AI automations for Professional Services

Quick answer: Accounting, law firms, real estate and other office-based services. Recipes grouped by industry.

Accounting (1)

A weekly automation emails each client only the documents they're still missing, with an upload link, until everything is in.

Each intake submission becomes a five-line summary: matter type, urgency, deadlines, conflict-check names and missing info.

Paste the MLS fields and photos into a prompt template to get a 150-word description, three headlines and a social caption.

StorenTech AI builds these automations for small businesses.