Skip to content

Use cases

Real processes. Useful automations.

Turn manual, repetitive tasks into integrated, reliable and controllable workflows.

Assess a processDiscover our services

Every solution is designed around your processes, your business rules and your tools.

Finance

Check supplier invoices

Today: Every invoice is matched by hand against the purchase order and the goods receipt.

Input

Invoice INV-2041

Outlook

PDF received by email · €12,480

PO-887 + goods receipt

€12,100 · 3 lines

Automation

  1. 1.Extraction
  2. 2.3-way matching
  3. 3.Discrepancy checks

Output

Compliant invoice prepared

Ready to post

Compliant

€380 discrepancy detected

Line 3 · unit price

To review

What the automation takes care of

  • Extract the invoice data
  • Find the matching purchase order
  • Compare references, quantities, prices and taxes
  • Detect duplicates and discrepancies
  • Prepare compliant invoices in the ERP

Human control

Discrepancies, overruns and invoices without a purchase order still go through approval.

Purchasing

Compare supplier quotes

Today: Quotes arrive in every format and have to be re-keyed and harmonised in a shared table.

Input

3 supplier quotes

OutlookExcel

PDF, Excel, email body

Requirements

Expected quantities & lead times

Automation

  1. 1.Line extraction
  2. 2.Unit/currency harmonisation
  3. 3.Comparison

Output

Comparison matrix

Excel

Prices, lead times, terms

Generated

Quote B: lead time missing

To complete

What the automation takes care of

  • Extract items, prices and quantities
  • Harmonise units and currencies
  • Compare lead times and payment terms
  • Flag missing information
  • Generate a comparison matrix

Human control

Supplier selection and qualitative assessment remain human decisions.

Sales

Create an ERP order from an email

Today: Orders received by email, PDF or Excel have to be re-keyed into the ERP.

Input

“Urgent order, 24 × REF-1180”

Outlook

Email + PDF purchase order

Customer record & pricing

salesforce

Durand SAS · account 4412

Automation

  1. 1.Customer identification
  2. 2.Line extraction
  3. 3.Price & stock checks

Output

Draft order

24 × REF-1180 · delivery 12 Oct

Ready to approve

Acknowledgement

Outlook

Sent to the customer

Sent

What the automation takes care of

  • Identify the customer
  • Extract references and quantities
  • Check prices and addresses
  • Check stock availability
  • Prepare a draft order in the ERP

Human control

Unknown references, stock-outs and unusual terms are sent for verification.

Customer service

Qualify and route requests

Today: Incoming messages have to be read, classified and forwarded by hand.

Input

“My delivery hasn’t arrived”

Email, WhatsApp, form

Customer history

Orders, open tickets

Automation

  1. 1.Identification
  2. 2.Reason & urgency
  3. 3.Sourced reply

Output

Ticket qualified & assigned

Logistics · high priority

Routed

Reply suggested to the agent

With the sources used

To review

What the automation takes care of

  • Identify the customer and their file
  • Understand the reason for the request
  • Assess its urgency
  • Draft a reply from approved sources
  • Create or update the ticket
  • Route the request to the right team

Human control

Ambiguous, sensitive or binding requests are escalated automatically.

Internal knowledge

Find information with its source

Today: Information is scattered across procedures, contracts, manuals and document libraries.

Input

“What is the warranty period on range X?”

TeamsSlack

Question from a sales rep

Procedures, contracts, manuals

SharePoint

Approved sources only

Automation

  1. 1.Search the sources
  2. 2.Summary
  3. 3.Citation

Output

Answer with cited excerpt

T&Cs v4.2 · §7 · updated Mar 2026

Sourced

Conflicting sources flagged

2 versions of the document

To arbitrate

What the automation takes care of

  • Search approved sources
  • Provide a concise answer
  • Cite the document and passage used
  • Show the version and date
  • Respect existing access rights

Human control

If sources are insufficient or contradictory, the assistant says so rather than inventing an answer.

Logistics

Process proofs of delivery

Today: Delivery notes have to be read, matched to shipments and then filed.

Input

Signed delivery note

Photo or scan · sometimes unreadable

Shipment SHP-3310

Customer, references, quantities

Automation

  1. 1.Document reading
  2. 2.Shipment matching
  3. 3.Reservation detection

Output

Status set to “Delivered”

Proof filed

Closed

Partial delivery

2 of 3 parcels · reservation noted

To check

What the automation takes care of

  • Extract references and delivered quantities
  • Identify the customer and the shipment
  • Detect reservations
  • Update the delivery status
  • File the proof in the right folder

Human control

Unreadable documents, partial deliveries and inconsistencies are placed in review.

Quality

Structure non-conformities

Today: Quality incidents are scattered across emails, forms, photos and reports.

Input

Defect report

Outlook

Email + 4 photos + report

Product, batch, site

Excel

Traceability data

Automation

  1. 1.Structuring
  2. 2.Attachment grouping
  3. 3.Similar-incident search

Output

Non-conformity record

Batch 2210-B · Lyon site

Created

3 similar incidents found

Same batch · last 6 months

To analyse

What the automation takes care of

  • Identify the product, batch and site
  • Structure the defect description
  • Group the attachments
  • Detect incomplete files
  • Search for similar incidents
  • Create the planned follow-up tasks

Human control

Final qualification, root-cause analysis and the corrective decision remain human.

Reporting

Consolidate operational data

Today: Reports rely on files and exports coming from several teams.

Input

Exports from 4 teams

Excel

Excel, CSV, ERP extracts

Consolidation rules

Scope, periods, thresholds

Automation

  1. 1.Collection
  2. 2.Harmonisation
  3. 3.Anomaly detection

Output

Consolidated report

Power BI

Source & date on every data point

Ready

Missing period: North site

Week 37

To review

What the automation takes care of

  • Collect the approved data
  • Harmonise formats
  • Detect duplicates and missing periods
  • Identify unusual values
  • Isolate anomalies before generation
  • Keep the source and date of every data point

Human control

The manager reviews the anomalies and approves the report before distribution.

Recognise one of these processes?

Let’s look at how it really works.

Tell us about the process, the tools used, the volumes and the pain points. We’ll identify the simplest and most cost-effective solution.

Assess a processDiscover our services

First conversation with no commitment. Our recommendation may also be to simplify the process before automating it.