Anonymized Project Samples: Workflows, Actions, Assets, and Boundaries
A useful case is not a success myth. It shows what PeterAI examined, what changed, what assets remained, and which responsibilities still belonged to people.
Where the workflow was stuck, what changed, which assets remained, and which responsibilities still belong to people.
01
Lighting Hardware Manufacturer
Business context
Quoting, supply-chain alignment, and order follow-up relied on manual spreadsheets, trapping the owner and second-in-command in repeated confirmations.
Implementation
Mapped quote inputs, supply-chain actions, owners, and review standards, then planned decision-support and trade-coordination agents.
Assets retained
Quote SOPs, supply-chain coordination rules, and review fields for key-account development and competitor analysis.
Responsibility boundary
Key prices and major-account strategy remain under human review. Client identities and unsupported operating results are not disclosed.
02
Traditional Tax and Finance Services
Business context
The owner repeatedly answered policy, compliance, and credit-repair questions while service experience remained concentrated in individuals.
Implementation
Structured common questions, document checklists, risk prompts, and human escalation conditions into a vertical knowledge and Q&A workflow.
Assets retained
A policy explanation library, client-question taxonomy, human escalation rules, and documented service boundaries.
Responsibility boundary
Tax judgments and high-risk compliance conclusions must be reviewed by qualified professionals. AI does not assume professional responsibility.
03
Video and IP Content Team
Business context
Shooting and delivery depended on individual experience, making topic selection, brand judgment, and review difficult to replicate.
Implementation
Structured shooting SOPs, brand-planning logic, and content judgment standards into knowledge the team could call consistently.
Assets retained
Shooting templates, brand-positioning cards, topic-evaluation rules, and review samples.
Responsibility boundary
Creative judgment, client relationships, and final taste remain human responsibilities. AI assists generation, retrieval, and checking.