One starting task for each team
Genaima is the AI autopilot for decision-dense businesses. Start with a decision your team makes repeatedly and the work needed to prepare it: a proposal draft, an invoice review or a client report. Each workflow needs an agreed output and a way to judge whether it helps.
- SalesProposal drafts, follow-ups and CRM review, scoped around available sales records and the rep's approval.
- Finance & operationsInvoice reminder drafts and spend-request reviews from agreed records, with a named finance reviewer.
- Client servicesAccount reviews, renewal follow-up plans and client reports built around the records the team can verify.
- AgenciesClient report drafts, proposals and account handovers with agreed inputs, source checks and account-level access.
- Professional servicesProposal preparation, engagement reporting and internal knowledge retrieval, scoped with the firm's access and review requirements.
Agree the review and controls
Begin with the sources the task needs and the person who can verify the output. Connections, sending and system updates are assessed for the implementation. The workflow guide explains the process, and security and governance covers data and access requirements.
Start with one workflow
Use the workflow-selection playbook to compare candidates before expanding the scope. If the task crosses branches, properties or territories, the industry pages provide more specific examples.
Launch your autopilotTell us which task takes the most preparation or follow-up in your team.