The work keeps coming back
Look for repeated tasks such as collecting documents, coordinating maintenance, preparing reports, following up on quotes or drafting support replies.
AI employee use cases
Choose a task your team needs help with.
Explore help with calls, document collection, customer follow-ups and contract preparation.
Each example explains the work an AI employee prepares and the decisions your team keeps.
Start with one recurring task. Explore the options, then tell us what your team needs help with.
HOW TO CHOOSE
Start with a task your team repeats.
A draft would save real time
An AI employee can gather information, draft a follow-up or summarise a file so your team has work ready to review.
Your team keeps important decisions
An AI employee can request information, summarise and draft.
Your team still approves pricing, advice, refunds, lodgements, customer promises and legal decisions.
ADMINISTRATION
Administration.
See what each AI employee does, which tools it uses and what your team reviews.
LEGALSee how it worksACCOUNTINGSee how it worksMORTGAGE BROKERSSee how it worksINSURANCESee how it worksADMINISTRATIONSee how it works
Contract preparation for legal review
Extract clauses, compare them with your review rules and flag risks with links to the source.
Legal judgement stays with your team.
Client documents and tax preparation
Follow up on missing documents, flag bank reconciliation differences and prepare records for business activity statement (BAS) review.
Borrower document collection
Request missing borrower documents, organise files, check likely lender requirements and draft notes for the broker.
Insurance renewals and new claims
Organise renewal emails, request missing declarations, flag premium and policy changes, and summarise new claim notifications.
Preparing and tracking approval requests
Send requests to the right reviewer with the details they need, track response deadlines and flag delays.
People keep final approval.
DAILY OPERATIONS
Daily operations.
See what each AI employee does, which tools it uses and what your team reviews.
PROPERTY MANAGEMENTSee how it worksHEALTHCARESee how it worksCONSTRUCTIONSee how it worksSUPPORTSee how it worksEXECUTIVESee how it works
Maintenance coordination
Sort maintenance requests, follow up on contractor arrival times and draft owner approval requests and tenant updates.
Patient referrals and appointment preparation
Summarise referrals, request missing documents, flag eligibility questions and prepare appointment information for staff.
Subcontractor quotes and project changes
Follow up on subcontractor quotes, track drawing revisions and deadlines, and summarise price changes for review.
Sorting support requests and drafting replies
Sort requests by topic and urgency, gather account details, draft replies and send unusual cases to the right person.
Inbox and meeting support
Prepare inbox summaries, meeting notes, follow-ups and updates.
Sensitive drafts wait for approval.
SALES AND SERVICE
Sales and service.
See what each AI employee does, which tools it uses and what your team reviews.
LEGALSee how it worksECOMMERCESee how it worksHRSee how it worksCRMSee how it worksMARKETINGSee how it works
New client enquiries for law firms
Answer calls and web enquiries, collect key details, prepare consultation bookings and pass notes to Clio or Lawmatics.
Order status and returns support
Check order status and return deadlines, draft replies using your policies and flag refund exceptions for staff.
Candidate updates and new starter documents
Sort resumes, prepare follow-ups for recruiter approval, help schedule interviews and request missing documents.
Lead research and sales follow-up
Research potential customers, prepare talking points, flag overdue follow-ups and keep customer records up to date.
Client reporting automation
Combine Google Analytics, Search Console, advertising data, customer records and project notes into draft reports with source references.
Work scorecard
Which task could an AI employee help with?
Use these four questions to choose a starting task. Send us an enquiry to discuss the cost, risks and approvals it would need.
We’ll discuss whether an AI employee or a person is better suited to the task.
WORK SCORECARD
Four questions about the work, its cost, the result you need and who approves it.
Work
What keeps piling up?
Replies, reports, document requests, checks, approvals or follow-ups your team repeats.
Cost
What does it cost now?
Staff time, manager attention, customer wait time, rework, missed follow-ups, or lost revenue.
Quality
What would make it useful?
More useful drafts, faster replies, fewer errors or clearer information for the next person.
Control
What still needs human approval?
Customer promises, pricing, refunds, legal language, financial decisions, or anything that can damage trust.
Use your answers to discuss the task, pricing and a small first test with our team.
START WITH ONE TASK
Which task takes too much time? Tell us what your team needs.
Send an enquiry
Describe the recurring work that takes the most time or causes delays.
Our team will reply within one business day.