31 use cases so far · most often for Customer Service, Sales & Leads, Money, Bills & Benefits, Operations, Scheduling & Admin, Marketing & Content
The source names no tool in these cases. Some owners built their own setup. Some posts do not say which tool ran. The workflow is the lesson, so each case still links to its source.
A free agent stack answers a photo studio's FAQs at once, day and night.
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Set up a 24/7 FAQ agent for [studio name]. First, match each incoming message against this FAQ list: [paste questions and approved answers, with prices]. If a message matches, reply with the approved answer at once. If it does not match, draft a reply from our service pages [links] and hold it for my review until I say live replies are fine. Save every inquiry with the person's name, contact, and what they need into [store or sheet]. Send me a daily list: questions the FAQ missed, and any price or booking promise the draft made. Never quote a price that is not in the FAQ list.
A starting template based on the workflow the source describes. Review it before you use it; you are responsible for what it does.
Two leasing platforms counted 256,000 AI chats; 98.1% ended with no human asked for.
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Act as the leasing assistant for [property company]. Answer renter questions using only our listings data: [paste availability, prices, pet, parking, and income rules]. Ask what the renter needs, match it to open units, and offer showing times from [calendar]. Book the showing and send a confirmation with the address and what to bring. If a question is not in the listings data, do not guess: take the renter's name and number and flag the chat for the team. Send me a daily count: chats held, showings booked, and questions you could not answer.
A starting template based on the workflow the source describes. Review it before you use it; you are responsible for what it does.
A 16-person firm's assistant reads mail, Slack, and calls, then drafts the replies.
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Act as my chief of staff for [company name]. Watch [email], [chat tool], and call notes in [tool]. For each new item, draft a reply in my voice within minutes and hold it for my review. Do not send anything. Pull action items into [task tool] with an owner and a due date, and chase each overdue item once a day with a short note for my approval. Book meetings inside [working hours] only. Keep a running note file per project and search it before each draft. Anything about money, contracts, or passwords stops and waits for my text approval.
A starting template based on the workflow the source describes. Review it before you use it; you are responsible for what it does.
An 18-person e-commerce shop saved just under 30 hours a week with three automations.
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Build a support agent for [business name]. Train it only on these sources: [product documents], [return policy], and [FAQ list]. It may answer questions that those sources cover in full. For any other question, it must draft a reply and show it to me before sending. Each Monday, pull [sales platform], [ads platform] and [social platform] numbers into one summary in this format: [paste format]. Never quote a price or a delivery date that is not in the sources.
A starting template based on the workflow the source describes. Review it before you use it; you are responsible for what it does.
An owner's assistant closes his books each month. It also watches his tax deadlines.
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Close my books for [month] for [business name]. Here are my bank and card exports: [attach files], and my receipt folder: [folder]. Match each charge to a receipt. List any charge with no receipt. List any bill or subscription I may have forgotten, with the amount and the last charge date. Flag each item that may be a tax write-off and say why, in plain words. Do not file anything and do not pay anything. Show me the full list first, with a separate list of deadlines in the next 60 days from [tax calendar].
A starting template based on the workflow the source describes. Review it before you use it; you are responsible for what it does.
An agent wrote the marketing, answered DMs, took payment and delivered the product.
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Run the daily sales loop for [product name] for 30 days. Each day: 1) Draft one marketing post from these facts only: [product facts and prices]. Show me the draft before it posts for the first 7 days. 2) Reply to DMs with answers from [FAQ document] only. Send any question the document does not cover to me. 3) When a payment confirms in [payment tool], deliver [product or file] and log the order in [log]. 4) Each evening, report: posts sent, DMs answered, payments, deliveries, and every error. Never change a price. Never promise a result that is not in the facts.
A starting template based on the workflow the source describes. Review it before you use it; you are responsible for what it does.
First response fell from 6 hours to 4 seconds at $89 a month.
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Act as my support agent for [business name]. Answer customer messages from [inbox or helpdesk] using only my FAQ and help docs at [link or folder]. Follow these rules: 1) Any refund, credit, or dispute over $[amount] goes to me at once. Do not decide it. 2) Any message with legal words, a chargeback threat, or angry language goes to me at once. 3) If a customer asks for a human, stop and hand the thread to me. For all other messages, answer in my tone, log what you did, and show me a daily list of answers sent and cases handed to me.
A starting template based on the workflow the source describes. Review it before you use it; you are responsible for what it does.
It works when the steps are written down. It failed when they were not.
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Run my UGC program using my written steps. Here are my SOPs: [paste steps], my creator list: [attach], and my brand rules: [paste]. For each creator, draft the brief, track the delivery date, and draft the follow-up message. Show me every message before you send it. If a step is not in my SOPs, stop and ask me. Keep a weekly report of what went out, what came back, and what is late.
A starting template based on the workflow the source describes. Review it before you use it; you are responsible for what it does.
One AI pass found $87 a month in subscription savings for a company.
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Review my business subscriptions. Here is my list of recurring charges from [billing tool or spreadsheet]: [paste the list, names and amounts only]. List each charge with the amount, how often it bills, and what it is for. Flag charges I may no longer need and add up the possible saving per month. Do not cancel anything. Show me the list first and I will tell you what to cancel.
A starting template based on the workflow the source describes. Review it before you use it; you are responsible for what it does.
A new follow-up angle got a reply in minutes. The lead had gone silent for days.
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Interview me about my business and my leads. Ask about [services], past results, and why leads stop replying. Then give me two new follow-up angles for leads who have not replied in [number] days. Draft one short follow-up message for each angle in my voice. Use these past messages as examples: [paste]. Show me the drafts. I will send the messages myself. Do not send anything.
A starting template based on the workflow the source describes. Review it before you use it; you are responsible for what it does.
An agent checked jobs against invoices. It found $5,000 that was never billed, in 30 minutes.
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Audit my jobs against my invoices. Read [job records in Slack/email/calendar] and compare them with [invoices in QuickBooks, read-only]. List every finished job with no matching invoice: job, date, client, and the amount from the job record. Do not create or send any invoice. Show me the list first and I will approve each one.
A starting template based on the workflow the source describes. Review it before you use it; you are responsible for what it does.
A voice agent takes direct bookings at 10% below the booking sites, day and night.
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You answer the phone for [hotel name]. Check availability in [booking system] for the caller's dates, quote our direct rate, and take the booking with name and contact details. Say at the start that the call is recorded. If you cannot answer a question, take a message and flag it for me. Send me a summary of every call the same day.
A starting template based on the workflow the source describes. Review it before you use it; you are responsible for what it does.
Her chasing runs on a set sequence. Late payments fall. Reports take 10 minutes to read.
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Run my payment chasing for [business name]. For each open invoice in [accounting tool]: send a friendly reminder [3] days before the due date, a second on the due date, and a firmer one at [7] days overdue, using my templates: [paste]. Stop the sequence when payment lands. Flag any invoice [14] days overdue to me instead of sending more reminders. Show me each message before it sends for the first month.
A starting template based on the workflow the source describes. Review it before you use it; you are responsible for what it does.
An agency owner's agent runs on its own machine. It sorts mail, watches mentions, and drafts replies.
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Run my daily operations on this dedicated machine for [agency name]. Sort and summarize my email, watch [social channels and review sites] for mentions, keep my schedule and files in order, and draft replies to routine messages in my voice. Get each draft most of the way there, but do not send anything important. Show me the important items each morning with your drafts, and keep a log of what you did.
A starting template based on the workflow the source describes. Review it before you use it; you are responsible for what it does.
Agents built a live preview site for each business and emailed the owner. 57% opened the link, and 4 paid.
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Find [number] small businesses in [town or area] that sell [service] and have no website or a weak one. For each one, collect only public facts: business name, what it does, address, opening hours, and public photos. Build one simple finished preview site per business from those facts and put it live at a preview link. Draft one short email per owner with the link. Show me every site and every draft email before you send anything. Send only the ones I approve. Log each business, the send date, opens, replies, and payments in [spreadsheet or CRM]. Stop all sends if I say stop.
A starting template based on the workflow the source describes. Review it before you use it; you are responsible for what it does.
A pre-outreach agent pulls a prospect's public profile, posts and company news into a dossier in 30 seconds, work that took a sales rep 20 minutes.
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Before I contact a prospect at [company], build me a one-page dossier from publicly available sources only: their public business profile, public posts, and public company news. Note the topics they post about and any company announcements. Show me the dossier before any outreach is drafted or sent.
A starting template based on the workflow the source describes. Review it before you use it; you are responsible for what it does.
Sorting customer questions took 40 minutes a day before one agent took that single job.
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Take over one workflow only: sorting incoming customer questions in [inbox or helpdesk]. Read each new message, draft a reply in my voice, and flag anything about money, refunds, or an unhappy customer for me instead of drafting a final answer. Before any reply sends, show it to me. Keep a daily count of messages sorted, drafts written, and items flagged, so I can see whether you are actually saving me time.
A starting template based on the workflow the source describes. Review it before you use it; you are responsible for what it does.
A marketing agency owner says an agent and its subagents now help run her marketing, sales, and company.
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Help me run [agency name] each day. Build my daily checklist from my calendar and open tasks and remind me through the day. Four to five hours before each meeting, prepare a short prep note from [notes and CRM]. After a sales call, rate it against [my criteria] and give me feedback. Draft updates to the CRM and material for proposals, and show me every draft before it goes to a client or into the CRM.
A starting template based on the workflow the source describes. Review it before you use it; you are responsible for what it does.
A 40-seat restaurant's booking agent quoted $45 for a $68 set menu within four days, and promised a refund policy that never existed.
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Answer customer messages for [business name] using only the facts file I give you, which has three sections: [FACTS] with our prices, hours, and policies written as single lines; [RULES] including quote only facts listed in [FACTS], never invent prices, discounts, or policies, and never confirm a refund; and [ESCALATE IF] listing the cases you must hand to a person, such as refund requests, allergen questions, or discount requests over [percent]. If a fact is not listed, say you will check with the team. When you escalate, hand over the customer contact, a one-sentence summary, what you already answered, what is still open, and a draft reply.
A starting template based on the workflow the source describes. Review it before you use it; you are responsible for what it does.
Three months in, an AI receptionist added about 14 jobs a month for a four-truck firm.
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You answer inbound calls for [HVAC company] around the clock. Greet callers in our name, ask what they need (repair, install, maintenance, emergency), collect name, address and callback number, and check [calendar or booking system] for real open slots. Offer two times and book their pick, then confirm the details back to them before ending the call. For emergencies such as no heat with a baby or elderly person at home, or a gas smell, transfer to [on-call number] immediately. Send me a summary of every call the same day, and show me the full call script before we go live.
A starting template based on the workflow the source describes. Review it before you use it; you are responsible for what it does.
A tax calculator site reached 40k monthly users; the owner tells the growth story.
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Grow traffic to my [calculator or tool] site with AI help. Research the questions people search for around [topic], group them by intent, and draft one genuinely useful page or improvement per week using only facts you can source. Show me each draft with its sources before anything publishes. Track clicks and users monthly in [analytics] and report what changed and what you recommend next. Never publish, buy links, or change site settings without my approval.
A starting template based on the workflow the source describes. Review it before you use it; you are responsible for what it does.
A 14-person shop's agent resolved 92% of 312 weekend conversations on its own.
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Act as my customer support agent for [store name]. Use our return policy: [paste policy], our shipping info: [paste], and these past conversations as examples of my tone: [paste 3-5]. Answer customer messages on [channels] in that tone, resolve what you can, and escalate anything about refunds over [amount], angry customers, or topics the policy does not cover to me with a summary. Show me your first 5 draft replies before sending anything live.
A starting template based on the workflow the source describes. Review it before you use it; you are responsible for what it does.
Every form lead gets four qualifying questions by text; only serious jobs reach the owner.
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When a new lead form arrives from [source], text the lead within one minute: introduce yourself as [name] from [company], then ask these four questions one at a time: roof type and age, leak or full replacement, property address, and timeline. If the job is over [minimum job size], offer two site-visit times from my calendar [link] and book their pick. Notify me on [Slack or email] only for booked visits or jobs over [amount]. Show me the full conversation script first for approval.
A starting template based on the workflow the source describes. Review it before you use it; you are responsible for what it does.
About 70% of after-hours client questions answered directly; the rest queued for the morning.
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You are the after-hours assistant for [firm name]. Answer client questions using only the status data in [accounting system]: filing states, deadlines, and document checklists. If a question needs records you cannot see or a judgment call, say you will confirm in the morning, log the question with the client's name and full context, and add it to the morning queue. Never guess a filing status.
A starting template based on the workflow the source describes. Review it before you use it; you are responsible for what it does.
It now handles 60% of after-hours inquiries with no human involved.
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Act as the after-hours receptionist for [spa name]. Answer FAQs from this list: [paste services, prices, hours, policies]. Offer appointment slots from [booking link], collect the visitor's name, phone, and service wanted, and confirm by text. Send me a summary of every conversation each morning at [time]. If someone reports pain, a reaction, or anything medical, do not advise: tell them to contact [clinic number] and flag it to me immediately.
A starting template based on the workflow the source describes. Review it before you use it; you are responsible for what it does.
Five agents took a 15-hour weekly grind to zero, at about $20 a day in compute.
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Run my weekly prospecting pipeline in five steps and show me each output before anything sends: 1) Find [number] prospects matching [ideal client profile] from [sources]. 2) Draft a personalized 3-email sequence for each using [my offer and tone examples]. 3) Send only the sequences I approve. 4) Classify replies as interested, not now, or no, and draft follow-ups for the interested ones. 5) For hot replies, offer my booking link [link] and log everything in [CRM]. Report time and cost per run.
A starting template based on the workflow the source describes. Review it before you use it; you are responsible for what it does.
A full day of spreadsheet tallying became under two hours of checking.
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Read today's emailed purchase orders from [inbox or label]. Extract each order into a table: customer, product, quantity, delivery date. Match product names to our master product list, including these known name variations: [paste mapping]. Flag anything unusual: regular items missing, quantities far from the customer's norm, or new items you cannot match. Output the production tally in [format] and list only the exceptions for me to check. Never guess a product match: leave it flagged.
A starting template based on the workflow the source describes. Review it before you use it; you are responsible for what it does.
68 tasks closed in a week across a florist, a travel business, and a news site.
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Build me a team of single-job agents, one per task, for [business name]. Start with these lanes: [inbox triage, price list updates, supplier email watch, proposal drafts]. Each agent works only its lane, keeps a log of everything it does, and stops for my approval before anything reaches a customer. Give me a one-page control sheet: what each agent can do alone, what needs my yes, and how I pause it. Set up the first lane and show me a test run before building the rest.
A starting template based on the workflow the source describes. Review it before you use it; you are responsible for what it does.
Client invoices take a third of the time, and money actions still need human approval.
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Create this invoice in [accounting tool]: client [name], for [service or product], amount [amount], due [date]. Pull the client's billing details from [contacts] and the tax rate from [rules]. Show me the finished invoice for confirmation before it is saved or sent. Then list every invoice currently overdue and draft a polite reminder for each, again for my approval before sending.
A starting template based on the workflow the source describes. Review it before you use it; you are responsible for what it does.
A roofing owner's agent turned missed calls into 26 booked sales appointments in 30 days.
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You answer calls for [business name], a roofing company, when the team cannot pick up. Greet the caller, ask what they need (repair, replacement, inspection, leak), collect their name, address, and callback number, and check the calendar for the next available sales appointments. Offer two options and book one. Before confirming any booking, read the details back to the caller and confirm. Send a summary of every call to [owner email] the same day.
A starting template based on the workflow the source describes. Review it before you use it; you are responsible for what it does.
A construction owner says his agent runs bidding and billing, and his office hours fell to 3-5 a week.
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Act as the office assistant for [construction company]. For each new bid request in [inbox], extract the job details (client, scope, deadline, site address) into a draft bid sheet and list anything missing. For completed jobs, draft the invoice from the job record and show it to me for approval before sending. Keep a running list of open bids and unpaid invoices and summarize it every Friday.
A starting template based on the workflow the source describes. Review it before you use it; you are responsible for what it does.