AI Use Cases
AI use cases that show how Aitomates helps customers
Representative scenarios we design, build, and support across sales, compliance, and operations.
What customers get
A clear, practical path from process discovery to automation that teams can trust.
Process discovery and mapping
We document the current flow, define ownership, and identify where automation creates immediate value.
Automation design and build
We connect systems, design AI-assisted steps, and implement guardrails for reliable execution.
Human-in-the-loop controls
Approvals, exceptions, and confidence thresholds keep your team in control.
Operational monitoring
Logs, alerts, and handoff visibility make it easy to manage and improve workflows.
Primary offer: AI Automation Assessment
A focused engagement to map your workflow and define a realistic automation plan.
Process map + automation scope
We document the workflow, identify handoffs, and define what can be automated safely.
System integration plan
We outline the systems involved, data sources, and required integrations.
Delivery roadmap
You get a phased plan with clear milestones and ownership.
Sales automation for revenue teams
Challenge
Inbound leads arrive across web, email, and chat. Sales teams spend time on enrichment, routing, and follow-ups instead of conversations.
Aitomates approach
We unify intake, enrich leads, score intent, and trigger personalized outreach with clear CRM handoffs.
What customers get
A reliable lead pipeline, faster responses, and clean data without manual re-entry.
KYC and onboarding for fintech
Challenge
KYC and onboarding require document checks, risk assessment, and audit-ready records across multiple systems.
Aitomates approach
We build a secure workflow that validates identity, logs every step, and routes exceptions to compliance.
What customers get
Consistent onboarding, traceable decisions, and integration with CRM and core systems.
Operations automation for complex handoffs
Challenge
Order-to-cash flows require coordination across finance, operations, and external registries, creating delays and rework.
Aitomates approach
We orchestrate credit checks, document assembly, and system handoffs with clear status updates.
What customers get
Fewer handoffs, consistent execution, and a smoother customer experience.
Customer support automation
Challenge
Support teams juggle tickets across inboxes and help desks, while response quality varies by agent and workload.
Aitomates approach
We connect channels, categorize requests, draft replies with guardrails, and route sensitive cases for human review.
What customers get
Consistent responses, clearer escalation paths, and better visibility into backlog and resolution status.
Finance operations automation
Challenge
Invoices and approvals move across email, spreadsheets, and ERP, creating delays and inconsistent audit trails.
Aitomates approach
We capture documents, validate fields, apply approval routing, and sync records to finance systems.
What customers get
More predictable processing, fewer manual touchpoints, and cleaner records for reporting.
Security & GDPR alignment
Designed to support secure, compliant data handling across your automation workflows.
Data minimization
We scope data access to what is needed for each workflow and document processing boundaries.
Access controls
Role-based access and approval steps keep sensitive actions under clear ownership.
Auditability
Logging and traceability make it easier to review and improve automated decisions.
Ready to map your use case?
Share your workflow and we will outline the automation path, scope, and delivery plan.