Use case library

AI agents for every part of your business

Browse real-world use cases by category. Each one includes the tools involved, expected outcomes, and typical setup time.

25+Use cases
7Categories
1–4 wksTypical setup

Inbox & Admin

Tame your inbox and automate admin tasks

4 use cases

Cut inbox time by 60%

Email triage & draft replies

AI reads incoming emails, categorises by urgency and topic, and drafts contextual replies for your review.

GmailOutlookSlack

Zero scheduling clashes

Calendar scheduling & conflict resolution

Handles meeting requests, finds optimal times, and resolves conflicts without back-and-forth.

Google CalendarTeamsCalendly

10-minute morning briefing

Daily email/Slack summaries + action list

Generates a daily digest of key messages, decisions needed, and action items across your channels.

SlackGmailNotion

Auto-organised documents

Document filing & tagging

Automatically categorises and files incoming documents into the right folders with smart tagging.

Google DriveSharePoint

Sales & Client Support

Close deals faster with AI-powered support

4 use cases

30% more follow-ups sent on time

CRM hygiene & follow-up reminders

Monitors your CRM for stale deals, missing fields, and overdue follow-ups — then nudges your team.

HubSpotSalesforceSlack

50% faster client onboarding

Client onboarding workflow automation

Automates welcome emails, document collection, system access setup, and kickoff scheduling.

NotionSlackEmail

Focus on high-intent leads

Lead qualification & scoring

Scores inbound leads based on criteria you define and routes them to the right team member.

HubSpotTypeform

Proposals in minutes, not hours

Proposal/SoW drafting with approvals

Generates first drafts of proposals and statements of work, then routes for internal approval.

Google DocsSlack

Operations & Finance

Streamline ops and keep finances tight

4 use cases

4 hours saved per week

Automated report generation

Pulls data from multiple sources and generates formatted reports on a schedule you choose.

Google SheetsSlackBI tools

80% fewer overdue invoices

Invoice chasing & reconciliation prompts

Monitors outstanding invoices and sends polite follow-ups at intervals you define.

XeroQuickBooksEmail

Automated expense sorting

Expense categorisation

Reads expense receipts, categorises them, and flags anything that needs manual review.

XeroGoogle Sheets

Instant ticket routing

Ticket/issue creation and routing

Creates support or dev tickets from messages and routes them to the right team based on content.

JiraGitHubSlack

Marketing Ops

Scale content and campaign management

4 use cases

3x content output

Content repurposing pipeline

Takes a blog post or video and creates social posts, email snippets, and newsletter sections.

CMSBufferNotion

Real-time brand monitoring

Social media monitoring & alerts

Monitors mentions across platforms and alerts your team to anything that needs a response.

TwitterLinkedInSlack

Weekly performance at a glance

Campaign performance summaries

Pulls campaign data from ad platforms and generates plain-English performance summaries.

Google AdsMetaSlack

On-brand content every time

Brand compliance checks

Reviews content drafts against your brand guidelines and flags inconsistencies before publish.

Google DocsNotion

Reporting

Automated reports and dashboards

3 use cases

Exec-ready weekly report

Weekly leadership briefing rollups

Aggregates data across departments into a single leadership briefing with key metrics and actions.

Google SheetsSlackEmail

Real-time project visibility

Project status dashboards

Pulls status from project tools and creates live dashboards with risk flags and progress tracking.

AsanaMondayNotion

NPS insights on autopilot

Customer satisfaction tracking

Collects and analyses feedback scores, highlights trends, and flags accounts that need attention.

TypeformIntercomSlack

Knowledge

Unlock your company's internal knowledge

3 use cases

Instant answers for your team

Knowledge base Q&A for policies/process

An internal agent that answers questions about company policies, processes, and procedures using your docs.

NotionGoogle DriveSlack

Self-service internal queries

Internal 'ask the business' assistant

Employees ask questions in plain English and get answers sourced from internal documentation.

SlackSharePoint

Faster new hire ramp-up

New starter onboarding guide

Guides new starters through onboarding steps, answers common questions, and tracks completion.

NotionSlackEmail

Integrations

Connect your tools into smart workflows

3 use cases

Connected tools, automated flows

Multi-tool workflow orchestration

Chains actions across multiple tools — when X happens in Tool A, do Y in Tool B and notify in Tool C.

ZapierMakeSlack
2–4 weeksTalk through this

Clean, consistent data

Data sync & deduplication

Keeps data in sync across systems and identifies/merges duplicate records automatically.

CRMAccountingGoogle Sheets

Old tools, new intelligence

Legacy system bridge

Connects AI agents to older systems via APIs or structured exports so nothing gets left behind.

Custom APIsCSV exports
3–4 weeksTalk through this
No pitch. Just answers.

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