Sales Rep
Responds to enquiries, prepares quotes and follows up with customers after sending a proposal.
View scenarioThe roles shown here are examples. AI Workers also support management, purchasing, security and work organisation. Together with each partner, we tailor every role to the needs of their customers.
From sales to HR. Each AI Worker has specific responsibilities within its area of the business.
Assistant, Sales Rep, Finance Officer and Marketing Specialist have example scenarios you can explore.We are developing the other roles and adapting them to the needs of our partners’ customers.
Explore the scenariosFrom the first enquiry to sales forecasts and competitor insights.
Responds to enquiries, prepares quotes and follows up with customers after sending a proposal.
View scenarioPublishes completed projects, responds to customer reviews and supports online sales.
View scenarioFinds new contract opportunities and tenders, including procedures requiring a bid bond.
Analyses tender specifications and assesses whether the company meets the eligibility requirements. Completes the European Single Procurement Document (ESPD) and tracks tender deadlines.
Prepares sales forecasts with supporting explanations and flags declining customer activity.
Shows which marketing expenses generate enquiries and orders. Evaluates agencies based on results.
Prepares a quarterly market and competitor report using public registers, tenders, job listings and price lists.
Stay on top of margins, cash flow, receivables and purchasing decisions.
Calculates margins by job, customer and project. Forecasts cash flow and warns of potential shortfalls, such as before social security or payroll payments. Prepares month-end management reporting and explains variances.
View scenarioMonitors receivables and identifies payment delays, including overdue invoices.
Maintains a register of ongoing supplier contracts and flags renewals 60 days before the deadline. Benchmarks prices against the market and prepares requests for quotation.
Supports capital purchasing decisions, such as equipment, machinery and vehicles. Compares offers.
Deadlines, documents, corporate obligations and administrative requirements.
Organises voice notes, documents and agreements with customers. Keeps track of contract deadlines, such as lease expiry dates.
View scenarioMaintains the corporate calendar, including obligations under the Polish Commercial Companies Code and National Court Register requirements. Prepares meeting materials and maintains a record of decisions.
Helps the business prepare for new administrative requirements, such as Poland’s e-Delivery service and National e-Invoicing System (KSeF).
Keep track of regulations, incidents, fraud attempts and quality.
Maintains a register of legal obligations covering GDPR, NIS2, the AI Act and whistleblowing. Responds to security questionnaires from major customers.
Analyses alerts from company systems. In the event of an incident, guides the business through reporting at the 24-hour and 72-hour stages.
Detects suspicious transfers, fraudulent invoices and impersonation attempts.
Handles nonconformities and corrective actions. Supports preparation for audits and management reviews.
Recruitment, employee support and fieldwork.
Supports recruitment and onboarding. Answers employee questions, interprets employment law and assesses risks associated with inspections by Poland’s National Labour Inspectorate every quarter.
Plans daily schedules for field teams and collects evidence of completed work and reports to support invoicing.
We develop the team together with our partners. Tell us about your customers’ industry and everyday tasks, and we’ll tailor the roles to your offering.