Use cases

Autonomous systems for each department

Most small businesses cover every function with a handful of people, or they outsource it. Both cost you: your best people lose hours to admin, or you pay a contractor, an agency or a VA every month to do it. Off-the-shelf AI hasn’t changed that, because a chatbot still needs someone to prompt it, check the output and move it into the next system. Below, you’ll see how much of each department can run on its own and where a person still makes the call.

Sales

No lead waits on a reply, and every call is logged to the CRM without manual entry.

  • Reply to new leads
  • Log call summaries to the CRM
  • Price and send proposals
  • Follow up on stalled deals
  • Keep the pipeline current
  • Win back past customers

Connects to your inbox, web forms, CRM or sales spreadsheet, calendar, call recordings, e-signature and invoicing.

Finance

Know where your cash stands today, not after the month closes.

  • Code and pay bills
  • Send invoices
  • Reconcile bank and card transactions
  • Chase overdue invoices
  • Check payroll before it runs
  • Prepare the month-end close for your accountant

Connects to your accounting software, bank feed, payment processor, card or expense tool, payroll tool, email and shared drive.

Marketing

You publish consistently on every channel, and ad spend follows the revenue it drives.

  • Write and schedule posts
  • Shift ad spend to what converts
  • Send email campaigns
  • Reply to reviews
  • Track your ranking in search and AI answers
  • Keep landing pages current

Connects to your social scheduler, email platform, design tool, review sites, website or store, analytics, CRM and ad accounts.

Support

Customers hear about delays before they ask, and escalations reach a person with the full context.

  • Answer job-status questions
  • Route urgent messages to a person
  • Turn common answers into help articles
  • Warn customers about late jobs
  • Follow up on open tickets
  • Report monthly ticket trends

Connects to your shared inbox or help desk, store or job system, payment processor, CRM, help center and team chat.

Operations

The business runs on a system instead of one person’s memory.

  • Book requests as jobs
  • Reorder stock for upcoming work
  • Collect crew updates
  • Review contracts against your terms
  • Send a weekly status
  • Flag contracts before they auto-renew

Connects to your email, team chat, calendar, scheduling or field-service tool, inventory list, task tracker, shared drive and e-signature.

HR

Every candidate is scored against the same criteria, and every new hire starts with an onboarding plan.

  • Write job posts with a scorecard
  • Screen applicants
  • Schedule interviews
  • Send offer letters for signature
  • Plan each new hire’s first week
  • Answer staff questions from the handbook

Connects to your hiring inbox or job board, email, calendar, e-signature, payroll or HR tool and handbook.

Reporting

Numbers are validated before they reach you, and every figure traces back to its source.

  • Build reports from plain-English requests
  • Send a daily pulse
  • Monitor your KPIs
  • Run the monthly review
  • Check data for duplicates and gaps
  • Answer questions about the numbers

Connects to your accounting software, payment processor, CRM, store or job system, payroll, calendar, email and spreadsheets.

Don’t limit yourself to generic use cases

Some of the best ideas don’t fit a department. Here are two that clients brought us, and we built them.

Autonomous trading

Reads each new report, checks the stock against a written thesis, and buys only inside the rules you set

Live-sale watcher

Watches live sales streams, spots likely buyers in the chat, and drafts a reply for a person to send

Which department costs you the most time?

Walk us through a workflow

Free 30-minute call. Bring one workflow, and we’ll show you how much of it can run on its own.