ChatGPT for Business: 10 Practical Use Case Examples

What can ChatGPT actually perform in business?

In many companies, ChatGPT is primarily used for writing texts, generating ideas, summarizing documents, or analyzing provided information. These are useful tasks that don't necessarily require integration with company systems.

However, another group of possibilities arises when ChatGPT can use actual business data. A properly connected AI agent can help answer questions that previously required opening several systems, filtering records, or exporting reports.

It's important to distinguish between two scenarios:

• ChatGPT without integrations can work with information provided by the user and general tasks.
• ChatGPT with integrations can use allowed company data sources and, if implemented, perform specific actions.

Below are ten realistic usage scenarios. These are examples, not specific client results.

1. Sales Comparison

Question to AI agent: "Compare this month's and last month's sales. In which product categories did we grow, and in which did we decrease?"

Normally, such a task might require exporting data and preparing a report. Having access to sales data, the AI agent can prepare a comparison and highlight the most significant changes.

Required integration: ERP, sales system, or online store.

Benefit: faster assessment of results without manual report preparation.

2. Identifying customers with decreasing purchases

Question to AI agent: "Show me customers whose purchases over the past three months decreased by more than 20%."

Such a question can help the sales team notice changed customer activity earlier. The integration can select customers according to agreed criteria and provide a list for further work.

Required integration: CRM and sales data.

Benefit: faster identification of customers requiring attention.

3. Searching for unpaid invoices

Question to AI agent: "Which invoices are more than 14 days overdue and what is their total amount?"

Instead of manual filtering in the accounting system, an employee can get a clear summary. If the integration allows, invoices can additionally be linked to customer contacts.

Required integration: accounting system.

Benefit: simpler payment control and faster debt review.

4. Checking order status

Question to AI agent: "What is the status of order No. 1248 and when is delivery scheduled?"

A customer service or sales employee doesn't need to look for the order in multiple systems. The AI agent can provide the current order status, delivery information, and other allowed data.

Required integration: ERP, order management system, or e-store.

Benefit: faster answers for customers.

5. Checking warehouse stock

Question to AI agent: "Which popular products have a balance of less than 10 units?"

The AI agent can help select items based on stock levels and sales activity if such data is available. This is useful for planning replenishment or evaluating needs for the coming days.

Required integration: warehouse and sales systems.

Benefit: faster identification of stock shortages.

6. Customer service based on actual data

Question to AI agent: "The customer is asking where their order is. Check the status and prepare a response."

The AI agent can find the order information and prepare a draft response. The employee reviews and sends it to the customer.

Required integration: order system and, if necessary, customer service platform.

Benefit: less manual information searching and faster response preparation.

7. Internal document search

Question to AI agent: "Find our latest product return policy and briefly explain the main rules."

In companies, important information is often stored in different folders or document platforms. A properly implemented document search can help find the needed document faster and provide an answer with a source link.

Required integration: document repository or search system.

Benefit: less time spent on document search.

8. Creating a task in CRM

Question to AI agent: "Create a task for Tom to contact Baltic Trade tomorrow regarding decreased orders."

If the integration supports writing actions, the AI agent can prepare or create a task in CRM. It is important to check if the specified employee and customer are identified correctly.

Required integration: CRM with task creation capability.

Benefit: less manual administration.

9. Daily manager summary

Question to AI agent: "Show yesterday's sales, new orders, and overdue payments."

A manager doesn't always need a detailed report. Sometimes a few key indicators are enough to understand the situation and decide what to focus on.

Required integration: sales, order, and accounting data sources.

Benefit: faster daily business overview.

10. Comparing data from multiple systems

Question to AI agent: "Which customers bought less this month, have unpaid invoices, and also have active orders waiting?"

This scenario particularly well demonstrates the value of custom AI integrations. An answer may require data from CRM, ERP, and accounting. Instead of three separate searches, the employee provides one question.

Required integration: several interconnected business systems.

Benefit: faster understanding of the broader business context.

Which scenarios work without integrations?

Without additional integrations, ChatGPT can:

• Prepare email drafts.
• Summarize uploaded documents.
• Analyze provided tables.
• Help structure tasks.
• Suggest improvements to texts and processes.

However, to access real-time order status, check warehouse stock, or create CRM tasks, proper access to the corresponding systems is needed.

How to start using ChatGPT with business systems?

It's first worth choosing one frequently recurring question. For example:

"Every morning I want to quickly know which customers have overdue invoices."

Then evaluate:

1. Where the necessary data is stored.
2. How it can be securely accessed.
3. Who will have the right to ask such questions.
4. How we will check the accuracy of answers.
5. Whether additional actions will be needed in the future.

One reliably working scenario is often a better start than trying to automate the entire company at once.

Summary

ChatGPT can be useful both for performing common work tasks and for working with actual company data.

The biggest difference arises when the AI agent not only helps prepare text but can also access information from systems that employees use daily.

Read more about implementing such solutions: AI integrations for business.