Assistant
The AI employee researches, analyses and prepares. A person performs the action.
- Research
- Analyse
- Prepare
Each AI employee receives a mission, consults private memory, uses authorised software and escalates exceptions to accountable people.
Supplier invoice received
Read · reconcile · enter · verify
Procedure AP-04 and supplier record
ERP opened through a controlled session
Purchase order variance detected
Validation requested above threshold
Action closed and execution logged
Operating model illustration. This is not a product screenshot.
The AI employee researches, analyses and prepares. A person performs the action.
The AI employee prepares a complete action and waits for approval before execution.
The AI employee performs authorised actions, flags exceptions and preserves a trace.
The AI employee coordinates several processes or AI employees and involves people at critical stages.
An invoice reaches a dedicated inbox.
The document and attachments are read.
Relevant data is extracted with its source.
The supplier, purchase order and applicable rules are retrieved.
The ERP or accounting system is checked through a direct connection or its interface.
Amounts, references and dates are reconciled.
An anomaly is flagged or the file is prepared.
Sensitive cases wait for human approval.
The approved document is filed in the expected location.
Actions, checks and approvals are logged.
Approval is required for discrepancies, unknown suppliers and client-defined thresholds.
A request arrives by email or form.
The identity, record and intent are classified.
Access rights and the request category are checked.
Current business knowledge and procedures are consulted.
Relevant information is retrieved from the CRM and authorised tools.
A response and related actions are prepared.
Inconsistencies or missing information are flagged.
Human approval is requested according to risk or policy.
The approved response is sent through the expected channel.
The CRM and history are updated with a processing trail.
People retain sensitive complaints, commercial commitments and situations outside established procedures.
Opportunities requiring follow-up are identified using team rules.
Account history, conversations and next steps are assembled.
Missing or outdated information is flagged.
The priority and follow-up channel are proposed.
A contextual message is prepared from approved content.
The salesperson checks commitments, tone and timing.
The approved follow-up is sent or scheduled.
Replies are attached to the correct opportunity.
Tasks and next-action dates are updated.
Exceptions and sensitive opportunities are handed to the manager.
The salesperson approves terms, commitments and any high-stakes communication.
Operational capacity
On repetitive, structured and correctly integrated processes, an AI employee can theoretically handle a far greater volume than a person working alone. The outcome depends on task duration, exceptions, software, controls and infrastructure.
Tell us about a function, a volume and the software involved. We will identify the first scope to turn into an AI employee.
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