77 use cases
Use cases for any business
Jobs that show up in almost any small team: inbox, follow-up, books, schedules, stock, and documents.
Any business use cases
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Customer support
Morning inbox triage into labeled queues
Each morning SI sorts the shared inbox into clear queues, flags what is urgent, and leaves draft replies for a person to review.
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Customer support
A weekly list of emails still waiting on you
Once a week SI finds threads where a customer, client or vendor is still waiting for your reply, and lists them with a suggested next step.
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Customer support
Answering 'where is it?' questions from your own records
When a customer asks about the status of an order, job, repair or application, SI looks it up in your system and drafts an accurate reply.
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Customer support
Refunds, returns and cancellations checked against your policy
SI checks each refund, return, cancellation or reschedule request against your written policy and drafts the answer for approval.
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Customer support
Building an FAQ from answers you have already written
SI reads past replies to customers, groups the questions that keep coming up, and drafts a plain FAQ or help page for you to edit.
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Customer support
Replies to online reviews and public comments
SI watches reviews, comments and messages on your public pages, flags the ones worth answering, and drafts replies in your voice.
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Customer support
A website or messaging chat assistant that hands hard cases to a person
SI answers common questions in chat from your own website and documents, and passes anything unusual to a person with the conversation attached.
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Customer support
After-hours and busy-time phone coverage
A voice assistant answers calls you would miss, handles common questions, takes detailed messages or requests, and sends staff a summary.
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Sales & follow-up
Follow-ups for quotes and estimates that went quiet
SI finds quotes and estimates with no reply after a set number of days and drafts a short, specific follow-up for each one.
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Sales & follow-up
Turning form and email inquiries into clean CRM records
SI reads each new inquiry from forms and email, creates or updates the CRM contact, and logs what they want and the next step.
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Sales & follow-up
Call notes into a follow-up email and tasks
After a sales or client call, SI turns your notes or the transcript into a recap email, CRM updates and dated tasks.
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Sales & follow-up
First-draft proposals from discovery notes
SI turns discovery notes and your past proposals into a structured first draft with scope, timeline and pricing options for you to edit.
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- A one-page brief on a prospect before you meet
- Personal outreach drafts and reply handling you approve
- Check-ins for repeat customers who are due
- Supplier invoices from email into draft bills
- Matching receipts to card transactions
- Reminders for overdue invoices, firmer as they age
- Finding work that was done but never invoiced
- Month-end close prep and the accountant's package
- Tracking subscriptions, contracts and renewal dates
- A year-end document packet for your tax preparer
- A one-page weekly snapshot for the owner
- One view of revenue across every place you take money
- Plain-language notes when a number moves
- Ad spend next to real results, in one sheet
- A weekly watch on competitors' prices and offers
- A weekly team report assembled from the tools you already use
- Monthly themes from customer questions, complaints and surveys
- Drafting next week's staff schedule from availability
- Turning how-we-do-it into written procedures
- Appointment confirmations, reminders and reschedules
- Meeting notes into owners and due dates
- Turning meeting requests and forwarded emails into calendar holds
- A morning briefing across inbox, calendar and tasks
- Turning incoming work and maintenance requests into scheduled jobs
- Reorder lists from sales pace
- Drafting purchase orders without a dedicated purchasing system
- Checking deliveries against what was ordered
- A daily watch for low stock and stuck orders
- Tracking supplier lead times and late deliveries
- Inventory value and aging report
- Checking customer orders against their PO and payment
- Product and service descriptions from specs, plus catalog cleanup
- A newsletter drafted from what actually happened
- A month of social posts from one source
- One talk, class or article into several pieces
- Refreshing tired web pages and search snippets
- Checking marketing copy for claims you cannot back up
- Reviewing and rewriting your automated emails
- Job postings drafted from a quick description of the role
- Summarizing job applications against the role's criteria
- Interview scheduling and a consistent question kit
- A new-hire onboarding checklist that actually gets followed
- An internal helper that answers staff questions from your own documents
- Tracking staff licenses, certifications and training renewals
- Reviewing timesheets and time off before payroll
- A first read of contracts for the terms that matter
- Filling routine forms from saved company details
- Short briefs from long documents
- Drafting bids, RFP responses and grant applications from past answers
- Pulling data out of PDFs and scans, and filing them
- Comparing vendors, tools or options in one decision sheet
- Handing recurring web-portal chores to SI
- A weekly announcements email for members
- Donation thank-yous and acknowledgment letters
- Volunteer sign-ups, reminders and gap filling
- Event registration, seating and reminders
- Membership renewals and a clean member list
- Session notes into progress updates for families or clients
- Lesson plans, quizzes and training materials for instructors
- Board packets and minutes for volunteer boards
- Pricing and margin check across your catalog
- Spotting supplier price increases on invoices
- A standing SI desk with an approval queue
- Speed-to-lead replies for new inquiries
- Cash-flow look-ahead from open invoices and bills
Don’t see yours?
Bring the task that keeps eating your week
If it is repetitive, rule-based, and lives in email, spreadsheets, a store, or a CRM, there is a good chance it can be drafted by SI and checked by you. Book a free 30-minute call and we will look at it together.