Project examples

Concrete examples, in plain words.

Preparing a quote, following up customers, reading applications, checking information before quoting it: this is the kind of work your AI can take on. Examples by profession and by size of company, from the sole trader to the manufacturer with more than 100 employees.

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Examples 01 / Sole trader

One more partner in the day

When you work alone, every hour counts. Here is the kind of task your AI can take on.

Answering the questions everyone asks

"When are you open?", "Do you work in this area?", "How long does a quote take?": your AI prepares the recurring answers from your documents. You review, you send.

Preparing quotes from a message

A customer writes or sends a photo of what they want: your AI gathers the useful information, spots what is missing and prepares the outline of the quote. You set the price, you sign.

Not forgetting any follow-up

Your AI follows the quotes sent, the invoices to chase and the meetings to prepare. A clear brief each week, instead of three hours spent looking.

Preparing meeting reports

After a meeting, you dictate or write down the essentials: your AI turns them into a clean report to send to the customer or to file.

Staying up to date without searching

The rules of your trade, the news of your sector, what is changing around you: your AI watches and sends you a weekly brief in a few lines.

What stays in your hands

The price, the promise made to the customer, the choice to reply or not. Your AI prepares, you decide.

Examples 02 / Craftsman or retailer

The counter kept, even when it overflows

Between the job site, the shop and the phone, the office work takes time. Your AI can take it on.

Reading the requests and preparing the quotes

Your AI reads the requests arriving by email or through the form, spots the missing information and prepares the quote from your pricing habits. You validate, the customer receives faster.

Following up customers and reminders

Who asked for a quote? Who did not answer? Who deserves a call after the job? Your AI keeps the list and prepares the follow-up messages.

Answering everyday questions

Opening hours, availability, warranty conditions, procedures to follow: your AI prepares the answers from your documents and your habits, so that you do not repeat the same thing ten times.

Keeping watch over the sector

A new rule for your trade, an allowance you are entitled to, what competitors are doing: your AI watches and summarises.

Checking before asserting

Before publishing a standard on your site or promising a feature to a customer, your AI cross-checks the information against reliable sources and flags doubts. You check, you commit your word on an informed basis.

What stays in your hands

The price, the word given to the customer, the call that makes the difference. Your AI takes care of the rest.

Example 02.1 / Craftsman or retailer

Your AI for costing support

Construction, building and retail

Reading the large tender files

A public client or a developer sends you a tender file (DCE): dozens of documents, drawings, a specification. Your AI reads the file, spots the lots that concern you, extracts the quantities and the requirements, and prepares a reading note. You keep the time to price, instead of sorting pages.

Preparing the cost and schedule estimate

From the file it has read and your pricing habits, your AI prepares the breakdown by item, flags what is missing — a drawing, a detail about site access — and lists the questions to settle. You set the prices, you arbitrate.

Responding within workable deadlines

The response elements are ready, you review and you sign. The file goes out at the time you set, instead of waiting for your free evening.

Not forgetting what binds you

Guarantees, penalties, required insurance: your AI flags what the file asks for before any commitment. You do not discover a requirement after you have signed.

What stays in your hands

The price, the margins, the promise of deadlines and the signature. Your AI reads and prepares; you price, you commit your company.

Example 02.2 / Craftsman or retailer

Your workshop AI

manufacturing and job sites

Turning measurements into a clean record

Your measurements, your site photos, your handwritten notes: your AI tidies them into your document templates. It flags a missing or inconsistent dimension. You review and validate the record before it is used to manufacture.

Preparing the manufacturing briefs

From the signed quote, your AI prepares the workshop sheet: parts, materials, finishes, references, what has changed since the original quote. The workshop starts from a clear sheet, not from a weekend conversation.

Following the parts and the stock

Your AI keeps the list of orders to place and flags what will be missing before the production week. It prepares the messages to suppliers; you validate before sending.

Finding past work again

"How did we settle that problem on that job site?" Your AI finds the quote, the drawings and the exchange of the time, and puts them in front of you.

What stays in your hands

The control measurement, the quality of the part that comes out, the commitment on the deadline. Your AI keeps the paperwork; the workshop manufactures.

Example 02.3 / Craftsman or retailer

Your switchboard AI

reception and customer relations

Taking calls when you cannot

During the job, with a customer on the line or after hours: your AI picks up and takes the message properly. Nobody hits an answering machine.

Qualifying the request

A quote, a dispute, a supplier, a call from a salesperson: your AI works out what it is about and routes it to the right person. Urgent cases come up immediately; the rest waits for you to read them.

Preparing a call report

Contact details, summarised request, context: you read what has to be done, not a vague note to guess at.

Offering appointments outside opening hours

It knows your available slots and proposes them when you are unavailable. Nothing is scheduled without your confirmation.

Not prospecting, not promising

It takes the calls that come in. It does not approach anyone, does not announce prices and hands over to a human as soon as commitment is needed.

What stays in your hands

The reminder of urgent cases, the promise made to the customer, the decision to call back or not. The AI filters and forwards; you commit your word.

Examples 03 / Professional firm

Files ready to be read

Advice, accounting, legal, recruitment: the heart of the trade is judgement. The rest can be prepared.

See also "Your AI for preparing and analysing exchanges — sales and advisory team"

Preparing your files before each meeting

Your AI gathers the client's documents, reviews them and prepares a one-page summary. You arrive at the meeting prepared, instead of having spent the previous evening looking.

Checking large volumes of information

When you quote a figure, a rule or a source, your AI cross-checks the information against authorised documents, flags contradictions and prepares a verification note. This is one of the two cases we have already run under real conditions: a person keeps the final decision on what is retained.

Screening the applications received

For a recruitment agency: your AI reads the applications, matches them against the job criteria and prepares a sheet per profile, with the points to go deeper on. This is our second case run under real conditions. The recruiter sees who they want; the AI turns nobody down on its own.

Following deadlines and clients

Renewals, filings, points to handle: your AI watches the dates and prepares the reminders and follow-up messages.

Staying on top of the regulations

The texts that change in your field, summarised and sorted by theme, with a link to the original text. You judge the impact on your clients.

What stays in your hands

The advice, the conclusion, the decision about the candidate or the client. The trade, in one word.

Examples 04 / Small and medium-sized company

A team supported, not replaced

A few dozen people, files piling up, meetings to prepare: your AI supports the team's work.

See also "Your switchboard AI — reception and customer relations"

Preparing meetings and reports

Agenda prepared, documents gathered, report written and tasks allocated after the meeting. Everyone leaves with what they have to do.

Answering calls for tender

Your AI reads the specification, retrieves the answers already written in your previous files and prepares the response outline, with the list of documents to provide. Your teams focus on the substance of the offer.

Keeping up the sales pipeline

Proposals sent, follow-ups to make, meetings to prepare: your AI prepares the sales team's work from your customer relationship management software.

Screening applications when they arrive in numbers

Your AI reads the applications, classifies them against the job criteria and prepares the sheets to review. The recruitment managers keep the decision, and the criteria stay tied to the job.

Checking information before it circulates

A figure in a presentation, a claim in an internal document: your AI cross-checks against your authorised sources and flags what still needs confirming.

Reviewing your market

Competition, regulation, open calls for tender: your AI watches what matters to you and summarises the week.

What stays in your hands

Hiring decisions, commitments made to customers, arbitration between files. Your AI prepares, the team decides.

Example 04.1 / SME, mid-cap or head office team

Your AI for management control

the cockpit of your company

Talking with your company figures

"Where does my cash position stand?", "How many quotes are waiting for an answer?", "Which job sites are moving and which are dragging?" Your AI reads your management tools within the agreed limits and answers you in plain words, when you ask. Not one more spreadsheet: the answer to your question.

Preparing your team briefing

Cash position, quotes in progress, invoices to chase, projects ahead or behind: your AI gathers what matters to management and prepares a one-page note. You walk into the meeting informed.

Flagging what changes

A signed quote, an invoice past due, a variance against a project budget: the AI flags it when it happens and prepares the message that goes with it. You decide.

A scope written down plainly

What it is allowed to read, what it can do in your tools, what comes back to you: everything is agreed in writing before go-live. Processing follows the agreed arrangements, hosted on your premises if you wish.

What stays in your hands

Arbitrations, hiring decisions, commitments made to customers and banks. Your AI gathers the figures; you decide.

Example 04.2 / SME, mid-cap or head office team

Your AI for preparing and analysing exchanges

sales and advisory team

Arriving prepared for the first call

Your AI gathers what you already know about the prospect: past exchanges, quotes sent, topics already covered. You pick up on an informed basis, without digging through three software packages.

Noting the objections after the meeting

You dictate or write down the essentials of the exchange: your AI turns them into the report, the objections spotted, the decisions taken and the next step to prepare.

Following what was promised

Follow-ups to make, commitments left hanging, announced deadlines: your AI keeps the list and prepares the follow-up messages. You validate before sending.

Preparing the sales team briefings

What was launched this quarter, what was concluded, what is blocked: your AI prepares the team briefing from the validated reports.

What stays in your hands

The negotiation, the announced price, the commitment made. The AI prepares and reviews the exchanges; the salesperson speaks.

Examples 05 / Manufacturer with more than 100 employees

Volumes handled, a human decision

Abundant documentation, standards to follow, hundreds of applications: work at scale is made for your AI.

Checking information at scale

Documentation technical, supplier data, information for customers: your AI cross-checks information in large volumes, spots the gaps and prepares verification notes. The teams validate, compliance is not delegated to a machine.

Keeping watch over the standards

Your sector's standards, the texts that evolve, the deadlines to meet: your AI watches, sorts and summarises, with a link to the source.

Preparing tender files

Documents gathered, standard answers found, outline filled in: your AI prepares the file, your teams carry the offer.

Screening applications in volume

When a call for candidates attracts hundreds of responses, your AI reads, matches against the criteria and prepares the sheets to review. The recruiters decide who is called in, and the criteria are the ones for the job.

Following suppliers and complaints

Delays, non-conformities, exchanges to review: your AI classifies the files, prepares the follow-up letters and flags what deserves a quick decision.

Preparing management briefings

Figures gathered, notable facts of the period, open points: your AI prepares the meeting note. The analysis and the arbitrations stay with the managers.

What stays in your hands

The commitments made, the hiring and supplier decisions, the responsibility for what leaves the company. And, for sensitive uses, a review by the business and the legal side before go-live.

Your project

What job would you like to hand over to it?

Describe the task, the documents available and the decision that must stay human. That scope will form the basis of the discussion, and we will honestly tell you whether your need deserves an AI — or not.