applications Case Study

Co-Worker

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

Status Active System (v1 Live) Runtime Dockerized React + Node application with local AI-assisted sales workflows. Role Product + Systems Designer
Co-Worker cover image

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

  • 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
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

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

Technology Stack

Technologies

React Node/Express Docker Ollama local LLM workflows

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

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.

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