Use Case Extract

Extracted from the book

Agentic Artificial Intelligence
 Agentic Articial Intelligence

Remember that building e ective AI agents is an iterative

process. As you deploy and use your agent, you’ll discover
new ways to enhance its capabilities, improve its responses,
and expand its functionality. Don’t be afraid to experiment and
rene - each iteration brings you closer to an optimal solution.
We encourage you to take these concepts and tools and apply
them to your unique challenges.

This appendix presents 15 successfully implemented AI agent

applications across key industries. All examples represent Level
3 (Agentic Workows) implementations, where multiple AI
agents work together to execute complex business processes
while maintaining human oversight. A critical success factor in
launching an agentic AI transformation is identifying, assessing,
and prioritizing the right business use cases. To accelerate this
process, we’ve curated these examples from our extensive
implementation experience across industries. Each case study
provides detailed insights into the business challenges, agent
capabilities, and measurable results, o ering practical blueprints
for your own agentic AI initiatives.

Business Challenge A major airline services organization faced

increasing operational complexity, managing thousands of
supplier communications and document processing tasks daily.
While early chatbot implementations helped with basic queries,
they failed to drive the transformative e ciency gains the
organization needed. The company recognized that automation
alone was not enough—true operational improvements required

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an intelligent system capable of independently coordinating

tasks, executing workows, and adapting to dynamic business
conditions.

• Interpret incoming supplier messages using natural

language processing
• Route communications based on urgency, contract terms,
and operational impact
• Generate context-aware responses aligned with supplier
agreements
• Execute follow-up actions including approvals and
system updates
• Learn and rene decision-making based on interaction
patterns
• Monitor and ag anomalies requiring human intervention
• Maintain compliance with aviation industry standards

Impact and Results The system follows a “management by

exception” model borrowed from aviation operations - routine
communications are fully automated while human operators
engage only for anomalies or high-risk scenarios. The early
impact of this approach has been signicant. Processing times
have decreased substantially, while accuracy has improved
through the system’s consistent application of business rules.
More importantly, the AI has redened employee roles—freeing
sta from repetitive processing tasks and enabling them to focus
on higher-value problem-solving. The company sees this shift
as critical for addressing workforce challenges, particularly in
regions facing labor shortages.

Business Challenge A global manufacturer struggled with

coordinating complex facility operations across multiple

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production lines, suppliers, and maintenance schedules.

Traditional automation solutions couldn’t handle the dynamic
nature of manufacturing operations, where changes in one area
created ripple e ects throughout the system.

• Monitor real-time production metrics and equipment

status
• Coordinate scheduling across multiple production lines
• Manage inventory levels and supplier relationships
• Optimize maintenance timing based on production
demands
• Adjust sta ng requirements based on production
changes
• Generate automated reports and alerts for stakeholders
• Predict and prevent potential bottlenecks

Impact and Results The agent system demonstrated its value

during a major supply chain disruption, where it autonomously
recalculated production schedules, identied alternative
suppliers, adjusted sta ng requirements, and modied
maintenance schedules to optimize available resources. This
dynamic response capability helped maintain 92% of planned
production despite signicant supply chain challenges. The
system reduced unplanned downtime by 35% and improved
overall equipment e ectiveness by 25%.

Business Challenge A global consumer goods company faced

increasing complexity in managing supply chain risks across
multiple tiers of suppliers, geographies, and product lines.
Traditional monitoring systems couldn’t e ectively predict
and respond to complex risk scenarios or coordinate responses
across the organization.

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• Monitor global supply chain events and disruptions in

real-time
• Assess the impact of disruptions on multiple supply
chain tiers
• Identify alternative sourcing options and calculate costs
• Coordinate response plans across multiple departments
• Generate risk mitigation recommendations
• Track supplier performance and compliance
• Maintain continuous communication with stakeholders

Impact and Results During a major global supply chain

disruption, the system automatically identied a ected suppliers,
calculated impact across product lines, and coordinated
alternative sourcing strategies. The agent network reduced
response time to supply chain disruptions by 60% and decreased
supply chain risk incidents by 40%. Most importantly, it enabled
proactive risk management, with 85% of potential disruptions
addressed before impacting operations.

Business Challenge A technology company faced increasing

complexity in managing enterprise sales cycles involving
multiple stakeholders, lengthy approval processes, and
complex solution congurations. Traditional CRM systems
couldn’t e ectively coordinate the numerous touchpoints and
dependencies in complex B2B sales processes.

• Analyze historical deal patterns to identify success

factors
• Coordinate follow-up activities across sales teams

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 Agentic Articial Intelligence

• Generate personalized proposal documents

• Track competitive intelligence and market dynamics
• Manage pipeline and forecast updates
• Optimize territory and account assignments
• Automate routine sales documentation

Impact and Results The agent system transformed the

sales process by identifying patterns in successful deals and
automatically adjusting engagement strategies. It reduced the
time sales teams spent on administrative tasks by 40% while
increasing win rates by 28%. The system’s ability to coordinate
complex stakeholder communications and automate proposal
generation reduced sales cycle time by 40%, allowing sales
teams to focus on relationship building and strategic discussions.

Business Challenge A software-as-a-service company struggled

to proactively identify growth opportunities and churn risks
across their customer base. The traditional account management
approach relied heavily on manual monitoring and individual
account manager insights, making it di cult to scale e ectively
and maintain consistent service levels.

• Monitor customer usage patterns and engagement

metrics
• Identify expansion opportunities based on usage trends
• Detect early warning signs of potential churn
• Coordinate proactive outreach and engagement activities
• Generate personalized growth recommendations
• Automate routine account management tasks
• Track customer health scores and success metrics

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Impact and Results The agent system revolutionized account

management by providing early insights and coordinating
proactive interventions. It identied at-risk accounts an average
of 60 days earlier than previous methods and increased successful
retention interventions by 45%. The system also drove growth,
with a 35% increase in expansion revenue through better-timed
and more relevant upsell opportunities. Customer satisfaction
scores improved by 25% due to more proactive and personalized
engagement.

Business Challenge A major healthcare system identied that

underserved populations were struggling to access available
healthcare services and assistance programs. The traditional
process required patients to navigate multiple complex systems,
ll out numerous applications, and coordinate across various
agencies - creating signicant barriers to care. Many eligible
patients were missing out on critical services simply due to the
complexity of the application processes.

• Conduct conversational interviews to understand patient

situations
• Autonomously gather documentation from authorized
sources
• Identify suitable programs and services based on patient
circumstances
• Complete and submit applications across multiple
assistance programs
• Monitor application statuses and respond to information
requests
• Coordinate practical support services like transportation

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 Agentic Articial Intelligence

• Maintain clear communication with patients through

preferred channels

Impact and Results The AI agent system transformed access

to care by acting as an intelligent navigator and advocate. When
a patient mentions losing their job, the system automatically
evaluates eligibility across multiple assistance programs, initiates
applications, and coordinates support services - all while keeping
the patient informed through their preferred communication
channel. Processing times decreased from weeks to days, while
program enrollment rates increased signicantly.

Business Challenge A major retail bank struggled with

coordinating complex customer service requests across multiple
channels and product lines. Traditional banking systems operated
in silos, making it di cult to provide seamless service, especially
for requests involving multiple departments or products.

• Process and route customer inquiries across channels

• Coordinate responses across multiple departments
• Handle complex transaction investigations
• Manage fraud alerts and security measures
• Automate routine service requests
• Maintain compliance with banking regulations
• Generate personalized customer communications

Impact and Results The agent system dramatically

improved service delivery by coordinating across previously
siloed departments. Mortgage processing time was reduced
from 45 days to 18 days, suspicious activity response time cut
by 80%, and customer satisfaction scores increased by 35%. The
system’s ability to handle complex multi-department requests

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reduced resolution times by 60% while improving accuracy and

compliance.

Business Challenge A large insurance provider faced increasing

complexity in managing claims involving multiple parties,
service providers, and documentation requirements. Traditional
claims processing systems couldn’t e ectively coordinate the
various stakeholders or adapt to changing circumstances during
claims resolution.

• Analyze claims documentation and photos using

computer vision
• Cross-reference policy details and coverage limitations
• Coordinate with multiple service providers
• Manage communication between adjusters and claimants
• Identify potential fraud patterns through network analysis
• Optimize settlement timing based on multiple factors
• Maintain regulatory compliance throughout the process

Impact and Results The agent system demonstrated its

value, particularly in complex multi-party claims. In one case, it
coordinated communications between ve insurance companies,
three repair shops, and multiple medical providers, maintaining
clear documentation and speeding resolution by 60%. Overall
claims processing time reduced by 40%, accuracy improved by
35%, and customer satisfaction scores increased by 30%. The
system’s fraud detection capabilities led to a 25% increase in
identifying suspicious claims patterns.

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Business Challenge A global nancial institution struggled

with detecting increasingly sophisticated fraud patterns across
multiple channels and transaction types. Traditional rule-based
fraud detection systems were too rigid to adapt to evolving
fraud schemes and generated high rates of false positives that
consumed investigator time.

• Monitor transaction patterns across all channels in real-

time
• Correlate data points across multiple accounts and
systems
• Identify complex fraud patterns using network analysis
• Coordinate immediate response actions across
departments
• Generate investigation packages for complex cases
• Update fraud detection rules based on new patterns
• Maintain audit trails of all detection and response actions

Impact and Results The agent system revolutionized fraud

detection by identifying subtle patterns that traditional systems
missed. During one incident, it detected a coordinated fraud
attempt by recognizing subtle patterns across multiple accounts
and channels, preventing potential losses before any transactions
were completed. The system reduced false positives by 60%,
increased fraud detection rates by 35%, and cut response times
from hours to minutes. Annual fraud losses decreased by 45%
while investigator e ciency improved by 40%.

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Business Challenge A global life sciences company faced

mounting challenges in managing complex documentation
across research, development, and manufacturing. The highly
regulated nature of the industry required a sophisticated system
capable of understanding GxP guidelines, manufacturing
deviations, and compliance intricacies. Traditional document
management systems couldn’t handle the depth of regulatory
interpretation needed.

• Interpret GxP requirements and identify relevant policies

• Search internal databases and external regulatory sources
• Assess manufacturing deviations and cross-reference
past incidents
• Compile structured, audit-ready reports
• Maintain full documentation traceability
• Coordinate compliance workows across departments
• Alert stakeholders of potential compliance issues

Impact and Results The system transformed regulatory

documentation management by providing intelligent
interpretation and coordination. For example, if a quality
assurance specialist investigates a manufacturing deviation,
the system doesn’t just provide raw data. It autonomously
identies relevant historical cases from similar deviations,
cross-references regulatory updates that may impact resolution
protocols, synthesizes a compliance report outlining risks,
recommended actions, and supporting documentation, and alerts
key stakeholders if patterns indicate systemic issues requiring
process adjustments. Early results have demonstrated a
fundamental shift in how regulatory documentation is managed.

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 Agentic Articial Intelligence

Business Challenge A technology company struggled with

coordinating security responses across their complex IT
infrastructure. Traditional security tools generated numerous
alerts but couldn’t e ectively prioritize threats or coordinate
comprehensive responses across multiple systems.

• Monitor system activities across all platforms

• Correlate security events to identify threat patterns
• Coordinate immediate response actions
• Update security rules across systems
• Initiate vulnerability assessments
• Generate security incident reports
• Maintain compliance with security standards

Impact and Results The agent system demonstrated its value

during a potential zero-day threat incident, where it identied
and contained the threat before it could impact critical systems.
Overall, incident response times reduced by 60%, false positive
alerts decreased by 75%, and system availability improved
by 45%. The system’s ability to learn from past incidents and
automatically update security rules led to a 40% reduction in
successful breach attempts.

Business Challenge A nancial services organization faced

increasing challenges in monitoring competitor nancial
performance, reconciling market data with internal benchmarks,
and generating timely insights for executive decision-making.
Traditional processes relied on manual data collection from
earnings reports, industry publications, and nancial lings,

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followed by extensive reconciliation e orts to align external

gures with internal forecasting models. This approach was
time-consuming, inconsistent, and limited in its ability to
provide real-time intelligence.

• Continuously scrape and process nancial reports and

earnings statements
• Cross-reference external gures against internal models
• Normalize data across di erent reporting methodologies
• Generate structured competitive analysis reports
• Identify emerging market trends and risks
• Provide real-time responses to executive queries
• Maintain historical analysis and trend data

Impact and Results The agent system transformed

competitive intelligence gathering by providing real-time,
contextual insights. Unlike traditional automation, this system
does more than aggregate nancial data—it actively interprets
and contextualizes information, identifying anomalies, strategic
shifts, and potential risks before they become evident in
standard reporting cycles. Leadership teams can interact with
the system through a conversational interface, requesting up-to-
date nancial comparisons, competitive positioning analyses, or
scenario-based forecasts without relying on manual intervention.
The system’s ability to autonomously rene its outputs over time
has signicantly reduced the burden on analysts while improving
the accuracy and speed of strategic insights.

Business Challenge A consulting rm faced increasing di culty

in gathering, analyzing, and synthesizing market research
across multiple industries and data sources. Traditional research

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methods were time-consuming and often missed important

connections across di erent market segments and trends.

• Gather data from multiple public and proprietary sources

• Analyze market trends across industries
• Identify emerging opportunities and threats
• Generate comprehensive market reports
• Maintain up-to-date industry knowledge bases
• Coordinate research workows across teams
• Create customized research briengs

Impact and Results The agent system revolutionized the

rm’s research capabilities by providing deeper, more connected
insights in less time. Research that previously took months is
now completed in weeks, with a 40% increase in the depth
of insights generated. The system’s ability to identify cross-
industry patterns has led to several breakthrough client insights,
resulting in a 35% increase in consulting engagements and a
45% improvement in client satisfaction scores.

Business Challenge A global corporation struggled with

coordinating complex HR processes across multiple regions,
time zones, and regulatory environments. Traditional HR
systems operated in silos, making it di cult to provide
consistent employee experiences and maintain compliance
across jurisdictions.

• Coordinate end-to-end hiring processes

• Analyze market salary data and skill requirements

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• Craft e ective job descriptions based on past success

• Screen applications using sophisticated pattern matching
• Manage complex interview scheduling across time zones
• Orchestrate personalized onboarding journeys
• Monitor workforce patterns for retention risks
• Identify emerging skill gaps and development needs
• Ensure compliance across multiple jurisdictions

Impact and Results The agent system transformed HR

operations by coordinating previously fragmented processes.
Hiring processes accelerated by 45%, candidate quality improved
by 30%, and early-stage turnover reduced by 25%. The system’s
ability to predict retention risks and identify skill development
needs led to a 40% improvement in employee retention. HR
teams report spending 60% more time on strategic initiatives
rather than administrative tasks.

Business Challenge A multinational company struggled with

managing IT service requests across their global infrastructure.
Traditional IT service management tools couldn’t e ectively
prioritize requests, coordinate responses across technical teams,
or maintain consistent service levels across regions.

• Analyze and route service requests based on context

• Coordinate responses across multiple technical teams
• Monitor system performance metrics
• Orchestrate software deployments and updates
• Manage access requests and security protocols
• Generate performance and compliance reports
• Learn from past incidents to improve response times
• Maintain service level agreements across regions

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 Agentic Articial Intelligence

Impact and Results The agent system revolutionized IT

service management through intelligent coordination and
proactive problem-solving. During a recent cloud infrastructure
incident, the system coordinated database failover, network
rerouting, and application scaling while keeping stakeholders
informed in real-time. Overall incident resolution times
reduced by 60%, routine ticket volume decreased by 40%,
and system availability improved by 45%. Most signicantly,
IT teams shifted from reactive reghting to proactive system
enhancement, leading to a 35% reduction in major incidents.

***

These enterprise applications demonstrate the transformative

potential of agentic AI across diverse business functions. While
each implementation is unique, common patterns emerge:
signicant e ciency gains, improved accuracy, and perhaps
most importantly, the elevation of human work to more strategic
activities. We encourage organizations to use these cases as
starting points for their own transformations. The opportunities
for implementing agentic AI exist across all functions and
industries - the key is starting with well-dened use cases that
can demonstrate clear value while building organizational
capabilities and condence.

While enterprise applications demonstrate organizational

impact, personal productivity applications often provide the
most immediate and tangible benets of agentic AI. These
ve implementations showcase how AI agents can transform
individual work patterns, providing practical starting points
for organizations looking to build momentum for broader

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adoption. Each application represents proven implementations

that maintain human agency while signicantly enhancing
productivity.

Business Challenge Professionals were spending 15-20 hours

weekly managing email communications, struggling with inbox
overload, response prioritization, and maintaining consistent
communication quality across di erent stakeholders.

• Analyze incoming emails for urgency and importance

• Draft contextual responses based on previous
communications
• Identify action items and follow-up requirements
• Coordinate responses across multiple threads
• Generate consistent communication templates
• Maintain appropriate tone across di erent stakeholders
• Schedule follow-ups and track pending responses

Impact and Results A marketing director reported saving 15

hours weekly using the system, noting, “It’s like having a personal
assistant who knows exactly how I think and work.” The system
reduced email response time by 60% while improving response
quality and consistency. Teams using the system reported 40%
more time available for strategic work.

Business Challenge Professionals struggled with managing

complex scheduling demands, protecting focused work time,
and ensuring productive use of meeting hours. Traditional
calendar tools couldn’t e ectively balance competing priorities
or maintain work-life boundaries.

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 Agentic Articial Intelligence

• Understand and protect work priorities

• Coordinate scheduling across time zones
• Protect designated deep work sessions
• Optimize meeting distributions
• Generate meeting preparations and summaries
• Track follow-up items and commitments
• Maintain work-life balance boundaries

Impact and Results The system reduced administrative

scheduling time by 70% while improving meeting e ectiveness.
A senior executive reported that “it’s like having a strategic
assistant who understands not just my schedule, but my priorities
and work style.” Teams using the system reported 35% more
time for focused work and a 40% reduction in meeting overload.

Business Challenge Knowledge workers spent excessive

time gathering, analyzing, and synthesizing information from
multiple sources. Traditional research tools couldn’t e ectively
connect insights across di erent domains or generate structured
outputs tailored to specic needs.

• Gather information from multiple authorized sources

• Analyze and cross-reference data points
• Generate structured research summaries
• Identify key trends and patterns
• Create customized report formats
• Maintain source documentation
• Track research progress and updates
• Suggest relevant additional sources

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Impact and Results The agent system transformed research

e ciency by automating information gathering and synthesis. A
consultant noted that this capability “transformed my ability to
leverage our rm’s collective knowledge, making each project
start from a much stronger foundation.” Research time reduced
by 60% while the depth and quality of insights improved by
40%.

Business Challenge Professionals struggled with managing

multiple projects, coordinating dependencies, and maintaining
visibility across various workstreams. Traditional project
management tools couldn’t e ectively adapt to changing
priorities or coordinate across di erent tools and teams.

• Break down complex projects into manageable tasks

• Coordinate dependencies across multiple workstreams
• Monitor deadlines and progress
• Adjust schedules based on priority changes
• Generate status updates and reports
• Identify potential bottlenecks
• Maintain project documentation
• Track resource allocation

Impact and Results The system transformed project

management e ectiveness through intelligent coordination. One
product manager highlighted how “it kept track of hundreds
of small details I would have missed, allowing me to focus
on strategic decisions.” Teams using the system showed 40%
higher project completion rates and reported 35% more time for
strategic thinking.

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 Agentic Articial Intelligence

Business Challenge Professionals spent signicant time

creating, reviewing, and revising documents, often struggling
with maintaining consistency, ensuring accuracy, and managing
version control across multiple stakeholders.

• Generate initial document drafts

• Review for consistency and accuracy
• Track changes and versions
• Coordinate review workows
• Maintain style guidelines
• Check citations and references
• Generate executive summaries
• Format documents to standards

Impact and Results The agent system revolutionized

document management workows. Document creation time
reduced by 50%, while review cycles shortened by 40%. Teams
reported improved document quality and consistency, with one
manager noting, “It’s like having a dedicated editor who knows
our style guide perfectly.” Most importantly, professionals
reported having more time for high-value content creation rather
than formatting and administrative tasks.
These personal productivity applications demonstrate how
AI agents can transform individual work patterns, freeing up
time for more strategic and creative tasks while improving output
quality and consistency. The key impact across all applications
has been not just e ciency gains, but a fundamental shift in how
professionals can focus their time and energy on truly value-
adding activities.

***

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These personal productivity applications o er accessible entry

points for organizations beginning their agentic AI journey.
By starting with these individual-level implementations,
organizations can build familiarity and condence with AI agents
while delivering immediate value to employees. The results
consistently show not just e ciency gains, but a fundamental
shift in how professionals can focus their time and energy on
truly value-adding activities. We encourage organizations to
consider these applications as initial steps toward broader
agentic AI transformation, using the demonstrated successes to
build momentum for more comprehensive implementations.

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