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A day of jobs, run through Luminair

24 workflows

From scattered enquiries to a quote you can send.

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Services session4 apps connected
Query:

Here is the email from the customer, the site photos and my notes from the visit. Write a quote using my price list: each item with its price, what is not included, and the questions I still need to ask. Draft the reply email but do not send it.

GmailZoho CRMAirtableFathom
Flow:
  1. Claudepulls the scope and open questions
  2. Geminichecks it against the photos
  3. Codexprices the line items from your rates
Result:

ACME-104, quote draft

  • Scope: deck resurfacing, 340 sq ft, confirmed from Fathom visit
  • Exclusion: railing repair not in original enquiry
  • Rate table version: Q3, 2 items flagged as unpriced

Know which invoice needs which conversation.

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Finance session2 apps connected
Query:

Here are my overdue invoices and my emails with those customers. For each invoice, tell me what is still owed, whether they promised to pay or disputed it, and draft the right next email. Do not write to anyone who already paid or promised.

XeroGmail
Flow:
  1. Codexreconciles balances and dates
  2. Claudereads dispute and promise-to-pay replies
  3. Geminiflags where ledger and email disagree
Result:

Collections, week of Oct 1

  • 3 invoices: promise-to-pay already on file, skip
  • 1 invoice: dispute language detected, routed to review
  • 12 invoices: reminder drafted, awaiting your send

Your business has the answers. Bring them together.

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Research session4 apps connected
Query:

Sales dropped last month. Look at our orders, refunds, customer chats and supplier emails from the last 90 days and tell me why, in plain words. Show where each reason comes from, then build me a simple dashboard I can filter by product and week.

WooCommerceIntercomGmailAirtable
Flow:
  1. Claudefinds recurring themes
  2. Geminihunts for what the first pass missed
  3. Codexbuilds and tests the dashboard
Result:

Sales review, September

  • Returns rose for one product, not the whole store
  • A supplier delay explains the stock gaps in week 3
  • Totals checked against the order export

The dress sold out on Friday. The scarves never will.

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Retail session3 apps connected
Query:

Here is last month's sales and today's stock. What will I run out of before Saturday, and what has not sold in 60 days?

WooCommerceAirtableGmail
Flow:
  1. Codexcomputes stock levels per item
  2. Claudereads supplier delays
  3. Geminiquestions the promotion story
Result:

Inventory, week 40

  • Wrap dress: reordered 2 weeks late last time, lost about 9 sales
  • Scarves: marked down 25%, 14 sold in a week
  • Supplier needs 10 days. Reorder at 6 left, not 2

The grant was perfect. The deadline was yesterday.

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Nonprofit session3 apps connected
Query:

Here is a funding call. Does it fit our youth programme? List what they want that we have not got, then draft the 500 word summary.

GmailAirtableAsana
Flow:
  1. Claudemaps what the funder asks for to your programme evidence
  2. Geminichallenges the eligibility fit
  3. Codexbuilds the deadline board
Result:

Youth Futures Fund, fit check

  • Fits: age range and region match the programme
  • Missing: the 12 month outcome data they ask for
  • 500 word summary drafted from your own reports

All 24 workflows

01 · Research

Your business has the answers. Bring them together.

A small business with its records spread across several tools

→02 · Services

From scattered enquiries to a quote you can send.

A contractor quoting jobs from scattered enquiries

→03 · Finance

Know which invoice needs which conversation.

An agency owner chasing overdue invoices

→04 · Agencies

Catch the extra work before it eats your margin.

An account manager watching a fixed-fee project run over

→05 · Accounting

Ask for the missing document. Just once.

A bookkeeper closing out a client’s file

→06 · Consulting

Your next proposal starts with your best work.

A consultancy responding to a tender

→07 · Teams

Turn “ask the owner” into a useful handbook.

An operations lead tired of being the only answer

→08 · Ecommerce

Bring the whole story to a customer dispute.

A store owner handling a customer dispute

→09 · Retail

The dress sold out on Friday. The scarves never will.

A fashion boutique with a shop floor and an online store

→10 · Ecommerce

Forty return claims, and one of them is lying.

A small online store selling higher priced goods

→11 · Legal

Ninety pages, due by nine.

A three lawyer firm handling contracts and small disputes

→12 · Accounting

A shoebox of forms, and one typo from a bad return.

A regional practice doing tax returns and small business audits

→13 · Consulting

You already solved this. In 2023. Somewhere.

A five person firm advising other small businesses

→14 · Logistics

One wrong box costs more than the whole order.

A small warehouse picking and packing by hand

→15 · Manufacturing

Line 2 made that noise before. Nobody remembers what fixed it.

A small plant running a few lines of specialty parts

→16 · Healthcare

The notes take longer than the patient.

A small outpatient clinic with a handful of clinicians

→17 · Education

Thirty learners, thirty different stuck points.

A training company and a local school

→18 · Nonprofit

Two thousand donors, and time to call twelve.

A charity with a small fundraising team

→19 · Nonprofit

The grant was perfect. The deadline was yesterday.

A small organisation that depends on grants

→20 · Agriculture

A season of notes in the door pocket of a truck.

A family farm working a few hectares of mixed crops

→21 · Marketing

Six clients, six voices, one Monday report.

A ten person agency looking after several small clients

→22 · Tech startup

Four people, eleven tools, and the same argument again.

A small software company where everyone does three jobs

→23 · Insurance

A claim arrives as nineteen attachments.

A small brokerage handling claims for local clients

→24 · Finance

What did we promise that client in March?

A boutique advisory firm with long standing clients

→

Try it on one real job this week.

Download Luminair, connect the AI accounts you already have, and start with the task that eats your evenings.

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Product captures show real Luminair controls with sample content. These are illustrative workflows to try, not customer testimonials. Review outputs before acting on them.