A.I. Agent Worker Examples
A.I. Agent Workers Can Do Almost All The Work.
These fully-managed “digital employees” 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, warranty registrations, you name it. The A.I. agent workers can perform nearly every computer-based job in your company.
The A.I. agent workers 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 workers for you. There is nothing else you need to do. Within a few days, your A.I. agent workers will be able to perform any computer-based job in your company. (No matter how complex the job.)
A.I. Agents Can Do Most Office Jobs In Your Company.
Just record your screen while doing a job and then upload the video. Within days, your AI agent worker will be able to perform the job completely autonomously—no matter how complex. (See examples.)
What if most of your office jobs could be handled by intelligent AI agents that work just like humans - only faster, more accurately, and without breaks?
Introducing human imitating AI agents.
Autonomous digital workers that are trained to use your software, follow your established processes, collaborate with your team and work within your business just like human employees.
They don't need complex software integrations because they use your software the same way your team does today. They can type, click, drag, think and communicate - just like human employees.
Only now, your business can run 24/7 with digital workers that never sleep and never slow down.
Want a competitive advantage?
The AI agents also monitor your business and automatically suggest strategies to improve financial performance, close more sales, improve operational efficiency, reduce risk, retain more customers, make better strategic decisions and more. All based on real-time business data. Not hypotheticals.
Below are examples of jobs our AI Agents are
current handling for other companies.
Invoice Processing
Our A.I. agent workers 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 and Suggestions
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 workers can login to local municipality websites and request work permits for upcoming jobs.
Payroll Processing
Your A.I. agent workers 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.
Employee Background Checks
Your agent workers can perform and/or initiate employee background checks and other pre-screening activities.
Contract & Agreement Signatures
Our A.I. agent workers 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 workers can even chase customers, if they do not sign the agreements in a timely manner.
Claim Status Checking
Our A.I. agent workers 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 workers 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 workers 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 workers can read and analyze any document. Then, our A.I. agent workers can automatically route and/or enter those document details into other systems.
Price Shopping
Our A.I. agent workers 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 workers 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 workers 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.
Report Consolidations / Analysis
A.I. agent can collect data from multiple websites, spreadsheets, accounting reports, MRP reports, etc. and consolidate the data into reports that are easier for human to digest. In addition, the AI agents can also analyze the data to find trends and anomalies, so save humans time.
File Automation
Our A.I. agent workers can create new documents and read, download, upload, move and email any documents in your company.
External Communication
A.I. agent workers 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 workers can do it all.
Monthly Financial Reports
A.I. agent workers 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 workers can also route the financial report to the appropriate people who may need to review them.
Website Maintenance
A.I. agent workers 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 workers 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 workers 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-screenings
Your agent workers can do pre-screening of clients, vendors and employees.
Vendor Deal Registrations
Need to register reseller deals on your vendor websites? No problem. Your AI agent workers can do that too.
Freight / Shipping
AI agents are capable of preparing, scheduling, and booking a wide range of freight shipments, including full container load (FCL) and less-than-container load (LCL) sea freight, as well as full truckload (FTL), less-than-truckload (LTL), and parcel shipments, ensuring end-to-end logistics coordination across multiple transport modes.
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 workers 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 workers can perform all the provisioning and deprovisioning of user accounts. For instance, the A.I. agent workers 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 workers 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 workers can scour the internet (or specific websites) looking for potential recruiting candidates. Your A.I. agent workers can then consolidate and rank the candidates and begin the initial outreach automatically (and without human intervention).
Document Discovery
A.I. agents can recursively scan through all of your network file shares to discover, classify and organize documents. In addition, the agent can automatically notify humans when documents are discovered that match specified criteria.
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 workers 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 workers can login to each of your vendors websites and request an updated quote.
Daily Management Reports
Your agent workers can run your daily, weekly and monthly management reports. Then, the A.I. agent workers can analyze the data and automatically assign follow-up tasks to the appropriate people based on the report analysis.
Employee Time Cards
Your agent workers 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 workers can go out to your favorite vendor’s website and submit the order for you. Handsfree.
Expense Reconciliation
A.I. agent workers 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 workers 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 workers can automatically take action based on what they find.
Sales Automation and Follow-ups
A.I. agent workers can chase dormant prospects for you, so you can spend your time hunting new leads and having conversations.
CRM Automation
A.I. agent workers can login to your CRM system and create opportunities, support tickets, sales activities, time entries, etc.
Billing
A.I. agent workers 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 workers 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.
Document Control
Would you like tighter control over your important documents? Financial spreadsheets, policy documents, standard operating procedures, HR documents, etc? Make the documents read-only and only allow your AI agent worker to update them. The AI agent will only update the data you ask it to update. And, the agent will perform the updates exactly how you want them done.
Product / Marketing Translations
If you have product descriptions or marketing content that needs to be distributed to multiple counties, our AI agents can translate all the content on the fly and post to the content to the relevant websites in each country’s native language.
Job Quotes / Purchase Orders
The A.I. agent workers 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 workers 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 workers 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.