Financial services
Bank partner
Deployed governed AI workflows for regulated document review — templates replaced months of custom automation design.

Template library
Department templates and industry playbooks — proven operational flows you run on day one, not examples to copy-paste.
5 department templates · 20 industry playbooks · guided tasks with human review
Invoices, month-end packs, and policy-aligned spend checks.
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DepartmentHiring packs, onboarding checklists, and handbook-grounded Q&A.
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DepartmentClause extraction, obligation tracking, and counsel-ready exports.
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DepartmentIncident timelines, SOP answers, and supplier comms.
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DepartmentBrief-to-outline, campaign retros, and localisation drafts.
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IndustryMatch this month's supplier invoices to PO numbers and flag anything missing approval.
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IndustrySummarize this customer's last three calls and draft a follow-up email for the agent.
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IndustryWrite a high-converting product description for a new SKU in English and Traditional Chinese.
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IndustryWhich invoices this month are missing PO numbers before we close the books?
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IndustryTurn today's shift handover notes into a briefing for the next front-of-house team.
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IndustryExtract policyholder details and coverage limits from this new application PDF.
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IndustryCompare the indemnity clause in this contract against our standard playbook.
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IndustryDraft a customer update email for delayed container #1234 with revised ETA.
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IndustryPrepare a client meeting brief from the engagement letter and last workshop notes.
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IndustryWhat is our refund policy for annual subscriptions?
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IndustrySummarize this patient intake form and flag missing fields for admin review.
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IndustryDraft a listing description from floor plan notes and property photos metadata.
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IndustryCreate a lesson summary and quiz outline from this recorded tutorial.
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IndustryFrom last week's store notes, which SKUs should we reorder first?
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IndustryLog quality inspection findings and draft a supplier corrective-action email.
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IndustryExtract action items from today's site meeting and assign owners.
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IndustryBuild a campaign brief from the client's brand guide and product one-pager.
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IndustrySummarize our sprint retro recording into categorized action items.
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IndustryDraft a proforma invoice email from order specs and agreed incoterms.
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IndustryBuild a client itinerary summary from scattered booking confirmations.
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Proven deployments
Named partners who rolled out governed AI workflows without building automation from scratch.
Financial services
Deployed governed AI workflows for regulated document review — templates replaced months of custom automation design.
Non-profit / operations
Rolled out department templates for ops and comms at scale — teams run guided tasks without prompt engineering.
Insurance
Insurance document and meeting workflows live in weeks — no custom node graphs or integration projects.