Inbox patterns
- Triage & label — classify urgency, topic, and owner; surface VIP threads.
- Draft replies — generate responses from policy docs; human sends.
- Extract actions — turn threads into tasks with due dates.
- Digest — daily summary of what needs a human today.
CRM patterns
- Meeting notes → fields — structured updates after calls.
- Enrichment — fill firmographics before first outreach.
- Stale deal pokes — detect silence and propose next steps.
- Handoff packs — auto-build context for delivery teams.
Illustrative scenario (not a client claim)
Imagine a 12-person B2B team where reps spend an hour a day updating CRM after calls. An agent drafts field updates from transcripts; a rep approves in under a minute. Automation writes approved fields. Baseline: 5 hours/rep/week. Pilot metric: cut update time by 70% without increasing data errors.
How to start
Run the audit checklist on inbox and CRM alone. If multi-step language work dominates, you are in agent territory — see AI agents.
Want this applied to your stack?
Fixed-scope pilots for AI agents and automations. Map first. Ship one real workflow. Then run it.