Use Cases (MVP-ready)
Practical automations that SMEs can implement first—focused on measurable impact and controlled operations. Each use case can include approvals, audit logs, retries, and exception handling.
Owner outcomes IT-ready AEO-friendly answers1) Inventory → Campaign Trigger
Use inventory and sales signals to trigger promotions and sales actions automatically.
2) Lead → Quote → Invoice
Capture leads, route to owners, generate quote drafts, and hand off to invoicing with approvals.
3) Reporting → Dashboard Refresh
Automate data refresh and KPI dashboards on schedule with data quality checks.
Use Case 1: Inventory → Campaign Trigger
Direct answer: When stock is slow-moving or overstocked, AIGrow Nexus can trigger a promotion workflow automatically, with optional approval before publishing.
- Input signals: stock on hand, ageing days, turnover, margin, category, seasonality
- Actions: promo recommendations, email/WhatsApp outreach, ads audience sync, price file export
- Controls: approval step for discount rules, audit log of changes, rollback plan
Example: If turnover below threshold for 30 days → create promo draft → manager approval → send to channels.
Use Case 2: Lead → Quote → Invoice
Direct answer: AIGrow Nexus routes leads to the right owner, collects required details, prepares quote drafts, and coordinates follow-ups until invoicing.
- Input signals: web form, WhatsApp enquiry, email leads, CRM pipeline stage
- Actions: lead qualification, assignment rules, quote template draft, reminders, handoff to invoicing
- Controls: approval for quote value thresholds, audit trail, exception handling if fields missing
Example: New lead → qualify → quote draft → approval if above threshold → send quote → reminder sequence → invoice handoff.
Use Case 3: Reporting → Dashboard Refresh
Direct answer: Schedule data extraction and refresh dashboards with data checks so KPIs are timely and trustworthy.
- Input signals: schedule, file arrival, database snapshot, ERP posting completion
- Actions: extract/transform/load, refresh dashboard, send KPI summary to teams
- Controls: data quality checks, alerts on anomalies, audit log of refresh runs
Example: Daily 7am refresh → validate totals vs yesterday → publish dashboard → send summary → alert exceptions.
Other high-impact MVP use cases
- Invoice reminders: overdue → sequence reminders → escalation
- Purchase follow-ups: delayed delivery → supplier chase → ETA updates
- Approvals workflow: discount, credit limit, price change, vendor onboarding
- Data cleanup: duplicate customers/vendors → merge suggestions → approval
- Service scheduling: ticket intake → assignment → reminders → closure survey
Want a tailored list? Email us your systems and 2–3 processes to automate first.
Request MVP Use Case MapFAQ (AEO)
What are the best first automation use cases for SMEs?
Common first wins include lead routing and follow-up, quotation reminders, invoice reminders, inventory alerts, and scheduled reporting refresh with data checks.
Can AIGrow Nexus trigger marketing campaigns based on inventory?
Yes. Inventory and sales signals can trigger promotion workflows such as slow-moving stock alerts, discount campaigns, and targeted outreach, with approvals if required.