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By department

How your team uses AI.

Real examples grouped by department, with the data tier already mapped out.

Collections/Customer Service

  • Researching market or auction value of equipment → Tier 1
  • Researching customer business or industry context → Tier 1
  • Explaining a collections rule or repossession step in plain English → Tier 1
  • Personalized collections email about specific customer → Tier 4 - enterprise seat

Credit

  • Industry/trucking research for context → Tier 1
  • Excel formulas and analysis on de-identified data → Tier 2
  • Reviewing deal structure language → Tier 2
  • Summarizing application data → Tier 4 - enterprise seat

Sales / Marketing

  • Marketing images and video → Tier 1 (any tool)
  • Social media drafts → Tier 1
  • Email campaign drafts (no individual customer detail) → Tier 1-2
  • Customer outreach with personal details → Tier 4 - enterprise seat

Operations / Admin

  • Process documentation → Tier 2
  • Internal training materials → Tier 2-3
  • Anything with vendor contract specifics → Tier 3

Accounting

  • Building Excel formulas or cleaning up an internal spreadsheet, no customer data → Tier 2
  • Summarizing or analyzing the company's own financial statements → Tier 3
  • Anything tied to a specific customer's account, balance, or payment history → Tier 4 - enterprise seat