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
Pharmacies
Professional Certification Organizations
Property Management
Public Relations Agencies
Publication/Editorial Teams
Real Estate Agencies
Recruitment Agencies
Retail Merchandising
Small Business Advisory Services
Social Media Management Agencies
Training And Development Providers
Travel Agencies
Veterinary Clinics
Industry
Academic Affairs
Account Management
Accounting
Accounts Receivable
Accreditation
Administration
Admissions
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Advertising
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Agronomy
Alumni Relations
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Animal Health
Appeals
Asset Management
Audit
Automation
Benefits
Billing
Brand Management
Build
Business Analysis
Business Development
Business Partner Support
CRM
Calendar Management
Campus Life
Care Coordination
Career Services
Change Management
Claims
Client Relations
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Client Services
Client Success
Clinical
Clinical Documentation
Clinical Review
Cloud Management
Coding
Collaboration
Communication
Communications
Community Engagement
Community Management
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Competitive Intelligence
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Content Creation
Content Management
Continuing Education
Contract Management
Copywriting
Corporate Responsibility
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Customer Experience
Customer Insights
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Customer Success
Customer Support
Data Analysis
Data Engineering
Data Management
Data Preparation
Data Science
Data Visualization
Design
Digital
Disability Services
Disaster Recovery
Diversity
Diversity and Inclusion
Document Management
Documentation
Drafting
Due Diligence
E-Discovery
EDI
Ecommerce
Editorial
Education
Employee Engagement
Employee Relations
Employer Relations
Engineering
Environmental
Escalation Management
Estate Planning
Evaluation
Event Management
Events
Executive
Executive Services
Function
Filter use cases:

Small Business Advisory Services

HR

Operations

Sales

Client Onboarding Inefficiency

Create AI agents for:

Streamlining client onboarding, gathering business information, and understanding client needs efficiently
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Small Business Advisory Services

Finance

Operations

Management

Business Health Assessment Complexity

Create AI agents for:

Analyzing financial data, benchmarking performance, and generating business health reports
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Small Business Advisory Services

Compliance

Legal

Operations

Compliance Requirement Monitoring

Create AI agents for:

Monitoring regulatory changes, generating compliance checklists, and alerting clients to requirements
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Small Business Advisory Services

Operations

Management

Analytics

Performance Metric Tracking

Create AI agents for:

Establishing KPIs, tracking progress, and generating performance updates
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Small Business Advisory Services

Finance

Strategy

Sales

Pricing Strategy Optimization

Create AI agents for:

Analyzing cost structures, evaluating competition, and recommending pricing strategies
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Small Business Advisory Services

Marketing

Strategy

Research

Market Research Time Constraints

Create AI agents for:

Gathering industry trends, compiling competitor information, and generating market opportunity summaries
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Small Business Advisory Services

Strategy

Management

Legal

Exit Planning & Succession Support

Create AI agents for:

Guiding succession planning, documenting transition plans, and creating implementation roadmaps
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Importexport Businesses

Risk Management

Insurance

Operations

Insurance & Risk Management

Create AI agents for:

Determining insurance coverage, documenting policy requirements, and streamlining claims processes
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