Real workflows. Production systems.

Use case examples

• UC/01

  Speed-to-lead routing

  31% qualified-to-booked

  Field report example

  Before

  Leads wait in a shared inbox while reps manually triage and assign.

  After

  AI qualifies inbound in 90 seconds, routes to the right owner, and nudges within SLA.

  • CRM
  • Inbox
  • Calendar
• UC/02

  Support triage & escalation

  40% faster first response

  Pilot target

  Before

  Tickets pile up; priority is guessed; escalations land in a generic queue.

  After

  Agent classifies, drafts replies, escalates to named humans with audit logs.

  • Helpdesk
  • Slack
  • Knowledge base
• UC/03

  Ops reporting & anomaly flags

  20+ hrs/wk returned

  Pilot target

  Before

  Data spread across sheets, inbox, and CRM; weekly reports built manually.

  After

  AI extracts updates, flags anomalies, drafts reports, and tracks KPIs.

  • Sheets
  • CRM
  • Email
• UC/04

  Document & contract review

  3× review throughput

  Pilot target

  Before

  Legal/ops reviews every contract line-by-line with inconsistent checklists.

  After

  Agent pre-screens clauses, flags risks, routes exceptions to approvers.

  • Drive
  • Notion
  • Approval workflow
• UC/05

  Marketing content loop

  4-loop content ops

  Operating model

  Before

  Brief → ship with no measure/prune; brand drift accumulates.

  After

  Brief, ship with human gates, measure citations, prune underperformers.

  • CMS
  • Analytics
  • AI search
• UC/06

  Internal approvals & routing

  SLA-backed handoffs

  Design pattern

  Before

  Approvals stuck in email threads with no owner or deadline.

  After

  Agent routes requests, collects context, escalates to named approvers on timeout.

  • Slack
  • Airtable
  • Email