Al Agents: 65+ Use Cases Transforming Enterprises Discover 65+ proven Al agent applications designed to help enterprise teams modernize outdated processes, improve accuracy, and accelerate critical business decisions. Pee) Ae eedEnterprise Al Agents From Adoption to Action: Turning Allnvestment Into Real Use Cases As of 2025, 99% of Fortune 500 companies have implemented Al in their operations. Furthermore, 60% of enterprises with over 10,000 employees have incorporated Al into their business processes. These figures underscore a decisive shift: artificial intelligence is becoming a core component of modern enterprise strategy rather than an optional experiment. Yet despite this near-universal “adoption,” many organizations face a common challenge: determining where and how to apply Al to generate actual business value. Too often, projects remain in pilot phases or confined to individual departments, preventing Al from reaching its full potential across the enterprise. This whitepaper addresses the gap between abstract ambition to concrete application. Within these pages, you'll find 65+ practical use cases of Al agents across industries, each demonstrating how organizations are leveraging Al to solve specific operational challenges. From underwriting and compliance in insurance, to term sheets in private lending, to academic advising in higher education, these examples illustrate how enterprises can unlock scale, resilience, and long-term value from their Al investments. Built on StackAl, the Secure Enterprise Al Platform All of the use cases featured in this paper were developed on StackAl, the secure, enterprise- grade Al platform designed for regulated industries. With role-based access controls, on- premise options, and native integrations into tools like Snowflake, Salesforce, and ServiceNow, StackAl ensures that organizations can safely scale Al agents across underwriting, claims, compliance, customer support, and more—without sacrificing governance or security.Enterprise Al Agents Table of Contents Introduction Insurance Underwriting Assistant, Policy Q&A Agent, Form Processing Agent, FNOL Agent Claim Processing Agent, And More Government Policy Memo Writer, Grant Matching Agent, Regulatory Compliance Agent, Budgeting Agent, IT Support Desk Agent, And More Finance Investment Memo Generator, Document Comparison Agent, Earnings Call Insight and Summary Analyst, Spreadsheet Assistant, Financial Statement Reconciliation Assistant, CapEx Ciassification Agent, KYC Automation Agent, Refund and Expense Agent, And More Education Scholarship Matching Agent, Advising Assistant, Course Assistant, Writing Feedback Agent, University IT Assistant, Library Research Assistant, And More Private Lending Term Sheet Draft Agent, Loan File Review Agent, Closing Compliance Agent, Application Risk Agent, Validation Agent, And More Banking Document Classification Agent, Control Checker Agent, Compliance Chatbot, Customer Support Agent, Banker Helpdesk Agent Conclusion & StackAl Al Agents: 65+ Use Cases Transforming Enterprises 10 18 29 37 44 51Insurance Explore 10+ real-world Al agent use cases designed for underwriting, claims, and compliance teams who want faster processing, fewer errors, and stronger policyholder trust. Pee)Enterprise Al for Insurance & StackAl Use Case 1: Underwriting Assistant This agent streamlines the device insurance underwriting workflow by guiding the customer (or agent) through structured data collection, capturing device details, purchase information, and customer contact data. Who It's For Underwriters, Program Managers, Customer Service Reps Results + Ensures only qualified devices are approved + Calculates personalized insurance pricing and terms + Customers receive fast, clear decisions and documentation Workflow 1, User enters device, contact, and proof of purchase info 2. LLM checks eligibility and validates documents 3. Two more LLMs calculate risk tier, pricing, and policy terms automatically 4. Agent sends the customer a policy summary by email and ors 9 Policy yey creates a Google DocEnterprise Al for Insurance & StackAl Use Case 2: Policy Q&A Agent This chatbot is designed to answer user questions about insurance policies using only the information found in a set of uploaded policy documents. Who It's For Policyholders, Customer Support, Risk Managers Results + Accurate, document-based responses + No legal ambiguity: If the policy is unclear or silent on a question, the agent explicitly states this + Reliable support with instant, professional answers Workflow 1. User submits a policy question via a text input 2. Agent searches the uploaded policy documents for relevant information 3. LLM reviews the search results and formulates an answer strictly based on the policy text ae 4, The answer is displayed to the user with clear references to the Knowledge BaseEnterprise Al for Insurance & StackAl Use Case 3: Form Processing Agent This agent enables users to upload scanned or photographed handwritten insurance-related forms. It extracts legible, accurate data, then logs the information to a Google Doc. Who It's For Results Workflow Claims Intake Teams, Adjusters, Administrative Staff + Automatically extracts structured data from handwritten or scanned claim forms + Flags missing or illegible fields + Instantly digitizes and formats claim information 1, User uploads a scanned or photographed handwritten insurance form 2. LLM extraets all key fields (e.g., claimant name, date of loss, policy number, incident details) from the OCR text 3. LLMs extracted data is checked for completeness, flagged for any issues, and formatted into a clear report 4. Anew Google Doc is created with the processed dataEnterprise Al for Insurance & StackAl Use Case 4: FNOL Agent This agent streamlines FNOL intake, triage, and communication—making insurance claims processing faster, more accurate, and more customer-friendly. Who It's For Results Workflow Claims Intake Teams, Customer Service Reps Instantly extracts all key claim details Uses Al and Knowledge Base lookups to accurately categorize report urgency Automatically sends tailored responses and next steps to. policyholders . When a policyholder sends an FNOL, the agent automatically starts the workflow . LLM extracts relevant details from the report and enriches missing data by querying Salesforce . Al Routing classifies classifies the claim's urgency . Agent sends a personalized email to the policyholder with next, while summary is logged in Google DriveEnterprise Al for Insurance & StackAl Use Case 5: Claim Processing Agent This agent delivers fast, accurate, and consistent insurance claim decisions—improving both operational efficiency and customer satisfaction. Who It's For Policyholders, Claims Intake Teams Results + Instantly checks policy status and coverage in Snowflake + Uses Al to cross-check uploaded documents and user input for ownership and eligibility + Improved customer experience; reduced staff workload Workflow 1, Gathers policy number, details, and uploads from the user 2. LLM searches Snowflake database for matching policy and confirms its status 3. LLM checks if the claim is eligible by comparing uploads against policy data See More 4, Agent routes the claim for approval or rejection and automatically sends a personalized email to policyholderEnterprise Al for Insurance & StackAl Al Agents for Insurance Use Case 6: IT Help Desk Agent Use Case 7: Spreadsheet Chatbot Use Case 8: Regulatory Compliance Agent Use Case 9: Policy Helpdesk for Brokers Use Case 10: Billing and Payment Reconciliation Use Case 11: Meeting and Call Summarizer Problem: Agents and staff lose time waiting for IT tickets to be resolved, slowing claims and policy workflows. Solution: An Al help desk resolves common issues instantly and routes complex ones with full context, cutting downtime. Problem: Analysts spend hours reconciling policy, claims, and financial data hidden in Excel sheets. Solution: An Al chatbot answers natural-language queries on spreadsheets, surfacing insights without manual formulas. Problem: Compliance teams manually review policies and claims for state and federal requirements, risking costly errors. Solution: An Al agent cross-checks documents against regulatory rules, flagging gaps and ensuring filings are audit-ready. Problem: Brokers waste hours chasing underwriters for answers on policy terms and eligibility. Solution: An Al-powered helpdesk provides instant, policy- grounded answers so brokers can serve clients faster. Problem: ledgers, and manual recon inance teams struggle with late payments, mismatched lations that slow reporting Solution: An Al agent matches payments to policies in real time, flagging discrepancies and reducing churn risk. Problem: Claims and underwriting meetings generate pages of notes that rarely get documented consistently. Solution: An Al summarizer captures decisions, action items, and compliance notes automatically, cutting follow-up work. Want to see more?Government Explore 10+ real-world Al agent use cases helping governments reduce manual, repetitive work, drive efficiency gains, and create positive outcomes for communities. Pee)Enterprise Al for Government & StackAl Use Case 1: Policy Memo Writer This agent automatically gathers the latest web, internal, and uploaded data on a policy topic. It drafts each section of a policy brief (background, stakeholders, impacts, and summary) using Al. The result is a ready-to-use, well-structured policy analysis for decision-makers. Who It's For Analysts, Researchers, Consultants Results + Delivers a complete, formatted policy brief in minutes + Integrates up-to-date web, internal, and uploaded sources * Saves hours of manual research and writing Workflow 1, User enters a policy topic. 2. Agent gathers information using Web Search action and Knowledge Base of internal documents 3. Three LLMs generate the Policy Background, Stakeholder & International Landscape, and Economic & Social Impact. sections using all sources See More 4. Another LLM generates the executive summary and formats the brief for reviewEnterprise Al for Government & StackAl Use Case 2: Grant Matching Agent This agent analyzes your organization and project details, searches grants.gov for relevant opportunities, and ranks the best matches. The results are formatted into a clear report. Who It's For Consultants, Grant Writers, Project Managers Results + Delivers a ranked shortlist of matching government grants + Provides key eligibility notes, deadlines, and funding details + Generates a formatted report and creates a Google Doc for easy sharing Workflow 1. User enters project and organization info and uploads relevant files 2. ANLLM analyzes the profile and runs a web search for grants.gov opportunities 3. The Template node formats the matches See More . 4. The Create Google Doc action saves the formatted reportEnterprise Al for Government & StackAl Use Case 3: Regulatory Compliance Agent This agent analyzes uploaded documents against official regulations (in this example, FAR), flags gaps and risks with an LLM, and delivers a clear report to a designated reviewer. Who It's For Project Managers, Compliance Officers, Risk Professionals, Results + Identifies missing, ambiguous, or non-compliant sections with cited regulations + Provides actionable recommendations and redline edits + Delivers a professional compliance report directly to the reviewer's inbox Workflow 1, User uploads documents and enters the reviewer's email 2. Agent extracts regulatory text from a specified URL and analyzes the documents using an LLM 3. Compliance analysis is formatted into a clear report See More 4. The final report is displayed to the user and automatically sent via email to the reviewerEnterprise Al for Government & StackAl Use Case 4: Budgeting Agent This Al agent analyzes budget spreadsheets, identifies variances, explains root causes, and forecasts risks, answering questions like “Which departments are over budget by more than 10%, and what line items are driving those variances?” Who It's For Finance Directors, City Managers, Budget Analysts Results + Instantly identifies departments and line items with significant budget variances + Provides plain-English explanations and actionable recommendations * Cites exact sources (tables, files, report dates) for transparency and auditability Workflow 1. User submits a budget/finance question 2. Al Budget and Finance LLM reviews the question and analyzes the uploaded files See More 3. Response is formatted with citations and presented clearly to the userEnterprise Al for Government & StackAl Use Case 5: IT Support Agent This agent handles first-line IT support, instantly answering user questions, collecting feedback, and escalating unresolved issues—reducing manual workload and improving user satisfaction. Who It's For Administrators, Staff, and More Results + Instant Al-powered answers to IT questions using up-to- date internal resources + Automated, structured logging of every support, interaction + Automatic escalation of unresolved issues to humans Workflow 1, User submits an IT question and any relevant images 2. LLM searches internal docs and Google Drive for correct answers 3. LLM generates a comprehensive support response 4, If LLM cannot generate a response, will escalate issue by See More sending a message via email to a human reviewerEnterprise Al for Government & StackAl Use Case 6: Permitting Agent This Al agent covers the end-to-end permitting workflow. Applicants get instant feedback to. their email, while approvals and denials are taken care of automatically for staff with Al routing. Who It's For Business Licensing Officers, Permit Coordinators Results + Cuts permit approval time from weeks to days + Reduces staff workload and error rates + Improves resident and business satisfaction with faster, clearer responses Workflow 1. Applicant submits package via file upload node 2. LLM reviews the application for completeness, code compliance, and fee calculation, then rejects or approves 3. Alrouting node routes applicants to proper messaging flow—automatically and intelligently 4, Formatted approval or rejection messages are output and sent to applicant via emailEnterprise Al for Government & StackAl Al Agents for Government Use Case 7: Spreadsheet Assi: Use Case 8: Procurement and Vendor Review Agent Use Case 9: Document ingestion and Classification Agent Use Case 10: Employee Training and Onboarding Agent Use Case 11: Language Access Agent Problem: Complex spreadsheets block q slow down decision-making. k access to insights and Solution: Lets employees “chat” with spreadsheets—summarizing data and answering questions instantly, without technical skills. Problem: Reviewing bids and vendor contracts is slow and prone to missing compliance details. Solution: Quickly scans, compares, and flags vendor submissions for compliance, risk, and eligibility. Problem: City staff spend hours filing permits, forms, and records across multiple systems. Solution: Automatically scans, extracts, and classifies documents into the right categories and systems. Problem: Onboarding new government employees is inconsistent and resource-heavy. Solution: Provides step-by-step training and policy guidance to ensure fast, standardized onboarding. Problem: Residents with limited English proficiency struggle to access city services. Solution: Instantly translates forms, documents, and citizen inquiries to improve accessibility. Want to see more?Finance Explore 15+ real-world Al agent use cases helping finance teams eliminate laborious tasks, speed up decisions, and drive smarter, more scalable operations. Pee)Enterprise Al for Finance & StackAl Use Case 1: Investment Memo Generator StackAl automates memo drafting by consolidating pitch decks, financials, meeting notes, and external research—cutting turnaround time from hours to minutes and ensuring professional, error-free reports. Who It's For Private Equity & VC Analysts, Investment Associates, Corporate Strategy Teams Results + Reduce research & drafting time by 80%. + Ensure memo consistency & data accuracy across teams. + Free up analysts to focus on high-value strategic insights. Workflow 1, Upload pitch decks, financial documents, meeting notes, and relevant URLs. 2. Alagent extracts business insights and cross-references with your Knowledge Base (Sharepoint, Dropbox, Drive...). 3. Generates a structured memo with Executive Summary, Financial Overview, Competitive Landscape, and more. 4. Export as an advanced form interface and share with internal or external stakeholders.Enterprise Al for Finance & StackAl Use Case 2: Document Comparison Agent StackAl instantly compares document versions (Excel, Word, PDF), highlights changes, and outputs a structured difference report—saving analysts hours of manual review. Who It's For Results Workflow Finance Teams, Controllers, Auditors, Investment Analysts + Eliminate manual comparison errors. + Provide transparent, audit-ready difference reports. + Scale version tracking across multiple documents effortlessly. 1, Upload different versions of a document (Excel, Word, PDF). 2. Alagent automatically detects changes across sheets, cells, and values. 3. Generates a structured comparison report with sheet names, cell references, and old vs. new values. 4. Receive the report as structured data, ready for export and sharing. Anaya ites tn | | rset changes nae Format =aEnterprise Al for Finance & StackAl Use Case 3: Earnings Call Insight and Sentiment Analyst StackAl summarizes each call in minutes, tags sentiment by speaker, and pulls cited KPIs—so teams react faster post-call. Who It’s For Investment Analysts, Portfolio Managers, IR Teams Results * Insight and sentiment in minutes, vs. hours of review + Speeds up trading, reporting, and investment decision- making. + Consistent output structure for quick internal circulation. Workflow 1. Upload earnings call audios or transcripts. 2. Alagent extracts key themes, KPIs, and tags sentiment by speaker (positive, neutral, negative). 3. Generates a one-page brief with main topics, sentiment dashboard, and key quotes. 4. Receive the report as a structured PDF, ready for investment committees or client notes.Enterprise Al for Finance & StackAl Use Case 4: Spreadsheet Assistant StackAl lets teams “chat” with spreadsheets—summarizing data and answering questions instantly, without technical skills. Who It's For Results Workflow Business Teams, Operations Analysts, Strategy Teams + Get spreadsheet insights in seconds—with cell-level citations. + Eliminate 90% of manual spreadsheet parsing time. + Empower business teams to self-serve without formulas or BI tools. 1, Submit a business question or data request. 2. Upload spreadsheets (CSV, XLSX) or connect live tables. 3. Al Agent scans sheets, finds answers, and auto-cites cell references. 4. Enriches answers with internal documentation if needed. 5. Delivers a clear, cited response in plain language.Enterprise Al for Finance & StackAl Use Case 5: Financial Statement Reconciliation Assistant StackAl automatically cross-matches ledger data with bank feeds, flags discrepancies, and proposes journal entries—accelerating the close process and reducing risk. Who It's For Results Workflow Accounting Teams, Internal Control Teams, Financial Auditors + 95% of transactions reconciled automatically in minutes. + 30% faster month-end close. + Audit-ready traceability for SOX / IFRS compliance. 1. Upload general ledger export and bank statements (CSV, Excel, or PDF). 2. Auto-match transactions by amount, date, and description. 3. Identify and flag unmatched entries with context-aware reasoning. 4. Generate proposed journal entries for reconciliation. 5. Export and send a summary report for review.Enterprise Al for Finance & StackAl Use Case 6: CapEx Classification Agent StackAl automatically analyzes RFCs and project documents, classifies each cost as CapEx or OpEx, and provides policy-backed justifications—unlocking tax savings and ensuring audit readiness. Who It's For Finance and Accounting Teams, Controllers, Tax Managers Results + >$1M in annual tax savings through consistent and audit- backed CapEx classification. + 90% faster review time vs. manual RFC document checks. + Reduces risk and ensures compliance, with citations from internal accounting policy docs. Workflow . Upload RFCs and internal CapEx policy docs. . Al Agent extracts key data points. . Classifies each cost line as CapEx or OpEx with citation. . Requests clarification when needed. oP eR . Generates audit-ready capitalization report.Enterprise Al for Finance & StackAl Use Case 7: KYC Automation Agent Manual “Know Your Customer" checks slow onboarding and increase compliance costs. Use StackAl to automate the extraction, validation, and risk assessment of customer identity and financial documents. The agent processes multiple formats (PDFs, scanned IDs, utility bills), cross-verifies data, flags inconsistencies, and generates a compliance-ready KYC report. Who It's For ‘Compliance/AML Teams, Risk Officers, Banking Operations Results + 90-95% of profiles auto-verified without manual review. + KYC checks completed in < 2 minutes per customer. + Structured reports ready for audit, with full traceability. Workflow 1. Upload identity documents (passport, ID, utility bills, etc.) 2. Extract key fields OCR and LLMs. 3. Compare and validate extracted data. 4. Flag inconsistencies with risk-level tagging. 5. Generate a structured KYC. 6. Export and send the report via email for audit trail. Cases Transforming Enterpr Al Agents: 65+Enterprise Al for Finance & StackAl Use Case 8: Refund and Expense Agent Manual refund requests slow down finance teams and introduce policy compliance risks. Use StackAl to automate refund requests by extracting data from receipts, checking policy compliance, flagging issues, and creating support tickets—all in one streamlined workflow. Who It’s For Finance Teams, HR Ops, Controllers, Travel Admins Results + 90%+ of valid claims processed without manual review. + Refund decisions made in < 1 minute per request. + Audit-ready logs with policy reasoning per claim. Workflow 1. Upload receipt or invoice for reimbursement. 2. Extract relevant data (amount, category, date, vendor). 3. Classify the expense (e.g. meals, travel, accommodation). 4. Validate against reimbursement policy using connected data. 5. Determine refund eligibility with explanation. 6. Export and send report or create ticket for processing. & StackAl Al Agents: 65+ Use Cases Transforming Enterprises 26Enterprise Al for Finance & StackAl Al Agents for Finance | Use Case 9: 10-Q/10-K Filing Extractor Agent Use Case 10: Investor Lead Scoring Agent Use Case 11: Finance FAQ Assistant Use Case 12: Valuation Modeling Agent Use Case 13: Portfolio Rebalancing Agent Problem: Analyzing regulatory filings is slow, dense, and repetitive for finance teams. Solution: StackAl extracts key sections from 10-Q/10-K filings— risk, debt, financials—and delivers structured summaries, cutting hours of manual review. Problem: Investor prospecting is slow and manual, making it hard to prioritize the most relevant LPs or VC firms. Solution: StackAl automates investor lead scoring by aggregating firmographics, funding history, and interaction data—generating prioritized lists for your fundraising or investor relations team. Problem: Teams spend hours answering recurring questions about financial compliance, audits, and investor queries. Solution: StackAl automates FAQ responses by pulling from internal knowledge bases and document repositories, delivering fast, accurate answers to finance-related inquiries. Problem: Building DCF and comparable-company models is labor- intensive and prone to formula errors. Solution: StackAl ingests historicals, projections, and market multiples to auto-generate a full valuation model (DCF, trading ‘comps, and sensitivity tables) in minutes. Problem: Portfolios drift from target weights, and manual rebalance models take hours. Solution: StackAl ingests holdings and target policy, calculates drift, proposes tax-aware trades, and outputs a ready-to-execute order Want to see more?Enterprise Al for Finance & StackAl Al Agents for Finance Il Use Case 14: Problem: Limited cash visibility delays decisions and increases Cash-Flow Forecast & liquidity risk. Scenario Planner Solution: StackAl auto-builds a 13-week cash-flow model and best, base, and worst scenarios from your uploads—eliminating hours of manual spreadsheet work. Use Case 15: Problem: Manual company comparisons slow down decision- Buy Side vs. Sell Side making and introduce errors in portfolio analysis. Agent Solution: StackAl automates company comparisons by merging data from documents, financials, and web sources into instant, structured reports for faster decisions. Use Case 16: Problem: Competitor insights are scattered across sources, making Competitive Analysis manual research slow and fragmented. Assistant Solution: StackAl automates competitor analysis by gathering and ‘comparing data from web sources and internal knowledge bases— delivering structured comparison reports in minutes. Problem: Company vetting is slow and repetitive, delaying Due Diligence Assistant decisions and limiting scalability. Solution: StackAl automates due diligence by pulling insights from documents, web sources, and emails—streamlining research and enabling analysts to vet more companies, faster. Use Case 18: Problem: Vendor evaluation across performance, pricing, and terms Vendor Analysis is often manual and inconsistent. Solution: StackAl analyzes vendor contracts, service-level agreements, and related documents to generate structured comparison outputs that accelerate vendor selection Want to see more? Cases Transforming Enterprises Al Agents: 65+ UsEducation Explore 10+ real-world Al agent use cases helping top universities reduce manual, repetitive work, foster learning and exploration, and drive smarter education operations. Pa 29Enterprise Al for Education & StackAl Use Case 1: Scholarship Matching Agent Automatically match students to scholarships they qualify for in seconds by building a Scholarship Matching Al Agent, which outputs personalized eligibility results based on student input (department, GPA, year, career path, financial need). Who It's For Students, Administrators, Department Heads Results + Streamlined, repeatable process—no manual review required + Criteria-based scholarship matching using up-to-date internal data + Easy sharing and record-keeping via Google Docs Workflow 1, User enters Department, GPA, Year, Intended Career Path, and Financial Need. 2. Google Drive is searched for internal scholarship information. 3. Anthropic Al reviews user info and scholarship data to determine eligibility. 4, Anew Google Doc is created with the eligibility results.Enterprise Al for Education & StackAl Use Case 2: Advising Assistant This agent personalizes student advising by pulling student data from Salesforce, referencing department requirements, and generating a tailored summary. Who It's For Results Workflow Academic Advisors, Counselors + Retrieval of student data from Salesforce using Student ID + Al-generated summary of student's academic status, career interests, and extracurriculars «+ Live reference to department/program requirements from the official website 1. The advisor enters the Student ID and their notes or questions. 2. The workflow queries Salesforce for student information using the provided Student ID. 3. The OpenAI LLM combines Salesforce data, the department website, and advisor notes to generate a student summary and answer the advisor's question.Enterprise Al for Education & StackAl Use Case 3: Course Assistant This agent answers student questions about a specific course by searching across course documents, Google Drive, and SharePoint, then generates a concise, well-formatted answer. Who It's For Results and SharePoint Faculty, Students, TAs, Academic Support Staff + Unified search across course documents, Google Drive, + Al-generated, concise, and friendly answers tailored to student questions + Reduced manual workload for instructors and staff Workflow 1. Upload various course documents (Excel, Word, PDF) 2. LLM searches course, Google Drive, and SharePoint docs, then answers student questions 3. Friendly answer is formatted and shown to the user 1B comsosnete 4. Students receive the answer; optionally, a new task is created with the answer on a task management platform 3) Knowledge Base . Selec Kowledge Base v oR © Fic es fom Google Drive ® Advanced Upload Settings :Enterprise Al for Education & StackAl Use Case 4: Writing Feedback Agent This agent reviews drafts for clarity, tone, structure, and correctness, then suggests targeted edits with examples. Who It's For Faculty, TAs, Students Results + Agent reviews essays against provided guidelines, ensuring fairness and clarity * Students receive clear, structured feedback as soon as they submit ahead of deadlines + All feedback and file references are logged in a Google Sheet for easy review and auditing Workflow 1. User provides their name and uploads their essay 2. Agent reviews the essay using the guidelines and generates detailed feedback 3. The feedback is formatted for the student and also logged to a Google Sheet for teacher reviewEnterprise Al for Education & StackAl Use Case 5: University IT Assistant This agent handles first-line IT support, instantly answering user questions, collecting feedback, and escalating unresolved issues—reducing manual workload and improving user satisfaction. Who It's For Administrators, Staff, Students, Faculty Results + Instant, Al-powered answers to IT questions using up-to- date internal resources + Automated, structured logging of every support, interaction + Automatic escalation of unresolved issues to humans Workflow 1, Submit an IT question and any relevant files 2. Agent searches internal docs and Google Drive for correct answers 3. LLM generates a comprehensive support response 4. If LLM cannot generate a response, will escalate issue by See More sending an email to a human reviewerEnterprise Al for Education & StackAl Use Case 6: Library Research Assistant This agent streamlines academic research by connecting to internal libraries, digital archives, and open-access repositories, and helps students properly cite and organize their own research. Who It's For Faculty, Students, Researchers, and More Results + Reduces time spent searching across siloed databases + Provides quick, accurate summaries for papers, reports, or proposals + Generates citations in standard formats (APA, MLA, Chicago, etc.) Workflow 1, User enters a research topic 2. Academic sources and databases are searched and results are clustered by theme 3. Asummary and citations are generated from findings 4. AGoogle Docis created and a formatted summary with a link is shownEnterprise Al for Education & StackAl Al Agents for Education Use Case 7: Spreadsheet Assi: Booking Agent Use Case 9: Intemship and Career Match Agent Use Case 10: Accreditation Readiness Agent Use Case 11: Grant and Funding Finder Agent Problem: Complex spreadsheets block q slow down decision-making. k access to insights and Solution: This agent lets administrators “chat” with spreadsheets— summarizing data and answering questions instantly, without technical skills. Problem: Classrooms, labs, and equipment are often double- booked or underutilized due to clunky scheduling systems. Solution: Automates scheduling for classrooms, labs, or equipment (e.g., reserving a science lab or media room), ensuring no double- bookings and sending reminders. Problem: Students lack visibility into internships and career pathways that align with their skills and academic progress. Solution: Agent takes student profiles (major, GPA, skills, location preferences) and matches them with relevant internships, fellowships, or career opportunities from partner companies. Problem: Universities spend months preparing self-studies and documentation for accreditation reviews, often duplicating work. Solution: This agent gathers policies, syllabi, assessment data, and institutional reports, then maps them against accreditation criteria to highlight gaps and generate a readiness checklist. Problem: Schools, colleges, and education nonprofits often miss out on critical funding opportunities. Solution: This agent continuously scans government and private grant databases, parses eligibility criteria, and cross-checks them against the institution’s data. Want to see more?Private Lending Explore 10+ real-world Al agent use cases built for busy origination, underwriting, and risk teams who want faster deal cycles, fewer errors, and stronger capital partner trust. Pee) EyEnterprise Al for Private Lending & StackAl Use Case 1: Term Sheet Draft Agent This agent standardizes the creation of term sheets for private lenders evaluating new loan opportunities. It generates a draft term sheet using borrower financials and internal credit guidelines, for analyst review. Who It's For Credit Analysts, Loan Officers, Underwriters Results + Delivers a complete, formatted draft in minutes + Integrates up-to-date internal and uploaded sources + Takes a company name and financial documents as input, uses Al to generate a comprehensive term sheet draft Workflow 1, User enters the name of the company being evaluated 2. Upload or connect financial documents (e.g., statements, previous memos), reports, and knowledge bases 3. ANLLM generates the borrower overview, loan amount, interest rate, term, and more See More 4, The term sheet draft is formatted for review in a clean, presentable markdown layoutEnterprise Al for Private Lending & StackAl Use Case 2: Loan File Review Agent This agent streamlines the review of loan submissions for private lenders, ensuring that each deal is quickly and consistently evaluated against internal credit policy. Who It's For Loan Processors, Compliance Officers, Underwriters Results + Instantly reviews and flags deals, saving hours per file + Every deal checked against the same rules + Generates a formatted exception memo, helping underwriters handle more files with confidence Workflow 1, User uploads underwriting summaries or Excel models 2. ANLLM reviews the extracted document content and checks it against credit policy rules 3. For each criterion, LLM states Pass/Fail and provides a brief explanation, generating an exception memo ae 4, Another LLM polishes the memo, then automatically sends it via email to a designated reviewerEnterprise Al for Private Lending & StackAl Use Case 3: Closing Compliance Agent This agent ensures every closing package is reviewed instantly and thoroughly, with instant alerts for any departures from internal policy—helping lenders close loans faster. Who It's For Closing Manager, Compliance Officers, Funding Managers Results + Reduces review time from hours to seconds + Check all documents for presence, expiration, compliance + Immediate notification if anything is missing or non- compliant Workflow 1, User uploads all closing package documents (PDFs, scans, images, etc.) 2. LLM reviews for document type, missing documents, and expired or non-compliant documents 3. LLMs checklist analysis is formatted into a clear report Pee 4, Ifissues are found, an email is automatically sent to designated recipientEnterprise Al for Private Lending & StackAl Use Case 4: Application Risk Agent This workflow is a robust, automated solution for private lenders to streamline loan application review, reduce fraud risk, and ensure compliance with internal policies. Who It's For Underwriters, Risk Officers, Loan Originators Results + Check for subtle inconsistencies and fraud indicators + High-risk cases are flagged and escalated immediately + Allactions and findings are logged for alignment with internal policy and future reference Workflow 1, Upload all required documents 2. LLM checks for inconsistencies, flags major risks, etc. 3. Al Routing node classifies each application as either high- risk or low-risk 4. Depending on the classification, email is sent or application is logged in Google DriveEnterprise Al for Private Lending & StackAl Use Case 5: Validation Agent This Al agent gives lenders a powerful method to validate borrower real estate track records without navigating different portals and data—making lending safer and faster. Who It's For Underwriters, Credit Risk Analysts, Compliance Officers Results + Instant Al-powered answers to IT questions using up-to- date internal resources + Automated, structured logging of every support, interaction + Automatic escalation of unresolved issues to humans Workflow 1. User enters the borrower's name or ID and relevant files 2. Agent searches SharePoint for historical loan and ownership data related to the borrower, and runs a web search for county-specific data 3. LLM flags discrepancies, missing data, risksEnterprise Al for Private Lending & StackAl Al Agents for Private Lending Use Case 6: Background Report Agent Use Case 7: Appraisal Document Agent Use Case 8: Insurance Policies Agent Use Case 9: Operating Agreements Agent Use Case 10: General Background Check Agent Use Case 11: Application Layer Agent Problem: Loan officers waste hours manually checking borrower history across different systems. Solution: The agent automatically retrieves and validates background reports via API or uploaded docs for faster due diligence. Problem: Underwriters must verify appraisal values and details, which is slow and prone to human error. Solution: The agent cross-checks appraisal documents against required standards and flags discrepancies instantly. Problem: Teams manually confirm insurance coverage and compliance with policies, delaying loan approvals. Solution: The agent verifies insurance policy details via API integration and ensures coverage meets lending requirements. Problem: Reviewing operating agreements for ownership and governance terms is complex and time-consuming, Solution: The agent scans agreements, extracts key clauses, and validates them against underwriting rules. Problem: Analysts spend hours cross-checking borrower or guarantor information across fragmented sources. Solution: The agent consolidates background data, identifies red fiags, and produces a standardized risk summary. Problem: Analysts often miss inconsistencies buried in large loan files until late in the process. Solution: The agent runs workflows in the background, reviewing documents and surfacing alerts for analyst action. Want to see more?Banking Discover 10+ Al agent use cases designed to help banking staff, advisors, and operations teams deliver faster service, reduce errors, and strengthen customer trust. Pee) rNEnterprise Al for Banking & StackAl Use Case 1: Document Classification Agent This agent automates the classification of uploaded bank documents and logs the results in a structured, searchable Google Sheet. Who It's For Operations Managers, Bank Employees Results + Instantly classifies uploaded bank documents into business-relevant categories (e.g., Compliance, HR, Risk) + Provides clear, Al-generated reasoning + Automatically writes the results into a Google Sheet Workflow 1. User uploads documents that need classification 2. LLM analyzes each file and classifies it into a business. category with reasoning 3. Classification and reasoning are formatted as JSON eee 4, Results are written directly into a specified Google Sheet for record-keepingEnterprise Al for Banking & StackAl Use Case 2: Control Checker Agent This agent helps banking teams write, check, and improve control descriptions by comparing user input against a knowledge base of control standards. Who It's For Results Workflow Internal Auditors, Risk and Compliance Managers + Consistent, high-quality control draft descriptions + Actionable feedback and improvement suggestions for existing controls + Reduced manual review time and lower risk 1, User submits a control description or an existing control 2. LLM retrieves relevant control standards from the knowledge base 3. LLM compares the input against best practices and standards, then drafts or suggests improvements 4, The improved or validated control description is output for user review or implementationEnterprise Al for Banking & StackAl Use Case 3: Compliance Chatbot This agent answers company compliance questions by referencing a knowledge base of official documents, and escalates unconfirmed answers to the compliance team. Who It's For Bank Employees, Compliance Teams Results + Automates compliance checks for employee questions and uploaded files + Provides clear, policy-cited answers + Escalates ambiguous cases to the compliance team Workflow 1. Users submit their questions and upload relevant files 2. Compliance LLM analyzes the input alongside official policy documents, always citing the exact policy section 3. Another LLM automatically drafts an escalation email summarizing the issue if no answer is found See More 4, The agent automatically sends it to the compliance team for further reviewEnterprise Al for Banking & StackAl Use Case 4: Customer Support Agent This agent streamlines customer support by searching internal knowledge bases, generating concise answers, and automatically recording Q&A pairs in Airtable. Who t's For Bank Clients and Customers, Banking Support Teams Results + Accurate, well-cited answers to customer questions + Reduced manual effort and improved consistency in customer support + Automatic logging of each Q&A into Airtable for tracking Workflow 1, Receive customer question via the input node 2. Search company knowledge bases and SharePoint for relevant information 3. LLM generates a concise, cited answer are 4, Agent logs the question and answer as anew record in Airtable automaticallyEnterprise Al for Banking & StackAl Use Case 5: Banker Helpdesk Agent This agent instantly combines CRM insights and internal product documentation into a single, compliant answer for financial professionals. Who It's For Results Workflow Private Bankers, Financial Advisors, Banking Support Teams + Delivers a clear, professional answer combining client and product information * Summarizes CRM data and internal documentation in one response + Ensures compliance and privacy in all outputs 1. User enters a client or product question 2. CRM LLM fetches and summarizes client info from Salesforce 3. Product & Services LLM answers about bank products and services using internal docs. 4, Formatter LLM combines both outputs into an answerEnterprise Al for Banking & StackAl Al Agents for Banking Use Case 6: Capital Regulations Analyst Use Case 7: Research Report Agent Use Case 8: Call Compliance Agent Use Case 9: IT Support Agent Use Case 10: Dispute Resolution Agent Use Case 11: Branch Operations Agent Problem: Regulatory capital rules are dense and constantly updated, making it hard for teams to assess compliance. Solution: The agent interprets Basel I/IV and local requirements, flags gaps, and recommends capital ratio adjustments in plain language. Problem: Underwriters must verify appraisal values and details, which is slow and prone to human error. Solution: The agent cross-checks appraisal documents against required standards and flags discrepancies instantly. Problem: Customer service calls risk non-compliance with disclosure, script, or data-handling rules. Solution: The agent intakes call recordings, highlights compliance breaches, and generates audits for review. Problem: Advisors and staff lose time waiting for IT to resolve routine issues like password resets or VPN errors. Solution: The agent automates Tier-1 IT troubleshooting, escalating only complex cases to human support. Problem: Customers frequently challenge overdraft fees, unauthorized charges, or ATM errors, overwhelming support staff. Solution: The agent triages disputes, checks the dispute against policies, and drafts resolution options for advisor approval. Problem: ranch staff spend significant time on repetitive operational tasks like cash balancing and compliance logs. Solution: This agent automates daily branch checklists, freeing staff to focus on customer service, Want to see more? orming Banking 5 Al Agents: 10+ Use Cases TranEnterprise Al Agents & StackAl The use cases in this white paper are just the beginning. With StackAl's drag-and-drop interface, secure infrastructure, and 100+ integrations, anyone can build production- ready Al agents in just a few clicks. Let's Build Al Agents for Your Enterprise, Together Trusted By GRANITE XExeter J monzo Y retirement = FY smart Bm NORMANDY __ insurama >t