What we can set up, sector by sector.

Illustrative scenarios: what we can set up, not client results.

1. Logistics and transport Document reading and control

   Transport document reading

   Consignment notes and delivery documents read, so nothing is typed twice.

   Connected to

   A dedicated mailbox and manual upload.

   How it runs

   1. 01Transport documents are read as they arrive.
   2. 02Key fields are checked against the order or the booking.
   3. 03Clean data waits for your team to validate it; doubtful fields are flagged.

   Deliverable

   Validated data per shipment, with the doubtful fields flagged.

2. Logistics and transport Agents

   Status summary drafts

   A short daily status per client, drafted from your own tracking data.

   Connected to

   Your tracking exports and your mailbox, in draft mode.

   How it runs

   1. 01Open shipments and their latest events are gathered.
   2. 02A short status is drafted for each client, delays first.
   3. 03A coordinator reviews it and sends it.

   Deliverable

   One status draft per client, ready for approval.

3. Logistics and transport Agents

   Follow-up drafts

   Reminders for missing documents or late confirmations, drafted each morning.

   Connected to

   Your mailbox, in draft mode only.

   How it runs

   1. 01Pending items are listed each morning.
   2. 02A follow-up is drafted for each one, addressed to the right contact.
   3. 03Your team approves, edits or drops each follow-up.

   Deliverable

   A morning list of follow-ups waiting for approval.

4. Manufacturing Automation

   Non-conformity record consolidation

   Quality records from several places gathered into one consistent register.

   Connected to

   Your shared folders and quality forms.

   How it runs

   1. 01Non-conformity records are read where they are kept.
   2. 02Duplicates and missing fields are flagged.
   3. 03One register is updated, each entry linked to its source.

   Deliverable

   A consolidated register that your quality team validates.

5. Manufacturing Document reading and control

   Order, delivery note and invoice match

   Quantities, prices and references compared across the three purchasing documents.

   Connected to

   A dedicated mailbox and your purchase-order export.

   How it runs

   1. 01Delivery notes and supplier invoices are read.
   2. 02Each one is matched to its purchase order, line by line.
   3. 03Gaps in quantity, price or reference get an orange or red status.

   Deliverable

   A match status per invoice, before it goes to payment.

6. Manufacturing Training

   Production report summary

   Supervisors learn to turn shift reports into a weekly summary, on their own files.

   Connected to

   Your own shift reports, used as training material.

   How it runs

   1. 01We start from a month of real shift reports.
   2. 02Supervisors practise drafting the summary with AI, then checking it.
   3. 03The method is written down so it can be repeated every week.

   Deliverable

   A weekly summary routine that works, and a written recap two days later.

7. Professional services Automation

   Purchase-invoice entry preparation

   Supplier invoices read and prepared as entries, for an accountant to validate.

   Connected to

   A dedicated mailbox and the import format of your accounting software.

   How it runs

   1. 01Invoices are read as they arrive.
   2. 02Supplier, dates, amounts and tax lines are checked and coded.
   3. 03Entries are prepared for import; doubtful ones are flagged orange.

   Deliverable

   An import file that your accountant reviews before posting.

8. Professional services Automation

   Bank reconciliation preparation

   Statement lines matched to entries, so your team handles only the exceptions.

   Connected to

   Bank statement exports and your ledger export.

   How it runs

   1. 01Statement lines and ledger entries are loaded.
   2. 02Clear matches are proposed; partial ones are flagged.
   3. 03Your team handles only the unmatched lines.

   Deliverable

   A reconciliation proposal, reviewed and signed off by your team.

9. Professional services Agents

   Missing-document chase

   Clients reminded of the documents still missing, in drafts your team approves.

   Connected to

   Your client list and your mailbox, in draft mode.

   How it runs

   1. 01Missing documents are listed file by file.
   2. 02One polite reminder is drafted per client, grouping every request.
   3. 03Your team approves each reminder before it goes.

   Deliverable

   One reminder draft per client, and a list of what is still missing.

10. Professional services Document reading and control

    A supporting document for every figure

    Each figure in the accounts linked to the document that supports it.

    Connected to

    Your ledger export and your document folders.

    How it runs

    1. 01The figures to support are listed from the ledger.
    2. 02Each one is matched to an invoice, a statement or a contract.
    3. 03Unsupported figures are flagged red for a person to resolve.

    Deliverable

    A table of supporting documents, with the gaps in plain view.

11. Real estate and construction Agents

    Portal lead triage

    Enquiries from listing portals sorted by programme and urgency, replies drafted.

    Connected to

    The mailbox that receives portal enquiries, in draft mode.

    How it runs

    1. 01Each enquiry is read and tagged by programme, property type and urgency.
    2. 02Duplicates are merged and incomplete enquiries flagged.
    3. 03A first reply is drafted for a salesperson to send.

    Deliverable

    A sorted list of enquiries each morning, with reply drafts.

12. Real estate and construction Training

    Meeting minutes draft

    Your teams learn to draft site and co-owner meeting minutes from their own notes.

    Connected to

    Your own meeting notes, used as training material.

    How it runs

    1. 01We work from the notes of real past meetings.
    2. 02Participants practise drafting minutes with AI, decisions and actions first.
    3. 03Each person checks the draft against the notes before it is shared.

    Deliverable

    A minutes template in daily use, and a written recap two days later.

13. Real estate and construction Document reading and control

    Buyer file completeness check

    Each buyer file checked against the list of required documents.

    Connected to

    A dedicated mailbox and manual upload.

    How it runs

    1. 01The documents received for each buyer are read and filed.
    2. 02They are checked against your required list, names and dates included.
    3. 03Missing or inconsistent items are flagged, and a request is drafted.

    Deliverable

    A status per buyer file, and a request ready for your team to send.

14. Any sector Agents

    Inbox triage agent

    A shared inbox sorted by topic and urgency, with replies prepared.

    Connected to

    One shared mailbox, read-only at first.

    How it runs

    1. 01Incoming messages are read and sorted by topic and urgency.
    2. 02Routine replies are drafted; the rest goes to the right person.
    3. 03Nothing is sent until a person approves it.

    Deliverable

    A sorted inbox and a queue of drafts to approve.

15. Any sector Automation

    Weekly reporting draft

    The weekly report assembled from your own exports, ready to review.

    Connected to

    Your spreadsheets and the exports of your software.

    How it runs

    1. 01The week’s exports are collected in one place.
    2. 02Figures are compiled into the usual layout of your report.
    3. 03Unusual changes are flagged for the person who signs the report.

    Deliverable

    A weekly draft report, reviewed before it circulates.

16. Any sector Agents

    Executive document summary

    Long contracts, tenders and reports summarised on one page, sources cited.

    Connected to

    The shared folder where the documents are kept, read-only.

    How it runs

    1. 01The document is read in full.
    2. 02A one-page summary is drafted, each point linked to its page.
    3. 03The reader checks the key points against the source before deciding.

    Deliverable

    A one-page summary with page references.

17. Banking and insurance Agents

    Customer requests sorted and answered

    E-mails and complaints classified by subject and urgency, with a reply drafted for an adviser.

    Connected to

    The shared customer mailbox and the customer relationship software.

    How it runs

    1. 01Each request is read as it arrives and given a subject and a priority.
    2. 02A reply is drafted from your procedures and the customer’s file.
    3. 03An adviser edits, approves or rejects it before anything is sent.

    Deliverable

    A sorted queue of requests, each with a draft reply awaiting approval.

18. Banking and insurance Automation

    Loan and claim files checked for completeness

    Each file compared with the list of required documents, with a request drafted for what is missing.

    Connected to

    The document store of the file and a dedicated mailbox.

    How it runs

    1. 01Documents received are identified and filed in the right folder.
    2. 02The file is compared with the checklist for its type.
    3. 03A request for the missing documents is drafted for the case handler.

    Deliverable

    A completeness status per file, with the list of missing documents.

19. Banking and insurance Training

    Compliance and back-office teams trained

    A session on the teams’ own procedures, with the data rules that apply to customer files.

    Connected to

    Anonymised examples prepared with the teams before the session.

    How it runs

    1. 01Each participant brings three recurring tasks from their work.
    2. 02The session applies AI to those tasks, within the bank’s data rules.
    3. 03Each participant leaves with one task that works and its instructions.

    Deliverable

    Trained teams and a written list of the next use cases.

20. Retail and distribution Agents

    Customer service questions answered

    Questions about orders, returns and availability answered from your order data, approved by an agent.

    Connected to

    The customer service inbox and the order system.

    How it runs

    1. 01Each question is read and linked to the right order.
    2. 02A reply is drafted from the order status and your return rules.
    3. 03An agent approves or edits the reply before it is sent.

    Deliverable

    Draft replies ready for approval, each linked to its order.

21. Retail and distribution Automation

    Product pages drafted and checked

    Descriptions written from supplier data, then checked for prices, sizes and missing fields.

    Connected to

    The product database and the supplier files.

    How it runs

    1. 01Supplier data is read and mapped to your product fields.
    2. 02A description is drafted in your house style.
    3. 03Missing or inconsistent fields are flagged before publication.

    Deliverable

    Product pages ready for review, with a list of the fields to fix.

22. Retail and distribution Automation

    Store reporting consolidated

    Weekly sales and stock figures from each store gathered into one dashboard.

    Connected to

    The store exports and the head office spreadsheet.

    How it runs

    1. 01Each store’s export is collected as it arrives.
    2. 02Figures are checked and consolidated in one place.
    3. 03Gaps and unusual figures are flagged for the head office team.

    Deliverable

    One weekly dashboard, with the points to check highlighted.