Automate Business Tasks With AI
Specific tasks rather than whole functions. Each page covers how the agent works, and the three ways this particular one fails.
Commission Calculation
Commission runs are high-stakes, rules-heavy and done in a spreadsheet that one person understands.
RFP Responses
Most of an RFP answer already exists in previous RFPs. Finding it is the work.
Contract Review
First-pass review is checking the same clauses against the same positions every time.
Bank Reconciliation
Reconciliation is rule-following at volume, which is exactly what a person is worst at.
Collections Follow-Up
Collections works when it is relentless and consistent, which is not how people do it.
Lead Follow-Up
The follow-up that closes the deal is usually the fifth one, and almost nobody sends it.
Meeting Notes
A summary nobody acts on is not worth the storage. The value is the assigned action.
Data Enrichment
Enrichment done inconsistently is worse than none, because you cannot trust any of it.
Email Triage
Shared inboxes fail at the routing step, not the answering step.
Appointment Scheduling
Scheduling back-and-forth costs more calendar time than the meeting.
Quote Generation
Quotes are assembled from known blocks with known pricing. That is a system, not a judgement call.
Expense Coding
Coding is rules plus history. Both are things software holds better than a person.
Status Reporting
If the report is the same shape every week, writing it by hand is a choice.
Document Data Extraction
Re-typing a PDF into a form is the single most automatable task in most businesses.
Renewal Tracking
Auto-renewal is a revenue leak that only shows up on the card statement.