Use cases

Concrete work, with a human at the point of effect.

Six situations where a named agent does the preparatory work and a person keeps the decision.

Assisted accounting close

In your accounting, at month end.

The agent does: gathers missing documents, proposes postings and reconciliations, flags anomalies, prepares the close checklist.
The human validates: each posting proposed, the close itself, anything sent to the accountant.

CRM follow-up

In your CRM and in e-mail.

The agent does: keeps opportunities current, drafts follow-ups from the history in the memory, proposes next steps.
The human validates: every e-mail before it is sent, every change of stage or amount.

Meeting minutes

In meetings and in team channels.

The agent does: takes attendance, records decisions, actions and owners, writes the minutes and files them in the memory.
The human validates: the minutes before they are shared, the tasks before they are created.

Recruitment and staffing

In your CRM and projects, in e-mail and on job sites.

The agent does: matches a client request against the profiles known in the memory, prepares a reasoned shortlist, drafts the outreach messages, keeps the assignment record current.
The human validates: every profile presented to the client, every message sent to a candidate, any rate proposal.

Driven online purchasing

On supplier and marketplace sites, with accesses from the vault.

The agent does: searches products, prepares the basket, retrieves invoices, follows orders.
The human validates: the order before it is placed, any payment.

Monitoring

On the web and in the memory.

The agent does: watches defined sources, summarises what changed, links it to what the company already knows.
The human validates: what is published or forwarded, and which sources stay on the list.

A case of your own?

Describe the task, the tools and who should approve; we tell you what an agent can prepare.