26 everyday B2B processes, already assessed.
Recognise your own workday? Open a process for the step-by-step verdict, or start an audit for your own version of it.
26 of 26 processes
Following up on quotes
Reminders on rails, AI drafts, and real conversations for the ones that matter.
Qualifying inbound leads
Enrich and score automatically; let a person judge fit and timing.
Preparing a first proposal
AI drafts from past proposals; pricing and promises stay with the owner.
Updating the CRM after sales calls
Turn call notes into suggested updates; a person approves before anything changes.
Negotiating a renewal
Prepare the numbers automatically. Keep the conversation human.
Chasing missing documents
Let systems track the gaps. Let AI handle the messy replies.
Processing purchase orders
Extract, match, and post. Only exceptions reach a person.
Approving supplier changes
Automate the paperwork; keep approval a deliberate human step.
Scheduling field visits
Rules can plan 90% of it. People handle the constraints rules don’t know.
Onboarding a new client
Consistent handovers without losing the personal welcome.
Preparing a quarterly business review
AI compiles usage and history; the CSM owns the story.
Handling a churn signal
Detect it automatically. Respond to it personally.
Reconciling monthly invoices
Match, flag, and route. Only the exceptions reach a person.
Processing supplier invoices
Extract and match automatically; mismatches and payment approval stay with a person.
Chasing overdue payments
A tone-aware cadence with a person stepping in before it gets tense.
Approving expense claims
Read receipts with AI; auto-approve the routine; escalate the odd ones.
Closing the month
Automate the checklist; judgement calls stay with the controller.
Screening job applications
AI summarises. People decide, and stay accountable for it.
Onboarding a new hire
Accounts, forms, and reminders on autopilot. The welcome is human.
Answering policy questions
AI answers from your own handbook. Sensitive cases route to HR.
Answering recurring questions
AI drafts from your docs; your team handles the edge cases.
Triaging incoming tickets
Classify and route automatically; a person owns priority calls.
Handling a formal complaint
Gather context automatically. The response is a person’s job.
Repurposing content
AI drafts variants from one source piece; a marketer edits and approves.
Reporting on campaigns
Pull the numbers automatically; write the insight with AI help.
Managing event follow-up
Sync contacts and send sequences; personal notes for the warm ones.