# 100 Planning Patterns

Updated 22 July 2026

Prepared by AgenticMotion by Qualiteh · Reviewed by Mladen Ranković

Planning patterns are ideas for recurring work to explore. They are not products, offers, or implementation recommendations.

Use this catalog to recognise recurring work worth mapping. Each pattern keeps AI-prepared work separate from the named human decision and the record that remains. It is a planning aid, not a promise of savings, speed, feasibility, compliance, or production readiness.

## How to use the catalog

1. Choose one recurring situation your team recognises.
2. Confirm the tools and authoritative records involved.
3. Keep the named human decision and fallback visible.
4. Map the current workflow before selecting technology.

## Sales & CRM (25)

### AM-001 — Public tender/RFP watch

- **Recurring situation:** Founder misses relevant public tenders
- **Typical tools:** Source system; Microsoft 365; CRM
- **AI could prepare:** Shortlist of matching tenders + rationale
- **Human decision:** Founder confirms relevance
- **Expected record:** Reviewed opportunity in CRM
- **Boundary:** Public-source only; no scraping gated data.

### AM-002 — Website-visitor company signal review

- **Recurring situation:** Unsure which firms visit site
- **Typical tools:** Source system; CRM
- **AI could prepare:** Ranked firm-level signals
- **Human decision:** Sales confirms outreach
- **Expected record:** Logged signal + decision
- **Boundary:** No individual-level tracking without consent.

### AM-003 — News/funding trigger monitoring

- **Recurring situation:** Wants to reach firms after events
- **Typical tools:** Source system; CRM
- **AI could prepare:** Draft trigger list + angle
- **Human decision:** Rep approves outreach
- **Expected record:** Logged trigger + owner
- **Boundary:** Public news only; label signal not fact.

### AM-004 — Inbound form enrichment

- **Recurring situation:** Raw form fills lack context
- **Typical tools:** Source system; CRM
- **AI could prepare:** Enriched lead brief
- **Human decision:** Rep confirms fit
- **Expected record:** Logged enriched record
- **Boundary:** Permissioned sources only.

### AM-005 — LinkedIn/social inbound triage

- **Recurring situation:** DMs/comments get lost
- **Typical tools:** Source system; Microsoft 365
- **AI could prepare:** Draft summary of inbound intent
- **Human decision:** Rep decides action
- **Expected record:** Logged lead intent
- **Boundary:** Respect platform ToS; human sends replies.

### AM-006 — Referral-source tracking

- **Recurring situation:** Doesn't know who refers
- **Typical tools:** CRM
- **AI could prepare:** Draft referral attribution
- **Human decision:** Founder validates
- **Expected record:** Logged referral map
- **Boundary:** Attribution is estimate.

### AM-007 — Lost-deal re-engagement list

- **Recurring situation:** Old opportunities go cold
- **Typical tools:** CRM; Microsoft 365
- **AI could prepare:** Draft re-engagement shortlist + reason
- **Human decision:** Rep approves contact
- **Expected record:** Logged re-engage list
- **Boundary:** No win-rate-uplift claims.

### AM-008 — Website Q&A → qualified conversation

- **Recurring situation:** Visitors ask, no fast answer
- **Typical tools:** Source system; CRM
- **AI could prepare:** Draft answer + qualification, human handoff
- **Human decision:** Rep takes over
- **Expected record:** Logged Q&A + handoff
- **Boundary:** No auto pricing/commitments.

### AM-009 — Service-fit self-check

- **Recurring situation:** Prospects unsure if a fit
- **Typical tools:** Source system; Microsoft 365
- **AI could prepare:** Draft fit assessment
- **Human decision:** Rep confirms
- **Expected record:** Logged fit result
- **Boundary:** Fit is indicative only.

### AM-010 — Meeting-booking assist

- **Recurring situation:** Back-and-forth to book
- **Typical tools:** Microsoft 365
- **AI could prepare:** Proposed times + context brief
- **Human decision:** Rep confirms
- **Expected record:** Logged booking + notes
- **Boundary:** Calendar write only if approved.

### AM-011 — Pricing-guidance triage

- **Recurring situation:** "How much?" asked constantly
- **Typical tools:** Source system; Microsoft 365
- **AI could prepare:** Draft guidance + routing to human
- **Human decision:** Founder approves ranges
- **Expected record:** Logged inquiry
- **Boundary:** No binding quotes.

### AM-012 — Multi-language inquiry routing

- **Recurring situation:** Regional inquiries in local language
- **Typical tools:** Source system; Microsoft 365
- **AI could prepare:** Draft translation + summary (site stays EN)
- **Human decision:** Human verifies meaning
- **Expected record:** Logged inquiry
- **Boundary:** Translations flagged for human check.

### AM-013 — Resource recommendation

- **Recurring situation:** Visitors can't find content
- **Typical tools:** Source system
- **AI could prepare:** Draft resource shortlist
- **Human decision:** Marketer approves
- **Expected record:** Logged recommendation
- **Boundary:** No performance guarantees.

### AM-014 — Abandoned-inquiry nudge

- **Recurring situation:** Half-finished inquiries lost
- **Typical tools:** Microsoft 365
- **AI could prepare:** Draft follow-up + context
- **Human decision:** Rep approves send
- **Expected record:** Logged nudge
- **Boundary:** Consent before email.

### AM-015 — Duplicate contact detection

- **Recurring situation:** CRM full of duplicates
- **Typical tools:** CRM
- **AI could prepare:** Draft merge suggestions
- **Human decision:** Ops approves merges
- **Expected record:** Logged merge decisions
- **Boundary:** Merges reviewed before commit.

### AM-016 — Stale-deal flagging

- **Recurring situation:** Deals stall silently
- **Typical tools:** CRM; Microsoft 365
- **AI could prepare:** Draft stalled-deal list + next step
- **Human decision:** Rep decides
- **Expected record:** Logged review
- **Boundary:** Next steps are suggestions.

### AM-017 — Follow-up reminder drafting

- **Recurring situation:** Follow-ups forgotten
- **Typical tools:** Microsoft 365; CRM
- **AI could prepare:** Draft follow-up messages
- **Human decision:** Rep approves send
- **Expected record:** Logged follow-up
- **Boundary:** Human sends every message.

### AM-018 — Contact-data standardisation

- **Recurring situation:** Inconsistent field formats
- **Typical tools:** CRM
- **AI could prepare:** Draft normalised records
- **Human decision:** Ops approves
- **Expected record:** Logged changes
- **Boundary:** Reversible, logged.

### AM-019 — Activity-logging assist

- **Recurring situation:** Reps forget to log
- **Typical tools:** CRM; Microsoft 365
- **AI could prepare:** Draft activity entries from notes
- **Human decision:** Rep confirms
- **Expected record:** Logged activity
- **Boundary:** No fabricated activity.

### AM-020 — Sequenced nurture drafting

- **Recurring situation:** Nurture inconsistent
- **Typical tools:** Microsoft 365; CRM
- **AI could prepare:** Draft nurture sequence
- **Human decision:** Marketer approves each
- **Expected record:** Logged sequence
- **Boundary:** Consent; no false urgency.

### AM-021 — Win/loss note structuring

- **Recurring situation:** Loss reasons unclear
- **Typical tools:** CRM
- **AI could prepare:** Draft structured win/loss summary
- **Human decision:** Rep validates
- **Expected record:** Logged win/loss record
- **Boundary:** Summaries are interpretation.

### AM-062 — Pipeline snapshot

- **Recurring situation:** Pipeline opaque
- **Typical tools:** Microsoft 365; CRM
- **AI could prepare:** Draft pipeline summary
- **Human decision:** Sales lead reviews
- **Expected record:** Logged snapshot
- **Boundary:** Forecast is estimate.

### AM-091 — Meeting-scheduling coordination

- **Recurring situation:** Endless back-and-forth
- **Typical tools:** Microsoft 365
- **AI could prepare:** Draft proposed times + agenda
- **Human decision:** Owner confirms
- **Expected record:** Logged booking
- **Boundary:** Calendar write only if approved.

### AM-096 — Regional-language inquiry handling (site stays EN)

- **Recurring situation:** Warm regional leads write in Serbian
- **Typical tools:** Microsoft 365
- **AI could prepare:** Draft translation + English-logged summary
- **Human decision:** Human verifies + replies
- **Expected record:** Logged inquiry (EN)
- **Boundary:** Public copy English-only; translations human-checked.

### AM-100 — Regional-partner referral tracking

- **Recurring situation:** Growth via warm networks
- **Typical tools:** Microsoft 365; CRM
- **AI could prepare:** Draft referral map + suggested thank-you
- **Human decision:** Founder approves
- **Expected record:** Logged referral
- **Boundary:** Attribution is estimate.

## Marketing & content (10)

### AM-029 — Blog/article drafting from source

- **Recurring situation:** Wants to publish, no time
- **Typical tools:** Microsoft 365
- **AI could prepare:** Draft article from source
- **Human decision:** Founder edits/approves
- **Expected record:** Logged draft
- **Boundary:** Editorial approval; no plagiarism.

### AM-030 — LinkedIn post drafting

- **Recurring situation:** Posting inconsistent
- **Typical tools:** Microsoft 365; Source system
- **AI could prepare:** Draft posts
- **Human decision:** Founder approves
- **Expected record:** Logged posts
- **Boundary:** Human posts; no false claims.

### AM-031 — Newsletter assembly

- **Recurring situation:** Newsletter takes hours
- **Typical tools:** Microsoft 365
- **AI could prepare:** Draft newsletter
- **Human decision:** Marketer approves
- **Expected record:** Logged issue
- **Boundary:** Consent-based list only.

### AM-032 — Content repurposing

- **Recurring situation:** One asset, one use
- **Typical tools:** Microsoft 365
- **AI could prepare:** Draft repurposed variants
- **Human decision:** Founder approves
- **Expected record:** Logged variants
- **Boundary:** No fabricated stats.

### AM-033 — SEO brief drafting

- **Recurring situation:** Content unfocused
- **Typical tools:** Microsoft 365
- **AI could prepare:** Draft SEO briefs
- **Human decision:** Marketer approves
- **Expected record:** Logged brief
- **Boundary:** No ranking guarantees.

### AM-034 — Webinar/talk outline

- **Recurring situation:** Prep slow
- **Typical tools:** Microsoft 365
- **AI could prepare:** Draft outline + talking points
- **Human decision:** Founder approves
- **Expected record:** Logged outline
- **Boundary:** Human owns content.

### AM-035 — Testimonial request drafting

- **Recurring situation:** Rarely asks for reviews
- **Typical tools:** Microsoft 365; CRM
- **AI could prepare:** Draft request messages
- **Human decision:** Founder approves
- **Expected record:** Logged request
- **Boundary:** Only genuine testimonials.

### AM-066 — Marketing-performance recap

- **Recurring situation:** Channel performance is unclear
- **Typical tools:** Microsoft 365
- **AI could prepare:** Draft recap + interpretation
- **Human decision:** Marketer validates
- **Expected record:** Logged recap
- **Boundary:** Attribution labelled estimate.

### AM-080 — List cleaning/normalisation

- **Recurring situation:** Marketing lists dirty
- **Typical tools:** Microsoft 365
- **AI could prepare:** Draft cleaned list
- **Human decision:** Marketer approves
- **Expected record:** Logged changes
- **Boundary:** Consent status preserved.

### AM-093 — Event/webinar logistics

- **Recurring situation:** Event prep scattered
- **Typical tools:** Microsoft 365
- **AI could prepare:** Draft logistics checklist
- **Human decision:** Owner approves
- **Expected record:** Logged checklist
- **Boundary:** No auto commitments.

## Proposals & client delivery (22)

### AM-022 — Proposal first-draft assembly

- **Recurring situation:** Proposals slow
- **Typical tools:** Microsoft 365; CRM
- **AI could prepare:** Draft proposal from template + inputs
- **Human decision:** Founder edits/approves
- **Expected record:** Logged proposal version
- **Boundary:** No auto-send; human signs off.

### AM-023 — Scope-of-work drafting

- **Recurring situation:** SOWs inconsistent
- **Typical tools:** Microsoft 365
- **AI could prepare:** Draft SOW
- **Human decision:** Founder approves
- **Expected record:** Logged SOW
- **Boundary:** Legal review flagged.

### AM-024 — Contract clause assembly

- **Recurring situation:** Slow contract prep
- **Typical tools:** Microsoft 365
- **AI could prepare:** Draft from approved clause library
- **Human decision:** Founder/lawyer approves
- **Expected record:** Logged contract draft
- **Boundary:** Draft clauses only. A qualified person reviews legal meaning before use.

### AM-025 — Case-study drafting

- **Recurring situation:** No time to write proof
- **Typical tools:** Microsoft 365
- **AI could prepare:** Draft case study from project data
- **Human decision:** Client + founder approve
- **Expected record:** Logged case study
- **Boundary:** Only with client permission.

### AM-026 — Pitch-deck refresh

- **Recurring situation:** Decks outdated
- **Typical tools:** Microsoft 365
- **AI could prepare:** Draft updated slides
- **Human decision:** Founder approves
- **Expected record:** Logged deck version
- **Boundary:** No fabricated metrics.

### AM-027 — Quote/estimate assembly

- **Recurring situation:** Quotes slow
- **Typical tools:** Microsoft 365
- **AI could prepare:** Draft quote from rate card
- **Human decision:** Founder approves
- **Expected record:** Logged quote
- **Boundary:** No binding auto-issue.

### AM-028 — Recurring report template fill

- **Recurring situation:** Client reports repetitive
- **Typical tools:** Microsoft 365
- **AI could prepare:** Draft filled report
- **Human decision:** Account mgr approves
- **Expected record:** Logged report
- **Boundary:** Numbers verified before send.

### AM-036 — Meeting-notes → actions

- **Recurring situation:** Actions lost after calls
- **Typical tools:** Microsoft 365; CRM
- **AI could prepare:** Draft commitments, owners, follow-ups
- **Human decision:** Attendee confirms
- **Expected record:** Logged action list
- **Boundary:** Recording consent required.

### AM-037 — Pre-meeting brief

- **Recurring situation:** Reps unprepared
- **Typical tools:** Microsoft 365; CRM
- **AI could prepare:** Draft context brief
- **Human decision:** Rep reviews
- **Expected record:** Logged brief
- **Boundary:** Facts flagged for verification.

### AM-038 — Follow-up email drafting

- **Recurring situation:** Follow-ups delayed
- **Typical tools:** Microsoft 365
- **AI could prepare:** Draft recap + next steps
- **Human decision:** Attendee approves
- **Expected record:** Logged recap
- **Boundary:** Human sends.

### AM-039 — KPI-review interpretation

- **Recurring situation:** Numbers reviewed slowly
- **Typical tools:** Microsoft 365
- **AI could prepare:** Draft KPI interpretation + questions
- **Human decision:** Manager validates
- **Expected record:** Logged interpretation
- **Boundary:** Interpretation, not fact.

### AM-040 — Recurring standup summary

- **Recurring situation:** Standups undocumented
- **Typical tools:** Microsoft 365
- **AI could prepare:** Draft standup summary
- **Human decision:** Lead confirms
- **Expected record:** Logged summary
- **Boundary:** Internal-only data.

### AM-041 — Client-review pack (QBR)

- **Recurring situation:** QBRs slow to prep
- **Typical tools:** Microsoft 365
- **AI could prepare:** Draft review pack
- **Human decision:** Account mgr approves
- **Expected record:** Logged pack
- **Boundary:** Numbers verified.

### AM-055 — Client-onboarding checklist

- **Recurring situation:** Onboarding inconsistent
- **Typical tools:** Microsoft 365; CRM
- **AI could prepare:** Draft onboarding plan + tasks
- **Human decision:** PM approves
- **Expected record:** Logged onboarding
- **Boundary:** Human owns client comms.

### AM-056 — Project-kickoff pack

- **Recurring situation:** Kickoffs slow
- **Typical tools:** Microsoft 365
- **AI could prepare:** Draft kickoff pack
- **Human decision:** PM approves
- **Expected record:** Logged pack
- **Boundary:** No implied commitments.

### AM-057 — Task/owner assignment

- **Recurring situation:** Ownership unclear
- **Typical tools:** Microsoft 365
- **AI could prepare:** Draft task/owner map
- **Human decision:** PM confirms
- **Expected record:** Logged assignments
- **Boundary:** Human confirms owners.

### AM-058 — Status-update drafting

- **Recurring situation:** Clients chase updates
- **Typical tools:** Microsoft 365
- **AI could prepare:** Draft status update
- **Human decision:** PM approves
- **Expected record:** Logged update
- **Boundary:** Facts verified.

### AM-059 — Handoff-document assembly

- **Recurring situation:** Handoffs messy
- **Typical tools:** Microsoft 365
- **AI could prepare:** Draft handoff doc
- **Human decision:** Lead approves
- **Expected record:** Logged handoff
- **Boundary:** Internal data only.

### AM-060 — Resource-allocation review

- **Recurring situation:** Overbooking happens
- **Typical tools:** Microsoft 365
- **AI could prepare:** Draft allocation view + conflicts
- **Human decision:** Manager decides
- **Expected record:** Logged review
- **Boundary:** Suggestions only.

### AM-061 — Weekly KPI digest

- **Recurring situation:** Founder lacks visibility
- **Typical tools:** Microsoft 365
- **AI could prepare:** Draft KPI digest + notes
- **Human decision:** Founder validates
- **Expected record:** Logged digest
- **Boundary:** Interpretation labelled.

### AM-064 — Utilisation report

- **Recurring situation:** Billable hours unclear
- **Typical tools:** Microsoft 365
- **AI could prepare:** Draft utilisation summary
- **Human decision:** Manager validates
- **Expected record:** Logged report
- **Boundary:** Numbers verified.

### AM-065 — Board/investor update

- **Recurring situation:** Updates take a day
- **Typical tools:** Microsoft 365
- **AI could prepare:** Draft update
- **Human decision:** Founder approves
- **Expected record:** Logged update
- **Boundary:** No fabricated figures.

## Finance & bookkeeping (14)

### AM-042 — Invoice-data extraction

- **Recurring situation:** Manual invoice entry
- **Typical tools:** Microsoft 365; Accounting system
- **AI could prepare:** Draft extracted records + exceptions
- **Human decision:** Bookkeeper approves
- **Expected record:** Logged write-back
- **Boundary:** Human approves before posting.

### AM-043 — Payment reconciliation

- **Recurring situation:** Matching payments manually
- **Typical tools:** Accounting system
- **AI could prepare:** Draft matched + flagged exceptions
- **Human decision:** Bookkeeper approves
- **Expected record:** Logged reconciliation
- **Boundary:** Exceptions surfaced, not auto-cleared.

### AM-044 — Expense-claim triage

- **Recurring situation:** Expenses slow
- **Typical tools:** Microsoft 365
- **AI could prepare:** Draft categorised claims + flags
- **Human decision:** Finance approves
- **Expected record:** Logged decision
- **Boundary:** Policy review by human.

### AM-045 — Overdue-invoice chasing

- **Recurring situation:** Late payments unchased
- **Typical tools:** Microsoft 365
- **AI could prepare:** Draft dunning messages
- **Human decision:** Finance approves send
- **Expected record:** Logged reminder
- **Boundary:** No aggressive/false claims.

### AM-046 — Purchase-order matching

- **Recurring situation:** PO/invoice mismatch
- **Typical tools:** Accounting system
- **AI could prepare:** Draft matched POs + exceptions
- **Human decision:** Finance approves
- **Expected record:** Logged match
- **Boundary:** Human resolves mismatches.

### AM-047 — Monthly-close checklist

- **Recurring situation:** Close chaotic
- **Typical tools:** Microsoft 365
- **AI could prepare:** Draft close status + missing items
- **Human decision:** Finance approves
- **Expected record:** Logged close log
- **Boundary:** No unauthorised ledger changes.

### AM-048 — Spreadsheet exception review

- **Recurring situation:** Errors hide in sheets
- **Typical tools:** Microsoft 365
- **AI could prepare:** Draft flagged anomalies
- **Human decision:** Owner approves
- **Expected record:** Logged review
- **Boundary:** Flags reviewed, not auto-fixed.

### AM-063 — Cash-flow view

- **Recurring situation:** Cash surprises
- **Typical tools:** Microsoft 365
- **AI could prepare:** Draft cash view + flags
- **Human decision:** Founder reviews
- **Expected record:** Logged view
- **Boundary:** Not financial advice.

### AM-079 — Cross-system data match

- **Recurring situation:** Data siloed across tools
- **Typical tools:** Microsoft 365
- **AI could prepare:** Draft matched records + mismatches
- **Human decision:** Ops approves
- **Expected record:** Logged reconciliation
- **Boundary:** Human resolves mismatches.

### AM-081 — Master-data dedupe

- **Recurring situation:** Duplicate master records
- **Typical tools:** Microsoft 365
- **AI could prepare:** Draft merge plan
- **Human decision:** Ops approves
- **Expected record:** Logged merges
- **Boundary:** Reversible, reviewed.

### AM-082 — Spreadsheet→system migration prep

- **Recurring situation:** Data trapped in sheets
- **Typical tools:** Microsoft 365
- **AI could prepare:** Draft field mapping + issues
- **Human decision:** Ops approves
- **Expected record:** Logged mapping
- **Boundary:** No live write without approval.

### AM-084 — Address/VAT validation prep

- **Recurring situation:** Invalid records cause errors
- **Typical tools:** Microsoft 365
- **AI could prepare:** Draft flagged invalid records
- **Human decision:** Ops approves
- **Expected record:** Logged flags
- **Boundary:** External validation needs approval.

### AM-097 — RSD invoice & e-faktura prep

- **Recurring situation:** Local invoicing in RSD + Serbian e-invoicing
- **Typical tools:** Microsoft 365; Accounting system
- **AI could prepare:** Draft RSD invoice records + exceptions
- **Human decision:** Bookkeeper approves
- **Expected record:** Logged write-back
- **Boundary:** Preparation only. A bookkeeper confirms local tax and e-invoicing requirements.

### AM-098 — Regional planning-assumption review

- **Recurring situation:** Local firms need editable planning assumptions
- **Typical tools:** Microsoft 365
- **AI could prepare:** Draft an editable assumption from user-provided figures
- **Human decision:** Owner edits/approves
- **Expected record:** Logged assumption
- **Boundary:** Reference figures stay editable and must be confirmed from an approved source. Do not use payroll or person-level data.

## Customer service (12)

### AM-049 — Support-ticket triage

- **Recurring situation:** Tickets pile up
- **Typical tools:** Microsoft 365
- **AI could prepare:** Draft categorisation + priority + suggested reply
- **Human decision:** Agent approves
- **Expected record:** Logged triage
- **Boundary:** Human sends replies.

### AM-050 — FAQ answer drafting

- **Recurring situation:** Same questions repeat
- **Typical tools:** Microsoft 365
- **AI could prepare:** Draft answer from KB
- **Human decision:** Agent approves
- **Expected record:** Logged answer
- **Boundary:** No promises beyond policy.

### AM-051 — Escalation summary

- **Recurring situation:** Handoffs lose context
- **Typical tools:** Microsoft 365
- **AI could prepare:** Draft escalation brief
- **Human decision:** Agent confirms
- **Expected record:** Logged handoff
- **Boundary:** Customer data minimised.

### AM-052 — CSAT follow-up

- **Recurring situation:** No feedback loop
- **Typical tools:** Microsoft 365
- **AI could prepare:** Draft follow-up + survey
- **Human decision:** Agent approves
- **Expected record:** Logged feedback
- **Boundary:** Consent for contact.

### AM-053 — SLA-breach alerting

- **Recurring situation:** Breaches noticed late
- **Typical tools:** Microsoft 365
- **AI could prepare:** Draft breach alerts + context
- **Human decision:** Lead decides
- **Expected record:** Logged alert
- **Boundary:** Alerts indicative.

### AM-054 — Renewal-reminder prep

- **Recurring situation:** Renewals slip
- **Typical tools:** Microsoft 365; CRM
- **AI could prepare:** Draft renewal list + outreach
- **Human decision:** Account mgr approves
- **Expected record:** Logged renewal task
- **Boundary:** No auto-renewal claims.

### AM-085 — Shared-inbox routing

- **Recurring situation:** Shared inbox chaos
- **Typical tools:** Microsoft 365
- **AI could prepare:** Draft routing + priority + suggested reply
- **Human decision:** Owner approves
- **Expected record:** Logged routing
- **Boundary:** Human sends.

### AM-086 — Email-to-task conversion

- **Recurring situation:** Requests buried in email
- **Typical tools:** Microsoft 365
- **AI could prepare:** Draft tasks from emails
- **Human decision:** Owner confirms
- **Expected record:** Logged tasks
- **Boundary:** Human confirms.

### AM-087 — Attachment filing

- **Recurring situation:** Files lost in inbox
- **Typical tools:** Microsoft 365
- **AI could prepare:** Draft filing plan
- **Human decision:** Owner approves
- **Expected record:** Logged filing
- **Boundary:** No auto-delete.

### AM-088 — Priority-flag summary

- **Recurring situation:** Important mail missed
- **Typical tools:** Microsoft 365
- **AI could prepare:** Draft priority summary
- **Human decision:** Owner reviews
- **Expected record:** Logged summary
- **Boundary:** Flags are suggestions.

### AM-089 — Out-of-office coverage brief

- **Recurring situation:** Handover messy
- **Typical tools:** Microsoft 365
- **AI could prepare:** Draft coverage brief
- **Human decision:** Owner approves
- **Expected record:** Logged brief
- **Boundary:** Human owns delegation.

### AM-090 — Recurring-request template

- **Recurring situation:** Same replies re-typed
- **Typical tools:** Microsoft 365
- **AI could prepare:** Draft reply templates
- **Human decision:** Owner approves
- **Expected record:** Logged template
- **Boundary:** Human sends.

## Manufacturing & quality (7)

### AM-067 — Policy-doc drafting

- **Recurring situation:** Policies outdated
- **Typical tools:** Microsoft 365
- **AI could prepare:** Draft policy from template
- **Human decision:** Owner + advisor approve
- **Expected record:** Logged version
- **Boundary:** Expert review; no compliance guarantee.

### AM-068 — Audit-evidence assembly

- **Recurring situation:** Audit prep painful
- **Typical tools:** Microsoft 365
- **AI could prepare:** Draft evidence pack + gaps
- **Human decision:** Compliance lead approves
- **Expected record:** Logged pack
- **Boundary:** No claim of audit pass.

### AM-069 — Quality-checklist review

- **Recurring situation:** Deliverable quality varies
- **Typical tools:** Microsoft 365
- **AI could prepare:** Draft QA findings
- **Human decision:** Reviewer approves
- **Expected record:** Logged QA log
- **Boundary:** Findings indicative.

### AM-070 — Incident-log structuring

- **Recurring situation:** Incidents recorded ad-hoc
- **Typical tools:** Microsoft 365
- **AI could prepare:** Draft structured incident record
- **Human decision:** Owner approves
- **Expected record:** Logged incident
- **Boundary:** No legal interpretation.

### AM-071 — Data-retention review

- **Recurring situation:** Old data lingers
- **Typical tools:** Microsoft 365
- **AI could prepare:** Draft retention flags
- **Human decision:** DPO/owner approves
- **Expected record:** Logged decision
- **Boundary:** A named person approves deletion against an approved policy. Confirm legal requirements outside this catalog.

### AM-072 — Supplier-compliance check

- **Recurring situation:** Vendor docs unchecked
- **Typical tools:** Microsoft 365
- **AI could prepare:** Draft compliance status + gaps
- **Human decision:** Ops approves
- **Expected record:** Logged status
- **Boundary:** Document gaps only. Do not issue a certification or compliance conclusion.

### AM-083 — Data-quality review

- **Recurring situation:** Quality unknown
- **Typical tools:** Microsoft 365
- **AI could prepare:** Draft quality report + gaps
- **Human decision:** Ops reviews
- **Expected record:** Logged quality review
- **Boundary:** Findings indicative.

## People & knowledge (10)

### AM-073 — Job-description drafting

- **Recurring situation:** Hiring slow to start
- **Typical tools:** Microsoft 365
- **AI could prepare:** Draft JD
- **Human decision:** Manager approves
- **Expected record:** Logged JD
- **Boundary:** No discriminatory language.

### AM-074 — CV-screening summary

- **Recurring situation:** Too many CVs
- **Typical tools:** Microsoft 365
- **AI could prepare:** Draft candidate summaries without ranking or deciding
- **Human decision:** Recruiter decides
- **Expected record:** Logged summary
- **Boundary:** No automated rejection. A recruiter reviews the summary for bias before deciding.

### AM-075 — Onboarding-doc pack

- **Recurring situation:** New hires under-supported
- **Typical tools:** Microsoft 365
- **AI could prepare:** Draft onboarding pack
- **Human decision:** HR approves
- **Expected record:** Logged pack
- **Boundary:** Internal data only.

### AM-076 — Internal FAQ/knowledge base

- **Recurring situation:** Same internal questions
- **Typical tools:** Microsoft 365
- **AI could prepare:** Draft KB articles
- **Human decision:** Owner approves
- **Expected record:** Logged article
- **Boundary:** Human validates accuracy.

### AM-077 — Training-material drafting

- **Recurring situation:** No time for training docs
- **Typical tools:** Microsoft 365
- **AI could prepare:** Draft training material
- **Human decision:** Owner approves
- **Expected record:** Logged material
- **Boundary:** Human owns content.

### AM-078 — Leave/rota summary

- **Recurring situation:** Leave tracking messy
- **Typical tools:** Microsoft 365
- **AI could prepare:** Draft leave summary + conflicts
- **Human decision:** Manager approves
- **Expected record:** Logged summary
- **Boundary:** PII minimised.

### AM-092 — Interview scheduling

- **Recurring situation:** Hiring logistics slow
- **Typical tools:** Microsoft 365
- **AI could prepare:** Draft interview schedule
- **Human decision:** Recruiter confirms
- **Expected record:** Logged schedule
- **Boundary:** PII minimised.

### AM-094 — Recurring-reminder cadence

- **Recurring situation:** Deadlines missed
- **Typical tools:** Microsoft 365
- **AI could prepare:** Draft reminder cadence
- **Human decision:** Owner approves
- **Expected record:** Logged reminders
- **Boundary:** Suggestions only.

### AM-095 — Cross-team coordination brief

- **Recurring situation:** Teams misaligned
- **Typical tools:** Microsoft 365
- **AI could prepare:** Draft coordination brief
- **Human decision:** Lead approves
- **Expected record:** Logged brief
- **Boundary:** Internal only.

### AM-099 — Bilingual internal knowledge base

- **Recurring situation:** Team works EN + Serbian
- **Typical tools:** Microsoft 365
- **AI could prepare:** Draft bilingual KB (client-facing stays EN)
- **Human decision:** Owner approves
- **Expected record:** Logged article
- **Boundary:** Public/client outputs English-only.