Turn signed contracts into an obligation register
Make signed commitments visible with clause-linked owners and deadlines. Surface renewal notice windows early enough for an owner decision, with dated context when available.
A FIELD GUIDE TO AI AT WORK
Good ideas. Better workflows.
Practical recipes for the work your business does every day.
ESSENTIALS / THREE FOUNDATIONS
People. Projects. P&L.
Build the foundations with three practical skills.
Start with what your team does.
Choose your recurring activities to build a starting set.
Match supplier invoices to purchase orders
Compare incoming invoices with open orders and prior records. Prepare supplier questions for invoices that need clarification.
Prepare a project expense classification for accounting review
Compare project spending with the approved capitalization policy. Give the accountant evidence for the proposed treatment.
Draft sustainability questionnaire answers from approved evidence
Prepare responses using current policies and reports. Keep unsupported questions visible for the responsible owner.
File incoming documents using consistent names and folders
Turn email attachments into organized shared records. Propose destinations and filenames using your document rules.
Compare supplier confirmations with purchase orders
Check what a supplier accepted against what you ordered. Route changed terms with the original documents attached.
Prepare payment reminders from verified invoice status
Turn overdue invoices into a reviewed follow-up queue. Draft reminders that reflect payment history and approved communication rules.
Prepare a contract version comparison for review
Show what changed between two contract editions. Keep changed wording connected to the original pages for the reviewer.
Turn scanned business mail into an actionable work queue
Convert paper correspondence into tasks with the original evidence attached. Help staff identify requests, deadlines and responsible owners.
Review lost deals when the original obstacle changes
Connect a fresh business signal to a previously lost deal. Draft outreach only when it addresses the recorded obstacle.
Check report claims against supplied sources
Create a review queue for factual statements in a draft. Connect each concern to evidence the editor can inspect.
Prepare a month-end close exception queue
Collect unusual accounting entries for the closing team. Keep each exception connected to its records and a responsible reviewer.
Flag differences between bank statements and ledger records
Compare bank transactions with ledger entries for the same account and period. Give the accountant a traceable list of unresolved differences.
Prepare an employment verification letter
Draft a letter from permitted employment facts. HR authorizes release.
Prepare a leave request for approval
Collect the details needed for time off. Route the completed request to its approver.
Check contract restrictions before changing prices
Review existing agreements before a proposed price change. Build a customer-by-customer table of notice periods, caps and consent requirements.
Handle a membership change using current account rules
Check a member’s requested plan change against current eligibility and pricing. Complete supported changes after confirmation and route exceptions to support.
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