Playbook

Benefits questions spike at enrollment and never fully stop, and the answers depend on plan documents most employees will never read. This guide covers grounding an agent in authoritative plan text, scoping by eligibility and location, handling enrollment deadlines, protecting sensitive disclosures, and staying firmly clear of advice.

Payroll queries cluster around a small number of questions asked by many people at the same time of month. This guide covers answering payslip questions from the employee's own data, scoping by jurisdiction and entity, protecting sensitive information, escalating anything touching a correction, and keeping payroll decisions with payroll.

SOC analysts spend most of their time enriching alerts rather than investigating them. This guide covers automating enrichment and correlation, producing dispositions with honest confidence, handing off to analysts with the investigation already assembled, and keeping containment actions under human authority.

Tax document intake is seasonal, high-volume, and unforgiving of errors. This guide covers classifying form types reliably, extracting fields with per-form accuracy measurement, validating against arithmetic and cross-document rules, handling jurisdiction variation, and keeping the preparer's review meaningful rather than nominal.

Access requests arrive as system names without context, and approvers rubber-stamp them because refusing is harder than approving. This guide covers capturing what the requester actually needs to do, matching that to the narrowest sufficient permission, routing to approvers with real decision context, defaulting to time-bound grants, and producing evidence reviews can use.

New starters lose their first week to missing accounts and access nobody requested in time. This guide covers driving provisioning from role definitions, gating anything privileged behind approval, sequencing dependencies correctly, verifying day-one readiness before the start date, and defaulting to least privilege rather than convenience.

Board packs consume weeks of executive time assembling numbers that already exist and writing narrative that changes little. This guide covers wiring reports to governed data sources, generating variance explanations from operational evidence, keeping materiality and forward-looking statements with executives, and building a pack people actually read.

Dispatch decisions balance travel time, skills, parts, commitments, and human factors that no simple optimizer captures. This guide covers modeling the constraints that actually bind, matching skills honestly, handling same-day disruption, preserving dispatcher override, and measuring the outcomes that matter rather than route efficiency alone.

Maintenance work orders arrive as unstructured descriptions and leave as unusable completion notes, which is why asset data never improves. This guide covers structuring intake, triaging priority against real criticality, planning parts and skills, gating anything safety-critical, and capturing completion data that is actually worth analysing.

Safety reporting fails because reporting is harder than not reporting, and near misses go uncaptured as a result. This guide covers making intake genuinely low-friction, classifying severity consistently, flagging regulatory notification triggers without deciding them, protecting reporter confidence, and keeping investigation and causation firmly human.

Shipment status lives across carrier systems in incompatible formats, and customers ask where their order is because nobody told them. This guide covers normalizing carrier data, detecting exceptions early, deciding what proactive communication is genuinely useful, and keeping commitments about delivery dates under human control.

ESG reporting fails on data collection, not disclosure drafting. This guide covers mapping every data point to a system or a person, chasing submissions relentlessly, converting units safely, marking estimates as estimates, and building the provenance trail that makes assured reporting possible.

Investor updates slip because writing them is unpleasant, and the ones that slip most are the months worth reporting. This guide covers wiring metrics to real sources, drafting narrative that does not oversell, framing asks that get answered, maintaining consistency investors can track, and keeping judgement with the founder.

Compliance teams answer the same regulatory questions repeatedly while the questions that need expert judgement wait in the queue. This guide covers grounding an agent in regulatory text and internal controls, scoping by jurisdiction and entity, citing sources rigorously, abstaining on interpretation, and routing judgement to compliance officers.

Pricing questions bottleneck deals while the answers usually already exist in rate cards, discount policy, and approval matrices. This guide covers building an assistant that retrieves the applicable pricing rules, computes within deterministic logic, routes exceptions to the right approver, and never lets a model invent a number.

Proposals fail on argument, not assembly, yet most of the effort goes into assembly. This guide covers capturing discovery findings in a structured way, building modular reusable content, keeping pricing out of automated generation, and preserving the part of a proposal that actually persuades as human work.

Supplier management degrades into reacting to problems because nobody has time to monitor hundreds of relationships. This guide covers building an agent that tracks delivery and quality performance, watches external risk signals, checks contract compliance, chases expiring documents, and leaves relationship and sourcing decisions to procurement.

Inventory decisions are made against stale data and rules nobody has revisited. This guide covers building an agent that watches demand and supply signals continuously, detects the exceptions that matter, proposes reorder actions with reasoning, and leaves purchase commitments under human control.

RFP responses consume specialist time reassembling answers the organisation has already written. This guide covers building a governed answer library, parsing requirements into answerable units, generating drafts that cite their sources, routing anything that constitutes a new commitment to a human owner, and measuring whether the thing actually saves time.

Most legal teams negotiate the same clauses repeatedly without knowing what they have already agreed. This guide covers extracting clauses from executed contracts, classifying them consistently, separating approved language from historical language, tracking deviation from the standard, and building retrieval that answers what position the company has taken before.

Credit memos consume analyst weeks assembling financials, market context, and covenant terms into a document a committee reads in twenty minutes. This guide covers automating the assembly, spreading financial statements with verification, extracting terms from facility documents, drafting the factual sections, and keeping credit judgement, risk ratings, and recommendations with the analyst and the committee.

Lab results arrive faster than clinicians can read them in context. This guide covers extracting structured values reliably, presenting them against reference ranges and prior results, surfacing trends rather than isolated numbers, abstaining rather than interpreting, and keeping clinical interpretation with clinicians.

Policy questions are asked constantly across HR, compliance, finance, and operations, and answered inconsistently by whoever is available. This guide covers grounding an agent in authoritative, versioned policy, scoping answers by jurisdiction and role, citing the clause every time, handling questions the policy does not answer, and escalating interpretation to the people who own it.

Prior authorization consumes clinical staff time and delays care. This guide covers determining whether authorization is required, assembling the clinical documentation a payer's criteria demand, submitting through the right channel, tracking status to resolution, and the firm boundary that an agent assembles evidence while clinicians make clinical judgements.