High-leverage GenAI patterns for SMB teams.
A few proven patterns cover most of the value: intake + triage, drafting + review, and knowledge + decision support.
Ticket triage + draft replies
Summarize incoming tickets, suggest category/priority, and draft responses using approved knowledge.
Proposal + email drafting
Create consistent proposals and follow-ups grounded in your offerings, pricing rules, and past wins.
Invoice & PO intake
Extract fields, validate against rules, route for approval, and flag exceptions with explanations.
Policy Q&A assistant
Answer common questions with citations to your internal docs; escalate edge cases to humans.
Weekly synthesis
Auto-compile key signals from tickets, pipeline, projects, and customer feedback into a brief.
SOP copilots
Step-by-step guidance for repeat tasks, with checklists and “next best action” support.
Not seeing your exact problem?
Most “unique” problems are a variation of a few patterns. Describe your workflow and we’ll map the right approach.
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