BergLabs.

Use cases

Use cases your teams recognise in ten seconds.

Forty-eight workflows across customer operations, sales, finance, HR, legal and IT, each with the pain, the AI step, the human review and an example of the metric we track.

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Ticket triage + routing · CXPain · AI step · Review · Metric
  1. Pain6hr first responseWhat the team names first
  2. AI stepAuto-classify by intentBergAuto, scored
  3. ReviewQA 5% sampleNamed reviewer
  4. Metric75% faster routingTracked weekly

Systems: Zendesk, SalesforcePilot fit: Yes

Illustrative diagram. One row of the library, read left to right. Every row has the same shape.
  • Pain

    The problem a team names first.

  • AI step and review

    What automation does, and who checks it.

  • Metric

    The number the pilot is measured on.

Use-case library

48 workflows across six functions.

Filter by function or search by system. Every row is a workflow BergLabs scopes and runs.

Showing 48 of 48 workflows

Forty-eight workflows across six functions. Each row names the pain, the AI step, the review, the systems touched, the metric tracked and the pilot fit.
Use caseFunctionPainAI stepReviewSystemsMetricPilot fit
Ticket triage + routingCX6hr first responseAuto-classify by intentQA 5% sampleZendesk, Salesforce75% faster routingYes
Refund/returns decision supportCXPolicy inconsistencyDraft decision with evidenceAlways reviewedZendesk, ShopifyAHT -32%Pilot
QA sampling + coachingCXRandom uneven samplingRisk-weighted selectAll sampled reviewedZendesk, AircallQA coverage +200%Yes
Escalation handling + approvalsCXVIP issues buriedRoute by severityManager approvalIntercom, SalesforceEscalations -28%Yes
Knowledge base gap detectionCXRepeated unresolved topicsCluster unanswered intentsContent QA reviewZendesk, NotionDeflection +18%Pilot
PII/compliance checks in customer commsCXRisky customer repliesDetect PII and policy termsAlways reviewedGenesys, Zendesk100% policy scanYes
Call/chat summarisation + dispositionCXManual after-call workSummarise and tagQA sampleAircall, IntercomWrap time -45%Yes
Customer sentiment taggingCXMissed churn signalsClassify sentiment and riskReviewed sampleFreshdesk, SalesforceChurn flags +30%Pilot
Lead enrichment + validationSalesManual data lookupAuto-enrich profileApproval at scaleSalesforce, HubSpot60% time savedYes
Lead routing + territory assignmentSalesSlow handoff to repsRecommend owner and routeException reviewSalesforce, ZoomInfoLead response -40%Yes
Pipeline hygiene + duplicatesSalesDirty CRM recordsDetect duplicates and gapsOps approvalSalesforce, HubSpotPipeline accuracy +22%Yes
Account intent scoringSalesSignals scatteredScore account intentThreshold reviewMarketo, ApolloSQL lift +16%Pilot
ABM campaign QASalesPersonalisation errorsCheck audience and copyHuman signoffMarketo, SalesforceQA defects -54%Yes
MQL to SQL handoffSalesLead leakageValidate criteria and routeRevenue ops approvalHubSpot, OutreachLeakage -35%Yes
Outreach personalisation with reviewSalesGeneric outboundDraft account-specific notesRep approvalOutreach, ApolloReply rate +24%Pilot
Forecasting data integritySalesMissing close dataFlag field and stage gapsManager reviewSalesforce, ClariForecast variance -18%Pilot
Payment reconciliation + dispute resolutionFinance8% reconciliation gapMatch payments and disputesException onlyNetSuite, StripeUnmatched items -40%Yes
Invoice intake + exception triageFinanceInvoice backlogOCR + matchException onlyNetSuite, SAPCycle time -52%Yes
Vendor onboarding checksFinanceCompliance gapsDoc check + flagAlways reviewedWorkday, DocuSign100% audit passPilot
Expense classification + auditFinancePolicy driftClassify expense and flagAudit sampleSAP, ExpensifyAudit exceptions -30%Yes
AR collections workflowsFinanceAging receivablesPrioritise and draft follow-upFinance approvalNetSuite, SalesforceDSO -12%Pilot
Month-end close supportFinanceClose checklist scatteredTrack evidence and gapsController reviewNetSuite, BlackLineClose faster by 3dPilot
Tax document validationFinanceMissing tax evidenceValidate documentsAlways reviewedSAP, DriveError rate -45%Pilot
Procurement approval workflowsFinanceSlow approval routingRoute by policy and amountApprover signoffCoupa, SlackApproval TAT -38%Yes
Employee onboarding workflow ownershipHRMulti-system handoffWorkflow orchestrationDocument verifyWorkday, Okta40% TAT cutYes
Document verificationHRManual ID checksExtract and validate fieldsAlways reviewedWorkday, BambooHRVerification -50%Yes
HR ticket triage + routingHREmployee tickets misroutedClassify topic and urgencyQA sampleServiceNow HR, SlackResolution -35%Yes
Benefits enrolment QAHREnrolment errorsCheck forms and eligibilityHR approvalWorkday, BenefitsErrors -42%Pilot
Performance review prepHRReview packets lateSummarise inputsManager reviewWorkday, LatticePrep time -60%Pilot
Internal mobility processingHRRole-change handoffsMatch candidate and role dataRecruiter approvalGreenhouse, LeverCycle time -28%Pilot
Offboarding workflowsHRAccess left openCoordinate checklistIT and HR signoffOkta, Workday100% checklist closeYes
Compliance training trackingHRTraining gapsDetect missing completionHR reviewWorkday, LMSCompliance +25%Yes
Clause extraction + risk flaggingLegalManual contract reviewExtract + risk flagAlways reviewedIronclad, DocuSign62% faster reviewPilot
Compliance document checksLegalEvidence gapsCheck required docsCompliance approvalOneTrust, DriveAudit prep -40%Yes
Evidence pack preparationLegalAudit packets slowAssemble evidenceReviewer signoffLogikcull, DrivePack prep -55%Yes
Contract redlining workflowsLegalRedlines inconsistentSuggest clause changesLawyer approvalIronclad, WordTurnaround -30%Pilot
Policy update trackingLegalStale policy referencesDetect impacted docsOwner approvalOneTrust, NotionPolicy drift -35%Pilot
Regulatory filing prepLegalFiling evidence scatteredTrack required inputsCompliance reviewOneTrust, DocuSignFiling TAT -25%Pilot
GDPR/CCPA request handlingLegalRequest SLA riskClassify and route requestAlways reviewedOneTrust, ZendeskSLA misses -60%Yes
Vendor contract reviewLegalVendor risk unseenExtract terms and flagsLegal approvalIronclad, CoupaRisk flags +40%Pilot
Incident triage + routingITSlow MTTR on tier-1Auto-categoriseSample QAServiceNow, JiraMTTR -45%Yes
Access request approvalsITApproval queues stuckCheck role and policyManager approvalOkta, ServiceNowApproval TAT -50%Yes
Change request triageITChange risk unclearClassify impact and riskCAB reviewJira, DatadogChange failure -20%Pilot
Asset onboardingITAsset data incompleteValidate owner and deviceIT approvalServiceNow, JamfAsset gaps -48%Yes
Security alert triageITAlert overloadEnrich and prioritise alertAnalyst reviewCrowdStrike, DatadogTTM -42%Pilot
Patch deployment QAITPatch evidence missingTrack rollout and evidenceChange approvalDatadog, JiraPatch QA +35%Pilot
License auditITUnused seats hiddenDetect usage gapsIT ops approvalOkta, SaaS toolsSpend -18%Yes
IT ticket auto-resolution with reviewITTier-1 queue overloadDraft resolution pathReviewer approvalServiceNow, SlackDeflection +22%Pilot

Metrics are the outcome tracked for each workflow in BergLabs engagements; pilot targets are agreed per engagement. System names show where the workflow has run, not partnerships.

By function

Eight workflows in each function.

Pilot intake

Start with the workflow your team already recognises.

Name the row. We map it to your systems and return a 4-week pilot plan within one business day.

Write the pilot brief

Questions

Questions about the use-case library

Where the rows come from and how to read them.

The library

Where do these use cases come from?

From the workflows BergLabs scopes and runs across six functions. Each row names the pain, the AI step, the review path, the systems touched and the metric tracked.

Are the metrics guaranteed?

No. Each metric is the outcome tracked for that workflow. Pilot targets are agreed at scoping and reported weekly.

What does pilot fit mean?

Yes marks workflows that fit a standard 4-week pilot as written. Pilot marks workflows where the pilot first confirms rules, data access and review paths.

Can you run a workflow that is not listed?

Yes. The library shows common patterns; most pilots adapt one of them to your systems and rules.

Start with the workflow your team already recognises.

Pick a row, or describe your own. We return a pilot path within one business day.

Start a pilot Talk to BergLabs