Money & control Illustrative
The client paid the salesperson’s personal account. A salesperson sends personal bank details. The client believes the company was paid; finance cannot reconcile the money.
See the proposed agent response Design the workflow around approved company payment instructions, flag destination mismatches and require authorized review for changes.
The limit This can reduce diversion inside connected workflows. Payments arranged outside those channels may escape the controls.
Try this agent Marketing waste Illustrative
The marketer did not know how to find leads. The company pays for prospecting, but there is no defined customer profile, source list or qualification process.
See the proposed agent response Build a proposed research workflow around an approved customer profile and permitted data sources, then review prospect quality.
The limit Source access, accuracy and outreach permissions require validation; no lead volume or sales outcome is guaranteed.
Try this agent Sales failures Illustrative
The salesperson could not write a proper email. A serious buyer receives an unclear message with the wrong tone, missing details and no next step.
See the proposed agent response Draft from approved brand language, verify required fields and prepare a clear call to action for review.
The limit Product facts, recipient accuracy and high-impact commitments must still be checked.
Try this agent Conduct & disputes Illustrative
A former employee posted damaging claims online. A former employee posts allegations about the company. Staff react publicly before an authorized response is prepared.
See the proposed agent response Design monitoring of approved public sources, preserve relevant links and route a factual summary to authorized communications or legal reviewers.
The limit AI cannot determine whether speech is defamatory, prevent public posts or eliminate reputational disputes. Do not publish retaliation automatically.
Try this agent Conduct & disputes Illustrative
Work was overdue while explicit content was on the screen. A workplace pornography-policy incident exposes missed work, unclear task ownership and a difficult conduct issue.
See the proposed agent response Move defined repetitive work into restricted agent workflows with task records, completion checks and an exception owner.
The limit This is not employee-device surveillance or misconduct detection. Conduct investigations and personnel decisions remain with authorized people.
Try this agent Missed work & goals Illustrative
The goal failed. Nobody saw the gap in time. A target is agreed at the start of the month, but no one tracks the actions or exceptions needed to reach it.
See the proposed agent response Prepare progress summaries against agreed definitions, flag gaps and assign proposed actions for management review.
The limit An agent can improve visibility and execution support; it cannot guarantee that a business goal will be met.
Try this agent Money & control Illustrative
The bank details changed. Nobody checked. An invoice arrives with a new payment destination and is treated as routine.
See the proposed agent response Compare payment instructions against approved records and route differences to an authorized reviewer before any payment decision.
The limit An agent must not approve a bank change or release funds on its own.
Try this agent Money & control Illustrative
An invoice looked real enough to slip through. A convincing supplier invoice enters an inbox without a matching order or clear owner.
See the proposed agent response Prepare a document-to-order comparison, flag missing references and assemble the evidence for finance review.
The limit Document matching is a control, not a guarantee that fraud will be detected.
Try this agent Money & control Illustrative
The discount sold the deal—and erased the margin. A salesperson offers an unapproved discount to close quickly. Management learns about it after the commitment.
See the proposed agent response Use approved pricing inputs and send any discount exception through a recorded approval step before confirmation.
The limit Commercial authority and final commitments remain with authorized people.
Try this agent Money & control Illustrative
A payment screenshot became a release order. An unverified image is accepted as proof of funds, and goods are released too early.
See the proposed agent response Flag unverified payment evidence and require the agreed accounting or payment-system confirmation before the release approval.
The limit A screenshot alone is not settlement verification; source access and release rules must be configured.
Try this agent Money & control Illustrative
Small expenses escaped review until the total grew. Receipts sit in messages while approvals and policy exceptions remain unclear.
See the proposed agent response Organize submitted documents against approved categories and prepare an exception queue for review.
The limit An agent does not decide misconduct, tax treatment or reimbursement disputes.
Try this agent Money & control Illustrative
The same invoice entered the process twice. Separate staff members process copies of the same invoice without seeing each other’s work.
See the proposed agent response Compare document references and amounts in the connected records and flag possible duplicates for approval.
The limit Reliable identifiers and a complete connected record are required; matches still need review.
Try this agent Automation can reduce specific failure points when its scope, access and approvals are properly configured. It cannot eliminate fraud, misconduct, reputational harm, lawsuits or business risk.
