Applied AI Case Studies | Savi Apps
Applied AI · Case studies

Get more done with the team you have.

Supplier follow-up. Support investigations. Sales research. Marketing production. Executive preparation and outreach. We’ve put AI to work on the recurring tasks that consume your team’s time—and connected it to the systems your business runs on.

Five client implementations and one inside Savi Apps. Choose a case study below.

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What we did

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Monitored AP / AR inboxes Vendor replies, quotes and invoices
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Connected systems Records updated Custom purchasing · Inventory · QuickBooks
Human exceptions Issues and approval requests Slack · Purchasing manager’s dashboard
Intake New Salesforce case Eligibility check, deduplication, tracked run
Support agent Sport Investigates the case, then prepares the package
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Written back Salesforce + Slack Approved fields written back; case thread updated
Approval gate Human review
Edit & send Escalate Close
Sport does not × Email customers × Close cases × Change Jira × State an unverified root cause
← Rejected leads refine future screening
01 · Agents Discover 10 agents monitor early signals
02 · Human gate Select Approve leads for research
03 · Agents Research & prepare Enrich · Score · Call brief
04 · Human gate Qualify Sales verifies project, buyer, fit
05 · People Advance Presentations, proposals, relationships
↺ Rejected leads refine future screening
System Custom CRM Research, contacts, activity, and follow-up · Connected to Apollo and other services
Manager agent · “Mary” AI department manager Directs work, coordinates handoffs and checks quality
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Approval gate Human approval A designated approver signs off on everything. Content under the company principal’s name receives additional scrutiny.
Publishing agent Publication & distribution LinkedIn · Instagram · Facebook
System · Custom CRM
01 · System Executive preparation Resume · Results profile · Proof points · Track record
Deliverable tracking
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02 · People Campaign setup Staff define campaigns and prospect lists
03 · Agents Research agents Person and company research · Industry sources · Associations
04 · System Stored prospect dossier Enriched profiles retained in the CRM
05 · Agents Message-writing agents Personalized message sequences informed by each dossier
06 · Connected system Dripify Outreach execution
Customer request A question, problem, or improvement idea
Coordinating agent Customer service agent Clarifies the goal, gathers context, and coordinates the response
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Coordinated response An informed answer, a resolution path, or an actionable next step
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The result
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 In three months · bars to scale

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Where this applies

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Have similar work consuming your team’s time?

Talk About Your Business A 30-minute conversation with Josh. No preparation needed. {{ c.caseStudyLabel }} →