Use Case Library
Step-by-step workflows by industry and role, linked to the agents that power them. These are example workflows written from vendor documentation, not customer case studies or measured results.
Qualify and route inbound demo requests
B2B SaaS · Head of Sales / RevOps
Inbound demo requests sit in a queue for hours, reps waste time on poor-fit leads, and hot accounts go cold before anyone replies.
Signal-based outbound for a small agency
Marketing & creative agencies · Founder / BD lead
A 5-person agency has no SDR. The founder prospects in the evenings and outreach is generic.
Resolve 'where is my order' tickets automatically
E-commerce · Head of Customer Support
Order-status, returns and address-change questions make up a large share of tickets and spike during sales.
One support agent across chat, voice and WhatsApp
Fintech / Consumer apps · VP Customer Experience
Customers contact the company on many channels and get inconsistent answers; compliance requires careful escalation.
Speed up a systematic literature review
Life sciences · Medical affairs / R&D scientist
Screening thousands of papers for a review takes weeks of manual reading.
Build a market map before an investment committee
Venture capital / Private equity · Investment associate
Associates spend days collecting companies, filings and transcripts for a sector map.
Backtest a rules-based investing strategy
Personal finance · Self-directed investor
An investor wants to test a simple rebalancing rule on historical data before committing money.
Ship backlog tickets with coding agents
Software / Startups · Engineering lead
A small team has a long backlog of well-scoped tickets (bugs, small features, test coverage) that never gets prioritised.
Prototype an internal tool in an afternoon
Operations (any industry) · Ops manager (non-developer)
An ops team runs a process in spreadsheets and email, but engineering has no capacity to build a tool.
Roll out internal AI agents at an EU company
Professional services (EU/CH) · CIO / Head of IT
Staff use unapproved AI tools; the company needs governed agents with EU data residency and documentation for the EU AI Act.
Refresh content for AI-search visibility
B2B SaaS · Content / SEO lead
Organic traffic is falling as buyers ask AI assistants; older articles are outdated and rarely cited.
Inbox and meeting follow-ups for a busy executive
Any · Founder / Executive assistant
Email triage, meeting notes and follow-ups take hours every day.
Speed up month-end close for a small finance team
Startups / SMB · Founder / Head of Finance
Bank feeds pile up uncategorised, receipts are missing and the close drags into the second half of the next month.
Prepare for earnings season across a coverage list
Asset management / Hedge funds · Equity analyst
Analysts covering 20+ companies have days, not weeks, to digest filings and transcripts, update models and write notes.
Automate budget-vs-actuals and forecast updates
Mid-market companies · CFO / FP&A lead
Every month FP&A exports ERP and CRM data, rebuilds the budget-vs-actuals pack and rewrites the commentary by hand.
Scale client accounting services at an accounting firm
Accounting firms · Managing partner / CAS lead
The firm wants to take on more bookkeeping and CAS clients without hiring at the same pace.
Build an AI-search (GEO/AEO) visibility programme
B2B SaaS · Head of Marketing / SEO lead
Buyers increasingly ask ChatGPT, Perplexity and Gemini for recommendations, and the team has no idea whether the brand shows up.
Repurpose long videos into a week of social content
Media / Creator businesses / B2B marketing · Content marketer
Webinars and podcasts produce hours of video that never get cut into social clips.
Run creative testing for paid social
E-commerce / DTC · Performance marketer
Ad fatigue sets in fast on Meta, and the team can't produce enough creative variants to test.
Produce multilingual training and onboarding videos
Enterprises (any industry) · L&D / HR lead
Training videos are expensive to film and go out of date, and translations lag months behind.
Turn sales calls into CRM updates and follow-ups
B2B (any industry) · Account executive / RevOps
Reps forget to log notes and next steps, so the CRM is stale and follow-ups slip.
Automate invoice and order document processing
Manufacturing / Logistics · Finance operations manager
Thousands of supplier invoices and purchase orders arrive as PDFs and emails and are keyed into the ERP by hand.
Resolve employee IT and HR requests automatically
Enterprises (1,000+ employees) · CIO / Head of Employee Experience
IT and HR teams drown in repetitive tickets: password resets, access requests, policy questions.
Answer and book after-hours phone calls with a voice agent
Home services / Clinics / Local businesses · Owner / Operations manager
Calls outside business hours go to voicemail and many callers book with a competitor instead.
Add AI code review to every pull request
Software companies · Engineering manager
Senior engineers are the bottleneck on reviews, especially as AI-generated code volume grows.
Run a document Q&A agent on infrastructure you control
Regulated industries (EU/CH) · CTO / Data protection lead
Legal and compliance won't allow sending internal documents to a US-hosted SaaS chatbot.