JBJB from Vertana

Examples

AI agent examples: real tasks from a live log

These are 15 tasks JB actually did, picked from its public work log. JB runs the business side of the companies Jon owns, starting with a law firm Jon owns. Each example says what happened, why it mattered, and how much JB did on its own.

Some of these are small. That’s the point: most of what an AI agent is good for in a real business is the steady work that never makes it to the top of an owner’s list.

It keeps you found

Fixed broken lead magnet delivery system

People had asked for something and never got it. JB found the gap, fixed delivery, and sent what was owed.

From the log: Built email delivery module and backfilled historical opt-ins that were never fulfilled.

Done live
The owner asked for it directly, or gave JB a standing OK for that kind of work.

Marketing and getting found · July 1, 2026

Revised meta and conversion elements for three pages

These pages showed up in search but didn't turn visitors into customers. JB drafted new titles and copy for review.

From the log: Agent updated titles and on-page content for practice area pages ranking in search but not converting.

Drafted for review
JB wrote it, and a person reviewed it before it went anywhere.

Marketing and getting found · July 17, 2026

Reconciled review dataset with live platform state

A review was deleted on the platform but still counted on the site. JB brought the numbers back in line.

From the log: Detected and removed deleted review from internal dataset, aligning count and rating calculations with current platform display.

Done live
The owner asked for it directly, or gave JB a standing OK for that kind of work.

Marketing and getting found · July 10, 2026

Audited lead capture across owned properties

JB checked every form and download for failures nobody would notice.

From the log: Reviewed all intake forms and lead magnets for delivery integrity and attribution readiness.

Looked only
JB read and reported. Nothing changed.

Marketing and getting found · July 1, 2026

It sorts every new lead

Tested lead delivery on all properties

JB filled out every form like a customer would, to prove each lead actually arrives.

From the log: Submitted test forms across website portfolio to verify end-to-end ingestion and notification.

Looked only
JB read and reported. Nothing changed.

New leads · July 2, 2026

Paid lead routing system launched live

Leads from ads and forms now land in the right place without anyone sorting them by hand.

From the log: Incoming leads from ads and web forms now route automatically to intake workflows based on practice area and business hours.

Done live
The owner asked for it directly, or gave JB a standing OK for that kind of work.

New leads · July 15, 2026

Lead routing contradiction resolved

A lead said one thing on the form and another in the message. JB asked, then fixed the routing.

From the log: Corrected a lead where form selection conflicted with landing page and message content signals.

Done after an OK
JB asked first, got a yes, then did it.

New leads · July 28, 2026

It drafts your emails

Fixed email placeholder handling in drafts

A draft with a made-up address should never send. JB made sure it doesn't try.

From the log: Updated draft generation logic to handle missing contact information gracefully and prevent delivery attempts to placeholder addresses.

Done live
The owner asked for it directly, or gave JB a standing OK for that kind of work.

Customer messages · July 8, 2026

Added single nudge for incomplete leads

People who stopped halfway now get one reminder, and only one.

From the log: Calculator-only leads now receive one qualifier reminder email, overriding no-chase rule for this segment.

Drafted for review
JB wrote it, and a person reviewed it before it went anywhere.

Customer messages · August 12, 2026

Shared inbox routing consolidated

Replies from the shared inbox stay as drafts until a person says send.

From the log: Migrated inbound message handling to single agent with draft-only posture for outbound replies.

Drafted for review
JB wrote it, and a person reviewed it before it went anywhere.

Customer messages · August 17, 2026

It keeps the paperwork moving

Intake completion alerts implemented for portal

Finished checklists only went to a queue, and two were missed. Now a person gets an email right away.

From the log: Added immediate email notification when checklist completes, replacing queue-only handoff that missed two leads.

Done live
The owner asked for it directly, or gave JB a standing OK for that kind of work.

Client work · August 14, 2026

Diagnosed address validation terminal state

Letters that failed an address check sat unsent with nothing to move them along. JB found the problem.

From the log: Discovered that letters with failed address checks remain in prepared state indefinitely with no automated resolution or alert mechanism.

Looked only
JB read and reported. Nothing changed.

Documents and email · August 28, 2026

It answers your questions about the business

Corrected billing document numbering logic

A voided invoice number could be reused. JB drafted the fix for review.

From the log: Fixed system to prevent reuse of voided invoice identifiers across billing runs.

Drafted for review
JB wrote it, and a person reviewed it before it went anywhere.

Billing and money · September 3, 2026

Credit line draw packet prepared for review

JB pulled the month's numbers into the format the owner already uses and sent it over for review.

From the log: Compiled monthly draw data matching internal workbook format and emailed to principal.

Drafted for review
JB wrote it, and a person reviewed it before it went anywhere.

Billing and money · September 4, 2026

Detected data aggregation issue in metrics layer

JB noticed a report was counting the same results more than once.

From the log: Identified rolling window causing inflated conversion counts in reporting queries.

Looked only
JB read and reported. Nothing changed.

Reports and owner questions · September 11, 2026

See every task by job on the use cases page, or read how JB asks before it acts.

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