Use Cases

A day at your agency, minus the busywork.

Ten places where Skills Workflow AI takes over the work that eats your team's time — every request made in plain language, right inside the platform you already work in.

Ask

Files & Contents

Summarize everything written, attached and decided on a piece of work, instead of scrolling back through months of activity.

Ask

Data Points

"How is the Northwind retainer tracking this month?"

Budgets, margins, utilization and capacity — answered directly, with no dashboard to hunt through.

Ask

Help on Processes

"Add a legal review step before Approved."

Let people ask how a process works, and change it by describing the outcome you want.

Know

Problem Detection & Alerts

Say once what you want to be warned about. From then on the problem finds you, with the evidence attached.

Know

Team & Individual Work

Where the bottleneck is, who is overloaded, and what you should pick up next — without opening five reports.

Create

Document Creation

"Turn these notes into a proper brief."

Estimates, projects and jobs built from a description or an email — something you review rather than type.

Create

Import & OCR

"Create an estimate from this cost sheet."

Read an Excel or CSV straight into document lines, or OCR a scanned PDF, instead of retyping what a client sent.

Reach

Integrations

Add the bot to WhatsApp, Teams or Google Chat and work without opening the platform at all.

Reach

User Experience

"Make this sound warmer before it goes to the client."

A magic wand in the toolbar you are already using, answering with charts and lists rather than walls of text.

Create

Dashboards Generation

"Add a board of this week's deliverables to my workspace."

Prototype a view by describing it, then fine-tune it by hand — without waiting on anyone to build it.

What's next

These areas are being delivered in stages — see the sequencing on the Roadmap. Import & OCR is not on the published timeline yet.