The following scenarios show how teams in different industries use the AI Assistant to handle tasks that would otherwise require manual log review, repetitive configuration steps, or navigating multiple settings pages.

Healthcare: Investigating SFTP Transfer Failures

A healthcare operations team notices a carrier's daily claims files did not arrive. They ask: "What happened with the sync errors to the Meridian Health gateway over the weekend?" The assistant identifies all failures in a two-hour window on Sunday, traces them to an authentication failure on the carrier's SFTP endpoint, confirms all other carrier connections ran clean, and offers to list the files that need to be re-requested.

Financial Services: Tagging Incoming Loan Applications

A mortgage company receives XML loan applications that need Custom Metadata applied from their contents. They ask: "For each XML file in /Submissions/Mortgage/Inbound, read the file and apply Custom Metadata using the loan type, borrower ID, and application date fields inside it." The assistant processes every file in the folder in one operation.

An IT administrator preparing for a quarterly security review asks: "How many Share Links on my site are missing an expiration date? List them with the owner and when they were created." The assistant returns the full list grouped by user, ready to remediate.

Construction: Generating a Project Document Report

A project manager needs a record of all drawings submitted to a project folder this month. They ask: "Analyze all files uploaded to /Projects/Riverside-Tower/Submittals this month. Include upload history and output a PDF report into /Projects/Riverside-Tower/Reports." The report is saved to their account and linked in the chat.

Before sharing a matter folder with outside counsel, a legal team asks: "Who currently has access to the /Legal/Matters/Falcon-Acquisition folder, and when was each person's access last modified?" The assistant returns the full access list so they can remove anyone who should not have visibility before sharing.

Accounting: Reviewing Inactive User Accounts

A regional accounting firm runs an annual access review. Their administrator asks: "Which users have not logged in for the past 90 days? Group them by user type and include their last login date." The assistant returns the list organized by role. The administrator identifies former contractors and seasonal staff whose accounts were never deactivated and asks the assistant to disable them. Each change is confirmed before it runs and recorded in the audit log.

Insurance: Auditing Remote Server Connections and Encrypted Transfers

Before a quarterly audit, an insurance company's IT administrator asks: "Which Remote Server connections are configured to use GPG encryption, and when did each last transfer files successfully?" The assistant surfaces any connections that have not had a successful transfer recently so the team can investigate before the audit window opens.

IT Operations: Offboarding a Departing Employee

When an employee leaves, an IT administrator asks: "Show me all groups, folder permissions, and automations associated with j.rivera." The assistant returns the full access picture in one response. The administrator confirms each removal and the assistant applies the changes with a full audit trail.

Use Cases