Use cases

Fifty workflows real teams run every week — across industries, departments, and complexity levels. Each one composes the same five resources: Sources, Objects, Skills, Workflows, Agents.

50 workflows · 14 featured as the recommended first builds

Showing 10 of 50Clear filters
#31L4 — HITLFeatured

Outbound sales proposals with approval

Draft proposals from call transcripts, CRM, and pricing rules. Route to AE for approval.

Industry
Services
Dept
Sales
Sources
Zoom, CRM, Pricing sheet
Output
Proposal draft with approval step
Review + auditCross-interface
planned
#32L4 — HITLFeatured

Refund request triage

Generate replies for refunds, require review when policy exceptions are detected.

Industry
E-commerce
Dept
Support
Sources
Ticket, Order system, Refund policy
Output
Reply draft or escalation
Review + audit
planned
#33L4 — HITLFeatured

Prior authorization packets

Create prior auth drafts from chart notes and payer rules; staff review before submission.

Industry
Healthcare
Dept
Revenue Cycle
Sources
EHR notes, Payer policy, Intake data
Output
Prior auth packet draft
Review + audit
planned
#34L4 — HITL

Employment offer letters

Draft offer letters from recruiter notes and comp bands; route to HR for signoff.

Industry
Recruiting
Dept
HR
Sources
ATS, Compensation table, Approval matrix
Output
Offer letter draft
Review + audit
planned
#35L4 — HITL

Compliance review summaries

Generate compliance summaries from policy exceptions and evidence; manager review in Slack.

Industry
Enterprise
Dept
Compliance
Sources
Policy docs, Control logs, Evidence files
Output
Compliance summary with approval
Review + auditCross-interface
planned
#36L4 — HITLFeatured

Claims determination letters

Draft claim letters from adjuster notes and policy language; supervisor review on edges.

Industry
Insurance
Dept
Claims
Sources
Claim file, Adjuster notes, Policy document
Output
Determination letter draft
Review + audit
planned
#37L4 — HITL

Vendor security assessments

Summarize questionnaires + evidence, route to security for approval.

Industry
SaaS
Dept
Security
Sources
Security questionnaire, Attachments, Policy docs
Output
Assessment summary
Review + audit
planned
#38L4 — HITL

Grant recommendation memos

Draft grant recommendations from applications and reviewer notes; committee approval.

Industry
Nonprofit
Dept
Programs
Sources
Application forms, Review notes
Output
Recommendation memo
Review + audit
planned
#39L4 — HITL

Offer comparison sheets

Generate real estate offer comparisons from listings, disclosures, and agent notes.

Industry
Real Estate
Dept
Brokerage
Sources
MLS data, Disclosure docs, Agent notes
Output
Offer comparison sheet
Review + audit
planned
#40L4 — HITLFeatured

Weekly executive reporting packets

Build exec packets from BI + departmental inputs; signoff before distribution.

Industry
Any
Dept
Executive Ops
Sources
Dashboard, Forms, Departmental notes
Output
Executive packet
Review + auditCross-interface
planned