applications case study

Co-Worker

AI-powered sales intelligence system that turns daily signals into account insights, prioritization, and actionable outreach workflows.

An AI-powered sales intelligence system that turns daily industry signals into summaries, prioritization, account context, and seller-ready workflows.

RoleProduct + Systems Designer
CategoryApplications / Sales Intelligence
StatusActive System (v1 Live)

Overview

Co-Worker is an AI-powered sales intelligence cockpit built to turn daily industry and account signals into practical outputs for account teams. It ingests recurring news and market signals, analyzes them with local LLMs, and surfaces summaries, trend comparisons, account matches, prioritization cues, outreach angles, and talking points through a workflow-oriented interface.

Problem

Industry news, account context, and technical signals are often scattered across tools and tabs, making it difficult to quickly understand what matters, compare trends, prioritize accounts, and prepare useful outreach or strategy conversations.

Architecture

Diagram View
Industry / Account Signals
          │
          ▼
   Signal Processing Layer
 normalization • context assembly • structured inputs
          │
          ▼
     Analysis Engine
 summaries • matching • prioritization • outreach angles
          │
     ┌────┴──────────────┐
     │                   │
     ▼                   ▼
Actionable insights    Workflow outputs
trend comparisons      account views
talking points         seller-ready recommendations
     │                   │
     └──────────┬────────┘
                ▼
          Web Application UI
 dashboards • workflow views • decision support
Layered View

Signal Inputs

industry news account context structured inputs

Processing Layer

normalization context assembly signal ingestion

Analysis Engine

summarization matching prioritization angle generation

Output Surfaces

dashboards talking points workflow UI seller-ready outputs

Co-Worker system flow from daily signal ingestion to AI-assisted sales outputs.

Implementation

Co-Worker is implemented as a full-stack React and Node/Express platform with Dockerized services and local LLM support through Ollama. Daily signal ingestion feeds workflow-oriented UI surfaces for summaries, account matching, prioritization, talking points, solution sizing, and win-story support.

Capabilities

  • Daily signal summaries and trend comparisons
  • Account matching and prioritization
  • Outreach angles and talking points
  • Solution sizing workflow UI
  • Account intelligence dashboard
  • Win tracking and storytelling system

Outcome

Co-Worker transforms raw market and account signals into structured, seller-ready outputs that support prioritization, outreach planning, and account action.

What’s Next

  • Expanded signal ingestion sources
  • Sharper account matching logic
  • More refined outreach workflows
  • Read-only public-safe demo mode

Related Systems