Repeatable
The process happens often enough for improvement to matter.
Use Cases
A practical library of business problems Greentic can solve.
Greentic use cases are built around real business journeys. The best opportunities are not abstract AI ideas. They are repeatable processes where customers, employees or managers need guidance, information needs to be collected, decisions need context and people need better handovers.
Greentic use cases start with real business pain.
Slow processes, repetitive work, missing information, messy handovers and AI experiments that have not yet become operational value. This library helps partners spot good first opportunities, shape demos and propose focused proof-of-value projects.
Section 1
How to choose a good first use case
A good first use case should be visible, valuable and achievable. It should be easy for the customer to recognise the pain and easy for the partner to demonstrate a better guided journey.
Painful
Users, staff or managers clearly feel the friction today.
Guided
The journey can be improved by asking the right questions, showing clear choices and explaining the next step.
Controlled
There are clear rules, approval points or escalation moments where the business needs confidence.
Demonstrable
The process can be shown with realistic sample data in a demo or proof of value.
Expandable
The first journey can lead to more opportunities in the same department, industry or customer account.
Avoid starting with the most complex process in the organisation. Start with a journey that customers understand quickly and where success can be shown clearly.
Section 2
Horizontal use cases
These use cases apply across many industries and are often good starting points for partners.
1. Customer support automation
- Business problem
- Customers ask repeated questions, provide incomplete information and wait too long for help.
- Digital worker idea
- A guided customer service digital worker that identifies the request, asks the right follow-up questions, suggests next steps and escalates with context.
- Business value
- Faster support, fewer repetitive questions, better handover to agents and improved customer experience.
- Proof-of-value idea
- Use 30–50 common support scenarios and show how the digital worker collects details, guides the customer and prepares escalation.
- Best buyer
- Customer service leaders, contact centre leaders and operations teams.
2. HR onboarding
- Business problem
- New employees and managers ask repeated questions and struggle to follow onboarding steps.
- Digital worker idea
- A guided HR onboarding digital worker that answers common questions, explains next steps, collects missing information and supports task completion.
- Business value
- Less repetitive HR admin, smoother onboarding and better employee experience.
- Proof-of-value idea
- Create a guided journey for a new starter's first week, including policies, documents, equipment, manager tasks and escalation to HR.
- Best buyer
- HR leaders, people operations teams and internal service teams.
3. IT helpdesk triage
- Business problem
- IT tickets are often unclear, misrouted or missing key information.
- Digital worker idea
- A guided IT support digital worker that collects diagnostics, understands the issue, suggests basic steps and routes the request with a clear summary.
- Business value
- Better ticket quality, faster routing, fewer follow-up questions and improved service desk productivity.
- Proof-of-value idea
- Use common IT scenarios such as password problems, laptop issues, access requests, software problems and connectivity issues.
- Best buyer
- IT leaders, service desk managers and operations teams.
4. Invoice approval support
- Business problem
- Invoice approvals are slow because information is spread across emails, systems and documents.
- Digital worker idea
- A guided finance digital worker that summarises invoice details, highlights missing information, supports approval decisions and escalates exceptions.
- Business value
- Faster approvals, clearer decisions, fewer email chains and better auditability.
- Proof-of-value idea
- Use 20–30 sample invoice scenarios covering normal approvals, missing purchase orders, mismatched amounts and exception handling.
- Best buyer
- Finance leaders, shared services teams and operations leaders.
5. Procurement request guidance
- Business problem
- Employees do not always know how to request goods or services, what information is required or who needs to approve.
- Digital worker idea
- A guided procurement digital worker that helps users select the right request type, collect required details and route approvals.
- Business value
- Clearer requests, fewer procurement delays, better compliance and reduced manual clarification.
- Proof-of-value idea
- Demonstrate common request types such as software purchase, supplier onboarding, equipment request and contract renewal.
- Best buyer
- Procurement leaders, operations leaders and finance teams.
6. Sales qualification assistant
- Business problem
- Sales teams lose time qualifying leads, preparing follow-ups and gathering customer context.
- Digital worker idea
- A guided sales assistant that captures lead details, suggests next actions, prepares summaries and helps sales teams follow a consistent process.
- Business value
- Better lead qualification, more consistent follow-up and less manual preparation.
- Proof-of-value idea
- Use sample lead scenarios and show how the digital worker prepares qualification notes and next-step recommendations.
- Best buyer
- Sales leaders, revenue operations teams and account managers.
7. Compliance evidence collection
- Business problem
- Compliance processes often require users to collect evidence, answer questions and escalate exceptions, but the journey is unclear.
- Digital worker idea
- A guided compliance digital worker that helps users follow required steps, collect evidence, identify exceptions and escalate when needed.
- Business value
- More consistent evidence collection, clearer exceptions and better compliance confidence.
- Proof-of-value idea
- Use one compliance journey such as supplier due diligence, policy attestation, risk review or internal control evidence collection.
- Best buyer
- Compliance leaders, risk teams, audit teams and operations leaders.
8. Knowledge and policy assistant
- Business problem
- Employees spend time searching policies, documents and internal knowledge bases, then still need help applying the information.
- Digital worker idea
- A guided knowledge assistant that helps users find relevant information, explains it in context and guides them to the next step.
- Business value
- Faster answers, fewer repeated questions and better use of internal knowledge.
- Proof-of-value idea
- Use a small set of HR, IT, finance or compliance policies and show how the digital worker answers questions and guides next actions.
- Best buyer
- HR, IT, compliance, operations and internal service leaders.
Section 3
Industry use cases
Partners can create stronger campaigns by packaging digital worker journeys around the language and pain points of a specific industry.
1. Banking and financial services
- Common pain
- Customers and staff need guidance through regulated processes, approvals, documentation and service requests.
- Digital worker opportunities
- Customer service request guidance
- Account servicing support
- Complaints intake
- KYC information collection
- Internal policy assistant
- Relationship manager support
- Risk and compliance evidence collection
- Proof-of-value idea
- Start with a guided customer service or internal policy journey where information must be collected consistently and escalated with context.
- Partner angle
- Position Greentic as practical AI with business control for regulated operations.
2. Insurance
- Common pain
- Insurance journeys often involve forms, evidence, policy questions, claims updates and handovers between teams.
- Digital worker opportunities
- Claims intake guidance
- Policy query support
- Broker support
- Renewal preparation
- Complaint handling support
- Evidence collection
- Internal underwriting assistant
- Proof-of-value idea
- Create a claims intake journey that guides the customer, collects missing details and prepares a structured handover.
- Partner angle
- Focus on faster service, clearer handover and better customer experience.
3. Telecoms
- Common pain
- Customers contact support repeatedly for service issues, billing questions, orders, faults and account changes.
- Digital worker opportunities
- Fault triage
- Billing query guidance
- Order status support
- Contract change guidance
- Field service appointment support
- Customer retention support
- Internal agent assistant
- Proof-of-value idea
- Demonstrate a guided fault triage journey that collects symptoms, checks basic information and escalates with context.
- Partner angle
- Focus on reducing repetitive support work and improving first-contact resolution.
4. Manufacturing
- Common pain
- Manufacturing teams deal with maintenance issues, supplier requests, quality checks, approvals and operational handovers.
- Digital worker opportunities
- Maintenance request intake
- Quality issue reporting
- Supplier onboarding
- Procurement support
- Safety incident guidance
- Shift handover support
- Operations knowledge assistant
- Proof-of-value idea
- Create a guided maintenance or quality issue journey that collects the right information before escalation.
- Partner angle
- Focus on faster operational response, clearer issue reporting and reduced manual coordination.
5. Healthcare
- Common pain
- Healthcare organisations manage many information-heavy journeys where clarity, handover and control are critical.
- Digital worker opportunities
- Patient service guidance
- Staff onboarding
- Internal policy assistant
- Appointment preparation support
- Referral information collection
- Incident reporting guidance
- Administrative request handling
- Proof-of-value idea
- Start with an internal administrative or staff guidance journey rather than a clinical decision-making process.
- Partner angle
- Focus on administrative efficiency, staff support and controlled AI adoption.
6. Education
- Common pain
- Students, parents and staff ask repeated questions and need guidance through processes, deadlines and support requests.
- Digital worker opportunities
- Student support guidance
- Admissions query support
- Parent communication assistant
- Staff policy assistant
- IT support for students
- Timetable or process guidance
- Safeguarding escalation guidance
- Proof-of-value idea
- Create a student support or admissions query journey using realistic FAQs, forms and escalation paths.
- Partner angle
- Focus on better service, reduced admin and clearer journeys for students and staff.
7. Legal and professional services
- Common pain
- Teams handle document-heavy, process-heavy work where clients and staff need guidance, summaries and clear next steps.
- Digital worker opportunities
- Client intake guidance
- Matter opening support
- Document request guidance
- Internal knowledge assistant
- Compliance evidence collection
- Billing query support
- Case status update support
- Proof-of-value idea
- Create a client intake or matter opening journey that collects required details and prepares a summary for the professional team.
- Partner angle
- Focus on reducing admin, improving client experience and preparing better handovers.
8. Public sector and government
- Common pain
- Citizens, staff and caseworkers often deal with complex services, forms, eligibility questions and multi-step processes.
- Digital worker opportunities
- Citizen service guidance
- Case intake support
- Internal policy assistant
- Appointment preparation
- Evidence collection
- Complaint handling guidance
- Staff support journeys
- Proof-of-value idea
- Start with one citizen service journey that helps users understand what information is needed and when to escalate.
- Partner angle
- Focus on accessibility, consistency, service quality and controlled use of AI.
Section 4
Use-case scoring guide
Partners can use this simple scoring guide to prioritise which opportunity to demo or propose first. Score each criterion from 1 to 5.
| Criterion | 1 | 5 |
|---|---|---|
| Business pain | Minor inconvenience | High frustration, cost or delay |
| Repeatability | Rare process | Frequent process |
| Demo clarity | Hard to explain | Easy to show in a simple demo |
| Data availability | Difficult to get examples | Realistic examples easy to create or provide |
| Control need | Low need for approvals or boundaries | Clear need for business control, approvals or escalation |
| Expansion potential | One-off use case | Can expand to many processes or departments |
Prioritise use cases with high business pain, high repeatability, clear demo value and manageable first scope.
Section 5
Best use cases for a first proof of value
Five recommended journeys that consistently make strong first proof-of-value projects.
Customer support journey
Easy for customers to understand, often high volume and good for showing better handover.
HR onboarding journey
Strong internal use case with clear users, repeated questions and visible employee experience improvement.
IT helpdesk triage
Good for showing better information collection, routing and reduced follow-up questions.
Invoice approval support
Good for demonstrating approval, exception handling and better decision context.
Policy or knowledge assistant
Good for customers with many repeated internal questions and documents.
The best first proof of value is not always the biggest opportunity. It is the opportunity most likely to prove value quickly.
Section 6
Turning use cases into partner offers
Partners should not only present use cases as ideas. The growth opportunity is to package them into offers that customers can understand and buy.
Customer Service Digital Worker Starter
Includes
- Use-case discovery workshop
- Guided support journey
- Realistic demo or proof of value
- Escalation handover design
- Success criteria and next-step plan
HR Digital Worker Starter
Includes
- Onboarding or policy journey selection
- Guided employee experience
- HR escalation design
- Sample scenarios
- Expansion plan
Finance Approval Digital Worker Starter
Includes
- Approval journey selection
- Sample invoice scenarios
- Exception handling design
- Manager decision screens
- Proof-of-value report
IT Support Digital Worker Starter
Includes
- Common request selection
- Guided diagnostics
- Ticket quality improvement
- Routing and handover design
- Pilot plan
Industry Digital Worker Starter
Includes
- Industry-specific process selection
- Sector language and examples
- Compliance-aware journey design
- Proof-of-value scope
- Repeatable solution roadmap
Section 7
What to avoid when choosing use cases
Common missteps that weaken first demos and slow down proof-of-value projects.
Avoid vague AI use cases
'Use AI to improve operations' is too broad. Pick one process and one journey.
Avoid the most complex process first
Complex, highly political or heavily integrated processes can slow down the first success.
Avoid use cases with no business owner
If no one owns the process, it will be hard to prove value or move forward.
Avoid purely technical demos
Business buyers need to see the journey, pain and outcome.
Avoid unrealistic autonomy
Do not position the digital worker as replacing all human judgement.
Avoid hidden value
If the customer cannot easily see what improved, it is not a good first demo.
Ready to choose the first use case?
Start with a process customers recognise, a journey that can be demonstrated and a business outcome worth measuring.