A.I. Agent Examples
A.I. Agents Can Do All The Work In Your Company.
These fully-managed “digital employees” can do much more than complete tasks. They complete entire business processes from start to finish. Processes like invoicing, payables, payroll, procurement, approvals, scheduling, quoting, CRM upkeep, customer onboarding, employee onboarding, vendor onboarding, report analysis, order processing, credit approvals, claim filing, you name it. The A.I. Agent Robots can perform nearly every computer-based job in your company.
The A.I. Agent Robots can read, write, think, learn, communicate, make decisions, work independently, do research, run reports, fill out forms, update spreadsheets, login to websites, prepare documents, update other software systems and do anything else a human can do on a computer.
It’s easy... Just record a video of a human doing the work. Then, send us the video and we’ll use the video to train the A.I. Agent Robots for you. There is nothing else you need to do. Within a few days, your A.I. Agent Robots will be able to perform any computer-based job in your company. (No matter how complex the job.)
A.I. Agents Can Automate
Your Entire Business.
A.I. Agents Will Reduce Your Costs by 70%.
We Guarantee It.
Invoice Processing
Our A.I. Agent Robots can read and interpret invoices. Then, route them according to your rules, And, then, automatically key the invoice data into your accounting system to be paid.
Banking Account Consolidations
If your business has multiple bank accounts, AI Agents can log into each account and consolidate all the transactions onto a single report for easier analysis. Additionally, the AI Agents can also analyze the transaction data and automatically spot trends and anomalies.
Contract Reviews
AI Agents can review all your contracts for unusual clauses and language and notify humans when something unusual is spotted.
Work Permit Requests
Your A.I. Agent Robots can login to local municipality websites and request work permits for upcoming jobs.
Payroll Processing
Your A.I. Agent Robots can perform all your payroll procedures. Including: Collecting employee hours from timeclock systems. Entering the information into your payroll system. Calculating commissions. Etc. Basically, all of it.
Background Checks
Your Agent Robots can perform and/or initiate employee background checks and other pre-screening activities.
Contract & Agreement Signatures
Our A.I. Agent Robots can autonomously generate contracts and agreements. Then, send those agreements to customers. Collect the signatures. Save the agreements as a PDF and automatically route the signed agreements to the appropriate employees. All without any human intervention!
The A.I. Agent Robots can even chase customers, if they do not sign the agreements in a timely manner.
Claim Status Checking
Our A.I. Agent Robots can login to your insurance carrier websites and check the status of existing claims and then route and report the results of what it finds. The A.I. Agent Robots can also login to your system and update the status of the claims within your internal systems.
Procurement
When a manager needs a product, they can simple email the AI Agent to request the item. The AI Agent can read the email, identify the requested items and then check existing inventory before placing the order with your approved vendors.
Weekly Price Monitoring
Our A.I. Agent Robots can monitor the price of 100’s or 1000’s of products and automatically notify people when those prices change.
Automated Document Analysis
Our A.I. Agent Robots can read and analyze any document. Then, our A.I. Agent Robots can automatically route and/or enter those document details into other systems.
Price Shopping
Our A.I. Agent Robots can visit multiple vendor websites, find products and compare their prices. Then, automatically choose the lowest cost vendor, login and submit the order.
Warranty Registrations
Our A.I. Agent Robots can read your product information, determine the vendor, login to the vendor’s website and register your equipment warranties for you.
Weekly IT Maintenance
The A.I. Agent Robots can perform weekly IT tasks like database maintenance, weekly user activity reports, etc.
Document Routing and Filing
You can email documents (pdfs, word documents, emails, etc.) to your AI Agent and your AI Agent can review the documents and automatically file them into the correct location (shared file folders, document management systems, ERP systems, EMR systems, etc.). Likewise, if the document data needs to be entered into other systems, your AI Agent can read the document’s and enter the data into the other systems on your behalf.
File Automation
Our A.I. Agent Robots can create new documents and read, download, upload, move and email any documents in your company.
External Communication
A.I. Agent Robots can autonomously communicate with customer, vendors, suppliers, employees and other stakeholders. If you want to keep people informed about what’s happening. Our A.I. Agent Robots can do it all.
Monthly Financial Reports
A.I. Agent Robots can run all your monthly financial reports. Then, look over the reports for key ratios and notify the appropriate people based on what they find. The A.I. Agent Robots can also route the financial report to the appropriate people who may need to review them.
Website Maintenance
A.I. Agent Robots can routinely scour your company’s website looking for broken links and then notify your webmaster when broken links are detected. In some cases, the A.I. Agent Robots can also fix the broken links for you.
Work Order Processing / Job Setups
A.I. Agents can read your incoming work orders, extract all the relevant data and then log into your job management system and setup the new job on your behalf. Then, notify the appropriate managers to let them know the job is ready.
Web Scraping
A.I. Agent Robots can search the internet for keywords, product codes, names, etc. and retrieve structured information from the webpages it finds. Then, the Agent’s can evaluate the information, made decisions and ultimately key the found information into other systems if necessary.
Pre-screening
Your Agent Robots can do pre-screening of clients, vendors and employees.
Spreadsheet Analysis
A.I. Agents can update and analyze spreadsheet data. The Agents can autonomously retrieve information from many sources (ERP systems, network drives, websites, etc.) and then enter the information into spreadsheets and then analyze the spreadsheet data to make decisions, which cab then prompt the Agents to go do more work in other areas.
Data Entry
Most humans do not enjoy monotonous data entry. Our A.I. Agent Robots can do all your company’s data entry for you. Let your humans do more enjoyable tasks.
Activating / Deactivating User Accounts
When employees come and go, your A.I. Agent Robots can perform all the provisioning and deprovisioning of user accounts. For instance, the A.I. Agent Robots can log into every IT system in your company and deprovision user accounts when an employee leaves the company. You never miss another user account again.
Actions Based on Weather Forecasts
Your A.I. Agent Robots can check the weather forecast every morning and re-route teams, assign tasks or cancel plans based on the weather predictions.
Invoice Analysis
A.I. Agents can review all of your incoming vendor invoices looking for trends, anomalies and price increases. Anytime the Agent finds something worth noting, it can notify management to review the vendor invoice more closely.
Recruiting
A.I. Agent Robots can scour the internet (or specific websites) looking for potential recruiting candidates. Your A.I. Agent Robots can then consolidate and rank the candidates and begin the initial outreach automatically (and without human intervention).
Negative Tone Monitoring
AI Agents can daily review all your company’s customer email correspondence looking for email threads that have a negative tone which may indicate an unhappy customer. If a negative tone customer communication is spotted, the AI Agent can notify the appropriate manager to review and resolve the customer’s issue.
Purchase Order / Sales Quote Reviews
A.I. Agent Robots can review sales quotes before sending them to your customer to ensure all the items that were requested on the purchase order are addressed and covered by the sales quote.
Monthly Quote Updates
At the beginning of each month, our A.I. Agent Robots can login to each of your vendors websites and request an updated quote.
Daily Management Reports
Your Agent Robots can run your daily, weekly and monthly management reports. Then, the A.I. Agent Robots can analyze the data and automatically assign follow-up tasks to the appropriate people based on the report analysis.
Employee Time Cards
Your Agent Robots can review your human employees daily time cards and make adjustments as needed. For instance, rounding time to the nearest half hour. Or, writing off billable voicemail time entries that are under 5 minutes, so you do not accidently bill a customer for a voicemail.
Ordering Products
Imagine having a process for requesting office supplies (or any other product). After ProcessPlan routes the request through the proper approval steps, an A.I. Agent Robots can go out to your favorite vendor’s website and submit the order for you. Handsfree.
Expense Reconciliation
A.I. Agent Robots can automatically “read” all your expense receipts and automatically match them with line items on your bank or credit card statements.
Online Research
A.I. Agent Robots can scan the web looking for new bid opportunities, potential customers, competitor information, break news in your area, weather alerts, etc. Then, the A.I. Agent Robots can automatically take action based on what they find.
Sales Automation and Follow-ups
A.I. Agent Robots can chase dormant prospects for you, so you can spend your time hunting new leads and having conversations.
CRM Automation
A.I. Agent Robots can login to your CRM system and create opportunities, support tickets, sales activities, time entries, etc.
Billing
A.I. Agent Robots can update customer billing information, create invoice and then send those invoices to your customers without any human effort.
Estimated Delivery Dates
Our A.I. Agent Robots can login to vendor websites and check the estimated delivery dates of the products your company has ordered. Then, automatically login to your ERP system and update the estimated delivery dates for others to see.
Job Quotes / Purchase Orders
The A.I. Agent Robots can generate quote requests (RFQs) and email those RFQs to multiple vendors. Then, receive the quotes, interpret the results and automatically choose the lowest priced vendor. Then, the A.I. Agent Robots can generate a Purchase Order and send that PO to the lowest priced vendor.
Email / Fax Reading and Routing
Medical offices that receive 100’s of faxes per month can train an A.I. Agent Robots to read and route the faxes according to where they need to go. Junk faxes can be filed in a junk folder while relevant patient referrals are routed to appointment scheduling. All with no human involvement.