Use Case Library

We all need a bit of inspiration sometimes. Here is a selection of the most popular use cases from the first 1000 people who took our courses.

Module
Build with
Difficulty
HR / People

Application screening

Review incoming applications, filter by criteria, produce a short profile

Project Skill Workflow Module 1 · medium · daily
HR / People

Onboarding checklist

Guide new joiners through onboarding steps, create accounts, provide information

Agent Skill Workflow Module 3 · hard · monthly
HR / People

Process leave requests

Take the request, check the calendar, obtain approval, update the system

Agent Skill Workflow Module 3 · hard · weekly
HR / People

Write job adverts

Turn a requirements profile into an advert for different channels

Prompt Project Module 1 · easy · monthly
HR / People

HR FAQ bot

Answer recurring questions on leave, benefits and policies

Project Module 1 · easy · daily
HR / People

Prepare appraisal meetings

Pull together feedback data, objectives and performance information

Project Agent Module 2 · medium · quarterly
HR / People

Chase time tracking

Identify missing time entries and send reminders

Agent Skill Workflow Module 3 · medium · weekly
Finance / Accounting

Invoice checking

Match incoming invoices against orders and contracts, flag discrepancies

Project Agent Skill Workflow Module 1 · medium · daily
Finance / Accounting

Travel expense claims

Capture receipts, categorise them, fill in the claim form

Prompt Project Module 1 · easy · weekly
Finance / Accounting

Dunning

Identify open items, send payment reminders, steer escalation

Agent Skill Workflow Module 3 · hard · weekly
Finance / Accounting

Month-end checklist

Track the month-end steps, assign ownership, monitor status

Agent Skill Workflow Module 3 · medium · monthly
Finance / Accounting

Budget reporting

Merge actuals from several sources, produce variance reports

Agent Skill Code Workflow Module 3 · hard · monthly
Finance / Accounting

Contract management

Watch contract terms, flag notice periods, trigger renewals

Agent Skill Workflow Module 2 · medium · weekly
Sales

Lead research

Gather information on companies and contacts (website, LinkedIn, news)

Project Agent Module 2 · easy · daily
Sales

Draft proposals

Turn meeting notes and requirements into a structured proposal

Project Skill Module 1 · medium · weekly
Sales

CRM upkeep

Transfer meeting notes, emails and activities into the CRM

Agent Skill Workflow Module 3 · medium · daily
Sales

Follow-up reminders

Create follow-up emails or tasks after defined intervals

Agent Skill Workflow Module 2 · easy · daily
Sales

Competitive analysis

Collect and prepare market and competitor information

Project Agent Module 2 · medium · monthly
Sales

Meeting preparation

Summarise customer history, recent interactions and open points

Agent Skill Workflow Module 2 · medium · daily
Sales

Pipeline reporting

Aggregate deal status from the CRM, build forecast tables

Agent Skill Code Workflow Module 3 · hard · weekly
Marketing

Write social media posts

Turn topics and briefings into posts for different channels

Prompt Project Module 1 · easy · daily
Marketing

Put together the newsletter

Curate content, write the copy, fill the template

Project Skill Module 1 · medium · weekly
Marketing

Produce SEO content

Keyword research, outline and copy for blog or website

Project Agent Module 2 · medium · weekly
Marketing

Campaign reporting

Merge data from several channels, calculate KPIs

Agent Skill Code Workflow Module 3 · hard · weekly
Marketing

Competitor monitoring

Watch competitors' websites, social media and news, report changes

Agent Skill Workflow Module 2 · medium · daily
Marketing

Event management

Send invitations, track sign-ups, automate reminders

Agent Skill Workflow Module 3 · hard · monthly
Operations / Production

Purchasing process

Capture the requirement, ask suppliers, raise the order

Agent Skill Workflow Module 3 · hard · daily
Operations / Production

Document quality checks

Record inspection results, report deviations, track corrective actions

Agent Skill Module 3 · medium · daily
Operations / Production

Maintenance planning

Watch maintenance intervals, schedule dates, assign technicians

Agent Skill Workflow Module 3 · hard · weekly
Operations / Production

Stock monitoring

Check stock levels, trigger reorders, report shortages

Agent Skill Workflow Module 2 · medium · daily
Operations / Production

Shift planning

Ask for availability, build the plan, communicate changes

Agent Skill Code Workflow Module 3 · hard · weekly
Operations / Production

Supplier communication

Chase status, track delivery dates, raise complaints

Agent Skill Workflow Module 2 · medium · daily
Legal / Compliance

Contract analysis

Check contracts for clauses, risks and deviations from the standard

Prompt Project Skill Module 1 · medium · weekly
Legal / Compliance

Regulatory monitoring

Watch new laws, standards and guidelines and assess their relevance

Agent Skill Workflow Module 2 · medium · weekly
Legal / Compliance

Handle data protection requests

Take GDPR access requests, assemble the data, prepare the answer

Agent Skill Workflow Module 3 · hard · monthly
Legal / Compliance

Compliance checklists

Run and document recurring checks (anti-money laundering, export control and the like)

Agent Skill Workflow Module 3 · medium · monthly
Legal / Compliance

Draft NDAs and contracts

Generate standard contracts from templates and parameters

Project Skill Module 1 · easy · weekly
Support / Customer service

Ticket classification

Categorise incoming requests, prioritise them, route them to the right team

Agent Skill Workflow Module 2 · medium · daily
Support / Customer service

FAQ and knowledge base

Answer common customer questions, point to the documentation

Project Module 1 · easy · daily
Support / Customer service

Analyse customer feedback

Analyse and summarise ratings, NPS scores and free-text feedback

Project Code Workflow Module 1 · medium · weekly
Support / Customer service

Escalation management

Spot SLA breaches, trigger escalation, inform stakeholders

Agent Skill Workflow Module 3 · hard · daily
Support / Customer service

Handle complaints

Record the complaint, check the facts, draft the reply

Agent Skill Workflow Module 2 · medium · daily
Support / Customer service

Customer onboarding

Welcome emails, set up access, send introductory material

Agent Skill Workflow Module 3 · medium · weekly
Leadership / Management

Management reporting

Merge KPIs from several systems, prepare the dashboard data

Agent Skill Code Workflow Module 3 · hard · weekly
Leadership / Management

Meeting minutes

Summarise transcripts, extract action items, hand out the tasks

Prompt Project Skill Workflow Module 1 · easy · daily
Leadership / Management

Strategic research

Research market trends, industry developments and technologies, and write them up

Project Agent Module 2 · medium · weekly
Leadership / Management

Decision papers

Lay out data and arguments for a decision in a structured way

Prompt Project Module 1 · medium · monthly
Leadership / Management

Draft internal communication

Write internal announcements, updates and presentations

Prompt Project Module 1 · easy · weekly
IT / Administration

Access management

Create user accounts, set permissions, run offboarding

Agent Skill Workflow Module 3 · hard · weekly
IT / Administration

Incident management

Record incidents, categorise them, attempt a first fix

Agent Skill Workflow Module 2 · medium · daily
IT / Administration

Software documentation

Document code, APIs or systems and keep the documentation current

Agent Cowork Code Module 3 · medium · weekly
IT / Administration

Log analysis

Check system logs for anomalies, raise alerts

Agent Cowork Code Workflow Module 3 · hard · daily
IT / Administration

Change management

Record change requests, steer the approval workflow, track delivery

Agent Skill Workflow Module 3 · hard · weekly
Across the business

Draft emails

Turn bullet points or context into an email draft

Prompt Project Module 1 · easy · daily
Across the business

Summarise documents

Cut long documents, reports or minutes down to what matters

Prompt Project Module 1 · easy · daily
Across the business

Reshape tables

Convert data between formats, clean it up, enrich it

Prompt Cowork Code Module 1 · easy · weekly
Across the business

Translation

Translate texts, emails or documents

Prompt Project Module 1 · easy · daily
Across the business

Compare documents

Compare two versions of a document, highlight the differences

Prompt Cowork Module 1 · easy · weekly
Across the business

Knowledge management

Make the internal knowledge base searchable, answer questions on internal docs

Project Agent Cowork Module 2 · medium · daily
Across the business

Coaching and sparring

Play through scenarios, get feedback on texts and ideas, prepare for conversations

Prompt Project Module 1 · easy · weekly
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