Practical AI and automation use cases, grouped by function and tagged by industry. Each one shows what the AI does, what changes for the team, and the roles it typically redesigns. Projects like these can be funded at 70% under WDG(JR+), subject to eligibility and approval.
Building blocks are explained on the AI Transformation page. See also our technology and IT case studies.
What the AI doesScores and researches inbound leads, and drafts first replies.
What changes for the teamSales executives spend less time researching leads and more time on qualified conversations.
Typical roles redesignedSales executive, business development executive
What the AI doesReads enquiries, pulls pricing and stock, and drafts quotes for approval.
What changes for the teamSales coordinators move from typing quotes to approving them and managing margins.
Typical roles redesignedSales coordinator
What the AI doesDrafts responses from your past bids and capability documents.
What changes for the teamBid coordinators move from assembling drafts to sharpening win themes and pricing.
Typical roles redesignedBid coordinator, business development manager
What the AI doesDrafts them from client briefs and past work.
What changes for the teamAccount managers spend less time formatting and more time shaping the offer with the client.
Typical roles redesignedAccount manager
What the AI doesLogs emails, calls, meeting notes and next steps automatically.
What changes for the teamSales executives stop updating records by hand, and managers see a pipeline they can trust.
Typical roles redesignedSales executive
What the AI doesSummarises meetings and drafts follow-up emails and tasks.
What changes for the teamClient-facing staff leave meetings with the actions already written up.
Typical roles redesignedAny client-facing role
What the AI doesAnswers from your knowledge base and hands complex cases to staff.
What changes for the teamCustomer service officers move from repeat questions to complex cases, and supervise and improve the assistant.
Typical roles redesignedCustomer service officer
What the AI doesSorts the inbox by urgency and topic, and drafts responses.
What changes for the teamOfficers review and send replies instead of writing every one from scratch.
Typical roles redesignedCustomer service officer, admin executive
What the AI doesAnswers calls, takes bookings and logs requests.
What changes for the teamFront desk staff start the day with requests already logged, not a voicemail backlog.
Typical roles redesignedFront desk, customer service
What the AI doesSends proactive updates to customers.
What changes for the teamStaff stop fielding status calls and focus on the exceptions.
Typical roles redesignedCustomer service, operations executive
What the AI doesClassifies complaints, flags urgent ones and tracks sentiment trends.
What changes for the teamCustomer service managers fix root causes instead of sorting the inbox.
Typical roles redesignedCustomer service manager
What the AI doesCaptures supplier invoices and matches them to the PO and delivery order, sending only mismatches to a person.
What changes for the teamAccounts executives review exceptions and manage supplier terms instead of keying in invoices.
Typical roles redesignedAccounts executive, accounts assistant
What the AI doesMatches bank transactions to invoices and payments, and flags the ones that don’t match.
What changes for the teamStaff investigate the breaks instead of ticking off every line.
Typical roles redesignedAccounts executive
What the AI doesSends personalised reminders, and flags late-paying customers.
What changes for the teamCredit control spends its time on the accounts that need a conversation.
Typical roles redesignedCredit control, accounts executive
What the AI doesChecks claims and receipts against your policy, and flags exceptions.
What changes for the teamApprovers see only the claims that need a judgement call.
Typical roles redesignedAccounts assistant, HR executive
What the AI doesDrafts variance explanations for review.
What changes for the teamFinance managers edit and add judgement instead of writing commentary from scratch.
Typical roles redesignedFinance manager, management accountant
What the AI doesProjects cash flow from receivables, payables and history.
What changes for the teamFinance managers plan funding earlier, with fewer surprises.
Typical roles redesignedFinance manager
What the AI doesShortlists against your criteria, and a person makes the decision.
What changes for the teamRecruiters spend their time on interviews and candidate experience, not first-pass screening.
Typical roles redesignedHR executive, recruiter
What the AI doesAnswers new joiners’ questions from your handbook and walks them through onboarding.
What changes for the teamHR executives stop answering the same policy questions and focus on engagement.
Typical roles redesignedHR executive
What the AI doesBuilds rosters from demand, availability and your rules.
What changes for the teamManagers move from spreadsheet rosters to planning manpower and covering gaps early.
Typical roles redesignedHR or operations executive, outlet manager
What the AI doesFlags anomalies before payroll runs.
What changes for the teamPayroll errors are caught before payday, not after.
Typical roles redesignedHR and payroll executive
What the AI doesDrafts training materials and SOPs from your processes and documents.
What changes for the teamSubject experts review and approve instead of writing from a blank page.
Typical roles redesignedHR or L&D executive, operations manager
What the AI doesSuggests reorder quantities from sales history, seasonality and supplier lead times.
What changes for the teamPurchasing executives approve suggestions and manage suppliers instead of building forecasts by hand.
Typical roles redesignedPurchasing executive, inventory planner
What the AI doesRaises POs from approved requests and chases suppliers for confirmations.
What changes for the teamPurchasing spends its time on negotiation and supplier performance.
Typical roles redesignedPurchasing executive
What the AI doesExtracts bills of lading, commercial invoices and packing lists, and checks them for discrepancies.
What changes for the teamDocumentation executives handle exceptions instead of re-keying documents.
Typical roles redesignedOperations executive, documentation executive
What the AI doesPlans jobs, crews and routes around demand and capacity.
What changes for the teamDispatchers manage exceptions and customer commitments, not the daily puzzle.
Typical roles redesignedOperations executive, dispatcher
What the AI doesReconciles stock records, including stock counts from images.
What changes for the teamWarehouse supervisors spend less time counting and more time fixing the causes of variance.
Typical roles redesignedWarehouse supervisor
What the AI doesFlags defects on the line from camera images.
What changes for the teamQC inspectors move from manual inspection to quality analysis and process improvement.
Typical roles redesignedQC inspector, quality engineer
What the AI doesUses machine data to schedule maintenance before breakdowns happen.
What changes for the teamTechnicians plan maintenance instead of reacting to breakdowns.
Typical roles redesignedMaintenance technician, engineer
What the AI doesBuilds schedules that adapt to orders and capacity.
What changes for the teamPlanners handle the trade-offs and priorities instead of rebuilding the schedule by hand.
Typical roles redesignedProduction planner
What the AI doesDrafts daily progress and safety reports from site photos and voice notes.
What changes for the teamSite supervisors spend less time on paperwork and more on coordination and safety.
Typical roles redesignedSite supervisor, project coordinator
What the AI doesDrafts inspection reports from photos and checklists.
What changes for the teamInspectors finish reports on site instead of writing them up later.
Typical roles redesignedInspector, facilities supervisor
What the AI doesClassifies, prioritises and dispatches requests from email, chat and QR codes.
What changes for the teamCoordinators move from sorting requests to managing service levels.
Typical roles redesignedFacilities coordinator, service supervisor
What the AI doesPlans the calendar and drafts social posts in your brand voice.
What changes for the teamMarketing executives plan campaigns and edit AI drafts instead of producing every post.
Typical roles redesignedMarketing executive
What the AI doesWrites product descriptions and translations at scale.
What changes for the teamE-commerce executives move from data entry to merchandising and campaign planning.
Typical roles redesignedE-commerce executive
What the AI doesPulls results across channels and summarises what worked.
What changes for the teamMarketers spend their time on what to change, not on compiling reports.
Typical roles redesignedMarketing executive, marketing manager
What the AI doesFinds content gaps and drafts updates so your pages answer what customers search for, including in AI search tools.
What changes for the teamMarketing executives focus on strategy and quality instead of keyword spreadsheets.
Typical roles redesignedMarketing executive
What the AI doesBuilds the weekly KPI pack and writes commentary on what changed.
What changes for the teamAnalysts move from compiling numbers to explaining them.
Typical roles redesignedBusiness analyst, operations manager
What the AI doesLets managers ask questions in plain English and get answers and charts from their own data.
What changes for the teamManagers get answers without waiting for someone to build a report.
Typical roles redesignedManagers and directors
What the AI doesDrafts board and management packs from your numbers and notes.
What changes for the teamFinance managers and executive assistants check and refine instead of assembling packs from scratch.
Typical roles redesignedFinance manager, executive assistant
What the AI doesTracks competitors, pricing and market news, and summarises what matters.
What changes for the teamBusiness development acts on insight instead of searching for it.
Typical roles redesignedBusiness development, strategy
What the AI doesReviews contracts against your checklist and flags deviations.
What changes for the teamLegal and contracts staff focus on negotiation and risk calls.
Typical roles redesignedLegal executive, contracts manager
What the AI doesDrafts and updates SOPs and policies from your processes and regulations.
What changes for the teamCompliance and operations managers approve changes instead of rewriting documents.
Typical roles redesignedCompliance executive, operations manager
What the AI doesCollects and organises evidence for audits and ISO reviews.
What changes for the teamQA staff spend audit season reviewing evidence, not hunting for it.
Typical roles redesignedQA or compliance executive
What the AI doesWatches for regulatory changes and summarises what they mean for you.
What changes for the teamCompliance executives assess impact instead of scanning for updates.
Typical roles redesignedCompliance executive
What the AI doesResolves first-line tickets and routes the rest.
What changes for the teamIT support executives spend their time on projects and complex issues.
Typical roles redesignedIT support executive
What the AI doesHelps engineers write, review and test code.
What changes for the teamEngineers spend more time on design and delivery, and less on repetitive code.
Typical roles redesignedSoftware engineer, QA engineer
Most of our projects start with one we haven’t listed.