7 workflow automations purpose-built on top of Design Manager — no data leaves your system, no parallel tool for your team to learn.
AI tracks every selection in Studio Designer, places trade orders with vendors, monitors lead times, and surfaces ship/install schedule risks to the designer — projects ship on time and the designer designs. Purpose-built for teams running Design Manager — uses the native API or agent integration so nothing leaves the system of record.
AI matches incoming vendor invoices to POs in Studio Designer, flags discrepancies, applies to client retainer, and produces the client-ready invoice — billing runs cleanly without partner time. Purpose-built for teams running Design Manager — uses the native API or agent integration so nothing leaves the system of record.
AI tracks every open selection in Studio Designer, prepares decision packets per category, sends personalized client nudges, and surfaces stalled decisions to the project manager — selection-driven delays drop. Purpose-built for teams running Design Manager — uses the native API or agent integration so nothing leaves the system of record.
AI captures bills from every channel, classifies them per entity in Studio Designer, schedules payments, and produces a real-time cash dashboard per family — bill pay errors drop to near-zero. Purpose-built for teams running Design Manager — uses the native API or agent integration so nothing leaves the system of record.
AI generates K-1s from Studio Designer partnership data, validates against prior year, distributes to beneficiaries with explanatory notes, and tracks acknowledgement — K-1 season compresses from months to weeks. Purpose-built for teams running Design Manager — uses the native API or agent integration so nothing leaves the system of record.
AI tracks trust corpus, calculates required distributions, produces beneficiary statements from Studio Designer, and flags trust-term compliance issues — trustee operates with full audit trail. Purpose-built for teams running Design Manager — uses the native API or agent integration so nothing leaves the system of record.
AI assembles bid packages from Studio Designer scope, sends to subs, normalizes responses for comparison, and runs sub onboarding (insurance, W-9s, MSA) — start-to-construction time drops measurably. Purpose-built for teams running Design Manager — uses the native API or agent integration so nothing leaves the system of record.
We build custom AI workflows on top of Design Manager for any repetitive process. Tell us what you'd automate.
