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
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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
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Ecommerce Retailers
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Event Planning Companies
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Financial Advisory Services
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Food Service Distribution
Grant Writing Services
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Legal Firms
Logistics And Supply Chain Management
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Publication/Editorial Teams
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Influencer Management
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Pro Bono
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Quality Assurance
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Remote Work
Research
Research Administration
Resource Management
Retirement Planning
Revenue Cycle Management
Revenue Management
Risk
Risk Management
SEO
Function
Filter use cases:

Financial Advisory Services

Client Services

Operations

Client Segmentation & Service Model Alignment

Create AI agents for:

Segmenting clients and aligning service models to match client needs and value
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Financial Advisory Services

Sales

Marketing

Prospect Pipeline Management

Create AI agents for:

Managing prospect pipelines and nurturing prospective client relationships to drive business growth
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Financial Advisory Services

Estate Planning

Legal

Estate Planning Coordination

Create AI agents for:

Coordinating estate planning and integrating wealth transfer strategies with financial plans
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Financial Advisory Services

Insurance

Risk Management

Insurance Needs Analysis & Coverage Review

Create AI agents for:

Analyzing insurance needs and reviewing coverage to ensure adequate risk protection
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Financial Advisory Services

Compliance

Operations

Regulatory Compliance & Documentation

Create AI agents for:

Maintaining regulatory compliance and managing financial documentation to meet legal requirements
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Financial Advisory Services

Client Services

Education

Financial Education & Client Resources

Create AI agents for:

Personalizing financial education and developing client resources to enhance knowledge and understanding
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Financial Advisory Services

Finance

Operations

Fee Calculation & Billing Management

Create AI agents for:

Calculating advisory fees and managing billing processes to ensure accurate and timely revenue tracking
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Financial Advisory Services

Tax

Financial Planning

Tax Planning & Coordination

Create AI agents for:

Coordinating tax planning and integrating tax considerations across financial decisions
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