AI Powered Workflows + Tasks
Running your business takes enough of your time. Following up with leads, sorting inquiries, and moving information between systems shouldn’t take the rest. Vermont Business Lab builds practical workflows that connect your tools and use AI to help keep work moving.
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ai receptionists
Answer routine questions, collect customer details, book permitted appointments, and pass specific requests to a person. Useful for businesses whose staff can’t always answer the phone. Jobber already supports these functions.
Internal business assistants
Employees ask, “What’s our cancellation policy?” or “How do we handle this service?” and receive answers drawn from approved company documents. SharePoint agents support this kind of permission-based document search.
customer questions
Help visitors find answers using your business’s approved information. Collect the details you need and direct more specific questions to the right person.
invoice follow up
Identify outstanding invoices and draft reminders tailored to the customer and invoice. QuickBooks now offers AI-assisted payment communications and follow-up recommendations.
SPREADSHEETS & REPORTING
Collect and organize CSV exports, combine spreadsheets, and prepare recurring reports. Standardize formats, flag missing or duplicate information, and turn scattered data into clear summaries your team can use.
FILES & DOCUMENTS
Automatically collect, rename, and organize documents by customer, project, or date. Extract key details from PDFs and email attachments, reduce repetitive data entry, and make important information easier to find.
endless possibilities
We’ve been working with AI since before it became mainstream. We know how to configure the tools, provide the right context, and develop effective prompts to put them to work. From custom code and applications to connected systems and automated workflows, we combine AI with the technical experience to build, test, and refine solutions around your business. The technology is powerful. The expertise behind it makes the difference.
AI IS CHANGING BUSINESS. MAKE IT WORK FOR YOURS.
The possibilities of AI continue to expand—and learning how to use it effectively is becoming a valuable business skill. Organizing spreadsheets, preparing reports, researching questions, and handling routine administration are practical places to start. Used thoughtfully, AI and automation can give your team more time for customers, decisions, and growth.
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Different tools bring different strengths. Perplexity emphasizes research with linked sources, while Claude by Anthropic supports document analysis, writing, and technical work. Gemini from Google DeepMind powers assistance across Google’s work tools, and ChatGPT by OpenAI supports writing, analysis, and connected workflows. Their capabilities overlap, but their features and integrations differ.
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If your business hasn’t explored AI yet, we recommend starting now—with one useful application. The lasting advantage comes from understanding what to delegate, how to check the results, and how to turn a helpful tool into a reliable everyday process.
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Vermont Business Lab helps you identify those opportunities and build a smarter way to work—around your business, your team, and your goals.