Kim Use Cases

Kim automates the essential but repetitive tasks that every team needs to handle — without adding complexity, new systems, new training, or new risks.

Kim’s flexibility and repeatable no-code configuration model means she can adapt to virtually any department, workflow, or industry.

The functions and examples below are indicative and not exhaustive. What do you want to automate?

• Audit Request Form (Checklist automation)
• Internal Controls Confirmation (Data capture form)
• Compliance Self-Assessment (Workflow checklist)
• Asset Verification Form (Mobile-friendly data collection)
• Supplier On-boarding Package (Multi-step approval workflow)
• Supplier Details Confirmation (Data capture + verification)
• Supplier Performance Feedback Survey (Feedback form)
• Regulatory Attestations (Automated evidence collection)
• Invoice Dispute Resolution Workflow (Action-triggered form)
• Auto-generation of Financial Certification Letters (Document automation)

• New Vendor Request Form (Form and approval workflow)
• Procurement Policy Acknowledgement (Checklist with sign-off)
• Third-Party Risk Assessment (Self-assessment forms)
• Supplier Financial Health Checklists (Pre-qualification data capture)
• Contract Drafting Automation (Populate draft contracts)
• RFP Submission Confirmation Process (Checklist + DocGen)
• Vendor Offboarding Request Form (Workflow with steps)
• Sustainability/ESG Data Collection (Periodic reporting automation)
• Supplier Renewal Review Forms (Automated survey + dashboard)
• Non-PO Invoice Request Form (Structured intake)

• New Hire Onboarding Checklist (Task automation)
• Employee Data Update Form (Self-service secure form)
• Remote Work Policy Acknowledgement (Checklist and DocGen)
• Training Completion Confirmations (eSignature form)
• HR Case Management Intake (Customizable case intake forms)
• Offboarding Exit Checklists (Data capture and approvals)
• Benefits Enrolment Confirmation (Multi-step form)
• Policy Update Notifications (Acknowledgement workflow)
• Employee Satisfaction Surveys (Anonymous feedback form)
• Reference Check Document Automation (Letters generation)

• Self-service Document Generation (NDA, contracts, checklists …)
• Contract Review and Approval Checklist (Multi-party approval flow)
• Outside Counsel Management (Managing requests to appoint outside counsel)
• Matter Intake Forms (Legal service requests)
• Employment Agreement Generation (Offer letter automation)
• Third-Party Due Diligence Forms (Compliance workflow)
• IP Infringement Notification Management (Workflow automation)
• Service Agreement Amendment Forms (Change request forms)
• Attestations (Compliance with internal/external requirements)
• Template Management (Creating first draft documents)

• Regulatory Reporting Data Capture (Secure form intake)
• Compliance Policy Attestation Forms (Checklist + DocGen)
• Privacy Impact Assessment (PIA) Forms (Pseudonymized intake)
• Data Subject Request Handling (DSAR) (Automated workflow)
• Annual Compliance Certification Tracking (Task automation)
• Anti-Bribery and Corruption Survey Forms (Self-assessments)
• ISO 27001 Control Confirmation Checklists (Evidence collection)
• Whistleblower Report Intake Forms (Anonymous form capture)
• Third-Party Compliance Risk Assessments (Survey and workflow)
• Compliance Training Completion Tracking (Recordkeeping)

• New Lead Intake Forms (Quick capture from events, sites)
• Opportunity Qualification Checklists (Driving consistency and reporting)
• Proposal Generation Automation (Auto-fill templates)
• Sales Contract Request Forms (Self-service contract workflow)
• Client Reference Request Automation (Approval and tracking)
• Order Form Creation (Document automation)
• Quote Review and Approval Workflow (Sales ops checklist)
• Renewal Opportunity Surveys (Data-driven renewal automation)
• Customer Success Handover Forms (Structured form handoff)
• Demo Request Management Workflow (Lead capture and routing)

• Access Request Forms (Secure, auditable intake)
• Hardware or Software Request Approvals (Checklist and routing)
• Security Incident Intake Forms (Breach or near-miss reporting)
• Data Access Self-Assessment (End-user compliance checklists)
• Application User Deletion Requests (Form to workflow automation)
• Phishing Incident Reporting (Quick-action forms)
• Patch Deployment Tracking Checklists (IT Ops tracking)
• Vendor Security Review Automation (Security checklist)
• ISO 27001 Policy Acknowledgements (DocGen for compliance)
• Security Training Certification Management (Recordkeeping)

✔️ Any department, any industry
✔️ No coding, no complex IT projects
✔️ Secure, scalable, and enterprise-ready
✔️ End users interact naturally — no extra tools needed
✔️ Accurate data capture – no rekeying

If you can describe the process — Kim can probably automate it.