Dashboard
Active Tasks
4
2 due today
1 overdue
Compliance Alerts
3
Licenses · Filings · Reviews
↑ Needs attention
Docs Pending
7
Uploaded this week
↑ 3 new
Hours Saved
38
Automated this month
↑ +12 vs last month
Workflows Run
21
Automation engine
↑ 5 this week
Revenue Recovered
$4.2k
Overdue invoices
↑ This month
Active Alerts
Certification Expired — Jordan Reyes · Expired 148 days ago. Renewal required immediately.
Invoice Overdue — INV-2231 · Echo Global · $2,650 · 18 days outstanding.
License Renewal — Tony Marsh · Expires in 22 days. Schedule now.
Q2 Regulatory Filing — Due Jul 31. 49 days remaining.
Insurance Policy — Renewed · Valid through Jan 2027.
Recent Activity
Compliance alert triggered — Certification for Jordan Reyes expired. Task auto-created by automation engine.
2m ago
Invoice overdue — INV-2231 · Echo Global · $2,650 unpaid 18 days. Follow-up required.
14m ago
Document uploaded — Service Agreement JB-4824 uploaded by Sandra Liu.
1h ago
Task completed — "Renew IRP registration" marked done by Admin User.
3h ago
Prospect added — Apex Solutions LLC moved to Qualified stage in pipeline.
5h ago
Job dispatched — JB-4821 · Marcus Webb · Chicago, IL → Atlanta, GA.
8h ago
Quick Actions
Trigger Automation
Task Details
Tasks
CRM
Team Members
Outreach
Client Pipeline
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Document Management
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PDF, images, spreadsheets — or click to browse
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XLSX/CSVDOCX
Analytics
Revenue This Month
$18.2k
↑ +14% vs last month
Open Invoices
$7.5k
3 outstanding
On-Time Deliveries
94%
↑ 2% improvement
Hours Saved (Auto)
38h
↑ +12h vs last month
Workflows Completed
21
↑ 5 this week
Compliance Score
87%
↑ +4% after alerts
Revenue by Week ($k)
Tasks by Status
Hours Saved by Automation (monthly)
Upload Volume by Category
Job Volume by Week
Compliance Trend (% compliant)
Notification Center
Compliance
0
Finance
0
Uploads
0
System
0
Total Active
0
Unread
0
Automation Engine
Simulate real-world events that trigger the NFINITY HQ automation engine. Each scenario fires alerts, creates tasks, updates the dashboard, and logs to the activity feed — exactly as it would in production.
Active WorkflowsRunning in background
| Workflow | Trigger | Last Run | Status |
|---|---|---|---|
| Invoice Watcher | Invoice unpaid >7d | 2m ago | |
| Compliance Monitor | Cert expiry <30d | 14m ago | |
| Task Generator | Alert created | 1h ago | |
| Lead Follow-Up Agent | New prospect added | 3h ago | |
| Document Classifier | File uploaded | Yesterday |
Live Metrics Impact0 scenarios fired this session
0
Tasks Created
0
Alerts Raised
0
Notifications Sent
0
Workflows Run
Automation Log
No events fired yet. Trigger a scenario above.
ROI Dashboard
Live — updates as automations fire
Live Impact Counters — Fire simulations to watch these update
38
Hours Saved
This month · auto-calculated
21
Tasks Automated
System-created · zero manual entry
$4.2k
Revenue Recovered
Invoices surfaced & followed up
0
Issues Prevented
Caught before they became problems
3
Alerts Fired
Compliance & finance issues caught
21
Workflows Run
Automated rule executions
Cost Savings CalculatorBased on 38h saved/month @ $35/hr avg
Monthly Labor Savings
$1,330
Annual Labor Savings
$15,960
Compliance Fine Avoided
$2,750
Total Monthly ROI
$8,280
Platform cost: ~$500/mo · Every dollar spent returns ~16× in recovered time, prevented fines, and surfaced revenue
Manual Steps Eliminated
| Manual Process | Old Method | Now | Time Saved | Error Risk |
|---|---|---|---|---|
| Certification Tracking | Spreadsheet + calendar reminders | Auto-monitored | 6h/mo | High → Zero |
| Invoice Follow-Up | Manual email checks daily | Auto-flagged | 8h/mo | Med → Low |
| Document Filing | Email attachments + local folders | Centralized hub | 5h/mo | High → Zero |
| Task Assignment | Verbal + text messages | Auto-created | 4h/mo | High → Zero |
| Regulatory Filing Prep | Manual tracking, last-minute scramble | Deadline alerts | 7h/filing | High → Low |
| Client Status Updates | Phone calls + email threads | Live dashboard | 8h/mo | Med → Zero |
Before NFINITY HQ
Manual spreadsheets for compliance tracking
Sticky notes & verbal reminders
Scattered paperwork across email and folders
2–3 hrs/day chasing overdue tasks
Missed invoices and late penalties
No visibility into team compliance
No alerts for expiring documents
No single source of truth
After NFINITY HQ
Unified dashboard — everything at a glance
Auto-alerts 30–60 days before expiry
Centralized docs with search & tags
Tasks auto-created on issue detection
Invoice tracking with automated follow-ups
Real-time compliance scores & trends
Instant alerts to the right person
One system · full visibility · zero guesswork
ROI Over Time
Hours Saved (monthly cumulative)
Workflow Completions / Month
Issues Prevented (running total)
Manual Steps Reduced (%)
Virtual Employees
AI-powered agents that work in the background for your business — monitoring, alerting, and acting so you don't have to.
Ruby
Working on:Auditing invoices
Finance and proposal operator monitoring invoice age, broker reminders, and proposal packets.
Task Queue78%
Completed proposal generation
Reviewed invoice discrepancies
Escalated compliance issue
Quinn
Working on:Reviewing lead pipeline
Growth and support operator handling lead follow-up, support triage, and pipeline updates.
Task Queue64%
Reviewed lead pipeline
Generated follow-up sequence
Responded to support request
Invoice Agent
Active
Monitors all unpaid invoices, sends automated reminders to brokers, and escalates to human review when invoice age exceeds threshold.
Trigger: Invoice unpaid >7d · Last run: 14m ago
Compliance Agent
Active
Tracks all certifications, licenses, and regulatory deadlines. Fires alerts at 30-day and 7-day windows. Auto-creates renewal tasks.
Trigger: Cert expiry <30d · Last run: 2m ago
Lead Follow-Up Agent
Active
Follows up on new leads, logs touch activity to CRM, and escalates stale prospects after 72 hours of no response.
Trigger: New prospect added · Last run: 3h ago
Document Classifier
Paused
Auto-categorizes uploaded files into Compliance, Finance, Operations, Legal, or HR. Tags documents for searchability.
Trigger: File uploaded · Last run: Yesterday
Task Escalation Agent
Active
Monitors task due dates across all modules. Automatically escalates overdue tasks to high priority and notifies the assigned team member.
Trigger: Due date exceeded · Last run: 32m ago
Settings
Profile
Display Name
Email
Role
Admin
Company
NFINITY HQ
Workspace
Company Name
Timezone
Currency
AI & Automation
Auto-create tasks
From compliance & invoice alerts
Smart notifications
Prioritize alerts by urgency
AI document scanning
Auto-classify uploaded files
Lead scoring
AI-ranked prospect priorities
Notifications
Compliance alerts
Certifications, licenses, filings
Invoice reminders
Overdue payment alerts
Task reminders
Due date alerts
Automation Rules
Auto-create tasks
On compliance expiry
Risk notifications
High-priority flags
Invoice follow-ups
Auto-flag overdue
Account
Display Name
Demo User
Email
demo@nfinityhq.com
Workspace
NFINITY HQ
Role
Admin
Plan
Professional
Modules
CRM
Outreach
Pipeline
Automation Engine