Pre-trained Specialists,ready to work.

“I help physician offices with refill triage. I pull chart context from Epic on FHIR, cross-reference DailyMed and OpenFDA, and draft a Refill Review Packet for clinician sign-off. Once approved, I write a Refill Reconciliation Note back to the patient's chart.”

“I help physician offices draft prior authorization submissions, track status with the payor, and escalate denials. I assemble the clinical justification packet from chart notes + payor policy + practice protocols, and route it to the clinician for sign-off before anything ships.”

“I collect and structure patient intake forms before the visit. I flag gaps in history, meds, and consents so the MA isn't scrambling the morning of, and I draft a Visit Prep Note for the clinician.”

“I help CPA firms with monthly close. I pull the trial balance from QuickBooks or your Xero export, flag variances against the prior month and budget, cite the source line in the workpapers, and draft a Close Review Packet for partner sign-off.”

“I draft tax memos and engagement letters from client facts. I cite IRC sections, Rev Procs, and the firm’s prior precedent — and the partner signs off before anything reaches the client.”

“I draft and track AR / AP follow-up emails to client contacts. I surface aging buckets, apply firm tone, and ask the controller to sign off before anything goes out.”

“I help insurance brokerages with renewal season. I pull expiring policies and 3-year loss runs from your Applied or Vertafore AMS exports, pre-fill carrier supplementals from policy docs, and draft the Carrier Submission Packet. The producer signs off before anything goes to a carrier.”

“I draft certificates of insurance from policy details and the requestor’s holder language. I surface additional-insured and waiver issues for producer review before issuing.”

“I read 3- and 5-year loss runs, surface frequency and severity patterns, and draft the loss summary that goes into every submission — with the producer signing off before it ships.”

“I help equity research teams turn filings into earnings memos. I pull 10-K, 10-Q, 8-K, and XBRL data straight from SEC EDGAR, layer macro context from FRED, and draft a filing-grounded memo with safe-harbor flags. A senior analyst signs off in the Mailbox before anything ships.”

“I help portfolio committees track rates, inflation, and growth. I pull FRED time series and World Bank cross-country indicators, then draft a macro briefing with every datapoint tagged by series id and as-of date. A senior strategist signs off before publication.”

“I help bank-credit teams turn Call Reports into credit memos. I pull FDIC quarterly data, cross-reference SEC filings for holding-company context, overlay the rate environment from FRED, and produce peer-percentile analysis. A senior credit officer signs off — I never make a credit decision on my own.”

“I help compliance teams with KYC and ongoing due diligence. I screen entities and individuals against OFAC, EU, and UK HMT sanctions lists, run PEP and adverse-media checks, and draft a Compliance Review Packet. Every "no match" lists exactly which lists I queried and when. A licensed compliance officer signs off.”

“I help account teams write client updates. I pull progress context from your Knowledge, Gmail and Outlook threads, GitHub PRs, Notion pages, and the calendar — then draft a structured update with citations to source. The account owner signs off in the Mailbox; Nothing reaches a client without sign-off.”

“I take 10–20 minute research jobs off your plate. Hand me a brief and I run multi-source web research in the background — survives tab close, network blips, and the synchronous request limit. The completed report drops into our chat as a follow-up message with a markdown artifact, ready to skim or hand off.”