Analyze a Dataset
Analyze a dataset the user already has, from first look and data quality through the actual question, with the caveats the data genuinely supports.
Use cases
68 things your AI teammates can already do
Ready-made procedures across research, sales, recruiting, operations, product, finance, and marketing — each one grounded in your company's real data and your connected tools.
Every one of these is a real published skill, available in every account from day one. Invoke one by name in chat, hand it to a companion, or put it on a schedule.
Audit a Design System
Inspect a live product or website and identify where the implemented interface has drifted from its accepted design system, tokens, component library, or reference patterns.
Audit a Product Flow
Navigate and test a product flow in the browser, then return a reviewable record of passes, regressions, screenshots, console or network evidence, scope, and uncertainty.
Audit SEO and Create a Report
Audit a website's organic-search performance and turn the evidence into a prioritized, source-linked SEO report.
Brief a Regulation
Turn a published law, regulation, enforcement action, regulator decision, or official guidance into a structured briefing covering scope, legal status, obligations, penalties, dates, applicability, and practical implications for a defined audience.
Build a Content Plan
Build an evidence-backed content plan covering themes, formats, channels, cadence, briefs, source material, dependencies, ownership, measurement, and reuse opportunities.
Build a Financial Forecast
Build or update an assumption-led financial forecast using accepted actuals, operating drivers, scenarios, cash flows, and runway where relevant.
Build a Client Engagement Brief
Convert accepted consulting, agency, advisory, or internal delivery work into a dependable engagement brief covering scope, stakeholders, milestones, evidence requirements, communication, systems, risks, dependencies, and client-data constraints.
Build a Client Progress Report from Project Tools
Build a reviewable client progress report from approved project, account, analytics, communication, and operating context.
Close Open Loops
Find and resolve commitments, unanswered follow-ups, missing owners, stale statuses, contradictory records, and decisions that have not reached the right system.
Compare Across Jurisdictions
Compare how the same legal or regulatory question is treated across multiple jurisdictions in a like-for-like structure, showing where regimes converge, diverge, conflict, or lack direct equivalents and what those differences mean operationally.
Conduct Investment Due Diligence
Investigate the material questions behind a startup or private-company investment and produce a source-linked diligence record with findings, contradictions, risks, and unresolved questions.
Create a Client Proposal
Turn an RFP, discovery conversation, qualified opportunity, or defined consulting engagement into a clear, review-ready client proposal or statement of work covering the problem, intended outcomes, approach, scope, deliverables, responsibilities, timeline, approved fees, assumptions, exclusions, dependencies, and terms.
Create a Job Description
Create or revise an internal role profile, an external candidate-facing job description, or both.
Create a Sales Asset
Turn account, meeting, CRM, email, product, and approved brand context into a customer-facing sales asset such as a one-pager, slide deck, proposal page, interactive calculator, or lightweight site.
Create and Repurpose Marketing Content
Create source-grounded marketing content and channel-specific variants across formats such as articles, email, social, landing pages, announcements, scripts, and customer stories.
Create a Beautiful Slide Deck
Turn a topic, source material, or body of work into a polished visual slide deck.
Create or Update a Help Center Article
Convert verified product behavior, a resolved issue, an approved workaround, or a recurring customer question into accurate, searchable, customer-facing help-center documentation.
Debrief a Meeting
Turn a completed meeting into a grounded debrief with decisions, commitments, owned actions, unresolved questions, follow-up drafts, and proposed updates to the right systems.
Debrief a Sales Meeting
Turn a completed sales, prospect, customer, or partner meeting into a clear debrief, grounded follow-up, proposed CRM changes, and owned next actions.
Enrich a Lead List
Add, verify, or correct useful company and contact fields in an existing lead or account list.
Escalate a Customer Issue
Package a customer issue into an actionable internal escalation containing verified customer impact, timeline, evidence, attempted resolution, current communication state, ownership, and an exact request for the receiving team.
Extract Web Data
Research websites and extract repeated structured information into a clean spreadsheet or dataset.
Find New Customers
Find and qualify prospective customers from the user's offer, best customers, target market, geography, buying signals, or other criteria.
Keep Your CRM Up to Date
Turn approved email, meeting, outreach, and connected-app context into accurate, reviewable CRM updates.
Make a Warm Introduction
Find a credible relationship path between people and prepare a considerate warm introduction using approved relationship context.
Map a Market
Build a sourced landscape of the entities, categories, relationships, coverage, patterns, uncertainty, and implications shaping a market.
Map a Talent Market
Map the feasible talent market for a role before sourcing.
Map a Startup Ecosystem
Build a sourced map of the startups, investors, accelerators, investment activity, and relationships shaping a market or geography.
Monitor a Portfolio Company
Review and track material changes at a portfolio company using current public sources and approved internal context.
Onboard a Customer
Build and coordinate a customer onboarding path from accepted goals, stakeholders, commercial commitments, product setup requirements, milestones, dependencies, risks, and ownership.
Onboard a New Teammate
Bring a confirmed new teammate or internal role-change employee up to speed across company context, people, projects, tools, access, and first-week priorities.
Organize Receipts and Bookkeeping
Gather invoices, receipts, and payment evidence from approved email, vendor portals, files, and records; build a traceable transaction register; separate missing, duplicate, or ambiguous items; and prepare the next finance review or handoff.
Plan a Business Trip
Research, compare, organize, and where explicitly approved book a business trip across flights, rail, accommodation, ground transport, calendars, confirmations, and traveler-specific constraints.
Plan a Marketing Campaign
Research and build a decision-ready marketing campaign plan covering the business objective, audience, proposition, message, offer, channel roles, content and asset needs, timing, ownership, dependencies, measurement, risks, budget assumptions, and approval decisions.
Plan an Event
Plan and coordinate a professional event across goals, guests, dates, venue, vendors, budget, invitations, agenda, logistics, approvals, and run-of-show.
Prepare a Daily Brief
Prepare a concise, source-linked view of today's priorities, meetings, messages, commitments, risks, and decisions.
Prepare a Recurring Finance Report
Prepare a recurring operational finance report from approved portals, exports, files, or spreadsheets; apply accepted source-to-output mappings, validate the result, surface exceptions, and produce a review-ready file or draft handoff.
Prepare a Status Update
Prepare a concise, audience-specific status update grounded in current team, initiative, function, or company evidence.
Prepare Candidate Interviews
Build a structured candidate interview plan, interviewer assignments, candidate brief, questions, probes, and scorecards from an accepted role definition.
Prepare for Meetings
Prepare a concise, actionable brief for an upcoming internal or external meeting by combining calendar context, participants, prior conversations, documents, projects, files, tabs, and relevant public information.
Prepare for a Sales Meeting
Prepare a concise, actionable brief for an upcoming prospect, customer, partner, or other sales meeting.
Prepare a Fundraise
Prepare a focused fundraising process with an evidence-backed company story, qualified investor targets, reviewable fundraising materials, diligence readiness, and concrete next actions.
Research a Company
Research one company into a concise, source-linked brief focused on the question or decision in front of the user.
Research a Legal Question
Research a legal question in a specified jurisdiction using authoritative secondary sources to orient the analysis and primary law to verify the answer.
Research an Account
Research a company, account, or person to understand what matters, what has changed, the existing relationship, and useful ways to move forward.
Research an Audience
Research a marketing audience using approved qualitative and quantitative sources, then synthesize source-linked segments, needs, language, behaviors, channels, tensions, evidence gaps, and confidence.
Research an Investment Opportunity
Build a concise, source-linked view of one startup or private-company investment opportunity, including preliminary thesis fit, important changes, contradictions, risks, and questions worth resolving next.
Research and Answer a Customer Question
Research a customer question across approved product documentation, help-center content, account history, prior cases, internal discussions, meetings, product records, and authoritative external sources; reconcile conflicting evidence and prepare a source-grounded customer response.
Research and Report a Bug
Research unexpected product behavior, reproduce it when safe, inspect approved communication, GitHub context, recent changes, logs, monitoring, existing issues, and the team's actual ticketing system, then prepare or file a grounded deduplicated issue according to current scoped permissions.
Review Applications
Review inbound applications against an accepted job description or scorecard and prepare evidence-backed human review.
Review Customer Health
Evaluate a customer account against accepted goals, success measures, meaningful product adoption, support experience, stakeholder relationships, commitments, renewal context, and the team's approved risk or opportunity definitions.
Review Financial Performance
Review financial performance against an accepted budget, forecast, prior period, prior year, or other baseline; validate comparability, explain material drivers, and identify evidence-supported implications.
Review the Investment Pipeline
Review an investment pipeline to identify priority opportunities, stalled decisions, missing evidence, ownership gaps, and the next actions that matter.
Review Marketing Performance
Review marketing performance across campaigns and channels by reconciling definitions, source quality, baselines, trends, attribution, funnel behavior, audience differences, and creative performance.
Review Recruiting Pipeline
Review recruiting pipeline health, priorities, stalled candidates, evidence gaps, candidate-experience risks, coverage, and proposed ATS corrections.
Review Your Sales Pipeline
Review a sales pipeline to identify priority deals, material risks, missing context, CRM hygiene issues, and the next actions most likely to matter.
Run a Competitor Analysis
Compare competitors using current, source-linked evidence and explain the patterns, gaps, risks, opportunities, and implications for a real business decision.
Send Candidate Outreach
Research, draft, review, and send candidate outreach with a truthful employer proposition and candidate-aware follow-up.
Send Personalized Outreach That Sounds Like You
Research, write, review, send, and improve personalized outreach across email, LinkedIn, and other channels.
Set Up a Shared Team Workflow
Turn one trusted individual workflow into a shared team method with clear ownership, approved context, privacy boundaries, a verified handoff, reusable guidance, and a concrete recurring-operation plan.
Synthesize Customer Feedback
Synthesize approved customer feedback into source-linked themes, tensions, examples, affected situations, evidence gaps, and confidence.
Synthesize Interview Feedback
Synthesize interview transcripts, notes, and panel feedback against an accepted scorecard.
Triage a Customer Request
Triage a customer request using the team's actual impact, urgency, SLA, entitlement, category, ownership, and escalation rules; gather only the context that can change the route, check known issues and duplicates, and prepare the correct next action.
Triage My Inbox
Triage the communication inbox the user chooses, including email, LinkedIn, another professional messaging queue, or an explicitly requested combination.
Turn Client Research into Recommendations
Transform client research, interviews, quantitative data, engagement context, and source material into evidence-backed options, a defensible recommendation, and a decision-ready memo, presentation, workshop artifact, or supporting analytical model.
Write a Product Spec
Turn an accepted product problem into a source-linked specification covering users, outcomes, requirements, flows, edge cases, dependencies, open questions, non-goals, measurement, and acceptance criteria.
Write an Investment Memo
Turn company research, meetings, diligence, market evidence, and the investor's own criteria into a clear, source-linked investment memo or decision record.
Categories: Research & Analysis, Sales, Recruiting, Operations & Success, Product & Leadership, Finance & Legal, Marketing & Content.
Pick one and watch it run
Connect a tool, invoke a skill, and see the whole trace — every source it read and every action it wanted to take.