AI Agent Catalogue
Discover how AI agents can transform every role in your organization. Our comprehensive matrix shows the specific tasks each role can automate with intelligent AI agents.
Role-Based AI Agent Matrix
Explore how AI agents can enhance specific roles by automating key tasks. Each cell shows concrete examples of what AI agents can do for that role and task combination.
Role
Research
(summarize & interpret)
Review
(assess & improve)
Create
(generate new)
Converse
(dialogue)
HR
• Summarize candidate profiles
• Benchmark salaries
• Consolidate employee survey results
• Assess CVs against job criteria
• Check job ad tone
• Verify consistency in policy docs
• Write job ads
• Generate onboarding texts
• Draft training materials
• Chat with candidates about the process
• Answer employee policy questions
• Interview practice bot
Project Management
• Summarize project status
• Condense risk registers
• Synthesize stakeholder feedback
• Review project plans
• Critique meeting notes
• Check clarity of requirements
• Generate project reports
• Draft timelines
• Create risk logs
• Q&A bot for project status
• Clarify responsibilities
• Answer timeline questions
Customer Support
• Summarize prior customer conversations
• Extract key complaints
• Condense product FAQ
• Evaluate draft customer replies
• Check tone/politeness
• Flag inconsistent answers
• Draft customer replies
• Generate FAQ entries
• Create troubleshooting guides
• FAQ chatbot
• Troubleshooting assistant
• Escalation explainer
Sales & Marketing
• Summarize market reports
• Condense customer interviews
• Track competitor messaging
• Review campaign text
• Critique sales pitch decks
• Evaluate social copy
• Generate campaign copy
• Draft sales pitches
• Create blog outlines
• Prospect chatbot
• Event info assistant
• Product explainer bot
Leadership
• Summarize trend reports
• Distill competitor updates
• Consolidate board materials
• Review management reports
• Check clarity of strategic docs
• Highlight inconsistencies
• Generate presentations
• Create strategy summaries
• Draft CEO messages
• Strategy Q&A assistant
• Leadership comms helper
• Vision explainer
Finance
• Summarize financial reports
• Condense audit findings
• Explain tax regulation updates
• Review narrative reports
• Check plain-language clarity
• Spot inconsistencies in commentary
• Generate financial summaries
• Draft investor updates
• Create budget narratives
• Finance Q&A bot
• Explain budget lines
• Answer expense policy questions
IT/Operations
• Summarize incident logs
• Condense monitoring alerts
• Highlight recurring issues
• Review incident reports
• Check handover notes
• Critique SOP drafts
• Draft operational updates
• Generate troubleshooting guides
• Create training snippets
• Tech support chatbot
• Explain error codes
• Guide password resets
Legal/Compliance
• Summarize contracts
• Condense new regulations
• Extract key clauses
• Review agreements
• Check NDA drafts
• Flag non-compliant clauses
• Generate contract summaries
• Draft policy briefs
• Create compliance training text
• Policy Q&A bot
• Explain GDPR rules
• Employee compliance assistant
HR
Research
(summarize & interpret)
• Summarize candidate profiles
• Benchmark salaries
• Consolidate employee survey results
Review
(assess & improve)
• Assess CVs against job criteria
• Check job ad tone
• Verify consistency in policy docs
Create
(generate new)
• Write job ads
• Generate onboarding texts
• Draft training materials
Converse
(dialogue)
• Chat with candidates about the process
• Answer employee policy questions
• Interview practice bot
Project Management
Research
(summarize & interpret)
• Summarize project status
• Condense risk registers
• Synthesize stakeholder feedback
Review
(assess & improve)
• Review project plans
• Critique meeting notes
• Check clarity of requirements
Create
(generate new)
• Generate project reports
• Draft timelines
• Create risk logs
Converse
(dialogue)
• Q&A bot for project status
• Clarify responsibilities
• Answer timeline questions
Customer Support
Research
(summarize & interpret)
• Summarize prior customer conversations
• Extract key complaints
• Condense product FAQ
Review
(assess & improve)
• Evaluate draft customer replies
• Check tone/politeness
• Flag inconsistent answers
Create
(generate new)
• Draft customer replies
• Generate FAQ entries
• Create troubleshooting guides
Converse
(dialogue)
• FAQ chatbot
• Troubleshooting assistant
• Escalation explainer
Sales & Marketing
Research
(summarize & interpret)
• Summarize market reports
• Condense customer interviews
• Track competitor messaging
Review
(assess & improve)
• Review campaign text
• Critique sales pitch decks
• Evaluate social copy
Create
(generate new)
• Generate campaign copy
• Draft sales pitches
• Create blog outlines
Converse
(dialogue)
• Prospect chatbot
• Event info assistant
• Product explainer bot
Leadership
Research
(summarize & interpret)
• Summarize trend reports
• Distill competitor updates
• Consolidate board materials
Review
(assess & improve)
• Review management reports
• Check clarity of strategic docs
• Highlight inconsistencies
Create
(generate new)
• Generate presentations
• Create strategy summaries
• Draft CEO messages
Converse
(dialogue)
• Strategy Q&A assistant
• Leadership comms helper
• Vision explainer
Finance
Research
(summarize & interpret)
• Summarize financial reports
• Condense audit findings
• Explain tax regulation updates
Review
(assess & improve)
• Review narrative reports
• Check plain-language clarity
• Spot inconsistencies in commentary
Create
(generate new)
• Generate financial summaries
• Draft investor updates
• Create budget narratives
Converse
(dialogue)
• Finance Q&A bot
• Explain budget lines
• Answer expense policy questions
IT/Operations
Research
(summarize & interpret)
• Summarize incident logs
• Condense monitoring alerts
• Highlight recurring issues
Review
(assess & improve)
• Review incident reports
• Check handover notes
• Critique SOP drafts
Create
(generate new)
• Draft operational updates
• Generate troubleshooting guides
• Create training snippets
Converse
(dialogue)
• Tech support chatbot
• Explain error codes
• Guide password resets
Legal/Compliance
Research
(summarize & interpret)
• Summarize contracts
• Condense new regulations
• Extract key clauses
Review
(assess & improve)
• Review agreements
• Check NDA drafts
• Flag non-compliant clauses
Create
(generate new)
• Generate contract summaries
• Draft policy briefs
• Create compliance training text
Converse
(dialogue)
• Policy Q&A bot
• Explain GDPR rules
• Employee compliance assistant
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