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Client Overview

Evolved Sciences serves a high-net-worth patient base seeking personalized wellness and
disease prevention. The practice operates on a membership model requiring meticulous billing
accuracy, timely order processing, and reliable financial tracking.

Manual patient billing workflow consuming 10 hours per week: staff manually write patient orders into Slack, then someone manually reads Slack and adds those orders to QuickBooks, then reports back completion

AI-powered automated workflow that monitors Slack for patient orders, extracts order information, automatically adds orders to QuickBooks, and sends confirmation notifications—all on three scheduled batches per day (9 AM, 12 PM, 4:30 PM ET)

(To be measured post-deployment) Expected 100% automation of manual Slack-to-QuickBooks workflow, elimination of 10 hours per week of manual data entry, reduced billing delays, improved process reliability

Quick Facts

Automatic Slack channel creation for new projects 

 Efficient client onboarding 

 Quick access to HubSpot data from within Slack

Evolved Sciences Device

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