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Transforming finance with agentic AI at scale

Scale — How Vale uses agentic AI to transform finance and tax workflows. To change this, the Finance Data Office team adopted the Databricks Data + AI Platform and Agent Bricks to build governed AI assistants. CUSTOMER STORY Transforming finance with agentic AI at scale 5 Days to get a first version-ready of AI agents (down from experimentation with limited results) ~100 Finance and tax users supported by AI assistants 430+ Insurance policies and 10,000+ tax laws analyzed by agents Vale, one of the world’s largest mining companies, operates across nineteen countries and employs more than 60,000 people.

Agent or tool
Claude
Topic
Sales & Marketing
Reported on
Case study (Databricks)
Added
2026-11-11

Why it matters

Sales and marketing run on research, lists and follow-ups. Agents are starting to take on that groundwork, freeing people for the conversations that actually close deals. It is one of 613 sightings filed under Sales & Marketing on Agent Sightings (number 106 by interest), and one of 213 involving Claude.

How you could try it

Here is a reusable prompt, written by us in our own words, that captures the task. Paste it into Claude or any similar agent and adjust the details to your situation.

I want an agent to do the research and drafting for this sales or marketing workflow, and stop for my approval before anything is sent. The tool in the source case was Claude.

Saved

Tip: Start small: run it once on a low-stakes example, read what the agent did, and only then let it run on real work.

Source

Read the original first-hand account on Case study (Databricks): https://databricks.com/customers/vale/agent-bricks. Our summary is a paraphrase; details are in the source.

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