Email and follow-up
Routine reply drafts
A new Gmail or Outlook message starts the job. The employee reads the thread, uses connected customer context, and prepares the reply for approval.
Daily inbox brief
At a chosen time, the employee groups new messages by what needs a decision, reply, follow-up, or calendar action.
Meeting follow-up
After a Zoom meeting, the employee uses the transcript and write-up to prepare the next piece of work.
Missing-item reminder
The employee checks a client list or project record and prepares a clear reminder for the missing items.
Meetings
One-on-one AI meeting
The AI employee joins with video or audio and takes part throughout the conversation.
Group meeting resource
The employee joins a group Zoom and answers when someone calls on it by name.
Listen-only notes
The employee joins quietly, then saves the available transcript and meeting write-up.
Meeting brief
Calendar details and Meeting Specific Instructions give the employee useful context before it joins.
Operations
Weekly open-items review
A schedule starts the job. The employee reads the selected CRM or project view and groups open work by owner and next step.
Customer handoff
After approved intake, the employee prepares the folder, task list, CRM updates, and welcome message.
Company knowledge answer
The owner asks a question and the employee uses connected documents and records to prepare the answer.
Recurring business report
The employee collects the chosen information on schedule and produces the same useful summary each time.
Turn an example into your workflow
Choose the closest job, name the connected system, and describe the exact result your business wants. Run it on recent work, give direct feedback, and schedule it when the result is right.
The Integration Docs include 50 product-verified guides with available tools, setup, and practical recipes.
