Use cases

Jobs real teams do every week — across industries, departments, and complexity levels. Each one is staffed from the same five resources: Sources, Objects, Skills, Workflows, Agents.

50 roles · 14 featured as the recommended first hires

Every role starts left and earns its way right — the same review, evals, and record at every level.✦ click a level to browse

Showing 4 of 50

#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
#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
#41L5 — OrchestrationFeatured

RFP response workflow

Turn RFPs into draft responses, assign owners, collect approvals, generate final package.

Industry
Services
Dept
Sales/Delivery
Sources
RFP files, Knowledge base, Resumes, Case studies
Output
Draft response + owner tasks + final package
Multi-stepReview + audit
planned
#45L5 — OrchestrationFeatured

Client intake → SOW

Convert intake into project scoping, risk flags, team recs, and first-draft SOW.

Industry
Services
Dept
Sales/Delivery
Sources
Discovery call, CRM, Templates, Staffing data
Output
Scope package + SOW draft
Multi-stepCross-interface
planned