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03use case library

Workflows worth automating.

Grouped by domain. Every use case shows the manual reality today, what the digital employee takes over, and where you approve. What it actually returns, you see in your own dashboard, per week, in real hours.

Meet your first employee → Discuss a workflow directly

DOMAIN / strategy & intelligence

Scattered data → one weekly picture

Reporting Employee →

Problem & manual workflow today

  • Numbers pulled by hand from five systems
  • Reports arrive late and already outdated
  • Someone loses every Friday afternoon to it

Digital employee workflow

  • Collects and reconciles data on schedule
  • Builds the report in your fixed format
  • Highlights deviations worth a decision

Tools & approval points

  • Databases, sheets, CRM, e-commerce, PM tools
  • Humans own interpretation and decisions
  • External sharing requires approval

Expected output

  • The report ready before Monday's stand-up
  • Consistent definitions, week after week
  • Attention drawn to what actually changed
what you get back measured weekly, in your dashboard
Discuss this workflow →

DOMAIN / marketing & growth

SEO data → prioritized content pipeline

SEO Strategist Employee →

Problem & manual workflow today

  • Keyword research lives in one person's spreadsheet
  • Opportunities spotted late, or not at all
  • Content planning is reactive and ad hoc

Digital employee workflow

  • Clusters keyword and ranking data weekly
  • Scores opportunities and decay by value
  • Creates briefed content tasks, prioritized

Tools & approval points

  • SEO tooling, CMS, project management
  • Editor approves priorities and briefs
  • Nothing publishes without human sign-off

Expected output

  • A steady, prioritized execution queue
  • Opportunities acted on while they matter
  • Strategy time instead of spreadsheet time
what you get back measured weekly, in your dashboard
Discuss this workflow →

DOMAIN / sales & revenue operations

Lead intake & follow-up discipline

Sales Support Employee →

Problem & manual workflow today

  • Leads land in inboxes and wait
  • CRM entries incomplete or outdated
  • Follow-ups depend on individual memory

Digital employee workflow

  • Enriches and logs every lead automatically
  • Drafts personalized follow-ups on schedule
  • Keeps stages, notes and next steps current

Tools & approval points

  • CRM, email, calendar
  • Rep approves every outreach before sending
  • Deal strategy stays fully human

Expected output

  • No lead left without a next step
  • A CRM you can actually trust
  • Reps spend their hours selling
what you get back measured weekly, in your dashboard
Discuss this workflow →

DOMAIN / customer operations

Request triage & response drafting

Customer Success Employee →

Problem & manual workflow today

  • Every request read, sorted and answered by hand
  • Urgent cases buried under routine questions
  • The same answers rewritten dozens of times a week

Digital employee workflow

  • Classifies every request by topic and urgency
  • Drafts a response in your tone of voice
  • Routes edge cases to the right specialist

Tools & approval points

  • Helpdesk, shared inbox, CRM
  • Human approves every outgoing reply
  • Complaints escalate to a human immediately

Expected output

  • Faster first response on every channel
  • Team time shifts to complex, high-value cases
  • Consistent quality and tone
what you get back measured weekly, in your dashboard
Discuss this workflow →

DOMAIN / commerce & supply chain

Product data & catalogue upkeep

Data-Triage Employee →

Problem & manual workflow today

  • Product data edited by hand across systems
  • Inconsistencies between shop, feed and sheets
  • New products take days to go live properly

Digital employee workflow

  • Checks and syncs product data on schedule
  • Flags missing fields, price and content gaps
  • Prepares enriched product entries for approval

Tools & approval points

  • E-commerce platform, PIM / sheets, feeds
  • Merchandiser approves before publishing
  • Pricing changes always require sign-off

Expected output

  • A consistently clean catalogue
  • Faster time-to-live for new products
  • Fewer costly data errors reaching customers
what you get back measured weekly, in your dashboard
Discuss this workflow →

DOMAIN / commerce & supply chain

Stock monitoring & reorder preparation

Stock Planner Employee →

Problem & manual workflow today

  • Stock checked manually across sheets and systems
  • Reorders triggered by gut feeling or emergencies
  • Stock-outs discovered when a customer complains

Digital employee workflow

  • Monitors stock and sales velocity daily
  • Projects stock-out dates against lead times
  • Prepares reorder proposals with quantities

Tools & approval points

  • ERP / inventory, e-commerce platform, sheets
  • Planner approves every purchase order
  • Thresholds and rules stay planner-defined

Expected output

  • Early warnings instead of emergencies
  • A predictable ordering rhythm
  • Capital not stuck in overstock
what you get back measured weekly, in your dashboard
Discuss this workflow →

DOMAIN / operations & delivery

Handovers, status updates & coordination

Operations Employee →

Problem & manual workflow today

  • Status lives in people's heads and chat threads
  • Handovers between teams cost hours weekly
  • "Where is X?" asked ten times a day

Digital employee workflow

  • Tracks status across tools automatically
  • Posts structured updates where the team works
  • Flags stalled items before they become fires

Tools & approval points

  • Project management, Slack / Teams, sheets
  • Humans decide on escalations and priorities
  • Process changes need explicit approval

Expected output

  • One shared, current picture of the work
  • Fewer coordination meetings
  • Problems surfaced early, not discovered late
what you get back measured weekly, in your dashboard
Discuss this workflow →

DOMAIN / finance & backoffice

Document processing & admin batches

Admin Employee →

Problem & manual workflow today

  • Invoices and forms processed one by one
  • Copy-paste between inbox, sheets and software
  • Errors surface weeks later in the books

Digital employee workflow

  • Extracts data from incoming documents
  • Matches, files and prepares bookings
  • Queues everything for a fast human approval

Tools & approval points

  • Email, accounting software, document storage
  • Every payment and booking is human-approved
  • Unusual documents escalate immediately

Expected output

  • Same-day processing instead of weekly batches
  • Fewer entry errors
  • An audit-ready paper trail by default
what you get back measured weekly, in your dashboard
Discuss this workflow →

DOMAIN / people & organisation

Onboarding, offboarding and the questions in between

The full roster →

Problem & manual workflow today

  • A new hire needs eight systems, and someone remembers six
  • Departures leave accounts open for weeks
  • The same policy question answered again, slightly differently

Digital employee workflow

  • Runs the onboarding checklist and requests every access in order
  • Closes accounts and coordinates handover on the last day
  • Answers policy questions with the source attached, routes the unclear ones to an owner

Tools & approval points

  • HR system, identity provider, ticketing, intranet
  • A human approves every access grant and removal
  • Employment decisions stay entirely human

Expected output

  • Someone productive on day one, not in week two
  • No open accounts after someone leaves
  • One answer to a policy question, with the source attached
what you get back measured weekly, in your dashboard
Discuss this workflow →

DOMAIN / oversight & compliance

Contracts and obligations that no longer live in someone's head

The full roster →

Problem & manual workflow today

  • Contracts sit in a mailbox and a drive, in no order
  • Notice periods and renewal dates found after they pass
  • Outgoing content checked against the rules only when someone remembers

Digital employee workflow

  • Captures and classifies every incoming contract
  • Tracks obligations, dates and who has to act on them
  • Reviews outgoing output against your brand and compliance rules

Tools & approval points

  • Mailbox, document storage, contract register
  • A human owner signs off every legal judgement
  • Anything ambiguous is escalated, never decided

Expected output

  • A renewal date that reaches you before it expires
  • One register instead of four mailboxes
  • Fewer surprises when someone audits you
what you get back measured weekly, in your dashboard
Discuss this workflow →

DOMAIN / data & knowledge

Data you can build on, knowledge that stays current

The full roster →

Problem & manual workflow today

  • A broken connection is noticed when a report looks wrong
  • The same customer exists three times, spelled three ways
  • The internal knowledge base is two reorganisations out of date

Digital employee workflow

  • Checks incoming data against your quality rules before it lands
  • Watches connection health, errors and how fresh the data is
  • Flags knowledge that is stale, contradictory or never used

Tools & approval points

  • Your source systems, the connections between them, the knowledge base
  • A human approves every correction to a source record
  • Nothing is deleted, only flagged

Expected output

  • You hear about a broken connection before your customer does
  • Reports built on data that agrees with itself
  • A knowledge base a digital employee can actually cite
what you get back measured weekly, in your dashboard
Discuss this workflow →

→common questions

About these workflows.

Our workflow spans multiple departments. Is that a problem?+

No, it's normal. During workflow mapping we cut the process into clear stages and decide which parts one digital employee handles and where a human or a second employee takes over.

How do you decide which use case to start with?+

By expected return and simplicity: high repetitive volume, clear rules, and tools we can connect quickly. The AI Scan or a 30-45 minute call points to that workflow in one pass.

What if our process has lots of exceptions?+

Exceptions are exactly what the design phase maps. The employee handles the predictable majority and escalates every exception to a human with full context, it never guesses.

How do I see what it is actually doing?+

You log in to your own dashboard. Per week you see how much was handled and how fast, how many hours came back, and everything that is waiting on your decision, with what the employee saw and why it advises what it advises. Live, not a report we send you.