It starts with a request or a schedule
Ask in email, Teams or Telegram (and soon in the iPhone app), or let the work run on a set schedule, like a weekly digest or a monthly report.
HomeUse cases
USE CASES
Use cases.
Work agents take on.
Each page shows one recurring job: what you ask, what Luminorix does step by step, the systems it connects, and where a person decides. Live and In pilot mark work Luminorix runs today for real businesses and for itself. On request marks jobs built from services that run today, set up for your business. Coming soon marks what is in build.
01 Connects your existing systems02 Read-only first03 You approve before anything moves04 Every action on the record
BY ROLE
Find the work
your team repeats.
Start with the team that carries the repetitive load. Each role groups the jobs Luminorix runs today, the ones it sets up on request and the ones in build.
- Finance & accountingBills, close, books, reports
- Operations & purchasingOrders, shipping, documents
- Sales & customer serviceAnswers, digests, vendor reports
- Support & shared inboxesTickets, triage, team questions
- Marketing & contentPosts, video, web pages
- Owners & leadershipBrief, approvals, mail, meetings
- People & HRHiring, onboarding, policies
- IT & securityHelp desk, access, incidents
- Legal & complianceContracts, rules, requests
- Everyday workEmail, documents, research
BY INDUSTRY
Built on real work
in real businesses.
Live and pilot use cases span distribution, healthcare billing, construction, real estate, manufacturing, hospitality and professional services; the same building blocks serve other industries on request.
- Distribution & e-commercee.g. a lab-supply distributor
- Healthcare billinge.g. a medical billing company
- Construction & tradese.g. a public-works contractor
- Real estatee.g. a residential agent
- Manufacturing & logisticse.g. a manufacturer shipping via a 3PL
- Hospitality & wellnesse.g. a wellness retreat
- Professional servicese.g. advisory and multi-company owners
- Retail & consumer brandse.g. a jewelry brand
- Media & creatorse.g. a finance video channel
- Financial servicese.g. an advisory or lending firm
- Nonprofitse.g. a community programme
- Education & traininge.g. a training provider
THE LIBRARY
Every use case,
one page each.
Filter by role or industry. Each card opens a page with the full workflow. 41 of 148 run today; 76 are set up on request from services that run today; the rest are marked Coming soon.
ROLE
INDUSTRY
STATUS
148 use cases
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Vendor bills from the inbox to the ledger
Vendor invoices that land in the AP mailbox become draft bills, matched to their purchase order and receipt, with duplicates stopped before they post.
Check today’s bills before they post.
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Accounting and purchasing inbox triage
Routine tickets close themselves, the rest go to the right person, and the owner gets a numbered digest twice a day to act on in one reply.
close 3, assign 2 to purchasing, reply 4: the credit note is attached
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Payment runs and remittance advice
Approved bills are grouped into a payment run, paid in your accounting system and followed by a remittance email to each vendor.
Prepare this week’s payment run for approval.
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Bank reconciliation and month-end close
Bank and card statements are matched line by line, gaps are filled from the statements, and the month closes with an exception list instead of a backlog.
Close September for both companies and list what still needs me.
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Invoices and receipts captured from email
Invoices, receipts and statements that arrive by email are saved with their attachments into a review queue for the books, sorted by company.
What came in for the books this week?
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Bank and card connections
Read-only bank and card feeds bring balances and categorized transactions into your brief and your assistant, so spending questions get answered from the source.
What did we spend on software last month, and what is new?
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Monthly vendor sell-through reports
Each manufacturer gets its monthly sales report in the format it expects, built from your invoiced orders, with a cover email ready to send.
Create last month’s vendor reports, same format as before.
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Order, stock and customer answers in Teams
Your team asks in Teams and gets the answer from the ERP: order status, stock, customer history, open invoices.
Where is order 4512 and has it been paid?
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Ready-to-ship list for the warehouse
Every weekday morning the warehouse sees which orders have stock, are paid and carry no holds, plus what is still in the lab; new ones post through the day.
What can we ship today?
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Order and shipping desk
Every outgoing order in one place with its labels, bill of lading and packing list, carrier status, and flags for anything missing.
Which pickups today are missing a signed bill of lading?
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Bid packages to briefs, takeoffs and submittals
Send a bid package and get back a bid brief with flags and RFI questions, a takeoff skeleton by CSI section, and draft submittal plans in your own Word format.
Here is the RFP package for the new task order. What do we need to bid it?
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Weekly just-sold homes digest
Every Monday morning, a list of recent home sales in your ZIP codes, from public records, with a spreadsheet you can work from.
Send me last week’s sales in my ZIP codes every Monday at 8.
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Medical billing back office
Scheduled encounter work in the billing system, a weekly remittance run, and status updates for the billing team, without anyone retyping data.
Run this week’s remittances and tell me what needs a person.
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Chief of staff for owners
One assistant that knows your businesses: a brief when you ask, answers across your systems, and your agents’ approvals in Telegram or Teams.
Brief me: what needs me today across both companies?
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Luminorix app for iPhone
Your chief of staff in your pocket: chat or talk, read the morning brief, approve with Face ID, and see mail, paperwork, books and spending.
Read me the brief.
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Mailbox triage and paperwork
Connected mailboxes are sorted into what needs you, with drafts ready, and invoices, receipts and renewals pulled into one paperwork list.
What in my inbox needs an answer today, and is anything up for renewal?
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Meeting transcripts and recaps
Recurring Teams meetings turn into a transcript, a recap with decisions and owners, and one recap email to the attendees.
Send the recap of today’s pipeline call.
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Team assistant in Telegram or Teams
Your team asks the agent in the group chat and gets answers from your own documents and systems; edit requests wait for a named builder’s approval.
What is our cancellation policy for group bookings?
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Website pages and edits by chat
Ask for a page or a change in chat; the agent builds it on a preview, and it goes live when you tap approve.
Add the new spring retreat dates to the schedule page.
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LinkedIn company page posting
A steady schedule of image and video posts for your company page, drafted from your topics, checked against your copy rules and approved by link.
Post twice a week about how we handle month-end close.
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Explainer videos for a YouTube channel
Researched, fact-checked explainer videos with narration, illustrations, Shorts and thumbnails, delivered as private previews for approval.
Make an explainer on last quarter’s results for a large chipmaker.
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Instagram stories and reels for a brand
A week of stories and short reels built from your images and brand rules, revised from your punch list on the same preview page.
Change the Friday story to say ‘18K gold finish’ and keep the reels at 18 seconds.
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Brand films and trailers
A short brand film or product trailer from a scenario you approve: stills first, then motion, voices and sound.
Make a 60-second trailer for our launch from this scenario.
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Overdue invoices and payment reminders
See every overdue customer invoice by company, get a reminder drafted for each one in your tone, and hold the disputed ones.
Which customers are past due, and draft the reminders.
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Spend changes and unusual transactions
Get told when spending moves: a new subscription, a vendor billing more than usual, a transaction that looks out of place.
Tell me if spending looks unusual this week.
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Weekly management summary
Every week, one page with sales, margin, cash, what customers owe and what you owe, by company, in the app and as a PDF.
How did we do this week?
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Budget and variance explanations
Ask why a line moved and get the entries behind it, the vendors or customers that drove it, and a plain explanation.
Why is freight up this month?
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13-week cash forecast
A rolling cash forecast from what customers owe, bills coming due and your recurring payments, updated weekly.
What does cash look like for the next 13 weeks?
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Board and investor updates
A draft board or investor update from your actual numbers: results, highlights, risks and asks, ready for you to edit.
Draft the quarterly investor update.
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Spreadsheet models and scenarios
Build or check a spreadsheet model: scenarios, sensitivities and a summary of what changes the answer.
Model three hiring scenarios for next year.
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New vendor setup
Collect a new vendor’s W-9, bank and contact details, check them, and prepare the vendor record for approval.
Set up the new packaging supplier.
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Customer questions about invoices
When a customer asks about an invoice line, a credit or a balance, the answer is drafted from the accounting record.
Answer the question about invoice 1043.
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Quotes from a request
Turn a customer’s request into a draft quote in your system, with the right items and their terms, for you to approve.
Quote 20 cases of the 1 ml tips for this lab.
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Sales forecast from history
A forecast of the next months by customer group or product line, from your own sales history and open orders.
Forecast next quarter by product line.
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Multi-company books and intercompany entries
For owners with several companies: intercompany entries mirrored on both sides and each company kept separate.
Book this month’s intercompany rent and management entries.
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Account and prospect research briefs
A dated brief on a company before you call: what it does, recent news, who to talk to, and how you can help, with sources.
Brief me on this lab before Thursday’s call.
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Personal outreach drafts
Personal first emails or LinkedIn notes for a list of prospects, each grounded in something true about them, waiting for your approval.
Draft first notes to these 15 prospects.
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Lead enrichment and qualification
New leads are enriched with company facts, scored against your ideal customer and routed to the right person.
Which of today’s leads are worth a call?
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Website chat that answers and takes orders
A chat on your site that answers product questions from your catalogue and places orders on the customer’s account.
Is this pipette compatible with these tips?
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Meeting prep briefs
Before each meeting: who is coming, the last emails with them, open items and what to ask, in one short brief.
Prep me for my 2 pm.
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CRM kept up to date from conversations
Contacts, deal stages and next steps updated from your emails and meetings, with each change shown before it is saved.
Update the CRM from this week’s emails.
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Pipeline health review
A weekly read of the pipeline: deals that stalled, deals with no next step and what changed since last week.
Which deals are at risk this month?
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Proposals and RFP responses
A first draft of a proposal or RFP response in your own template, with answers taken from your past responses and documents.
Draft our response to this RFP.
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Sales decks from a brief
A deck for a customer meeting from your brief and existing material, in your brand.
Make a 6-slide deck for the distributor meeting.
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Customer renewal preparation
Ninety days before a customer renewal: usage, open issues and a renewal note drafted for the account owner.
Which customer renewals are due next quarter?
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Coaching from call recordings
Each recorded sales call gets notes on what went well, missed questions and objections, for the rep and the manager.
How did my call with the lab go?
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Reorder reminders for B2B customers
Spot customers who usually reorder by now and draft a reorder reminder or a ready-to-confirm order.
Who is due to reorder tips this month?
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Competitor tracking and battle cards
Watch named competitors for launches and changes, and keep a short battle card per competitor up to date.
What did our competitors change this month?
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Lead routing by territory
New leads go to the right person by territory, product or size, with a note on why.
Route today’s leads.
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Customer support reply drafts
For each new customer ticket, a reply drafted from your help articles and the customer’s history, waiting for the agent to send.
Draft replies for this morning’s tickets.
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24/7 answers for customers in chat
Customers get answers from your own documents at any hour; anything the agent cannot answer goes to your team with the context.
What is your return window?
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Order changes, returns and cancellations
Requests to change, return or cancel an order are checked against the order and your policy, and prepared for a one-click approval.
This customer wants to return two boxes.
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Customer health and churn signals
Spot customers who are slipping: fewer orders, more complaints, slower payment, so you can call before they leave.
Which customers look at risk?
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Customer sentiment from tickets and reviews
A weekly read of how customers feel, by topic, with the tickets that show it.
What are customers unhappy about this month?
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Phone answering and messages
Calls are answered, simple questions handled, messages taken and callbacks booked, with a summary of every call.
What calls came in this morning?
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WhatsApp and SMS conversations
Answer customers on WhatsApp and SMS with the same knowledge and approvals as email.
Reply to the WhatsApp messages from today.
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Weekly client updates
A weekly update per client from the work done, open items and next steps, drafted for you to send.
Draft this week’s client updates.
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Review replies
New Google and Yelp reviews get a reply drafted in your voice, waiting for your approval.
Draft replies to this week’s reviews.
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Service visit scheduling
Book and reschedule service visits around technicians’ calendars, and brief the technician before each job.
Reschedule tomorrow’s visits around the outage.
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SEO and AI-search visibility checks
A regular check of how your pages rank and how AI answer engines describe you, with the pages to fix first.
Which of our pages are slipping in search?
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Newsletters from your own news
A monthly newsletter drafted from what you shipped, posted and learned, in your voice.
Draft the November newsletter.
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Articles and blog posts
Articles drafted from your expertise and sources, fact-checked against them, and published only after your approval.
Write an article on faster month-end close.
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Campaign plans and creative briefs
A campaign plan with audience, message, channels and a calendar, and a creative brief per asset.
Plan the spring campaign for labs.
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Ad performance checks
Each morning, a check of ad spend and results, with tired creative flagged and budget moves proposed for your approval.
How are the ads doing?
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Brand and claim checks on content
Every draft is checked against your brand voice and claim rules before anyone sees it: banned words, unproven numbers, private names.
Check this post against our rules.
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Market and industry research reports
A cited report on a market, a trend or a segment, ready to share.
Research the lab-automation market in Texas.
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Translation and localisation
Translate and adapt pages, emails and documents for another language and market, keeping your terms.
Translate this page into Spanish for Mexico.
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Customer stories
A customer story drafted from the project record and the customer’s own words, sent to the customer for approval before use.
Draft a story about the warehouse project.
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Images and short videos for posts
On-brand images and short clips for posts and pages, reviewed before use.
Make an image for Friday’s post.
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Event and webinar follow-ups
Personal follow-ups to everyone who attended or registered, drafted from what they asked and did.
Draft follow-ups for the webinar attendees.
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Brand mention monitoring
Mentions of your brand online are collected and the ones that need a response are flagged.
Who mentioned us this week?
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Client reports for agencies
Weekly client reports with the numbers and a plain explanation of what changed.
Write the weekly report for each client.
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Renewals and deadlines
Contract end dates, subscription renewals and payment due dates found in your paperwork, with a reminder before each one.
What renews or is due in the next 30 days?
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Reorder suggestions and draft purchase orders
Items running low are flagged with a suggested quantity and a draft purchase order for your approval.
What do we need to reorder this week?
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Supplier follow-ups
Late confirmations, missing tracking and backorders are chased with a drafted email to each supplier.
Chase the suppliers with late POs.
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Vendor and quote comparisons
Compare vendors or quotes side by side on terms, delivery and fit, with the trade-offs spelled out.
Compare these three freight quotes.
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Project status updates
A weekly status for each project from the meetings, emails and tasks, with risks and decisions needed.
Write the weekly status for the warehouse move.
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Action items from email and meetings
Action items are pulled out of meetings and email threads, with an owner and a date.
What did I promise this week?
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Approval and signature chasing
Track every approval and signature you are waiting for, and nudge the person with a drafted reminder.
What approvals are we still waiting on?
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Process documents and SOPs
Write or refresh a standard procedure from how the work is actually done, and keep it where the team can ask about it.
Write the SOP for receiving.
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Voice notes to tasks
Say what needs doing; it becomes tasks and drafts in the right place.
Remind the team to ship the samples on Friday.
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Sustainability data summaries
Energy, freight and waste figures gathered from bills and systems into a periodic summary.
Summarise our freight emissions for the year.
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Scheduling and calendar clean-up
Find a time with several people, propose slots, and send the invite after you approve; protect focus time.
Find 30 minutes with my partner and the auditor next week.
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All-hands and board meeting prep
An agenda, talking points and a short deck from the month’s results and news.
Prep the all-hands for Friday.
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Out-of-office handover notes
Before you leave: what is open, who to ask and what to watch, for the person covering.
Write my handover for next week.
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Every approval in one place
Bills, payments, messages and changes your agents prepared wait in one list; approve or hold each with its evidence.
What is waiting for my approval?
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Email replies drafted in your tone
Replies drafted from the thread and your past emails, waiting in drafts for you to edit and send.
Draft a reply to the auditor.
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Summaries of long documents
Summaries of contracts, reports and long threads with the points that matter to you and where they are.
Summarise this 40-page agreement.
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Writing and rewriting help
Rewrite, shorten, translate or change the tone of any text.
Make this shorter and friendlier.
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Word documents and PDFs from a request
Ask for a letter, memo, checklist or report and get an editable Word file or a PDF.
Turn these notes into a one-page memo.
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Slides from notes
A slide deck from your notes or a document, in your brand, ready to edit.
Make slides from this report.
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Spreadsheet analysis on request
Upload a spreadsheet and ask: trends, totals, outliers and a chart, with the steps shown.
What stands out in this sales export?
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Research reports on request
A cited research report on any question, with every figure tied to its source.
What are the new rules on lab waste in California?
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Daily news brief on your topics
Each morning, the news that matters to your business and industry, in a few lines with links.
Send me a daily brief on lab supply news.
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Tasks from email
Requests buried in email become tasks with a due date, and you get reminded before they slip.
What did people ask me to do this week?
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Live interpretation in calls
Follow a call in another language with live captions and a translated recap.
Interpret my call with the Monterrey team.
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Personal errands and travel options
Find and hold travel options, clean up subscriptions and newsletters, keep personal admin moving.
Find flights to Austin under 4 hours.
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Job descriptions and interview questions
A job description and a structured interview plan from a short brief.
Write a job description for a warehouse lead.
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Applicant screening
Applicants are checked against the criteria you set, with the evidence for each, and a person decides who moves on.
Who are the strongest applicants so far?
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Interview scheduling
Interviews booked around everyone’s calendar, with reminders and the interview kit sent to the panel.
Book interviews with the three finalists.
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New hire onboarding
A first-week plan, checklist and welcome messages for each new hire, and a place to ask questions afterwards.
Prepare Maria’s first week.
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HR paperwork chasing
Missing forms and signatures are tracked per person and chased with a friendly drafted reminder.
Who still owes onboarding forms?
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Performance review preparation
Feedback and goals pulled into a draft review for the manager to edit.
Draft Sam’s mid-year review from the feedback.
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Team surveys and summaries
Short team surveys sent and summarised by theme.
Summarise the team survey.
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Leave and timesheet checks
Timesheets checked against schedules and leave, with gaps flagged before payroll.
Any timesheet gaps before payroll?
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Training videos and guides from policies
Turn a policy or procedure into a short training video or guide.
Make a 2-minute video on our safety policy.
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Contractor pay cycle
Contractor invoices collected, checked against the agreed rate and prepared for a pay batch.
Prepare this cycle’s contractor payments.
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Security questionnaires
Vendor security questionnaires answered from your policies and past answers, with the commitments listed for you.
Fill in this security questionnaire.
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IT help in chat
Staff ask how to fix common IT problems and get the steps from your own guides; the rest becomes a ticket.
How do I connect to the office printer?
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Access reviews and offboarding
A quarterly list of who can access what, with leavers and unused accounts flagged and an offboarding checklist.
Who still has access after leaving?
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Incident alerts and root cause
Alerts are grouped, the likely cause found from logs and recent changes, and a fix proposed.
Why did the site slow down at 9?
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Code review on pull requests
Each change gets an independent review for bugs and risks before it is merged.
Review this pull request.
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Automated testing of your app or site
The product is exercised through its screens on phone and desktop width, with every failure reproduced and recorded.
Test the checkout flow on iPhone.
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Outage notices
Clear notices to staff or customers when something is down, and an all-clear when it is back.
Draft an outage notice for the portal.
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Contract review: key terms and risks
Key terms, renewal dates and unusual clauses pulled out of a contract and compared with your standard.
What should I watch in this supply agreement?
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NDAs and standard agreements
A standard NDA or simple agreement filled from your template, with the changes marked.
Draft an NDA for the new distributor.
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Questions over long documents
Ask questions across a long document or a data room and get answers with the page they came from.
Where does the lease say who pays repairs?
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Regulatory change watch
Watch the rules that apply to you and get a short note when something changes, with the source.
Did anything change in California payroll rules?
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Privacy requests (access and deletion)
Customer privacy requests found across your systems and a response prepared for approval.
Prepare the response to this data request.
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Client market briefings (financial services)
Personal market notes for each client from the day’s news and their holdings, drafted for the adviser to send.
Draft the weekly note for my top clients.
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Client onboarding documents (KYC)
Onboarding documents collected and checked for completeness, with gaps listed.
What is missing for this client’s file?
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Credit memos and loan files
A draft credit memo from the borrower’s statements and documents.
Draft the credit memo for this borrower.
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Prior authorisation packets
Prior authorisation requests assembled from the chart and payer rules, for staff to submit.
Prepare the prior auth for this patient.
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Patient intake forms
Intake forms collected before the visit and entered into the practice system.
Which patients have not sent intake forms?
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Maintenance and inspection reports
Shop-floor reports and photos turned into structured maintenance records and follow-ups.
Log today’s inspection notes.
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Demand and stock planning
Demand by item from your sales history, with items at risk of running out or overstock flagged.
Which items will run out before the holidays?
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Promotions and loyalty emails
Promotions drafted for customer groups from what they buy, approved before anything is sent.
Draft a promotion for repeat buyers.
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Listing descriptions and marketing
Listing descriptions, social posts and emails for a new property, in your voice.
Write the listing for 12 Oak Street.
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Grant research and proposals
Find grants that fit and draft the proposal from your programme documents.
Find grants for our youth programme and draft one.
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Permit and application packets
Permit and application packets assembled from your project documents, with what is missing listed.
What do we need for the permit?
-
Course and training materials
Lesson plans, handouts and quizzes drafted from your source material.
Make a quiz from this module.
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Internal tools and simple apps built for you
A tracker, a form, a dashboard or a small internal app built from your description, tested, and hosted on your Luminorix workspace.
Build us a page to track sample requests.
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Bug reports to tested fixes
A bug report becomes a reproduced problem, a proposed fix with tests, and a reviewed change waiting for approval.
Fix the bug reported in the order form.
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Security review of code and changes
Code and every change are checked for security problems, each finding traced to its cause with a small fix proposed.
Scan the portal code for security issues.
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Clickable prototypes from an idea
An idea, a screenshot or a sketch turned into a clickable page you can share privately and react to.
Mock up a customer portal page for reorders.
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Customer feedback into themes
Feedback from tickets, calls and emails grouped into themes, counted and ranked, with the quotes behind each.
What are customers asking for most?
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Specs and requirement documents
A requirements document from scattered notes and threads, with open questions listed.
Write the spec for the new returns process.
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Dashboards that stay up to date
A private dashboard of the numbers you watch, refreshed on a schedule from your systems.
Make me a dashboard of daily orders and cash.
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Close calendar and controls documentation
The month-end calendar, who does what, and the control steps written down and kept current from how the close actually runs.
Document our month-end controls.
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Open matters and legal deadlines
One list of open legal matters, deadlines and who is handling each, built from your mail and documents.
What legal deadlines are coming up?
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Audit and compliance document packs
The documents an auditor or a compliance review asks for, gathered from your mailbox and files, indexed, with gaps listed.
Pull together what the auditor asked for.
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Literature and evidence reviews
A structured review of published papers or guidance on a question, with each finding cited.
What does the evidence say about this lab method?
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Impact and programme reports
An impact report from your programme data and stories, ready for donors or the board.
Draft this year’s impact report.
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Patient message triage
Patient messages sorted by urgency and topic, with routine answers drafted for staff.
Which patient messages need a call back today?
-
Decision briefs
A short decision memo: the question, the options, the numbers and the trade-offs, from the threads and data you point to.
Write a decision brief on opening a Texas warehouse.
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Customer business reviews
A quarterly review pack per key customer: orders, issues, open items and next steps.
Prepare the quarterly review for our top customer.
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Audio briefings from documents
Turn a report or a set of documents into a short audio briefing to listen to on the go.
Make a 5-minute audio brief of the board pack.
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Work in web portals for you
Routine work in web portals (payer and vendor portals, renewals, status checks) done step by step, with a check before every write.
Check the claim status in the payer portal.
“On request” means the job is built from Luminorix services that run today and is configured for your business before it is switched on; it is not yet running for a business. “In pilot” means the work runs today for a first business, by an agent or by Luminorix operators using agent tools, with that business (or Luminorix itself) approving the output. Examples use sample data. Connector availability, data scope and permitted actions are confirmed for your systems before anything is switched on.
HOW EVERY USE CASE RUNS
Same controls,
whatever the job.
Each agent works inside the permissions you set. It prepares the work, shows its evidence, and waits for a person where the step needs one.
It works in your systems
Accounting, inbox, help desk, team chat and line-of-business tools (bank feeds coming soon), connected with the access the job needs and no more.
You decide what moves
Messages to customers, vendors and the public, and postings to your books, go to a person for approval first. Luminorix records what it read, what it did and who approved it.
START WITH ONE RECURRING JOB
Which work should an agent
take off your plate first?
Bring one recurring job. We map the systems, the access and the approval points, and show the agent doing it on sample data.