Use cases

What we automate, step by step.

Thirteen common jobs we take off your team's plate. Each one shows how the work happens today, what changes, and what your people still decide. No technical knowledge needed.

Every business is different, so we measure your own starting point first and report what actually changed.

Use cases

Finance and back office

Pay suppliers on time without retyping a single invoice

Accounting teams that receive hundreds or thousands of supplier invoices a month.

How it works today

Invoices arrive by email as PDFs and scans. A clerk opens each one, types the supplier, amounts and line items into the accounting system, then hunts for the matching purchase order. Anything that doesn't match goes into a spreadsheet for someone to chase. Month-end is a scramble and late-payment fees creep in.

How it works after
  1. Each invoice is read the moment it lands in the inbox.
  2. Supplier, amounts and line items are entered into your accounting system for you.
  3. The invoice is matched to its purchase order and delivery note.
  4. Clean invoices go straight to approval. Mismatches go to one review list with the reason spelled out.
Aims to improve
Time spent keying and matching invoices
Your team still
Review the exceptions and approve payments.
Usual time to launch
4 to 6 weeks

Get the Monday report without building it every Monday

Owners and managers who rely on a weekly or monthly report pulled together by hand.

How it works today

Every week someone exports data from the accounting system, the CRM and a few spreadsheets, pastes it all into one workbook, fixes the formulas that broke, and emails it round. It takes half a day, and by the time it lands the numbers are already old.

How it works after
  1. Figures are collected from each system automatically, on a schedule.
  2. The report is assembled in the same format your team already knows.
  3. Unusual changes are highlighted with a short written explanation.
  4. It arrives in your inbox before the Monday meeting.
Aims to improve
Hours spent building the weekly report
Your team still
Read it and decide what to do about it.
Usual time to launch
2 to 4 weeks

Catch billing errors before you pay them

Logistics, distribution and construction companies that pay many carrier, vendor or subcontractor bills.

How it works today

Bills are checked against agreed rates only when someone has time, which is rarely. Overcharges, duplicate bills and surcharges nobody agreed to get paid quietly, month after month.

How it works after
  1. Every bill is compared with the rate you agreed and the work actually delivered.
  2. Duplicates and overcharges are flagged with the amount at stake.
  3. A ready-to-send dispute note is drafted for each problem bill.
  4. You see a monthly total of money recovered.
Aims to improve
Overcharges and duplicate bills that slip through
Your team still
Decide which disputes to send.
Usual time to launch
4 to 6 weeks
Use cases

Customer service

Answer customers faster without adding headcount

Teams that handle a steady stream of customer emails, web forms or tickets.

How it works today

Every message lands in one shared inbox. Someone reads each one, works out what it's about, decides who should handle it and forwards it on. Urgent problems wait behind routine questions, and customers chase for updates.

How it works after
  1. Every incoming message is sorted by topic and urgency within minutes.
  2. It goes straight to the right person or team.
  3. A draft reply is prepared using your past answers and policies.
  4. Common questions, such as order status, can be answered automatically if you choose.
Aims to improve
How quickly each customer reaches the right person
Your team still
Check and send replies, and handle the tricky cases.
Usual time to launch
3 to 5 weeks

Get service requests to the right person in minutes

Property managers, facilities teams and field service companies.

How it works today

Requests come in by phone, text, email and portal. Staff retype them into the work order system, guess at urgency, call around for a vendor and remember to update the customer. Emergencies sometimes sit in the pile.

How it works after
  1. Requests from every channel land in one place.
  2. Each is sorted by urgency and type of work.
  3. A work order is created and the right vendor or technician is notified.
  4. The customer gets an update at each step without anyone writing it.
Aims to improve
Time from request to dispatched work order
Your team still
Handle emergencies and check vendor quality.
Usual time to launch
4 to 6 weeks

Answer routine customer questions around the clock

Companies whose customers ask the same questions by phone, email and website every day.

How it works today

Your team answers "where is my order?", "what are your hours?" and "how do I change my booking?" dozens of times a day. Questions that arrive after hours wait until morning, and customers who don't get a quick answer go elsewhere.

How it works after
  1. A customer asks a question on your website or by email, at any hour.
  2. The assistant answers using only your own policies, prices and order records.
  3. If the question needs a person, it hands over with the whole conversation attached.
  4. You see which questions come up most, so you can fix the cause.
Aims to improve
Routine questions your team answers by hand
Your team still
Handle complaints, exceptions and anything that needs judgment.
Usual time to launch
3 to 5 weeks
Use cases

Sales and client intake

Onboard new clients in a day instead of a week

Law firms, accounting practices, insurance agencies and other professional services firms.

How it works today

A new client means a long chain of emails asking for documents, forms filled in by hand, details retyped into two or three systems, and missing paperwork discovered only when the work is about to start.

How it works after
  1. The client gets one simple checklist of what to send.
  2. Each document is checked as it arrives, and missing items are chased automatically.
  3. Client details are entered into your systems once, correctly.
  4. The partner or account lead gets a one-page summary when the file is complete.
Aims to improve
Time to get a new client fully set up
Your team still
Welcome the client and start the real work.
Usual time to launch
4 to 6 weeks

Turn customer orders into system entries automatically

Manufacturers and distributors that receive purchase orders by email or PDF.

How it works today

Customer orders arrive in dozens of formats. Your inside sales team retypes every line into the ERP, checks prices by hand and calls the customer when something looks off. Busy weeks mean errors and late shipments.

How it works after
  1. Each order is read as soon as it arrives, whatever the format.
  2. Products are matched to your item codes and price lists.
  3. The order is entered into your system ready for a quick review.
  4. Price or stock mismatches are flagged before anything ships.
Aims to improve
Orders retyped by hand, and order-entry errors
Your team still
Approve orders and talk to customers.
Usual time to launch
4 to 8 weeks

Answer RFPs and questionnaires in hours, not days

Firms that regularly respond to tenders, RFPs, security questionnaires or detailed quotes.

How it works today

Your best people spend days hunting through old proposals for answers they've already written, then copying, pasting and tidying them. Some opportunities aren't pursued at all because there isn't time.

How it works after
  1. Your past proposals and approved answers are organized into one library.
  2. A new RFP is read and a first draft of every answer is filled in.
  3. Each answer shows which past document it came from.
  4. Questions with no good past answer are listed for an expert.
Aims to improve
Time spent on first drafts of proposals
Your team still
Review, tailor and sign off.
Usual time to launch
3 to 5 weeks

Capture and qualify new enquiries, even at midnight

Law firms, insurance agencies, property managers and other firms where new business starts with a conversation.

How it works today

New enquiries arrive through the website, phone and email at all hours. Staff call back the next day to ask the same basic questions, and good prospects drift to a competitor who answered first.

How it works after
  1. A prospect starts a conversation on your website or by email.
  2. The assistant asks your standard intake questions in plain, friendly language.
  3. Answers are checked for fit, and the details are saved into your system.
  4. Your team gets a short summary and the strongest leads are flagged for a same-day call.
Aims to improve
How quickly new enquiries get a response
Your team still
Call the qualified prospects and win the work.
Usual time to launch
3 to 5 weeks
Use cases

Operations and compliance

Know what's in every contract without reading every page

Companies managing many leases, supplier agreements, client contracts or policies.

How it works today

Key dates, renewal terms and obligations are buried in hundreds of documents. Someone has to read them all to answer a simple question, and renewals or price increases slip through.

How it works after
  1. Every contract is read and its key terms pulled into one simple table.
  2. Renewal, notice and expiry dates go onto a shared calendar.
  3. You can ask a plain question, such as "which leases renew this quarter?", and get the answer with the page it came from.
  4. New contracts are added automatically as they're signed.
Aims to improve
Time spent searching contracts for key terms
Your team still
Act on what's coming up.
Usual time to launch
3 to 6 weeks

Stay ahead of expiring certificates and licenses

Construction firms, property managers and anyone who must collect insurance certificates, licenses or compliance documents from vendors.

How it works today

Certificates are collected by email and tracked in a spreadsheet that is always slightly out of date. Expired coverage is noticed after a problem, not before.

How it works after
  1. Certificates are read as they arrive, and the coverage and expiry dates are recorded.
  2. Each one is checked against your requirements.
  3. Vendors are reminded automatically before anything expires.
  4. You get a simple dashboard of who is compliant and who isn't.
Aims to improve
Expired certificates on active jobs
Your team still
Follow up with the few vendors who don't respond.
Usual time to launch
3 to 5 weeks

Give staff instant answers from your own policies

Growing companies with handbooks, procedures and policies that staff struggle to find.

How it works today

New and experienced staff keep asking managers the same questions: how to process a return, what the travel policy says, which form to use. The answers exist, but they are buried in shared drives and old emails.

How it works after
  1. A staff member asks a question in plain words, in your team chat or intranet.
  2. The assistant answers from your approved handbooks and procedures only.
  3. Each answer shows the document it came from, so staff can check it.
  4. Questions it can't answer are sent to the right manager and used to fill gaps.
Aims to improve
Manager time spent on repeat questions
Your team still
Keep the policies up to date and answer the unusual questions.
Usual time to launch
3 to 4 weeks

Recognize one of these? Let's measure it.

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