AI Automation Case Studies
The following are representative engagement patterns Drag AI delivers. Client names, logos, and specific outcomes are intentionally omitted to respect confidentiality and to avoid inflated claims. We'll discuss directly comparable work on your strategy call.
Business Challenge
Customer support team overloaded with repetitive tier-1 queries and slow after-hours coverage.
AI Solution
Agentic AI assistant grounded in the company knowledge base, with human escalation for sensitive cases and CRM updates on resolution.
Workflows Automated
- •Tier-1 question answering
- •Ticket triage and routing
- •Conversation summarisation
- •CRM updates on resolution
Tools Integrated
Results
Results depend on workflow complexity and deployment scope. Discussed in detail under NDA on your strategy call.
Business Challenge
Finance team spending many hours per week extracting fields from inconsistent supplier invoices.
AI Solution
Document AI pipeline with reviewer queues, validation rules, and clean writes into the accounting system.
Workflows Automated
- •Invoice ingestion
- •Line-level extraction
- •Validation against PO data
- •Reviewer queue for exceptions
Tools Integrated
Results
Results depend on workflow complexity and deployment scope. Discussed in detail under NDA on your strategy call.
Business Challenge
Operations team repeatedly answering the same questions about policies, SOPs, and product details.
AI Solution
Private RAG assistant grounded in SharePoint and Confluence content, with per-user access control and source citations.
Workflows Automated
- •Internal Q&A with citations
- •SOP and policy retrieval
- •Drafting support for routine responses
Tools Integrated
Results
Results depend on workflow complexity and deployment scope. Discussed in detail under NDA on your strategy call.
Business Challenge
Front-desk team missing inbound calls outside business hours, leading to lost bookings.
AI Solution
Voice AI agent for after-hours coverage: capture intent, qualify, book directly into the real calendar, escalate clinical or sensitive cases.
Workflows Automated
- •Inbound call answering
- •Intent capture and qualification
- •Calendar-aware booking
- •Clean handoff to staff
Tools Integrated
Results
Results depend on workflow complexity and deployment scope. Discussed in detail under NDA on your strategy call.