Workflows

Repeatable agent-driven processes across every department.

11 of 11
HRIn Review
Create HR leave policy

Drafts a country-specific leave policy aligned with internal handbook and applicable labor law.

Output: Policy document
Inputs: Country, Employee handbook, Local labor law
~9h saved per run
PPJR
used 24×
Customer SuccessApproved
Generate customer onboarding checklist

Produces a per-customer onboarding checklist with milestones, owners, and dependencies.

Output: Checklist
Inputs: Account tier, Product modules, ICP profile
~4h saved per run
RA
used 88×
SecurityBlocked
Prepare vendor risk review

Reviews vendor documentation and produces a risk summary with recommended mitigations.

Output: Risk summary
Inputs: Vendor name, SOC 2 report, DPA
~12h saved per run
DKJR
used 31×
FinanceDraft
Draft finance monthly close report

Aggregates monthly close artifacts into an executive-ready narrative report.

Output: Report
Inputs: GL export, AR/AP, Budget
~16h saved per run
MLAC
used 12×
ProductReady to Share
Create product launch checklist

Generates a cross-functional launch checklist with deadlines and owners.

Output: Checklist
Inputs: Launch brief, GTM plan
~6h saved per run
NBRA
used 19×
EngineeringNeeds Source
Review engineering incident postmortem

Synthesizes postmortem from incident timeline, identifies root cause and follow-ups.

Output: Postmortem
Inputs: Incident timeline, Pagerduty log, Runbook
~7h saved per run
SOTV
used 22×
OperationsIn Review
Generate board meeting update

Compiles a concise board update from cross-department inputs and metrics.

Output: Brief
Inputs: KPI snapshot, Dept updates
~8h saved per run
ACTV
used 9×
SecurityApproved
Answer customer security questionnaire

Maps customer questions to trust-center evidence and drafts cited responses.

Output: Response packet
Inputs: Questionnaire, Trust center
~14h saved per run
DK
used 47×
SecurityHigh Risk
Prepare AI governance review packet

Assembles an AI governance review packet with risk classification and controls.

Output: Review packet
Inputs: Model card, Use case, Data flow
~11h saved per run
DKJRTV
used 7×
LegalApproved
Create legal contract summary

Extracts key terms, obligations, and risks from a contract into a one-page summary.

Output: Summary
Inputs: Contract PDF
~5h saved per run
JR
used 64×
OperationsExpiring Soon
Draft internal process documentation

Drafts standard operating procedure documentation from notes and existing references.

Output: SOP
Inputs: Process owner notes, Existing SOPs
~6h saved per run
MSAC
used 33×