Have AI agents handle routine processes

Employees have AI agents handle recurring processes between programs, such as reconciling master data or compiling reports

Needs setupAI Act: no extra obligationsAutomating processes with AI agentsAll industries

Fits: Sales · HR · Finance & accounting · Purchasing · IT & software development · Office, administration & casework · Logistics & warehousing

Recurring clicking between programs runs by itself, such as transferring data or gathering material for reports.

Is this for you?

  • There is a process that runs the same way every week and touches several programs.
  • You can write it down step by step, including the exceptions.
First step today

Write down a process that annoys you as a numbered list, and use the template below to check which steps can be automated.

How to go about it

  1. Write down the most annoying process
  2. Clarify programs and access
  3. Set up the agent
  4. Test with approval first
  5. Let it run on its own step by step
  6. Check the logs regularly

Templates to copy

Try it now
in the training
Analyse
in the training
Plan the rollout
in the training
Included in the training

The complete guide

  • 6 steps explaining exactly what to do
  • 3 proven templates to copy into your own AI
  • Safe use: data, checking, deciding, informing
  • Pitfalls, effort and how to recognise success

With the training you get all 430 guides for as long as your access runs.

See the trainingOne-off per person, no subscription

Same approach, other use cases

13 more use cases follow the pattern “Automating processes with AI agents”.

Plan a content calendar and publish approved posts automaticallyCreate activity reports and invoices from recorded activitiesHandle air passenger rights cases largely automaticallyHave AI agents fix standard incidentsHave AI agents implement tickets on their ownHave AI match incoming payments to open invoicesHave AI prepare tax returns from last year and receiptsHave AI schedule meetings with several participantsHave AI send payment reminders in the right toneHave AI suggest time entries from calendars and documentsHave intercompany balances reconciled automaticallyHave AI sort online enquiries and arrange test drives
‹ PreviousSee all use casesNext ›

A-011 · Legal status 08.10.2026