Use cases

Work a coworker can own.

The jobs digital coworkers run today, by role, function, and industry. Intake, triage, follow-up, records, and reporting: each one mapped from a real deployment.

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Find the coworker you actually need.

Filter by role, by function, or by the industry you operate in. Each use case shows what the coworker does, the tools it touches, and the outcome it produces.

Role

Function

Industry

Sales development

AI SDR

Revenue teams lose pipeline when reps spend their time researching accounts, writing first-touch emails, and updating systems by hand instead of actually selling.

3xMore targeted accounts worked per campaign cycle

OutreachProspectingPipelineB2B SaaSAgenciesProfessional services

Inbound sales

Lead response

Teams lose qualified inbound leads when responses lag, follow-up drifts, and scheduling falls through the cracks.

MinutesTarget first-response window for qualified inbound demand

QualificationSchedulingFollow-upB2B SaaSHealthcareServices

Account management

Account follow-up

Important customer follow-ups slip when account teams juggle renewals, post-meeting tasks, and manual CRM work across too many systems.

100%Post-call tasks tracked against an owner

RenewalsFollow-upRetentionB2B SaaSHealthcareProfessional services

Bookkeeping

Book close

Founders either pay an outsourced bookkeeper every month to close the books or spend hours each cycle categorizing expenses, reconciling accounts, and chasing anomalies by hand.

Month-endClose checklist maintained on cadence

Month-end closeReconciliationReportingStartupsFounder-ledProfessional services

Revenue operations

CRM hygiene

CRMs go stale fast. Reps forget to log calls, deals stall with missing fields, new contacts churn through inboxes without ever making it into the system, and pipeline reviews turn into arguments about whose data to trust.

3 hrs/wkSaved per rep on manual CRM hygiene

Data hygienePipelineFollow-upB2B SaaSProfessional servicesAgencies

Finance operations

Accounts receivable

Overdue invoices sit in the AR aging report because chasing them is tedious, awkward, and easy to deprioritize. Every additional day of DSO is working capital sitting outside the business.

50%+Reduction in days sales outstanding

CollectionsCash flowCustomer outreachB2B SaaSProfessional servicesAgencies

Team operations

Meeting accountability

Meetings generate dozens of action items and goals every week, and most of them get forgotten the moment people leave the room. The team relitigates the same decisions, the same work slips quarter after quarter, and critical commitments quietly fall through the cracks.

AccountabilityFollow-throughMeetingsB2B SaaSProfessional servicesFounder-led

Accounts payable

Bill coding

Coding vendor bills is slow, detail-heavy work: someone opens each invoice, matches it to the right GL account and property, enters it in Bill.com, and chases down anything that looks off.

20 hrsManual bill-coding time saved per month

Accounts payableBookkeepingProperty managementReal estate

Maintenance operations

Maintenance triage

Unplanned equipment failure is expensive because the response is manual and slow. By the time someone reroutes work, checks for parts, and lines up the repair, the line is already down.

24/7watching for failure flags, including nights and weekends

MaintenanceProcurementOperationsManufacturingRoboticsLogistics

Procurement

Parts procurement

Keeping spare parts and materials in stock means constantly checking levels and price-shopping across suppliers. A stockout on the wrong part can stop production.

24/7inventory monitoring on the cadence you set

ProcurementInventoryOperationsManufacturingRoboticsLogistics