Trigger

PDFs emailed to AI agent email address

AI

Extracts tables and converts files into structured Excel sheets and emails to executives

Result

Fast access to usable data

Trigger

User uploads a spreadsheet into Action Items

AI

Enters and validates most records automatically

Result

Team reviews only exceptions and processes data faster with fewer errors

Trigger

System detects new patient approval

AI

Creates follow-up tasks for appropriate team

Result

Higher collection rates with less administrative effort

Trigger

Service changes detected in order system

AI

Verifies details and creates tasks for people to implement changes

Result

Faster response to changes

Trigger

New quotes and proposals are created

AI

Creates follow-up tasks for sales to update outcomes and reasons

Result

Builds a richer dataset to improve forecasting and win rates

Trigger

New quote request submitted

AI

Checks local pricing rules, auto-approves standard deals, and creates review tasks for exceptions

Result

Faster and easier approvals

Trigger

Quote request in new region

AI

Gathers market data and creates pricing proposal task for pricing manager

Result

Faster pricing

Trigger

New test results available

AI

Evaluates results against protocols and creates tasks for nurses when adjustments are needed

Result

Safer care, consistent compliance, and lower supply costs

Trigger

New employee added to system

AI

Generates onboarding tasks and tracks completion automatically

Result

Faster ramp-up and improved retention

Daily

AI agents asks for audio updates from team

AI

Updates existing tasks and creates new tasks based on updates

Result

Faster development