Business use cases
Put AI to work on the jobs that slow your business down.
Give your AI co-worker a useful job: prepare the weekly report, build a brief or organise a handover. These examples show how people can work with Folio, using shared context and controls in the platform, at head office, in a department or across a network of locations.
01 / Operations
A weekly update that does not consume the week.
“Pull together the regional updates. Show what is late, what is blocked and who needs to act.”
- The context
- Site reports, meeting notes, open tasks and the reporting format your team uses.
- What Folio helps do
- Prepare the consolidated report, surface missing information and turn agreed follow-ups into owned tasks.
- Ownership and control
- The operations lead sets the reporting rules and checks exceptions before circulation.
- What to measure
- Time spent compiling reports; overdue actions; time to resolve exceptions.
02 / Customer service
Help customers without hunting through the business for answers.
“Find the relevant policy, draft a response and flag anything that needs a specialist.”
- The context
- Approved service guidance, the enquiry and the account information made available to Folio.
- What Folio helps do
- Prepare a contextual response, identify gaps in the guidance and organise the handover when a case needs escalation.
- Ownership and control
- The service team defines escalation rules and the review needed before a response is sent.
- What to measure
- Handling time; escalations resolved; response quality and rework.
03 / Commercial
Turn customer conversations into follow-through the team can act on.
“Turn this conversation into an account brief, a follow-up and a clear set of next actions.”
- The context
- Call notes, account history, approved propositions and relevant past work.
- What Folio helps do
- Draft the brief and follow-up, prepare the next meeting and track the commitments across the team.
- Ownership and control
- Account owners check commitments and commercial terms; connected actions use the permissions you configure.
- What to measure
- Follow-up time; missed commitments; time spent preparing proposals.
04 / Marketing & product
Build better briefs from the thinking you have already done.
“Build a launch brief from the research, customer feedback and decisions we have already made.”
- The context
- Research, product notes, brand guidance and the team's reusable methods.
- What Folio helps do
- Synthesize the evidence, draft the brief and coordinate content and delivery tasks in a shared Place.
- Ownership and control
- The team reviews sources, claims and creative decisions before anything is published.
- What to measure
- Brief preparation time; duplicated work; review rounds and delivery time.
05 / People
A new starter should not need an internal search party.
“Prepare the onboarding plan for this role, organise the tasks and help the new starter find their way.”
- The context
- Role guidance, approved policies, onboarding handbooks and the information this person is allowed to access.
- What Folio helps do
- Build a role-specific plan, coordinate owners and answer routine questions from shared guidance.
- Ownership and control
- Keep sensitive employee information separately permissioned. People leaders own policy and employment decisions.
- What to measure
- Manager administration; incomplete onboarding tasks; time spent finding guidance.
06 / Finance
Find the expense exceptions that need your attention.
“Review this expense pack against our policy and prepare the questions we need to resolve.”
- The context
- Provided expense records, supporting documents and the approved policy.
- What Folio helps do
- Organise the evidence, flag possible exceptions and draft queries and a review summary.
- Ownership and control
- Finance validates the findings and retains payment authority. This workflow does not require Folio to execute payments.
- What to measure
- Review preparation time; missing documentation; exception turnaround.
Put Folio to work
Bring a workflow to life and get benefits now.
Use Folio to take on a recurring job, reduce the effort around it and measure the difference. We will help you choose where to start.