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Agentic AI · Case studyThe executive assistant: talk to your company's data the way you talk to people
An AI agent available on Microsoft Teams answers board questions about finance, sales and operations in seconds. It prepares the pre-meeting brief, explains the “why”, and on your instruction triggers actions — with full control and an audit trail.
Monday, 7:58 am
The board meets in two hours. You already know everything.
Instead of asking the team to “quickly pull the numbers” and waiting until Wednesday, you ask the question on Teams — from your laptop, or your phone on the way to the meeting.
The assistant understands the question, reaches into SAP, the data warehouse and operational systems, and answers like your best analyst: with the number, the context and a recommendation. This isn't a vision — it's a deployment our clients use every day.
What it can do
One assistant. The whole company within a question's reach.
Answers in seconds
P&L, cash flow, margins, DSO, sales vs plan — no waiting for a report, no “almost current” version.
The pre-meeting brief
Numbers, trends and items for decision — ready in the board channel an hour before the meeting.
The “why” drill-down
From the number to the cause: which market, which client, which SKU. No dashboard spelunking.
Alerts before problems grow
Watches your KPIs and speaks up when something drifts off course — diagnosis included.
From words to action
On your OK it triggers UiPath robots: a report, dunning, an order block. You decide — it executes.
Speaks your language
In Polish, English and German. On laptop, tablet and phone — wherever Teams is.
How it works
Agents think. Robots do. You lead.
You ask on Teams
In plain language, like you'd ask a person. No forms, no SQL, no training.
The agent understands and checks permissions
It interprets the intent and sees only the data that person is entitled to.
It reaches the data and orchestrates robots
SAP, the data warehouse, BI, operational systems — with UiPath robots handling the routine work.
It answers — and acts only with your approval
Every answer and action leaves a full audit trail. Human-in-the-loop isn't an option — it's the rule.
Security and control
Secure by design, not by declaration
The board gets speed — security gets control. The solution runs within UiPath agentic orchestration: with guardrails, observability and human oversight.
- Role-based access — everyone sees only their data
- Data stays inside your environment
- A full audit trail of every answer and action
- Actions require human approval
- Aligned with IT and compliance policies
Impact
What the board gains
Indicative values from pilot deployments; they depend on data scope and configuration.
Want an assistant like this for your board?
We'll show it live on realistic demo data — 30 minutes, no strings attached.
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