Use cases
Twenty jobs companies stop doing by hand
Every use case page from Lingows AI states the problem in plain terms, what the manual version costs in staff time, how the automation works step by step, a typical timeline, a typical price band, and the limits worth knowing before anyone signs anything.
01Twenty use cases
Agentic Workflow for Automated Quote Generation
Quote generation is the process of turning a customer's requirements into an accurate, correctly priced proposal document ready for signature. An agentic workflow pulls product, pricing, and discount rules from existing systems and assembles a complete quote automatically, handling the coordination steps a sales operations person would otherwise do by hand.
AI Chatbot for Appointment Setting
Appointment setting is the back-and-forth work of finding a time that fits both a customer and a business, then confirming it on a shared calendar. A custom chatbot handles this exchange directly on a website or messaging channel, checking real availability and booking the slot without a staff member typing a single reply.
AI Chatbot for Customer Support Deflection
Support ticket deflection means resolving a customer question before it becomes a ticket a human agent has to work. A trained chatbot answers common questions directly on the website, in-app widget, or Zendesk help center, drawing from existing documentation and account data, and only escalates when the issue genuinely needs a person.
AI Chatbot for Internal Knowledge Search
Internal knowledge search is the ability for employees to ask a question and get a direct answer pulled from company documentation, rather than digging through folders, wikis, and old Slack threads. A custom chatbot indexes existing internal content and answers questions conversationally inside the tools employees already use.
AI Lead Qualification Agent for Sales Teams
Lead qualification is the process of reviewing inbound prospects against fit and intent criteria before a sales rep spends time on a call. A dedicated AI agent applies consistent scoring rules to every lead the moment it arrives, then routes only qualified records into a rep's queue.
Automated Employee Onboarding Workflow
Employee onboarding is the set of administrative steps required to get a new hire paid, equipped, and productive: paperwork, system access, equipment, and training assignments. Automating this workflow triggers every step from a single hire event instead of an HR coordinator manually tracking a spreadsheet of tasks across departments.
Automated Invoice Processing for Accounts Payable
Invoice processing is the sequence of receiving a vendor bill, verifying it against a purchase order, and posting it to the accounting system for payment. Automating this workflow removes the manual data entry step and routes exceptions to a human only when something genuinely does not match.
Read about Automated Invoice Processing for Accounts Payable
Automated Resume Screening for Hiring Teams
Resume screening is the review of job applications against a role's requirements to decide which candidates move forward to an interview. Automating this step reads every submitted resume against defined criteria and ranks candidates consistently, so a recruiter's time goes toward interviewing rather than reading applications that clearly do not fit.
Contract Review
Contract review automation is a document analysis system that reads incoming contracts, whether scanned PDFs or native text, and flags clauses that deviate from approved templates so legal or procurement staff can focus review time on the parts that actually need attention, instead of rereading boilerplate language that never changes.
Dispatch and Scheduling
Dispatch and scheduling automation is a multi-step workflow that assigns incoming service jobs to the right technician based on location, skill, and availability, then adjusts the schedule automatically when jobs run long or get cancelled, reducing the manual phone-based reshuffling a dispatcher does when the day's plan changes.
Email Triage
Email triage automation is an AI agent that reads incoming messages in a shared inbox, classifies each one by topic and urgency, and routes it to the right team member or automated workflow before a human ever opens it, so urgent complaints stop waiting behind routine password resets and shipping status questions in the queue.
Intake Form Processing
Intake form processing automation reads new client or patient intake submissions, extracts the relevant fields, checks them against required criteria, and routes the record into the correct system without a staff member retyping the information, cutting the delay between a submitted form and a usable record in the CRM system.
Inventory Sync
Inventory sync is an integration that keeps stock counts consistent across sales, accounting, and warehouse systems by automatically pushing every sale, return, and adjustment to each connected platform in near real time, replacing spreadsheet exports that quickly go stale once daily order volume climbs past a small handful.
Managed AI Compliance Monitoring
Compliance monitoring is the ongoing review of communications, transactions, and documents against regulatory and internal policy requirements to catch violations early. Delivered as a managed service, an AI system continuously screens this activity and surfaces flagged items to a compliance officer instead of relying on periodic manual audits.
Meeting Notes and Summaries
Meeting notes and summaries refers to software that listens to recorded or live video calls, transcribes the audio, and produces a structured written summary with decisions and action items assigned to named attendees, filed automatically where the team already works without extra typing after each call ends every single day.
Multimodal AI for Document Data Extraction
Document data extraction is the task of pulling structured fields, like names, dates, amounts, or clauses, out of unstructured files such as PDFs, scanned forms, or photographs. Multimodal AI models read both the text and the visual layout of a document to extract this data accurately, even from messy or inconsistent formats.
Order Processing
Order processing automation is an integration that takes a completed sale from a storefront or payment processor and automatically creates the matching records in accounting and fulfillment systems, without a staff member re-entering line items by hand, keeping invoices and warehouse orders accurate during high order volume spikes.
Reporting and Dashboards
Reporting and dashboard automation replaces manually rebuilt spreadsheets with a pipeline that pulls data from source systems on a schedule and refreshes a live dashboard, so stakeholders see current numbers without anyone re-running exports, reformatting columns, or emailing a static file that is already out of date on arrival.
Review Response
Review response automation is an AI agent that reads new customer reviews as they post on platforms like Google Business Profile and drafts a tailored reply for staff approval or automatic posting, based on the review content and sentiment, cutting the delay between a posted review and a public, on-brand written reply.
Sales Follow-Up
Sales follow-up automation is an AI agent that monitors deal activity in a CRM and drafts or sends timely follow-up messages to prospects who have gone quiet, based on the stage of the deal and the last recorded interaction, so a stalled opportunity gets a nudge before a busy rep even notices the pipeline gap.
Pick the job that costs you the most hours
Bring the volume, the systems, and the current handoffs. Lingows AI will scope the build, the effort range, and the ongoing cost to run it.