Sales
Answer inquiries
- Input
- Email or web form
- AI
- Classifies and adds customer data
- Output
- Draft reply for the right person
A person approves the reply
Use cases
Examples, not limits.
What AI and automation can look like across your business. Together, we'll figure out which ones pay off for you.
Book a callSales
Proposals from meeting notes
- Input
- Notes and past proposals
- AI
- Summarizes requirements
- Output
- Proposal draft from your templates
A person checks content and price
Sales
Prepare client meetings
- Input
- Emails, notes, project status
- AI
- Pulls together history and open commitments
- Output
- Briefing with sources
A person reviews before the meeting
Customer service
Sort support requests
- Input
- Tickets and emails
- AI
- Detects topic and urgency
- Output
- Routing and a suggested answer from your knowledge base
A person takes unclear cases
Finance
Capture invoices
- Input
- Invoice as PDF
- AI
- Extracts the data
- Output
- Suggested journal entry
A person approves the entry
Administration
Prepare your own timesheets
- Input
- Your calendar and emails
- AI
- Suggests activity descriptions
- Output
- Timesheet for the client
Each person reviews their own timesheet before it's sent
Projects
Follow up on meetings
- Input
- Notes or transcript
- AI
- Captures outcomes and tasks
- Output
- Task list and draft follow-up email
A person confirms before anything goes out
Projects
Prepare handoffs
- Input
- Emails and documents of a case
- AI
- Structures status and open points
- Output
- Handoff with sources
A person adds what is missing
Knowledge
Ask your documents
- Input
- Manuals, templates, policies
- AI
- Searches and answers with a source
- Output
- Answer in Teams or your intranet
A person checks the source when needed
Your workflow isn't listed?
Most aren't. Bring your idea, or we'll find one together.
Not sure where to start? The Time Sink Check shows which task makes a good first workflow.
Book a call