use cases · 26 cases
office tasks that become documents produced by the agent. for each case: what you deal with, what the agent does, and what comes out.
A list of thousands of accounts, half-empty, qualified by hand.
A complete list, every value sourced, uncertain fields left blank.
Hours spent picking work items and re-entering everything in the software.
A file ready to import, with the assumptions listed for review.
Checking line by line takes as long as redoing the quote.
A table of discrepancies with their cause, and a rule to fix.
A list of names, called in alphabetical order.
A short list, ranked by signal, with the right contact.
You show up to the meeting without having reviewed the file.
A page the day before: history, open points, what to get out of it.
Twenty-five annotations on the 3D model for a simple roof.
A few measurements and a sentence; each quantity states whether it's derived.
The report written from memory in the evening, details mixed up.
One report per building, decisions and gaps for the quote included.
A file scattered across emails, photos, quotes and notes.
One page per client, timeline and documents, that anyone can pick up.
Requests by email, form or phone, sometimes left unanswered for days.
Reply within the hour, missing questions asked, a meeting proposed.
Relevant tenders discovered after the deadline.
A short list every morning, summarized, with the deadline.
Hundreds of pages to go through to spot the items to price.
A pre-filled DPGF and the list of items to decide on.
Re-entering quote quantities as orders, supplier by supplier.
Purchase orders ready, rounded up to the right pack sizes.
Rates change, the quoting software's catalog stays out of date.
Discrepancies flagged and an update file ready to import.
Reminders sent late, with no clear view of who owes what.
Staged reminders sent on time, a tracking sheet always up to date.
Every week, rejections to check one by one, match, and chase.
Rejections matched, reminders sent, entries ready, log up to date.
No simple view of cash flow, late payments, upcoming costs.
A clear weekly update, and answers in plain language.
Every change waits on the agency, broken links stay for months.
One sentence is enough, with the option to roll back and SEO preserved.
A messy profile and reviews left unanswered for months.
An accurate profile, replies in your tone, approved in one click.
No time to post; the material exists but sits unused.
Posts ready every week, approved with one click.
A site missing from searches for your trade, and no one to fix it.
Pages fixed and written, rankings tracked every week.
Feature requests piling up, sorted whenever a manager has time.
Qualified tickets in the backlog, tied to a feature.
A whiteboard; a late delivery throws everything off without warning.
A schedule kept up to date, reassignments proposed, clients notified.
The same questions, asked to the same people, ten times a week.
A sourced answer right away, and gaps get flagged.
Decisions made in a meeting, and no one remembers who does what.
Tidy meeting notes, one action per person, tracked to completion.
Every arrival ties up the office for the same paperwork and explanations.
A folder ready on day one and answers to questions any time.
Everything lives in the inbox; nothing makes it into the files.
Emails filed, useful facts stored, routine replies ready.
your case
we check together whether the data exists, try it on a real case from your week, you correct it, and the rule gets written down. if it doesn't work, we'll tell you.
