video1.0<iframe src="https://www.loom.com/embed/3a7e4f50e4264847ac6690747e8693bc" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/3a7e4f50e4264847ac6690747e8693bc-3298e50f6ce5e4d5.gif286.52This Loom demonstrates an RI automation dashboard for CA form automation using an AI agent. The creator, an RI Automation Engineer, describes locally hosted dashboard front end for a 152-mode CA form automation that qualifies, creates invoices to engage audiences, tracks compliance, and requests client documents automatically via a button. The dashboard shows totals for clients, pending tasks, fees collected, upcoming compliance deadlines, and high priority items, along with agent activity like qualified leads, auto verified documents, reminders sent, and fees collected. It also previews related apps including an AI support chat, document hub, WhatsApp reminders, and lead and invoice tracking, plus a 152 node backend setup.