Sample workflows

Agents shaped around the work your team already knows.

Cogsmith starts with one recurring workflow inside a regulated operation. These examples show the level of specificity we bring to a pilot: the agent prepares the work, and a human stays in the loop for consequential actions.

Scope a workflow

Illustrative discussion examples, not descriptions of customer deployments or product guarantees.

Where we work

One concrete workflow per vertical.

Each sample is deliberately narrow. The right starting point is the task that repeats often enough to measure and matters enough to improve.

Sample workflow

Dental

Scheduling and recall agent

A sample workflow for practices that need appointment requests and overdue recall work organized before staff follow up.

  1. 01Receive appointment requests from the practice inbox.
  2. 02Check the scheduling queue and identify the next staff action.
  3. 03Prepare reminder and recall follow-up for staff review.

Human review remains the handoff

Sample workflow

Law

Personal injury intake agent

A sample workflow for turning a new personal injury inquiry into an organized intake packet without making a legal determination.

  1. 01Collect incident details and available documents.
  2. 02Organize the intake into a consistent matter summary.
  3. 03Flag missing information for attorney review.

Human review remains the handoff

Sample workflow

Accounting

Client document collection agent

A sample workflow for reducing the back-and-forth around statements, receipts, and other client-provided records.

  1. 01Request missing statements and receipts from the client.
  2. 02Track which requested documents have arrived.
  3. 03Prepare a follow-up list for the accounting team.

Human review remains the handoff

Sample workflow

Insurance

Renewal preparation agent

A sample workflow for helping an agency gather renewal materials before a producer reviews the account.

  1. 01Gather renewal materials from the account and inbox.
  2. 02Follow up on missing items with a draft for staff approval.
  3. 03Prepare a producer-review packet with open questions.

Human review remains the handoff

Sample workflow

3PLs

Carrier appointment agent

A sample workflow for helping small logistics teams triage carrier email without losing the operations review step.

  1. 01Triage carrier emails by shipment and appointment.
  2. 02Confirm appointment details for operations review.
  3. 03Prepare shipment-status updates for the team to send.

Human review remains the handoff

Start narrow

Bring us the workflow that keeps coming back.

Share the context behind one recurring task and we will discuss scope, guardrails, and what a useful 90-day pilot could measure.

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