Contact

Ideas for your services organization.

Ten typical use cases, from sales to delivery. For each one: the request, the data, the autonomy level and what a person approves.

Typical use cases: possible scenarios, not delivered engagements. The environments shown are those where each case is usually deployed.

PSA agents: native agents of your PSA platform, where it offers them.

Autonomy: A0 reads and summarizes, A1 proposes, A2 acts after approval, A3 acts alone. The level shown is the autonomy targeted for the scenario; it is refined according to your environment.

See how we build an agent

Sales and client relations

Autonomy: A2, acts after human approval

Sort incoming requests and open the right conversation

You ask

  • “Sort this morning’s shared inbox.”
  • “Create the account for this request.”
  • “Suggest a meeting for me.”

Data

  • Emails
  • CRM accounts
  • Calendar

Approval

the meeting and any outgoing message

Environments

  • Copilot Studio
  • Claude
  • Agentforce

Autonomy: A1, proposes; a person acts

Produce a first draft of a proposal from your past proposals

You ask

  • “Write the proposal for this client.”
  • “What similar proposals have we already done?”
  • “Put it in our template.”

Data

  • Past proposals
  • Templates
  • Internal knowledge

Approval

the complete proposal, before sending

Environments

  • Claude
  • Copilot Studio
  • Agentforce

Autonomy: A0, reads and summarizes

Come prepared to every client meeting

You ask

  • “What should I know before meeting this client?”
  • “What issues are open on their projects?”
  • “Summarize our latest exchanges.”

Data

  • Accounts and contacts
  • Projects
  • Emails and meetings

Approval

the preparation note

Environments

  • Copilot Studio
  • Claude
  • Agentforce
  • PSA agents

Delivery

Autonomy: A2, acts after human approval

Go from scoping to project plan

You ask

  • “Create the project from this proposal.”
  • “Break it down into phases and tasks.”
  • “Suggest the resources needed.”

Data

  • Signed proposal
  • Project templates
  • Resources

Approval

the plan, before it is created

Environments

  • PSA agents
  • Agentforce
  • Claude

Autonomy: A1, proposes; a person acts

Track progress without chasing information

You ask

  • “Where do my projects stand this week?”
  • “Prepare the status report for this client.”
  • “Which projects are drifting?”

Data

  • Projects
  • Tasks
  • Milestones

Approval

the report, before it goes to the client

Environments

  • PSA agents
  • Copilot Studio
  • Claude
  • Agentforce

Autonomy: A2, acts after human approval

Simplify time entry and approval

You ask

  • “What’s missing from my time entries?”
  • “Which timesheets need approval?”
  • “Flag the gaps against the planned schedule.”

Data

  • Calendar
  • Planned schedule
  • Time entry policies

Approval

nothing is saved or approved without a person

Environments

  • PSA agents
  • Copilot Studio
  • Claude
  • Agentforce

Knowledge and monitoring

Autonomy: A1, proposes; a person acts

Stay current on your sector and regulations

You ask

  • “What’s new in our sector this week?”
  • “Does a regulatory change affect us?”
  • “Prepare the team newsletter.”

Data

  • Public sources
  • Regulatory notices
  • Past newsletters

Approval

the choice of sources and the distribution

Environments

  • Claude
  • Copilot Studio

Autonomy: A2, acts after human approval

Keep your organization’s knowledge within reach

You ask

  • “What is our policy on this topic?”
  • “What did we learn on the last project of this type?”
  • “Turn these notes into a knowledge article.”

Data

  • Knowledge base
  • Policies
  • Project closure reports

Approval

articles, before publication

Environments

  • PSA agents
  • Copilot Studio
  • Agentforce
  • Claude

Steering

Autonomy: A1, proposes; a person acts

Spot projects eroding their margin earlier

You ask

  • “Which projects are losing margin?”
  • “Why is this one drifting?”
  • “What do you recommend?”

Data

  • Budgets and actuals
  • Billing
  • Dashboards

Approval

the decision stays human

Environments

  • Agentforce
  • Copilot Studio
  • Claude
  • PSA agents

Autonomy: A1, proposes; a person acts

Put the right people on the right projects

You ask

  • “Who is available and qualified for this project?”
  • “Suggest three team options.”
  • “What happens if we remove this person?”

Data

  • Skills
  • Capacity
  • Upcoming projects

Approval

the manager chooses the team

Environments

  • PSA agents
  • Agentforce
  • Claude

Does one of these speak to you? Scoping is an offer in its own right.

See the engagementsLet’s talk about your project