Reference asset
94 business processes an AI Employee can hold.
Assembled from the processes we have mapped in real installations, grouped by function. Each group also names the decisions we keep with a person — a list of what to hand over is only useful next to a list of what not to.
Citation: DigiAI.pro, “94 Business Processes AI Agents Can Take”, 2026. https://digiai.pro/ai-processes
Revenue & sales
Where response speed converts directly into won work.
- First response to inbound enquiries, within minutes, in your tone
- Qualification against fit criteria before a calendar is offered
- Enrichment of enquiries with company, role and prior-contact context
- Booking discovery calls and holding the slot
- Pre-call briefing notes for the person taking the meeting
- Follow-up sequences on unanswered enquiries
- Reactivation of enquiries that went cold months ago
- Quote and pricing pack preparation from a rate card
- Proposal drafting from prior engagements, with citations
- Proposal follow-up and objection triage
- Referral request and thank-you sequences at the right moment
- Pipeline hygiene: stage updates, stale-deal flags, missing fields
- Renewal and repeat-purchase prompts based on usage or cycle
- Win/loss note capture straight after the outcome is known
Keep human
- Setting price and commercial terms
- Deciding whether to walk away from a deal
- The relationship conversation itself
Client onboarding & intake
The stage where most goodwill and most hours leak at once.
- Conversational intake over web, SMS or voice
- Structured extraction of free-text answers into your schema
- Validation and chasing of missing or contradictory fields
- Identity, licence and document collection
- Contract and engagement letter preparation from a template
- Signature chasing and status visibility
- Deposit and first-invoice prompts
- Kick-off scheduling across multiple calendars
- Welcome sequences tailored to intake answers
- Practitioner or account-manager briefing packs
- Appointment reminders personalised to the case
- Onboarding checklist tracking with escalation on stalls
Keep human
- Clinical, legal or financial determinations
- Any decision to decline a client
Operations & admin
High-volume, rules-heavy work that quietly consumes salaried hours.
- Inbox triage: classify, prioritise, route, draft
- Document classification and risk scoring
- Summarising long documents into decision briefs
- Data entry between systems that do not integrate
- Invoice capture, coding and exception flagging
- Expense receipt matching
- Purchase order and supplier detail checks
- Scheduling and rescheduling across constraints
- Roster gap detection and cover requests
- Job and ticket routing to the right skill
- Status updates to clients without being asked
- Meeting notes, actions and owner assignment
- Internal knowledge answers from your own documentation
- Filing and naming conventions applied consistently
- Duplicate record detection and merge proposals
- Deadline and obligation tracking with early warning
Keep human
- Approving payments and irreversible transactions
- Anything with legal signature authority
Client service & support
Fast, accurate answers on the routine so people handle the difficult.
- Answering routine questions from your own records
- Order, booking and case status lookups
- Rescheduling and cancellation handling
- Complaint intake with sentiment-based escalation
- Warranty and eligibility checks against policy
- Refund and adjustment preparation for human approval
- Post-service follow-up and satisfaction capture
- Review request timing based on outcome
- Escalation packs: history, context and suggested resolution
- Out-of-hours coverage with morning handover
Keep human
- Serious complaints and anything with reputational risk
- Goodwill decisions outside policy
Marketing & growth
Consistency and follow-through, not content volume for its own sake.
- Enquiry source attribution and reporting
- Segmenting a list by behaviour rather than guesswork
- Nurture sequences that adapt to what was opened and read
- Case study drafting from project records
- Repurposing one asset across channels in the right register
- Event and webinar registration, reminders and follow-up
- Outbound research briefs on named target accounts
- Personalised first-touch drafting for human review
- Landing page and offer performance reporting
- Competitor and market monitoring digests
Keep human
- Brand positioning and messaging decisions
- Publishing claims about clients or results
Finance & reporting
Numbers assembled continuously instead of remembered monthly.
- Weekly revenue, pipeline and response-time reporting
- Debtor chasing with escalation ladders
- Payment plan monitoring and reminders
- Budget variance flagging against plan
- Timesheet gap detection and prompts
- Job profitability assembly from time and cost data
- Board pack preparation from current data
- Forecast input collection from owners
- Cost anomaly detection across suppliers
- Recovered-hours tracking against installed systems
Keep human
- Statutory reporting sign-off
- Forecast assumptions and commercial judgement
Compliance & governance
Auditable by construction — every decision logged with its reasoning.
- Classifying inbound regulatory correspondence
- Risk scoring with a confidence threshold
- Routing to the responsible officer with justification
- Obligation register monitoring and deadline alerts
- Policy-change impact summaries for affected teams
- Evidence collection for audits and reviews
- Access and permission review reporting
- Incident intake, classification and escalation
- Training completion tracking and chasing
- Sampling and re-scoring of past decisions against reviewers
- Retention and disposal schedule enforcement
- Third-party and supplier due diligence packs
Keep human
- Regulatory determinations and disclosures
- Any decision a regulator expects a named person to own
People & recruitment
Administration removed; every judgement about a person kept human.
- Application acknowledgement and completeness checks
- Interview scheduling across panels
- Reference and credential chasing
- Offer and contract pack preparation
- New-starter setup checklists across systems
- Induction sequence delivery and tracking
- Probation and review date prompts with prepared context
- Leave and roster query answering from policy
- Exit checklist and access removal tracking
- Internal FAQ answering from the staff handbook
Keep human
- Hiring, promotion and performance decisions
- Any disciplinary or wellbeing conversation
Work out what any of these are costing you today with the revenue leak calculator, or see where your business sits on the AI Maturity Index.