Which sounds like your Monday?
Five concrete scenarios from DACH Mittelstand and tax advisory. Archetypes, not real logos. Reference cases on client release.
Three patterns that show up in every company.
Before you search by industry, look for patterns. These three run in almost every Mittelstand setup, from tax firm to SaaS vendor. All three are quick wins with score above 12.
Meeting Mining
Weekly status calls that decide nothing. A bot transcribes, extracts action items, opens tickets. Calendar mining shows 47 recurring meetings per quarter in an 80-employee firm.
Slack Triage
A knowledge-base agent answers 60 percent of recurring questions directly from wiki and old threads. Senior time freed, answers in seconds instead of 45 minutes.
Refund Approval
Agent with policy check and Stripe API. Refunds under 50 EUR autonomous with risk OK, edge cases to finance with one-click approve. 18 minutes become 30 seconds.
Monday client triage.
Every Monday 200 client mails pile up: receipt questions, schedule changes, notice clarifications. Three staff spend half a day on triage.
Monday inbox
Client mails. Four hours of triage by three staff. Who answers what gets sorted in WhatsApp groups.
Four categories, drafts ready
One person validates in 30 minutes. Sven sorts into four categories and drafts replies for 60 percent.
Quarterly reporting in hours, not days.
Quarter end costs the controller three days: pull SAP exports, review sales notes, write reports. While that runs, regular business halts.
Quarter end
Pull SAP exports, review sales notes, write quarterly report. Controller blocked for other work.
Draft in 30 minutes
Klaus builds the first draft in 30 minutes from raw data. Controller validates, comments, adds strategic framing.
Contract analysis across all portfolios.
Contract analysis across all portfolios used to mean: every site does it differently, things get missed, risks stay hidden. We need one method every adviser can use.
Every site its own method
Five sites, five Excel templates, five orderings. Risks stay hidden because no one has the overview.
120 trained staff
Rita reviews every contract with the same method and lists prioritised risks. Per-team training, escalation runbook, handover to in-house IT.
CV screening for mid-market mandates.
Per mandate we see 200 to 400 CVs. Maybe 20 fit the shortlist. But someone has to read all of them first. That blocks advisers from talking to suitable candidates.
CV screening
Read CVs per mandate, check against requirements, build shortlist of 20. Three days per mandate blocked.
Shortlist in two hours
Rita reads each CV against the requirements. Writes a justification per candidate and lists top 25 prioritised. Adviser validates.
Maintenance tickets pre-qualified.
Service technicians get tickets from 12 plants. Each ticket has to be read first to decide whether it is critical, which technician goes, which spare parts. Today one person does that, the rest wait.
Ticket bottleneck
One dispatcher reads each ticket, classifies, assigns a technician. Sickness or holiday paralyses the whole plant network.
Auto routing with escalation
Bella classifies, suggests technician and spare parts, routes to plant coordinator. Dispatcher reviews only escalations.
Other services that fit these cases.
The five use cases rest on the same patterns. Service packages combine modularly.
When you do not yet know which workflow first
An audit pre-analysis shows in 5 days which workflows have the most leverage.
When the workflow is clear and just needs to go live
Pilot in 3 weeks, trust ladder L1 to L4, live in production on your infrastructure.
Six-Step-Plan methodology
Six steps, four agent archetypes, trust ladder. The method behind every engagement.