# AI Employee Use Cases | What Your AI Can Do

> Discover 70+ real use cases for your AI Employee. From email triage to Xero bookkeeping, video ads to construction tenders, for Australian business owners.

**Source:** https://agentive.au/ai-employee/use-cases/

---

Back to AI Employee

# What Can Your AI Employee Do?

Real use cases from real Australian businesses. Your AI Employee is not a chatbot; it connects to your systems and takes action.

[Book a demo](/book/)

Quick answer

Discover 70+ real use cases for your AI Employee. From email triage to Xero bookkeeping, video ads to construction tenders, for Australian business owners.

Deploys in

1 hour

Hosted

Sydney

Tenancy

Single

## Trusted by Australian practices and businesses

24 firms run a dedicated AI with us. Every logo shown with the owner's permission.

-   ![Data Insite logo](/logos/customers/data-insite.png)
-   ![OmniChannel Consulting logo](/logos/customers/omnichannel-consulting.png)
-   ![Yarrumdoc logo](/logos/customers/yarrumdoc.png)
-   ![Edina Building Group logo](/logos/customers/edina-building-group.png)
-   ![Divergent Strength Bookkeeping logo](/logos/customers/divergent-strength-bookkeeping.svg)
-   ![Emerald Wealth logo](/logos/customers/emerald-wealth.png)
-   ![The Ad Market logo](/logos/customers/the-ad-market.png)
-   ![AJ Stafford logo](/logos/customers/aj-stafford.png)
-   ![IWP logo](/logos/customers/iwp.png)
-   ![She Counts logo](/logos/customers/she-counts.png)
-   ![Morton Bookkeeping logo](/logos/customers/morton-bookkeeping.png)
-   ![Connected Business Solutions logo](/logos/customers/connected-business-solutions.png)
-   ![Aventori logo](/logos/customers/aventori.png)
-   ![Think Accountants logo](/logos/customers/think-accountants.png)
-   ![Business Lynx logo](/logos/customers/business-lynx.png)
-   ![Zenbook logo](/logos/customers/zenbook.png)
-   ![Adbur Bookkeeping logo](/logos/customers/adbur-bookkeeping.png)
-   ![KBAS Bookkeeping logo](/logos/customers/kbas-bookkeeping.svg)
-   ![Monitor Business logo](/logos/customers/monitor-business.png)
-   ![Flex Your Finances logo](/logos/customers/flex-your-finances.png)
-   ![Ventech logo](/logos/customers/ventech.png)
-   ![Performance Advantage logo](/logos/customers/performance-advantage.png)
-   ![Jenny de Lacy logo](/logos/customers/jenny-de-lacy.png)
-   ![Aiders logo](/logos/customers/aiders.svg)
-   ![](/logos/customers/data-insite.png)
-   ![](/logos/customers/omnichannel-consulting.png)
-   ![](/logos/customers/yarrumdoc.png)
-   ![](/logos/customers/edina-building-group.png)
-   ![](/logos/customers/divergent-strength-bookkeeping.svg)
-   ![](/logos/customers/emerald-wealth.png)
-   ![](/logos/customers/the-ad-market.png)
-   ![](/logos/customers/aj-stafford.png)
-   ![](/logos/customers/iwp.png)
-   ![](/logos/customers/she-counts.png)
-   ![](/logos/customers/morton-bookkeeping.png)
-   ![](/logos/customers/connected-business-solutions.png)
-   ![](/logos/customers/aventori.png)
-   ![](/logos/customers/think-accountants.png)
-   ![](/logos/customers/business-lynx.png)
-   ![](/logos/customers/zenbook.png)
-   ![](/logos/customers/adbur-bookkeeping.png)
-   ![](/logos/customers/kbas-bookkeeping.svg)
-   ![](/logos/customers/monitor-business.png)
-   ![](/logos/customers/flex-your-finances.png)
-   ![](/logos/customers/ventech.png)
-   ![](/logos/customers/performance-advantage.png)
-   ![](/logos/customers/jenny-de-lacy.png)
-   ![](/logos/customers/aiders.svg)

## This Is Not ChatGPT. This Is Not a Chatbot.

ChatGPT gives you suggestions. Your AI Employee takes action. It connects to your Xero, your email, your LinkedIn, your WordPress. It creates professional PDFs, DOCX reports, and XLSX spreadsheets that rival anything a human assistant would produce. The quality of documents, proposals, and financial reports will genuinely surprise you.

[Book Free Consultation →](/book/)[Book a 15-Min Demo →](/book/)

## Executive Assistant

Included in base plan

The core of your AI Employee. These capabilities come standard with every deployment.

Transcribes meetings via Deepgram, extracts action items, and drafts follow-up emails. Real example: full meeting transcription with structured action list in one session.

Researches prospects, then generates branded 5-8 page sales proposals and pitch decks from a single prompt. Real example: prospect research and a polished 5-page branded proposal in one session.

-   [
    
    ### Email Triage and Drafting
    
    Reads your inbox, categorises messages by priority, drafts professional replies in your tone, and flags urgent items for your attention.
    
    Read more →](/ai-employee/)
-   [
    
    ### Document Creation
    
    Creates proposals, reports, letters, and presentations in PDF, DOCX, XLSX, and PPTX. The quality of reports and documents will genuinely surprise you; polished, professional output that rivals what a skilled EA would produce. Tailored to your branding.
    
    Read more →](/ai-employee/)
-   [
    
    ### Calendar and Scheduling
    
    Manages your calendar, schedules meetings, sends reminders, and handles rescheduling. Works with your existing calendar system.
    
    Read more →](/ai-employee/)
-   [
    
    ### Daily Business Summaries
    
    Sends you a morning briefing via Telegram with key emails, upcoming meetings, overdue tasks, and important updates across all your systems.
    
    Read more →](/ai-employee/)
-   [
    
    ### Meeting Prep and Follow-Up
    
    Prepares briefing notes before meetings with client background, recent correspondence, and key talking points. Drafts follow-up emails after.
    
    Read more →](/ai-employee/)
-   [
    
    ### Research and Competitor Analysis
    
    Researches competitors, market trends, and industry news. Compiles findings into structured reports with actionable insights.
    
    Read more →](/ai-employee/)
-   [
    
    ### Client Communication Management
    
    Manages client communications across email, tracks response times, ensures nothing falls through the cracks, and maintains your professional tone.
    
    Read more →](/ai-employee/)
-   [
    
    ### Meeting Transcription and Action Items
    
    REAL
    
    Read more →](/ai-employee/)
-   [
    
    ### Voice-Driven Workflows
    
    Dictate tasks via Telegram voice messages. Your AI Employee transcribes, understands context, and acts. Hands-free operation for when you are on site, in the car, or between meetings.
    
    Read more →](/ai-employee/)
-   [
    
    ### Proposal and Pitch Deck Generation
    
    REAL
    
    Read more →](/ai-employee/)

## Finance & Bookkeeping

Finance Skills add-on

Real results from deployed AI Employees. These are tasks performed in actual client sessions.

Tracks overdue invoices and sends professional payment reminders. Real example: chased an $11,000 overdue invoice with a single prompt.

Analyses, cleans up, and processes bills. Real example: cleaned up 4 draft bills and processed 3 supplier bills in one session.

Cross-checks every transaction against your chart of accounts and GST rules. Real example: caught 20 miscategorised expenses and $142 in incorrect GST claims that a professional bookkeeper missed. Read the case study.

Searches your email for invoices and receipts, matches them to bank transactions by vendor and amount, generates PDF receipts from email content, and attaches them to Xero. Real example: found and attached 38 missing receipts in one session. Read the case study.

Marks invoices as paid and sends receipts to customers. Real example: marked a $1,375 invoice as paid and emailed the receipt automatically.

-   [
    
    ### Xero Health Check
    
    Runs a comprehensive health check across all your Xero accounts. Flags overdue invoices, unreconciled transactions, and missing data.
    
    Read more →](/ai-employee/finance-skill/)
-   [
    
    ### Invoice Creation and Sending
    
    Creates invoices in Xero with the correct line items, tax codes, and contact details. Sends them directly to your clients via email.
    
    Read more →](/ai-employee/finance-skill/)
-   [
    
    ### Payment Tracking and Chasing
    
    REAL
    
    Read more →](/ai-employee/finance-skill/)
-   [
    
    ### Bank Reconciliation
    
    Assists with bank reconciliation in Xero. Matches transactions, categorises expenses, and flags items that need your review.
    
    Read more →](/ai-employee/finance-skill/)
-   [
    
    ### Bill Processing and Approval
    
    REAL
    
    Read more →](/ai-employee/finance-skill/)
-   [
    
    ### GST/BAS Preparation Support
    
    Categorises expenses for GST, generates reports for BAS preparation, and ensures your books are organised for tax compliance.
    
    Read more →](/ai-employee/finance-skill/)
-   [
    
    ### Financial Reporting
    
    Generates Profit and Loss statements, balance sheets, aged receivables reports, and cash flow summaries on demand from Xero data.
    
    Read more →](/ai-employee/finance-skill/)
-   [
    
    ### Cash Flow Monitoring
    
    Monitors your cash position across bank accounts and alerts you to upcoming payments, low balances, or unusual transactions.
    
    Read more →](/ai-employee/finance-skill/)
-   [
    
    ### Expense Audit and GST Verification
    
    REAL
    
    Read more →](/blog/ai-bookkeeper-catches-what-humans-miss/)
-   [
    
    ### Automated Receipt Matching and Attachment
    
    REAL
    
    Read more →](/blog/ai-bookkeeper-catches-what-humans-miss/)
-   [
    
    ### Wise Banking Integration
    
    Connects to Wise for international payments. Check balances, view transactions, and manage multi-currency accounts alongside Xero.
    
    Read more →](/ai-employee/finance-skill/)
-   [
    
    ### Receipt Sending
    
    REAL
    
    Read more →](/ai-employee/finance-skill/)

## Marketing & Content

Marketing Skills add-on

Content creation and publishing capabilities used by real deployed AI Employees every week.

Writes SEO-optimised blog posts and publishes them directly to WordPress. Real example: 3 blog posts per week, published automatically.

Creates 15-20 second vertical video ads for Meta and Instagram. Real example: produced 6 ad creatives (3 stills and 3 videos) with competitor analysis and Meta 20% text rule compliance in one session.

Builds full MVP websites and deploys them live. Real example: built complete websites for a mortgage broker and a CFO consulting firm, deployed to Cloudflare Pages with iterative UX refinement.

Full video production from slide creation through AI narration to final assembly. Real example: a 7-minute video produced from scratch, with slides, ElevenLabs voiceover, and professional editing.

-   [
    
    ### Blog Post Creation
    
    REAL
    
    Read more →](/ai-employee/marketing-skill/)
-   [
    
    ### LinkedIn Post Creation
    
    Creates engaging LinkedIn posts in your voice, with relevant hashtags and calls to action. Publishes directly to your profile.
    
    Read more →](/ai-employee/marketing-skill/)
-   [
    
    ### Twitter/X Content Publishing
    
    Drafts and publishes tweets and threads. Maintains your brand voice and engages with trending topics in your industry.
    
    Read more →](/ai-employee/marketing-skill/)
-   [
    
    ### SEO-Optimised Content
    
    Writes content with proper heading structure, meta descriptions, keyword placement, and internal linking. Built for search engines and readers.
    
    Read more →](/ai-employee/marketing-skill/)
-   [
    
    ### AI Image Generation
    
    Generates custom images for blog posts and social media using Google Gemini AI. No stock photos needed.
    
    Read more →](/ai-employee/marketing-skill/)
-   [
    
    ### Content Calendar and Strategy
    
    Plans your content calendar, suggests topics based on industry trends, and maintains a consistent publishing schedule across all channels.
    
    Read more →](/ai-employee/marketing-skill/)
-   [
    
    ### Email Newsletter Drafting
    
    Drafts email newsletters with engaging subject lines, structured content, and clear calls to action. Ready for your review and send.
    
    Read more →](/ai-employee/marketing-skill/)
-   [
    
    ### Brand Voice Consistency
    
    Learns your brand voice, tone, and style. Every piece of content sounds like you wrote it, whether it is a blog post, email, or social update.
    
    Read more →](/ai-employee/marketing-skill/)
-   [
    
    ### Video Ad Production (Meta Reels)
    
    REAL
    
    Read more →](/ai-employee/marketing-skill/)
-   [
    
    ### Website Creation and Deployment
    
    REAL
    
    Read more →](/ai-employee/marketing-skill/)
-   [
    
    ### YouTube Video Production
    
    REAL
    
    Read more →](/ai-employee/marketing-skill/)

## Research & Analysis

Included in base plan

Your AI Employee can search the web, analyse documents, and compile research into structured reports.

-   [
    
    ### Market Research
    
    Competitor intelligence, market sizing, and opportunity analysis compiled into actionable reports.
    
    Read more →](/ai-employee/)
-   [
    
    ### Industry Trend Analysis
    
    Monitors your industry for emerging trends, regulatory changes, and opportunities you should know about.
    
    Read more →](/ai-employee/)
-   [
    
    ### Compliance Updates
    
    Tracks regulatory and compliance updates relevant to your industry. Summarises changes and their impact on your business.
    
    Read more →](/ai-employee/)
-   [
    
    ### Client Background Research
    
    Researches prospective clients before meetings. Company background, recent news, key personnel, and conversation starters.
    
    Read more →](/ai-employee/)
-   [
    
    ### Data Analysis
    
    Analyses data from spreadsheets, CSVs, and documents. Finds patterns, creates summaries, and presents insights clearly.
    
    Read more →](/ai-employee/)
-   [
    
    ### Report Generation
    
    Creates structured reports with charts, tables, and executive summaries. Exports to PDF or other formats as needed.
    
    Read more →](/ai-employee/)

## Communication

Multi-channel outreach capabilities

Reach clients and leads through phone, SMS, email, and CRM, all managed by your AI Employee.

AI phone bot that answers calls in a cloned voice. Real example: a sports medicine clinic uses a voice AI receptionist built with Pipecat, Twilio, Deepgram, and ElevenLabs to handle patient enquiries.

-   [
    
    ### AI Voice Receptionist
    
    REAL
    
    Read more →](/ai-employee/)
-   [
    
    ### Outbound AI Phone Calls
    
    Makes outbound phone calls for lead qualification, appointment booking, and follow-ups using Twilio and ElevenLabs AI voice technology.
    
    Read more →](/ai-employee/)
-   [
    
    ### SMS Sending
    
    Sends SMS messages for appointment reminders, payment follow-ups, and quick client communications.
    
    Read more →](/ai-employee/)
-   [
    
    ### Email Campaigns
    
    Drafts and sends targeted email campaigns. Personalises each message based on recipient data from your CRM.
    
    Read more →](/ai-employee/)
-   [
    
    ### Appointment Booking
    
    Books appointments via phone calls or email. Checks availability, confirms details, and sends calendar invites automatically.
    
    Read more →](/ai-employee/)
-   [
    
    ### Voicemail Management
    
    Transcribes voicemail messages, summarises the key points, and suggests appropriate follow-up actions.
    
    Read more →](/ai-employee/)
-   [
    
    ### HubSpot CRM Integration
    
    Manages contacts, tracks deals, updates pipelines, and logs all interactions in HubSpot automatically. Your CRM stays current without manual entry.
    
    Read more →](/ai-employee/)

## Sales & CRM

Pipeline management and reporting

Automate your sales reporting, manage your pipeline, and generate proposals without manual data entry.

Pulls data from Monday.com, generates weekly branded pipeline reports with colour-coded KPIs, and delivers them by email. Real example: weekly reports delivered automatically every Saturday for 6+ clients.

Transforms thousands of records between systems. Real example: 16,411 product records transformed from Jim2 ERP to Shopify format with variant extraction and category mapping.

-   [
    
    ### Automated Sales Pipeline Reporting
    
    REAL
    
    Read more →](/ai-employee/)
-   [
    
    ### Large-Scale Data Transformation
    
    REAL
    
    Read more →](/ai-employee/)
-   [
    
    ### Built-in Lightweight CRM
    
    Track leads, pipeline stages, and client interactions without external CRM software. Real example: a startup built a 63-lead, 8-stage pipeline in one session using the built-in database.
    
    Read more →](/ai-employee/)
-   [
    
    ### HubSpot CRM Integration
    
    Manages contacts, tracks deals, updates pipelines, and logs all interactions in HubSpot automatically. Your CRM stays current without manual entry.
    
    Read more →](/ai-employee/)

## Industry Solutions

Vertical-specific capabilities

Deep vertical expertise built from real deployments. Your AI Employee learns the specifics of your industry.

-   ### Construction and Property Development
    
    Analyses benchmark projects, applies cost escalation using ABS and CoreLogic data, and generates branded preliminary cost assessments. Real example: a $2.4M tender with evidence-based pricing and negotiation strategy.
    
    Analyses architectural drawings, extracts dimensions, and creates cost breakdown spreadsheets with formulas. Real example: 20 endorsed drawings analysed, 118-formula spreadsheet created, $140K underbudget identified.
    
    Documents variation scope with area calculations, photo evidence, and branded PDFs. Delivers to clients via email. Real example: managed 8+ variations with full documentation.
    
    Reviews inspection reports, compiles email evidence timelines, and drafts professional dispute correspondence. Real example: reviewed an 82-page defect inspection report and compiled a full evidence timeline.
    
    Professional 8-9 page branded investor documents with financial projections, pie charts, and market analysis. Ready for distribution to investors and stakeholders.
    
    Analyses property permit pathways, planning approvals, development feasibility, and site acquisition costs. Compiles findings into structured reports.
    
-   [
    
    ### Tender Preparation and Costing
    
    REAL
    
    Read more →](/ai-employee/)
-   [
    
    ### Quantity Takeoffs from Drawings
    
    REAL
    
    Read more →](/ai-employee/)
-   [
    
    ### Variation Order Management
    
    REAL
    
    Read more →](/ai-employee/)
-   [
    
    ### Construction Dispute Resolution
    
    REAL
    
    Read more →](/ai-employee/)
-   [
    
    ### Investment Memoranda and Brochures
    
    Read more →](/ai-employee/)
-   [
    
    ### Deal Sourcing and Feasibility
    
    Read more →](/ai-employee/)
-   ### Retail and E-Commerce
    
    Product data transformation, inventory management, and catalogue updates. Integrates with existing ERP systems to keep your store in sync.
    
    Full integration with Lightspeed X-Series (formerly Vend). Manages products, sales, customers, inventory, consignments, suppliers, and promotions.
    
-   [
    
    ### Shopify Store Management
    
    Read more →](/ai-employee/)
-   [
    
    ### Lightspeed X-Series POS
    
    Read more →](/ai-employee/)

## Healthcare & Medical Practice

Custom Skills for medical professionals

Real capabilities deployed for an Australian sports medicine practice. Built with healthcare-grade security from day one.

Phone bot with a cloned doctor's voice handles patient enquiries, appointment requests, and general information. Built with Pipecat, Twilio, Deepgram, and ElevenLabs.

Reads referral emails, extracts patient details, and creates patient records automatically via browser automation. No manual data entry required.

-   [
    
    ### AI Voice Receptionist
    
    Healthcare
    
    Read more →](/ai-employee/)
-   [
    
    ### Automated Patient Registration
    
    Healthcare
    
    Read more →](/ai-employee/)
-   [
    
    ### Secure Email with Virus Scanning
    
    Office 365 email integration with ClamAV virus scanning on all attachments. Healthcare-grade protection for patient correspondence.
    
    Read more →](/secure-ai/)
-   [
    
    ### Patient Data Protection
    
    Patient data stays on the local server. Medicare data protection policies enforced. Dry-run-first policy ensures no action is taken without verification.
    
    Read more →](/secure-ai/)

KEY DIFFERENTIATOR

## The Power of Custom Skills

Your AI Employee is not limited to pre-built capabilities. You can train it to learn entirely new skills specific to your business.

"Your AI Employee learns YOUR business, YOUR processes, YOUR clients."

-   ### How It Works
    
    The built-in **Skill Creator** guides you through teaching your AI Employee a new workflow
    
    Describe what you need in plain English. No coding, no technical setup.
    
    Test the skill interactively until it works exactly the way you want
    
    Once mature, **schedule it to run automatically** on a daily, weekly, or custom cadence
    
    -   The built-in **Skill Creator** guides you through teaching your AI Employee a new workflow
    -   Describe what you need in plain English. No coding, no technical setup.
    -   Test the skill interactively until it works exactly the way you want
    -   Once mature, **schedule it to run automatically** on a daily, weekly, or custom cadence
    
-   ### Real Custom Skills in Production
    
    **Patient registration from referral emails**: reads incoming referrals, extracts patient details, creates records via browser automation
    
    **Monday.com sales reports**: pulls sales data from Monday.com API, generates weekly pipeline reports for a consulting firm
    
    **Property inspection reports**: processes inspection data into formatted professional reports in minutes
    
    **Enterprise data protection policies**: accounting firm with 18 skills, structured risk controls, and never-share-files-publicly rules
    
    -   **Patient registration from referral emails**: reads incoming referrals, extracts patient details, creates records via browser automation
    -   **Monday.com sales reports**: pulls sales data from Monday.com API, generates weekly pipeline reports for a consulting firm
    -   **Property inspection reports**: processes inspection data into formatted professional reports in minutes
    -   **Enterprise data protection policies**: accounting firm with 18 skills, structured risk controls, and never-share-files-publicly rules
    

KEY DIFFERENTIATOR

## Security & Control

Your AI Employee works within the boundaries you set. You decide what it can and cannot do.

-   ### Conservative Security Mode
    
    Add extra safety guardrails to your AI Employee. Real policies from deployed clients:
    
    -   "Never send emails without my approval"
    -   "Always confirm before making payments"
    -   "Never use public file sharing services" (Accounting Firm)
    -   "Patient data stays on local server only" (Medical Practice)
    -   "Structured risk explanation format for all data operations" (Accounting Firm)
    -   "Dry-run-first policy: verify before executing" (Medical Practice)
    
-   ### Enterprise-Grade Infrastructure
    
    Built for Australian businesses with Australian data sovereignty in mind.
    
    -   Dedicated cloud instance (not shared infrastructure)
    -   Data stays in Australia (Sydney AWS region)
    -   Enterprise-grade encryption at rest and in transit
    -   Australian privacy law compliance
    -   Each AI Employee isolated on its own server
    

## Real Results from Real Deployments

"One conversation: full week of bookkeeping caught up"

Xero health check, invoices marked paid, bills processed, payment reminders sent. All in a single session.

"3 blog posts per week, published automatically"

SEO-optimised articles written and published to WordPress with featured images, every week, without manual intervention.

"AI receptionist answers calls in the doctor's own voice"

Sports medicine clinic with voice AI phone bot, automated patient registration from referrals, and healthcare-grade security with 14 custom skills.

"Zero missed payment reminders"

Every overdue invoice tracked and followed up. Including an $11,000 invoice that had been sitting unpaid.

"19 skills: Monday.com, Wise, Xero, and Office 365 all connected"

Business process consultant with automated sales reports from Monday.com, international banking via Wise, and full Xero bookkeeping integration.

"18 skills with enterprise security: data protection policies built in"

Accounting firm running Xero, email, social media, document generation, and phone calls, all with structured data protection rules and risk controls.

## Integrations

All integrations included. No per-integration fees.

Xero

Accounting

Wise

Banking

WordPress

CMS

LinkedIn

Social

Twitter/X

Social

Gmail

Email

Office 365

Email

Telegram

Messaging

HubSpot

CRM

Twilio

Phone

Deepgram

Transcription

Google Gemini

Image Gen

Monday.com

Project Mgmt

Pipecat

Voice AI

Cloudflare

Infrastructure

Stripe

Payments

ElevenLabs

Voice Clone

## How Skills Grow With Your Business

-   ### Start with AI Executive Assistant
    
    Email, documents, research, scheduling, and daily summaries. Custom pricing available.
    
-   ### Add Finance Skills
    
    Xero bookkeeping, invoicing, bank reconciliation, GST/BAS prep. Available as an add-on.
    
-   ### Add Marketing Skills
    
    Blog posts, LinkedIn content, social media, SEO-optimised writing. Available as an add-on.
    
-   ### Create Custom Skills
    
    Teach your AI Employee your unique workflows using the built-in Skill Creator. No coding required.
    
-   ### Schedule Mature Skills
    
    Once tested and reliable, schedule skills to run autonomously. Daily bookkeeping checks, weekly blog posts, monthly reports.
    

## See Your AI Employee in Action

Book a demo or get in touch. Your AI Employee can be deployed within 1 hour.

[Book Free Consultation →](/book/)[Book a 15-Min Demo →](/book/)[Contact Us →](/contact/)

Answers

## Frequently Asked Questions

Still unsure? [Ask us on a call](/book/).

### Can I create my own custom skills?

+

Yes. Your AI Employee includes a built-in Skill Creator that guides you through the process. Describe what you need in plain English, test it interactively, and deploy it. No coding required.

### Can skills run automatically?

+

Yes. Once a skill is mature and tested, you can schedule it to run autonomously on a daily, weekly, or custom cadence. For example, a daily Xero health check or a weekly blog post can run without your input.

### What security controls can I add?

+

Enable Conservative Security Mode to add approval workflows. Examples: require your sign-off before sending emails, confirm before making payments, or restrict financial data to read-only access.

### How many integrations are included?

+

All integrations are included at no extra cost. The base plan includes email, Telegram, and calendar integrations. Skill add-ons unlock more: Finance adds Xero and Wise, Marketing adds WordPress, LinkedIn, and Twitter/X.

### Can my team access the AI Employee?

+

Yes. Every plan includes Telegram group access where your team can interact with the AI Employee using @mentions. You also get a private Telegram bot for direct one-on-one access and a web dashboard.

### How long does setup take?

+

Your AI Employee is deployed automatically within 1 hour of sign-up. Setup is self-serve: choose a plan at agentive.au/pricing, your own server is deployed automatically within 1 hour, and YouTube training videos walk you through connecting your tools. Prefer a person to guide you? Guided onboarding is an optional A$300 one-off.

## Explore AI Employee Skills

-   [
    
    ### AI Executive Assistant
    
    Handles email, documents, research, scheduling, and more. Custom pricing available.
    
    Read more →](/ai-employee/)
-   [
    
    ### Finance Skills (Xero)
    
    Add Xero bookkeeping, invoicing, bank reconciliation, and GST/BAS prep as an add-on.
    
    Read more →](/ai-employee/finance-skill/)
-   [
    
    ### Marketing Skills
    
    Add WordPress publishing, LinkedIn posts, Google Ads, and content creation as an add-on.
    
    Read more →](/ai-employee/marketing-skill/)
-   [
    
    ### For Accountants
    
    25+ use cases built specifically for Australian accounting firms and bookkeepers. Xero, BAS, GST, and more.
    
    Read more →](/ai-employee/use-cases/accountants/)

## AI Employee by Profession

-   [
    
    ### For Bookkeepers
    
    Xero reconciliation, BAS, GST, AR/AP chasing, multi-file health checks.
    
    Read more →](/ai-employee/use-cases/bookkeepers/)
-   [
    
    ### For Financial Advisors
    
    SOA drafting, onboarding, review tracking. ASIC RG 255 aligned. Pilot programme.
    
    Read more →](/ai-employee/use-cases/financial-advisors/)
-   [
    
    ### For Auditors
    
    Sampling, working papers, evidence indexing. Independence-safe. Pilot programme.
    
    Read more →](/ai-employee/use-cases/auditors/)
-   [
    
    ### For Marketing Agencies
    
    Client ops, content drafting, multi-channel reporting.
    
    Read more →](/ai-employee/use-cases/agencies/)
-   [
    
    ### For Builders
    
    Quotes, variations, progress claims, supplier invoicing.
    
    Read more →](/ai-employee/use-cases/builders/)
-   [
    
    ### For Accountants
    
    Multi-client management, white-label reports, practice CRM, Xero Tax.
    
    Read more →](/ai-employee/use-cases/accountants/)

Are you an accountant or bookkeeper?

We have a dedicated page with 25+ use cases built specifically for Australian accounting firms.

Next step

## See it run on your own client file

Bring a real Xero or MYOB file to a 30-minute demo. We connect a dedicated AI, code and reconcile live, and you leave with a plan, whether we work together or not.

[Book a 30-minute demo](/book/) [See pricing](/pricing/)

[Not ready yet? Step 03 Check the safeguards → Australian hosting, single tenant, full audit trail.](/secure-ai/)
