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Use Cases

Operational workflows, rebuilt as agentic systems.

Arq AI maps the messy handoffs inside sales, marketing, support, legal, and operations, then deploys agents with scope, KPI, escalation, and human ownership.

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Featured systems
UC/01 Sales operations

Speed-to-lead routing

Turn every inbound signal into a routed, qualified, owner-backed next step before the lead cools.

31%
qualified-to-booked Field report example
Before

Leads wait in a shared inbox while reps manually triage, enrich, and assign.

After

AI qualifies inbound in 90 seconds, routes to the right owner, books the next motion, and writes the CRM handoff.

  • CRM
  • Inbox
  • Calendar
  • Routing rules

Workflow live

Lead to booked call

Qualified
  1. Lead captured Website form + call note
  2. Intent scored Urgency: high
  3. Owner routed Sales calendar matched
  4. CRM updated Next task created
90 sec responseBooked callClean handoff
  • 90 sec first response
  • Named owner
  • Clean CRM notes
UC/02 Operations

Ops reporting & anomaly flags

Replace spreadsheet archaeology with an operating loop that finds changes, drafts the brief, and names the owner.

20+
hrs/wk returned Pilot target
Before

Data is spread across sheets, inbox, and CRM; weekly reports are built manually and arrive late.

After

AI extracts updates, flags anomalies, drafts reports, and turns follow-up into assigned tasks.

  • Sheets
  • CRM
  • Email
  • Dashboard

Ops loop

Weekly KPI report

Synced
  1. Data collected Sheets + CRM + inbox
  2. Anomaly flagged Margin dip detected
  3. Summary drafted Owner-ready report
  4. Follow-up routed Named task owner
20 hrs savedLive KPIOwner brief
  • Weekly KPI brief
  • Margin alerts
  • Owner tasks
UC/03 Legal & approvals

Document & contract review

Give reviewers a pre-screened packet: risks, missing terms, exception owner, and the audit trail.

3x
review throughput Pilot target
Before

Legal and ops review every contract line-by-line with inconsistent checklists.

After

Agent pre-screens clauses, flags risks, routes exceptions, and packages questions for human approval.

  • Drive
  • Notion
  • Approvals
  • Policy docs

Review flow

Contract pre-screen

Flagged
  1. Document parsed Terms extracted
  2. Risk checked Clause policy matched
  3. Questions drafted Legal review packet
  4. Approval routed Exception owner assigned
Risk flagsReview queueAudit trail
  • Risk flags
  • Review queue
  • Audit trail
More patterns

The same operating model applies across the back office.

UC/04 Support

Support triage & escalation

40% faster

Trigger
Tickets pile up; priority is guessed; escalations land in a generic queue.
System
Classify intent, draft replies, escalate to named humans, and log the audit path.
Outcome
Faster first response with clearer human handoff.
  • Helpdesk
  • Slack
  • Knowledge base
UC/05 Marketing

Marketing content loop

4-loop ops

Trigger
Briefs ship once, performance is loosely measured, and brand drift accumulates.
System
Brief, draft, publish through human gates, measure citations, and prune weak assets.
Outcome
A tighter content engine for AI search and pipeline education.
  • CMS
  • Analytics
  • AI search
UC/06 Internal workflows

Approvals & routing

SLA-backed

Trigger
Approvals get stuck in email threads with no owner or deadline.
System
Collect context, route to approvers, watch the SLA, and escalate on timeout.
Outcome
Cleaner accountability across finance, ops, and leadership requests.
  • Slack
  • Airtable
  • Email
Workflow fit

Bring one workflow from this list - or your own.

We'll map scope, integrations, approvals, first KPI, and a realistic build phase in 30 minutes.

Pick a time for a free strategy call