AI for Knowledge Work
Agencies, consulting, SaaS, professional services
12 use cases
Available Use Cases
1-2 days
Document Generation
Who uses it: Consultants and account managers
Examples: Proposals, SOWs, status reports, meeting summaries, client briefs
Immediate
Data Extraction & Entry
Who uses it: Finance and admin teams
Examples: Client contracts, expense receipts, timesheet exports, compliance docs
1-2 hours to set up
Internal Knowledge Search
Who uses it: Consultants and project teams
Examples: SOPs, playbooks, past project briefs, templates, client learnings
2-3 hours to build prompts
Quality Review & Error Checking
Who uses it: Project teams and delivery managers
Examples: Deliverables, reports, presentations, client communications
Immediate
Customer/Client Communications
Who uses it: Account managers and consultants
Examples: Status updates, meeting summaries, progress reports, change requests
Immediate
Analysis & Insights
Who uses it: Partners and operations teams
Examples: Utilisation rates, project profitability, pipeline health, client metrics
Immediate
Scheduling & Resource Allocation
Who uses it: Resource managers and team leads
Examples: Projects, team members, skills, availability, deadlines
Immediate
Lead & Sales Support
Who uses it: Partners and business development
Examples: Proposals, capability statements, pitch decks, case studies
2-4 hours to set up
Training & Onboarding
Who uses it: Team leads and new consultants
Examples: Methodologies, client protocols, tools training, quality standards
Immediate
Forecasting
Who uses it: Partners and resource managers
Examples: Project pipeline, revenue forecasts, capacity needs, utilisation trends
2-4 hours per workflow
Workflow Automation
Who uses it: Project managers and ops teams
Examples: Project kickoffs, approval workflows, status updates, handoffs
Immediate
Hiring & Recruitment
Who uses it: Partners and people teams
Examples: Consultant roles, graduate programs, specialist positions, contractor sourcing
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