1. Free AI Workflow Review
A 30-minute discussion of current systems, bottlenecks, and opportunities. You leave with specific ideas—not a generic AI presentation.
Turn Your Business Inbox Into a Workflow
The shared inbox is where questions, leads, invoices, and complaints go to wait. Lumify turns that stream into routed work—and feeds the same attention layer that decides what the owner needs to see.
What the system does
- Classify — question, lead, invoice, complaint, scheduling, other
- Extract — names, amounts, dates, addresses, account numbers
- Route — the right mailbox, CRM queue, or accounting workflow
- Draft — a reply the human can send or edit
- Escalate — anything that needs judgment
- Update — CRM or ticket so email is not the only record
- Alert — operations when something is stalled or angry
Invoice from vendorAccounting
“Can you come Thursday?”Scheduling
New website leadSales queue
Who uses this
Office-heavy home-service shops, property managers, and professional firms that still run the company from a shared mailbox.
Classified leads can enter lead follow-up. Exceptions appear on the daily brief.
Keep the software your team already knows.
Lumify connects your existing CRM, email, accounting, scheduling, and industry-specific systems. We automate the work happening between them rather than forcing your team onto another platform.
Your data stays under your control.
Lumify uses secure, scoped access to the systems required for each workflow. We don’t need employee passwords, and solutions can be Lumify-managed or deployed into your own cloud environment when appropriate. Read how access works.
How customers buy
2. AI Opportunity Assessment
We map high-value opportunities, technical requirements, expected impact, and recommended priorities.
3. Build & Deploy
Fixed-scope implementation of the selected workflow, connected to the systems you already use.
4. Manage & Improve
Optional hosting, monitoring, maintenance, and improvement as the business changes.
Common questions
Does this replace our help desk?
Only if you want it to. Many teams keep the help desk and use Lumify to get email into it cleanly.
What about personal inboxes?
We start with the shared or departmental box. Personal mail stays personal.
Can it send without a person?
Routine, low-risk replies can. Complaints and edge cases escalate.