case study · Sales
Answering every enquiry while the buyer is still interested
How a busy trades business could reply to every web form and missed call within minutes, day or night, without hiring another coordinator.
blog · case studies
A case study for every use case in our library. Each one follows a typical business through the problem, what the AI does, where a person approves, how it rolls out, what to measure and what the research says.
These are illustrative. The businesses are composites, not named clients, and every figure is either cited research or a worked example with its assumptions shown.
7 case studies
case study · Sales
How a busy trades business could reply to every web form and missed call within minutes, day or night, without hiring another coordinator.
case study · Sales
A worked example of turning call notes and a rate card into a draft proposal that a person checks and sends.
case study · Sales
How an account team could get a one-page brief in Slack an hour before each meeting, built from the CRM, inbox and help desk.
case study · Sales
How emails, calls and missing fields can be logged automatically, with merges and stage changes left for a person to approve.
case study · Sales
How a weekly snapshot and a short written summary can replace the Monday spreadsheet and the out-of-date slide deck.
case study · Sales
How billing, usage and support data can be combined into early warnings and well-timed expansion offers.
case study · Sales
How call recordings can turn into short coaching notes and a weekly view of the objections the team keeps missing.
9 case studies
case study · Marketing
How an assistant trained on your brand guide and product sheets can draft every channel's copy, with prices and dates checked against the source.
case study · Marketing
How ad platforms, analytics and your shop can be joined into one table and a short written commentary every Monday.
case study · Marketing
How a weekly digest of public competitor moves, with a link for every claim, can replace rumours and stale slide decks.
case study · Marketing
How search data, staff know-how and a careful review step can produce new and refreshed pages every month.
case study · Marketing
How company data and job titles can be added to each new contact automatically, then used for segments, nurture lists and sales alerts.
case study · Marketing
How every piece of copy can be checked against your brand guide and advertising rules, with a record of what was checked and who signed it off.
case study · Marketing
How supplier spreadsheets and spec sheets can become consistent titles, descriptions and filter attributes, reviewed before publishing.
case study · Marketing
How an agent's voice note, floor plan and photos can become portal-ready copy, with every feature checked before it goes live.
case study · Marketing
How a monthly content calendar and drafted captions can turn finished jobs and new menus into steady posts.
10 case studies
case study · Customer service
How a support agent grounded in your help centre and live order data can resolve routine questions and hand everything else to a person with context.
case study · Customer service
How every ticket can be labelled, prioritised and routed the moment it arrives, using your own categories.
case study · Customer service
How a voice agent can answer calls after hours and when everyone is on a job, book work and escalate real emergencies.
case study · Customer service
How solved tickets can reveal missing or outdated articles, and become drafts an editor approves.
case study · Customer service
How the tone and content of tickets, combined with account data, can warn account owners early.
case study · Customer service
How specific, on-brand reply drafts can keep review pages looked after, with every reply approved by a person.
case study · Customer service
How forms and scanned documents can be read, checked against a checklist and chased automatically, with front-desk staff confirming each record.
case study · Customer service
How two-way reminders, plain-language rebooking and same-day follow-up can fill slots that would otherwise sit empty.
case study · Customer service
How each return can be checked against your written policy, labelled and refunded on receipt, with people approving exceptions.
case study · Customer service
How a plan that starts when the deal closes can book the kickoff, chase missing files and flag stalled accounts.
10 case studies
case study · Operations
How PDFs, photos and email lines can become draft sales orders matched to your SKUs, confirmed by a person in one click.
case study · Operations
How quotes in any layout can be turned into one side-by-side view, with delivery history next to price.
case study · Operations
How daily sales, stock and lead times can drive reorder suggestions a buyer approves.
case study · Operations
How skills, locations and van stock can feed a proposed schedule that the dispatcher approves.
case study · Operations
How order and product data can produce commercial invoices, packing lists and carrier forms, with HS codes suggested and checked.
case study · Operations
How an assistant built on your own SOPs can answer frontline questions with a link to the source, and say when it does not know.
case study · Operations
How a technician's voice note and photos can become a clear report and a draft invoice the same day.
case study · Operations
How tenants can report problems at any hour, with photos and access details captured and jobs sent to approved contractors.
case study · Operations
How accepted quotes can become jobs with full scope, materials orders, deposit invoices and proposed start dates.
case study · Operations
How phone checklists, photo checks and tracked non-conformances can replace paper and show repeat problems by supplier or line.
8 case studies
case study · Finance
How invoices from the accounts inbox can become draft bills with suggested coding and duplicate checks, approved by your bookkeeper.
case study · Finance
How lump-sum payouts can be broken into orders, refunds and fees and matched to invoices, with hard cases shown first.
case study · Finance
How overdue accounts can be grouped by risk and sent reminders that fit, with your finance lead approving every message.
case study · Finance
How receipts and claims can be read, checked against your policy and duplicates found, so approvers see the problems up front.
case study · Finance
How a live checklist, balance checks and drafted entries and variance notes can support a small finance team's close.
case study · Finance
How a forecast that rebuilds itself from your books, pipeline and payment habits can warn you before a tight week.
case study · Finance
How invoices can be matched line by line to purchase orders and goods receipts, with mismatches sent to the buyer.
case study · Finance
How new suppliers can be checked against public registers and every bank change verified by a call-back.
7 case studies
case study · HR and people
How an assistant built on your handbook and HR system can answer routine questions for each employee, and pass sensitive ones to a person.
case study · HR and people
How criteria agreed up front, evidence quoted from each resume and a human decision can make screening faster and easier to explain.
case study · HR and people
How candidates can pick a time in their own time zone, with calendars, invites and the applicant tracker updated automatically.
case study · HR and people
How a signed offer can trigger a role-specific onboarding plan, IT tasks, intro meetings and check-ins.
case study · HR and people
How goals, feedback and one-to-one notes can be gathered into a balanced draft that the manager edits and owns.
case study · HR and people
How procedures can become bite-sized lessons, quizzes and sign-off checklists that stay in step with the source.
case study · HR and people
How timesheets can be checked against rosters and pay rules, with managers confirming flagged entries.
6 case studies
case study · IT
How a helpdesk agent in Teams or Slack can verify people, fix lockouts and route access requests to the right approver with a full record.
case study · IT
How HR changes can drive account creation, group membership, device tasks and timely offboarding, with people confirming each step.
case study · IT
How alerts, chat and tickets can feed a running timeline, drafted updates and a first-draft post-incident review.
case study · IT
How card and accounting data, matched to sign-ins and contracts, can produce a ranked list of savings for owners to approve.
case study · IT
How reported emails can be analysed, matching copies found across mailboxes, and reporters thanked with a verdict.
case study · IT
How an assistant across your drives, wikis and tickets can answer questions with links, respect permissions and show which documents need fixing.
6 case studies
case study · Legal and compliance
How written positions on each clause can drive tracked-change redlines and a one-page risk summary for a person to decide on.
case study · Legal and compliance
How signed contracts can feed a register of dates and obligations, with owners reminded before every notice window.
case study · Legal and compliance
How staff can ask policy questions in plain words and get the exact clause, section number and link, or a referral to the owner.
case study · Legal and compliance
How regulator sites and bulletins can be filtered to what matters for your sector and locations, and linked to the policies they affect.
case study · Legal and compliance
How a short form in your CRM or Slack can produce a clean NDA from an approved template and send it for signature.
case study · Legal and compliance
How controls can be mapped to systems, evidence pulled on a schedule and gaps shown with owners long before the auditor arrives.
5 case studies
case study · Leadership
How figures from your accounting, sales, operations and support systems can become a plain-language brief before the team starts work.
case study · Leadership
How agreed metric definitions and read-only data access can let managers get figures, charts and explanations without waiting for an analyst.
case study · Leadership
How update requests, management accounts and drafted commentary can come together in your template, with a live checklist of what is missing.
case study · Leadership
How meeting transcripts can produce a decision log and tasks with owners and dates, approved by the chair.
case study · Leadership
How a scoped question can become a short report on who is there, what they charge and what customers complain about, with every claim cited.
5 case studies
case study · Company-wide
How an assistant connected to your drives and wikis can answer staff questions, respect permissions and show which documents are missing.
case study · Company-wide
How a meeting assistant can summarise calls, draft follow-ups and file notes against the right client, with the host approving every email.
case study · Company-wide
How long documents, including scans, can become searchable by question, with every answer quoting the passage and page.
case study · Company-wide
How role-based workshops, a shared prompt library, a one-page policy and a practice assistant can turn AI licences into everyday habits.
case study · Company-wide
How short interviews and recorded walkthroughs can become notes and guides colleagues can ask questions of, reviewed by the expert.
18 case studies
case study · Healthcare
How an AI scribe can turn a consented consultation into a draft note that the clinician checks and signs, without changing who owns the record.
case study · Healthcare
How a first draft built from the stay's notes and results can let doctors check rather than copy, so patients are not held up by paperwork.
case study · Healthcare
How official code look-ups and quoted evidence from the record can speed up coding while certified coders keep every decision.
case study · Healthcare
How payer criteria and evidence from the record can be put together into a ready-to-submit request, with staff reviewing every one.
case study · Healthcare
How denials can be sorted, fixed or appealed with evidence, so recoverable revenue is not written off by default.
case study · Healthcare
How one live checklist per patient, chased automatically, can help patients who are ready go home earlier in the day.
case study · Healthcare
How referrals in any format can be read, checked against service criteria and routed, with clinicians confirming priority.
case study · Healthcare
How sorting messages and drafting replies for clinicians to edit can lighten the load, and what the evidence says about time savings.
case study · Healthcare
How rosters can be drafted within safe staffing rules and sickness gaps offered to the right bank staff first.
case study · Healthcare
How realistic case durations and ready standby patients can make better use of every operating session.
case study · Healthcare
How flagged results can be tracked until a clinician acknowledges them and the follow-up happens, with escalation when they stall.
case study · Healthcare
How follow-up recommendations in radiology reports can be tracked until a scan is ordered or a clinician closes them.
case study · Healthcare
How carers' short voice notes can become structured care record entries that they check before saving.
case study · Healthcare
How rounds can be planned around continuity, skills and travel, and re-planned quickly when the day changes.
case study · Healthcare
How medication information from every source can be gathered and compared, so pharmacists spend their time on reconciliation, not collection.
case study · Healthcare
How approved leaflets and discharge instructions can be rewritten in plain language and translated, with clinicians approving every version.
case study · Healthcare
How free-text incident reports can be grouped by theme and contributing factor, so patterns show up across wards and sites.
case study · Healthcare
How electronic eligibility checks for every appointment can move insurance problems from check-in to days ahead.
how we write these
We only quote findings we have checked against the original source. Worked examples show their assumptions, so you can redo the sums with your own numbers.
A survey of 4,050 sales professionals found the average seller spends about 40% of their time actually selling, and 51% of sales leaders using AI say disconnected systems are slowing their AI work.
Salesforce, State of Sales report, 2026 edition (opens in a new tab) · 2026
Across 5,179 customer support agents, an AI assistant raised issues resolved per hour by 14% on average and by 34% for novice and lower-skilled agents.
NBER, Generative AI at Work (Brynjolfsson, Li and Raymond) (opens in a new tab) · 2023
In a study of 453 professionals doing writing tasks from their own jobs, access to ChatGPT cut the time taken by 40% and raised quality, as rated by evaluators, by 18%.
In a field experiment with 758 BCG consultants, those using GPT-4 on tasks within its abilities finished 12.2% more tasks, 25.1% faster and at over 40% higher quality, but did worse on a task outside its abilities.
Business email compromise caused reported losses of about $2.77 billion across 21,442 complaints in 2024, out of $16.6 billion in total reported cybercrime losses.
FBI Internet Crime Complaint Center, 2024 Internet Crime Report (opens in a new tab) · 2025
Third-party involvement in breaches doubled to 30%.
Verizon, 2025 Data Breach Investigations Report (opens in a new tab) · 2025
Across randomised trials, attendance was 78.6% with text reminders against 67.8% with none, and text reminders worked about as well as phone calls at lower cost per attendance.
Gartner predicted at least 30% of generative AI projects would be abandoned after proof of concept, citing poor data quality, inadequate risk controls, escalating costs or unclear business value.
About 75% of generative AI's potential value sits in four areas: customer operations, marketing and sales, software engineering, and R&D.
In a survey of 31,000 people in 31 markets, 75% of knowledge workers said they use AI at work, and 78% of AI users bring their own AI tools.
62% of people said they spend too much time searching for information, 68% lack enough uninterrupted focus time, and 55% said next steps at the end of meetings are unclear.
Microsoft, 2023 Work Trend Index: Will AI fix work? (opens in a new tab) · 2023
US retailers expected 16.9% of 2024 sales to be returned, about $890 billion, and 93% said return fraud and abuse is a significant issue.
The average business loses almost 9% of contract value each year through poor contract management; the best lose about 3%, the worst 15% or more.
A US federal judge fined two lawyers and their firm $5,000 for filing a brief that cited cases ChatGPT had invented.
ABA Journal, Lawyers who defended ChatGPT's fake cases must pay $5K, judge says (opens in a new tab) · 2023
Google rewards original, high-quality content however it is produced, but using automation mainly to manipulate rankings breaks its spam policies.
Google Search Central, Google Search's guidance about AI-generated content (opens in a new tab) · 2023
The FTC's 2024 rule bans fake reviews, including AI-generated ones, undisclosed reviews by company insiders and threats used to suppress negative reviews.
US Federal Trade Commission, Final rule banning fake reviews and testimonials (opens in a new tab) · 2024
Calls using AI-generated voices count as artificial voice calls under US telephone consumer law, so they need the person's prior express consent.
From August 2026, AI systems that talk directly to people in the EU must make clear they are AI, unless that is obvious.
EU AI Act, Article 50: transparency obligations (opens in a new tab) · 2024
AI used to recruit or select people, or to make decisions about promotion, termination, task allocation or performance, is classed as high-risk.
EU AI Act, Annex III: high-risk AI systems (opens in a new tab) · 2024
Employers in New York City may only use automated hiring tools that had a bias audit within the past year, must publish a summary of it and must notify candidates.
NIST's framework organises AI risk work into four functions, Govern, Map, Measure and Manage, with a profile for generative AI added in July 2024.
NIST, AI Risk Management Framework 1.0 and Generative AI Profile (opens in a new tab) · 2023
In 1,921 fraud cases, expense reimbursement schemes made up 13% of cases with a median loss of $50,000, and frauds at organisations with under 100 staff had a median loss of $141,000.
Only 12% of employees strongly agree their organisation does a great job of onboarding new employees.
Gallup, Why the onboarding experience is key for retention (opens in a new tab) · 2018
Organisations waste an average of $21 million a year on unused SaaS licences, and SaaS spend averages $4,830 per employee.
Zylo, 2025 SaaS Management Index (opens in a new tab) · 2025
Gartner research put the average cost of poor data quality at $12.9 million a year per organisation.
Gartner, Data quality: why it matters and how to achieve it (opens in a new tab) · 2020
Knowledge workers spend roughly a fifth of their working week searching for and gathering information.
McKinsey Global Institute, Capturing business value with social technologies (opens in a new tab) · 2012
The global average cost of a data breach reached $4.99 million, a record high.
IBM, Cost of a Data Breach Report (opens in a new tab) · 2026
Observed physicians spent 27% of their office day on direct time with patients and 49.2% on the electronic record and desk work, plus 1 to 2 hours of after-hours work each night.
In the first 10 weeks of a rollout, 3,442 physicians used ambient AI scribes in up to 303,266 patient encounters; use was linked with less time on documentation, though accuracy still needs a clinician's review.
In a survey of 1,000 physicians, practices averaged 43 prior authorisations per physician per week and 12 hours of physician and staff time; 94% said it delays access to care.
43.2% of US physicians reported at least one symptom of burnout in 2024, down from 48.2% in 2023 and 53% in 2022.
In a pilot with 162 clinicians at Stanford, AI drafts were used for 20% of replies; task load scores fell, but time spent on replies did not change.
Under FDA guidance, software meant to support time-critical clinical decisions does not meet the definition of non-device clinical decision support.
HealthCare.gov insurers denied 20% of in-network claims in 2023, and fewer than 1% of denied claims were appealed.
KFF, Claims denials and appeals in ACA Marketplace plans in 2023 (opens in a new tab) · 2025
Asked to produce billing codes from descriptions, GPT-4 matched the correct code exactly only 33.9% of the time for ICD-10-CM and 49.8% for CPT.
NEJM AI, Large language models are poor medical coders (Soroush et al.) (opens in a new tab) · 2024
Across 19 studies, between 6.8% and 62% of laboratory tests and between 1.0% and 35.7% of radiology tests were not followed up, with harms including missed cancer diagnoses.
The global nursing shortage was 5.8 million in 2023 and is projected to be 4.1 million in 2030.
World Health Organization, State of the World's Nursing 2025 (opens in a new tab) · 2025
The global cost of medication errors has been estimated at US$42 billion a year.
World Health Organization, Medication Without Harm (opens in a new tab) · 2017
Around 1 in 10 patients is harmed in health care, and more than half of that harm is preventable.
World Health Organization, Patient safety fact sheet (opens in a new tab) · 2023
Moving US healthcare admin transactions from manual to automated could save $20 billion a year; a prior authorisation takes providers about 24 minutes by phone, fax or email and 16 minutes through a portal.
Only 12% of US adults had proficient health literacy; 36% had basic or below basic health literacy.
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