AI employees for your business.
You stay in charge.
Fluid builds agents that chase invoices, answer leads, and watch deadlines. They draft. You approve.
Watch one job
A job shows up. The agent works it. You give the OK.
A short scene: a customer asks for invoice 204 again, the Invoice Chaser agent finds it, checks it is unpaid, drafts a reply, the owner approves, and the reply goes out two minutes later.
A chatbot answers. Fluid finishes.
Same message from Dana, two very different mornings.
With a chatbot
Dana · Prairie Roofing
Tue 7:02 AM
“Can you resend invoice 204? I can’t find it anywhere.”
Chatbot
“Sure! Here’s a template: ‘Hi Dana — please find attached invoice 204…’ Just copy it into your email, find the invoice, attach it, and send!”
With Fluid
Dana · Prairie Roofing
Tue 7:02 AM
“Can you resend invoice 204? I can’t find it anywhere.”
Examples of what agents can do
From quick chores to whole workflows. Every agent is designed for one company: its tools, its customers, its way of doing things. These are examples, not a catalog.
Any business
Lead Responder
Every inquiry answered fast, before your competitor gets to it.
Any business
Deadline Watcher
Renewals, filings, and due dates never slip again.
Real estate
Lead Responder
Answers every new inquiry fast and offers showing times before they call the next agent.
Real estate
Sphere Nurture
Keeps past clients warm with market updates, so referrals keep coming back.
Insurance
Claims Concierge
Keeps your insureds updated and chases the adjuster so you don't have to.
Financial advisors
Follow-Up Writer
Drafts the recap email, the task list, and the CRM notes. You review and send.
Civil & surveying
Proposal Drafter
Builds new quotes from the request and your own past jobs.
Civil & surveying
Status Digest
Clients get a clear weekly update, so they stop calling for one.
Construction
Waiver Collector
Gathers lien waivers and insurance certs from subs before pay apps go out.
Dental practices
Schedule Filler
A cancellation posts and the waitlist gets offers in minutes.
Restaurants & breweries
Review Responder
Drafts a warm reply to every review, good or bad, in your voice.
Restaurants & breweries
Social Drafter
Turns tonight's specials into posts, ready for your OK.
Events & experiences
Contract Chaser
Contracts and deposits politely chased until they're signed and paid.
Flooring retailers
Follow-Up Runner
Every showroom visit and open quote followed up before it goes cold.
Flooring retailers
Report Builder
The same report every cycle, assembled the same way from the numbers already in your system, instead of somebody rebuilding it by hand.
Recruiting firms
Candidate Screener
Reads every resume against the job and drafts a shortlist with reasons.
Recruiting firms
Pipeline Nudger
Keeps candidates warm and clients updated, so nobody goes quiet.
Any business
Paper Chaser
Documents and signatures politely chased until they come back.
Any business
Proposal Drafter
Reads the request, pulls your past jobs, and drafts the full quote, start to finish.
Real estate
Transaction Coordinator
Chases signatures, inspections, and deadlines all the way to closing.
Insurance
Renewal Desk
Flags every policy coming up and drafts the quote comparison before you ask.
Insurance
Gap Scanner
Finds single-policy customers and drafts the outreach for the coverage they're missing.
Financial advisors
Paperwork Chaser
Politely hunts down unsigned forms, transfers, and beneficiary updates.
Civil & surveying
Submittal Tracker
Chases city and county reviews, deadlines, and resubmittals.
Construction
Bid Triage
Reads every invitation to bid and gives you a clean go or no-go summary.
Construction
Daily-Log Compiler
Turns the foreman's texts into a clean, official daily report.
Dental practices
Insurance Verifier
Benefits checked and noted before the patient sits down.
Restaurants & breweries
Event Booker
Private-party inquiries answered fast, with dates and a draft quote.
Events & experiences
Booking Responder
Answers every date inquiry fast, with availability and next steps.
Events & experiences
Day-After Writer
Sends the thank-you, asks for the review, and drafts the rebooking offer.
Flooring retailers
Builder Desk
Keeps builder accounts posted on orders and delivery dates, no phone tag.
Flooring retailers
Reorder Desk
Watches what your system has already flagged to reorder, builds the purchase order, and leaves it for you to approve.
Recruiting firms
Outreach Drafter
A personal first message drafted for every name on your list.
Any business
Invoice Chaser
Late payments followed up, again and again, until they're paid.
Any business
Client Onboarder
Welcomes a signed client: collects documents, sets up files, and drafts the kickoff email.
Real estate
Listing Marketer
Drafts your listing copy, posts, and flyers straight from the MLS data.
Insurance
Certificate Desk
Gets certificates of insurance out the door in minutes, not days.
Financial advisors
Meeting Prep
A one-page briefing on every client before every meeting. Accounts, life events, last notes.
Financial advisors
Deadline Watcher
RMDs, contribution dates, and review cycles never slip again.
Civil & surveying
Records Researcher
Pulls plats, deeds, and county GIS records before the crew rolls.
Construction
Change-Order Documenter
Turns field notes and photos into formal change order requests.
Dental practices
Recall Runner
Overdue cleanings get a friendly nudge until they're back on the books.
Dental practices
Balance Chaser
Patient balances followed up politely, again and again, until they're paid.
Restaurants & breweries
Invoice Wrangler
Supplier invoices collected, matched, and lined up for payment day.
Events & experiences
Detail Collector
Headcounts, menus, and final details gathered before the deadline.
Flooring retailers
Quote Drafter
From measure sheet to finished estimate, drafted from your own price book.
Flooring retailers
Install Scheduler
Confirms installs the day before and flags the calendar when a job slips.
Flooring retailers
Quote Checker
Reads a quote against past jobs like it and flags what is missing before the margin goes, not after.
Recruiting firms
Interview Wrangler
Times juggled between candidate and client until it's on the calendar.
Nothing here comes off a shelf. Tell us what eats your week and we’ll design an agent around how your business already works.
Book a callHow it works
So what’s it actually doing in there?
No mystery. Here’s the shape of the work, in plain words.
Your workspace
Invoice Chaser
The agent
Its job
Playbook
- Sound like us: warm and short.
- Third reminder: offer a plan.
- Nothing sends without an OK.
Its playbook
plain English, written with you
A run
reads the playbook, works the job, reports back
Tuesday’s run
The actions
Edits and approvals flow back into the playbook.
Agents, not flowcharts.
An agent gets a goal and a playbook, not a script. Each run it works out the route inside your rules, two actions or ten. That’s the difference between an agent and an automation.
Every run reports back.
Each action lands as done or not. Then the agent calls the whole run: done, needs you, or stuck. Needs you is where you come in.
What you actually see
The work comes back finished.
No dashboard babysitting. Results land where you already look.
The summary email
Your Tuesday summary
5:00 PM
- 14 jobs finished
- 2 waiting on your OK
- Invoice 204 paid · $1,850
Lands on your rhythm. Quiet weeks included.
The worklist
Everything lands as done or not. Nothing vanishes.
The text
Fluid: Invoice Chaser has 1 draft waiting on your OK.
7:03 AM
A text only when it can’t move without you.
Safe by design.
Approved by you.
You approve everything
Nothing goes out the door without your OK.
It starts by only watching
Agents usually begin reading and writing nothing. They earn more only when you say so.
Hard limits, always
It only ever reaches people the work already involved, never spends money, never deletes anything.
Your passwords stay yours
Agents connect through official permissions. They never see a password.
Logged and pausable
Every action is recorded. One click pauses everything.
Sites and web apps that pull their weight.
A site that brings in leads. A portal customers actually use. One flat price, quoted up front, and we stick around after launch.
Marketing sites
Clear, fast, and built to turn visitors into calls.
Customer portals
A place for your customers to log in and help themselves.
Web apps
The tool your business needs, built the way you work.
Custom software without the surprises.
Tell us the problem. We quote one flat price and build the tool that fixes it.
One flat price
You know the full cost before we start. No hourly billing.
The right tech
We pick the tools that fit the job, not a favorite stack.
Support after launch
We stay on to fix, tune, and improve as you grow.
Pilot one agent for 90 days.
Flat monthly price. Cancel anytime. We set it up with you.