Signature projects

The work I'm proudest of.

ZRM · Today

Today

Tuesday · 5 visits

Calendar synced

Visits this week: 18
Open leads: 7
Tasks due: 46

8:30Lakeside DentalDental practiceVisited
10:15Harbor ClinicClinicNext
1:00North Ridge LabLaboratoryLead
3:30Pine St. OrthoOrthodonticsOrder open

Voice note

“Dana wants a sample kit next week and a call about pricing.”

Follow-ups created

Send sample kitNext week
Pricing call with DanaThu

Note added to Lakeside Dental

ZRM

ZRM, a custom-built CRM

Built in-house for 30+ field reps and live in under 30 days. Reps log visits, leads and follow-ups by voice.

Sales · Custom-built CRM · 30+ field reps · Live in under 30 days

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Inspection · BR-0412

Batch record BR-0412Lot L2309-AQty 120 / 120Exp. ??/??J. Moreno

Agent runNeeds review

Read fields from the templateVision extraction to structured data
Run validation scripts4 of 5 checks passed
compare_lot_to_labelLot L2309-A matches the label
Expiry date unreadableCan’t confirm it from the page
Sent to a reviewerWaiting on Quality

Inspection

Agentic Document Validation

Agents and validation scripts check production records in an FDA-regulated operation. Exceptions go to a person for review.

Quality Control · Agentic review · FDA-regulated · Human in the loop

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9:41

← Pick SO-208173 of 4 picked4 of 4 picked

A-14-034471-B× 6
B-02-112208-C× 12
C-07-015530-A× 4
A-03-091187-D× 2

B-02-11

Scanning bin labelBin B-02-11 matched

Line 2 · lot allocatedL2309-A

Item: 2208-C
Expires: 03/2027
Qty: 12 / 12

Confirm pickPicked

Shipping · needed by Thu

Ground Arrives Fri
2-Day Arrives ThuBest rate on time
Overnight Arrives Wed

Label
Packing list
ERP updated

Picking

Pick and Pack, in the cloud

Paper pick slips replaced with tablets and QR scanning. Cloud shipping connected to a legacy ERP.

Distribution · Paper to tablets · QR scanning and lot tracing · Cloud shipping on a legacy ERP

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ChatGPT

ChatGPTERP connector

Which open orders are past their promised ship date?

Calling erp.search_dictionaryCalled erp.search_dictionary
Calling erp.validate_sqlCalled erp.validate_sql

Calling erp.queryCalled erp.query

SELECT ORD_NO, CUS_NO, PRM_SHP_DT
FROM SOH_X01 WHERE ... -- read-only

Three open orders are past their promised ship date:

Order	Customer	Days late
SO-20791	Harbor Clinic	6
SO-20802	Cedar Health	3
SO-20817	Westgate Supply	1

Two of them are waiting on item 2208-C.

Ask anythingWhich open orders are past their promised ship date?

ERP for AI

Chat with Business Data

An MCP server with 25+ read-only tools on live ERP data. Finance, BI and IT get answers without waiting on a query.

Finance, BI and IT · MCP server on live ERP data · 25+ tools · Works in Claude and ChatGPT

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