Use-case library

What AI can do in your business, team by team.

Each entry is one job AI can take on. You see the problem today, what the AI does step by step, where a person approves, and the tools it connects to. Filter by department, industry or type of build, or search for a tool you already use.

entries: 73
departments: 10
industries: 10

index

Browse the library

Showing all 73 use cases.

Sales
```
@--->[ ? ]
     |   |
   hot cold
```
Lead follow-up and qualification
Every new enquiry gets a reply by text or email within minutes, a few qualifying questions, and a booked call if it is a good fit.
Voice/chat agent
Sales
```
.-------.
| QUOTE |
|___$___|
```
Proposal and quote drafting
Turns call notes and site details into a priced first-draft proposal using your own templates, rate card and past wins, ready for a salesperson to check.
Agent
Sales
```
.--.  who?
|AC|  why?
'--'  next
```
Pre-meeting account briefs
Before each sales call, reps get a one-page brief on the account: who is attending, past emails, open deals, support issues and recent company news.
Company assistant
Sales
```
+--+--+--+
|ok|ok|ok|
+--+--+--+
```
CRM logging and clean-up
Logs calls, emails and meeting notes to the right CRM record, fills in missing fields and merges duplicates, so the pipeline reflects what really happened.
Automation
Sales
```
\=======/
 \=====/ 
  \_$_/  
```
Weekly pipeline summaries
A plain-English pipeline summary lands every Monday: what moved, what stalled, which deals slipped their close date and where the forecast looks shaky.
Automation
Sales
```
 .-->--. 
|  up+  |
 '--<--' 
```
Renewal and upsell alerts
Watches usage, billing and support history to warn account managers about renewals at risk and customers ready for more, with a drafted next step.
Agent
Sales
```
(( o ))
~^~^~^~
[+]  [-]
```
Sales call coaching
Recorded sales calls are checked against your own playbook, so each rep gets a short note on what went well and the one thing to change next time.
Custom app
Marketing
```
Aa ~~~~~~
   ~~~~~ 
   ~~~ _|
```
On-brand content drafts
Drafts emails, social posts and blog outlines that follow your brand guide, product facts and past best work, so the team edits instead of starting blank.
Company assistant
Marketing
```
   ||  | 
 | ||| | 
_|_|||_|_
```
Cross-channel campaign reporting
Pulls results from Google Ads, Meta Ads, GA4 and your store or CRM into one weekly report that says, in plain words, what worked and what to change.
Automation
Marketing
```
 .-.  .-. 
( o )( o )
 '-'  '-' 
```
Competitor and market monitoring
Tracks competitor pricing pages, product launches, ads and reviews, then sends a short weekly digest of what changed and why it might matter to you.
Agent
Marketing
```
<title>~~~
 .-.  ~~~~
( q ) ~~~~
```
SEO page creation and refresh
Finds the search terms your customers use, drafts new service and location pages, and refreshes old pages that are slipping, all from your own facts.
Agent
Marketing
```
@ @ @ @ @
 \ | | / 
[A][B][C]
```
Lead enrichment and segmentation
Adds company size, industry and role details to new contacts, sorts them into the right segments and routes them to the right nurture list or salesperson.
Automation
Marketing
```
" claim " 
  ? -> [v]
  ? -> [x]
```
Brand and claims checks before publishing
Checks ads, emails and web copy against your brand rules and the advertising rules for your sector, and flags risky claims before anything goes live.
Custom app
Marketing
```
[#] SKU-01
    +title
    +specs
```
Product descriptions and catalogue enrichment
Supplier spec sheets and rough product data become complete listings: titles, descriptions, attributes and tags, ready for your store and marketplaces.
Automation
Marketing
```
  /\
 /  \ ~~
 |[]| ~~
```
Property listing descriptions
Agent notes, floor plans and photos become listing copy for each portal, written to your style and checked against what is actually in the property.
Custom app
Marketing
```
M T W T F
# . # . #
post 9:00
```
Social media planning and scheduling
A month of social posts drafted from your news, offers and photos, laid out on a calendar for approval, then scheduled on each platform.
Agent
Customer service
```
[@]--->[..]
 |      |  
[ok]<--'   
```
Email and chat support agent
An AI agent answers routine customer emails and chats from your help docs and order data, then hands anything unusual to your team with notes.
Voice/chat agent
Customer service
```
   [#]   
  / | \  
 [a][b][c]
```
Ticket triage and routing
Every new ticket is tagged, prioritized and sent to the right person or queue, so urgent issues stop sitting in a shared inbox.
Automation
Customer service
```
  .---.  ) 
 ( ### )(  
  '---'  zz
```
Inbound and after-hours voice agent
A voice agent picks up calls your team can't, answers common questions, books jobs or appointments and texts urgent details to whoever is on call.
Voice/chat agent
Customer service
```
 [t][t][t] 
   \ | /   
  [=====]  
```
Help articles written from solved tickets
Finds questions your team answers again and again, then drafts help-center articles from the best solved tickets for an editor to approve.
Agent
Customer service
```
 :)  :|  :(
 ----.     
     '--> !
```
Sentiment and churn-risk alerts
Reads support conversations for frustration and cancellation signals, and alerts the account owner while there is still time to fix things.
Automation
Customer service
```
 * * * * . 
[ ....... ]
  '-> re:  
```
Review replies drafted for approval
Drafts a personal reply to every new Google, Tripadvisor or Trustpilot review, so the owner can check and post them in a few minutes a day.
Agent
Customer service
```
+------+
|[x]___|
|[ ]___|
```
Patient and client intake
Intake forms, emails and scanned documents are read, checked for gaps and entered into your practice system before the first appointment.
Automation
Customer service
```
( 9:30 )
 remind?
 [y] [n]
```
Appointment reminders and no-show follow-up
Customers get reminders by text or a short call, can confirm or rebook in the same thread, and missed appointments get a same-day follow-up.
Voice/chat agent
Customer service
```
<-- [box]
   RMA ok
<-- $$
```
Returns and refund handling
Return requests are checked against your policy and the order, labels and refunds are prepared, and only the edge cases reach your team.
Agent
Customer service
```
[1]>[2]>[3]
 ok  ..  .
   next ->
```
New customer onboarding
Each new customer gets a tracked onboarding plan: kickoff booked, documents and data collected, setup steps chased, and stalled accounts flagged.
Agent
Operations
```
 [PO] [PO] 
   \   /   
  [ ERP ]  
```
Order intake into the ERP
Purchase orders that arrive by email, PDF or spreadsheet are read, checked against your catalog and entered into the ERP for a quick review.
Automation
Operations
```
 A   B   C 
 $$  $  $$$
     ^     
```
Supplier quote comparison
A purchasing tool that pulls supplier quotes from email into one like-for-like table, with freight, lead times and terms side by side.
Custom app
Operations
```
 |#|       
 |#|#|     
 |#|#|_  ! 
```
Stock and reorder alerts
Watches stock levels and sales across your channels, warns you before items run out and drafts reorders that take lead times into account.
Automation
Operations
```
 o--.   .-x
    |   |  
    '-o-'  
```
Scheduling and dispatch
Proposes the day's job schedule from skills, locations and parts, then updates crews and customers when plans change.
Agent
Operations
```
  ________ 
 |  CN22  |
 '-o----o-'
```
Shipping and compliance paperwork
Prepares commercial invoices, packing lists and customs forms from your order and product data, ready for a person to check and sign off.
Agent
Operations
```
 [?]--> 1._
        2._
        3._
```
SOP assistant for frontline staff
Staff on the floor, in the kitchen or on site ask how to do a task and get the steps from your own procedures, on their phone.
Company assistant
Operations
```
[job #48]
 o  parts
/|\ sign
```
Field service job reports
Technicians speak a quick voice note and take photos; a tidy job report, parts list and invoice draft are ready before they reach the van.
Custom app
Operations
```
|#|#|  !
|#|#| ->
  wo#219
```
Tenant maintenance requests
Tenants report problems by phone, text or chat; each request is triaged for urgency, logged with photos and sent to the right contractor.
Voice/chat agent
Operations
```
Q#88 [ok]
  ====>
 JOB #88
```
Quote-to-job handover
When a quote is accepted, the job is created with scope, materials, deposit and site notes, so the crew turns up knowing what was promised.
Automation
Operations
```
|-|-|-|-|
 ok ok !!
 hold>QA
```
Quality and inspection reports
Inspection checklists, photos and readings from the floor become clear reports, with failures raised as actions and trends shown to managers.
Custom app
Finance
```
 .---.     
 |INV|=>[#]
 '---'     
```
Invoice capture and posting
Supplier invoices are read from the inbox, matched to the right supplier and account, and drafted as bills in Xero or QuickBooks for a person to approve.
Automation
Finance
```
BANK  BOOKS
 |  <=>  | 
 +--[ok]-+ 
```
Bank and payment reconciliation
Bank lines, Stripe payouts and card settlements are matched to invoices and bills, with suggested matches and a short list of what still needs a human eye.
Agent
Finance
```
       !!! 
    !!  |  
 !  |   |  
```
Collections follow-up by risk
Overdue invoices are sorted by risk and each customer gets a reminder that fits their history, written in your tone and sent after a person signs off.
Agent
Finance
```
 [rcpt] ?  
   |   v   
 [ok]  [x] 
```
Expense checks against policy
Every expense claim is checked against your written policy, with receipts read and clear notes on what breaks the rules, before a manager approves it.
Automation
Finance
```
 [x][x][x] 
 [x][x][ ] 
  close >| 
```
Month-end close support
A close workspace that tracks every task, flags odd balances and drafts accruals and variance notes, so the month closes on time with fewer surprises.
Custom app
Finance
```
     _.--> 
 _.-'  . . 
'  wk 1..n 
```
Weekly cash-flow forecast
A rolling forecast of the next few months of cash, rebuilt each week from your ledger, bank and pipeline, with a short note on what changed and why.
Custom app
Finance
```
PO = INV
  \ /
  GRN
```
Purchase order and invoice matching
Supplier invoices are matched to purchase orders and goods received, line by line, so only mismatches need a person before payment.
Automation
Finance
```
[vendor]
 tax  ok
 bank ??
```
Supplier onboarding and bank detail checks
New suppliers send forms, tax IDs, insurance and bank details once; everything is checked against public registers and your rules before set-up.
Agent
HR and people
```
 > leave?  
 < policy  
   [s.3.2] 
```
Policy and benefits assistant in Slack or Teams
Staff ask leave, benefits and policy questions in Slack or Teams and get an answer from your own handbook, with a link to the exact section.
Company assistant
HR and people
```
 [=CV=] -> 
 [=CV=] ok 
 [=CV=] ?  
```
Resume screening with written reasons
Every application is scored against the job's must-have criteria, with a written reason for each score, so hiring managers can check the reasoning.
Custom app
HR and people
```
 M T W T F 
 . # . . # 
 . . o . . 
```
Interview scheduling
Candidates book, move or cancel interviews by email or text with an assistant that sees your interviewers' real calendars and confirms in minutes.
Voice/chat agent
HR and people
```
  o--o--o  
  |  |  |  
 d1 w1 m1  
```
Onboarding plans
Each new hire gets a first-weeks plan built for their role, with accounts, equipment, intros and training booked across your tools before day one.
Agent
HR and people
```
 = = = = = 
  \ | | /  
   [sum]   
```
Performance review summaries
Managers get a balanced first draft of each review, built from goals, feedback and one-to-one notes, with every point linked to its source.
Custom app
HR and people
```
 SOP  -> Q1
 ===  -> Q2
 ===  -> ok
```
Training content built from SOPs
Your written procedures become short training modules, checklists and quizzes, kept in step with the SOPs as they change.
Agent
HR and people
```
Mo 8.0 ok
Tu 9.5 ot
We 0.0 ??
```
Timesheet and payroll checks
Timesheets are checked against rosters, leave and pay rules before each pay run, and odd entries go to the manager with a plain reason.
Automation
IT
```
.---------.
| ******  |
'--> [ok]-'
```
Helpdesk agent for password resets and access requests
A chat agent in Slack or Teams that verifies staff, resets passwords, clears lockouts and routes access requests to the right approver.
Voice/chat agent
IT
```
 +o    -o
 /|\   /|\
 / \   / \
```
Joiner and leaver account setup
An agent that reads new starters and leavers from your HR system, then builds or removes their email, app logins and devices to a checklist.
Agent
IT
```
  /!\  #ops
 /___\ >>> 
 14:02 up  
```
Incident updates
Turns the noise in your incident channel into clear updates for staff, customers and your status page, on a steady schedule while engineers fix the issue.
Automation
IT
```
$ seats    
[#][#][ ]  
[#][ ][-]  
```
License and SaaS spend audits
A purpose-built dashboard that matches every software charge to real logins, flags unused seats and duplicate tools, and lists renewals before they bill.
Custom app
IT
```
  ><(((*>  
 ~~~[!]~~~ 
  [hold]   
```
Phishing report triage
Checks every email staff report as suspicious, explains the verdict, and pulls matching copies from other inboxes once your IT lead agrees.
Agent
IT
```
  .--.  == 
 ( ?  ) == 
  '--'\ == 
```
Internal knowledge search
An assistant that answers staff questions from your wikis, shared drives and old tickets, links to the source, and says so when it does not know.
Company assistant
Legal and compliance
```
 ._______. 
 |=== ~ x| 
 |=== - v| 
```
Contract review against a playbook
Reads incoming contracts, compares each clause with your playbook, and drafts tracked-change redlines and a risk note for your lawyer to approve.
Agent
Legal and compliance
```
[JAN|FEB]  
[ o | ! ]  
 renew ->  
```
Obligation and renewal tracking
Pulls renewal dates, notice periods and key duties out of signed contracts and leases, then reminds the owner well before each deadline.
Automation
Legal and compliance
```
 Q: leave? 
 A: s.7.2  
 [cited]   
```
Policy Q&A with clause citations
Answers staff questions about your handbook, policies and procedures in plain words and quotes the exact clause each answer comes from.
Company assistant
Legal and compliance
```
  ((o))    
  _|_ new  
 [digest]  
```
Regulatory update digests
Watches the regulators and sources you follow, filters out what does not apply, and sends a short weekly digest linked to the policies affected.
Automation
Legal and compliance
```
 .------.  
 | NDA  |  
 '-~~x--'  
```
Standard NDA drafting
A simple form that builds a ready-to-sign NDA from your approved template, fills in the parties from your CRM and sends it out through DocuSign.
Custom app
Legal and compliance
```
 [v] [v]   
 [v] [ ]   
  >> audit 
```
Audit evidence collection
Gathers screenshots, exports and sign-offs for each audit control from your systems, labels them and flags gaps before the auditor asks.
Agent
Leadership
```
+-- 7am --+
| $  ^  ! |
+---------+
```
Daily business brief across systems
Each morning, AI pulls yesterday's sales, cash, jobs and support figures from your systems into one short brief that flags what needs a decision.
Automation
Leadership
```
> margin? 
  .:|:||  
  ------  
```
"Ask your data" KPI assistant
Ask questions like 'Which product lines lost margin last quarter?' in Slack or Teams and get an answer from your own data, with the working shown.
Company assistant
Leadership
```
 _______  
|BOARD  |]
|PACK___|]
```
Board pack assembly
AI gathers the month's financials, KPIs and department updates into your board pack template, drafts the commentary and tracks what is still missing.
Agent
Leadership
```
[x] decide
[ ] assign
[ ] follow
```
Meeting decisions and action tracking
Every decision and action from your leadership meetings is logged with an owner and a due date, then chased in your task tool until it is done.
Automation
Leadership
```
   .-.    
--( o )-->
   '-'    
```
Market scans
AI researches a market, competitor set or new location on request and returns a sourced summary, so you can test an idea before spending on it.
Agent
Company-wide
```
.--------.
| ask me |
'-.------'
```
Company AI assistant on your own knowledge
A private assistant in Slack, Teams or the browser that answers staff questions from your own policies, files and wikis, with a link to the source.
Company assistant
Company-wide
```
 o   o   o 
/|\ /|\ /|\
-- notes --
```
Meeting assistant
AI joins your client and internal calls, writes accurate notes, drafts the follow-up email and files the summary in your CRM or shared drive.
Agent
Company-wide
```
 ____      
|==  | (o) 
|____|    \
```
Document search and Q&A
Search contracts, manuals, specs and past files by asking a question, and get an answer that quotes the exact page it came from.
Custom app
Company-wide
```
      [3] 
   [2]    
[1]       
```
AI training and adoption programs
Hands-on AI training built around your team's real tasks, with a shared prompt library and a practice assistant so new habits last beyond the workshop.
Company assistant
Company-wide
```
o   ->[#]
/|\ ->[#]
/ \ ->[#]
```
Know-how capture from long-serving staff
Experienced staff answer guided interviews; their know-how becomes searchable notes and how-tos the rest of the team can ask questions of.
Company assistant

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Working with teams in the United States, United Kingdom and Australia.

.-------------------------.
| > what should AI do     |
|   for your business?    |
|                         |
| $ triage the inbox_     |
'-------------------------'