Examples of work agentic AI can automate 1 of 7
Coordinating and arranging delivery when a customer requests an earlier date
This example shows how an AI agent can handle internal checks and shipment arrangements when a customer asks a wholesaler for earlier or split delivery. A customer who ordered 100 units has asked to bring delivery forward from the following Tuesday to next Friday. The customer is willing to accept an early partial delivery if all 100 units cannot arrive by then.
Delivery date for our 100-unit order
THello Sato,
Could you deliver the 100 units of product A we ordered by next Friday?
If that is difficult, a partial delivery would help.
Please let us know the quantities and dates you can offer. Thank you.
The request creates substantial work to check information and arrange delivery
Even if the coordinator asks AI to write the reply, the necessary information is not yet available. Can delivery be brought forward? If all 100 units cannot arrive early, how many can? After sending the reply, the coordinator still needs to arrange shipping, record the split delivery and decide how to handle the remaining units. Many decisions and coordination with several teams are required.
The coordinator matches the email to the order and checks stock and incoming shipments. A ledger showing 60 units does not establish that they can be dispatched. The coordinator checks allocation and dispatch capacity with the warehouse, then confirms the arrival date of the remaining 40 units with purchasing.
Once the answers arrive, the coordinator prepares a split-delivery plan and agrees who will pay the extra shipping. After replying to the customer, the coordinator updates the order, requests dispatch and verifies the records. Missing replies require follow-up, and changed conditions require another round of checks.
When these checks and arrangements overlap across several cases, staff spend time tracking pending replies, following up, copying information and checking for missing updates.
When an AI agent handles the checks, coordination and arrangements
When this work is assigned to an AI agent, the agent queries order and stock records, asks the warehouse and purchasing staff for missing information, and prepares the available quantities, delivery dates and extra shipping costs. The sales coordinator receives the proposal in Teams and decides on the delivery plan and cost allocation.
Microsoft TeamsDelivery coordination for Aoba Trading
Sato, I have confirmed the options for Aoba Trading’s 100 units with the warehouse and purchasing.
All 100 could arrive together the following Tuesday. Splitting the delivery adds ¥1,200 in shipping. May we cover that cost?
Yes, we will cover the cost. Please send the split-delivery proposal to the customer and arrange the shipments.
I rechecked the stock and incoming schedule, updated the order and requested both shipments.
The quantities and dates match in both the order and shipment records. I have also replied to the customer.
In this example, the agent takes responsibility for system inquiries, checks with the relevant departments, split-delivery proposals, order updates, dispatch requests and verification of the records.
The coordinator decides who pays the additional shipping and what to propose to the customer, then approves execution. The agent makes arrangements within that approved scope, verifies the order and shipment records, and reports the result.
Business events and how an AI agent responds
AI agents running on Helmr respond to customer requests and internal notifications by gathering the necessary information, checking with the people involved and obtaining approval. Here are six examples, from customer service to internal coordination.
AI agent
Detects a trigger and starts the work
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What starts the work
A customer requests a delivery change
Can you deliver 100 units by Friday?
What people receive
Reply after checking the facts and obtaining approval
Yes, we can deliver 60 units on Friday. The remainder will arrive on Monday the following week.
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What starts the work
A new customer contract begins
We have agreed a contract with a new customer and will begin trading next month.
What people receive
Set up and check the records needed to begin trading
I checked the contract and registered the approved trading terms and billing details. We are ready to accept the first order.
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What starts the work
A supplier announces a price change
The purchase price of product A will increase by 5% for shipments from next month.
What people receive
Assess the financial impact and propose a response
I checked the affected products, orders and quotations. Please review the estimated impact on profit and the proposed changes to selling prices.
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What starts the work
A production team member requests paid leave
I would like to take paid leave next Monday.
What people receive
Propose changes to the production plan
I checked the affected production tasks and delivery dates. Please review a plan to keep deliveries on schedule by bringing work forward and reallocating assignments.
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What starts the work
A customer reports damaged goods
Five of the units we received were damaged.
What people receive
Check the situation and arrange replacements
I checked the damage and replacement terms and, after approval, arranged five replacement units. I will provide the collection instructions and replacement delivery date.
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What starts the work
An invoice passes its payment due date
An invoice is overdue, and we have not confirmed receipt of payment.
What people receive
Reconcile payments and request confirmation
I reconciled payment records against the invoices and compiled the unpaid items. After the accounting team checked them, I asked the customer for the planned payment date.
Fewer delays in checks and information handoffs let people focus on their responsibilities without leaving their workflow.
Having the agent gather information, track pending replies, transfer data and verify results is expected to reduce the effort staff spend switching between systems and coordinating with departments.
With proposals based on checked information arriving in Teams, staff can spend more time coordinating with customers and making decisions about costs and delivery dates.
Implementation starts with a limited workflow, such as delivery requests for one product group. The team evaluates response preparation time, staff effort spent checking and copying, stalled cases and missing updates before expanding the scope.
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Billing operations
AI prepares monthly invoices and sends them after human checks
Aggregate work records, confirm work with staff, check the contract and draft an invoice. A separate owner checks the amount and recipient before AI sends and records it.
Procedures and FAQs
Detection and correction of conflicting internal information
AI checks whether meeting decisions, procedures, and customer guidance agree. It confirms official decisions and exceptions with the people responsible and prepares revisions. Following approval, it updates documents, shares them with the relevant people, and verifies that the changes are reflected.