---
title: "Use cases — the four shapes teams start with"
description: "Member services chatbots, compliance review agents, HR self-service and analyst dashboards: the four templates teams start with, each built on your own documents."
url: "https://certant.ai/use-cases"
---

# Four shapes the brain takes

The four patterns teams start with. Each is a template you point at your own documents.

[Start free](https://certant.ai/register) [Book a demo](https://certant.ai/contact-sales)

Use cases

## Pick the closest shape

AskFor the GM of an association

### [Member services chatbot](https://certant.ai/use-cases/member-services-chatbot)

Members ask a question and get an answer out of thirty years of policy documents, at any hour, with the page it came from.

See the use case

ActFor the Head of Risk

### [Compliance review agent](https://certant.ai/use-cases/compliance-review-agent)

Every incoming contract is checked against CPS 230 and APP 8, and the clauses that matter come back with the page they sit on.

See the use case

AskFor the Head of People

### [HR self-service assistant](https://certant.ai/use-cases/hr-self-service)

Staff ask the enterprise agreement, the leave policy and the benefits documents directly, so HR stops being the bottleneck.

See the use case

AskFor COOs, CFOs and reporting analysts

### [Board reporting evidence](https://certant.ai/use-cases/analyst-first-chair)

Ask about a figure in the board pack and get the table or export behind it, or a plain statement that the data isn't there.

See the use case

More use cases

## Find a use case by team

Each of these is set up with you on a sample of your own documents and records.

| Use case | What you see | For |
|---|---|---|
| [Supplier delay impact](https://certant.ai/use-cases/supplier-delay-impact) | Which recorded orders and sites depend on a delayed delivery. | Procurement and operations |
| [Stock threshold alerts](https://certant.ai/use-cases/stock-threshold-alerts) | Stock below the minimums in your own approved tables. | Inventory controllers |
| [Supplier SLA monitoring](https://certant.ai/use-cases/supplier-sla-monitoring) | Reported supplier performance beside the contract's service levels. | Vendor managers |
| [Supplier document expiry](https://certant.ai/use-cases/supplier-document-expiry) | Certificates and licences that have expired or were never supplied. | Vendor onboarding and compliance |
| [Invoice exception review](https://certant.ai/use-cases/invoice-exception-review) | An invoice line beside its order line and agreed rate. | Accounts payable |
| [Warranty recovery review](https://certant.ai/use-cases/warranty-recovery-review) | Recorded failures that may fall inside a documented warranty. | Asset managers |
| [Overdue asset inspections](https://certant.ai/use-cases/overdue-asset-inspections) | Inspections that are overdue or have no report on file. | Facilities and maintenance |

| Use case | What you see | For |
|---|---|---|
| [Payroll agreement checks](https://certant.ai/use-cases/payroll-agreement-checks) | Each pay rate beside the minimum in your enterprise agreement. | Payroll managers |
| [Water monitoring reports](https://certant.ai/use-cases/water-monitoring-reports) | Readings from monitoring PDFs, checked against your documented limits. | Water utilities |
| [Production report gaps](https://certant.ai/use-cases/production-report-gaps) | Plants and periods with no operating report. | Plant managers |
| [Quality deviation review](https://certant.ai/use-cases/quality-deviation-review) | Batch results checked against the approved specification. | Quality managers |
| [Roster reporting gaps](https://certant.ai/use-cases/roster-reporting-gaps) | Sites that haven't sent a roster return. | Care-provider operations |
| [Incident action deadlines](https://certant.ai/use-cases/incident-action-deadlines) | Incident follow-ups that are overdue or have no owner. | Risk managers |
| [Regulatory return gaps](https://certant.ai/use-cases/regulatory-return-gaps) | Sites and periods missing from the returns you hold. | Compliance reporting |
| [Lease renewal dates](https://certant.ai/use-cases/lease-renewal-dates) | Renewal, rent-review and notice dates with the clause behind each. | Property and legal operations |

| Use case | What you see | For |
|---|---|---|
| [Insurance claim intake](https://certant.ai/use-cases/insurance-claim-intake) | A claim pack with the missing evidence and the clauses to inspect. | Claims operations |
| [Document intake routing](https://certant.ai/use-cases/document-intake-routing) | A proposed category and destination team for each incoming document. | Records teams |
| [IT helpdesk self-service](https://certant.ai/use-cases/it-helpdesk-self-service) | Answers from your runbooks, with a hand-off to the service desk. | IT service desks |

## Different problem, same machine

All four read from one map of how your organisation works, so a fifth one is a configuration change rather than a new build. Tell us what you need and we will show you the nearest template.

[Tell us what you need](https://certant.ai/contact-sales)

Every template starts from the documents you already have.

Runs in our cloud, your cloud, or fully air-gapped.

## Bring the documents you already have.

Point Certant at a folder of real policies and contracts, and the closest of these four is running on your own material.

[Book a demo on your documents](https://certant.ai/contact-sales) [Start free](https://certant.ai/register)

Nothing to install, and nothing has to leave your walls.

AnswerExample

Members qualify for the retiree rate after fifteen years of continuous membership, under the current fee schedule.

Membership fee schedule · §6 · p.12 Membership Fee Schedule 2024.pdf

Every answer shows the exact paragraph it came from.