01
ERP and Accounting Data Entry
An agent that reads the documents flowing into your accounting system and drafts the data entry, so a person reviews and approves instead of keying it in by hand. Structured extraction grounded in the source document, with every field traceable back to where it came from.
Example: Email invoice → drafted accounts-payable entry, ready for review.
02
CRM-System Processes
An agent wired into your CRM that handles the repetitive record work, reading from and writing to the system so the data stays current without manual upkeep. The same retrieval and guardrails, pointed at your pipeline instead of your inbox.
Example: Inbound detail → updated CRM record, with the source noted.
03
Email Reply and Outreach
An agent that reads inbound email and replies with an answer grounded in a knowledge base, and drafts personalized outbound outreach from those same sources — both directions checkable, neither one guessing. MailPilot is the live example, running on my own inbox.
Example: Inbound question → sourced reply in under a minute; or a grounded source → drafted outreach.