Use case library

Real-world use cases, sorted by area.

AI agents as I see them in companies, from the quote and the invoice to the weekly report. In each area the proven ones come first. Plan any example in the AI Project Planner with one click.

Area

Industry

New customers 11 agents

Map your market, find CRM gaps

Commercial register and directoriesScored against your criteriaMatched against the CRMList of missing companies

Know which good-fit companies are still missing.

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Find and answer public tenders

New tenders on simap.chFit and recommendation: bid or notAnswers drafted from past bidsYou review and submit

Never miss a tender that fits.

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Competitor radar for sales

Competitor posts and eventsInterested companies spottedChecked against your target profileTip with a hook for sales

Reach out warm instead of cold.

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From buying signal to meeting

Signal: growth, new role, website visitCompany and person researchedPersonal message draftedSales reviews and sends

Reach out at the right moment.

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Buying signals on demand

Describe your target profileNew registrations, job ads, growthCompanies with a fresh signalList with reasons

See who might be ready to buy right now.

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Job ads as a buying signal

New job ad at a target companyDoes the role match your offer?Contact person and hookMessage ready for approval

Get in touch when the need arises.

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Account research and tailored outreach

Target companyCompany, people and roles researchedMessage in German, French or ItalianApproval before sending

Every message with a real reason.

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Find target accounts and contacts

Target profileMatching companies foundRight people per companyList for the CRM

The right companies and the right people.

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Put your leadership network to work

Leadership's contactsScored against the target profileWho fits, who can introduceSuggestions for personal calls

Warm contacts instead of cold lists.

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Website visits as a sales tip

A company visits the websiteCompany identified, not the personPages viewed and fitTip for sales

See who is doing research right now.

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Call list with talking points

The week's signalsCompanies ranked by urgencyTalking points per callSales makes the calls

A list worth calling every morning.

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Enquiries and quotes 8 agents

Every lead prepared in minutes

Enquiry comes inCompany and person researchedCreated in the CRM and assignedReply draftedCall strategy ready

No lead waits. Every salesperson starts prepared.

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Quotes the same day

Request by email, PDF or ExcelItems recognisedPrices and lead times from the ERPQuote as a draftSales office reviews and sends

Quote faster than the competition.

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Prepared for every meeting

Meeting in the calendarCompany, people, history from the CRMNews and open pointsShort brief before the call

No more last-minute research before the call.

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Follow up on open quotes

Open quotes and lost dealsWhat changed at the customer?Reason and timing suggestedFollow-up email for approval

No quote gathers dust.

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A playbook for every positive reply

Positive reply to a campaignCompany and person researchedPlaybook for the conversationSales takes over

Act on warm interest right away.

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Sort replies to campaigns

Replies to email and LinkedIn campaignsInterest, question, out of office, opt-outReply draftedYes in Slack or Teams

No reply gets left behind.

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A tailored PDF for every lead

Meeting booked or warm replyResearch on the leadPDF in your brandSales checks and sends

Value before the first conversation.

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Website chat that advises and books meetings

Question on the websiteAnswer from your knowledgeNeeds clarifiedMeeting booked, lead in the CRM

Advice around the clock, in several languages.

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CRM and field sales 7 agents

Nightly CRM clean-up

Duplicates and empty fieldsCompany data enriched from the webStale deals and due follow-upsClear cases fixed, the rest to you

A CRM sales can trust again.

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Who should we call this week?

Companies in the CRMFit and current signalsRanked list with reasonsNext step per company

A reasoned list instead of gut feeling.

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Visit report from a voice memo

Voice memo after the meetingVisit report in the CRMTasks assignedFollow-up email drafted

Reports in a minute instead of in the evening.

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Spot cancellations early

Usage, complaints, paymentsChurn risk per customerAction suggestedOutreach prepared

Keep customers before they leave.

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Follow-ups by lead status

Form submittedMeeting booked or not?Matching sequence startsStops on reply

Every lead gets the right next step.

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Campaign cockpit across all tools

Data from CRM, email tool and adsBrought togetherPerformance per campaignPer person if needed

One view instead of five exports.

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Analyse sales calls

Recorded callObjections, competitors, risksCRM fields filledCoaching tips

Learn from every conversation.

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Content and campaigns 12 agents

From brief to full campaign

Campaign briefEmail, banners and posts draftedChecked against your brandMarketing and compliance approve

Live faster, always on brand.

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One piece of content, every channel, three languages

Article or webinarPosts, newsletter and website copyGerman, French, ItalianChecked for your tone of voiceMarketing approves

More reach from the same work.

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Campaign emails ready in HTML

Your email template, read in onceRequest via Slack or TeamsEmail ready in HTMLAdd images and links, send

Campaign emails in minutes, not hours.

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Campaign sparring with many test variants

Your campaign ideaMany deliberately different variantsA hypothesis per variantTest plan: what against what

Find the biggest lever, not the smallest.

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On-brand images in many variants

Idea for a post or adImage variants in every formatChecked against brand guidelinesTeam picks and approves

More variants, always on brand.

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Editorial plan, writing and review

The week's topicsPlan based on your goalsCopy in your voiceReview and fact checkApproval and publishing

Consistently visible without extra effort.

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Build email sequences and journeys

Goal of the journeyStructure and rulesCopy and personalisationStraight into the target systemTeam approves

Complete journeys without building every email by hand.

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Newsletter from your best content

The week's content and newsMost relevant for your readersNewsletter draftedApproval and sending

A weekly newsletter without the digging.

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Customer events: invite, remind, follow up

Right guests from the CRMPersonal invitationsReminders and questionsFollow-up with materialsEverything in the CRM

Full events, no guest slips through.

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Product copy in three languages

Item data from ERP or shopMissing details completedRight categoryCopy in German, French, Italian

Whole ranges online in every national language.

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The best clips from long videos

Webinar, podcast or eventTranscript analysedBest moments as clipsApproval and publishing

Many posts from one hour of video.

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Reply to comments and mentions

Comments and mentionsWhich deserve a reply?Reply in your company voiceApproval with one click

Present in the conversation without being online all day.

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Data, SEO and market 7 agents

The competition on one page

Websites, prices, job adsChanges spottedPut into context for youBriefing with a recommendation

You see first what moves in the market.

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Website analysis with test ideas

Google AnalyticsWhat works, where visitors drop offImprovements suggestedA/B tests with a hypothesis

Know every week what to test next.

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Analyse and improve Google Ads

Campaigns, search terms, adsWhat costs money and brings nothingNew copy and budget suggestionsChanges after approval

Less wasted spend, more enquiries.

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Get found in Google and AI search

Website and search dataVisibility in Google and ChatGPTGaps and outdated pagesIdeas for new content

Be found where customers ask today.

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SEO status every morning

Rankings in every marketCompared with competitorsChanges spottedShort report in the morning

A daily picture instead of manual exports.

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Ask your marketing data

Question in plain languageData from your marketing toolsAnswer with numbersNo report to build

Answers without waiting for a report.

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Measure what campaigns achieve

Website, ads, CRM, newsletterData brought togetherWhat leads to enquiries and revenue?Clear explanation

Budget where it works.

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Customer service 7 agents

Answers before the customer chases

Email comes inRequest and customer recognisedOrder, manual, past casesReply in the customer's languageTricky cases to the right person

Fast answers of consistent quality.

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Complaints with a photo, solved fast

Complaint with a photoDamage recognisedWarranty checked in the ERPReplacement or credit proposedCustomer informed

Solved instead of back and forth.

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Customer questions answered with ERP data

Question on delivery, stock or specsData from ERP and datasheetsReply draftedSales office checks and sends

Solid answers without digging through systems.

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Expert answers from guidelines and standards

Technical question from a member or customerAnswer from your documentsAlways with the sourceGerman, French, Italian

Expertise available around the clock.

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Phone assistant for off-hours

Call outside office hoursStandard questions answeredAppointment bookedThe rest handed to the team

No call gets lost.

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Keep help articles up to date

The week's questionsCompared with help articles and FAQOutdated and missing answers foundFix ready for approval

Help pages that answer the real questions.

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Make sense of customer feedback

Reviews, surveys, ticketsRecurring themesWhat annoys and delights customersIdeas for product and service

Know what really moves customers.

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Finance and admin 7 agents

Invoices that book themselves

Invoice as a PDFData extractedMatched with the purchase orderBooked in accountingOnly exceptions go to you

No more typing. You only check the exceptions.

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Contracts reviewed in minutes

Contract comes inCompared with your standardsRisks flaggedChanges draftedYou decide

No risk overlooked, signed sooner.

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Match payments and send friendly reminders

Incoming paymentsMatched to open invoicesReminder in the right tonePaused on a promise to pay

Paid faster without annoying customers.

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Contract deadlines under control

Contracts and subscriptionsNotice periods and renewalsFlagged in timeCancellation or reminder drafted

Never miss a deadline again.

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Month-end checks

Bank and supplier statementsMatched with the booksMissing receipts chasedUnusual costs flagged

Close faster and cleaner.

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Monthly report with commentary

Figures from accountingVariance to budgetArithmetic checkedReport with clear commentary

Numbers leadership understands at a glance.

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Handle data access and deletion requests

Request spotted in the inboxData searched across systemsReply draftedDeadline tracked

Privacy requests handled safely and on time.

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HR and recruiting 8 agents

New people ready from day one

Contract signedWelcome mail and onboarding planIT tickets for laptop and accessMeetings with the teamChecklist for the manager

Nothing forgotten. A first day that impresses.

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Reference letters from bullet points

Manager's bullet pointsReference in the customary styleChecked for hidden criticismHR approves

Fair references in a fraction of the time.

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Pre-sort applications

ApplicationsMatched against the requirementsAnonymisedReasoned shortlist, people decide

More time for the right interviews.

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Schedule interviews and collect feedback

Candidate selectedSlot with everyone involvedQuestions per roleFeedback collected

No more calendar ping-pong.

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Assistant for team leads

Performance review coming upGoals, notes, policiesPreparation and key questionsFollow-up drafted

Leading with less paperwork.

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Mandates and candidates in one

New leadership role postedMandate spottedMatching candidates from the poolProposal for the consultant

For search firms: mandate and shortlist together.

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Match candidates to open roles

Open role with criteriaMatched against the candidate poolBest fits brought forwardRecruiter decides

Don't wait for applications.

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Pre-selection by your rules

Companies or profilesChecked against your written rulesMatches addedUnclear ones to you

Your standards, applied consistently.

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Knowledge and reporting 11 agents

The weekly briefing writes itself

Figures from CRM, ERP and supportDeviations spottedPossible causes tracedOne page with decisionsIn your inbox on Monday

Fact-based decisions, without the legwork.

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Company knowledge on demand, with permissions

Question in chatOnly documents you're allowed to seeAnswer with the sourceNo answer without a basis

No more searching the intranet.

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Company memory

Campaigns, calls, playbooksIn one memoryQuestions across all systemsAnswer with context

Knowledge stays, even through holidays and departures.

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Ask your business numbers

Question like "Why did revenue drop?"Data from CRM, accounting, warehouseAnswer with numbersOutliers reported automatically

Answers to number questions without a report.

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Presentations in your company template

Topic and dataSlides in your company templateCharts from Excel or CRMRework and shorten in conversation

Finished slides instead of evenings in PowerPoint.

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New rules that affect you

Laws and industry rulesChanges spottedWhat does it mean for you?Affected processes reported

Never miss a rule change.

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Research report with fact check

Question or topicSeveral agents researchReport as PDFCheck pass against made-up facts

Thorough research in hours instead of days.

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Handbook and policies as a chat

Question on processes, holidays, ITAnswer from the handbookWith the sourceSensitive ones to HR or IT

Fewer questions for HR and IT.

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Meeting minutes and action items

Meeting or customer callMinutes, Swiss German includedAction items with ownersShared with everyone

Nobody has to take minutes anymore.

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Plan the leadership week

Calendar, emails, tasksThe week's prioritiesMeetings preparedReminders of commitments

A clear head for what matters.

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Needs interviews with many employees

Set the questionsAgent runs voice interviewsAnswers analysedWhere AI helps most

Hear the whole company, not just the loudest.

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Operations and logistics 11 agents

Orders from email and PDF into the ERP

Order by email, PDF or formItem numbers matchedAvailability checkedOrder in the ERP, unclear ones to the team

No more retyping orders.

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Morning route planning

New and changed ordersSupplier delaysRoutes planned within capacityAt-risk deliveries flaggedDispatch approves

The day plan is ready before the team arrives.

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Reports from on-site photos and notes

Photos, checklist, voice memoDefects and findings detectedFinished reportCheck and send

The report is done before you are back at the office.

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One service instead of many Zapier flows

Scattered automationsRebuilt as one serviceRetries failuresReports only real problems

Automations that do not fail silently.

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Manage systems by chat

Request in chatFields, workflows or contentChange preparedConfirmed and applied

Maintain CRM and platform without admin skills.

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Request quotes and compare suppliers

RequirementRequests to suppliersCompare price, lead time, termsOrder prepared

Buy better with fewer emails.

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Handover from sales to delivery

Deal wonHandover with every promiseKick-off scheduledWelcome email and access

Nothing gets lost between sales and delivery.

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Project status and client updates

Milestones and deliverablesChecked against scopeWeekly update draftedRisks flagged early

Clients always know where the project stands.

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Check and clean master data

Customers, items, suppliersGaps, duplicates, contradictionsFix with a sourceClear cases corrected

Clean data as the basis for every agent.

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Check every case, not samples

Reports, invoices, callsAgainst your checklistErrors foundList for rework

Everything checked, not just a sample.

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Stock levels under control

Stock and salesShortages and overstockReorder suggestedPurchasing decides

Fewer empty shelves, less tied-up cash.

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Industry solutions 4 agents

Property management: requests and damage

Tenant request or damage reportTrade and urgencyCase openedContractor order prepared

Damage fixed faster, tenants kept informed.

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Insurance: pre-check claims

Claim by phone, email or formCover and completeness checkedMissing details requestedCase ready for the claims handler

Faster to a decision, people decide.

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Newsroom: sift and prepare news

Wire copy and sourcesSorted and summarisedStory and teaser draftedEditors approve

Hospitality: bookings and guests

Booking request by email or phoneConfirmedPersonal info before arrivalGuest questions in several languages

Guests feel welcome before they arrive.

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Your idea is not on the list?

Describe it in the AI Project Planner. In 10 minutes you get a project plan with goal, effort, budget recommendation and roadmap.

Plan an AI project

Let's talk about your project.

Tell me about your idea: on a video call from anywhere in German-speaking Switzerland, or over lunch in the Zurich area. I'll tell you straight away how I would build it.

I reply within one working day with a proposed time.

Prefer email? felix.zeeb@geistzeit.ch