Whatever happens with AI, your data needs to be in order.

what the database runsselect c.name, e.type, e.installed
from customers c
join equipment e on e.customer_id = c.id
where e.installed < now() - interval '10 years'
order by e.installed;

That's 41 phone calls you can make this week, from records you already own.

what the database runsselect c.name, q.wanted, q.due
from quotes q
join customers c on c.id = q.customer_id
where q.status = 'never_sent'
  and q.created_at > now() - interval '2 years';

That's work you were already asked for. It's sitting in the notes field.

what the database runsselect c.name, max(j.done) as last_job
from customers c
left join jobs j on j.customer_id = c.id
group by c.id
having max(j.done) < now() - interval '2 years';

That's a mailing list you didn't know you had.

what the database runsselect c.name, sum(i.amount) as owed,
       max(current_date - i.due) as days_late
from invoices i
join customers c on c.id = i.customer_id
where i.status = 'late' and i.due < current_date - 30
group by c.id order by owed desc;

That's a collections list, sorted by who owes the most.