Examples

We run our own business this way

The first part of this page shows systems we built and use at REB Works. The pictures use sample data so nothing private is shown, but the systems are real. Further down are solutions we can build for your business.

Dashboards

One screen that shows what's happening, so you don't have to check five different apps.

Illustration with sample data

Built for REB Works

Live operations dashboard

A map of every system the business relies on, which ones are connected, and which need attention. Server status updates live each time it's opened.

Works with
Hosting provider API, web services, a simple data file
For your business
See at a glance whether your website, email, forms and tools are working.

Illustration with sample data

Built for REB Works

Business command center

Communications, money and work in one view, with live feeds from Outlook and Slack, so the day starts with what actually needs a decision.

Works with
Outlook, Slack, calendar, spreadsheets
For your business
A morning view of what's waiting on you, without opening every app.

Applications

Small, focused tools that do one job well, built around how your team already works.

Illustration with sample data

Built for REB Works

Team chat request app

Type a request in Slack and it goes to the right assistant. Only approved people can send requests, and each request is checked against what that assistant is allowed to do.

Works with
Slack, a small server app
For your business
Ask for a report or a draft from the chat app your team already uses.

Illustration with sample data

Built for REB Works

Connections tracker

A searchable directory of every service the business uses, what it's for, whether it's been checked, and the evidence behind that status.

Works with
A web page with built-in tests, no outside services
For your business
Know which subscriptions you have, which are working, and which you could drop.

Automated flows

Repeating jobs that now run by themselves, with a person approving what matters.

Illustration with sample data

Built for REB Works

Inbox flow

Email is sorted into folders, meeting requests become calendar entries, anything needing action becomes a task, and a short summary arrives twice a day.

Works with
Microsoft 365: Outlook, calendar, task list
For your business
Start the day knowing what came in overnight and what needs you.

Illustration with sample data

Built for REB Works

Document sync In testing

When a master document changes in SharePoint, the matching copy in a searchable notes library is updated. It currently runs in test mode while we check every file match.

Works with
SharePoint, a workflow tool, a notes library
For your business
One master copy of each document, kept current everywhere it's needed.

AI assistants

Assistants with clear jobs and clear limits, so they help without surprises.

Illustration with sample data

Built for REB Works

Executive assistant

Drafts email, organizes the inbox and keeps the calendar tidy. It is technically blocked from emailing anyone except the owner, so every outside message waits for a person.

Works with
Microsoft 365: Outlook, calendar, SharePoint
For your business
Help with email and scheduling, with a hard limit on what it can send.

Illustration with sample data

Built for REB Works

Role-based assistant team

A set of assistants, each with one role and read-only access to what that role needs. Requests outside a role's area are refused, and a person signs off on decisions.

Works with
An agent workspace, Microsoft 365 (read-only), team chat
For your business
Hand routine prep work to assistants without giving any one of them the keys to everything.

Databases

Organized information that people and assistants can actually find.

Illustration with sample data

Built for REB Works

Invoice library

Invoices stored in one SharePoint library, sorted into categories automatically, with due dates you can filter.

Works with
SharePoint lists and libraries
For your business
Find any invoice in seconds and see what's due this month.

Illustration with sample data

Built for REB Works

Assistant memory

A searchable store of decisions and context, so assistants answer from what was actually agreed, with a pointer to where it came from.

Works with
A private database on our own server
For your business
Stop re-explaining the same things. Answers come with their source.

Illustration with sample data

Built for REB Works

Knowledge library

The business's policies, guides and templates in one organized library, kept in sync and readable by the assistants that need it.

Works with
SharePoint, a notes app, cloud sync
For your business
One place for "how we do things", easy for new staff and for AI.

For your business

Solutions we can build for you

These are common jobs we set up for businesses, shown as examples. They use the same tools and approach as the systems above, adapted to how your team works.

Illustration with sample data

Example solution

Employee onboarding

When you hire someone, one form starts everything: accounts are requested, equipment is ordered, the paperwork goes out to sign, and a first-week plan is drafted for the manager to adjust.

Works with
Microsoft 365 or Google Workspace, e-signature, your HR checklist
What it saves
Nothing forgotten on day one, and no chasing paperwork by hand.

Illustration with sample data

Example solution

Client intake

A new client fills in one form. Missing details are flagged, a client record and folder are created, and a welcome email is drafted for you to approve.

Works with
Web or Microsoft Forms, SharePoint or Google Drive, Outlook, your CRM or a spreadsheet
What it saves
The same details typed once, and every new client set up the same way.

Illustration with sample data

Example solution

Customer records and follow-up

Every customer in one place, with their history, open quotes and the next follow-up. The assistant drafts check-ins when a quote goes quiet, and you decide what gets sent.

Works with
Excel or a simple CRM, Outlook, your accounting app
What it saves
Fewer lost quotes, and anyone on the team can see where a customer stands.

Illustration with sample data

Example solution

Appointment scheduling

Customers book from your website into the real calendar, reminders go out automatically, and changes are sent to you to confirm.

Works with
Microsoft Bookings or similar, Outlook or Google Calendar, text or email reminders
What it saves
Less phone tag, fewer no-shows, and a calendar that stays accurate.

Illustration with sample data

Example solution

Service requests

Requests from email, phone notes or a web form land in one queue. The assistant sorts them by type and urgency and suggests who should take each one, and your team works from a single list.

Works with
Outlook, Microsoft Lists or a spreadsheet, Teams
What it saves
No request lost in someone’s inbox, and a clear view of what’s open.

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