Processes

information from conversation

Any organizational process can be set for YI tracking.
Check some of the most common examples below.

With a high turn-over, sales director Laura was tired of repeating training on the lead-gen process.

Now YI automatically creates structured cards for every new prospect and chase missing info — so Laura can focus on improving her team’s best practices.

Bart, the Office Manager, is super-efficient but he’s in charge for too many things and had to find a solution!

He applied YI to the Travel channel to speed up an otherwise time consuming process. And he can now keep an eye, chiming in only for exceptions.

Emma is Procurement Manager at a retail company. She keeps suppliers aligned with delivery schedules and negotiates conditions without losing critical contract details.

YI helps Emma capture delivery changes so she can negotiate smarter and keep suppliers accountable.

Greg is Client Manager Lead at a digital agency. He oversees key accounts with his team member Finn and ensures work stays on track — without letting clients derail timelines or sneak in unplanned extras.

They’re now chatting with Pam, one of their most demanding customers!

David is Head of HR at a manufacturing company. He makes sure corporate policies are clear, up to date, and consistently applied across all teams.

He’s now asking their HR associate Rachel to help with updating an old policy. No need to train her on low level details.

Anita, the Financial Controller, is transitioning out. Luis has been promoted and is taking over.

Luis is now learning the reporting process so expenses, budget, and forecast reports stay accurate after Anita departs.

Carlos is the new Risk Manager at a logistics company. He monitors potential issues that could disrupt operations, from supplier instability to geopolitical shifts.

Carlos created a comprehensive workflow to make sure the entire Supply Chain team gains full visibility and receive actionable information.

Julia is Corporate Secretary. She ensures board members receive accurate agendas, minutes, and action items before and after every meeting.

She adopted YI to coordinate with directors and keep every board meeting on schedule.

Amir is Regulatory Affairs Manager at a pharmaceutical company. He makes sure every product meets health authority standards and that filings are never missed.

He set up a clear workflow to keep nothing slipping through the cracks. YI watches his chats and prompts him for any missing details.

Elena is Data Protection Officer in a fintech startup. She ensures GDPR requirements are applied and that customer data remains secure.

She configured YI to post in the group chat immediately, requesting any additional information required by law whenever an incident occurs.

Maya is Internal Auditor at a global logistics group. She validates that internal controls are followed and risks are properly managed.

Maya set up an audit flow in YI so that chat notes become structured data. Also, when YI spots exceptions it reaches out autonomously, leaving her to just review and sign off.

Hannah is Ethics & Compliance Officer at a multinational. She monitors employee conduct and ensures the company’s code of ethics is respected everywhere it operates.

Hannah set up a YI process that collects all the essential details and nothing extra.