Classify feedback and route it to the right team
A template for product and support teams that turns feedback from forms and email into a structured log with topics and sentiment.
A FIELD GUIDE TO AI AT WORK
Good ideas. Better workflows.
Practical recipes for the work your business does every day.
ESSENTIALS / THREE FOUNDATIONS
People. Projects. P&L.
Build the foundations with three practical skills.
Start with what your team does.
Choose your recurring activities to build a starting set.
Build a competitor research report
A one-off research workflow: agents use a company name to find competitors and gather information about their products and reviews. It can be adapted for a B2B team.
Find audience needs in community discussions
This workflow analyzes popular discussions in a selected community. It can be adapted for an agency’s content strategy or product audience research.
Prepare for client calls using email and CRM context
An agent gathers context before a meeting from calendars, correspondence, CRM records, and public sources. Designed for salespeople and leaders, including B2B sales teams.
Turn industry podcasts into a knowledge base
New episodes from RSS feeds are transcribed and analyzed by topic. This can be adapted for research teams, consulting firms, or industry publications.
Receive a daily market and competitor briefing
This workflow brings industry articles from RSS feeds into a regular briefing. It can be adapted for consulting, marketing agencies, or product teams.
Create social posts from new website content
A workflow connecting website monitoring with social content generation. It can be adapted for a content agency or a company using professional network and social network.
Share concise email summaries with your team
Turn selected incoming emails into short summaries for colleagues who need shared customer or project context.
Keep a weekly tracker of competitor activity
Gather competitor product news, hiring activity, and public posts into a weekly tracking sheet and concise team briefing.
Find shared problems across support tickets
Group support tickets that describe the same problem and prepare an engineering issue with evidence and a shared response.
Prepare sales talking points for a specific prospect
This workflow connects public information about a prospect with your product’s value. It supports preparation for a tailored B2B pitch.
Audit an article and suggest SEO improvements
An agent analyzes an existing article and its search context. Useful for SEO specialists, content teams, and agencies.
Review search ads alongside competitor data
An agent combines search ads platform account data with external research on ads and landing pages. It can be adapted for an advertising agency or e-commerce business.
Answer internal questions with human approval
AI drafts an answer from a knowledge base, then a colleague approves sending it in team chat. This can be adapted for internal support at an agency or IT company.
Bring product feedback from multiple channels together
This workflow combines messages, forms, and customer context into a shared feedback database with AI search. Designed for product teams.
Create a welcome package for a new employee
A new hire’s form generates emails, team messages, and an IT request. This can be adapted for a growing company using office suite and team chat.
Compare software vendors
Research suitable vendors and compare pricing, requirements, and documented capabilities in a decision sheet.
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154–170 of 371 workflows