Use Cases

This chapter provides end‑to‑end recipes that you can clone in minutes. Each playbook includes:

  1. Problem Statement – what pain it solves.

  2. Reference Architecture – agents, tools, schedules.

  3. Step‑by‑Step Setup – Builder configs, policy notes.

  4. KPIs & Success Metrics – what to track.

  5. Cost & Scaling Tips – keep spend predictable.

12.1 Finance · InvoiceBot

Item
Value

Pain

Manual entry of PDF invoices into SAP/Netsuite burns 4 h/week.

Agent Stack

o365.listMessages → kb.search → pdf.parse → sap.gui.fb60.post → netsuite.upsert → slack.chat.post

Schedule

Every 15 min, email poller checks [email protected].

Policy Highlights

Bytes < 5 MB; block if vendor not in whitelist; require approval on amounts > $25k.

Setup Steps

  1. Connect Microsoft 365, SAP GUI, Netsuite, Slack integrations.

  2. In Knowledge tab, ingest Invoice Coding Guide PDF.

  3. Builder → Tasks → FetchInvoices with input {folder:"Invoices",period:"last_24h"}; flip Run on Schedule → Every 15 min.

  4. Policy snippet:

regorequire_approval {  input.tool == "sap.gui.fb60.post"  input.params.amount > 25000}

KPIs – invoices processed/hr, manual approvals, SAP post latency. Cost Tip – switch to Claude Sonnet for text extraction to cut token costs 30 %.

12.2 Customer Support · SupportCopilot

Item
Value

Pain

Tier‑1 reps spend 45 % time triaging Zendesk tickets.

Agent Stack

zendesk.tickets.get → postgres.query → llm.classify → rest.rma.create → fedex.schedulePickup → slack.chat.post

Trigger

Zendesk webhook on new ticket.

Escalation

If confidence < 0.85 or account value > $5k, assign to human rep.

Setup Steps

  1. Connect Zendesk, PostgreSQL, REST RMA, FedEx, Slack.

  2. In Instructions, add classification rubric (Urgent, Normal, Spam).

  3. Create Webhook Trigger: ticket_created → run SupportCopilot.

  4. Set Variable account_value_threshold = 5000.

  5. Policy rule blocks outbound RMAs during maintenance window.

KPIs – avg first response time, auto‑resolution rate, CSAT delta. Scaling Tip – Use Bulk Tasks weekly to reprocess old tickets and train model.

12.3 Market Intelligence · MarketWatch

Item
Value

Pain

Analysts lose time aggregating news/rss into slides.

Agent Stack

rss.fetch → llm.summarize → notion.pages.create → sendgrid.sendEmail

Schedule

Weekdays 07:00 local.

Policy

Allow only whitelisted RSS domains; summaries must cite source URL.

Setup Steps

  1. Connect Notion, SendGrid.

  2. Knowledge tab: upload style guide for executive summaries.

  3. Builder → Tasks → DailyDigest; set Cron 0 7 * * 1-5.

  4. Turn on Must Cite in Knowledge settings.

KPIs – email open rate, analyst editing time saved. Cost Tip – Use batching: fetch 20 feeds in one task to share model context.

12.4 Advanced Multi-Industry Use Cases

Domain
Use Case
Key Integrations

Healthcare

Patient data aggregation across EMR systems with HIPAA compliance

Epic FHIR, Cerner, AWS HealthLake

Manufacturing

Supply chain monitoring with IoT sensors and predictive maintenance

SAP ERP, Honeywell, Siemens PLCs

Legal

Contract analysis and compliance checking with citation requirements

Westlaw, Relativity, SharePoint

Research

Literature review and citation management for academic institutions

PubMed, Zotero, Institutional repositories

Financial Services

Regulatory reporting automation with audit trails

Bloomberg API, SWIFT, Core banking systems

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