AI Ops Scan — Acme Corp

Mogelijk probleem: Sales reps spend 3-4 hours per proposal manually copying client data from CRM into Google Docs templates, adjusting pricing tables, and formatting. With 8-10 proposals per week, this consumes nearly half of a rep's selling time.

Automatisering: AI-powered proposal builder that pulls CRM data, auto-generates tailored content, applies brand templates, and produces a review-ready PDF in under 2 minutes.

Mogelijk probleem: New client setup involves 14 manual steps across 5 tools: creating accounts, sending welcome emails, scheduling kickoff calls, provisioning access, and updating tracking sheets. Average onboarding takes 3 hours and errors cause delays.

Automatisering: End-to-end onboarding workflow triggered by deal closure. Automatically provisions accounts, sends personalized welcome sequences, creates project spaces, and schedules calls based on client timezone.

Mogelijk probleem: The ops team spends every Monday morning pulling data from 4 different dashboards, consolidating into a master spreadsheet, generating charts, and distributing via email. The process takes 5+ hours and is error-prone.

Automatisering: Automated data pipeline that aggregates metrics from all sources, generates an interactive dashboard, and delivers a formatted summary to Slack and email every Monday at 8am.

Mogelijk probleem: Finance manually cross-references incoming payments against outstanding invoices in QuickBooks, flagging discrepancies and chasing partial payments. This takes 6-8 hours per week.

Automatisering: AI matching engine that auto-reconciles payments to invoices, flags anomalies for human review, and sends automated follow-ups for overdue or partial payments.

Mogelijk probleem: Support tickets arrive via email and chat with no consistent categorization. A team lead manually reads, tags, and assigns each ticket — about 40 per day.

Automatisering: AI classifier that reads incoming tickets, categorizes by type and urgency, routes to the right team member, and drafts initial responses for common issues.