# Make AI part of everyday work Connect workflows and improve collaboration Source page: https://www.finogeeks.com/en/solutions/general Language: en Build digital employees for administration, finance, legal, sales, customer service and IT. Connect OA, CRM, ERP, finance systems and enterprise knowledge so employees can prepare materials, check information, complete forms and process tasks in one place. ### Knowledge, rules and system APIs Office automation · CRM · ERP · Enterprise knowledge Role-based agents · Business skills / task execution - human collaboration ### Support daily work and collaboration Desktop. Web. APP. Co-location Identity Permissions / Execute protection. / Operational clearances / Operational audit ## Focus on frequent tasks / Use AI in real business processes Configure digital employees around each role's information, rules and workflows. Define how tasks are handled, what they produce and who reviews and confirms the results. • Departmental staff ### Collating meetings and approvals so that the organization of work can be scheduled in a timely manner Organize information, prepare requests and follow up on meeting notes, business travel, leave and work summaries, reducing repeated record-keeping and manual reminders. - Summary of meetings and to-do processing Extracting conference resolutions, those responsible and deadlines, generating summaries and tasks to be circulated. - Processing materials and preparation of applications Under the enterprise system, application fields such as travel, leave, etc. are completed and submitted to OA by the employee after checking. - Summary of progress and work on collaboration Queries on the status of the tasks, the progress of the subdivisions, the preparation of daily newspapers, weekly reports and pending follow-up. ### Summary of meetings and distribution of mandates - Summary of meetings and resolutions - Responsible persons, deadlines and list of to-dos - Results of task distribution and follow-up progress Summary and division of tasks verified and circulated by the heads of conference Reimbursable staff Finance staff Department approvers ### Identification of instruments, reconciliation rules, reduction of claims and manual verification Read invoices and supporting documents, then prepare reimbursement requests using travel policies, expense limits and budget categories. Connect document preparation, rule checks and workflow submission. - Identification and documentation of instruments The date, amount, agency and type of cost of invoice, and the corresponding business certificate. - Cost rules and unusual checks Reconcile reimbursement rates, budget lines and mandatory entries, listing excess or additional material required. - Generate and submit claims for approval After staff confirm the fields and attachments, the application is submitted on the financial system and the approval process is checked. ### Claims for reimbursement of costs - Structured instrument information and annex list - Cost anomalies and supplementary reminders - Claims and progress of processing Staff reconciliation fees and accessories, financial and approving officers reviewed according to the original process Legal Officer Chief of Operations Contract Manager ### Improved efficiency of contract review Connect contract repositories, clause libraries, historical templates and company policies. Identify differences, risks and suggested revisions so legal teams can focus on the clauses that matter. - Comparison of contract information with version Comprising contracts, annexes and historical versions, identifying new, deleted and modified elements. - Risk clause and basis for search Reconciling payments, defaults, data protection and renewal clauses, associated business rules and reference models. - Review opinions and preparation for approval The risk list and recommendations for amendments are compiled and are followed by a legal confirmation process for approval of contracts. ### Contract risk review - List of contract differences and risk clauses - Modification of the proposal and the basis for its response - Review opinions and clearance materials Legal confirmation of risk judgement and amendments, approval by the chief of operations Salesman, customer manager, pre-sale team. ### Consolidated client information and communication records, preparation for every visit. Combine client profiles, previous orders, conversation history and opportunity stages to prepare meeting objectives, discussion outlines and follow-up plans, helping sales teams understand clients faster. - Client information and business combo Query CRM, orders and service tickets to summarize client needs, previous feedback and unresolved issues. - Visiting outline and preparation of materials This is the first time that I've been able to get a better understanding of the content of my work, and I've been able to get a better understanding of it. - Collapse and CRM Update Generate meeting notes and follow-up tasks from visit records. Update client and opportunity records after sales staff confirm the content. ### Client visits and follow-up plans - Client briefings and visitors - Communication outline, product materials and protest responses - Visit minutes and CRM updates Sales reconciliation of clients, confirmation of customer contact and CRM updates • Internal support teams ### Connecting knowledge questions and answers to worksheets to keep service matters on track. Search company policies, product information and past tickets to prepare replies and recommended actions. Turn service requests into tickets and track their progress. - Knowledge retrieval and response preparedness Retrieval of published knowledge and service codes and compilation of information-based responses. - Worksheets and material completion Identification of problem types and responsibility teams, preparation of manual fields, attachments and necessary additional information. - Summary of progress queries and services Query the status of worksheets, collate response notes, legacy matters and information for the services. ### Service counselling and follow-up of work orders - Response to the recommendation and source of information - Draft worksheets and responsibility teams - Status of processing and service records Client confirmation responses and worksheet information, processing team feedback Transport Engineer IT Support System Manager ### Correlate alerts and logs Coordinate investigation and recovery Connect monitoring, logs, traces and ticketing systems. Correlate alerts, organize troubleshooting leads and prepare recovery plans to help operations teams investigate and resolve incidents. - We'll take it back to the register and log analysis. Summarize impact services, unusual times and related logs, and collate fault trails and correlation information. - Checking path and recovery plan Retrieval of traffic manuals and historical disposal records, preparation of check steps, scripts and exit programmes. - Approval of execution and filing of worksheets The high-risk script is executed with the approval of the person in charge to record the processing process and to update the worksheet. ### We're going to call the police and we're going to call it back. - Fault Thread and Log Basis - Checklists, restoration of plans and repatriation arrangements - Implementation results and worksheet records Transport staff review clearance findings and approve high-risk scripts and system changes ## Equip each role with a knowledgeable digital employee Configure each agent with the responsibilities, knowledge, tools and procedures for its role. Employees choose a digital employee for the task, while the enterprise maintains templates, capability scope and versions centrally, making proven methods reusable across teams. ### Defined role responsibilities Create role templates for administration, finance, legal, sales and IT, with defined tasks and outputs. ### Knowledge and tools by position Connect departmental knowledge, APIs and approved skills so digital employees have the information and tools their tasks require. ### Work entrances close to daily habits. Use agent services through FinDesk, your enterprise app, the web, Feishu, DingTalk or WeCom. ## Review, confirm and complete work in one place Show results as business cards, forms, charts and mini-program pages. Employees review information, complete fields, confirm requests and track progress while agents use business tools to move work forward. ### Intuitive presentation of business results Present reimbursement requests, contract risks and client briefings as cards and forms that employees can review and continue processing. ### Critical operations audit confirmed Have the responsible employee check the content and confirm execution before submitting requests, sending messages or updating systems. ### Follow up on progress at any time Bring approval status, acceptance results and exceptions back into the current task, reducing repeated sign-ins and cross-system searches. ## Connect your existing systems / Reduce duplicate entry and system switching Connect existing queries, forms and operations to agents through APIs, MCP and packaged business services. Retain enterprise data, permissions and approvals, then submit confirmed results to the appropriate system. ### OA and finance systems Connect travel, leave, expense and approval workflows. Prepare application fields, validate expense rules and query progress. ### CRM and ERP Bring together clients, opportunities, orders and business records to prepare briefings and update follow-up tasks after confirmation. ### Knowledge and contract repositories Connect policies, product information, clauses and historical templates so replies, checks and document processing have traceable sources. ### Ticketing and IT operations Connect service tickets, monitoring alerts and operational logs to gather issues, assign tasks and record resolutions. - 01 Enterprise business interface - 02 API/ MCP tool - 03 Agent invocation - 04 Archives of approvals and results ## Turn SOPs and role expertise into reusable business skills Turn reimbursement rules, contract-review methods, client follow-up procedures and operations manuals into business skills. Review, publish and update them through the private skill hub so teams can reuse proven methods. - 01 The way things work. Combine processes, rules and expert experience, and identify task input, processing steps and work outputs. - 02 Encapsulating Business Skills Organizational knowledge, tools and methods of operation to develop skill packages that can be installed and reused. - 03 Scan and audit Examination of the content of skills and the powers of enforcement, which are reviewed and incorporated into the private catalogue of enterprises. - 04 Issue and keep up to date Distribution of skills by department and post, management version, greyscale update and rollback. ## Manage and audit agents under enterprise business rules Set enterprise-wide policies for identity, tools, execution environments and business actions. Manage model calls and resource usage, and record tasks, approvals and results. ### Identity and organizational competence Integrate the enterprise identity system. Manage tool, information and action permissions by tenant, department and role. ### Documentation, tools and web policies Configure working directories, command permissions and network allowlists. Use FinSAFE to enforce the agent execution environment. ### Operation approval and execution records Use FinGuard to govern critical business actions, linked to approvals, execution status and result records. ### Centralized Models and Usage Management Configure enterprise models, view token usage by organization and account, and set limits and alerts. ## Build around real employee workflows / Put enterprise AI into practice Select a pilot with business, IT and management teams. Organize knowledge, connect systems, configure permissions and validate results with real work before expanding to more roles and departments. - 01 Select Pilot Task Agree on frequent tasks, information sources, APIs and acceptance goals with business and IT teams. - 02 Configure role-specific capabilities Access to knowledge, business skills and tools, staff entry and task management interface. - 03 Consistency system and security policy (c) Access to identification, approval processes and business interfaces, with authority and enforcement rules. - 04 Validation of results and operation of handover Validate outputs with real tasks, then hand over configurations, operations and update procedures before expanding to more roles. ## Enterprise workflows and collaboration / Frequently asked questions ### What are the tasks for which the business office scenes begin? Start with frequent tasks such as reimbursements, meeting notes, contract checks, visit preparation or service tickets. Define information sources, processing steps, outputs and approvers, then connect knowledge and tools and validate the workflow with real tasks. ### Do you need to rebuild the system to access the existing OA, CRM, ERP? Existing systems continue to hold business data and run established workflows. Connect queries and actions through APIs, MCP or packaged services, and submit, update or archive results after employee review. ### Do staff need to change their office software? Connect through your existing web interfaces, enterprise app, Feishu, DingTalk or WeCom, or build an enterprise-owned AI desktop with FinDesk. Configure workspaces, business plugins and agent services around each role's tasks. ### How do we manage privileges, key operations and running records? Retain enterprise organizations and identities. Set separate permissions for information, tools and execution environments. Route critical actions through approvals and link tasks, authorization and execution records for review and auditing. ### Support private deployment and business ownership models? Build runtime environments on enterprise servers, private clouds and private networks, connected to your own models and systems. Centrally configure models, knowledge, skills, network access and usage limits. ## Related resources - [Explore FinClaw](https://www.finogeeks.com/en/products/finclaw) - [Explore FinDesk](https://www.finogeeks.com/en/products/findesk) - [Explore FinSkills Hub](https://www.finogeeks.com/en/products/finskills-hub) - [FinHub Centralized management of organizations and agent](https://www.finogeeks.com/en/products/finhub) - [FinSAFE Agent sandbox](https://www.finogeeks.com/en/products/agent-security) - [FinGuard Business-action authorization and approval](https://www.finogeeks.com/en/products/finguard) - [Explore FDE delivery](https://www.finogeeks.com/en/services/fde)