← Back to Home

Use Cases

Real-world automation programs that move KPI lines

These are practical automation patterns we use with SMB operators: scoped delivery, measurable outcomes, and controls that hold up in production.

Retail operations
Retail & E-commerce

Order ops automation with fewer support escalations

Automate order-status support, exception routing, and inventory forecasting to reduce ticket volume and revenue leakage.

  • WISMO support deflection with policy-aware responses
  • Stockout prediction from historical demand + seasonality
  • Refund and return workflow automation with fraud checks
Professional services team
Professional Services

Document-heavy workflows without the manual bottleneck

Streamline intake, extraction, and review loops while preserving compliance checkpoints and auditability.

  • Invoice and statement extraction into finance systems
  • Contract risk clause tagging with review queue handoff
  • Client onboarding packet verification workflows
Factory floor
Manufacturing

Faster quoting and fewer planning surprises

Connect BOM, pricing, and scheduling data to produce faster customer quotes and stable capacity planning.

  • Automated quote generation from CAD/BOM sources
  • Shift schedule optimization with labor constraints
  • Vendor delay alerts with alternate source recommendations
Healthcare records
Healthcare & Clinics

Higher staff efficiency without compliance drift

Automate intake and follow-up communication while maintaining strict controls for PHI-sensitive operations.

  • Structured patient intake summarization for care teams
  • Appointment and referral follow-up orchestration
  • Prior authorization packet preparation support
Finance operations
Financial Services

Controlled automation for risk and underwriting ops

Use deterministic checks plus AI reasoning to accelerate reviews without sacrificing policy compliance.

  • Application pre-screening and exception triage
  • Document verification and discrepancy highlighting
  • Analyst copilot for case note generation
Operations dashboard
Shared Ops / Back Office

Cross-functional automations that remove internal friction

Standardize repetitive workflows that cut across finance, HR, customer success, and operations.

  • Onboarding workflow orchestration across systems
  • Internal knowledge assistant grounded in SOP docs
  • Ops KPI reporting packs generated automatically