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All use cases

Real workflows with the tools, steps and prompts to copy them. Filter by what you use and how much time you have.

1348 use cases

Sales · Intermediate
  1. Meeting in 60 min
  2. Perplexity research
  3. Claude writes brief

Build a pre-call brief for every discovery meeting

An hour before each discovery call, get a one-page brief on the account, the attendee and recent news, saved to Salesforce.

Make · Perplexity · Claude · Salesforce
Content · Advanced
  1. Monthly schedule
  2. Find declining posts
  3. Research changes

Refresh blog posts that are losing search traffic

Each month, find posts whose search clicks dropped, research what changed with Perplexity, and get a Claude-written refresh brief for each one.

n8n · Perplexity · Claude · Google Sheets
Finance · Intermediate
  1. New bank transaction
  2. Find open invoices
  3. Match with ChatGPT

Reconcile invoices against bank transactions

Zapier sends each new bank transaction to ChatGPT, which matches it to the right open invoice or bill in QuickBooks and flags anything unclear.

Zapier · ChatGPT · QuickBooks
Marketing · Beginner
  1. Brief in Sheets
  2. ChatGPT writes 20
  3. Claude scores rules

Generate and test 20 ad variants from one brief

Turn one campaign brief into 20 Meta and Google ad variants, score each against your brand rules and limits, and queue the best for approval.

ChatGPT · Claude · Make · Google Sheets
Finance · Intermediate
  1. Receipts in Gmail
  2. Extract line items
  3. Match to headcount

Monthly SaaS spend review that flags unused seats

Pull every software receipt from Gmail into a sheet, match it to active users, and get a list of seats and tools you can cancel.

Gmail · ChatGPT · Google Sheets
Coding · Advanced
  1. Run coverage
  2. Pick 3 riskiest files
  3. Write + run tests

Generate missing unit tests for untested modules

Claude Code reads your coverage report, picks the riskiest untested modules and writes unit tests that pass, one small PR at a time.

Claude Code · GitHub Copilot · Slack
Customer Support · Beginner
  1. Support email
  2. Order-status check
  3. Shopify order lookup

Auto-answer order status emails with live tracking

Spot order-status questions in the support inbox, look up the order in Shopify and reply with live tracking and an honest ETA.

Gmail · Zapier · ChatGPT · Shopify
E-commerce · Advanced
  1. Nightly scrape
  2. Match to your SKUs
  3. Apply price rules

Watch competitor prices and reprice nightly

Scrape competitor product pages every night with Apify, match them to your SKUs, and update Shopify prices within margin and change limits you set.

Apify · n8n · ChatGPT · Shopify
Research · Beginner
  1. Upload recording
  2. Transcribe
  3. Tag insights

Turn customer interviews into a themes database

Descript transcribes each discovery call, Claude tags pains, requests and quotes, and Notion keeps a themes database the whole team can search.

Descript · Claude · Notion
Sales · Beginner
  1. Inquiry email
  2. Match the listing
  3. ChatGPT drafts reply

Reply to property inquiries within five minutes

Portal and website inquiries get a personal reply with listing details and viewing slots in minutes, and every lead lands in one Sheet.

Zapier · Gmail · ChatGPT · Google Sheets
Content · Beginner
  1. Record interview
  2. Transcribe
  3. Draft case study

Draft a customer case study from a recorded interview

Record a 30-minute customer call, transcribe it in Descript, and have Claude turn it into a structured case study draft in your Notion template.

Descript · Claude · Notion
Operations · Intermediate
  1. Label contract email
  2. Extract terms
  3. Log in Sheets

Track vendor contract renewals before they auto-renew

Make pulls contracts from Gmail, Gemini extracts the term and notice period, and a Sheets register emails the owner 60, 30 and 7 days before each deadline.

Gmail · Make · Gemini · Google Sheets
Marketing · Intermediate
  1. Monday 07:00 cron
  2. Compute WoW deltas
  3. Claude writes report

Weekly paid-media report written for you every Monday

Every Monday, get a Slack summary of spend, CPA and ROAS by campaign, with week-over-week changes and anomalies flagged before standup.

n8n · Google Sheets · Claude · Slack
Personal Productivity · Intermediate
  1. 7am schedule
  2. Gather inputs
  3. Prioritise

Morning brief of your meetings, emails and open tasks

A self-hosted n8n job reads your calendar, unread email and Notion tasks at 7am and sends one short brief of what matters today.

n8n · Gmail · Notion · Gemini
Operations · Advanced
  1. New Slack message
  2. Is it a request?
  3. Classify + size

Turn client Slack requests into a triaged queue

An n8n agent reads requests in shared client channels, classifies and sizes them, and files them in Airtable with an owner and due date.

Slack · n8n · Claude · Airtable
Customer Support · Intermediate
  1. Student asks in Slack
  2. Search Notion handbook
  3. Answer with citation

Answer student questions from your course docs

A Slack agent answers enrollment and coursework questions from your Notion handbook, cites the page, and tags staff when it is unsure.

Relevance AI · Notion · Claude · Slack