100+ AI agent use cases

Use cases for every business sector and function

Find use cases for AI agents that can transform the way you work.

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Accountants
Bookkeeping Services
Business Consultancies
Commercial Real Estate
Commodities Trading
Compliance Monitoring Services
Construction Project Management
Content Creation Studios
Credit Repair Agencies
Customer Loyalty Program Managers
Customer Support Centers
Data Analysis Consultancies
Dental Practices
Ecommerce Agencies
Ecommerce Retailers
Educational Institutions
Equipment Leasing Companies
Event Planning Companies
Farm Management
Financial Advisory Services
Fleet Management Companies
Food Service Distribution
Grant Writing Services
Healthcare Administration
Hospitality Management
Human Resources
IT Managed Service Providers
Importexport Businesses
Insurance Brokerages
Inventory Management Services
Legal Firms
Logistics And Supply Chain Management
Manufacturing Operations
Market Research Firms
Marketing Agencies
Medical Claims Processing
Mortgage Brokers
Nonprofit Organizations
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Professional Certification Organizations
Property Management
Public Relations Agencies
Publication/Editorial Teams
Real Estate Agencies
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Retail Merchandising
Small Business Advisory Services
Social Media Management Agencies
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Veterinary Clinics
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Animal Health
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Build
Business Analysis
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Business Partner Support
CRM
Calendar Management
Campus Life
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Change Management
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Clinical Documentation
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Cloud Management
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Community Engagement
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Content Creation
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Continuing Education
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Corporate Responsibility
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Data Analysis
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Design
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Disability Services
Disaster Recovery
Diversity
Diversity and Inclusion
Document Management
Documentation
Drafting
Due Diligence
E-Discovery
EDI
Ecommerce
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Education
Employee Engagement
Employee Relations
Employer Relations
Engineering
Environmental
Escalation Management
Estate Planning
Evaluation
Event Management
Events
Executive
Executive Services
Function
Filter use cases:

Bookkeeping Services

Operations

Client-Specific Procedure Management

Create AI agents for:

Delivering tailored workflows and documentation for each client, ensuring adherence to unique requirements and processes.
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Bookkeeping Services

Compliance

Audit Trail & Documentation Gaps

Create AI agents for:

Providing comprehensive documentation and audit trails, supporting transparency and regulatory compliance.
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Bookkeeping Services

HR

Knowledge Transfer & Consistency

Create AI agents for:

Maintaining consistent practices and smooth onboarding for new staff through documented procedures and guided training.
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Bookkeeping Services

Finance Operations

Month-End Close Inefficiencies

Create AI agents for:

Delivering faster and more accurate month-end closings through automated reconciliations and prioritized review tasks.
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Bookkeeping Services

Compliance

Compliance and Deadline Management

Create AI agents for:

Supporting proactive compliance by tracking deadlines and requirements, ensuring timely filings and reducing regulatory risks.
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Bookkeeping Services

HR

Staff Capacity & Workload Balancing

Create AI agents for:

Optimizing resource allocation and workload distribution, preventing bottlenecks and staff burnout.
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Commercial Real Estate

Sales

Operations

Broker Relationship & Deal Pipeline Management

Create AI agents for:

Documenting broker interactions, tracking commission agreements, monitoring deal progress, and maintaining relationship histories
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Commercial Real Estate

Operations

Facilities Management

Space Planning & Utilization Analysis

Create AI agents for:

Analyzing space configurations, modeling layout alternatives, generating space plans, and optimizing utilization
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