Common cases
The work that falls between people and tools
Emails someone has to read, data copied from one system to another and follow-ups that depend on one person's memory. That is where we start: first one recurring, measurable process, then the next ones on the same foundation.
Four cases we see often in companies of 50 to 500 people. The data in every example is invented: no object corresponds to a customer or to an existing system.
Orders that move from start to finish
From the customer's email to the confirmation: the system gathers context from your tools, handles the usual cases and leaves your team the decision that belongs to it.
| Stock in the ERP | read |
|---|---|
| Delivery address | proposal |
| Stock hold · 30 min | done · recorded |
| Customer confirmation | awaiting signature |
Fictional example
Invoices and collections that add up
Contracts, delivery notes and invoices are matched every day. Every difference reaches the person who can resolve it, with its evidence.
| Contract | matches |
|---|---|
| Delivery note | matches |
| Amount difference | proposal to Finance |
Fictional example
Purchasing with the comparison done
Requests, quotes and reminders move forward with your purchasing team's judgement, and the comparison arrives ready to decide.
| Supplier 1 quote | received |
|---|---|
| Supplier 2 quote | received |
| Supplier 3 · reminder | sent · recorded |
| Comparison | Purchasing decides |
Fictional example
Incidents with an owner and a deadline
Facts, deadlines and evidence form a case with an owner, a status and a next step.
| Evidence | gathered |
|---|---|
| Owner | Quality |
| Customer notice | proposal |
Fictional example
What they have in common
- They start with recurring work that gets stuck today and has an owner.
- AI reads and proposes. What changes outside is recorded, and definitive steps wait for a person’s signature.
- Everything happens in the tools the team already uses: email, ERP, CRM and spreadsheets.
- What is prepared for the first case serves the next ones, which arrive sooner.