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From a quote that needs pricing context to a report that needs five sources. Find a starting point, then shape it around your business.
Showing all 31 use cases
Review invoice exceptions
Compare invoices with purchase orders and policy, then give the reviewer a clear explanation of what differs.
Coordinate the month-end close
Keep the close checklist, supporting records and open questions together so the team knows what still needs attention.
Prepare overdue invoice follow-ups
Bring payment status, account history and collection rules into a reminder the account owner can review.
Match expenses to their evidence
Match transactions with receipts and expense rules, then bring the gaps to the finance team.
Find subscription spend worth reviewing
Compare recurring charges, seat usage and tool ownership to spot duplicate spend and renewal questions.
Turn an RFQ into a quote draft
Gather customer, inventory and pricing context to prepare a quote with exceptions already explained.
Turn a sales call into the next step
Bring the recap, open questions and agreed actions into a follow-up the rep can send.
Route new leads with the right context
Match an incoming inquiry to an account, territory and owner so the next conversation starts informed.
Get ready before a contract renewal
Bring usage, support history and contract terms into a renewal brief before the conversation begins.
Keep an order moving through a supplier delay
Retain the order context while waiting for a supplier reply, then prepare the next step when it arrives.
Gather what a new vendor needs
Coordinate vendor documents, policy checks and owner approvals in one onboarding record.
Prepare purchase requests for approval
Bring the business need, budget context and purchasing policy into a complete approval request.
Turn meeting decisions into tracked actions
Capture what was decided, who owns it and what happens next, with the meeting evidence attached.
Give incoming support cases a head start
Gather account and product history, then prepare a response or route the case to the right specialist.
Hand off escalations with the full story
Bring urgency, previous attempts and technical evidence together before the case changes hands.
Turn resolved cases into knowledge drafts
Find recurring questions in resolved cases and draft help content from the actual resolution.
Coordinate a new hire's first week
Prepare equipment, paperwork and the first-week schedule while access approvals stay with the manager.
Answer routine HR questions from policy
Find the relevant policy, prepare a sourced answer and route sensitive questions to People.
Prepare a coordinated offboarding plan
Bring access, equipment and ownership tasks into a timed checklist for the authorized teams.
Keep up with meaningful competitor changes
Compare public product and pricing pages with the prior snapshot and summarize what actually changed.
Build content briefs from real customer questions
Bring audience questions, product facts and approved positioning into a brief writers can use.
Prepare a campaign performance review
Bring spend, conversions and attribution definitions into a review that explains what needs attention.
Prepare a pull request review brief
Summarize the change, examine test evidence and give reviewers a focused set of questions.
Keep documentation aligned with code changes
Find documentation affected by a change and prepare a reviewed update with code references.
Prepare dependency updates with test evidence
Bring release notes, compatibility concerns and validation results into a dependency update proposal.
Build a weekly metrics brief
Gather agreed metrics and explain the changes with definitions and source data attached.
Surface data quality issues before they spread
Check agreed validation rules and prepare a focused list of records the data owner should review.
Monitor data pipeline health
Bring freshness, job results and schema changes into an alert with evidence for the data team.
Prepare access requests for the right approver
Match the request to role, purpose and access policy before it reaches the approver.
Give reported suspicious emails a first review
Gather observable email indicators and prepare an evidence-based handoff to security.
Draft security questionnaire answers from evidence
Use the approved answer library and current policies to prepare responses and flag the gaps.
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These are workflow examples to build with Corin. Connected systems, permissions and approval steps are configured for your environment.
Start with one workflow. Make it yours.
Give Corin your procedures, connected context and approval rules. Review the agent team, then put it to work.