AI automation ideas
Thirty-two practical places to start.
Concrete automation ideas by team, each marked with the level of human review we would typically recommend at launch.
Review level at launch:Low — spot checksMedium — review draftsHigh — approve every output
- Enrich every inbound lead with company and role informationLow
- Score leads against written qualification criteriaMedium
- Draft personalised follow-ups after demosMedium
- Book meetings from email repliesLow
- Prepare one-page account briefs before callsLow
Customer support
See the AI employee for Customer support- Classify and route incoming ticketsLow
- Attach order and account context to each ticketLow
- Draft replies from the knowledge baseMedium
- Auto-answer order-status questionsMedium
- Summarise recurring issues weekly for the product teamLow
Operations
See the AI employee for Operations- Reconcile orders against fulfilment records dailyMedium
- Chase missing inputs from internal teamsLow
- Compile weekly operations reports from live dataLow
- Flag delayed jobs and SLA risksLow
- Sync data between project and finance toolsMedium
- Extract invoice data from email attachmentsMedium
- Match invoices to purchase ordersMedium
- Flag duplicate or unusual invoicesLow
- Categorise expenses against the chart of accountsHigh
- Prepare month-end reconciliation workpapersHigh
- Coordinate interview schedulesLow
- Track onboarding checklists and documentsLow
- Answer policy questions with links to the handbookMedium
- Check applications for stated mandatory requirementsHigh
Marketing
See the AI employee for Marketing- Turn a webinar transcript into a blog draft and social postsHigh
- Compile cross-channel campaign reportsLow
- Research topics and questions your audience asksLow
- Generate product description drafts from attributesHigh
Legal & documents
See the AI employee for Legal & documents- Extract parties, dates, and key terms from contractsMedium
- Compare incoming NDAs against your standard templateHigh
- Tag and organise document repositoriesLow
- Prepare intake summaries for new mattersMedium
Next step
Bring us the process your team is tired of doing manually.
A strategy call is a working conversation about one workflow: what it involves today, what could be automated, and what a first build would look like.
What happens next
- 1Tell us about one workflow
- 2We review it before replying
- 3A working session, then a first-build proposal