Checklist: 12 tasks an AI agent can take over right now

Tick the ones that happen in your business. If you ticked three or more, there’s an agent waiting to save you time.

1. 01Answering repeated customer questions (opening hours, prices, availability)
2. 02Sorting and routing emails to the right person
3. 03Booking, confirming and reminding meetings or appointments
4. 04Extracting data from invoices, receipts and contracts
5. 05Posting documents to the ERP or accounting
6. 06Qualifying leads from the website or ads
7. 07Updating the CRM after every conversation
8. 08Following up on unanswered proposals
9. 09Merging data from several spreadsheets into a weekly report
10. 10Detecting deviations in sales, costs or stock
11. 11Forecasting stock-outs and preparing supplier orders
12. 12Answering internal information requests (HR, procedures)

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