, date), and automatically input this information into your accounting software or spreadsheets like QuickBooks or Google Sheets. It can also automate sending outgoing invoices and setting payment reminders.
👥 AI-Assisted Recruitment & HR: Accelerate hiring and simplify HR administration. AI can quickly scan resumes to identify top candidates based on criteria, creating shortlists for your HR team. It can also serve as an internal assistant, instantly answering common employee questions about policies or leave requests by accessing your HR documents.
⚙️ Autopilot for Routine Tasks: Delegate mundane operational chores to AI. Agents can manage scheduling meetings by coordinating availability via email, send automated reminders, and transfer data between disparate systems without manual effort. This reduces errors and ensures routine processes are handled efficiently.
🤝 Smart Support Ticket Routing: Improve customer support response times and efficiency. AI can analyze incoming support requests via email or helpdesk, understand the nature and urgency of the issue, and automatically route the ticket to the correct team or individual. For common queries, the AI can provide instant, automated answers from your knowledge base.
Use Cases
Consider how a tailored coWorker AI agent could work for you:
Automating Sales Lead Follow-up: When a new lead fills out a form on your website, an AI agent can instantly pull their details from your CRM (like HubSpot), draft a personalized introductory email via Gmail, and send it out. This ensures every lead receives immediate attention, increasing engagement potential.
Streamlining Supplier Invoice Entry: Instead of manually processing incoming supplier invoices, an AI agent monitors a specific email inbox or cloud folder (like Dropbox). When a new invoice arrives as a PDF, the AI reads it, extracts vendor name, amount, and due date, and automatically enters this data into your accounting system (like Xero) or a Google Sheet.
Simplifying Employee HR Queries: Your employees can ask routine HR questions via a chat interface (like Slack). An AI HR assistant accesses your internal HR handbook (a PDF in Google Drive, for example) and provides instant, accurate answers regarding policies or procedures, reducing the burden on your HR staff.
Why Choose coWorker?
Beyond automating tasks, coWorker offers a critical advantage for businesses handling sensitive data:
🔐 Privacy & Security First with On-Site AI: We prioritize the security of your sensitive business information. Our AI solutions can be deployed directly onto your existing infrastructure or within your private cloud environment. This keeps your data secure and ensures it remains inaccessible to external AI models, providing robust data protection and peace of mind.
Conclusion
coWorker builds custom AI agents that integrate seamlessly into your business, automating time-consuming tasks across sales, finance, HR, operations, and support. By addressing your specific challenges with tailored solutions, we help you save time, cut costs, and empower your team to focus on what truly matters.
