Use cases
Processes we build, written as they run.
Each page says who it is for, which systems are involved, what the agent decides, what the document stream extracts and what the bot does on screen — then what you need to connect, a planning estimate with its assumptions, and the limits. Pick one and request a sandbox with that process.
Documents and finance
Supplier invoices into NetSuite or QuickBooks Online — no manual entry
Outlook / Gmail · IntelliDocs · NetSuite · QuickBooks Online · Xero · Siigo · Alegra
Read the use case →Systems without an API
An SAP GUI report in Google Sheets or Power BI every morning — without an SAP project
SAP GUI (Studio bot) · Google Sheets / Excel 365 / Power BI · Slack / Teams
Read the use case →For automation and integration agencies
Every PSA ticket classified, prioritized and routed before a technician reads it
HaloPSA / ConnectWise PSA / Autotask (HTTP API) · Microsoft 365 mailbox · AI Workflows agent
Read the use case →Customer-facing
Overdue invoices chased by email and WhatsApp with reminders written for each customer
QuickBooks Online / Xero / Alegra / Siigo / NetSuite · Gmail / Outlook · WhatsApp Business (Meta API)
Read the use case →All 17 use cases
Filter by the kind of task, by the module that does the heavy lifting, or search for a system you run.
17 use cases
| Process | Systems | Modules | |
|---|---|---|---|
Documents and finance Supplier invoices into NetSuite or QuickBooks Online — no manual entryOutlook / Gmail · IntelliDocs · NetSuite · QuickBooks Online · Xero · Siigo · Alegra | Outlook / Gmail · IntelliDocs · NetSuite · QuickBooks Online · Xero · Siigo · Alegra · Slack / Teams approvals | documentagentperson | Read → |
Documents and finance Bills typed into QuickBooks Desktop from PDFs — by a bot, not a clerkOutlook / Gmail / shared folder · IntelliDocs · QuickBooks Desktop (Studio bot) | Outlook / Gmail / shared folder · IntelliDocs · QuickBooks Desktop (Studio bot) · Teams / email approval | documentagentbotperson | Read → |
Documents and finance A folder of scanned PDFs becomes one Excel sheet, every nightSharePoint / OneDrive / Google Drive / SFTP · IntelliDocs · Excel 365 / Google Sheets | SharePoint / OneDrive / Google Drive / SFTP · IntelliDocs · Excel 365 / Google Sheets · Teams / Slack review | documentagentperson | Read → |
Documents and finance Bank statements downloaded and reconciled against the ERP before anyone logs inBank portals (Studio bot) · IntelliDocs / CSV parsing · ERP or accounting API (NetSuite, SAP B1, Siigo, Alegra, Omie) | Bank portals (Studio bot) · IntelliDocs / CSV parsing · ERP or accounting API (NetSuite, SAP B1, Siigo, Alegra, Omie) · Teams / Slack | botdocumentagentperson | Read → |
Documents and finance Email attachments classified, renamed and filed to SharePoint — with a log in ExcelOutlook / Microsoft 365 or Gmail · SharePoint / OneDrive / Google Drive · Excel 365 / Google Sheets | Outlook / Microsoft 365 or Gmail · SharePoint / OneDrive / Google Drive · Excel 365 / Google Sheets · Teams notification | agentperson | Read → |
Systems without an API An SAP GUI report in Google Sheets or Power BI every morning — without an SAP projectSAP GUI (Studio bot) · Google Sheets / Excel 365 / Power BI · Slack / Teams | SAP GUI (Studio bot) · Google Sheets / Excel 365 / Power BI · Slack / Teams · AI Workflows | botagent | Read → |
Systems without an API AS/400 green-screen inquiries answered in Teams or SlackIBM i 5250 terminal (Studio Terminals) · Teams / Slack / AW chat · AI Workflows agent | IBM i 5250 terminal (Studio Terminals) · Teams / Slack / AW chat · AI Workflows agent · Excel 365 | agentbot | Read → |
Systems without an API Data entry into a Citrix-hosted application from a SharePoint listCitrix / RDP published app (Studio surface automation) · SharePoint list / Excel 365 · Teams | Citrix / RDP published app (Studio surface automation) · SharePoint list / Excel 365 · Teams · AI Workflows | botperson | Read → |
Systems without an API A web portal without an API, scraped to Sheets on a schedule — with change alertsAny web portal (Studio web automation) · Google Sheets / AW Tables · Slack / Teams | Any web portal (Studio web automation) · Google Sheets / AW Tables · Slack / Teams · AI Workflows | botagent | Read → |
Systems without an API Shopify or email orders entered into a desktop ERP (Sage 50, Microsip, Aspel) by a botShopify / WooCommerce / email · AI Workflows agent · Desktop ERP (Studio bot) | Shopify / WooCommerce / email · AI Workflows agent · Desktop ERP (Studio bot) · Teams / WhatsApp notification | agentbotperson | Read → |
For automation and integration agencies Every PSA ticket classified, prioritized and routed before a technician reads itHaloPSA / ConnectWise PSA / Autotask (HTTP API) · Microsoft 365 mailbox · AI Workflows agent | HaloPSA / ConnectWise PSA / Autotask (HTTP API) · Microsoft 365 mailbox · AI Workflows agent · Hudu / IT Glue / SharePoint docs | agentperson | Read → |
For automation and integration agencies Microsoft 365 user onboarding and offboarding from a PSA ticket — in minutes, per clientHaloPSA / ConnectWise / Autotask or a form · Microsoft Graph (Entra ID, Exchange, Teams, OneDrive) · AI Workflows agent | HaloPSA / ConnectWise / Autotask or a form · Microsoft Graph (Entra ID, Exchange, Teams, OneDrive) · AI Workflows agent · Teams approval | agentperson | Read → |
For automation and integration agencies Backup alert emails turned into one ticket per real failure — and a weekly client reportMicrosoft 365 shared mailbox · AI Workflows agent · HaloPSA / ConnectWise / Autotask (HTTP API) | Microsoft 365 shared mailbox · AI Workflows agent · HaloPSA / ConnectWise / Autotask (HTTP API) · Excel 365 / PDF report | agent | Read → |
For automation and integration agencies The monthly client report written from PSA and RMM data — in your brand, with a narrativeHaloPSA / ConnectWise / Autotask (API) · NinjaOne / Datto RMM (API) · AI Workflows agent | HaloPSA / ConnectWise / Autotask (API) · NinjaOne / Datto RMM (API) · AI Workflows agent · PDF / PowerPoint generation | agentperson | Read → |
Customer-facing Overdue invoices chased by email and WhatsApp with reminders written for each customerQuickBooks Online / Xero / Alegra / Siigo / NetSuite · Gmail / Outlook · WhatsApp Business (Meta API) | QuickBooks Online / Xero / Alegra / Siigo / NetSuite · Gmail / Outlook · WhatsApp Business (Meta API) · AI Workflows agent | agentperson | Read → |
Customer-facing A support agent on your documentation — web chat and WhatsApp — that hands off to a ticketElectroNeek Chat UI / website widget · WhatsApp Business (Meta API) · SharePoint / Google Drive docs | ElectroNeek Chat UI / website widget · WhatsApp Business (Meta API) · SharePoint / Google Drive docs · Zendesk / Freshdesk / HaloPSA | agentperson | Read → |
Customer-facing Certificate of insurance requests answered the same hour — issued in the AMS by a botOutlook / shared mailbox · AI Workflows agent · Applied Epic / AMS360 / HawkSoft (Studio bot) | Outlook / shared mailbox · AI Workflows agent · Applied Epic / AMS360 / HawkSoft (Studio bot) · Teams approval | agentbotperson | Read → |
From the archive
Earlier use-case pages, kept as published.
- Human Validation of Document Processing
- Medical Prescription Processing
- Python Bot Orchestration
- Test Data Generation for UAT
- Logistics Document Processing
- Payroll Automation
- Compliance Document Analysis
- Bank Statement Reconciliation
- Automatic Document Classification
- Self-Service IT Helpdesk
- Active Cybersecurity Monitoring
- AI Candidate Sourcing on LinkedIn
- Support Ticket Routing and Resolution
- User Onboarding on Multiple Systems
- Data Migration from Legacy Systems
- Invoice Processing to QuickBooks
- Receipt Data Extraction
- AS400 Terminal Automation
- Comprehensive Excel Reports