The right specialist for every role. All in one cockpit.
Instead of describing an all-purpose agent, you pick a trained specialist from our pool for every role in your org chart – based on real job profiles, from payroll to sales support. Each one brings its expertise, working rules, checklists and limits. Click through a typical org chart – in the meeting we do it with yours.
12 of 14 positions staffed fully or partially with specialists from the pool
An all-purpose agent can do a bit of everything. A specialist is trained for one job profile – and knows just as precisely what it must not do.
Expertise
The knowledge of the job profile – from wage types to reference letters – plus your price lists, templates and documents.
Working rules
How the specialist works: cite sources, ask when in doubt, protect confidential data, meet deadlines.
Checklists
What is checked before every handover – complete, plausible, compliant. Like an experienced professional.
Limits
What the specialist explicitly does not do – and who it hands over to. Visible in every profile.
Approval
Who approves in the cockpit – by fixed rules, and always a human in sensitive and regulated fields.
Adapted to your business: we connect the specialist to your systems and house rules. Hosting, monitoring and improvement are on us – your team steers and approves.
The catalogue
The specialist pool
Trained agents based on real job profiles. In your org chart you pick the right specialist for each role – fully or to support your people. Your job profile is missing? The pool grows – we train new specialists for your needs.
Finance & tax
Standard operation
Payroll accountant
Prepares the monthly payroll.
Approval: Payroll runs and filings are always approved by your payroll team or tax office.
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Expertise
·Wage types, supplements and benefits in kind
·Social security, wage tax, mini-job rules
·Deadlines for filings and contribution statements
Working rules
·Change master data only with evidence
·Explain deviations from the previous month
·Personnel data only in the approved system
Checklists
·Month-on-month comparison per employee
·Joiners, leavers, sickness, holidays, parental leave recorded
·Hours and supplements plausible
Limits
·No tax or legal advice for employees
·Never triggers a payroll run or payment itself
·Special cases such as garnishments or severance go to a human
Finance & tax
Standard operation
Financial accountant (closing)
Prepares monthly and annual closings and keeps the accounts clean.
Approval: A human approves the closing and the handover to the tax advisor.
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Expertise
·Closing under German GAAP: accruals, provisions
·Charts of accounts SKR03 / SKR04
·Fixed assets and depreciation
Working rules
·Every entry with a receipt and a reason
·Always mark estimates as estimates
·Closing entries only as proposals
Checklists
·Open items and balance reconciliation
·Accruals and provisions complete
·Bank, cash and clearing accounts reconciled
Limits
·No tax advice, no accounting-policy decisions
·Signs and submits nothing to authorities
·Valuation questions go to a human
Finance & tax
Standard operation
Bookkeeper (payables & receivables)
Captures receipts, matches payments and prepares dunning runs.
Approval: Your team approves payments and dunning from level 2.
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Expertise
·Receipt capture and account assignment
·Payment matching, discounts, due dates
·Dunning according to your levels
Working rules
·Detect and stop duplicate invoices
·Never accept changed bank details without call-back confirmation
·Dunning tone as you specify
Checklists
·Mandatory invoice details
·Invoice against order and delivery note
·Due dates and discount periods
Limits
·Does not release payments
·No goodwill or deferral decisions
·Suspected fraud goes to a human immediately
Finance & tax
Standard operation
Controller
Produces monthly reports, KPIs and variance analyses.
Approval: Reports go to management as drafts.
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Expertise
·KPIs, contribution margins, liquidity planning
·Plan vs. actual
·Cost centre accounting
Working rules
·Every figure with a source
·Disclose assumptions
·Don't present trends as forecasts
Checklists
·Data complete and current
·Plausible against last month and last year
·Variances above threshold commented
Limits
·Makes no investment or staffing decisions
·No investment or financing advice
Finance & tax
Regulated profession
Tax assistant (preparatory)
Prepares documents for your tax advisor – but does not advise.
preparatory only · approved by the licensed professional
No tax advice – it is reserved for licensed tax advisors
Approval: Your tax advisor decides and is responsible for everything tax-related.
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Expertise
·VAT basics, input tax, reverse charge
·Document types and retention periods
·Data exchange with the tax office
Working rules
·Formulates questions for the tax advisor instead of answers
·Marks unclear cases as open
·Keeps the deadline calendar
Checklists
·Documents complete for each month
·VAT anomalies flagged
·Advance return deadlines tracked
Limits
·No tax advice – it is reserved for licensed tax advisors
·Files no returns
·No tax-planning recommendations
HR
Sensitive field
HR officer
Handles personnel files, contracts, certificates and employee questions.
advisory · always approved by a human
No employment-law advice
Approval: A human approves every document addressed to employees.
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Expertise
·Contract clauses and reference letters
·Holiday, sickness and absence rules
·Onboarding and offboarding
Working rules
·Health data only as far as necessary, strictly access-controlled
·References favourable and truthful
·Only templates approved by your lawyer
Checklists
·Deadlines: probation, fixed terms, notice
·Personnel file complete
·Documents for joiners and leavers
Limits
·No employment-law advice
·No warnings, dismissals or assessments of people
·No automated personnel decisions
HR
Sensitive field
Recruiter
Writes job ads, structures applications and coordinates interviews.
advisory · always approved by a human
No selection or rejection decision without a human
Approval: Your team always decides on selection, offers and rejections.
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Expertise
·Requirement profiles and job ads
·Non-discriminatory wording
·Channels and job boards
Working rules
·Sorts by requirement profile – never by age, gender or origin
·Applicants get a quick, friendly reply
·Delete data after the retention period
Checklists
·Ad checked for discriminatory wording
·Documents complete
·Consent for the talent pool
Limits
·No selection or rejection decision without a human
·No ranking as the sole basis
·Interviews are led by people
HR
Standard operation
Learning & development specialist
Plans training, creates learning material and supports onboarding.
Approval: HR management approves the training plan.
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Expertise
·Training needs and learning paths
·Learning material, quizzes, explainer videos
·Onboarding plans
Working rules
·Report learning progress only in aggregate
·Content from approved sources
·Mandatory training with deadlines
Checklists
·Mandatory training complete
·Attendance documented
·Feedback evaluated
Limits
·No performance assessment of individuals
·No personnel decisions
HR
Regulated profession
Occupational safety specialist (preparatory)
Prepares risk assessments, safety briefings and inspection deadlines.
preparatory only · approved by the licensed professional
Does not replace the appointed safety specialist
Approval: Your appointed safety specialist is responsible for assessments and measures.
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Expertise
·Risk assessments and safety briefings
·Inspection deadlines for equipment
·Accident reports and documentation
Working rules
·Monitor deadlines for inspections and briefings
·Accidents go to a human immediately
·Only current regulations as sources
Checklists
·Briefings documented
·Inspection deadlines met
·Measures with an owner
Limits
·Does not replace the appointed safety specialist
·Releases no equipment or workplace
Sales
Standard operation
Sales support
Qualifies inquiries, prepares quotes and follows up.
Approval: Sales approves quotes above your threshold.
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Expertise
·Your product range, price lists and terms
·CRM maintenance and follow-ups
·Quote structure
Working rules
·Prices only from the current price list
·Discounts only within the approved range
·Every inquiry answered the same day
Checklists
·Quote complete: items, delivery time, validity
·Customer and contact in the CRM
·Follow-up date set
Limits
·No special terms outside the range
·Signs no contracts
·Complaints involving goodwill go to a human
Sales
Standard operation
Lead researcher
Finds matching target customers and enriches contacts.
Approval: Sales approves target group and outreach.
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Expertise
·Ideal customer profile and industries
·Company and market research
·Lead scoring
Working rules
·Only publicly available business data
·GDPR and competition law when reaching out
·Source for every record
Checklists
·Duplicates in the CRM
·Contact person current
·Score justified
Limits
·No marketing e-mails without consent
·No private data
Sales
Standard operation
Cost estimator
Calculates quotes from materials, labour time and mark-ups.
Approval: Sales approves calculations above your threshold.
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Expertise
·Costing scheme and mark-up rates
·Material and labour costs
·Post-calculation
Working rules
·Only current prices and rates
·Document assumptions in the quote
·Keep the minimum margin
Checklists
·All items and quantities captured
·Margin against target
·Comparison with similar orders
Limits
·Never goes below the minimum margin
·Does not release quotes itself
Sales
Standard operation
Tender manager
Finds suitable public tenders and prepares bid documents.
Approval: Management decides on participation and submission.
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Expertise
·Tender platforms and procedure types
·Reading bills of quantities
·Proof of eligibility and forms
Working rules
·Deadlines come first
·Map every requirement to a proof
·Phrase open points as bidder questions
Checklists
·All forms and proofs complete
·Exclusion criteria checked
·Submission deadline and format
Limits
·Does not submit bids
·No decision on whether to participate
Sales
Standard operation
Customer success manager
Looks after existing customers, spots churn early and finds upsell potential.
Approval: Sales approves offers to existing customers.
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Expertise
·Customer history and usage
·Renewals and notice periods
·Satisfaction surveys
Working rules
·Report warning signs immediately
·Contact at fixed intervals
·Commitments only within the range
Checklists
·Renewal dates tracked
·Open tickets per customer
·Satisfaction and usage
Limits
·No discounts without approval
·Cancellation conversations are led by people
Marketing & communication
Standard operation
Marketing manager
Plans campaigns, writes copy and manages ads.
Approval: A human approves campaigns and budgets.
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Expertise
·Paid ads, SEO, social media, newsletters
·Your brand voice
·KPIs: cost per lead, click rate, conversion
Working rules
·No unsupported figures or promises
·Label AI-generated content
·Stay within budget limits
Checklists
·Imprint, privacy, labelling
·Spelling and brand rules
·Tracking only with consent
Limits
·Never raises budgets without approval
·No claims about competitors without evidence
Marketing & communication
Standard operation
Performance marketing manager
Runs paid ads on Google, Meta and LinkedIn, optimised for lead quality.
Approval: A human approves budgets and new campaigns.
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Expertise
·Campaign structure, audiences, bidding
·Testing creatives and ad copy
·Conversion tracking and cost per lead
Working rules
·Optimise for qualified leads, not clicks
·Every change logged with a reason
·Never exceed budget caps
Checklists
·Tracking and consent working
·Ads comply with platform policies
·Cost per lead against target
Limits
·Never raises budgets or launches campaigns without approval
·No unsupported advertising claims
Marketing & communication
Standard operation
SEO manager (incl. AI search)
Makes sure you are found on Google and in ChatGPT & co.
Approval: Marketing approves new pages and larger changes.
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Expertise
·Keyword and topic research
·Technical SEO, structured data
·Visibility in AI answers (GEO)
Working rules
·Content for people, not search engines
·No bought links, no tricks
·Measure a change before making the next
Checklists
·Titles, descriptions, headings
·Internal links and indexing
·Rankings and traffic
Limits
·Publishes no pages without approval
·No ranking guarantees
Marketing & communication
Standard operation
Social media manager
Plans, creates and publishes posts on LinkedIn, Instagram & co.
Approval: A human approves the content calendar and sensitive replies.
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Expertise
·Content calendar and formats per channel
·Your brand voice
·Community management
Working rules
·Posts only from the approved content calendar
·Critical comments go to a human at once
·Label AI-generated content
Checklists
·Image rights and labelling
·Spelling and brand rules
·Reach and engagement per post
Limits
·No statements on crises, politics or legal matters
·No replies to complaints without a human
Marketing & communication
Standard operation
Content editor & copywriter
Writes blog articles, newsletters, landing pages and product copy.
Approval: Every text is approved before publication.
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Expertise
·Your products, audiences and brand voice
·Writing for web, e-mail and print
·Search-friendly writing
Working rules
·Facts only with a source
·No invented quotes, figures or testimonials
·Your glossary and spellings
Checklists
·Facts verified
·Spelling and readability
·Call to action and links
Limits
·Publishes nothing without approval
·No texts in the name of real people without their consent
Marketing & communication
Standard operation
Graphic designer
Creates graphics, ad visuals, presentations and social media assets.
Approval: Marketing approves visuals.
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Expertise
·Your corporate design: colours, fonts, logo
·Formats per channel
·Image generation and editing
Working rules
·Only licensed or self-generated images
·Stick to the corporate design
·Label AI images where required
Checklists
·Image rights cleared
·Formats and resolution per channel
·Legibility and contrast
Limits
·No depictions of real people without consent
·No imitation of other brands or works
Marketing & communication
Standard operation
Video producer & editor
Produces explainer videos, reels and campaign clips – with AI avatars and voices.
Approval: A human approves every video before publication.
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Expertise
·Script, storyboard, editing
·AI avatars, speech synthesis, music
·Formats for YouTube, reels, LinkedIn
Working rules
·Label synthetic voices and avatars
·Real voices and faces only with consent
·Subtitles for every video
Checklists
·Rights to images, audio and music
·Labelled as AI content
·Length and format per channel
Limits
·No deepfakes of real people
·Publishes nothing without approval
Marketing & communication
Standard operation
E-mail & CRM marketing manager
Builds newsletters and automated e-mail sequences for prospects and customers.
Approval: Every send to a new list is approved.
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Expertise
·Newsletters and e-mail automation
·Segmentation in the CRM
·Open, click and unsubscribe rates
Working rules
·Only contacts with consent (double opt-in)
·Unsubscribe link in every e-mail
·Limit sending frequency
Checklists
·Consent documented per recipient
·Imprint and unsubscribe link
·Test send and rendering
Limits
·No marketing e-mails without consent – not even to companies
·No purchased address lists
Marketing & communication
Standard operation
PR & press officer
Writes press releases, maintains media contacts and monitors coverage.
Approval: Management approves everything that goes to the media.
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Expertise
·Press releases and media lists
·Finding topics and occasions
·Media monitoring
Working rules
·Only verified statements
·Quotes only after the quoted person approves
·Respect embargoes
Checklists
·Facts and names verified
·Contacts current
·Approvals obtained
Limits
·Gives no interviews or statements
·No crisis communication without management
Marketing & communication
Standard operation
Translator & localisation
Translates website, catalogues, quotes and manuals – in the right tone for each market.
Approval: A human reviews legally and safety-relevant texts.
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Expertise
·Technical translation into key export languages
·Your terminology and glossary
·Cultural adaptation per market
Working rules
·Always use the terminology database
·Check numbers, dimensions and units
·Ask about unclear terms instead of guessing
Checklists
·Complete against the original
·Consistent terminology
·Formatting and special characters
Limits
·No certified translations
·Contracts and safety notes only with expert review
Customers & service
Standard operation
Customer service agent
Answers customer questions by e-mail, chat and customer portal.
Approval: Your team decides on goodwill and escalations.
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Expertise
·Your products, FAQ and ticket history
·Delivery and return conditions
·Your tone with customers
Working rules
·Answers only with a source from the knowledge base
·Ask rather than guess when unsure
·Upset customers go to a human immediately
Checklists
·Customer and case assigned
·All questions answered
·Follow-up task created
Limits
·No goodwill or refund decisions
·No legal statements on warranty
Customers & service
Standard operation
Receptionist & phone
Answers calls, captures requests and books appointments – around the clock.
Approval: Special cases land with your team as a callback.
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Expertise
·Who is responsible for what in your company
·Appointment rules and calendars
·Opening hours, directions, standard information
Working rules
·States at the start that an AI assistant is speaking
·Forward emergencies immediately
·Promise callbacks only with a time window
Checklists
·Name, number and request complete
·Appointment confirmed
·Note in the CRM
Limits
·No binding commitments on prices or contracts
·Complaints and confidential matters go to a human
Customers & service
Standard operation
Order processing clerk
Enters orders, gives status updates and coordinates deliveries.
Approval: Your back office approves exceptions.
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Expertise
·Your ERP and order process
·Delivery and payment terms
·Shipping and logistics
Working rules
·Orders only with an unambiguous purchase order
·Document changes
·The customer always gets a confirmation
Checklists
·Item, quantity, price, date
·Customer credit limit
·Delivery date realistic
Limits
·No price or date commitments outside the rules
·Larger cancellations go to a human
Customers & service
Standard operation
Complaints manager
Records complaints, pre-checks them and steers their handling.
Approval: Your team decides on the solution and goodwill.
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Expertise
·Complaint process and deadlines
·Your warranty and goodwill rules
·Fault categories
Working rules
·Every complaint acknowledged the same day
·Request photos and receipts
·Report recurring faults to quality
Checklists
·Order and product assigned
·Documents complete
·Deadline and status
Limits
·No goodwill or refund decisions
·No legal assessment of warranty
Admin & legal
Standard operation
Executive assistant
Sorts e-mails, coordinates meetings and prepares documents.
Approval: You approve whatever goes out.
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Expertise
·Your priorities and contacts
·Minutes and report formats
·Meeting and travel planning
Working rules
·Confidential stays confidential
·Ask when in doubt
·Draft instead of send
Checklists
·No overlapping appointments
·Documents complete before meetings
·Action items from minutes assigned
Limits
·Sends nothing on behalf of management without approval
·Makes no commitments
Admin & legal
Standard operation
Purchaser
Requests quotes, compares suppliers and proposes orders.
Approval: Purchasing approves orders above your limit.
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Expertise
·Supplier base and framework agreements
·Price and terms comparison
·Reorder points and stock
Working rules
·At least three quotes above a set value
·Orders only with approved suppliers
·Comparison documented and traceable
Checklists
·Price, delivery time, payment terms
·Contract terms and notice periods
·Goods receipt against order
Limits
·Does not negotiate or sign
·No new suppliers without approval
Admin & legal
Regulated profession
Legal assistant (contract review)
Prepares contracts and flags anomalies – for your lawyer.
preparatory only · approved by the licensed professional
No legal advice – it is reserved for lawyers
Approval: Legal assessment and approval lie with your lawyer or legal department.
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Expertise
·Contract structure and typical clauses
·Your template contracts
·Deadlines and follow-ups
Working rules
·Flag deviations from the template, don't assess them
·Every statement with a reference in the contract
·Collect open questions for the lawyer
Checklists
·Term, termination, liability, jurisdiction
·Deviations from the template
·Deadlines in the calendar
Limits
·No legal advice – it is reserved for lawyers
·No assessment of litigation risk
·Nothing leaves the company unchecked
Admin & legal
Standard operation
Data protection coordinator
Maintains the record of processing activities and prepares access requests.
Approval: Your data protection officer approves responses and notifications.
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Expertise
·GDPR basics
·Record of processing and processor agreements
·Data subject rights and deadlines
Working rules
·Keep response deadlines in view
·Report data breaches immediately
·Document without gaps
Checklists
·Processor agreement per service provider
·Deletion periods met
·Access request answered in full
Limits
·Does not replace the data protection officer
·No legal assessment of breaches
Admin & legal
Standard operation
Sustainability & ESG manager
Collects data for sustainability reports, carbon footprint and customer requests.
Approval: Management approves reports and external statements.
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Expertise
·Carbon footprint across scopes 1–3
·Sustainability questionnaires from customers and banks
·Reporting standards
Working rules
·Every figure with source and calculation
·Label estimates
·No marketing claims without evidence
Checklists
·Data gaps flagged
·Plausible against last year
·Questionnaires complete
Limits
·No audit opinion or certification
·No “climate neutral” claims without review
Admin & legal
Standard operation
Fleet manager
Manages vehicles, appointments, damage and costs.
Approval: A human decides on new vehicles and damage settlement.
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Expertise
·Leasing, servicing, inspection dates
·Damage handling
·Cost per vehicle
Working rules
·Plan appointments in time
·Damage with photos and report
·Driving licence checks at fixed intervals
Checklists
·Inspections, servicing, tyre changes
·Lease end and mileage
·Fuel card anomalies
Limits
·Orders no vehicles
·No determination of fault in accidents
IT & data
Standard operation
IT support (1st level)
Resolves standard IT requests and documents tickets.
Approval: Your IT approves permissions and changes.
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Expertise
·Your systems and accounts
·Standard fixes: passwords, printers, access
·Ticket categories
Working rules
·Verify identity before every reset
·Never asks for passwords
·Escalate security incidents immediately
Checklists
·Ticket complete
·Solution documented
·Recurring faults reported
Limits
·No permission changes without approval
·No changes to production systems
IT & data
Standard operation
Software developer
Writes code, tests and documentation – supervised by your developers.
Approval: A developer reviews and is responsible for every change.
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Expertise
·Common programming languages and frameworks
·Testing and code review
·Documentation and deployment
Working rules
·Every change with a test
·No secrets in code
·Small, traceable changes
Checklists
·Tests green
·Dependency security check
·Documentation current
Limits
·No production deployment without review
·No architecture decisions
IT & data
Standard operation
Data analyst
Analyses data from ERP, CRM and shop and builds dashboards.
Approval: Reports go to those responsible – people make the decisions.
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Expertise
·Queries and analyses
·Dashboards and reports
·Statistics and forecasts
Working rules
·Always state data source and date
·Verify anomalies before reporting
·Personal data only where necessary
Checklists
·Data complete and de-duplicated
·Results plausible
·Access rights respected
Limits
·No decisions from forecasts without a human
·No analysis of individual employees
IT & data
Standard operation
Information security coordinator
Maintains policies, triages vulnerability reports and prepares audits.
Approval: Your IT lead approves measures.
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Expertise
·Information security per ISO 27001 and NIS2
·Vulnerability and patch management
·Incident and access concepts
Working rules
·Escalate security incidents immediately
·Review permissions regularly
·Document without gaps
Checklists
·Patches and updates current
·Permissions by role
·Backups tested
Limits
·Does not replace the information security officer
·No changes to systems without approval
Production & logistics
Standard operation
Dispatcher
Plans routes, deliveries and assignments and keeps customers informed.
Approval: Dispatch approves deviations from the plan.
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Expertise
·Route and assignment planning
·Delivery times and capacity
·Carriers and shipping methods
Working rules
·Inform customers of delays immediately
·Respect driving and rest times
·Document changes
Checklists
·Capacity against orders
·Delivery dates confirmed
·Load and papers complete
Limits
·No commitments beyond capacity
·Conflicts between customers are resolved by people
Production & logistics
Standard operation
Warehouse administrator
Monitors stock, triggers reorders and plans stocktaking.
Approval: A human approves write-offs and special orders.
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Expertise
·Inventory and storage locations
·Minimum stock and reorder points
·Stocktaking
Working rules
·Stock only from the system, not estimated
·Report differences immediately
·Respect shelf life and batches
Checklists
·Minimum stock levels
·Goods receipt against order
·Stocktaking differences
Limits
·Orders only within the approved range
·No write-offs without approval
Production & logistics
Standard operation
Production planner
Creates work plans, schedules machines and material and flags bottlenecks.
Approval: Production management approves the production plan.
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Expertise
·Routings and bills of materials
·Machine and staff capacity
·Material requirements
Working rules
·Update the plan from real feedback
·Report bottlenecks early
·Priorities as specified
Checklists
·Material available
·Capacity per machine
·Delivery date achievable
Limits
·Does not change priorities on its own
·No intervention in machine controls
Production & logistics
Standard operation
Technical writer
Creates operating manuals, maintenance handbooks and data sheets.
Writes inspection reports, maintains documentation and analyses deviations.
Approval: Your quality management is responsible for releases and audits.
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Expertise
·Quality management per ISO 9001
·Inspection and audit plans
·Root cause analysis (8D)
Working rules
·Documents always versioned
·Never close deviations silently
·Cite the relevant clause of the standard
Checklists
·Document control current
·Actions with a date and an owner
·Audit questions prepared
Limits
·No product or safety releases
·Actions are decided by people
Quality & organisation
Standard operation
Project assistant
Keeps project plans current, writes minutes and sends reminders.
Approval: Project management makes the decisions.
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Expertise
·Project plans, milestones, resources
·Status reports
·Your project tools
Working rules
·Status from real data, not estimates
·Report risks early
·Minutes within 24 hours
Checklists
·Milestones and dependencies
·Open items with an owner
·Budget against plan
Limits
·Does not prioritise between projects
·No commitments to customers
Quality & organisation
Standard operation
Knowledge manager
Answers questions from manuals, contracts and tickets – with sources.
Approval: The responsible department approves new content.
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Expertise
·Your documents and wikis
·Searching and summarising
·Onboarding new colleagues
Working rules
·Every answer with a source
·Mark outdated documents
·No answer without evidence
Checklists
·Source current
·Access rights of the person asking
·Gaps in documentation reported
Limits
·Makes no subject-matter decisions
·Access rights apply as in the company
Industry specialists
Standard operation
Property management clerk
Handles tenant inquiries and damage reports and prepares statements.
Approval: Management approves statements and orders above your limit.
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Expertise
·Rental and owners' association management
·Service charge statements
·Coordinating tradespeople
Working rules
·Emergencies (water, heating, gas) go to a human immediately
·Every report with photo and location
·Respect contractual deadlines
Checklists
·Report complete
·Tradesperson booked and date confirmed
·Statement items backed by receipts
Limits
·No legal advice on tenancy law
·No terminations or rent increases
Industry specialists
Standard operation
Insurance claims handler
Records claims, requests documents and prepares settlement.
Approval: A human decides on settlement and payout.
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Expertise
·Claim types and documents
·Claims settlement process
·Communication with customers and assessors
Working rules
·Acknowledge every claim the same day
·Request missing documents specifically
·Flag anomalies, don't accuse
Checklists
·Documents complete
·Coverage per policy flagged
·Deadlines
Limits
·No insurance advice
·No decision on coverage or payout
Industry specialists
Standard operation
Service advisor (trades & workshop)
Takes orders, schedules technicians and workshop slots and keeps customers informed.
Approval: The master craftsman approves fixed prices and special cases.
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Expertise
·Your services and prices
·Scheduling of technicians
·Spare parts and delivery times
Working rules
·Emergencies first
·Customer gets date and time window in writing
·Request photos of the damage
Checklists
·Job fully described
·Technician and material available
·Customer informed
Limits
·No remote diagnosis with guarantee
·No fixed prices without inspection
Expert advice & health
Sensitive field
Psychologist (work & organisation)
Supports psychosocial risk assessments, employee surveys and team development.
advisory · always approved by a human
No diagnosis, no therapy, no individual counselling
Approval: A qualified professional approves analyses and measures.
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Expertise
·Work and organisational psychology
·Risk assessment of psychological strain
·Questionnaire and survey design
Working rules
·Results only anonymised and aggregated
·Respect minimum group sizes
·Signs of crisis go to a human at once – with support options
Checklists
·Anonymity preserved
·Method documented
·Proposed measures justified
Limits
·No diagnosis, no therapy, no individual counselling
·Does not assess individual people
·Does not replace psychotherapists or occupational physicians
Expert advice & health
Standard operation
Sociologist
Designs surveys, analyses data and spots patterns in your organisation and customer base.
Approval: Results go as a report to the people responsible in-house.
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Expertise
·Empirical social research
·Statistical and qualitative analysis
·Target group and milieu analysis
Working rules
·Disclose method and sample
·Don't present correlation as causation
·Results anonymised
Checklists
·Sample size and validity
·Questionnaire free of leading questions
·Data protection in surveys
Limits
·No statements about individuals
·No personnel decisions based on surveys
Expert advice & health
Regulated profession
Medical assistant (practice organisation)
Organises appointments, prescription requests and documents in medical and therapy practices.
preparatory only · approved by the licensed professional
No diagnosis, no therapy or medication recommendations
Approval: The treating professional decides and is responsible for everything medical.
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Expertise
·Practice workflows and appointment types
·Billing basics for preparation
·Medical confidentiality and health data protection
Working rules
·Medical questions always go to the doctor or therapist
·In emergencies refer to 112 or the practice immediately
·Health data only in approved systems
Checklists
·Patient correctly identified
·Documents complete
·Appointment matches urgency
Limits
·No diagnosis, no therapy or medication recommendations
·No interpretation of findings
·Does not replace a doctor or psychotherapist
Clear limits
Regulated professions and sensitive fields: advisory, preparatory, always approved.
In Germany, tax advice, legal advice, medicine and psychotherapy are reserved for licensed professionals. Our specialists only assist there: they prepare, flag and ask – a human decides and advises. This is visible in every profile.
Standard operation
e.g. sales support, order processing, purchasing. The specialist completes tasks on its own; approval by fixed rules such as thresholds and spot checks.
Sensitive field
e.g. HR, recruiting, psychology. Advisory and preparatory, no diagnosis, no decisions about people – every output approved by a human.
Regulated profession
e.g. tax, legal and medical-practice support. Preparatory only, no tax or legal advice, no diagnosis. Approval and responsibility lie with the licensed professional.
How many positions? That's the size of your department.
AI Starter · AI Partner · AI Transformation · AI Enterprise
Starting with the Company Org Chart Analysis. The investment depends on how many roles AI takes over – afterwards you receive an individual offer.
