Get more out of Exact with Synergy AI

Do you work in Exact Synergy daily? Then you know exactly how much time is spent processing documents, requests, and other manual actions. Opening files, retyping information, reading through contracts, categorising emails, creating requests, linking to the correct account or project. These are the tasks your Synergy users spend a large part of their day on. That can be done much more efficiently. Not by making your people work harder, and not by implementing a new system. But by having an AI agent work directly within your Synergy environment.

What an AI agent in Synergy actually does

Select a few documents, requests, accounts, or projects. Open the chat. Give a command in clear language. That is the entire operation. The agent understands what you have selected, analyses the content, compares where necessary, and executes actions within your processes. No new interface to learn, no export-import, no data migration.

It all happens within Synergy, based on the data that is already there. Specifically, an AI agent in Synergy can: understand what you select — whether it concerns call reports, contracts, requests, or project documents.

Analyse and summarise — a stack of visit reports reduced to key points, a series of contracts compared for deviations.

Check and compare — test agreements against reality, flag deviations.

And execute actions in processes — create new requests, draft documents, schedule follow-ups. All from your chat.

Three steps, nothing more

The workflow for a Synergy user is deliberately kept simple: 1. Select your data in Synergy. Documents, requests, accounts, or projects - just as you normally would. 2. Choose the Synergy AI icon and select the assistant agent you want to deploy. Each for its own task. 3. Chat and give a command for actions. Type or speak what you need. The agent does the rest. No manual is needed. No training required. If you can use Synergy, you can operate the agent.

Practical use cases for Synergy users

• For account management. Select five visit reports of a major customer and ask: “What are the main open actions from these reports, and which ones are not yet in Synergy?” The agent summarises, identifies what has not yet been recorded as an action, and prepares the missing actions to be created.

• For contract management. Select a series of service contracts and ask: “Which contracts deviate from our standard terms and what are the main risk points?” The agent analyses, compares, and delivers an overview of deviations per contract, plus a draft email for legal affairs.

• For project managers. Select all documents around an ongoing project and ask: “Give me a status overview based on these documents and which decisions have not yet been recorded?” The agent reads, correlates, and delivers a project summary with open decisions.

• For back office and management. Speak: “Create a request for next week's meeting, base the agenda on unresolved action points from the previous meeting.” The agent generates the request, retrieves the open points, and prepares everything in Synergy.

• For finance. Select incoming email correspondence regarding invoices and ask: “Categorise these, link them to the correct projects, and draft reply concepts where necessary.” The agent categorises, matches, and writes drafts.

• For HR. Select incoming CVs and job descriptions, and ask: “Match these candidates with the job profile and perform an initial screening.” The agent does the pre-selection — the decision remains with HR.

The three roles of AI within Synergy

There is an elegant division of roles in how this works. You choose the data — because you know your customer, your project, and your context. The AI does the analysis — because that is what a language model is good at. Synergy executes it — because that is your administration system, that is where the registration belongs. That is also why this works where purely generic AI solutions fail. The AI is not an external tool you have to copy data to. The AI works right where your work takes place, with the permissions your user already has, in the system where the audit trail already belongs.

What this changes for your organisation

For directors and managers of organisations using Exact Synergy, the question is no longer “should we do something with AI?” — that answer is clear by now.

The question is: where within our use of Synergy lies the largest source of repetitive manual work, and which of those tasks would we want an agent to prepare? Our experience is that it is rarely a single big bottleneck.

It is much more often a sum of many small ones: the dozens of contracts that must be checked every month, the hundreds of emails that must be classified, the reports that must be summarised for the board.

Each task takes ten minutes in itself, together that is a full work week per month. That is where the profit lies.

Where to start

Choose one type of task that your team spends a lot of time on. Summarising visit reports. Comparing contracts. Categorising email correspondence.

One task, not ten. Let three people from that team work with the agent for two weeks and ask them: where did it help you and where did it not? What works, spreads naturally. What doesn't work, you'll hear soon enough. That is also why we do not offer this as a large transformation program, but as a tool you add to your existing Synergy environment. Do your people work in Synergy daily? Then there is probably more time tied up there than you suspect. And there is more time to be freed up than you think.