Real work.
Fewer handoffs.

Agentic workflows are most useful when a job crosses systems and teams. These examples show how agents could handle the checking, chasing and preparation while people make the final calls.

Explore use cases
AGENTIC WORKFLOWS IN PRACTICE

Work worth automating.

The details change by company, but the pattern is familiar. Information arrives incomplete, several teams touch it, and someone spends time keeping it moving.

02PROCUREMENT

Make supplier onboarding less of a chase.

A new supplier often sends tax, insurance and bank details in separate emails. Agents could build the record as documents arrive, ask for missing items and flag changes. Procurement and finance approve the supplier before an order is placed.

Supplier requestDocuments checkedApprovalReady to order
03INSURANCE

Give adjusters a complete claim file.

Photos, emails, policy details and repair estimates rarely land together. An agent could assemble the file, ask for missing evidence and prepare a summary before an adjuster reviews it. The adjuster decides coverage and settlement.

Claim receivedEvidence gatheredCase preparedAdjuster review
04FIELD OPERATIONS

Keep service jobs moving after the first call.

A repair call sets off several jobs. Someone needs the asset history, a technician, parts and an update to the customer. Agents could keep those steps moving together and surface delays early. Dispatchers decide priorities when plans change.

Service requestJob preparedVisit arrangedCustomer updated
05FINANCE

Take the scramble out of month end.

The last days of the month are often spent pulling figures from separate systems and spreadsheets. Agents could reconcile inputs, flag mismatches and draft variance notes. Finance reviews the numbers and signs off on the close.

Figures gatheredMismatches flaggedNotes draftedFinance sign off
06LEGAL OPERATIONS

Put the right contract issues in front of legal.

Before counsel opens a new agreement, an agent could compare it with approved terms and pull out unusual clauses. Legal gets a focused list of issues and decides what to accept or negotiate.

Agreement receivedTerms comparedIssues preparedLegal review
07CUSTOMER SUCCESS

Keep renewals from going quiet.

Contract dates, support history and account activity are often scattered. Agents could bring those details into a brief before the renewal meeting. The account owner decides the offer and speaks to the customer.

Renewal dueAccount briefOffer reviewedCustomer conversation
08LOGISTICS

Handle delivery problems before they spread.

A delayed shipment affects warehouse staff, customer service and sales. Agents could check carrier updates, stock and order details, then prepare options. Someone approves any change to price or a promised delivery date.

Delay detectedOptions checkedChange approvedCustomer updated

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