These are not hypotheticals. Each one exists because the manual version of it is already happening somewhere, badly, in a spreadsheet. They are here as a starting queue for your team rather than a menu of things to order from us, and size is relative rather than a quoted duration.
Medium Finance
The invoice coder
Reads every supplier invoice as it arrives, proposes the account code and cost centre, and puts it in front of a person to approve.
Reaches Xero or MYOBthe accounts inboxSharePoint
Guardrail. It proposes the coding. It never posts to the ledger on its own.
Small Finance
The debtor chaser
Drafts the follow-up on every overdue invoice, in your tone, ranked by what is worth chasing first rather than by what is oldest.
Reaches Xeroemail
Guardrail. Drafts sit in a queue. Nothing reaches a customer until someone sends it.
Small Finance
The reconciliation explainer
Takes the transactions nobody can place and searches two years of history for the ones that looked like them, with the reasoning shown.
Reaches Xerothe bank feed
Guardrail. Explains and suggests. The match itself is still a human click.
Large Finance
The quote-versus-actual checker
Compares what each job was quoted at against what it actually cost to deliver, and tells you which kinds of work quietly lose money.
Reaches the job systemtimesheetsXero
Guardrail. Only as good as the join between systems. Getting the keys right is most of this build.
Medium Operations
The job sheet reader
Turns a photographed, scanned or handwritten job sheet into a structured record, and asks a human about anything it could not read.
Reaches the job systema phone cameraSharePoint
Guardrail. Low confidence must route to a person, not resolve to a best guess.
Medium Operations
The supplier price watcher
Reads supplier price lists as they land, flags exactly what changed, and works out what the change does to your margin before you find out at invoicing.
Reaches the purchasing inboxyour price book
Guardrail. Never let it update a price book directly. Changing sell prices is a decision.
Small Operations
The exception triager
Reads carrier and supplier notifications, and separates the ones a customer genuinely needs to hear about from the noise.
Reaches emailthe order system
Guardrail. Draft the customer message. Do not send it automatically.
Large Operations
The procedure writer
Drafts a written procedure from a recording of someone actually doing the task, then re-checks it each quarter and flags the steps that no longer match reality.
Reaches SharePointscreen recordingsthe documentation system
Guardrail. A procedure nobody approved is not a procedure. Publication stays a human step.
Small Sales
The enquiry qualifier
Reads every inbound enquiry, works out who the company is, and drafts both the reply and the suggested next step before anyone has opened it.
Reaches the website formsemailthe CRM
Guardrail. Enrichment from public sources only, and the draft is a draft.
Medium Sales
The proposal first-drafter
Assembles a first draft from your own previous proposals and the notes from the call, so the blank page stops being the reason quotes go out late.
Reaches the CRMpast proposalsmeeting notes
Guardrail. Pricing must come from the price book, never from a previous proposal it happened to read.
Medium Sales
The CRM housekeeper
Finds the duplicates, the records owned by someone who left, and the opportunities that have not moved in a year, and proposes the fix for each.
Reaches the CRM
Guardrail. Merges and deletes are proposals. Bulk edits from an agent are how a CRM gets ruined in one afternoon.
Large Sales
The tender mapper
Reads the tender, maps every requirement to the evidence you already hold, and tells you plainly which ones you cannot currently answer.
Reaches the tender documentyour policy setpast submissions
Guardrail. The value is in the honest gap list. An agent that fills gaps with plausible text is a liability.
Medium People
The onboarding co-ordinator
Turns a start date into the whole checklist, raises the requests across every system, and chases the ones nobody has done by Friday.
Reaches the HR systemMicrosoft 365the ticket system
Guardrail. It can raise access requests. Granting the access stays with the approver.
Small People
The policy answerer
Answers staff questions from your actual policies, quotes the clause it used, and says so plainly when the policy does not cover the question.
Reaches SharePointTeams
Guardrail. Must cite, and must be able to say it does not know. A confident wrong answer on leave or conduct is worse than no answer.
Small People
The timesheet checker
Flags the timesheets that do not look like the person’s normal pattern, before payroll rather than after it.
Reaches the time systempayroll
Guardrail. Flags to a manager. This one never messages the employee.
Small People
The interview structurer
Turns everyone’s scattered interview notes into the same scorecard, so candidates are actually compared on the same things.
Reaches the ATS or a shared drive
Guardrail. It structures what the panel said. It does not score or rank candidates.
Medium IT & security
The alert triager
Takes a security alert, gathers the context from every other system that saw the same device or account, and writes the short summary of what it actually is.
Reaches the monitoring platformthe endpoint toolsthe ticket system
Guardrail. Isolating a device or disabling an account is never the agent’s call.
Medium IT & security
The access reviewer
Lists who can currently reach what, and flags the access that does not match the job the person actually does.
Reaches Microsoft 365the file serverthe line-of-business systems
Guardrail. Read-only. Removing access is a change with a rollback plan behind it.
Medium IT & security
The licence reconciler
Compares what you are billed for against what is actually assigned, and what is assigned against what anyone has used this quarter.
Reaches Microsoft 365the billing export
Guardrail. Reducing a licence count can breach a contract minimum. It reports. You decide.
Large IT & security
The documentation gap finder
Compares what you are being billed for against what is actually documented, and surfaces the things running in your business that nobody has written down.
Reaches the documentation systemthe billing datathe monitoring platform
Guardrail. Findings belong in a dated report, never written silently into a live document.
Medium Legal & risk
The contract register builder
Reads the contracts you already signed and pulls the dates, notice periods, liability caps and auto-renewals into one register you can actually search.
Reaches the contract folderSharePoint
Guardrail. Every extracted term links back to the clause it came from, so it can be checked.
Small Legal & risk
The renewal early warning
Tells you a notice period is closing while you still have time to do something about it, rather than the week it renews.
Reaches the contract registercalendars
Guardrail. Warns early and warns twice. Silence is the failure mode that matters here.
Large Legal & risk
The privacy request mapper
Works out where one person’s data actually lives across your systems, so a privacy request is a task rather than a fortnight.
Reaches Microsoft 365the CRMthe file server
Guardrail. Under the Privacy Act you have 20 working days. Build this before you need it, not during.
Large Legal & risk
The incident timeline builder
Assembles a defensible chronology from logs, tickets and email when something has gone wrong and the question is what happened when.
Reaches the monitoring platformthe ticket systememail
Guardrail. Evidence handling matters. This one is built to preserve, never to tidy.
Nothing in that group yet. Choose another, or tell us the job you actually have.