AI agent hack and use case
Fill the seasonal tune-up board from last year’s list
The first hot week shows up and half of last year's tune-up customers were never asked to book this season.
Time saved · a morning of copying names into the same emailMedium
Set the agent up
- 1
Export last season's completed tune-ups that are not on this year's calendar.
- 2
Give the agent the member price, the open mornings, and any one-line note from the last visit.
- 3
It drafts one short pattern plus a custom sentence where the note is specific.
- 4
You send the batch. Anything with a complaint in the notes gets held for you.
- HVAC
Tools
- ServiceTitan
Agent · ChatGPT
Source · Example · membership list