TriloAI
中

Use cases

Systems we built and workflows we can show you

Systems TriloAI built that are running today, plus industry workflows we can build to show you. The workflows are demonstrations, not client case studies.

Built by TriloAI

Systems you can see working

LiveWorkflow automation and integration

Member health AI for a gym

  1. Lab reports · body scanner
  2. AI reads and answers
  3. Member Q&A · admin
The problem
Members' blood test reports and body composition data sit on paper and across different machines, so they rarely turn into personal advice.
What it does
Built for a gym and maintained by TriloAI. Members upload blood test reports and AI reads them and pulls out the key points, and body composition scans from Visbody machines flow into the system automatically. An AI assistant answers diet and exercise questions from each member's own data, avoids foods the member is allergic to, and has cooking steps for 220 dishes. On the admin side, job role and branch decide who can see what.
Where it stands
Scan data reaches the system with no manual entry, and members can ask about their own data at any time.
  • OpenAI
  • Supabase
  • Visbody Cloud API
  • Shopify
Runs dailyWorkflow automation and integration

Taiwan active ETF daily holdings report

  1. Exchange · fund sites
  2. Compared with the day before
  3. Excel · web report · LINE
The problem
Active ETFs in Taiwan publish what they hold every day, but there is no single official source, so you have to check each fund company's website one by one.
What it does
Every trading day at 6:00 p.m. Taiwan time, it pulls data from the Taiwan Stock Exchange and each fund company's website and builds an Excel file and a web report. It compares against the day before to flag which holdings went up, went down, were newly bought, or were sold off entirely, then sends the highlights to LINE.
Where it stands
The report is produced every day with no manual work. The same approach can produce your own daily reports.
  • Python
  • GitHub Actions
  • Vercel
  • LINE Messaging API

A data tool, not investment advice

Internal toolWorkflow automation and integration

Stock research report system

  1. Ticker
  2. 12 analysis methods
  3. PDF research report
The problem
A full research report on one stock means pulling a lot of data and working out a fair price several different ways, which takes a long time.
What it does
Enter a ticker and the system pulls price and financial statement data, then runs 12 analysis methods to produce a PDF research report, such as estimating a fair price, reading the income statement, balance sheet, and cash flow statement together, comparing with peers, and checking the company's ability to repay debt. AI can also add a written investment view.
Where it stands
One input produces a PDF report that is ready to read. The same approach can turn your company's data into a standard report.
  • Python
  • Yahoo Finance data
  • Claude
  • OpenAI
  • Streamlit

A research tool, not investment advice

LiveAI search visibility (GEO)

GEO by TriloAI

  1. Brand and URL
  2. Ask 5 AI platforms
  3. Report and top 3 fixes
The problem
More and more people ask AI which business to choose, and brands don't know whether AI recommends them.
What it does
It asks 5 AI platforms at once (ChatGPT, Gemini, Perplexity, Google AI Overviews, and Claude) across 6 markets (Taiwan, the US, Japan, Korea, China, and global), with reports in 5 languages. It shows whether AI recommends you, who you lose to, and the 3 things to do first.
Where it stands
Live now, with a free quick scan (ChatGPT only, no sign-up, about 1–2 minutes).
  • OpenAI
  • Gemini
  • Perplexity
  • Claude
  • Google
Free quick scan

By industry

Workflows we can build and demonstrate

Each scenario lists what would be monitored after launch, so success is measured on your own numbers.

Messaging automation

Product details
Fitness and appointment-based services

Class questions, trial bookings, and no-show reminders are handled by hand by front desk staff or trainers. No one can reply during class, so messages slip through when it gets busy.

An AI assistant answers common questions about classes, schedules, and pricing, saves trial bookings to the schedule, and sends a reminder the day before. Price negotiations, refunds, and any health concerns are always confirmed by staff before anyone replies.

WhatsApp Business API・SMS・Google Calendar・Google Sheets

  • Trial bookings completed
  • No-shows
  • Questions handed to staff
Clinics and med spas

The front desk answers calls, replies to messages, and schedules appointments all at once, so at peak hours messages get missed or answered twice. General questions and booking requests take up most of the day.

An AI assistant answers general questions such as hours, location, and how to book, collects booking details for the front desk to confirm, and sends reminders before visits. Medical questions, treatment advice, patient records, and identity checks are always handled by staff, never the AI.

WhatsApp Business API・Web chat・Google Calendar・Clinic booking system

  • First response time
  • Incomplete booking requests
  • Questions handed to staff
Retail

Product questions, order status checks, and return requests all arrive by message, and support has to switch between several back offices to look things up.

An AI assistant answers product questions, checks order and shipping status, and collects photos, the order number, and the reason for a return before passing it to support. Support staff decide on refunds and handle disputes.

WhatsApp Business API・Web chat・Shopify・Carrier tracking API

  • Response time on order questions
  • Return requests missing details
  • Conversations handed to support

AI phone answering

Product details
Dental clinic

Calls during lunch and after hours go unanswered, and new patients who can't get through book somewhere else.

An AI voice agent answers calls around the clock, handles new bookings, reschedules, and cancellations, saves them in Google Calendar, and sends a text reminder before the visit. It does not answer medical questions; it takes a message for clinic staff.

Twilio・Google Calendar・SMS

  • After-hours calls
  • Bookings completed by phone
  • Share of calls handed to staff
Gym chain

Members calling to reschedule and people booking trials flood the front desk line. The phone is often busy, and staff have no time for people standing at the desk.

An AI voice agent handles reschedules, cancellations, and trial bookings by checking open slots in the booking system, saves the booking there, and updates the member record. Refunds, contracts, and health questions go to front desk staff to confirm.

SimplyBook.me・Vital CRM・Twilio・SMS

  • Front desk call volume
  • Reschedules completed without staff
  • Share of calls handed to staff
Beauty salon

Stylists can't pick up the phone while working with a guest, and the owner is still answering booking messages after closing.

An AI voice agent answers calls, books and reschedules based on each stylist's calendar, saves appointments to Google Calendar and the CRM, and sends a text reminder. Special service requests and complaints go to the salon staff.

Google Calendar・SMS・HubSpot

  • Missed calls
  • Bookings made after hours
  • Share of calls handed to staff

Workflow automation and integration

Product details
B2B software services

Inquiries from messaging apps, Meta ads, and the website form are each handled by different reps. Leads get missed, and no one knows who is following up on what.

Leads from all three sources are saved in HubSpot with their source and chat history attached. They are then assigned to a rep by rule, with a follow-up reminder set.

HubSpot・WhatsApp Business API・Meta Lead Ads・Website forms

  • Time for a lead to reach the CRM
  • Leads not yet assigned
  • Missed leads
Building materials wholesale

Reps track quotes in Excel, and the owner can't see where each quote stands.

Inquiries and quotes move into Pipedrive, with messages and Gmail threads logged on the same deal. Reps get a reminder before a quote expires, and managers can check progress at any time.

Pipedrive・WhatsApp / SMS・Gmail・Google Sheets

  • Quote response time
  • Stalled quotes
  • Quotes at each stage
Education and training institute

Leads from Meta and Google ads land in a shared chat inbox with no routing. Course advisors compete for the same leads while others get ignored.

Ad leads are saved in Vital CRM and assigned to advisors by course and region, with a matching tag in the chat inbox, so every lead has one owner.

Vital CRM・WhatsApp Business API・Meta Lead Ads・Google Ads

  • Time to assign a lead
  • Leads assigned twice
  • Time to first contact
Metal fabrication manufacturer

Production progress in the production management system (MES) doesn't connect to orders in the Digiwin ERP, so reps message the plant manager every day to ask about delivery dates.

Without changing the ERP itself, we pull data from the side and bring production progress back to each order. Reps check delivery dates in a sheet or dashboard, and delays trigger an alert automatically.

Digiwin Workflow ERP・In-house production management system (MES)・WhatsApp / SMS alerts・Google Sheets

  • Delivery date inquiries
  • Delayed orders
  • Hours spent matching orders by hand
Import trading company

SAP B1 shipping data, carrier tracking, and CRM records live in separate systems. When someone asks where an order is, support has to open three systems.

Shipping records, tracking numbers, and CRM records are matched automatically, and a notice goes out when an order ships. Support can see the full status on one CRM screen.

SAP Business One・HubSpot・Carrier tracking API・WhatsApp / SMS alerts

  • Order inquiry response time
  • Shipments with delivery problems
  • Hours spent on manual reports
Food contract manufacturer

Odoo orders and picking lists in the warehouse system (WMS) are printed and matched by hand, and night-shift shipments are especially prone to errors.

When an order is confirmed, a picking list is created in the warehouse system, and finished picks are saved back to Odoo. Any quantity mismatch sends an alert to the person in charge.

Odoo・In-house warehouse system (WMS)・WhatsApp / SMS alerts

  • Picking errors
  • Quantity mismatch alerts
  • Time to ship
Auto parts trading

Questions about specs, stock, and quotes all come in by chat, and reps are replying late into the night.

An AI agent answers spec questions from product data, checks stock in Odoo, and drafts quotes that a rep approves before they go out. Every conversation is logged in HubSpot.

WhatsApp Business API・Odoo・HubSpot

  • Quote response time
  • AI replies edited by reps
  • Inquiries passed to reps
B2B SaaS

Users keep asking about technical docs and setup steps, and engineers get interrupted all day.

An AI agent answers first-line questions from the docs in Notion. When it can't answer, it opens a ticket for engineers in Slack and logs it in HubSpot.

Slack・Notion・HubSpot・OpenAI

  • Questions resolved at first line
  • Questions escalated to engineers
  • User satisfaction
E-commerce brand

Meta ads bring in a flood of direct messages, and people who wait too long for a reply buy somewhere else.

An AI agent answers product and sizing questions, checks stock in Shopify, and sends product links. Refunds and complaints go to the support team to confirm.

Meta Messenger・Shopify・Gemini

  • First response time on DMs
  • Orders that start in DMs
  • Conversations handed to support
Industrial equipment

Business cards from trade shows get handed to reps and then nothing happens. No one knows who was followed up and who wasn't.

Card details go into HubSpot and are assigned to reps by product line, with an automatic follow-up schedule by email and text. When a contact replies, the automatic messages stop and the rep is notified.

HubSpot・WhatsApp / SMS・Email・Google Sheets

  • Trade show contacts followed up
  • Time from first contact to deal
  • Contacts with no follow-up
Course and education provider

Meta ad leads land in a chat inbox and are often ignored. By the time someone follows up, the person has lost interest.

Once a lead is saved in Vital CRM, the first message goes out automatically and follow-ups continue on a set schedule. Any reply is sent to the advisor in charge.

Vital CRM・Meta Lead Ads・Email・SMS

  • Lead reply rate
  • Time to first contact
  • Enrollments from ad leads
Aesthetic medicine clinic

Most people who don't decide during the consultation are never heard from again.

Consultation notes are saved in HubSpot, follow-up and reminder messages by text and email are scheduled based on what was discussed, and replies are sent to the consultant. Treatment advice and medical questions always stay with doctors and staff, and patient records are handled by staff.

HubSpot・SMS・Email

  • Replies after consultation
  • Return bookings
  • Opt-outs

Want to see one running

Book a free 30-minute call. Tell us your workflow and we will show the closest system and what it would take for yours.

Book a free consultation