LIVE AUTOMATION DEMOS
Working previews of three recommendations from your ClearPath audit — built on the Microsoft 365, QuickBooks, and Service Autopilot stack B&B Group already owns. Each demo runs in under a minute and shows the same pattern: pull in a lot of data, surface the small thing that matters, draft the response in your voice — nothing leaves without your review.
Inbound renewal email lands. The AI reads the body and the attached contract, cross-checks 247 commercial accounts in QuickBooks, flags the three things that quietly changed since last year — new AP contact, new billing address, altered building hours — and stops on a Net 30 vs Net 45 conflict for Andy or Jordan to decide. Draft reply in B&B’s voice ready to send.
Open Intake Demo →Twelve pre-loaded questions across roster & exposure, needle-in-haystack search, email/Teams drafting, and the public-and-discovery facts about B&B itself. Ask “which 6 accounts had AP-routing issues this season and how much is aged?” or “draft a renewal in Andy’s voice for Willowbrook” — answers come grounded in the M365 + Outlook + Service Autopilot data you already keep.
Open Ask B&B →A focused knowledge-hub demo for Service Autopilot workflows, snow contract intake, irrigation client tiers, invoice routing, and the practical office answers Scott would give a new team member. Useful for showing how B&B can preserve operating know-how without replacing Scott or changing the core systems.
Open Scott’s Brain →Each one is self-contained — click and explore.