Four back-office workflows: support + documents + finance + knowledge. The operational plumbing.
Four Claude workflows that handle the back-office work every company pays too much for: the Customer Support Agent contains tier-1 tickets, the Document Intelligence Pipeline handles invoices/contracts/forms, Finance Ops runs AP/AR/expense automation, and the Internal Knowledge Base RAG answers the "how do we do X?" questions that keep getting re-asked. The operational plumbing that frees your team for actual strategic work.
Coming soon — content is being finalized. Email josh@thetalkinghedge.com to be notified when this pack ships.
AI Customer Support Agent Deployer
Full deployment stack for replacing tier-1 customer support with a Claude-powered agent. Ships the KB-ingest pipeline (Zendesk/Intercom/Gorgias article extraction → Qdrant), the agent persona template, escalation rules with scope boundaries (when to handoff to human), approval gates for refunds/exceptions, daily QA sampling rubric, and the analytics dashboard for containment-rate / CSAT / first-response-time. Realistic deployment window: 3 weeks to 60% containment on common issue types.
Document Intelligence Pipeline (OCR + Extract + Route)
End-to-end document pipeline: PDF/image ingestion → Claude vision OCR → structured data extraction with schema validation → routing to downstream system (CRM / ERP / billing / filing cabinet). Handles invoices, contracts, loan docs, medical forms, claim documents, tax filings. Includes the rejection queue for low-confidence extractions, human-in-the-loop approval UI, and the audit trail every regulated industry requires.
Finance Ops Automator (AP / AR / Expense Reconciliation)
Full finance back-office Claude workflow: invoice OCR + GL coding suggestion + approval routing (AP), invoice generation + sending + reminder sequences + dunning (AR), employee expense receipt OCR + policy-violation flagging + approval routing. Reconciles against bank feeds, flags variances, generates month-end close checklists. Runs on top of QuickBooks/Xero/NetSuite/Ramp/Brex.
Internal Knowledge Base RAG Deployer (Slack + Notion + Docs)
Turns your scattered Slack/Notion/Drive/Confluence into a Claude-queryable knowledge base. Ships the connectors (source → chunker → embedder → Qdrant), permission-aware retrieval (respects source-system ACLs), Slack slash-command Q&A bot, stale-content detector, and the quarterly-refresh automation. New hires onboard in days, not months; every team answer is one query away.