The work repeats.
Teams handle the same kinds of documents, updates, checks, routes, summaries, or decisions every week.
Use Cases
Use Optic where AI can help real work move faster.
Optic fits repeated workflows where teams still copy data, check documents, route updates, build reports by hand, or rely on people to connect systems that should already work together.
Where Optic fits
Start where teams need cleaner data flow, faster execution, AI support, and better visibility.
Optic is strongest when a workflow has enough repetition to automate, enough complexity to need context, and enough business value to deserve connected software, reporting, AI, and ongoing support.
Best-fit patterns
Good use cases usually share four traits.
The context is scattered.
The answer depends on information from systems, documents, spreadsheets, inboxes, or team knowledge.
People still need control.
Approvals, exceptions, sensitive cases, and uncertain outputs need a clear review path.
The outcome can be measured.
Usage, cycle time, exceptions, review volume, and completed work can be tracked after launch.
Common use cases
Start where manual work is repeated and AI can improve a measurable outcome.
Document-to-data workflows
Turn PDFs, forms, reports, quotes, invoices, and service notes into structured data teams, systems, reports, or AI workflows can use.
View Doc to DataCRM, ERP, and spreadsheet movement
Match records, prepare updates, and move workflow context between tools without relying on copy, paste, and follow-up.
View Connected SourcesQuote, intake, and service workflows
Build the workflow layer around requests, field notes, customer updates, service activity, approvals, AI support, and next steps.
View Workflow SoftwareDashboards and operational summaries
Create live dashboards, AI-assisted summaries, alerts, and updates from scattered activity so teams can see what changed and act faster.
View ExamplesUsage, outcomes, and KPIs
Track what moved, what changed, where review happened, which bottlenecks remain, and where AI or automation should improve next.
View ReportingWorkflow, AI, and automation maintenance
Keep workflows working as integrations, source systems, business rules, dashboards, prompts, and models change.
View Managed Support