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.
Start Every Day Knowing What Needs Your Attention
Lumify continuously reviews the signals coming from the systems that run your business. It identifies exceptions, revenue opportunities, customer risks, and work that is falling through the cracks—then gives you a concise action list.
The Owner’s Daily Brief is the visible output of Lumify’s attention layer—not a BI dashboard and not another login. It is the first thing we look for in a workflow review.
Good morning. 7 things need your attention today.
Revenue at risk: $47,500
- Revenue at risk — estimates and unworked replacement leads
- New leads requiring action
- Estimates going cold
- Customer-service risks across email, jobs, and reviews
- Scheduling exceptions
- Collections past your follow-up window
- Missed communications and operational anomalies
Everything else was reviewed. Nothing else requires your attention.
Where the information comes from
CRM, accounting, scheduling, email, lead sources, reviews, and industry software you already use. Lumify does not ask the owner to become the integration.
What Lumify detects
- Leads with no activity since they arrived
- Estimates past your follow-up window
- Jobs waiting to be scheduled
- Invoices past due
- Customer messages and reviews that sound like risk: delay, complaint, cancel, “nobody showed up”
Industry examples
Contractors see leads, estimates, jobs, and AR. Property managers see open work orders and unanswered inquiries. Professional firms see stalled intake and renewals.
How it is delivered
Email, Slack, Teams, or a Lumify application view—depending on the implementation. The point is one artifact the owner will actually open, not another dashboard login.
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.
Related: lead follow-up and estimate follow-up often feed the same brief.
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
Is this a BI dashboard?
No. It is a short, exception-based action list. If nothing needs you, the brief should be short. “95 events reviewed. No action required” is the point.
Do we have to change CRMs?
No. We read the systems you have, with scoped access.
Can staff see it too?
Yes, if you want a dispatcher or office manager copy. Most owners start with themselves.