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Use cases
Use cases organised by business problem
Few business owners set out to find ‘AI’. They are looking for a solution to a specific problem – a month-end close that takes four days, or a backlog of old quotes that nobody has followed up. This section is organised accordingly. Each page addresses one everyday problem common in UK SMEs of 10 to 250 people, shows how the work looks once the unnecessary effort has been removed, and sets out clearly which parts remain with your people.
Behind each page sits a specific Team Agentic build: an AI agent configured around how your team works, checked by a named person in your business, tested on your own examples and measured against your starting point.
Sales
Proposals and tenders occupy the whole week
First drafts built from your own past work, and tender notices screened so that you read only the promising ones.
Proposal Accelerator and Tender Finder
Salespeople arrive at meetings unprepared, and follow-ups are sent late
A one-page brief before each meeting and a follow-up drafted the same day.
Sales Support Agent
Old leads and lapsed customers who have not been contacted again
The contacts you are permitted to approach, ranked, with a personal email drafted for each.
Dormant Pipeline Revival
Marketing
The blog and newsletter that are never written
Fifteen minutes with one of your experts, turned into drafts in your voice.
Content Engine
Customer
Enquiries wait in the inbox and quotes take a day
Enquiries categorised and replies drafted, and standard quotes priced from your own rules.
Enquiry Triage & Response and Quote Builder
Each new customer is set up differently
A consistent onboarding process every time, and earlier warning when a customer begins to disengage.
Customer Onboarding & Retention
Finance
The monthly management pack takes days to prepare
The pack and draft commentary prepared for your finance lead to review, together with a cash forecast and overdue payment reminders.
Management Reporting Pack
People
Each vacancy creates hours of administration
Adverts, evidence tables against your criteria and interview packs, with every decision left to your people.
Recruitment Assistant
Operations
The same questions, put to the same people, every day
Answers drawn from your approved documents, with the source shown.
Company Knowledge Assistant
Invoices and forms still entered by hand
Fields read from each document and prepared for import, with exceptions set aside for a person to check.
Document Processing
Certificates, policies and renewals held in many places
Your certificates and policies in a single register, with renewals flagged in good time and questionnaires drafted from it.
Compliance Document Assistant
Actions agreed in meetings and not followed through
A record, an actions list and a follow-up email, ready the same day.
Meeting Follow-up
Knowledge held by only one person
Procedures and checklists documented from a conversation with the person who holds the knowledge.
Process & SOP Writer
Problems not listed here
These thirteen problems are common, but many businesses have a different job consuming their week. Book a free 20-minute call and tell us which job is costing your team the most time. We will advise you candidly whether AI is the right answer, or whether a simpler solution would suffice.
Platforms we work with
The right AI platform for each build, licensed to you
We recommend the AI platform that suits each build, or use one you already have if it meets our minimum standards. Either way, you hold the licence, so the account and the data stay yours. The results arrive in your own email, files, CRM and finance systems, where your team can check them.
AI platforms
Claude
ChatGPT
Microsoft Copilot
Google Gemini
Mistral AI
Perplexity
Claude
ChatGPT
Microsoft Copilot
Google Gemini
Mistral AI
Perplexity
Claude
ChatGPT
Microsoft Copilot
Google Gemini
Mistral AI
Perplexity
Claude
ChatGPT
Microsoft Copilot
Google Gemini
Mistral AI
Perplexity
Business software
Microsoft 365
Microsoft Teams
Google Workspace
Slack
Zoom
Notion
Miro
SharePoint & OneDrive
Google Drive
Dropbox
Box
HubSpot
Salesforce
Zoho
monday.com
Xero
QuickBooks
Sage
Stripe
Power BI
Asana
Trello
ClickUp
Jira
Confluence
Airtable
Zendesk
Intercom
Mailchimp
Shopify
WooCommerce
Zapier
Make
n8n
Microsoft 365
Microsoft Teams
Google Workspace
Slack
Zoom
Notion
Miro
SharePoint & OneDrive
Google Drive
Dropbox
Box
HubSpot
Salesforce
Zoho
monday.com
Xero
QuickBooks
Sage
Stripe
Power BI
Asana
Trello
ClickUp
Jira
Confluence
Airtable
Zendesk
Intercom
Mailchimp
Shopify
WooCommerce
Zapier
Make
n8n
See the full list by category
Workplace Microsoft 365, Microsoft Teams, Google Workspace, Slack, Zoom, Notion, Miro
Files SharePoint & OneDrive, Google Drive, Dropbox, Box
CRM and sales HubSpot, Salesforce, Zoho, monday.com
Finance Xero, QuickBooks, Sage, Stripe, Power BI
Projects Asana, Trello, ClickUp, Jira, Confluence, Airtable
Customers and marketing Zendesk, Intercom, Mailchimp, Shopify, WooCommerce
Automation Zapier, Make, n8n
Product names and logos belong to their owners. We show them because we can work with these tools. It doesn’t mean we’re partners with, or endorsed by, any of them.
Next step
Begin with a free 20-minute call
Tell us which task is costing your team the most time, and we will discuss it with you, free of charge. You will receive a clear answer on whether we can help, and a sensible next step in either case. If you would like a more thorough assessment before deciding, the AI Quick Scan provides a 90-minute conversation about your business and a two-page summary of up to five opportunities.
- One of us will reply personally to arrange the call
- No obligation and no subsequent sales sequence
- We use your details only to arrange the call (privacy notice)