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
#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
#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
#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