Maestro user guide

Last updated Jun 25, 2025

Example scenarios

Maestro is applicable across horizontal lines of business and vertical specialized use-cases. The following images represent some examples of use-cases where organizations can benefit from Maestro.

Use cases	Agents think	Robots do	People lead
Finance and Procurement Procure-to-pay, Accounts payable, KYC and Customer due diligence	AI agents analyze invoices, detect compliance risks, and flag anomalies.	Robots enter invoice data, reconcile accounts, and handle routine approvals	Finance managers and compliance teams provide strategic oversight, making final judgment calls on exceptions.
Insurance and healthcare Claims processing, Pre-authorization, Multilingual claims validation	AI agents interpret claim data or medical records, recommend next steps, and highlight potential fraud.	Robots route documents, populate claim forms, and trigger standard approvals.	Adjusters and healthcare professionals review recommendations, ensuring ethical and policy-driven outcomes.
Manufacturing and supply chain Product lifecycle management, Predictive maintenance, Production line monitoring	AI agents forecast demand, spot machine performance issues, and suggest supply chain adjustments.	Robots update orders, track shipments, and schedule production tasks.	Supply chain managers evaluate the AI’s insights and guide major operational decisions.
Telecom and IT Service Network fault detection and resolution, Customer support, IT system provisioning	AI agents detect anomalies, predict capacity, and perform root-cause analysis.	Robots open tickets, provision new services, and handle repetitive back-office tasks.	IT teams oversee escalations, prioritize infrastructure investments, and ensure service-level agreements are met.
Public Sector and Compliance Document processing and services for citizens, Regulatory compliance auditing, Integrated government services	AI agents interpret regulations, flag non-compliance, and classify documents.	Robots handle form intake, perform ID checks, and route cases for review.	Government officials validate complex policy decisions, ensuring fairness and transparency.
HR and workforce management Employee onboarding, Recruitment screening, Performance management, resource scheduling	AI agents scan resumes, predict workforce gaps, and recommend development plans.	Robots generate offer letters, schedule interviews, and update HR systems.	HR managers shape the final hiring decisions, drive employee engagement, and ensure a positive workforce culture.

Purchase-to-pay example

Step	Role	Activity
Purchase requisition	Robot	Create purchase requisition by pulling data from previous orders, inventory levels, or other systems.
Purchase requisition	People	Review and approve purchase requisition.
Purchase order	Robot	Create purchase requisition by pulling data from previous orders, inventory levels, or other systems.
	People	Review and approve purchase requisition.
	Robot	Send purchase order to supplier.
Receive goods or services	Agent	Monitor delivery timelines and match shipments with POs.
	Agent	If a discrepancy is detected (such as a partial delivery), initiate follow-up with the supplier.
	People	Review discrepancies that can’t be solved by an agent.
Invoice processing	Agent	Perform 3-way matching and flag any discrepancies for review.
Invoice processing	People	Review and approve invoices flagged by the agent.
Payment and reconciliation	Agent	Schedule payment based on agreed vendor payment terms and cash flow.
	Robot	Process payment on time without manual delays.
	People	Review payment discrepancies.

Order-to-cash example

Step	Role	Activity
Customer onboarding	Robot	Set up customer in the system.
Customer onboarding	Agent	Perform credit check.
Order management	Robot	Receive customer orders and validate details.
	Agent	Perform credit check and order confirmation.
	People	Approve complex orders.
Order fulfilment	People	Prepare products or services for delivery, ship based on customer terms.
	Robot	Update inventory levels, trigger reorders, order status updates, returns.
	Agent	Manage backorders, handle customer inquiries.
Invoicing	Robot	Generate invoice for the customer.
	Robot	Send invoice to the customer.
	Agent	Ensure billing accuracy based on order details.
Payment collection	Robot	Receive payment from the customer.
	Robot	Record payments and reconcile accounts.
	Agent	Analyze revenue trends.
Accounts receivable	Robot	Generate reports, prepare statements.
	Agent	Handle disputes or payment delays, collect and analyze customer feedback.
	agent	Monitor outstanding invoices, analyze revenue trends.

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Purchase-to-pay example
Order-to-cash example

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