Use cases

Build me a pipeline dashboard from my Salesforce. Show open opportunities by stage and owner, total amount per stage, and a table of deals with no activity in the last 14 days. Add filters for owner and close date.

Build a customer health app. For each account, pull ticket volume from Zendesk, subscription status from Stripe, and weekly active users from our PostgreSQL database. Compute a health score, sort accounts from lowest to highest, and let me click into an account to see the details.

Build a month-end close tracker. List open invoices and unpaid bills from QuickBooks, and add a checklist of close tasks with an owner, due date, and status that the team can update. Store the checklist in a managed database.

Build an admin panel on our PostgreSQL database. Let me search users by email, view their account and recent orders, and update their plan. Only members of the Support group can make changes, and every edit is logged.

Build a marketing dashboard that shows spend, clicks, and conversions per campaign from Meta Ads and LinkedIn Ads, next to sessions and conversions from Google Analytics. Show the last 30 days with a date range picker.

Create an agent that answers questions about our data. It can query our Snowflake warehouse and read the table descriptions attached to it. Deploy it as a Slack bot so people can mention it in channels and DMs.

Create an agent that reads new Fireflies transcripts for sales calls, summarizes the call, lists next steps and objections, and adds a note to the matching company in HubSpot.

Create an agent that reviews new Zendesk tickets, tags each one with a category and priority, looks up the customer's plan in Stripe, and posts urgent tickets from paying customers to the #support-escalations Slack channel.

Build a workflow that runs when a new user signs up. Look up their company, score whether they are a good fit, create or update the contact in HubSpot, and post high-fit signups to the #sales Slack channel.

Build a workflow that runs every weekday at 8am. Pull yesterday's signups, revenue, and open support tickets, have an agent write a short summary with notable changes, and post it to the #metrics Slack channel.

Build a workflow for refund requests. When a request comes in through a webhook, have an agent check the customer's history in Stripe and recommend approve or deny. Send it to a finance approver, and only issue the refund in Stripe after they approve.

Build a workflow that runs every Monday at 7am. Pull deals that changed stage, slipped their close date, or were created last week from Salesforce, and email a summary to the sales leads with Gmail.