03 / More company workflows
Put approved information
to practical use.
Start with a defined deliverable, an appropriate data boundary, and a reviewer. These examples include work across your company and industry-specific considerations.
Less time assembling reports
Turn recurring reporting into a reusable assignment so your team can spend more time acting on the update. Assemble approved notes and figures with source references, blockers, and proposed next steps. Verify evidence, totals, and owners, and agree on recipients before scheduling or distribution.
Explore scheduled work ↗
A clearer view of the opportunity
Explore customer needs, markets, and alternatives before investing in a new offer. Compare public sources and approved company knowledge with citations and open questions. Check source quality, and keep confidential material out of external searches unless that use is approved.
Explore Deep Research ↗
Tools that make room for growth
Prototype an internal workflow tool or a customer portal to support more work and a clearer service experience. Start with fictional records, then test a local preview. Deploy a website or web app to supported hosting only with the required account access and authorization; a local preview is not an online release. iOS work covers building, testing, and preparation for App Store submission, not guaranteed Apple acceptance. Review generated code, security, access controls, accessibility, and operational readiness before any authorized deployment.
Explore Web App Builder ↗
Stronger customer follow-through
Organize the next response and follow-up so opportunities don’t get lost in the handoff. Draft customer replies and follow-up lists using supported customer records and follow-up activities. An external CRM connection and a separately built CRM are distinct from the built-in business workspace. Assign AI employees for defined roles only with clear instructions, permissions, and oversight. Confirm recipients, messages, and record changes before action.
Phone calling is separate from media generation. Calling Agent beta setup was still upcoming on October 10. Confirm release readiness, supported destinations, and applicable service terms before planning live calls. Each call needs separate authorization, a consenting recipient, and any required disclosures. No unsolicited marketing calls.
Proposals that move the conversation forward
Turn an approved customer brief into tangible documents, reports, proposals, presentations, and guides. Use natural, audience-aware writing and review the tone with the intended reader in mind. Confirm watermark-free export coverage for the format you need. Give your team more time to pursue revenue opportunities instead of rebuilding sales material. Verify scope, pricing, recipient permissions, and claims; keep internal notes private and obtain approval before sending.
Explore drafting tools ↗
Campaigns that support your next offer
Create coordinated content to introduce a service, reach prospective customers, and support your team’s sales conversations. Use Media generation for draft images, video, and audio. Keep social media management for organic posts and comment replies separate from paid advertising management for campaigns, audiences, budgets, and reporting. Confirm supported accounts and authorize each publishing or spending action. Verify claims, rights, consent, and disclosures before publishing or buying ads. Media generation may carry separate usage costs.
Law and professional services
Organize public-source research and draft matter outlines. A lawyer verifies citations and conclusions. Confirm confidentiality, privilege, consent, and applicable agreements before using client material.
Property management
Draft maintenance procedures and owner-report templates with fictional tenant records. Keep screening, notices, and legal decisions under appropriate human review.
Real estate
Prepare listing materials from approved property details. Verify facts, image rights, disclosures, and fair-housing requirements before release.
Healthcare operations
Draft nonclinical training and administrative prototypes without patient information.
Protected health information requires a suitable written agreement, including a BAA where applicable, and confirmed technical safeguards. Clinical judgment stays with clinicians.
Insurance and advisory teams
Compare public policy wording and prepare educational drafts. Qualified people validate coverage and disclosures and retain responsibility for underwriting, eligibility, and claims decisions.
These examples are workflows to evaluate, not certifications or guarantees of suitability for regulated data. Match the information, permissions, and written commitments to your intended use. Review security and privacy.