AI employee examples for real business workflows.

Each role starts with a proven pattern, then gets tailored to your tools, knowledge, tone, approval rules, KPIs, and escalation paths.

Core roles

Productised examples, bespoke implementation.

AI Revenue Assistant

Captures, qualifies, follows up, and reports on revenue opportunities so fewer leads, viewings, proposals, and enquiries fall through the cracks.

  • Lead response and qualification
  • Follow-up reminders and sequences
  • CRM updates and opportunity notes
  • Owner or manager pipeline briefings

AI Admin Assistant

Handles repetitive coordination, reminders, document collection, inbox triage, and internal updates around your existing operating process.

  • Document/request chasing
  • Inbox triage and draft replies
  • Task coordination and handovers
  • Internal status updates

AI Client Success Assistant

Improves client communication, meeting follow-up, task visibility, and account updates without adding extra account-management load.

  • Meeting summaries and next steps
  • Client status updates
  • Renewal and satisfaction check-ins
  • Escalation alerts

AI Reporting Assistant

Turns operational, sales, rental, matter, campaign, or service data into clear summaries, insights, owner updates, and client briefings.

  • Weekly/monthly reports
  • KPI summaries and exceptions
  • Data cleanup notes
  • Plain-English management briefings

AI Receptionist

Answers common enquiries, collects structured details, routes requests, and escalates urgent or high-value conversations to the right person.

  • Website and WhatsApp intake
  • FAQ handling within approved scope
  • Call/message routing
  • Urgent escalation

AI Operations Assistant

Keeps recurring workflows moving by watching handoffs, chasing missing inputs, preparing updates, and highlighting stuck work.

  • Workflow monitoring
  • Handoff checks
  • Backlog summaries
  • Exception reporting

Start with the right workflow

Find the first AI employee worth building.

The AI Opportunity Audit maps your workflows, bottlenecks, tools, risks, and the highest-value first implementation.

Explore the Audit