59 everyday B2B processes, already assessed.
Recognise your own workday? Open a process for the step-by-step verdict, or start an audit for your own version of it.
59 of 59 processes
Can AI handle budget variance reporting?
Rules pull actuals and calculate variances, AI drafts the commentary and groups the drivers, budget owners explain the numbers and finance decides what changes.
Can AI follow up on NPS surveys?
Rules send surveys and route scores, AI tags comments and drafts replies, and a person calls detractors and decides what to change.
Can AI book sales meetings for your team?
Rules find free slots and send invites, AI reads replies and drafts options, and a person handles key contacts and the call itself.
Can AI enrich lead data?
Rules and data providers fill most lead fields, AI reads websites and matches records, people own consent and key accounts.
Can AI handle refund requests?
Rules decide and pay most refunds, AI sorts the requests and drafts replies, and a person handles exceptions and goodwill.
Can AI handle delivery tracking?
Carrier APIs and rules do the tracking, AI reads exceptions and drafts updates, and a person decides what to do about late or lost parcels.
Can AI write a content brief for SEO?
Tools pull SERP data, AI drafts outlines and questions, and an editor sets the angle and checks every claim before a writer starts.
Can AI run business credit checks on new customers?
Rules pull the report and apply the policy, AI summarises filings and flags risks, and people set the limit on borderline accounts.
Can AI handle employee offboarding?
Rules trigger the leaver checklist and cut access, AI drafts the handover note, and people hold the exit talk and final pay.
Can AI prepare a VAT return?
AI reads and codes invoices, rules calculate the VAT, and a person reviews the exceptions and submits the return to HMRC.
Can AI handle social media scheduling?
AI drafts and adapts the posts, rules schedule and publish them, and a person approves every post and answers the replies.
Can AI handle recurring billing?
Rules generate and send the invoices; AI reads change requests and drafts payment reminders; a person approves exceptions and credits.
Can AI write cold emails, and what about cold email templates?
AI researches prospects and drafts the first email; rules handle lists and timing, and a person approves what is sent.
Can AI write help centre articles?
AI drafts help centre articles from tickets and product notes; a person tests the steps before they go live.
Can AI help you respond to Google reviews?
Rules collect reviews, AI sorts them and drafts replies, and a person approves serious cases and fixes the cause.
Can AI handle performance reviews and appraisals?
Rules gather the facts and chase sign-off, AI summarises the year and drafts the text, and managers decide ratings and hold the conversation.
Can AI handle returns management?
Rules check eligibility, issue labels and refund, AI reads customer reasons and finds patterns, and people grade goods and decide exceptions.
Can AI handle staff scheduling and the rota?
Rules fit shifts to demand and legal limits, AI forecasts busy periods and suggests sick cover, and managers settle fairness and the policy.
Can AI handle payroll processing?
Rules calculate pay and submit to HMRC, AI flags odd numbers and answers payslip queries, and people approve each run and handle sensitive cases.
Can AI handle absence and holiday management?
Rules handle holiday requests, allowances and clash checks, AI answers questions and spots patterns, and people decide edge cases and sickness follow-up.
Can AI write job descriptions? A UK guide
AI drafts the job description from a template and checks wording, rules add pay and legal text, and a person approves it.
Can AI handle interview scheduling?
Rules and self-booking links do most of the scheduling, AI reads free-text replies, and a recruiter decides who meets whom.
Can AI handle cash flow forecasting?
Rules gather the numbers, AI estimates payment timing, and a finance lead sets assumptions and acts.
Can AI handle bank reconciliation?
AI matches the messy bank lines; rules clear the rest and a person signs off.
Monitoring inventory reorders
Can AI replace it? Quick verdict: partial automation is realistic; humans remain essential for exceptions, supplier relations and strategy.
Routing partner leads
Answer: No. Use deterministic lead routing, bounded AI for scoring, and human review for edge cases. Run a small pilot and measure failure modes.
Analysing won and lost deals
Quick process guide to whether AI can replace win loss analysis, with clear roles for automation, bounded AI and human review.
Handing over a won deal
A short process to move a won deal from sales to customer success, showing which parts AI can do and which need human judgement.
Following up after a sales demo
Can AI replace it? A practical process for sales demo follow up that mixes automation, bounded AI and human review.
Responding to RFPs
Can AI replace it? Quick verdict: use deterministic automation and bounded AI, keep humans for strategy and compliance checks.
Running a sales pipeline review
Can AI replace it? Quick verdict: AI can assist a sales pipeline review but not replace human judgement. Use automation, AI assistance, and human review together.
Summarising sales meetings
Short answer: No. AI can automate parts of ai sales meeting notes, but humans must validate context, decisions and compliance.
Researching sales accounts
Can AI replace sales account research? Short answer: not completely. Use deterministic automation, bounded AI assistance and human review together.
Following up on quotes
Reminders on rails, AI drafts, and real conversations for the ones that matter.
Qualifying inbound leads
Enrich and score automatically; let a person judge fit and timing.
Preparing a first proposal
AI drafts from past proposals; pricing and promises stay with the owner.
Updating the CRM after sales calls
Turn call notes into suggested updates; a person approves before anything changes.
Negotiating a renewal
Prepare the numbers automatically. Keep the conversation human.
Chasing missing documents
Let systems track the gaps. Let AI handle the messy replies.
Processing purchase orders
Extract, match, and post. Only exceptions reach a person.
Approving supplier changes
Automate the paperwork; keep approval a deliberate human step.
Scheduling field visits
Rules can plan 90% of it. People handle the constraints rules don’t know.
Onboarding a new client
Consistent handovers without losing the personal welcome.
Preparing a quarterly business review
AI compiles usage and history; the CSM owns the story.
Handling a churn signal
Detect it automatically. Respond to it personally.
Reconciling monthly invoices
Match, flag, and route. Only the exceptions reach a person.
Processing supplier invoices
Extract and match automatically; mismatches and payment approval stay with a person.
Chasing overdue payments
A tone-aware cadence with a person stepping in before it gets tense.
Approving expense claims
Read receipts with AI; auto-approve the routine; escalate the odd ones.
Closing the month
Automate the checklist; judgement calls stay with the controller.
Screening job applications
AI summarises. People decide, and stay accountable for it.
Onboarding a new hire
Accounts, forms, and reminders on autopilot. The welcome is human.
Answering policy questions
AI answers from your own handbook. Sensitive cases route to HR.
Answering recurring questions
AI drafts from your docs; your team handles the edge cases.
Triaging incoming tickets
Classify and route automatically; a person owns priority calls.
Handling a formal complaint
Gather context automatically. The response is a person’s job.
Repurposing content
AI drafts variants from one source piece; a marketer edits and approves.
Reporting on campaigns
Pull the numbers automatically; write the insight with AI help.
Managing event follow-up
Sync contacts and send sequences; personal notes for the warm ones.