Last updated: November 2026
Rebotify sets up and manages AI employees for recurring tasks such as enquiries, follow-up emails and document checks. We connect the tools your team already uses, agree who approves the work, and keep the service running with weekly reviews. Start with one agreed task: the first work is ready for review within 48 hours of our setup meeting, with the required access ready.
Describe the task, the tools involved and who approves the work. Our team will reply within one business day.
Where the work gets stuck
Choose one recurring task with clear examples and someone responsible for reviewing the work.
You were quoted a six-week discovery before anything ships
Most AI consulting firms sell capability maps, workshops, and roadmaps.
By the time the team has a deliverable, the executive sponsor has moved on and the budget has rolled into the next financial year.
The workflow is known, but nobody owns it
Follow-ups, summaries, triage, approvals, and reporting keep bouncing between people because the work is too fragmented to hire for cleanly.
A consultant who only writes a strategy will not unblock this.
A pilot needs to ship this week
You need evidence from the real queue, inside your real tools, before committing budget to a larger automation program.
Slides do not count as evidence.
What your team receives
Your AI employee prepares one agreed type of work, with a named reviewer and clear approval steps.
The workflow stops bouncing between people and starts landing in one reviewable place.
Drafts, checks, summaries, and exceptions arrive before the team has to start from zero.
Choose the next task after reviewing how the first one is working.
Start broad if you are still choosing the first task.
Choose a service below to see the tasks it covers.
Service pages, for teams still choosing the first task.
Customer service automation
Managed customer service automation that sorts requests, gathers account details and drafts replies in your helpdesk.
Your support team reviews and approves.
CRM workflow automation
Managed CRM workflow automation for stalled deals, follow-up drafts, activity records and account summaries.
Works in your existing CRM with human approval.
Managed AI
Managed AI employees for calls, enquiries and document work.
Rebotify handles setup, monitoring and weekly reviews; your team approves the work.
Managed AI for accountants
Managed AI for accountants preparing business activity statements, reconciliations and client files.
Draft follow-ups and document checks, with accountant approval.
AI personal assistant
A managed AI personal assistant for inbox sorting, meeting briefs and follow-up drafts.
Works in your existing email, calendar and CRM with human approval.
AI for real estate
Managed AI for real estate teams: organise enquiries, maintenance requests and follow-up drafts in your existing tools, with agent or property-manager approval.
AI for mortgage brokers
Managed AI for mortgage brokers: organise borrower documents, flag missing information and draft follow-ups for broker review.
Credit advice stays with the broker.
AI for legal
Managed AI for law firms handling new enquiries, call summaries and missing-document follow-ups.
Solicitors retain legal advice, conflict decisions and approval.
AI for insurance
Managed AI for insurance brokers preparing renewal files, missing-document requests and policy-change summaries.
Licensed brokers review client-facing work.
AI for healthcare
Managed AI for healthcare administration: referral summaries, missing-document requests and appointment preparation.
Clinic staff review patient-facing work.
AI for ecommerce
Managed AI for ecommerce support: prepare order-status replies, returns checks and follow-ups using order records and store policies.
Your team approves.
AI receptionist
Managed AI receptionist for voicemail, email and form enquiries.
Prepare summaries, booking options and follow-up drafts for your team to approve.
AI for finance
Managed AI for finance teams preparing month-end reports, accounts payable and receivable follow-ups, and variance commentary for finance review.
AI for HR
Managed AI for HR teams preparing candidate summaries, follow-up messages and interview information.
Recruiters review screening notes and approve communications.
AI for marketing
Managed AI for marketing agencies preparing client reports, gathering missing figures and drafting account updates.
Strategists review interpretation and recommendations.
AI for construction
Managed AI for construction teams tracking requests for quotation, subcontractor replies and variations.
Prepare summaries and follow-ups for project-manager approval.
Explore the work each service can prepare for your team.
Accounts payable automation
Contract review automation
AI answering service
Legal answering service
Law firm answering service
Legal intake services
Legal virtual receptionist
Work in motion
Week-one outputs. Drafted for review before send.
EXAMPLE · 01
Classify new emails, find context, draft replies, and route exceptions to the account owner.
EXAMPLE · 02
Summarize the issue, recommend the first response, attach source context, and escalate risky tickets.
EXAMPLE · 03
Pull numbers from the source systems, explain movement, flag anomalies, and prepare the update for review.
EXAMPLE · 04
Package expenses, contracts, content, or hiring approvals with the missing context, then chase politely when an agreed response deadline is missed.
Tasks we can help with
We define exactly what starts the work — a new email, a form submission, a CRM stage change — and which systems it reads for context: your inbox, CRM, helpdesk, docs, or shared drive, connected through a controlled operating layer.
Drafts, summaries, recommendations, and exceptions land where your team already reviews work, not in a new dashboard.
Ambiguous, high-value, or policy-sensitive cases route to a named approver with amount, category, supporting records, the agreed response time, and the person responsible attached — not a generic inbox.
Before the workflow runs on live work, you read real drafts built from your own queue — the same emails, tickets, or reports the employee will handle — so quality is visible before anything customer-facing ships.
We watch the queue daily for errors and stalls, and review misses weekly: what changed, what should have been caught, and what the playbook needs to say instead.
Human control
Replies and decisions can be drafted automatically while sensitive actions still wait for a human owner.
The employee flags ambiguity, missing information, policy conflicts, and unusual requests instead of guessing.
Rules, examples, and escalation criteria are written down so the team can audit why the system behaves the way it does.
Gmail and Google Drive connections follow Google’s API Services User Data Policy, which limits access to the specific data a workflow needs.
Outlook and SharePoint connections use Microsoft Graph’s permission model — the same idea: scoped, revocable, and logged, not full-account access.
When another approach may fit better
What to measure
We use recognised AI risk and management guidance when agreeing the task, its limits and the approvals it needs.
Claim boundary
We do not describe the service as fully autonomous, set-and-forget, hallucination-free, or certified against a standard unless that is true for the specific engagement.
Reference point
NIST organizes responsible AI work around governance, mapping, measurement, and management of AI risk.
Reference point
ISO/IEC 42001 is a management-system standard for organizations building or using AI systems.
Reference point
The FTC has acted against deceptive AI claims, including exaggerated business-growth or replacement promises.
Use these four questions to choose a starting task. Send us an enquiry to discuss the cost, risks and approvals it would need.
We’ll discuss whether an AI employee or a person is better suited to the task.
WORK SCORECARD
Four questions about the work, its cost, the result you need and who approves it.
Work
Replies, reports, document requests, checks, approvals or follow-ups your team repeats.
Cost
Staff time, manager attention, customer wait time, rework, missed follow-ups, or lost revenue.
Quality
More useful drafts, faster replies, fewer errors or clearer information for the next person.
Control
Customer promises, pricing, refunds, legal language, financial decisions, or anything that can damage trust.
Use your answers to discuss the task, pricing and a small first test with our team.
Larger firms bundle strategy, opportunity mapping, data engineering, and model selection as separate phases. Rebotify treats strategy as part of the first build: we pick one workflow, wire the tools it needs, write the approval and escalation rules, and ship the first drafts, then keep operating and tuning it.
Most AI agencies hand over a build and move to the next client. Rebotify stays on as the operator: daily monitoring, weekly tuning, and the same team that scoped the workflow accountable for how it performs after launch.
No. We scope the first workflow around the data and systems you already have, flag what is missing or inconsistent as we go, and route anything the employee cannot resolve to a human. A full data-cleanup project is not a precondition to starting.
Rebotify does. We watch the queue daily for errors and stalled work and review misses weekly, updating the playbook as your process or tools change. Your team reviews outputs and approves sensitive decisions; nobody on your payroll debugs prompts.
Yes — that is the default. We start with one named workflow, not a roadmap document. If a second and third workflow make sense later, we scope those once the first one has earned trust.
Related pages
Managed AI
Managed AI for accountants
CRM workflow automation
Customer service automation
Describe the task, the tools involved and who approves the work.
Our team will reply within one business day.