Enquiry-to-quote preparation
Understand new requests, gather missing details, prepare a structured hand-off and keep follow-up visible.
USE CASES
Less busywork.
More useful momentum.
The best first workflow is specific enough to test and valuable enough to matter. These are common starting points—not a promise to automate everything.
Client notes and next actions
Turn calls, voice notes and messages into summaries, actions, drafts and reusable project knowledge.
Request triage and updates
Classify requests, surface urgency, prepare stakeholder updates and organise the audit trail.
Questions and follow-up
Prepare answers from approved information, structure requests and keep people informed around the booking process.
Research and document flow
Build focused briefs, compare information and prepare drafts for a qualified person to review.
Daily and weekly reporting
Collect what changed, what is blocked, what needs approval and what should happen next.
THE TEST
Is the work repeatable, checkable and currently slowing someone down?
If yes, it may be a good pilot. If it depends mainly on empathy, negotiation, specialist judgement or unpredictable physical work, AI should support the person—not pretend to replace them.