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AI agent use cases where the agent prepares and a person approves

Thirteen examples of what agents like ours can do, for the products we are building and for the client projects we take on, grouped by team. Each card names the task, the systems the agent works in, what it prepares, who approves it and what is recorded.

Every case on this page is a made-up example that shows the mechanism. None describes a client or a shipped product. Yours would follow your own rules and approvers.

Finance

  • Example

    Match supplier invoices

    Supplier invoices arrive in the finance inbox as PDFs. Each one has to be checked against the purchase order and the goods receipt before it is posted.

    The agent prepares
    A draft purchase invoice, matched line by line to the order and the receipt, with any difference flagged.
    A person approves
    The accounts payable lead, before the invoice is posted. The agent cannot pay a supplier.
    Works in
    Email, ERP
    Recorded
    The invoice it read, the order and receipt it matched, what it proposed and who approved.

    Related offerAgents for operations

  • Example

    Send payment reminders

    Each overdue invoice needs a polite reminder in the customer’s language, on the channel they read.

    The agent prepares
    The list of overdue invoices and a reminder for each customer, in the language they use with you.
    A person approves
    The credit controller, before any reminder is sent.
    Works in
    ERP, WhatsApp
    Recorded
    The invoices checked, each message sent and who approved it.

    Related offerAssistants on web and WhatsApp

  • Example

    Reconcile bank lines

    Every bank statement line has to be matched to a payment or receipt in the books.

    The agent prepares
    Proposed matches for each line, and a short list of lines it could not match.
    A person approves
    The finance lead, before the matches are applied.
    Works in
    Bank statements, ERP
    Recorded
    Each line, the match proposed and who approved it.

    Related offerERP systems

Procurement

  • Example

    Compare three quotes and draft the order

    A staff member asks for 20 laptops by email. Procurement needs quotes from suppliers and a purchase order.

    The agent prepares
    Three supplier quotes side by side, the best offer on price and delivery date marked and a draft purchase order in your ERP.
    A person approves
    The procurement lead, before the order is sent. The agent cannot change a budget.
    Works in
    Email, ERP
    Recorded
    The request, the quotes compared, the order proposed and who approved it.

    Related offerAgents for operations

  • Example

    Check new suppliers

    Before a new supplier is set up, someone has to check the company registration, the tax certificate and the bank details.

    The agent prepares
    A check of each document against the form, with anything missing or not matching flagged, and the supplier card drafted.
    A person approves
    The procurement lead, before the supplier is added.
    Works in
    Supplier forms, ERP
    Recorded
    The documents read, what was checked and who approved the new supplier.

    Related offerAgents for operations

  • Example

    Chase late deliveries

    Orders that pass their delivery date need chasing with the supplier.

    The agent prepares
    The list of late orders and a chasing email to each supplier.
    A person approves
    The buyer who owns each order, before the emails go out.
    Works in
    ERP, email
    Recorded
    The orders found late, each email sent and every reply.

    Related offerAgents for operations

Sales and service

  • Example

    Take a customer order on WhatsApp

    A regular customer writes: “50 cartons of product A. When can you deliver?”

    The agent prepares
    A draft sales order after checking stock, the customer's price list, credit and a delivery slot, and a reply.
    A person approves
    A named person in Sales, who can change the order or the reply before approving.
    Works in
    WhatsApp, ERP, delivery
    Recorded
    The message read, what was checked, the order and reply proposed, who approved and what was done.

    Related offerAssistants on web and WhatsApp

  • Example

    Answer order status questions

    Customers ask on WhatsApp where their order is. Each answer means looking it up.

    The agent prepares
    The order found, the delivery date confirmed and a reply drafted in the customer’s language.
    A person approves
    A member of the support team, before the reply is sent. The agent cannot offer a refund.
    Works in
    WhatsApp, ERP
    Recorded
    The question, the order looked up, the reply and who approved it.

    Related offerAssistants on web and WhatsApp

  • Example

    Draft quotations from the price list

    Sales staff copy prices from the current price list into each quotation by hand.

    The agent prepares
    A quotation drafted from the right price list for that customer.
    A person approves
    The account manager, before the quotation goes to the customer.
    Works in
    CRM, price lists
    Recorded
    The price list used, the quotation drafted and who sent it.

    Related offerAI harness for your teams

Operations

  • Example

    Suggest stock reorders

    Someone has to spot when stock runs low and decide how much to order.

    The agent prepares
    A list of items to reorder, with quantities based on stock and recent sales.
    A person approves
    The operations lead, before any purchase is raised.
    Works in
    ERP
    Recorded
    The stock levels read, the reorder proposed and who approved it.

    Related offerERP systems

  • Example

    Flag delivery problems

    Drivers send updates through the day. A delay or a failed delivery needs someone to act.

    The agent prepares
    An alert for each problem delivery, with the order and a suggested next step.
    A person approves
    The dispatch lead, who decides what happens next.
    Works in
    ERP, driver updates
    Recorded
    The updates read, the problems flagged and what was decided.

    Related offerAgents for operations

HR

  • Example

    Check leave requests

    An employee asks for three days of annual leave. HR checks the balance and the team calendar.

    The agent prepares
    The balance checked, any clash in the team calendar found and cover suggested from the team.
    A person approves
    The HR officer, before the leave is recorded. The agent cannot change salary data.
    Works in
    HR system, calendar
    Recorded
    The request, the checks made and who approved it.

    Related offerAgents for operations

  • Example

    Answer policy questions

    Staff ask HR the same questions about leave, travel and expenses every week.

    The agent prepares
    An answer in the language of the question, with the policy it came from shown.
    A person approves
    The HR policy owner, for anything the policy does not answer clearly.
    Works in
    Policy documents
    Recorded
    Each question, the answer given and its source.

    Related offerDocument AI and knowledge assistants

Start with one task your team repeats

Tell us the task and the systems it touches. We will sketch what an agent would prepare and who would approve it.

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