Each video needs to feel like a real workflow, not a concept reel.
The demo should show realistic sample data, an exact screen-by-screen path, what the AI produces, where a person reviews it, and the practical result. No inflated numbers, no hand-wavy automation, no vague dashboards.
Dental4 min walkthrough
From stale recall list to reviewed front-desk queue
Use a fake but believable day at a dental office: overdue hygiene patients, unscheduled treatment plans, a missed-call note, and a few blocked calendar slots.
- Sample inputsCSV recall export, three treatment plan rows, voicemail transcript, schedule snapshot, and approved patient-message templates.
- System actionGroup patients by reason, remove obvious no-contact cases, write a short suggested message, and assign each row to front desk or office manager.
- Human reviewStaff edits the message, checks sensitive details in the PMS, and approves only the follow-ups that match clinic policy.
- Result shownA clean queue with owner, reason, due date, draft message, and a realistic target like 12 calls or texts ready for review.
Proof point The demo should show one patient row end-to-end, not just the summary board.
Medical5 min walkthrough
From incomplete referral packet to ready-for-review intake
Use a specialist clinic scenario with a referral PDF, intake form, missing medication list, and admin routing rules. Keep clinical judgment out of the automation.
- Sample inputsReferral PDF, appointment type, intake answers, required-document checklist, and a short admin note from the inbox.
- System actionExtract admin details, flag missing items, summarize the referral reason, and prepare a patient/admin follow-up draft.
- Human reviewAdmin verifies the chart fields, approves missing-item requests, and sends the packet to the provider only after review.
- Result shownPacket status, missing-item list, next owner, and a provider prep note clearly labelled as draft support.
Proof point The video should show the missing medication list being caught before the appointment.
Investment firms5 min walkthrough
From messy research inputs to source-linked memo draft
Use a buy-side or sell-side day: earnings transcript, filing, meeting note, deal deck, and a thesis checklist. The demo should help analysts move faster without pretending to make investment decisions.
- Sample inputsEarnings transcript, company filing excerpt, CRM meeting note, data-room index, prior memo, and two open diligence questions.
- System actionPull source-backed facts, note what changed from the prior memo, separate assumptions, and draft diligence questions.
- Human reviewAnalyst checks every cited source, removes weak claims, and marks valuation, recommendation, or client advice as human-only.
- Result shownBrief, thesis-change list, buyer/seller talking points, and memo sections with citations and open questions.
Proof point The walkthrough should open one cited transcript line and show how it supports the memo draft.
Accounting firms5 min walkthrough
From client close mess to partner review packet
Use a normal monthly close for a small-business client: bank feed, receipt folder, payroll note, trial balance export, and a few messy email replies.
- Sample inputsBank-feed export, receipt folder names, trial balance, payroll note, close checklist, and a client email with incomplete answers.
- System actionSort missing support, draft client questions, group reconciliation exceptions, and prepare a reviewer summary.
- Human reviewStaff verifies bookkeeping entries, partner reviews exceptions, and the client email remains a draft until approved.
- Result shownMissing-document list, rec exceptions, reviewer queue, and a client update that names only the items still needed.
Proof point The demo should show one receipt issue becoming one clear client question.
Real estate4 min walkthrough
From scattered leads and deal notes to daily priority board
Use a sample agent or property team with open-house sign-ins, showing feedback, inspection dates, offer documents, and client notes across email and CRM.
- Sample inputsOpen-house lead list, CRM export, showing feedback, offer timeline, inspection checklist, and recent client email thread.
- System actionRank leads by urgency, detect missing deal tasks, draft client updates, and assign follow-up owners.
- Human reviewAgent checks tone, market context, and client-specific advice before sending any update or recommendation.
- Result shownDaily lead board, deal-room checklist, owner/client update draft, and next-best follow-up for one realistic lead.
Proof point The demo should show an open-house lead receiving a same-day, human-approved follow-up.
Law firm5 min walkthrough
From new matter intake to review-ready internal brief
Use a small firm intake scenario with client email, intake form, document checklist, deadline rules, and a conflict-check reminder. Keep legal advice with lawyers.
- Sample inputsClient email, intake form, matter type, requested documents, deadline checklist, and firm-approved internal-note template.
- System actionSummarize facts, separate missing documents, draft a timeline, and prepare internal questions for lawyer review.
- Human reviewLawyer confirms facts, conflict status, deadlines, and any client communication before anything leaves the firm.
- Result shownMatter brief, missing-item tracker, deadline list, and a draft internal note with advice clearly excluded.
Proof point The walkthrough should show facts and assumptions separated in the matter brief.
Software teams6 min walkthrough
From tool noise to a practical AI builder workflow
Use a real engineering workflow shape: issue tracker, design handoff, repo conventions, pull request checklist, smoke test, and deployment constraints.
- Sample inputsIssue, Figma notes, repo structure, existing tests, PR checklist, deployment steps, and team rules for AI-assisted work.
- System actionChoose where agents help, draft a safe task plan, generate review checklist items, and define a smoke-test path.
- Human reviewDeveloper reviews code, runs tests, checks security-sensitive changes, and decides what tools are allowed for the team.
- Result shownRecommended tool stack, agent workflow, PR review loop, smoke test, and a simple adoption plan for the next sprint.
Proof point The demo should show one issue moving from plan to PR review, not a generic tool roundup.
Every recording should pass the same credibility test.
The final videos should feel like someone opened a real workday, ran a focused system, and showed where a person stayed in control.
- 0:00 MessOpen on the inbox, export, queue, document pile, tracker, or board that makes the workflow slow.
- 0:45 InputsName the exact files, rows, messages, notes, or product screens being used. No vague input bucket.
- 1:30 SystemShow the grouping, extraction, drafting, routing, checking, or summarizing that reduces the manual work.
- 2:45 ReviewPause on the human edit, approve, reject, or escalate step, including one thing the system is not allowed to decide.
- 3:45 ResultEnd with one queue, packet, brief, checklist, client update, or PR review path someone would actually use.
Real sample dataUse fake names, dates, statuses, file names, and volumes that match a normal day in that niche.
Source trailOpen one output beside the original row, PDF, note, transcript line, email, or issue that produced it.
Human gateShow a reviewer changing one draft and blocking one unsafe or premature action before anything leaves the system.
Clear takeawaySay who uses it on Monday morning, what repetitive work it removes, and what decision still belongs to the team.