Use cases

The work you can hand off.

The repetitive back-office work AltOps agents take on today, grouped by where it lives: sales, customer service, finance, orders and fulfillment.

Use cases

What your team can stop doing by hand.

Twenty-plus back-office workflows across sales, customer, finance, orders and fulfillment, each automated by an agent your team teaches and that runs on your own systems.

Sales & growth

5 use cases

Outbound Sales

Finds likely buyers and preps rep-ready follow-ups from reorder signals.

Proposal Follow-Up

Chases open proposals before they go cold and keeps the CRM updated.

Quoting Email

Reads quote requests and drafts replies with supplier and margin context.

Sales Brief

Delivers PDF sales briefs on your cadence: open, pending, WIP, and more.

Sales Intelligence

Explains sales performance by week, customer, channel, and rep.

Customer

5 use cases

Customer Insights

Answers account questions with order history, issues, and next steps.

Customer Intelligence

Shows customer health, escalations, and accounts needing attention.

Order Status

Sends order status and tracking without digging through systems.

Proofing Status

Keeps proof approvals moving and chases customers who haven't replied.

Shipment Tracking

Monitors carriers and drafts proactive delay notes for customers.

Finance

5 use cases

Business Report

Builds a clear report of the business done and sends it to your inbox.

Financial Intelligence

Summarizes revenue, open orders, and risks for leadership.

Invoice Reconciliation

Flags duplicates, tax issues, and mismatches before month-end.

Margin Intelligence

Explains margin changes and shows which orders caused them.

Payment Follow-Up

Tracks open invoices and drafts the polite chase at the right time.

Orders & POs

4 use cases

Order Entry

Turns emails, PDFs, and forms into clean orders entered in your ERP.

PO Creation

Creates supplier-ready POs from a plain-language Slack request.

PO Entry

Turns incoming purchase orders into complete orders in your system.

PO Invoice Matching

Matches supplier invoices to sales orders and creates the bills.

Fulfillment

2 use cases

Inventory

Checks supplier and warehouse stock and flags risks early.

Shipping Label Creation

Creates labels, validates addresses, and attaches tracking to orders.

Have a workflow that isn't on the list?

Bring the process that eats the most hours. We'll build the agent on the call, in your own tools.