Jobs an agent can take on

Examples we can set up in the tools you already use. Each one is scoped to your process, with a person checking the work.

Industry:Tool:

12 examples

Example
Sales
Account researcher
Prepares a brief on an account before a call, from your CRM and public sources.See the workflow
Example
Support
Knowledge assistant
Answers staff questions from approved sources, and passes on the ones it can’t answer.See the workflow
Example
Finance
Reporting assistant
Assembles the monthly report from agreed exports and flags what’s missing.See the workflow
Example
Operations
Meeting follow-up
Writes up decisions and next steps after a meeting, and drafts the follow-up.
Example
Sales
Proposal assistant
Drafts a first proposal from the call notes and your approved templates.
Example
Support
Request triage
Sorts incoming requests by type and urgency, and routes each to the right queue.
Example
Finance
Invoice intake
Reads incoming invoices, extracts the fields and queues exceptions for review.
Example
Operations
Project updates
Collects status from your tools and drafts the weekly project update.
Example
Sales
CRM assistant
Suggests CRM updates after a meeting, for a person to approve.
Example
Support
Help-content assistant
Turns resolved tickets into draft help articles for the team to edit.
Example
Finance
Expense reviewer
Checks expense claims against your policy and flags the ones that need a look.
Example
Operations
Onboarding guide
Answers a new starter’s questions and points them to the right people and documents.