Customer-led, not yet delivered
The examples reflect needs raised in customer conversations, but none has yet been implemented as an AutoMates client project.
What we automate
What could your team stop doing by hand?
These Use Cases grew out of customer conversations about real operational problems. AutoMates has not yet implemented these three scenarios as client projects. They show credible systems to assess and build; documented work lives separately in Case Studies.
What this means in practice
Case Studies document delivered work
We reserve Case Study language for systems we have built and can describe responsibly with the evidence available.
Discovery tests the fit
The same idea can be valuable in one environment and a distraction in another. Process Discovery establishes whether it deserves a build.
Three starting points
Choose the process pattern closest to your work.
These are deliberately specific enough to make the workflow tangible, while remaining adaptable to the systems, roles, and controls already inside your organisation.
SAP Finance Reconciliation
Bring bank statement items, open receivables, remittance context, and recurring exception rules together so Finance can review a prepared match instead of reconstructing it.
AI Outbound Sales System
Turn an ideal-customer brief into researched accounts, personalised outreach, handled replies, booked meetings, and an updated CRM—without adding another sales dashboard.
AI Field Audit Reporting
Let auditors speak findings into a phone, add measurements and photos, and review a structured report while the evidence and site context are still fresh.
From example to implementation
The pattern is reusable. The workflow must still be yours.
A useful example shortens the first conversation, but it cannot settle the business rules, data access, exception paths, or economics of a specific organisation.
Start with the recognisable pattern
A strong Use Case makes the trigger, information flow, decisions, outputs, and human boundary understandable before anyone discusses tools.
- A defined operational problem
- A visible human responsibility
- A result that can be measured
Test it against the real process
Process Discovery replaces assumptions with your volumes, systems, data quality, controls, exceptions, and cost baseline.
- Proceed when the evidence supports it
- Re-scope when a smaller intervention is stronger
- Stop when the business case is not there
Common questions
Answers before the call.
Clear answers to the practical questions that usually come up before a first conversation.
What is the difference between a Use Case and a Case Study?
A Use Case explains a credible application and the workflow we could assess or build. A Case Study documents work that has actually been delivered and only makes claims supported by the available evidence.
Does a Use Case mean AutoMates has already built this exact system?
No. These three examples arose from customer conversations, but AutoMates has not yet implemented them as client projects. They are concrete enough to evaluate and may use different systems, rules, controls, or scope in your organisation. We use Case Study only for documented delivered work.
How do we know whether one of these examples fits our business?
Start with one bounded process. A fit call tests whether the pain, frequency, value, data, and ownership justify Process Discovery. Discovery then establishes the current process, baseline, constraints, and realistic build path.
Continue exploring
AutoMates
Which part of the working day should your team stop doing by hand?
Bring one repetitive process, scattered information flow, or recurring decision bottleneck. We will help determine whether the opportunity is real.