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
#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
#03L1 — DraftingFeatured

Support reply drafts from tickets

Turn inbound support tickets into draft responses for a SaaS company.

Industry
SaaS
Dept
Support
Sources
Help desk ticket
Output
Support reply draft
planned
#04L1 — Drafting

Product insight summaries from interviews

Convert customer interview transcripts into product insight memos.

Industry
Software
Dept
Product
Sources
Interview transcript
Output
Insight memo
planned
#05L1 — Drafting

Job descriptions from intake notes

Draft JDs from hiring-manager intake notes for a recruiting team.

Industry
Recruiting
Dept
HR
Sources
Intake form, Meeting notes
Output
Job description
planned
#06L1 — Drafting

SOAP notes from visit transcripts

Turn call recordings into SOAP note drafts for a healthcare clinic.

Industry
Healthcare
Dept
Clinical Ops
Sources
Visit transcript
Output
SOAP note draft
planned
#07L1 — Drafting

Case summary memos from intake

Generate case summary memos from client intake calls for a law firm.

Industry
Legal
Dept
Legal Ops
Sources
Client intake notes
Output
Case summary
planned
#08L1 — Drafting

Donor follow-up emails

Draft donor follow-ups from fundraiser call notes for a nonprofit.

Industry
Nonprofit
Dept
Development
Sources
Call notes, Donor CRM
Output
Donor email draft
planned
#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
#10L1 — Drafting

Internal meeting recap posts

Create recap posts from internal team calls for an agency.

Industry
Agency
Dept
Operations
Sources
Meeting transcript
Output
Internal recap post
planned