USE CASES

Automation opportunities in every department

A starting point for where AI agents typically create the most value — organized by department.

Sales

  • Lead qualification
  • CRM updates
  • Sales research
  • Meeting preparation
  • Follow-up emails

Example workflow

1New Lead
2Qualify
3Enrich
4Update CRM
5Notify Sales Rep

Customer Service

  • Incoming email handling
  • FAQ responses
  • Ticket classification
  • Customer data lookup
  • Response preparation

Example workflow

1Customer Email
2Classify
3Check CRM
4Draft Reply
5Approval
6Send

Finance

  • Invoice processing
  • Financial document classification
  • Payment reminders
  • Report preparation

Example workflow

1Invoice Received
2Extract Data
3Match PO
4Flag Exceptions
5Approval
6Book

HR

  • Onboarding
  • Employee FAQs
  • Policy search
  • Employee requests

Example workflow

1New Hire
2Generate Checklist
3Send Documents
4Track Completion

Operations

  • Workflow automation
  • Document processing
  • Reporting
  • Internal notifications

Example workflow

1Incoming Request
2Classify
3Route
4Execute
5Report

IT

  • Ticket classification
  • Troubleshooting assistance
  • Knowledge search
  • Internal technical support

Example workflow

1Support Ticket
2Classify
3Search Knowledge Base
4Suggest Fix
5Escalate if Needed

See your department's use cases in action

Book a short call and we'll map the workflows most relevant to your team.

Book a Demo