RFP responses from past wins
Drafts answers to new RFPs using your previous winning bids, ready for a salesperson to refine.
CRMSharePoint
AI use cases
AI at work in every department.
54 practical ways AI takes on real work today, organised by team, with the systems each use case connects to.
AI for sales
Renewals & account carePipeline & forecastingProposals & quotesLead capture & routing
Discount approvals with margin view
Routes discount requests to the right approver with the margin impact calculated upfront.
SalesforceTeams
Lead enrichment & routing
Researches inbound leads, scores fit and assigns them to the right rep within minutes.
HubSpotGmail
Renewal risk alerts
Combines usage, tickets and payments to flag accounts likely to churn.
CRMZendesk
Quote generation
Builds accurate quotes from price lists and deal terms in seconds.
NetSuiteWord
Pipeline commentary
Writes a weekly pipeline narrative for leadership with risks highlighted.
SalesforcePower BI
AI for marketing
ReportingCampaigns & adsContentMarket & competitor research
Daily ad-spend checks
Compares spend against plan every morning and flags campaigns drifting off budget.
Google AdsMeta Ads
Competitor watch digest
A weekly briefing on competitor launches, pricing and messaging changes.
WebEmail
SEO content briefs
Turns keyword research into structured briefs for writers.
Search ConsoleNotion
Campaign performance reports
Pulls numbers across channels into one readable report.
GA4LinkedIn Ads
Localised copy variants
Adapts campaign copy for US, UK, UAE and EU audiences.
CMSDrive
Lead attribution
Connects UTM data to closed revenue so you know what works.
GA4CRM
AI for customer service
Incoming queriesComplaints & escalationsHelp articlesFeedback analysis
Email triage
Classifies and prioritises incoming email, and drafts replies for agents to send.
OutlookFreshdesk
Sentiment monitoring
Detects frustrated customers early and escalates before issues grow.
ZendeskSlack
Help-article drafting
Turns resolved tickets into new knowledge-base articles.
IntercomConfluence
WhatsApp support agent
Answers order and account questions 24/7, handing off to humans when needed.
WhatsAppCRM
Feedback themes
Summarises survey and review comments into clear themes each month.
QualtricsSheets
Escalation summaries
Gives managers a one-paragraph history of every escalated case.
Zoho DeskTeams
AI for operations
Order processingInventory & purchasingVendor managementQuality & auditsDispatch paperwork
Order entry from email & PDF
Reads purchase orders in any format and creates sales orders automatically.
SAPOutlook
Maintenance assistant
Technicians ask questions and get answers from manuals and past work orders.
MaintainXMobile
Phone-based stock counts
Count inventory with a phone camera; discrepancies are logged instantly.
Mobile appERP
Vendor performance scorecards
Tracks delivery times, quality and pricing for every supplier.
NetSuitePower BI
Dispatch documents
Generates invoices, packing lists and shipping documents from order data.
ERPDocuSign
Audit preparation
Collects evidence and checklists ahead of quality audits.
SharePointExcel
AI for finance
Invoicing & collectionsSupplier bills & paymentsMonth-end closeTax & complianceMIS & cash flow
13-week cash-flow forecast
Updates a rolling cash forecast from receivables, payables and bank data.
NetSuiteExcel
Bank reconciliation
Matches bank lines to ledger entries and flags exceptions for review.
ERPBank feeds
Collections follow-ups
Sends polite, personalised reminders based on ageing and customer history.
Zoho BooksGmail
Invoice-to-PO matching
Three-way matching of invoices, POs and receipts with variance alerts.
SAPOutlook
Monthly MIS pack
Produces management reports with variance commentary.
Power BIExcel
VAT / GST checks
Validates tax fields before filing and highlights mismatches.
ERPSheets
AI for hr
HiringOnboardingLeave & attendancePayroll questionsPolicy questions
Resume screening with reasons
Shortlists candidates against the role and explains every decision.
DarwinboxOutlook
HR policy assistant
Employees get instant, accurate answers from your HR policies.
TeamsSharePoint
Onboarding journeys
Coordinates accounts, documents and first-week tasks for new joiners.
KekaEntra ID
Interview scheduling
Finds slots across panels and sends invites automatically.
OutlookTeams
Performance review drafts
Summarises goals and feedback to speed up reviews.
SuccessFactorsDocs
Payroll query handling
Answers payslip and deduction questions with the source shown.
HRMSChat
AI for it
HelpdeskJoiners & leavers accessAsset trackingSecurity checks
Phishing detection
Analyses reported emails and quarantines confirmed threats.
DefenderOutlook
Helpdesk first response
Resolves password, access and how-to tickets without waiting.
ServiceNowTeams
Access for joiners & leavers
Provisions and removes access across systems on schedule.
Entra IDIntune
Outage status updates
Posts clear updates every hour during incidents.
JiraSlack
Asset inventory
Keeps laptops, licences and owners up to date.
IntuneFreshservice
Security posture checks
Reviews settings weekly and reports gaps.
M365 adminDefender
AI for legal & compliance
Contract reviewRegulatory trackingPolicy upkeep
Contract review against playbook
Highlights clauses that deviate from your standard positions.
WordDocuSign
Policy attestation chasing
Tracks who has acknowledged policies and sends reminders.
TeamsSharePoint
Regulatory change tracker
Monitors regulators in your markets and summarises what changed.
WebEmail
NDA turnaround
Reviews incoming NDAs and suggests edits in minutes.
OutlookWord
Obligation register
Extracts renewal dates and obligations from signed contracts.
DocuSignSheets
GDPR request handling
Organises data-subject requests and deadlines.
TicketingCRM
AI for leadership
Meeting follow-upsManagement reportsBoard & investor packs
AI meeting minutes
Captures decisions and action items, and sends follow-ups to owners.
TeamsGoogle Meet
Business review commentary
Explains why numbers moved, not just what they are.
Power BIExcel
Board pack assembly
Gathers inputs from each function into one consistent pack.
SharePointWord
Daily leadership brief
A morning summary of sales, cash, operations and risks.
EmailDashboards
Strategy research
Market sizing and competitor analysis on demand.
WebDocs
OKR tracking
Keeps goals and progress up to date across teams.
AsanaPlanner
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