Roles
The jobs AI staff can take on
Referencing a tenant, keying a wholesaler's orders, chasing a mortgage client's payslips: thirty-two jobs your people do between the work they were hired for. Each has a written specification, an approver and KPIs, agreed with you before anything is built.
Chasing clients for documents
Chases clients and third parties for every document a file needs. A person judges what arrives.
Client onboarding and KYC
Gathers ID, raises the checks and prepares the file. A named person assesses risk and decides.
New starter and HR admin
Prepares the paperwork from offer to first day and chases it. People make every employment decision.
Renewals and expiry tracking
Watches every date that lapses quietly and starts the renewal early. A person approves and decides.
Right-to-work checks
Gathers share codes and documents, books each check, diarises follow-ups. A person carries out the check.
Supplier onboarding
Collects forms, insurances, certificates and tax details from new suppliers. A person approves each one.
Bookkeeping data entry
Codes the lines capture tools and bank rules leave, and chases the gaps. Your bookkeeper approves.
Expense and receipt chasing
Chases missing receipts and late claims before month end. Your finance lead approves what is paid.
Invoice and payment chasing
Chases every overdue invoice on schedule. Disputes, payment plans and anything formal go to a person.
Purchase invoice processing
Matches supplier invoices to orders and deliveries and codes them. A person approves and pays.
Timesheet chasing
Chases missing timesheets before the invoice run or payroll. Your managers approve the hours.
Candidate pipeline and ATS upkeep
Logs every applicant in your ATS, catching duplicates. Consultants settle unclear matches and speak to candidates.
CV screening and shortlisting
Reads every application against criteria you approve and gives reasons. The consultant decides who goes forward.
Data entry and CRM upkeep
Keeps the CRM complete and current. Merges, deletions and deal changes wait for a person.
Interview scheduling
Finds a time both sides can do, confirms and reminds. Consultants keep the calls and preparation.
Lead response and qualification
Answers each new enquiry as it arrives and asks your questions. Your people take over.
Outbound prospecting
Researches your target list and writes the first email. Your people approve, call and close.
Quote and proposal preparation
Drafts the quote from the enquiry and your price list. A person checks it and sends.
Sales follow-up
Raises every quote, viewing and conversation on the day its follow-up is due. Your people sell.
Enquiry and inbox triage
Sorts the shared inbox, drafts what is known, routes the rest. Complaints go to a person.
Fact-find and suitability paperwork
Chases fact-finds and providers, drafts the report's facts. The adviser alone advises and assesses suitability.
First-line client support
Answers the routine questions from the record. Complaints, advice and judgement calls go to a person.
Helpdesk ticket triage
Categorises, prioritises and routes each new ticket. Major incidents and judgement calls go to a person.
Maintenance request coordination
Logs repairs, chases approvals and contractors, updates the tenant. Emergencies and spending go to a person.
Matter intake and engagement letters
Takes the enquiry, prepares the conflict search and drafts the letter. A solicitor decides and approves.
Phone answering and triage
Answers calls your team misses, books or takes a note. Urgent callers reach a person.
Tenant referencing
Keeps every reference moving until it completes. Your team checks right to rent and decides.
Diary and scheduling
Books, moves and confirms appointments in writing. Calls and questions of priority go to a person.
Management reporting
Pulls the figures from your systems and drafts the report. You decide what they mean.
Meeting follow-up and notes
Writes up each meeting, sends the actions and chases them. You approve the note first.
Order processing
Keys emailed and PDF orders into your order system. Your people release them and decide exceptions.
Social media drafting
Drafts the week's posts from what your business did. A person approves and posts each.