The B2B process reality check

Can AI take over
your processes?

Describe one repetitive process. We break it into steps and tell you what to automate, what to assist with AI, and what to keep human.

Try one
Free process auditNo account neededPractical answers, not another AI sales pitch
Processes in the library
Following up on quotesHuman reviewChasing missing documentsStandard automationOnboarding a new clientHuman reviewAnswering the same 12 support questionsAI candidateMonthly invoice reconciliationStandard automationNegotiating a renewalKeep humanSummarising sales callsAI candidateApproving supplier changesKeep human
The answer is rarely just yes or no

A place for AI.
A place for people.

Most processes need a mix. Every step lands somewhere on this spectrum, and your audit shows exactly where, and why.

01 / AI

Let AI do the work.

Understand, extract, or draft information within a clearly defined task.

AI candidate
02 / AI + HUMAN

A copilot, with checks.

AI prepares the work. A person reviews it and owns the final decision.

Human review
03 / AUTOMATION

Sometimes, rules win.

Move data, trigger reminders, and connect systems. No AI needed.

Standard automation
04 / HUMAN

Keep the human touch.

Judgement, sensitive exceptions, and relationships still need an owner.

Keep human
The process library

Sound like your workday?

Explore all 47 processes
01SalesFollowing up on quotesA sensible mix of reminders, AI drafts, and real conversations.AI + human · 4 steps02OperationsChasing missing documentsLet systems track the gaps. Let AI help with the messy replies.Automation first · 4 steps03Customer successOnboarding a new clientMake handovers consistent without losing the personal welcome.AI + human · 4 steps04FinanceReconciling monthly invoicesMatch, flag, and route. Only the exceptions reach a person.Automation first · 5 steps05SupportAnswering recurring questionsAI drafts from your own docs; your team handles the edge cases.AI candidate · 6 steps
Our approach

Step by step. Not hype by hype.

Describe the process.

In your own words, the way you would explain it to a new colleague. No forms, no jargon.

We split it into steps.

Each step gets its own verdict: AI, AI with review, plain automation, or human. With the reasoning attached.

You get a practical plan.

What to start with, what to leave alone, and what it realistically saves. Honest about the limits.

Built around real B2B workflowsEvery step, individually assessedClear answers. Honest limits.
Start with one process

Your next improvement starts with one process.

Find out what you can automate A first assessment. A practical next step. No account needed.