use_cases
Agent use cases by the work your team does every week.
Organised by department, not abstract technology. Each pattern follows the same shape: manual task → agent workflow → human approval → business outcome.
department
Sales
- Qualify inbound leads
- Draft follow-ups
- Update CRM
- Prepare proposal drafts
- Reactivate dormant leads
department
Finance
- Extract invoice data
- Flag exceptions
- Prepare payment summaries
- Categorise expenses
- Create finance report drafts
department
Customer Support
- Classify tickets
- Draft responses
- Summarise conversations
- Escalate complaints
- Update help centre content
department
Reporting / Data
- Pull weekly KPI data
- Draft commentary
- Flag anomalies
- Summarise performance
- Prepare management updates
department
Operations
- Route tasks
- Chase blockers
- Update statuses
- Send reminders
- Escalate exceptions
department
Admin / HR
- Extract form data
- File documents
- Onboarding checklists
- Internal Q&A
- Policy lookups
department
Knowledge Management
- Answer staff questions
- Cite sources
- Summarise policies
- Find procedures
- Flag outdated docs