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Use Cases · Field guide

A field guide to the agents and automations we build

This is the working catalog of AI agents and workflow automations we deploy, sorted by the sectors that ask for them. Start with one agent, or connect several into a workflow that runs the plumbing and the judgment together.

Automation, GenAI, or both?

The first question on any project is whether the work needs deterministic automation, generative AI, or a combination. Automation moves data between systems by rules and never improvises. GenAI reads, classifies, drafts, and decides where a rule would be too brittle. Picking the wrong one is how projects stall, so we name it before we build.

Automation

Deterministic. Rules, integrations, moving data.

  • n8n
  • Zapier

GenAI

Judgment. Language, classification, drafting.

  • Anthropic Claude
  • Microsoft Copilot
  • OpenAI ChatGPT
  • Google Gemini

Automation (n8n, Zapier) is the right tool when the rules are fixed and the cost of a wrong answer is high: moving records between systems, triggering on a webhook, syncing a CRM, enforcing an integration. GenAI (Claude, Copilot, ChatGPT, Gemini) is the right tool when the work needs judgment: classifying intent, drafting language, reading a messy PDF, deciding what matters.

Most real solutions are both. Automation handles the plumbing, GenAI handles the judgment, and the two hand off to each other. When a project sounds like it needs one, it usually needs both, and we tell you which part is which before we quote it.

A la carte, or connected

You can start with a single agent and run it on its own, or connect several agents into one workflow where each hands its output to the next. Both are valid starting points: buy the one piece you need today, or wire a chain that runs a process front to back.

Email to work order

  1. 01 Email Triage Agent classifies an incoming request
  2. 02 It hands the classified request to the Work Order Management Agent
  3. 03 The Work Order Agent creates the ticket, notifies the right department, and tracks it to completion

Lead to call

  1. 01 Lead Scraping Agent builds a contact list
  2. 02 Qualifying Agent scores and filters the list
  3. 03 Cold Calling Agent or Cold Email Agent runs first contact and books the follow-up

The catalog, by sector

Pick a sector. Every agent inside is something we build. Find the one that matches the problem you came in with.

General Operations 4 Municipalities 7 Finance & Legal 11 HR 2 Procurement 3 Sales 9 Marketing 5 Support 7 Start-Ups 3 Radio Stations 1

The cross-functional agents that touch email, meetings, work orders, and the recurring busywork every department runs.

  1. Email Triage

    Classifies each message by subject, sentiment, intent, and action items, drafts a reply for you to send or edit, and builds your to-do list for the day.

  2. Newsletters Prep & Distribution

    Compiles department updates and photos into a recurring newsletter, sends it to your mailing list, and reports back open and click rates.

  3. Agendas & Meeting Management

    Connects to a self-scheduling book-a-meeting tool, builds a timed to-do list around your meetings, and auto-completes your timesheet.

  4. Work Order Management & Distribution

    Reads incoming emails, opens a work-order ticket, notifies the responsible department, and tracks the job to completion.

Worked example · Work Order Agent

  1. Reads the incoming email and pulls out the request
  2. Creates the work-order ticket
  3. Notifies the department responsible for the job
  4. Tracks the ticket through to completion

Resident-facing services matter most here, so the win is a build that improves city efficiency and the resident experience at the same time.

  1. PRAs (Public Records Act Requests)

    Handles records requests start to finish: intake, search the source documents, redact what the law requires, and respond to the requester.

  2. Building Permits

    Connects to your GIS data to give parcel-specific permit recommendations instead of generic boilerplate.

  3. City Planning

    Gives planning staff scenario modeling and document support so they spend less time pulling references and more time deciding.

  4. Building Inspector AI

    Speeds permit review and approval to cut the delays that stack up between submission and a decision.

  5. Digital Twins

    Plans development and projects against a live model of the site instead of a static drawing.

  6. Traffic Analysis

    Schedules road repairs predictively and adjusts signal timing dynamically from real traffic patterns.

  7. Emergency Services Resource Planning & Allocation

    Plans and allocates responders and equipment so the right units are positioned before the calls come in.

Agents for the numbers and the paperwork: reconciling, auditing, reading contracts, and connecting the systems that refuse to talk to each other.

  1. Bank Reconciliations

    Matches transactions against your ledger and flags the lines that do not reconcile.

  2. Fraud Detection

    Watches transactions for the patterns that signal fraud and surfaces them for review.

  3. Auditing Agent

    Walks through records against audit criteria and produces the supporting trail.

  4. Compliance Agent

    Checks activity against the rules you have to follow and flags where you are out of line.

  5. Contract Analyzer

    Reads a contract and pulls out the clauses, dates, and obligations that need attention.

  6. Balance Books

    Keeps the books balanced and catches the entries that throw them off.

  7. Financial Reports

    Assembles the recurring financial reports from your source data instead of a manual spreadsheet pass.

  8. Fiscal Planning Agent

    Models budget scenarios and forecasts so planning starts from numbers, not guesses.

  9. General Finance Co-Pilot

    Sits alongside your finance team to answer questions and run one-off analysis on the books.

  10. Data Structuring Agent

    Turns contract clauses, invoice line items, PDFs, and tables into editable structured data.

  11. Disjointed Applications Connector

    Bridges apps that have no API, for example moving AP invoices into a system like Tyler, so staff stop re-keying the same data twice.

Agents that handle the front end of hiring and the repeatable parts of onboarding and training.

  1. Talent Acquisition

    Writes the job posting, scores and vets candidates, handles first-touch outreach, and schedules the interviews.

  2. Training

    Simulates realistic scenarios to train new hires before they hit the real thing.

Agents for the buy side: invoicing that reads payment behavior, vendor quotes that stay current, and price comparison across sources.

  1. Invoicing Agent

    Creates invoices and sends reminders, and adapts the cadence to payment signals: if a client says payment lands in 15 days, it waits past day 16 instead of firing a generic day-10 nudge.

  2. Vendor Management Agent

    Refreshes vendor quotes as they near expiry and stores each vendor quote number in the notes of the client-facing quote so the link is never lost.

  3. Procurement Optimization

    Compares prices across distributors, vendors, and sites, and when an order cites our client-facing quote number, finds the matching vendor quote, generates the invoice, and updates the client.

The pipeline agents, from finding leads to qualifying, calling, quoting, and keeping the CRM honest.

  1. Lead Scraping Agent

    Builds a contact list from your target criteria so reps start with names, not a blank sheet.

  2. Qualifying Agent

    Scores and filters the list so reps spend their time on the contacts worth a call.

  3. Cold Calling Agent

    Runs first-touch calls with a human-sounding voice that adapts to the conversation and books the follow-up.

  4. Cold Email Agent

    Sends first-touch email that reads like a person wrote it and tracks who replies.

  5. CRM Updating Agent

    Logs calls, emails, and outcomes to the CRM so the record is current without a rep typing it in.

  6. Quoting Agent

    Builds quotes from your pricing and the deal details instead of a manual copy-paste.

  7. Proposal Writer

    Drafts the proposal from the deal notes and your templates for a rep to finish and send.

  8. RFP Search & Scoring Agent

    Finds open RFPs and scores them against your fit so you chase the ones worth bidding.

  9. RFP Scope & Criteria Analyzer

    Reads an RFP and pulls out the scope, requirements, and scoring criteria so you respond to what they actually asked for.

Worked example · Cold Calling Agent

  1. Feed in a contact list, or connect the Qualifying Agent to feed it directly
  2. Customize the script or let it auto-generate one with discovery questions and follow-ups
  3. Run the call with a human-sounding voice that adapts to how the contact responds
  4. Auto-schedule the follow-up and the next steps
  5. Sync the outcome to the CRM Agent for tracking

Agents that produce the recurring creative work: copy, sites, video, social, and long-form posts.

  1. AI Copywriter

    Drafts the copy for ads, pages, and campaigns in your voice for a human to edit and approve.

  2. AI Website Designer

    Builds and lays out web pages from your brief so you start from a draft, not a blank canvas.

  3. AI Video Creator

    Produces short video from a script or brief for social and campaign use.

  4. AI Social Media Manager

    Plans, drafts, and schedules social posts across your channels on a recurring cadence.

  5. AI Blog Post Writer

    Drafts long-form blog posts from a topic and your source material for editorial review.

The help-desk and IT-support agents, from ticketing and coordination to first-line troubleshooting and SOC co-pilot work.

  1. Ticketing Agent

    Opens, routes, and updates support tickets so nothing sits unrouted in an inbox.

  2. Support Coordinator

    Coordinates the support queue, assigns work, and chases the tickets that are going stale.

  3. Patch Management Agent

    Tracks which systems need patches and coordinates the rollout so machines do not fall behind.

  4. Basic Workstation Troubleshooting Agent

    Walks through first-line workstation fixes before a tech has to step in.

  5. Basic Network Troubleshooting Agent

    Runs first-line network checks and isolates where the connection is breaking.

  6. Basic Cybersecurity Troubleshooting Agent

    Handles first-line security checks and surfaces what needs a human's eyes.

  7. Security Analyst (SOC Co-Pilot)

    Sits alongside the SOC team, triages alerts, and pulls the context an analyst needs to make the call.

Agents for the early-stage problems: tracking sweat equity, shaping a business model from notes, and building other agents.

  1. Sweat Equity Tracking Agent

    Tracks the percent of work each person has completed so it can tie to compensation or equity.

  2. Business Model Agent

    Turns scrappy notes into a value proposition and suggests revenue streams, costs, target market, and channels.

  3. Build-a-bot Agent

    A system that builds other AI agents, so you can spin up a new one without starting from scratch.

Agents for the content library: making sense of large audio and video archives.

  1. Content Analysis

    Analyzes audio and video files, summarizes and categorizes the content, and connects related files to each other.

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