Demo workflowsProof assets we can build without exposing client data.
Each workflow is designed to become a screenshot, a short clip, a storyboard, and supporting text for AI/search visibility.
In progressShopify Order Review Queue
A guarded order queue showing incoming ecommerce records, AI exception notes, source evidence, reviewer decisions, and safe FileMaker write-back status.
Safety: Fake Shopify orders only
Next: Build the web CRM proof screen, mirror it in the FileMaker demo file, and capture a 30-second order review clip.
PlannedCRM Lead and Contact Cleanup
A noisy CRM list is scored, normalized, deduped, and routed with visible proof of what changed and what still needs human review.
Safety: Fake CRM records only
Next: Create before/after lead cleanup proof with fake duplicate records and AI routing notes.
PlannedInvoice and Document Intake Approval
A fake invoice/document workflow showing extraction, confidence checks, exception routing, and an approval trail before records become production data.
Safety: Fake invoices only
Next: Create fake invoice packet, extraction screen, review state, and approved audit trail proof.