AI USE CASES
A useful AI use case starts with a problem and a verifiable outcome. These pages separate bounded problem intent—complaint, validation, follow-up, exception, booking or document—from automation landings, specialist roles and system integrations.
OPERATIONAL PATTERNS
Each pattern defines its input, steps, systems, limits and metrics. Where a related Growth landing exists, it keeps commercial automation intent while the use case stays focused on the bounded problem or outcome.
Customer issue resolution with AI works when the system can verify identity, order or service, policy and real status before proposing an action. Missing data, contradictions or higher-impact compensation move the case to a person.
Invoice validation with AI can extract and compare fields, detect duplicates and check rules against authorised sources. Approving payment, taking financial risk or resolving a material discrepancy are separate authorities.
An AI-assisted sales-follow-up flow can summarise context, update CRM, propose the next action and prepare drafts. Sending, frequency, claims, negotiation and commercial commitments remain subject to policy and human authority.
Order exception management with AI is useful when an issue crosses ecommerce, ERP, inventory, shipping and support. AI can assemble the state and prepare a resolution, but it must not invent inventory or assume change, replacement or refund authority.
Travel booking management with AI can structure the request, check authorised availability, prepare options, collect data and coordinate confirmation. Price, terms and confirmed status must always come back to the source that actually governs them.
Document workflow automation with AI can classify documents, extract fields and prepare updates when every value retains provenance and confidence. Sensitive, incomplete or low-confidence data should be validated before becoming an authoritative record.
DESIGN CRITERIA
The event, request, document or signal that starts the process.
We separate automatable steps, assisted work and decisions that remain under human responsibility.
Metrics are compared with a real baseline; examples are not guaranteed outcomes.
APPLY IT TO YOUR PROCESS
Use the Process Analyzer to map the before and after, or the Team Builder to identify an initial composition.
