“If we can launch AI agents quickly and use them to test what customers actually need, that’s how we know we’re on the right path.”
Executive Summary
Doola partnered with Adopt AI to introduce agent-powered workflows that give entrepreneurs faster, more intuitive access to critical business operations through natural language. What began as an internal effort to explore AI capabilities evolved into a strategic partnership—enabling faster time to market, more reliable execution, and a stronger customer experience across compliance and financial workflows.
Key Outcomes
As AI reshapes how users interact with software, business platforms must adapt to customer intent instead of forcing users to navigate complex systems.
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Reduced time to market for AI-powered workflows by partnering instead of building internally, allowing Doola to validate agent-driven experiences faster.
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Enabled customers to access documents, financial summaries, and operational workflows through natural language instead of manual navigation.
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Advanced AI capabilities without hiring additional AI specialists by building on existing infrastructure with hands-on partner support.
About Doola
Doola helps entrepreneurs around the world start, operate, and scale U.S.-based businesses. From business formation to ongoing compliance, taxes, and bookkeeping, the platform simplifies complex operational workflows and brings critical business services into a single, unified experience.
AI and Customer Expectations
AI reshaped how entrepreneurs expect to interact with software. Customers increasingly want fast, conversational access to business information and workflows, not manual navigation through complex dashboards. At the same time, Doola’s core product priorities made building and scaling AI internally difficult.
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Compliance Accuracy and Risk Sensitivity
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Limited Internal Capacity to Scale AI
A Seamless Rollout
Introducing agent-powered workflows did not require Doola to rework its core platform or slow product delivery. Instead of rebuilding systems or redesigning interfaces, Doola embedded AI-driven experiences directly into existing workflows, allowing customers to access information and actions naturally within the product.
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Direct API-Based Integration
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Human-in-the-Loop Collaboration
Action Design at Scale
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How We Solved It
Doola selected Adopt AI to accelerate the rollout of agent-powered workflows without diverting engineering focus away from core product development. Rather than adding a standalone chatbot, Adopt enabled agents that could both retrieve information and execute actions directly within Doola’s platform.
Through early technical collaboration, it became clear that the integration would be fast, flexible, and aligned with Doola’s long-term product direction. Adopt’s ability to work with existing APIs and support complex, compliance-sensitive workflows allowed Doola to move forward without rearchitecting systems or introducing unnecessary risk.
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Works with what’s already built: Integrated directly with Doola’s existing APIs and infrastructure without requiring rebuilds or workflow rewrites
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Actionable AI: Went beyond answering questions to support execution of real workflows, including document access, financial summaries, and operational actions.
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Secure & reliable: Designed to support compliance-sensitive use cases, with guardrails and review considerations for financial and regulatory workflows.
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Fast time to deploy: Enabled rapid rollout of agent-powered experiences without adding engineering overhead or long development cycles.
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Measurable impact of agent-powered workflows
With Adopt AI, Doola introduced a more intuitive way for customers to interact with business operations through conversational workflows. Agent-powered experiences reduced friction in accessing documents, financial information, and operational actions, while maintaining accuracy for compliance-sensitive use cases. Early adoption signals indicate stronger engagement and faster task completion.
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Customers can access information and complete workflows faster
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Rolled out without disrupting core product delivery
A partnership built for immediate impact and long-term growth
The partnership helped Doola move quickly to bring agent-powered workflows into production while establishing a foundation for continued expansion across the platform. Immediate needs around speed, accuracy, and customer experience were addressed without disrupting core product development.
The collaboration enabled Doola to validate new AI-driven experiences, learn from real customer behavior, and confidently scale beyond early experimentation. What began as an effort to accelerate delivery evolved into a long-term partnership focused on building reliable, production-ready agent workflows together.
Accelerated roadmap without disruption
Doola advanced its AI roadmap without pulling focus away from core platform priorities or increasing engineering overhead.
Built for production, not experimentation
Agent-powered workflows were designed for real-world use cases, particularly compliance-sensitive operations where reliability and control matter.
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A true extension of the team
The partnership operated as a shared effort, with close collaboration and joint ownership of outcomes from implementation through rollout.
Adopt + Doola
Doola partnered with Adopt AI to bring agent-powered workflows into its platform, giving entrepreneurs faster and more intuitive access to critical business operations through natural language. What began as an internal effort to explore AI evolved into a strategic partnership, enabling faster delivery, more reliable execution, and a stronger customer experience across compliance and financial workflows.
