Resources
Practical guides for ops teams deploying AI virtual employees for back-office workflows.
Guide5 min read
Email triage + follow-up workflow playbook
Learn the best practices for structuring email workflows for AI assistants.
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Technical Brief8 min read
Document processing: extraction + validation
A deep dive into how CogniCrew handles document intake and exception routing.
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Playbook6 min read
CRM hygiene: dedupe + field completion
Strategies for keeping your CRM clean without manual data entry.
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Checklist3 min read
AP invoice intake checklist
Ensure your finance ops are ready for automation with this simple checklist.
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Template4 min read
Recruiting coordination SOP
Standard Operating Procedures for coordinating interviews with AI.
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Back Office Automation Scorecard
Download our free PDF scorecard to evaluate which of your current back-office workflows are ready for AI automation.