Score a lead or opportunity against an ideal-customer-profile fit check. Trigger when the user pastes a lead/company and asks "is this a fit", "should I pursue", or to qualify/score a lead against the ICP.
Turn what sales hears in the field into marketing actions. Trigger when a meeting note or call recap surfaces a recurring objection, a competitor mention, the buyer's own language, a missing proof point, or a win/loss reason — or when the user says "log this for marketing", "what should marketing know", or "field…
Build a pre-meeting briefing — who's in the room, what they care about, your goal, and the questions to ask. Trigger when the user asks to prep for a meeting or call, "what should I know before", or names an upcoming meeting.
Run the Won→onboarding handoff — the seam most teams drop. Trigger when a deal is marked won/closed-won, when the user says "we won X", "hand this off to onboarding", "kick off the new customer", or "onboarding checklist".
Route post-sale and field signals into product's roadmap queue, and write the buyer-facing line for anything shipped. Trigger when the user says "what should product hear", "triage the roadmap signals", "route this to product", "feature request", or "what does this feature mean for the buyer".
Turn a customer's recent calls, adoption signal, and roadmap status into a QBR brief that leads with the outcome they bought. Trigger when a quarterly business review is coming up, before a renewal or value-review call, or when the user says "QBR prep", "build the QBR", "quarterly review for X", or "value review".
Turn what customer success hears after the sale into product and retention actions. Trigger when an onboarding note, QBR, support thread, or usage review surfaces adoption friction, a churn-risk signal, a feature request that blocks expansion, or a customer who's ready to grow — or when the user says "log this for…
Draft a short status update from recent daily-log entries. Trigger when the user asks for a status update, a weekly update, or "what should I tell my team / manager / board".
Cluster a batch of support tickets or threads into ranked product themes, then hand them to product-signal for the roadmap. Trigger when there's a pile of support tickets, or the user says "what are the tickets telling us", "cluster these tickets", "support themes", "top issues this month", or wants raw support volume…
Triage a list of incoming items into do-now / schedule / delegate / drop. Trigger when the user pastes a list and asks to triage, prioritize, or "what should I do first".