Start with a recurring burden you can describe. Four places to start: status reports, sorting incoming requests, first drafts of proposals and questions about how a process works. In each, the agent prepares and a person checks.
Beyond writing emails, what does it actually help with?
Work that repeats, uses information you can point to, and has a result someone can check. The four below fit that description.
1. A recurring status report.
Input. Approved task updates and the relevant work records.
The help. Assemble a draft, and flag missing updates or conflicting status.
A person checks the sources, dates, unfinished work and the conclusion.
Practical check: Don’t turn a missing update into “on track.”
2. Incoming requests.
Input. A request and an agreed set of categories for routing it.
The help. Suggest who should own it, and what information is needed to move it forward.
A person checks unclear requests, sensitive matters and anything sent to the wrong place.
Practical check: Suggest routing before you let it take any action.
3. A first draft of a proposal.
Input. A reviewed brief, approved service details and pricing inputs.
The help. Fill in the template and mark the questions still unanswered.
A person checks the scope, assumptions, price and commitments before anything is sent.
Practical check: An unknown term stays unknown until someone decides.
4. Questions about a process.
Input. Approved instructions that apply, and a clear question.
The help. Find the relevant passages and prepare an explanation, with the source.
A person checks whether it applies, whether the source supports it and any exceptions left open.
Practical check: A process answer is not permission to change a record.
Choose one.
- What repeats?
- Name one task and how often it happens.
- A good result
- Describe something another person can check.
- The boundary
- Agree the sources, the actions allowed and the handoff to a person.
Read more: Do You Need an AI Agent, or a Simpler Process? · What HR Tasks Can AI Help With? Five to Try
A use case is a starting idea, not proof it will work for you. This is general guidance, not advice for your situation.