Templates that become your operating procedures.

Financial$40,000/yr est.

Duplicate-Payment & Invoice-Anomaly Sweep

Finds duplicate and near-duplicate payments across accounting data before the money leaves.

Financial$30,000/yr est.

AR Collections & Cash-Application

Matches incoming payments to open invoices and drafts risk-ranked dunning emails for the collector.

Financial$28,000/yr est.

AP 3-Way Match & Exception Triage

OCR-extracts each invoice, three-way-matches it against PO and goods receipt, and triages every exception.

Financial$26,000/yr est.

Contract → Rev-Rec Check (ASC 606)

Extracts performance obligations and checks how the deal was booked (ASC 606).

Financial$24,000/yr est.

13-Week Cash-Flow Forecast

Builds a rolling 13-week direct cash-flow forecast with a written risk narrative from ERP, bank and run-rate data.

Financial$22,000/yr est.

Period-Close Checklist Orchestrator

Reads the close checklist, reasons about what's blocked, and chases what's late.

Operations$22,000/yr est.

Requisition Intake & Auto-PO Drafting

Maps requisition lines to the approved catalog, checks budget, drafts the PO.

Financial$20,000/yr est.

GL Anomaly & Flux Analysis

Computes account-level flux after close and drafts the explanations.

Operations$20,000/yr est.

Security Alert Triage & Incident Response

Enriches security alerts with threat intel, assesses severity, pages the SOC.

Operations$18,200/yr est.

Sovereign Support Triage & RAG Deflection

Triages tickets locally and answers with citations from your own KB.

Financial$18,000/yr est.

Audit-Evidence (PBC) Gathering Bot

Works the auditor's PBC list — pulling journals, reconciliations and evidence from your systems automatically.

Operations$17,300/yr est.

Service-Request Fulfillment Autopilot

Classifies IT requests and assembles the exact fulfillment plan on-prem.

Healthcare$15,600/yr est.

Clinical Protocol Lookup + Triage

Retrieves the applicable clinical protocol and suggests next steps for clinician review.

SaaS$15,600/yr est.

Support Ticket Auto-Responder

Drafts KB-grounded ticket replies with a confidence score; low confidence goes to a human.

Marketing$15,000/yr est.

Content Creation Pipeline — Research, Write, Edit

Research, Writer and Editor agents hand off a draft — facts, copy, brand voice — before publication.

Operations$15,000/yr est.

RFP / Security-Questionnaire Drafter

Drafts RFP and security-questionnaire answers from your approved answer library only.

Operations$15,000/yr est.

Spend Classification & Maverick-Spend

Classifies transaction-level spend to your taxonomy and flags maverick spend.

Financial$15,000/yr est.

Vendor-Master Dedup & Sanctions Pre-Check

Finds duplicate vendors and sanctions risks in the vendor master.

Operations$14,100/yr est.

SLA-Breach Predictor & Pre-Emptor

Predicts which tickets will miss their SLA before they breach.

Operations$14,000/yr est.

Renewal-Risk Early-Warning

Joins billing and CRM signals to flag at-risk renewals early.

Operations$13,400/yr est.

JSM Incident-to-Resolution Copilot

Enriches JSM incidents with severity and likely cause, plus runbook citations.

Operations$13,200/yr est.

RFQ Comparison & Award Recommendation

Normalizes supplier quotes to total cost of ownership and recommends the award.

Operations$12,500/yr est.

Demand-Forecast Anomaly Detection

Detects demand spikes, collapses and drift between forecast and actuals — and explains them.

SaaS$12,400/yr est.

Churn Risk Agent

Spots churn-risk accounts from usage signals and personalises the save play.

Healthcare$12,400/yr est.

Patient Intake Form Triage

Classifies intake-form clinical risk and routes high-risk cases to a clinician.

Legal$12,000/yr est.

Contract Review & Risk Flagging

Reviews SharePoint contracts against your standard terms and opens risk-graded Jira tickets.

Financial$12,000/yr est.

Expense-Policy Compliance Checker

Checks every expense line against your own policy and flags what's out of bounds.

Operations$11,800/yr est.

Ticket-to-KB-Article Generator

De-identifies resolved tickets and drafts reusable KB articles.

Operations$11,200/yr est.

Employee Onboarding Orchestrator

Builds a role-tailored onboarding checklist and dispatches the tickets — IT approves first.

Operations$11,200/yr est.

Employee Onboarding Orchestrator

Orchestrates accounts, equipment, access and orientation from the HRIS hire event.

Operations$11,000/yr est.

Call/Email → CRM Field Updater

Summarizes calls and emails locally and writes structured fields — next steps, sentiment, stage — back to the CRM.

Operations$11,000/yr est.

Supplier Onboarding & Compliance Verification

Validates supplier onboarding packs and screens entities against sanctions lists.

Retail$10,800/yr est.

E-Commerce Return Resolution Agent

Checks return eligibility, decides refund vs exchange, and routes edge cases for approval.

Operations$10,500/yr est.

Contract-Clause Extraction & Obligation Tracking

Extracts every material clause via RAG and builds a tracked obligation register per supplier.

Operations$10,500/yr est.

Forecast Roll-Up & Commit Sanity-Check

Reconciles rep commits into a sanity-checked roll-up by team and segment.

SaaS$10,000/yr est.

Support Ticket Triage & First Response

Classifies urgency and sentiment, finds the KB article, drafts the reply.

Operations$9,800/yr est.

Goods-Receipt & Fulfillment Reconciliation

Reconciles receipts and fulfillment against the PO line-by-line and classifies deviations.

Operations$9,800/yr est.

Inbound Lead Triage & ICP Router

Scores every inbound lead against your ICP locally and writes it back to the CRM.

Legal$9,800/yr est.

Regulatory Compliance Check

Runs multi-step clause checks against your regulation knowledge base and routes findings for review.

Operations$9,600/yr est.

Duplicate & Linked-Ticket Merger

Semantically detects duplicate and related tickets and proposes merges with rationale.

Operations$9,600/yr est.

New-Hire Account Provisioning

Provisions Okta, Google Workspace, Slack and Jira on day one and drafts a personal welcome note.

Operations$9,500/yr est.

Weekly Exec Digest

One weekly executive narrative from CRM, ERP and project tools.

Operations$9,400/yr est.

Sovereign Resume Screener & Ranker

Screens and ranks CVs against role criteria and flags problematic language.

DevOps$9,300/yr est.

Incident Triage + Runbook Lookup

Enriches every alert with the matching runbook, a severity call and an action plan.

Retail$9,300/yr est.

Inventory Reorder Recommendation

Reasons over stock, lead times and MOQs to recommend reorders.

Operations$9,200/yr est.

Quote + E-Sign + Discount-Policy Check

Checks discounts against policy, then quotes and routes straight to e-sign.

Manufacturing$9,100/yr est.

Supply Chain Deviation Alert

Classifies ERP supply-chain deviations and escalates the critical ones.

Operations$9,000/yr est.

Territory / Account-Plan Refresh

Finds whitespace in each rep's book and drafts the account-plan refresh.

Operations$8,600/yr est.

Offboarding Access-Revocation Checklist

Maps a leaver's full access footprint and revokes it after sign-off — audited.

Financial$8,400/yr est.

Invoice Processing — Email to ERP with PO Matching

Extracts invoices from the AP inbox, matches the PO in SAP Ariba, and routes exceptions.

Operations$8,400/yr est.

Pipeline-Risk & Stale-Deal Sweep

Scores every open deal for slip risk from stage age, activity and momentum.

Operations$8,400/yr est.

Supplier-Risk Scoring

Builds a structured supplier risk dossier from your intelligence base.

Operations$8,000/yr est.

Weekly Business Intelligence Report

Synthesizes cross-department KPIs into a Monday-morning intelligence report.

Operations$7,800/yr est.

Agentic Candidate Screener

Scores every CV against the job description and routes borderline candidates to the hiring manager.

Operations$7,800/yr est.

SLA Breach Detection + Smart Alert

Reads open tickets every 15 minutes and posts smart SLA-breach alerts.

Operations$7,200/yr est.

Duplicate Account/Contact Dedup Guard

Fuzzy-matches duplicate CRM accounts on a local model and routes every proposed merge for human sign-off.

Financial$7,200/yr est.

Monthly Financial Narrative Generator

Turns period figures into a board-ready financial narrative, on-prem.

Operations$7,200/yr est.

Offer Letter → E-Sign → Onboarding

Drafts offer letters against your comp bands, flags outliers, routes for approval and e-sign.

Operations$6,800/yr est.

Meeting-Booked → Pre-Call Briefing

Assembles account history and attendee research into a concise pre-call brief.

Operations$6,800/yr est.

Recruiting Pipeline Health & Bias Report

Produces the four-fifths-rule adverse-impact report regulators ask for, locally.

SaaS$6,500/yr est.

Sovereign Lead Enrichment Agent

Enriches new leads from internal data, scores them against your ICP, and syncs HubSpot.

Operations$6,400/yr est.

Document Approval & Policy Check

Scans new documents against your policy library and flags violations with the clause cited.

Operations$6,400/yr est.

Sentiment & Escalation Sentinel

Scores every customer message for frustration and escalates before it burns.

DevOps$6,200/yr est.

CI/CD Deploy Gate with AI Risk

Assesses merge risk from the diff and gates high-risk deployments behind a senior engineer's approval.

Legal$6,200/yr est.

Contract Review + Risk Flagging

Extracts clauses and risk-flags a contract PDF via RAG, with a sovereign AI summary routed for approval.

Legal$6,200/yr est.

NDA Key Terms Extractor

Extracts NDA key terms and cross-references your playbook, straight from Drive.

Operations$6,000/yr est.

360 / Performance-Review Synthesizer

Synthesizes peer, manager and self feedback into a balanced draft review — nothing leaves.

SaaS$6,000/yr est.

Lead Research & Personalised Outreach

Researches each new lead and drafts genuinely personalised outreach.

Operations$5,800/yr est.

Interview Scheduling Coordinator

Reconciles panel and candidate availability and books the interview slot that fits.

Operations$5,600/yr est.

Data-Entry / Cross-System Sync

Normalizes and validates changed records locally before syncing them across systems.

Operations$5,400/yr est.

Employee-Relations Case Triage

Classifies employee-relations reports locally, assesses urgency, and routes them discreetly.

Operations$5,200/yr est.

Employee Handbook / Policy Q&A

Answers policy questions grounded only in your actual handbook, with citations.

Legal$5,000/yr est.

EU AI Act Compliance Advisor

Answers plain-language EU AI Act questions with precise, cited passages.

Operations$4,800/yr est.

Meeting Notes → Action Items

Turns transcripts into owned, dated action items with tracked tasks.

Operations$4,800/yr est.

New-Hire / Exit Survey Sentiment

Clusters new-hire and exit surveys into themes — and what drives attrition.

Marketing$4,700/yr est.

Social Content Draft (Local AI)

Drafts the week's social content from your calendar, fully sovereign.

Operations$4,500/yr est.

Blog/SEO Publish Pipeline

Tunes finished drafts for search on a local model and routes them through editorial approval to publish.

Financial$4,200/yr est.

Invoice Approval with AI Reasoning

Extracts and validates invoice lines against policy; above-threshold goes to finance.

Operations$4,000/yr est.

Scheduled Reporting + Narrative

Turns your KPIs into a plain-English weekly narrative.

Operations$3,400/yr est.

E-Signature Routing

Prepares the e-sign envelope, routes signers in order and tracks the signature status.

Operations$3,200/yr est.

Intranet / Announcement Workflow

Rewrites rough announcements in your brand voice and publishes after approval.

Legal$3,100/yr est.

Policy Q&A over Internal Docs

Answers Slack policy questions with cited, on-prem RAG answers.

Operations

Compliance / Contract Document Review

Reviews documents for PII, risky clauses and policy gaps — citing the exact offending passage.

Operations

Internal Knowledge Q&A

Answers grounded only in your organisation's own knowledge base — with the source shown.