Use case library / operations & back office

Start with the work your team repeats.

Practical workflows to help operations and back-office teams spot where AI may help, and where a person should stay in control.

Workflow library

Find a workflow that looks familiar.

Each example separates the operational friction, a possible AI assist, and the decisions that still need a person.

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Showing 6 workflows
WORKFLOW / 01Finance & administration

Invoice and receipt intake

Business problem
Invoices and receipts arrive through different channels, so staff spend time collecting details and re-keying them.
Where AI helps
AI may extract supplier, date, amount, and line-item details, then flag mismatches for review.
Human judgment
A person confirms coding, tax treatment, supporting records, and payment approval.

Next step

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WORKFLOW / 02Finance & administration

Month-end exception preparation

Business problem
Finance teams gather routine records and reconcile exceptions across spreadsheets and systems.
Where AI helps
AI may group discrepancies and summarize the supporting details that need review.
Human judgment
Finance staff decide classifications, investigate material exceptions, and approve entries.

Next step

Explore this workflow in an AI readiness assessment.

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WORKFLOW / 03Customer & vendor operations

Customer or vendor inbox triage

Business problem
Recurring customer or vendor requests are buried in shared inboxes and take time to sort and answer.
Where AI helps
AI may classify messages, summarize context, and draft a response for review.
Human judgment
A person makes commitments, handles sensitive cases, and owns escalations before anything is sent.

Next step

Explore this workflow in an AI readiness assessment.

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WORKFLOW / 04Customer & vendor operations

Vendor onboarding documents

Business problem
Teams repeatedly check incoming vendor documents for required information and route follow-up.
Where AI helps
AI may organize submitted information and flag apparently missing items against a checklist.
Human judgment
A person validates records, resolves exceptions, and approves whether the vendor is ready.

Next step

Explore this workflow in an AI readiness assessment.

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WORKFLOW / 05People operations

Employee onboarding administration

Business problem
People and operations teams coordinate forms, access requests, and recurring checklist steps for each new hire.
Where AI helps
AI may assemble role-based task lists and surface steps with incomplete information.
Human judgment
A person verifies personal and employment records, handles access decisions, and makes people decisions.

Next step

Explore this workflow in an AI readiness assessment.

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WORKFLOW / 06Reporting & knowledge

Recurring operations reporting or SOP lookup

Business problem
Leads manually combine recurring operating data or search approved process documents to answer routine questions.
Where AI helps
AI may summarize supplied data or find relevant passages in approved guidance.
Human judgment
A person checks source data, context, permissions, and any recommendations before sharing them.

Next step

Explore this workflow in an AI readiness assessment.

Start an AI Readiness Assessment