Start with a job the team can describe without a diagram.

The best first role is usually narrow, repeated, and easy for the people doing the work to judge. EmployAI gives that role the right company material and a clear boundary.

These are starting points, not fixed templates. The brief should match how your organisation already works.

Each role has an input, a useful output, and a named point of review.

01

Operations

Operations coordinator

Prepare recurring updates, collect missing information, and keep handoffs moving between teams.

Works from
Process notes, trackers, supplier records, meeting notes
Prepares
A prepared update with open items and owners
Human oversight
A lead reviews external actions and exceptions
02

Risk and compliance

Compliance reviewer

Organise evidence, compare material with policy, and prepare items that need a formal decision.

Works from
Policies, case files, audit requests, evidence folders
Prepares
A review pack with gaps and questions marked
Human oversight
A qualified reviewer owns the final decision
03

Customer operations

Customer support assistant

Prepare replies from approved information, summarise case history, and route unusual requests.

Works from
Help content, service history, policies, account notes
Prepares
A response draft and a clear escalation path
Human oversight
Sensitive cases wait for an authorised person
04

Finance

Finance operations assistant

Prepare checks, collect supporting records, and draft internal summaries for routine finance work.

Works from
Invoices, procedures, reconciliations, exception notes
Prepares
A prepared review with source references
Human oversight
Approvals and payments remain with finance staff
05

People

People operations assistant

Answer policy questions, prepare onboarding material, and organise recurring employee administration.

Works from
Handbooks, forms, role guides, onboarding plans
Prepares
A policy based answer or prepared administration pack
Human oversight
Personal and employment decisions stay with people teams
06

Learning

Training coordinator

Organise course information, prepare reminders, and keep training records easier to review.

Works from
Course material, attendance records, training policy
Prepares
A clear learner update or training status summary
Human oversight
Programme owners approve changes and exceptions
07

IT services

IT service assistant

Triage requests, find the right internal guidance, and prepare the next step for common service issues.

Works from
Service guides, device policy, ticket history, access rules
Prepares
A prepared resolution or a routed service request
Human oversight
Access and security changes require authorised approval
08

Education

Student services assistant

Support routine learner enquiries and prepare administration work from approved course information.

Works from
Course guides, calendars, learner records, service policy
Prepares
A useful answer with the correct next contact
Human oversight
Academic and welfare decisions remain with staff
Give the system the repeated work. Keep unusual cases, sensitive decisions, and final responsibility with the team.

A clear route from company knowledge to reviewed work.

Each stage has a purpose. Nothing important needs to disappear behind the chat window.

01
Context is ready

Bring the right material together

Connect the policies, folders, notes, websites, or cloud sources the work depends on.

02
Boundaries are clear

Set a clear brief

Describe the job, choose an available model, and decide what the system may do without asking.

03
Work is traceable

Run the work in one session

The request, company context, model choice, and progress stay together while the work is being done.

04
People make the call

Review the important parts

A person can check the draft, approve an action, correct the result, or send the work back with a note.

05
The next task starts better

Keep what proved useful

The team can return to the session, reuse the useful context, and carry corrections into the next request.

Bring us one job description and the material behind it.

We can turn that into a focused EmployAI workflow with clear sources, permissions, and review points.