Pattern library / 20 discovery prompts
Which workflow is worth investigating?
Filter by function and industry, then use each card to start a discovery conversation. These are candidate patterns, not client case studies or claims that Nexus has delivered the workflow. A real design needs your source systems, permissions, exceptions, affected people and evaluation evidence.
20 of 20 use cases shown
FinanceInvoice capture and matching
A scoped system could extract fields from incoming supplier invoices, compare them with purchase-order records and present mismatches for a person to resolve.
Evidence to look for Fits when invoices arrive digitally (email or PDF) and purchase records live in a system.
Human boundary Approval and payment stay human. Poor scans and handwritten invoices still need eyes.
Map system and review boundaries / Any industry
FinanceMonthly report assembly
A scoped system could collect figures from named accounting and operational sources, assemble a recurring pack and draft commentary for review.
Evidence to look for Fits when the report has a stable structure and its sources are digital.
Human boundary A person signs off every number that leaves the building. Agents draft, they do not certify.
Map system and review boundaries / Any industry
FinanceReceivables follow-up drafting
A scoped system could read an aged-debtors report and draft reminder messages for a person to check and send.
Evidence to look for Fits when payment terms are clear and the ledger is current.
Human boundary Never auto-send collection messages to sensitive accounts; relationship calls stay human.
Start with content and review boundaries / Any industry
FinanceExpense claim triage
A scoped system could compare submitted claims with written policy rules and route every case to the existing approval path with evidence attached.
Evidence to look for Fits when an expense policy actually exists in writing.
Human boundary Edge cases and exceptions go to a person; the agent must never reject silently.
Start with content and review boundaries / Any industry
MarketingContent and campaign drafting
A scoped system could prepare first drafts of product descriptions, social posts and newsletters from approved source material for human editing.
Evidence to look for Fits when someone reviews drafts before publication and a brand voice guide exists.
Human boundary Unreviewed publishing is how brands embarrass themselves. Facts and claims need checking.
Start with content and review boundaries / Any industry
MarketingProduct listing maintenance
A scoped system could format catalogue fields, identify missing attributes and prepare image variants while preserving a trace to the source record.
Evidence to look for Fits where catalogue upkeep recurs, source fields are authoritative and corrections can be traced.
Human boundary Pricing changes stay under human control; a bad automated price is expensive.
Map system and review boundaries / Retail and e-commerce
MarketingReview and mention monitoring
A scoped system could collect permitted review and mention data, group themes and draft responses for review.
Evidence to look for Fits businesses whose reputation lives on public platforms.
Human boundary Responses to angry customers are drafted, never auto-posted.
Start with content and review boundaries / Any industry
AdministrationShared inbox triage
A scoped system could classify recurring shared-inbox messages, suggest a route and draft a reply from approved material.
Evidence to look for Fits inboxes with recurring patterns, named owners and an explicit escalation queue.
Human boundary Legal threats, complaints and anything unusual must escalate to a person immediately.
Map system and review boundaries / Any industry
AdministrationDocument extraction and filing
A scoped system could extract selected fields and dates from incoming documents, then propose a filing location and renewal entry for review.
Evidence to look for Fits when documents arrive digitally and a folder or DMS structure exists.
Human boundary Extraction is checked on a sample; a misfiled contract is found late and hurts.
Map system and review boundaries / Any industry
AdministrationMeeting notes and action tracking
With informed participants, a scoped system could draft minutes and proposed action items from a recording or typed notes for the chair to correct.
Evidence to look for Fits recurring internal meetings with consenting participants.
Human boundary Recording needs everyone informed and consenting; sensitive meetings stay off the record.
Start with content and review boundaries / Any industry
OperationsShift roster drafting
A scoped system could draft shifts from recorded availability and explicit rules, then a manager checks fairness, exceptions and publication.
Evidence to look for Fits recurring rosters with documented constraints and a manager who owns the final schedule.
Human boundary Fairness calls and swaps stay with the manager; the draft is a starting point.
Map system and review boundaries / Hospitality and tourism, Retail and e-commerce, Manufacturing
OperationsStock and reorder monitoring
A scoped system could compare stock movements with user-defined rules and prepare a reorder proposal for approval.
Evidence to look for Fits when stock is tracked in a system, even a disciplined spreadsheet.
Human boundary Auto-ordering without approval is a classic way to fill a warehouse with mistakes.
Map system and review boundaries / Retail and e-commerce, Manufacturing, Logistics and trade
OperationsShipment status chasing
A scoped system could collect permitted carrier updates, preserve source timestamps and flag conflicting or delayed status records.
Evidence to look for Fits importers and distributors juggling many concurrent consignments.
Human boundary Carrier data is often late or wrong; the agent reports what sources say, not truth.
Start with content and review boundaries / Logistics and trade, Retail and e-commerce, Manufacturing
ITFirst-line IT monitoring
A scoped system could collect monitoring events and prepare tickets with runbook context. Any remediation action needs a separately approved boundary.
Evidence to look for Fits businesses running servers or many workstations without a full-time IT team.
Human boundary Anything beyond the runbook pages a human. Agents never get production admin passwords.
Map system and review boundaries / Any industry
ITIT helpdesk triage
A scoped system could classify support requests, retrieve approved guidance and route uncertain or security-sensitive cases with a summary.
Evidence to look for Fits helpdesks where most tickets repeat.
Human boundary Security-sensitive requests (access changes, unusual patterns) always escalate.
Map system and review boundaries / Any industry
AdministrationStaff onboarding administration
A scoped system could prepare an onboarding checklist and draft requests. Contract terms, identity checks and account creation stay in authorised human-controlled systems.
Evidence to look for Fits a recurring, documented onboarding process with named owners and role-based access rules.
Human boundary Contract terms are reviewed by a person; account permissions follow least privilege.
Map permissions and multi-system actions / Any industry
Customer serviceCustomer FAQ assistant
A website assistant could answer a narrow set of questions from approved, versioned content and hand off when the source does not support an answer.
Evidence to look for Fits when the approved answer set, content owner and human handoff are explicit.
Human boundary It must say "I do not know, here is a human" rather than guess. Scope it to approved content only.
Start with content and review boundaries / Any industry
Customer serviceOrder status self-service
A scoped system could retrieve a permitted order-status field and explain its source timestamp, with identity and access controls around the request.
Evidence to look for Fits when order data is accurate enough to show customers.
Human boundary If the underlying data is wrong, automation just delivers wrong answers faster. Fix data first.
Map system and review boundaries / Retail and e-commerce, Logistics and trade
Customer serviceQuotation drafting
A scoped system could extract stated requirements and draft a quotation from an approved rate source for a person to review.
Evidence to look for Fits businesses quoting from stable price lists or rate cards.
Human boundary Discounts and special terms are human decisions; the agent drafts at list rates.
Map system and review boundaries / Professional services, Manufacturing, Logistics and trade
AdministrationCompliance deadline diary
A scoped system could surface dates from an authoritative compliance register and prepare reminder tasks for the responsible owner.
Evidence to look for Fits regulated businesses juggling many recurring obligations.
Human boundary The filing itself and its accuracy remain professional responsibilities.
Start with content and review boundaries / Any industry
Library last reviewed: 2026-07-18. Descriptions are general prompts. They do not establish feasibility, compliance, safety, effort or business value.
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