Use cases
Good AI workflow projects usually start with boring, repeated admin work.
HighTide looks for workflows already familiar to local and regional professional services, B2B service, sales/admin, and operations teams: intake, follow-up, reporting, handoffs, document lookup, and repeated internal questions. If the work has clear inputs, outputs, and review points, it may be a good first audit candidate.
Intake and routing
Requests arrive through forms, inboxes, calls, and referrals, so routing depends on whoever sees them first. The workflow summarizes the request, flags missing details, recommends routing, and drafts the next step for review.
Good first version
Incoming form or email → summary → missing-detail checklist → owner review.
Useful metric: Shorter first-response time
Audit this workflow →Client follow-up
Follow-up gets delayed when calls, notes, templates, and account context live in different places. The workflow prepares a clean draft, next-step reminder, and update suggestion for review.
Good first version
Call notes → follow-up draft → system note → review before send.
Useful metric: Fewer missed follow-ups
Audit this workflow →Recurring reports
Recurring updates take too long when the source material is split across systems, files, messages, and notes. The workflow assembles a first draft and flags missing inputs for review.
Good first version
Dashboard and sheet inputs → update draft → missing-info flags → manager review.
Useful metric: Less time spent rebuilding updates
Audit this workflow →Internal knowledge assistant
Senior staff become the search engine when answers are buried in SOPs, manuals, policies, proposals, and project history. The workflow returns cited answers from approved sources and escalates when confidence is low.
Good first version
Question → cited answer from approved docs → uncertainty flag when needed.
Useful metric: Fewer repeated questions to senior staff
Audit this workflow →Sales and admin handoffs
Handoffs lose context when meeting notes, account history, and proposal details are cleaned up after the fact. The workflow prepares account context, summaries, proposal starters, and internal handoff notes.
Good first version
Meeting notes → summary → action list → proposal starter → record cleanup.
Useful metric: Cleaner handoffs
Audit this workflow →Service request coordination
Office and field teams drop details when job requests, site notes, scheduling context, and customer updates move by hand. The workflow helps triage requests, gather details, update records, and draft customer updates.
Good first version
Request → job detail checklist → route recommendation → customer update draft.
Useful metric: Fewer dropped details
Audit this workflow →Common fits
Useful for local and regional teams coordinating too much work by hand.
These are the places where AI assistance can help without asking the business to reinvent how it operates. RI and New England are the primary focus, with selective remote support when the workflow, owner, and systems access are already clear.
Not sure which workflow to start with?
Bring the workflow that creates the most repeated admin drag. If it is not a fit for AI, HighTide will say so.
Book a workflow discovery call