OperationsEmail triage
A shared inbox is reviewed manually and urgent requests are easy to miss.
- Possible approach
- Classify messages, route them by intent and prepare draft next actions for review.
- Systems involved
- Email, CRM, Task system
- Human oversight
- Human review before customer-facing replies or record changes.
- When AI may not be needed
- Simple mailbox rules may be enough where categories are fixed and low risk.
Finance/AdminDocument extraction
Teams copy details from PDFs, forms or attachments into business systems.
- Possible approach
- Extract structured fields, flag missing data and prepare updates for approval.
- Systems involved
- Email, Document storage, CRM
- Human oversight
- Exception handling for low-confidence or sensitive documents.
- When AI may not be needed
- A structured form or supplier portal may be better for repeatable inputs.
SalesCRM administration
Sales notes, follow-ups and record updates are delayed or inconsistent.
- Possible approach
- Summarise context, suggest updates and prepare follow-up tasks inside clear permissions.
- Systems involved
- CRM, Email, Calendar
- Human oversight
- User approval before records are changed.
- When AI may not be needed
- A cleaner CRM process may solve the problem before AI is needed.
Customer ServiceCustomer enquiry routing
Customer requests arrive in different channels and take too long to reach the right owner.
- Possible approach
- Classify the request, retrieve approved guidance and route or draft the next response.
- Systems involved
- Inbox, Helpdesk, Knowledge base
- Human oversight
- Human approval for complaint, refund or escalation decisions.
- When AI may not be needed
- Basic routing rules can be better when request types are simple.
ManagementInternal knowledge assistant
People lose time searching policies, documents and prior decisions.
- Possible approach
- Ground answers in approved knowledge sources and link back to source documents.
- Systems involved
- SharePoint or drive, Policies, Knowledge base
- Human oversight
- Clear limitations and escalation where source coverage is weak.
- When AI may not be needed
- Better document structure may be enough if search is the only problem.
ManagementReport preparation
Teams manually gather updates, clean notes and prepare weekly reporting packs.
- Possible approach
- Pull structured updates, highlight exceptions and prepare a draft report.
- Systems involved
- CRM, Spreadsheets, Project tools
- Human oversight
- Owner review before reports are shared.
- When AI may not be needed
- A dashboard may be better if source data is already clean.
