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
Experience Management
Facilities
Facilities Management
Faculty Affairs
Family Office
Finance
Finance Operations
Financial Aid
Financial Planning
Fleet Management
Food and Beverage
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Fundraising
Governance
Group Management
Guest Services
HR
Health Information Management
Hospitality
Housekeeping
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Influencer Management
Information Technology
Institutional Research
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Intake
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International
International Programs
International Relations
Inventory Management
Investment
Investment Management
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Knowledge Management
Land Management
Leadership
Learning
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Legal
Library
Litigation Support
Localization
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Maintenance
Management
Manufacturing
Market Analysis
Market Research
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Membership
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Network Management
Offboarding
Omnichannel Support
Onboarding
Operations
Optimization
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Partner Management
Partnerships
Patient Services
Patient Support
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Performance Management
Personalization
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Planning
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Population Health
Pricing
Pro Bono
Process Improvement
Procurement
Product Management
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Program Management
Project Management
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Provider Relations
Public Relations
Quality
Quality Assurance
Quality Control
Recruitment
Registrar
Relationship Management
Remote Work
Research
Research Administration
Resource Management
Retirement Planning
Revenue Cycle Management
Revenue Management
Risk
Risk Management
SEO
Function
Filter use cases:

Mortgage Brokers

Sales

Advisory

Operations

Rate Monitoring & Opportunity Alerts

Create AI agents for:

Monitoring interest rates and alerting brokers to opportunities, enabling timely client engagement and refinancing actions
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Mortgage Brokers

Compliance

Operations

Administration

Document Organization & Compliance Review

Create AI agents for:

Organizing loan documentation and conducting compliance reviews to ensure audit readiness and regulatory adherence
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Mortgage Brokers

Operations

Administration

Client Services

Closing Coordination & Documentation

Create AI agents for:

Coordinating closing logistics and documentation, ensuring all parties are prepared and transitions are seamless
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Mortgage Brokers

Operations

Client Services

Communications

Application Status Tracking & Updates

Create AI agents for:

Tracking application progress and delivering automated status updates to clients, ensuring transparency and timely action
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Mortgage Brokers

Advisory

Client Services

Finance

Credit Report Analysis & Improvement

Create AI agents for:

Analyzing credit reports, identifying improvement opportunities, and tracking credit enhancement progress for clients
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Mortgage Brokers

Sales

Advisory

Client Services

Loan Product Matching & Recommendation

Create AI agents for:

Analyzing client profiles and recommending optimal loan products through automated comparison and personalized matching
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Insurance Brokerages

Operations

Sales

Account Management

Market Submission Preparation & Coordination

Create AI agents for:

Preparing and coordinating ongoing market submissions for insurance carriers.
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Insurance Brokerages

Administration

Operations

Compliance

Certificate of Insurance Management

Create AI agents for:

Managing and issuing certificates of insurance on an ongoing basis.
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