Operations
Agents assist with reporting, follow-up, and document handling. Free up time for strategic work by automating routine operational tasks.
What agents can do
Report generation
Compile data from multiple sources into regular reports and dashboards.
Task follow-up
Track open items, send reminders, and escalate overdue tasks.
Document processing
Extract information, classify documents, and route to appropriate teams.
Data reconciliation
Compare records across systems, flag discrepancies, and suggest corrections.
Typical results
•Hours saved on routine reporting
•Fewer tasks falling through the cracks
•Faster document processing
•Cleaner data across systems