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
#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
#12L2 — Synthesis

Account health briefs

Generate account health briefs from tickets, NPS, and usage analytics.

Industry
SaaS
Dept
Customer Success
Sources
Ticketing, Survey tool, Product analytics
Output
Account health brief
Review + audit
planned
#13L2 — SynthesisFeatured

Candidate interview summaries

Build interview summaries from recruiter notes, scorecards, and resumes.

Industry
Recruiting
Dept
Talent
Sources
ATS, Scorecards, Resume
Output
Candidate summary
Review + audit
planned
#14L2 — Synthesis

Board update memos

Draft board updates from financial metrics, product notes, and team updates.

Industry
Startup
Dept
Executive
Sources
BI dashboard, Product docs, Team notes
Output
Board memo
Review + audit
planned
#15L2 — Synthesis

Investor update emails

Generate investor update emails from KPI dashboards and founder notes.

Industry
Startup
Dept
Founder/Finance
Sources
Metrics dashboard, Founder notes
Output
Investor update
Review + audit
planned
#16L2 — Synthesis

Incident communication drafts

Turn bug tickets and incident notes into customer-safe incident summaries.

Industry
Software
Dept
Support/Engineering
Sources
Jira, Incident notes, Status updates
Output
Incident communication draft
Review + audit
planned
#17L2 — Synthesis

Underwriting summaries

Draft underwriting summaries from borrower docs and analyst notes.

Industry
Fintech
Dept
Underwriting
Sources
Application docs, Analyst notes
Output
Underwriting summary
Review + audit
planned
#18L2 — Synthesis

Policy renewal summaries

Create renewal summaries from account notes, claims history, and policy docs.

Industry
Insurance
Dept
Account Management
Sources
CRM, Claims system, Policy files
Output
Renewal summary
Review + audit
planned
#19L2 — Synthesis

Treatment plan summaries

Generate treatment summaries from intake forms, assessments, and clinician notes.

Industry
Healthcare
Dept
Care Team
Sources
Intake forms, Assessment tools, Notes
Output
Treatment summary draft
Review + audit
planned
#20L2 — Synthesis

Vendor review summaries

Draft vendor review memos from procurement forms, contracts, and stakeholder comments.

Industry
Enterprise
Dept
Procurement
Sources
Intake forms, Contracts, Comments
Output
Vendor review memo
Review + audit
planned