AI for Knowledge Work
Agencies, consulting, SaaS, professional services
22 use cases
Available Use Cases
5 minutes
Document Generation
Who uses it: Consultants drafting proposals and SOWs from project briefs
1-2 days
Data Extraction & Entry
Who uses it: Finance reading contracts for key terms and payment schedules
1 day
Knowledge Search & Retrieval
Who uses it: Consultants searching for similar past projects and methodologies
1 day
Meeting Intelligence
Who uses it: Consultants capturing client requirements and workshop outcomes
1 day
Analysis & Insights
Who uses it: Partners identifying most profitable clients and projects
1-2 days
Workflow Automation
Who uses it: Operations automating client onboarding and project setup
1-2 days
Project Scheduling & Optimization
Who uses it: Project managers balancing consultant workloads across multiple client engagements
1-2 days
Automated Market Research
Who uses it: Strategy consultants monitoring competitor service offerings and pricing changes
1 day
Client/Customer Communications
Who uses it: Account managers keeping clients updated on project status
1-2 days
Quality Assurance & Review
Who uses it: Partners reviewing proposals before sending to clients
1-2 days
Contract & Document Review
Who uses it: Partners reviewing client MSAs and contractor agreements for risk
1-2 days
Sales Enablement & Prospecting
Who uses it: Partners preparing proposals from CRM and past wins
1-2 days
Lead Scoring
Who uses it: Business development prioritizing inbound inquiries by likelihood to close
1-2 days
Training & Onboarding
Who uses it: Team leads ramping new consultants on methodologies and tools
1-2 days
Recruiting & HR Automation
Who uses it: Partners screening consultant resumes for skills and experience
1-2 days
Customer Support
Who uses it: Client services managing support tickets and implementation questions
1-2 days
Digital Marketing
Who uses it: Partners publishing thought leadership from expertise and trends
1-2 days
Vendor & Contract Management
Who uses it: Finance monitoring SaaS renewals and contractor agreements
1-2 days
Forecasting & Demand Planning
Who uses it: Partners predicting utilization and capacity from revenue pipeline
1-2 days
Proposal & Quote Generation
Who uses it: Consultants creating proposals from discovery calls and past similar engagements
1-2 days
Knowledge Work Estimation & Scoping
Who uses it: Project managers scoping client engagements with accurate effort estimates
1 day
Timesheet & Billing Narrative
Who uses it: Consultants and lawyers capturing billable time with professional narrative descriptions
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