# AI agent use cases — Tunovix

> 8 real workflow patterns — customer support, document processing, sales qualification, internal knowledge, back-office automation, e-commerce order support, property management, recruiting screening — step by step, with the tools each one commonly connects to. Most have a matching interactive walkthrough at https://tunovix.com/demos calling this same site's live MCP server.

## Intelligent Document Processing: Invoices and Contracts to Structured Data (Back Office)

An AI agent that reads a PDF, invoice, or contract, extracts the real fields, checks them against existing records, and flags anything it isn't confident about for a human to confirm.

Workflow: Document upload → AI document processing → Extract fields → Validate against records → Human review → Update system

Connects to: Google Drive, Dropbox, DocuSign, QuickBooks, NetSuite, Email

https://tunovix.com/use-cases/ai-document-processing-agent

## Internal Company AI Agent: Ask About Contracts, Invoices, and Projects (Internal Tools)

An AI agent connected to Drive, Notion, Slack, your CRM, and internal APIs, so anyone on the team can ask a real question about a customer, contract, or project instead of hunting through five tools.

Workflow: Employee question → AI agent → Google Drive / Notion / Slack → CRM / PostgreSQL → Internal APIs → Answer with sources

Connects to: Google Drive, Notion, Slack, PostgreSQL, CRM, internal APIs

https://tunovix.com/use-cases/internal-company-knowledge-agent

## AI Sales Qualification Agent: From Website Visitor to Booked Call (Sales)

An AI agent that qualifies a website visitor, checks your CRM for existing history, scores the lead, and books a real slot on a salesperson's calendar — no form that just sits in an inbox.

Workflow: Website visitor → AI qualification → CRM lookup → Lead scoring → Calendar → Salesperson

Connects to: HubSpot, Salesforce, Calendly, Slack, Gmail

https://tunovix.com/use-cases/ai-sales-qualification-agent

## AI Agent for Recruiting: Resume Screening to Booked Interview (Recruiting)

An AI agent that checks a new application against real job criteria, scores it, and books a first-round interview for the candidates who actually qualify — no manual resume triage queue.

Workflow: Candidate application → AI agent → ATS lookup → Screen against criteria → Schedule interview → Recruiter review

Connects to: Greenhouse, Lever, Workable, Calendly, Slack

https://tunovix.com/use-cases/ai-recruiting-screening-agent

## AI Agent for Property Management: Maintenance Requests to Work Orders (Real Estate)

An AI agent that takes a tenant's maintenance request, checks the property system, categorizes and prioritizes it, and creates the work order — instead of a property manager doing it by hand.

Workflow: Tenant request → AI agent → Property system lookup → Categorize & prioritize → Create work order → Vendor / human dispatch

Connects to: Buildium, AppFolio, Yardi, Slack, Email

https://tunovix.com/use-cases/ai-property-management-agent

## AI Agent for E-Commerce Order Support (Shopify & Beyond) (E-commerce)

An AI agent that looks up a real order, checks tracking, and handles refunds/exchanges within set limits — instead of a customer waiting on a generic support queue.

Workflow: Customer message → AI agent → Order lookup → Resolve (refund / tracking / exchange) → Human escalation

Connects to: Shopify, WooCommerce, Gorgias, Zendesk, Stripe, Klaviyo

https://tunovix.com/use-cases/ai-ecommerce-order-support-agent

## AI Customer Support Agent: How the Workflow Actually Works (Customer Support)

An AI agent that reads your knowledge base, looks up the customer in your CRM or helpdesk, resolves what it can, and hands off the rest to a human with full context.

Workflow: Customer → AI agent → Knowledge base → CRM / Helpdesk → Resolve issue → Human escalation

Connects to: Zendesk, Intercom, HubSpot Service Hub, Slack, Gmail

https://tunovix.com/use-cases/ai-customer-support-agent

## AI Back-Office Automation: From Inbox to ERP, With a Human Still Approving (Back Office)

An AI agent that reads an incoming email, extracts the data, checks it against your ERP, creates or updates the record, drafts a reply — and waits for a human to approve before anything is final.

Workflow: Incoming email → AI understands request → Extract data → Check ERP → Create / update record → Generate response → Human approval

Connects to: Gmail / Outlook, ERP (NetSuite, SAP, Odoo), PostgreSQL, Slack

https://tunovix.com/use-cases/ai-back-office-automation-agent