AI agent use cases for every job in your business.
One agent, one responsibility. Find a use case, copy the starter prompt, and see which tools it runs on.
Latest additions
Qualify inbound leads in minutes
Lead qualification
Scores each new form lead against your ideal customer and sends a tailored first reply with one qualifying question.
Draft proposals from discovery call notes
Proposals
Turns a recorded discovery call into a structured proposal draft in Google Docs for you to price and finalize.
Clean up messy CRM records
CRM hygiene
Finds duplicates, fixes inconsistent formatting and flags contacts missing key fields, then queues changes for approval.
All use cases
42 shown
Qualify inbound leads in minutes
Lead qualification
Scores each new form lead against your ideal customer and sends a tailored first reply with one qualifying question.
Draft proposals from discovery call notes
Proposals
Turns a recorded discovery call into a structured proposal draft in Google Docs for you to price and finalize.
Clean up messy CRM records
CRM hygiene
Finds duplicates, fixes inconsistent formatting and flags contacts missing key fields, then queues changes for approval.
Follow up on stalled deals
Pipeline follow-up
Notices deals with no activity for a set number of days and drafts a short, specific check-in for the owner.
Text back every missed call
Lead follow-up
Sends an immediate text to anyone whose call goes unanswered, so the inquiry doesn't go to a competitor.
Prep a one-page brief before each sales call
Meeting prep
When a meeting is booked, compiles what you know about the prospect into a short brief posted to Slack.
Repurpose one article into a week of social posts
Content repurposing
Turns a blog post, video or newsletter into several platform-ready post drafts and image text for Canva.
Write SEO blog briefs your writers can use
SEO content
Produces a structured brief for each target topic: search intent, outline, questions to answer and internal links.
Summarize ad performance in plain English
Ad reporting
Pulls last week's ad numbers into a sheet and writes a short summary of what changed and what to look at.
Draft your monthly email newsletter
Email marketing
Assembles a newsletter draft from your recent updates, a useful tip and one clear call to action.
Turn customer reviews into approved testimonials
Social proof
Saves new positive reviews to a library with short pull-quotes, ready for your site once the customer agrees.
Refresh outdated blog posts
SEO content
Reviews older posts and suggests what to update, cut or expand, with a revised intro and outline.
Write SOPs from screen recordings
Process documentation
Record yourself doing a task once; the agent turns the transcript into a numbered standard operating procedure.
Turn meeting notes into assigned tasks
Task tracking
Transcribes meetings and creates tasks with owners and due dates in your task board.
Get alerts before inventory runs low
Inventory
Watches stock levels against reorder points and posts an alert with a draft reorder quantity.
Nudge owners on overdue tasks
Accountability
Each morning, messages task owners about anything past due and posts a short summary for the manager.
Get a weekly operations summary
Reporting
Compiles key numbers from your sheets and tools into a one-page Monday summary with notable changes.
Compare vendor quotes side by side
Purchasing
Extracts price, terms and inclusions from several supplier quotes into one comparison table.
Process vendor invoices from your inbox
Accounts payable
Reads emailed invoices, extracts vendor, amount and due date, and creates a draft bill for review.
Categorize expenses automatically
Bookkeeping
Suggests a category for each uncategorized transaction based on your chart of accounts, flagging unclear ones.
Get a weekly cash-flow summary
Cash flow
Posts cash in, cash out, upcoming bills and receivables to Slack every Monday in plain language.
Chase overdue invoices automatically
Collections
Sends polite, escalating payment reminders with a pay-now link, stopping as soon as the invoice is paid.
Match payouts to orders
Reconciliation
Matches each payment-processor payout to its orders and fees, and flags anything that doesn't add up.
Run a month-end close checklist
Month-end close
Creates the month-end task list on the last business day and reminds each owner until it's done.
Write clear job posts
Recruiting
Turns your rough notes about a role into a structured, inclusive job post ready for Indeed.
Screen resumes against your must-haves
Applicant screening
Summarizes each application against the requirements you set, so you decide who to interview faster.
Let candidates book their own interviews
Interview scheduling
Sends shortlisted candidates a booking link and reminders, so nobody plays email tag.
Run a new-hire onboarding checklist
Onboarding
Creates each new hire's checklist and sends day-by-day messages with forms, videos and first tasks.
Triage time-off requests
Time off
Checks each time-off request against team calendars and balances, then sends the manager a one-tap summary.
Answer employee handbook questions
Employee support
Answers staff questions about policies using only your handbook, and points to the exact section.
Triage support tickets
Ticket routing
Tags each new ticket by topic and urgency and routes it to the right person or queue.
Answer FAQs with a website chatbot
Self-service support
Answers repeat questions from your own help articles and hands off to a person when it's unsure.
Draft replies to every online review
Reputation
Drafts a personal reply to each new review; negative ones get a calm response with an offer to talk.
Check in with customers at risk of leaving
Retention
Spots customers whose usage or engagement dropped and drafts a personal check-in for the account owner.
Draft support replies from your help docs
Ticket responses
Suggests a reply for each ticket using your knowledge base, which the agent reviews and sends.
Collect feedback after every purchase
Feedback
Sends a short survey after delivery and alerts you to low scores so you can respond quickly.
Triage your inbox every morning
Email management
Labels incoming email by priority and drafts replies to routine messages for you to send.
Schedule meetings without the back-and-forth
Calendar
Shares booking links with buffers and limits so people book directly into time you've set aside.
Extract data from PDFs and forms
Data entry
Pulls fields out of uploaded documents and adds a row to a sheet, flagging anything it couldn't read.
Summarize contracts before you sign
Contract review
Highlights parties, term, renewal, payment, termination and unusual clauses so your review is faster.
Keep shared files named and organized
File management
Renames new uploads to a consistent pattern and files them into the right folder automatically.
Summarize long email threads
Email management
Condenses a long thread into the decision, open questions and who's waiting on whom.