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Use Cases
The use cases on this page build in three steps. Connect the apps you already use and ask a Bot to help with your work. When you notice a task you keep asking for, turn it into a Bot of its own. Once you have a few of those, put them on a team that works toward a bigger goal.
- Level 1An assistantFinds information and drafts work in your apps
- Level 2A Bot with a jobTakes over a task you keep repeating
- Level 3A team of BotsWorks together toward a bigger goal
Every example stops for your review. Keep sending, publishing, purchasing, and production changes behind approval.
Connect your apps and get help with your work
Connect your mail, calendar, chat, and docs, and every Bot you run can read and work in them. For services without an app, a Bot uses the browser on the cloud computer. See Connect an app.
Google Drive
Draft from what’s already there. Reads the briefs and past decks in a folder, drafts the next one in your format, and leaves it in Drive for your edits.
Google Calendar
Start each week with a plan. Every Sunday evening, reads the week ahead, flags clashes and packed days, and sends you a short plan for Monday.
Gmail
Wake up to a sorted inbox. Sorts the night’s mail before you’re up, drafts replies to the threads that need you, and leaves every draft for you to send.
Granola
Turn notes into next steps. Each evening, reads the day’s Granola notes, pulls out every action item with its owner, and drafts a post for your team’s Slack channel that goes out once you approve.
Slack
Pick up requests as they come in. Watches for mentions of your name, starts on the ask, like marketing copy or a campaign brief, and sends you a draft to approve before it replies in the thread.
Notion
Keep project pages current. Every Friday, drafts a progress update for each project page, highlights what changed, and adds it once you approve.
Then ask a Bot for things you'd otherwise look up yourself, like what changed overnight, who's in your next meeting, or what a competitor shipped this week. It reads across the apps you connected and drafts the next step for you.
morning brief:
- inbox. 1 reply needs you
- crit moved to 10:30
- #launch. needs a yes
- brand doc. 2 comments
Morning briefing
Your morning brief of what needs you, ready to post.
Starter prompt
Sum up what changed since yesterday in my inbox, calendar, Slack, and docs, and flag what needs me. Draft it as a post for #team; don't send it.
Inbox manager
Urgent threads first, with replies drafted for your OK.
Starter prompt
Sort my unread email into urgent, needs a reply, and FYI. Draft replies to the urgent ones and don't send anything.
Competitive intelligence
What competitors launched or repriced this week, with links.
Starter prompt
Check these three competitors for anything they launched or repriced this week. Send me a short list with links and what it means for our messaging.
Travel coordinator
The two best flights and hotels, ready for you to pick.
Starter prompt
Find flights to Austin for Thursday, back Sunday, with no red-eyes, and a hotel near downtown. Send me the two best options; don't book anything.
One more example
Meeting prep
A one-page brief on who's in the room, your last touch, and open threads.
Starter prompt
Prep me for my 2 PM: who is attending, what we last discussed, and any open threads. Keep it to one page.
Turn tasks you repeat into a Bot
Watch for the asks you make every week, like qualifying inbound leads or matching invoices. Give each one to a Bot with that single job, so it builds up the context to do it well.
12 came in. ready for your OK:
- 4 replies drafted
- 4 intros held
- 8 declines drafted
Sales development
Inbound leads qualified, with every reply drafted.
Starter prompt
Qualify this morning's inbound leads against our ideal customer profile. Draft intro replies with times I'm free for good fits and a polite no for the rest; don't send anything.
Invoice coordinator
Invoices matched to purchase orders, with mismatches flagged.
Starter prompt
Match this week's invoices in the finance inbox to their purchase orders. List the ones that don't match and draft a note to each owner; don't approve or pay anything.
Content marketer
The newsletter and posts drafted in your voice.
Starter prompt
Pull what we shipped this week from the changelog and Slack, and draft the newsletter and three posts in our voice. Bring me the drafts; don't publish anything.
Talent scout
A sourced shortlist, with outreach drafted in your voice.
Starter prompt
Find 20 candidates for this role who meet the must-haves and aren't already in our ATS. Draft outreach in my voice; don't contact anyone.
5 more examples
Paid media
A budget reallocation backed by spend and acquisition cost, for your approval.
Starter prompt
Compare this month's spend by campaign with our budget and target CAC, and recommend where to move money. Don't change any budgets.
Expense manager
A weekly expense summary with receipts matched and follow-ups drafted.
Starter prompt
Build this week's expense summary, match receipts from the finance inbox, and flag policy exceptions. Draft one follow-up per owner; don't send them.
Product performance
A short write-up of the likeliest hotspot, with screenshots and links.
Starter prompt
Find out why checkout got slower after yesterday's release. Send me the likeliest hotspot with screenshots and links, and don't change production settings.
Bug reproduction
A repro pack with exact steps, screenshots, and browser details.
Starter prompt
Reproduce this bug in staging with a fresh test account. Send me the exact steps, screenshots, and browser details; don't use customer data.
Account health
A ranked watch list of accounts at risk or ready to expand, with the evidence.
Starter prompt
Rank the accounts in my book by churn risk and expansion potential from usage, tickets, and renewal dates. Suggest a next step for each; don't contact anyone.
When the Bot does the job the way you want, make it run on its own:
- Tell the Bot its job and its limits in chat, and ask it to remember them.
- Save the steps as a skill, then create a routine to run it on a schedule.
- Save test logins in Vault or enter them in a Secure Form, never in chat.
Build a team of Bots for a bigger goal
Some goals take more than one job, like a launch campaign or the month-end close. Ask your primary Bot to set up a few Bots that each own one part. They pass the work along, and you check the result. To get help splitting the work into jobs, start from dr eggbot.
From the marketplacedr eggbotAsks you a few questions, then sets up the Bots for you, one job each.
Campaign team
Launch posts drafted from the numbers and checked before you see them.
Sign-ups Pulls last week's sign-ups by channel
Launch drafts Drafts a launch note and three posts from the numbers
Fact check Checks the drafts against the numbers and brand doc
Runs Mondays at 9 AM. Ask your primary Bot to set up this team.
Month-end close
Invoices matched, expenses reconciled, and exceptions listed for your sign-off.
Invoices Matches invoices in the finance inbox to purchase orders
Expenses Reconciles expense reports with receipts
Exceptions Lists every mismatch for your sign-off
Runs on the 1st of each month. Ask your primary Bot to set up this team.
Support queue
Tickets sorted, replies drafted, and bugs reproduced for your review.
Ticket triage Sorts new tickets and drafts replies
Bug repro Reproduces bug reports in staging with a test account
Help pages Flags help pages that need fixing
Runs weekdays at 9 AM. Ask your primary Bot to set up this team.