PlainsightWestmore Partners
E

Westmore Partners

Templates

Pre-shaped agents you can compose into your stack. Pick one, wire it to your systems, and ship — humans.ai keeps it running.

01

Office productivity

Low

Friday deck polish agent

Reformats analyst decks to each partner's preferences with native PowerPoint editing.

Composes from

AnthropicAnthropicMCPMCP

~200 hrs / yr per user; 400+ hrs / yr at team scale

Westmore Partners — Finding 03

02

Finance ops

Medium

Billing reconciliation agent

Daily three-way diff across Bill.com, QuickBooks, and the partner master sheet. Flags discrepancies before Sunday.

Composes from

AnthropicAnthropicMCPMCPQuickBooksQuickBooksBill.comBill.com

~500 hrs / yr across ops + management

Westmore Partners — Finding 02

03

Revenue ops

High

Partner prospect inbox agent

Gmail triage with vector-indexed prior replies, voice-matched draft generation. Human approval before send.

Composes from

AnthropicAnthropicNVIDIA NIMNVIDIA NIMMCPMCPGmailGmail

~1,500 hrs / yr + $2M continuity risk reduced

Westmore Partners — Finding 01

·

Discovery

Medium

Voice interview agent

Twenty-minute voice interview per team member. Conversational voice with structured post-call extraction.

Composes from

ElevenLabsElevenLabsNVIDIA NIMNVIDIA NIMAnthropicAnthropic

Replaces 6+ hrs of manual discovery per person

Plainsight platform

·

Customer ops

Medium

Inbound classifier

Triages high-volume inbound messages — referral, support, urgent, scheduling — with edge cases escalated to a stronger model.

Composes from

NVIDIA NIMNVIDIA NIMAnthropicAnthropicMCPMCP

10k+ messages / day at production cost

Reusable template

·

Risk & compliance

Medium

Compliance audit agent

LLM-as-judge sampling of every production agent decision. Outliers escalated for human review.

Composes from

NVIDIA NIMNVIDIA NIMAnthropicAnthropicMCPMCP

Required for any production agent rollout

Cross-customer platform

·

Voice

High

Phone receptionist agent

Answers inbound calls in a brand voice, routes by intent, books meetings, and pages a human for anything escalated.

Composes from

ElevenLabsElevenLabsCartesiaCartesiaAnthropicAnthropicMCPMCP

~1,800 hrs / yr displaced from front-desk staff

Cross-customer platform

·

Finance ops

Low

Expense report router

Reads receipts, matches against the policy book, auto-approves clean submissions and queues edge cases for finance.

Composes from

AnthropicAnthropicMCPMCPQuickBooksQuickBooks

~320 hrs / yr finance + manager time recovered

Reusable template

·

Revenue ops

Medium

Sales-call note synthesiser

Listens to recorded calls, extracts next steps, updates the CRM, and drafts a follow-up email per participant.

Composes from

AssemblyAIAssemblyAIAnthropicAnthropicSalesforceSalesforceHubSpotHubSpot

~12 hrs / week per AE on admin

Cross-customer platform

·

Office productivity

Low

Internal-knowledge Q&A bot

Slack-native answerer grounded in your handbook, wiki, and prior threads. Cites the source for every reply.

Composes from

AnthropicAnthropicPineconePineconeSlackSlackNotionNotion

~6 hrs / week per knowledge worker

Reusable template

·

Finance ops

Medium

Vendor invoice triage

Parses inbound invoices, matches them to POs, flags duplicates, and queues approvals to the right cost-center owner.

Composes from

AnthropicAnthropicMCPMCPQuickBooksQuickBooksBill.comBill.com

~480 hrs / yr AP team time recovered

Cross-customer platform

·

Office productivity

Low

Onboarding companion

Walks every new hire through their week-one checklist over Slack, books intros, and surfaces the docs they need.

Composes from

AnthropicAnthropicSlackSlackNotionNotionLinearLinear

~14 hrs saved per new hire · faster ramp

Reusable template

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