Case studies
Practical AI AutomationExamples for SMEs
Simple examples of how an AI Employee can support daily business work. Each case explains the problem, the workflow, the output, and where human approval stays in control.
Case library
Choose a Workflow to Explore
Click into a case study for the full workflow, setup, controls, and recommended next step.
AI CRM Management Agent
A practical AI workflow for cleaning customer records, capturing meeting notes, and keeping follow-up actions visible.
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AI Market Lead Research Agent
A research workflow for building a cleaner target-company database before sales outreach begins.
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AI Outbound Campaign Agent
A workflow for turning lead lists into reviewed outreach drafts, follow-up reminders, and reply tracking.
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AI Document & Maintenance Control Agent
A control workflow for tracking records, expiry dates, reminders, and document preparation.
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AI Quotation & Invoice Preparation Agent
A workflow for preparing quotation drafts, invoice checklists, enquiry summaries, and follow-up reminders.
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Boss Personal AI Assistant
A personal operations workflow for daily briefings, reminders, meeting summaries, and task tracking.
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These examples are not fake client results. They are practical workflow scenarios showing how an AI Employee can be scoped, reviewed, and improved inside a real SME operating process.