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 12 of 50Clear filters
#21L3 — Structured

Lead qualification + routing

Turn inbound leads into qualified opportunity briefs with routing recommendations.

Industry
SaaS
Dept
RevOps
Sources
Web form, CRM, Enrichment source
Output
Opportunity brief + routing decision
Typed plugins
planned
#22L3 — Structured

Implementation plans from SOWs

Generate implementation plans from signed SOWs, kickoff notes, and requirements.

Industry
Services
Dept
Delivery
Sources
Contract, Kickoff transcript, Requirements doc
Output
Implementation plan
Typed plugins
planned
#23L3 — StructuredFeatured

Feature request → PRD draft

Convert customer feature requests into product requirement drafts.

Industry
SaaS
Dept
Product
Sources
Support tickets, Sales feedback, Roadmap notes
Output
PRD draft
Typed plugins
planned
#24L3 — Structured

Contract redlines

Draft legal contract redlines from fallback rules and prior approved language.

Industry
Legal
Dept
Legal
Sources
Contract doc, Clause library, Policy rules
Output
Redline suggestions
Typed plugins
planned
#25L3 — Structured

Loan condition checklists

Generate mortgage loan condition checklists from applications and underwriting guidelines.

Industry
Fintech
Dept
Loan Ops
Sources
Application docs, Underwriting rules
Output
Condition checklist
Typed plugins
planned
#26L3 — Structured

Site inspection reports

Create inspection reports from field notes, photos, and checklist forms.

Industry
Construction
Dept
Field Ops
Sources
Mobile forms, Images, Project checklist
Output
Inspection report
Typed pluginsCross-interface
planned
#27L3 — Structured

Shipment exception resolutions

Draft resolutions from carrier events, order data, and support history.

Industry
E-commerce
Dept
Operations
Sources
OMS, Carrier feed, Support tickets
Output
Resolution draft
Typed plugins
planned
#28L3 — Structured

Clinician review packets

Turn lab results and prior notes into clinician review packets for specialty care.

Industry
Healthcare
Dept
Clinical Ops
Sources
Lab system, EHR notes
Output
Review packet
Typed plugins
planned
#29L3 — Structured

Store performance summaries

Generate performance summaries from POS, labor, and district manager notes.

Industry
Retail
Dept
Operations
Sources
POS, Scheduling tool, Notes
Output
Performance summary
Typed plugins
planned
#30L3 — Structured

Property management notices

Draft notices from maintenance tickets, lease data, and tenant history.

Industry
Real Estate
Dept
Property Ops
Sources
Ticketing, Lease system, Resident records
Output
Notice draft
Typed plugins
planned
#43L5 — OrchestrationFeatured

Underwriting recommendations

Generate recs from docs, external data, analyst notes, and policy rules; route exceptions.

Industry
Fintech
Dept
Underwriting
Sources
Uploaded docs, Credit data, Internal rules, Analyst notes
Output
Recommendation + exception queue
Typed pluginsMulti-step
planned
#49L5 — Orchestration

Supply chain exception workflows

Generate exception handling from ERP, shipment events, vendor messages, inventory thresholds.

Industry
Manufacturing
Dept
Supply Chain
Sources
ERP, Carrier feeds, Supplier emails, Inventory data
Output
Exception summary + action routing + exec alert
Typed pluginsMulti-step
planned