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 5 of 50Clear filters
#01L1 — DraftingFeatured

Sales proposal decks from Zoom calls

Use meeting transcripts + CRM notes to draft proposal decks for a development agency.

Industry
Services
Dept
Sales
Sources
Zoom transcript, CRM notes
Output
Proposal deck draft
planned
#02L1 — Drafting

Follow-up emails from discovery notes

Draft follow-up emails from discovery call notes for a consulting firm.

Industry
Consulting
Dept
Sales
Sources
Meeting notes, CRM record
Output
Follow-up email
spec
#09L1 — Drafting

Real estate listing follow-ups

Turn property-showing notes into listing follow-up emails.

Industry
Real Estate
Dept
Sales
Sources
Agent notes
Output
Follow-up email
planned
#11L2 — Synthesis

Weekly pipeline summaries

Draft weekly pipeline summaries from CRM, call notes, and Slack updates.

Industry
B2B
Dept
Sales
Sources
CRM, Meeting notes, Slack
Output
Weekly pipeline summary
Review + audit
planned
#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