	A	B	C	D	E	F	G	H
1	Use Case ID	Use Case	Business Area	Category	Outputs	Key Integrations / Inputs	Observed Impact	Prompt

2	GTM
3	UC-028	Sales Follow-Up Email Custom Skill	GTM	Sales enablement / outreach automation	Personalized follow-up emails with next steps generated from call transcripts	Call transcripts (manual paste), meeting notes, style reference emails	Saves drafting time and keeps deals moving with concise, actionable follow-ups	Take the following call transcript and generate a personalized follow-up email referencing specific details, keeping tone concise and aligned to my writing style, and ending with a clear next step. Include variation options if helpful.
4	UC-026	Automated Seasonal Moment & Ad Copy Planning System	GTM	Revenue enablement / marketing planning	Color-coded seasonal planning table and Rokt-compliant ad copy drafts	Brand account data, event calendars, Rokt ad copy guidelines, Gmail draft scheduling	Shifts client strategy to proactive tentpole planning; ensures no seasonal moment is missed and scales across accounts	I'm an Account Manager and I'd love help pulling something comprehensive together. For my current accounts [listed], take a look at each brand's value props and build out a marketing planning calendar covering all key moments — major holidays, cultural events, seasonal trends, and big sports moments. For each event, include timing for when creative development should begin and when campaigns should launch, factoring in policy and client approval cycles. Draft compliant ad copy for every event based on our ad copy guidelines. Organize into a clean table plus a scalable config file that lets me add or remove brands without rebuilding the framework. Set up a daily draft email scheduled for 9 AM ET each morning with the full calendar status and sample ad copy — draft form only, never auto-send.
5	UC-033	Cross-Agency & Cross-Market Whitelisting Gap Analysis	GTM	Data analysis / client reporting	Comprehensive spreadsheet highlighting cross-agency and cross-market approval conflicts	14 CSV files across 6 international markets with domain and approval data	Identified 60+ live partner conflicts and delivered actionable client-ready insights while standardizing inconsistent source data	"I need to work on an analysis comparing whitelisted sites for campaigns across agencies and markets. I want to compare (1) differences between the same countries across both agencies — e.g., a site approved for Agency A but not Agency B — and (2) whitelisted sites across different markets — e.g., site.com approved for one country but not another. Flag all discrepancies."
6	UC-013	Automated ICP Scoring Engine (Top 50 Outreach List)	GTM	Sales targeting / research automation	Ranked scoreboard + Google Sheet rows	Brand lists; LinkedIn; brand sites/pricing pages; internal USA/EMEA advertiser CSVs	Batch-processes 10–15 brands at a time and outputs ready-to-paste Google Sheet rows with factor scores, justifications, flags for estimates, calibration against Rokt performance data, and anomaly callouts—turning days of manual research into faster batch results.	"You are a BD scoring assistant. Score each target brand against this locked 12-factor ICP framework using exact toggle values. Research: company size, offer strength, LTV from pricing pages, sign-up flow complexity, geographic footprint. Apply the revenue likelihood multiplier based on offer quality. Output: a single table row per brand with all factors scored, flags for estimates, and a composite ICP Score. Process brands in batches of 10–15, provide running stats, and call out scoring anomalies or data conflicts. Use attached advertiser performance CSVs to calibrate what actually performs in our network."
7	UC-005	Point-in-Time Deal Overview Brief (Enterprise Client)	GTM	Sales / deal strategy	HTML deal overview + visual relationship map	HubSpot, email, chats, Google Slides, Google Docs (as referenced)	Generated a digestible HTML deal overview (plus PDF attachment referenced). Build time ~1 minute.	"Can you help me with an executive deal overview? Build an org map showing who's playing a critical role and who's not. Pull from HubSpot, my emails, chats, and Google Drive to identify the core stakeholders and where each stands in the deal."
8	UC-006	Weekly Monday Morning client relationship briefing	GTM	Client relationship management	Monday morning briefing (chat or doc) with recommended actions	News search (and potentially finance/earnings sources)	Produces a weekly client activity summary with action items grouped by urgency (this week, near term, monitor).	"I want a Monday morning brief on all top headlines for my key accounts over the last week. Include: notable headlines, earnings highlights, hiring updates (new executives, layoffs), and recommended action items — e.g., outreach for product launches or congratulations for new hires."
9	UC-007	Project Dashboard for Client Integration & Expansions	GTM	Project management / client delivery	Interactive project dashboard/tracker	Google Calendar, Gmail, Google Chat, Slack, Jira, Conversation intelligence platform (as referenced)	Centralized tasks and timelines for the Fanatics Pay+ integration and related workstreams, with connections to communication systems; video referenced as output.	"Take this integration guide and help me build a project dashboard. Bring in all external communication with the client via Calendar, Gmail, Chat, and Slack, and connect it with internal tooling like Jira tickets and call recordings."
10	UC-049	Automated Account Transition Brief Skill	GTM	Account management automation	2–3 page Markdown transition brief generated from account files and connected systems	HubSpot, Slack, Google Drive, Conversation intelligence platform transcripts, campaign trackers, QBR decks	Reduces manual handover synthesis time and standardizes account transition documentation with a single command	Invoke the transition-brief skill with "Build a transition brief for [Account Name]" and allow Claude to read connected systems and account files to generate a structured Markdown brief.
11	UC-023	Google Drive Book of Business Restructure	GTM	File organization / workflow optimization	Standardized Google Drive folder structure aligned to preferred framework	Google Drive (Folder A reference structure, Folder B historical files)	Saved hours of manual reorganization and reduces ongoing friction when navigating inherited account files	"Using Folder A as a base, review all files in Folder B and organize it to match the folder structure in the initial folder."
12	UC-031	Claude as Data Consolidation & N8N Flow Refinement Partner	GTM	Data consolidation / workflow optimization	Refined N8N automation flows with improved detection logic	N8N workflows, structured datasets, policy documentation	Improved detection performance and reduced manual spreadsheet analysis	Review the dataset and detection policy, identify gaps in the automation flow logic, ask clarifying questions, and revise decision logic to improve detection accuracy.
13	UC-041	Claude Skills Framework & “Task Observer” Iteration Model	GTM	Workflow standardization / skill-based automation	Reusable Claude skills that standardize outputs and improve over time via a task observer meta-skill	Claude Co-work skills framework, meeting transcripts, brand guidelines, feedback loops	Improves output consistency, reduces revision cycles, and enables self-improving automation across repetitive workflows	N/A
14	UC-037	Automated LinkedIn Alert Gifting Workflow	GTM	Revenue enablement / relationship automation	Automated gifting opportunity notifications with suggested message, priority, and reasoning	External data enrichment provider LinkedIn alerts, N8N, HubSpot, Google Workspace, Claude extension	Proactively surfaces gifting opportunities to reps, increasing consistent “stay top of mind” touchpoints and reducing manual decision effort	N/A
15	UC-040	Client Drive File Router (Approval-Based Automation)	GTM	Workflow automation / file governance	Automated staging and routing of client files from personal Drive to shared drive with approval control	Google Drive, Google Apps Script, Control Panel spreadsheet	Improves shared drive hygiene and prevents file fragmentation while maintaining user approval safeguards	Build a Google Apps Script that scans Drive for client-named files, logs matches in a control sheet, notifies via email, and moves approved files to the correct shared drive folder.
16	UC-071	Customer data platform (CDP) End-to-End Data Flow Simulator (Interactive Dashboard)	GTM	Interactive product visualization / technical enablement	Replit-hosted interactive simulator visualizing full Customer data platform (CDP) data flow with consent logic and exportable security architecture diagrams	Customer data platform (CDP) documentation, Rokt design system CSS tokens, SDK schemas, security & compliance documentation, Replit	Delivered a fully interactive, technically accurate data flow simulator with board-ready architecture exports, accelerating technical sales and security conversations	Build an interactive data flow simulator using live product documentation, accurate SDK schemas, security controls, consent logic, and brand design tokens to visualize end-to-end event processing and export formal architecture diagrams.
17	UC-072	iOS Demo Screenshot Cleanup Automation	GTM	Content polish automation / image cleanup	Pixel-clean demo screenshots with recording indicator removed while preserving status bar elements	Screenshot images, Claude image processing prompt	Reduced manual image cleanup from slide-by-slide editing to under a minute with pixel-accurate output ready for sharing	Detect the status bar overlay in screenshots, sample surrounding color, replace the overlay region while preserving status icons, and output clean images.
18	UC-019	GTM-SKA CEO Weekly Update Automation	GTM	Executive reporting automation	Ranked CEO-ready summary (top 5 impact updates) delivered via email + Google Doc	HubSpot, Top200 adoption & penetration data, Google Chat (Weekly Updates thread)	Saves 60+ minutes weekly; improves prioritization and accuracy of CEO reporting	N/A
19	UC-034	Self-Service A/B Experiment Length Estimator (Go/Experimentation / feature flag platform)	GTM	Experiment design / statistical tooling	Interactive web-based tool estimating required experiment duration for statistical significance	Cursor, Claude-4.6-opus-high, Chrome extension, statistical experiment methodology	Enables self-service experiment planning for AMs and analysts, reducing repetitive analytics requests and improving statistical understanding	N/A
20	UC-061	Automated Earnings Call Intelligence Pipeline	GTM	Market intelligence automation / sales enablement	Daily AI-generated earnings call briefings delivered to Google Chat with key metrics, executive quotes, and outreach angles	HubSpot watchlist, EarningsCall.biz API, OpenAI GPT-4.1, Workflow automation platform, Google Chat	Delivers earnings insights the morning after publication, eliminating manual transcript hunting and enabling immediate, informed outreach	Build a daily workflow that pulls a target watchlist from the CRM, checks an earnings transcript API for new calls, analyzes transcripts for key metrics and outreach angles, and posts a formatted summary to the team messaging channel.
21	UC-011	Placement health monitoring system (visual regression + SDK-based signals)	GTM	Product reliability / monitoring	Python prototype + alerting + strategy/architecture doc	Rokt Web SDK; Playwright; Google Chat alerts	Two-track solution: (1) Playwright-based visual regression tool deployable in 1–2 days; (2) rollout plan for an SDK-based PlacementHealthService leveraging existing Web SDK footprint. Delivered Python prototype modules, Chat alerting integration, and a strategy document with architecture, legal review, timeline, and resourcing comparisons.	Used Cowork to research the existing monitoring stack and SDK services, identify gaps in current health monitoring (subtle visual defects, overlay coverage, render-time degradation), then design a complementary monitoring system extending the SDK already deployed on partner sites — no client dev work required. Claude generated the Python prototype, drafted and formatted the rollout plan, and iterated on a two-track timeline with comparison tables across multiple sessions.
22	UC-042	Rokt Placement Demo Generator (Partner-Themed Replication Tool)	GTM	Sales enablement / demo automation	Live interactive Rokt placement demo themed to partner styling across desktop and mWeb	Partner screenshots, extracted styling JSON, Replit, Rokt layout guidelines	Accelerates sales cycles by generating fully interactive, partner-branded Rokt demos without heavy design or engineering support	Analyze partner screenshots and styling configuration, merge with layout guidelines, and build a themed product overlay for desktop and mobile.
23	UC-043	Post-Meeting Architecture Diagram + Client Email Automation	GTM	Workflow automation / technical enablement	Interactive Excalidraw architecture diagram plus client-facing Gmail draft generated from meeting notes	Granola MCP (AI meeting notes), Excalidraw, Gmail, Claude Co-work	Reduced post-call follow-up from 30+ minutes to under 10 minutes while keeping technical diagrams and client communication fully aligned	Pull meeting notes from the meeting notes tool, create an architecture diagram from the discussion, iterate visually, then draft a client-facing email in Gmail detailing the architecture and next steps.
24	UC-050	Automated Customer success platform Contact Sync App	GTM	Client data automation / CRM hygiene	Daily surfaced list of new stakeholder contacts with approval-based sync to Customer success platform	Gmail, Google Calendar, Customer success platform	Replaced manual contact logging with automated daily scan and approval workflow, improving CRM hygiene and freeing CSM time	Build a contact sync app that scans Gmail and Calendar for new contacts not in the CRM, deduplicates them, allows approval, and pushes approved contacts to the CRM on a daily schedule.
25	UC-060	Automated Rollout Status Tracker (Claude Code)	GTM	Status tracking automation / multi-channel aggregation	Daily automated Google Sheet status tracker pulling and summarizing Google Chat updates	Claude Code, Google Chat API, Google Sheets API, macOS launchd scheduler	Replaced 15–30 minutes of daily manual status checking with a fully automated 9am update pipeline across 8+ AM conversations	Build a script that scans messaging DMs for rollout-related keywords, summarizes new messages, appends timestamped updates to a Google Sheet, and runs daily.
26	UC-067	AI-Powered RFP/RFI Skill (Multi-Agent Workflow)	GTM	Sales enablement / multi-agent document automation	Automated first-draft RFP/RFI responses generated using call transcripts, verified answer bank, and live documentation context	Conversation intelligence platform transcripts (via Workflow automation platform webhook), Customer data platform (CDP) documentation, Rokt Code Guru knowledge base, historical RFP answer bank	Reduced initial RFP effort by ~2 full days and created a reusable skill that compounds in quality as more completed RFPs are fed back into the system	Run an RFP skill that reads the incoming RFP document, matches questions to a verified answer bank, pulls live documentation context, incorporates prospect-specific call insights, and generates a structured first draft response.
27	FINANCE
28	UC-020	FP&A Analyst Agents via Financial planning platform Integration	Finance	Financial planning / structured data analysis	Instant answers to forecasting and performance questions using structured business data	Financial planning platform, ERP system, HRIS, Data warehouse, HubSpot	Transforms hours of analyst work into instant insights; major productivity lift for FP&A	N/A
29	UC-002	Interactive leadership dashboard from Monthly Financial Pack PDF	Finance	Leadership reporting / dashboarding	Interactive HTML dashboard (Google Sites)	PDF input; Google Sites; Rokt SSO	Turned a static PDF into an interactive 8-section dashboard with ~20 charts and sub-tabs. When a revised PDF arrived, Cowork diffed and refreshed the site in one session. ~1 hour prompting vs days of manual web development.	"I've uploaded the working draft of the Monthly Financial pack. What do you think would be the most impressive way to turn this static PDF into a compelling format for leadership?" → after iteration: "My team has made some changes. Please review all slides and update the HTML code so I can publish the site for senior leadership. Use the same tab structure but add any new charts to the appropriate place in the dashboard."
30	UC-003	Mid-month payroll reconciliation review across regions	Finance	Finance ops / reconciliation	Variance summary document	Uploaded payroll reconciliation files	Cross-checked data, flagged anomalies, and produced a written variance summary in minutes instead of a couple of hours of manual review (no errors ultimately found).	"Help me review the mid-month payroll files for [regions]. [Upload reconciliation files.] Please check for accuracy and flag anything that looks off."
31	UC-024	Claude Genius Bar: Finance AI Integration & Data Strategy Session	Finance	AI integration / data governance / workflow enablement	Session summary and integration framework for secure AI experimentation	ERP system, Financial planning platform, HRIS, Google Calendar, Gmail, API tokens, MCP, Google Cloud Platform	Improved alignment on secure AI experimentation and data strategy; established foundation for scalable Finance workflow automation	N/A
32	UC-027	AR Collections Dashboard Automation	Finance	Finance reporting / dashboard automation	Scripted AR enrichment + HTML leadership dashboard	ERP system export, Excel source data, HTML generation	Improved AR visibility and reduced manual prep by converting spreadsheets into an executive-ready dashboard	"I've uploaded the source data. What do you think would be the most impressive way to turn this Excel doc into a compelling format for leadership? HTML may be a great format."
33	UC-039	Automated Zip Bills Invoice Reminder Plugin	Finance	Finance ops automation	Grouped Google Chat reminders for invoices >4 days outstanding with clickable links	Zip Bills, approval workflow logic, Google Chat, Claude plugin	Saves ~2 hours weekly by replacing manual invoice chasing with a single automated command	Build a workflow that logs into the billing platform, identifies invoices past due, and sends automated reminder notifications to vendors.
34	UC-068	Generic Receipt Recognition & Audit Sampling Automation	Finance	Financial audit automation / document processing	Automated PDF extraction and renaming pipeline with GL sampling match and FX normalization	Navan PDF exports, coordinate-based PDF text extraction, GL journal data, currency conversion logic	Renamed 3,217 receipts with zero failures and matched 39/40 sampled GL entries to supporting PDFs, replacing days of manual audit work with a reusable automated pipeline	Build a pipeline that extracts traveller name, merchant, and date from receipt PDFs, renames files to a readable format, and matches GL journal samples to corresponding receipts with currency normalization and anomaly detection.
35	PEOPLE
36	UC-001	Daily Morning Papers intelligence briefing	People	Executive productivity / daily briefing	Markdown brief (morning-papers-[YYYY-MM-DD].md) with sections and Top 3 Actions	Google Chat, Gmail, News search, Google Calendar	Replaced 25+ minutes of manual scanning with an automated ~2-minute generation plus ~5 minutes reading; includes prioritized top actions.	Create a daily "Morning Papers" briefing — a 15-minute scannable document to stay across what happened overnight. Think of it as a personal intelligence briefing. What I Want Covered: 1. MESSAGES — scan overnight messages and flag threads where I'm mentioned, a key person comments, or a priority channel has activity 2. EMAIL — flag anything urgent, from key senders, or requiring a calendar response; skip newsletters and promotions 3. NEWS — search for overnight news on our company, industry trends, competitors, and macro topics; flag anything requiring action 4. TODAY'S AGENDA — list all meetings with times and context; flag conflicts and prep needed Format: clean markdown with flagged messages, email table (Priority \| From \| Subject \| Note), news grouped by topic, agenda table, and Top 3 Actions for the day. Tone: direct and opinionated — signal, not noise.
37	UC-025	Difficult Conversation Simulator	People	Communication coaching / leadership development	Interactive role-play simulator with coaching, scoring, and debrief	Claude role-play framework	Provides private high-stakes conversation rehearsal; improves clarity, assertiveness, and empathy through structured practice	You are a Difficult Conversation Simulator and Communication Coach. Help users rehearse high-stakes conversations by role-playing the other person, coaching delivery in real time, and producing interactive practice tools. Phase 1 — Intake: gather context (who they're talking to, core issue, biggest fear, desired outcome, relationship dynamic, prior feedback history) Phase 2 — Strategy Brief: provide suggested opening line, phrases to avoid, likely reactions, emotional landmines, and a 5-step conversation structure Phase 3 — Interactive Scorecard: build a React artifact with 6 rounds covering the full conversation arc, each with the other person's likely line, a text field for the user's response, coaching tips, a revealable strong example, and self-rating sliders for Clarity, Assertiveness, and Empathy Phase 4 — Offer to continue with: live role-play in chat, a prep document, or a debrief doc for alignment
38	UC-044	go/orgflow — Interactive Org Restructuring Simulator	People	Org design / scenario simulation	Interactive drag-and-drop org chart with real-time Healthy Org metric calculations and slide export	Org CSV data, Healthy Organization framework metrics	Enables real-time org restructuring simulations with before/after metrics and exportable leadership-ready materials	Build an interactive org chart from CSV that supports drag-and-drop manager changes, terminations, real-time org health metric recalculation, and export to CSV, screenshot, and slide deck.
39	UC-047	Automated Contractor Onboarding Notification Bot	People	HR workflow automation	Automated Google Chat notifications for new external contractors with location-based routing and tailored action items	HRIS API, HRIS Tables API, Google Apps Script, Google Chat webhooks, Admin SDK	Eliminated manual contractor monitoring, ensured stakeholders are notified within an hour, and prevented onboarding delays or missed setups	Build an hourly HRIS monitoring bot that detects new contractors, routes notifications based on location and contractor type, @mentions stakeholders in Google Chat, and handles future-dated records with fallback logic.
40	UC-045	“Always-On” People Team Brain — Automated Ideation & Execution Engine	People	Process automation / ideation pipeline	Automated Google Sheet generating 60+ improvement ideas weekly with auto-created implementation tabs	Google Sheets, backend automation logic, AI-generated idea pipeline	Creates a continuous improvement engine that converts approved ideas into structured project plans automatically	Create a spreadsheet that generates 10 People Team improvement ideas every 4 hours, includes approval checkboxes, and auto-creates a new project tab with a drafted implementation roadmap when approved.
41	UC-018	Daily Compliance Automation Workflow	People	People Ops automation / compliance	Automated compliance tracking and notification workflow with escalation logic	Google Workspace, notification triggers, structured follow-up logic	Eliminates manual compliance chasing; designed to drive completion toward 100% and embed proactive accountability into system	I have a spreadsheet of employees with compliance training statuses (columns: First Name, Last Name, Email, Department, Location, Manager, Manager Email, Overdue Course Count, Overdue Courses). I need you to: 1. Read the spreadsheet and identify anyone with Overdue Course Count > 0 2. For each non-compliant employee, send them a direct message in Google Chat with a personalized reminder including their name, number of overdue courses, which courses, and a request to complete within 48 hours 3. Keep tone professional but direct 4. Show me a dry run before sending anything live
42	UC-004	Interactive hiring analytics dashboard from HRIS exports	People	People analytics / hiring insights	Interactive dashboard with sub-tabs and color-coded metrics	HRIS CSV exports	Surfaced hiring, attrition, and interview pattern insights that would have taken weeks manually; ~1 hour prompting.	"I have a CSV export from our HRIS with hiring data. Can you build me an interactive dashboard I can share with leadership? I want it to break down the data across multiple views with charts, filters, and trend tracking." Then through iteration: "Organize it into sub-tabs so viewers can explore different slices. Color-code key metrics green, yellow, and red so trends jump out visually. Add side-by-side comparisons and include clear definitions for each section so anyone opening it for the first time can follow along."
43	PRODUCT & ENGINEERING
44	UC-021	Technical Infrastructure Explainer Automation	Product & Engineering	Technical enablement / cross-functional knowledge	Technical analysis + presentation-ready slides generated fully within Cowork	Claude Skills, RoktGPT, internal infra knowledge, Experience Amplifier	Democratizes access to technical insights; removes need for engineering gatekeeping	N/A
45	UC-066	AI-Generated Age Prediction Model (Customer Profile Identity Initiative)	Product & Engineering	Predictive modeling / AI-assisted ML pipeline	Complete AI-generated modeling notebook including EDA, feature selection, leakage testing, and validation	Customer data platform (CDP) aggregated session data, ROKT employee survey dataset	Model improved age prediction error from ~15 years to 7–8 years with zero manual code written, accelerating model development from days to hours	N/A
46	UC-065	AI-Coded Customer data platform (CDP) Troubleshooting & MCP Prototype Concept	Product & Engineering	AI-powered data analysis / troubleshooting automation	AI-generated scripts extracting full event payloads to diagnose customer data issues and prototype conversational troubleshooting tool	Customer data platform (CDP) internal API, Cursor AI, Google Ads event validation logs	Reduced multi-day troubleshooting into hours by generating proof of event duplication patterns and enabling scalable AI-assisted diagnostics across multiple customers	N/A
47	UC-022	FY26 People Months Dynamic Consolidation	Product & Engineering	Finance ops / data automation	Automated FY26 headcount and claim-rate summary tab with ARRAYFORMULA logic	Google Sheets, Apps Script, quarterly headcount tabs, claim allocation tables	Zero manual consolidation; live-updating model across 114 employees	"In the People Months tab, create dynamic columns. Deduplicate IDs across quarters. Look up Full Name, Cost Center, and Leaf Team. Correct Cost Center values where needed. For key leaders, dynamically look up their months and max engineering months from the relevant tab. Add a Claim Rate column = RnD Months / Max Eng Months. Use Apps Script to inject all formulas."
48	UC-070	A/B Experiment Plan Skill (Data-Connected & Sample Size Automation)	Product & Engineering	Experiment design automation / statistical planning	Formatted 2–3 page experiment plan document with live baseline data, sample size calculations, and sensitivity scenarios	Tableau, Google Sheets, statistical sample size logic, Claude skill framework	Reduced experiment planning time from 1+ hour to ~15 minutes by automating baseline pulls, runtime calculations, and document drafting	Start an experiment plan by describing the test, allow the skill to interview for details, pull baseline data from analytics tooling, calculate sample size and runtime, and generate a formatted experiment plan document.
49	UC-035	Sequential Post-Meeting Workflow Skill	Product & Engineering	Workflow automation / meeting productivity	Client follow-up email, internal GChat summary, personal task list, and calendar focus prompt generated sequentially	Meeting transcripts, Gmail, Google Chat, Google Calendar	Reduced post-meeting processing from 30–45 minutes to under 5 minutes while keeping all outputs aligned through sequential dependency logic	You are helping [user] process notes from an external meeting. Produce three outputs in sequence — each one informed by what was actually sent in the previous step. Step 1 — Client follow-up email (warm and professional, 150–300 words, plain text for Gmail). Wait for confirmation it was sent before moving on. Step 2 — Internal chat summary using the sent email as reference. Include attendees, a narrative intro, and emoji-labeled status sections (✅ confirmed, 🟡 under review, 🧭 roadmap, ⚠️ watch-outs). Step 3 — Personal task list (user's tasks only). Numbered with priority and timeframe. Step 4 — Book a 30-min focus block in Google Calendar within the next 2 business days. Confirm the time before saving.
50	UC-064	Pre-Meeting Prep Skill (Dual Output: GChat + Attendee Brief)	Product & Engineering	Meeting preparation automation / skill-based workflow	Formatted internal GChat pre-meeting brief plus .docx attendee research document with transcript-backed insights	Meeting invite screenshot, transcripts, LinkedIn research, email context, Claude skill logic	Reduced pre-meeting prep from ~20 minutes to under 5 minutes while standardizing format and incorporating transcript-based attendee intelligence	You are helping prepare for an upcoming external meeting. Produce two outputs. Output 1 — Messaging app pre-meeting brief: goal, context bullets, today's agenda topics, watch-outs, and a link to the attendee brief. Keep under 300 words; tone is candid and internal. Output 2 — Attendee brief (.docx): one section per external attendee with name, title, LinkedIn, 2–3 sentence background, what they've said or pushed for in past meetings (with specific quotes from transcripts), and what to expect going into this call.
51	UC-014	Centralized tasks and timelines for an Enterprise Client's integration and related workstreams, with connections to communication systems; video referenced as output.	Product & Engineering	Data quality / technical investigation	Table + CSV with delay metrics and late-risk flags; summary stats	Customer data platform (CDP) Customer 360 (User Activity) API	Produced shareable evidence that upstream duplicate/incomplete data and late events were contributing to activation/forwarding issues, accelerating stakeholder alignment on fixes.	Build a script that: 1. Takes a list of user IDs as input 2. Fetches each user's activity/events from the Customer 360 API 3. For each event, extracts event_timestamp and batch_timestamp 4. Computes delay_hours = batch_timestamp - event_timestamp 5. Outputs a table + CSV with columns: user_id, event_name, event_timestamp, batch_timestamp, delay_hours, and a Late Risk flag where delay_hours > 21 6. Includes summary stats (count + % Late Risk, and top event types by Late Risk rate)
52	UC-069	Agentic CDP Landscape & Pain Point Synthesis	Product & Engineering	AI-powered research synthesis / competitive analysis	Structured competitive landscape and customer pain point report generated from Conversation intelligence platform recordings and market research	Claude Projects, Conversation intelligence platform AI call recordings, competitive CDP research	Half-day delivery of a research package that typically requires ~2 weeks, grounding product strategy in synthesized competitive and customer evidence	Run a landscape analysis across CDP competitors, extract customer pain points from call transcripts, and synthesize findings into a structured report highlighting patterns, use cases, and agentic opportunities.
53	UC-009	Scheduled email drafting assistant (every 2–3 hours)	Product & Engineering	Email productivity / automation	Gmail drafts; emails remain unread	Gmail via Cowork Chrome extension; Google Calendar for scheduling context	Creates draft responses for new emails on a recurring schedule while enforcing strong guardrails (never send/modify inbox state).	Shortcut scheduled every 2–3 hours: Go through my unread emails. For each one, decide whether it needs a reply from me. Process newest first. Skip these (leave unread): Google Workspace comment notifications, automated system alerts, marketing/newsletters, FYI-only emails. For emails that need a reply: 1. Read the full thread for context 2. Check my calendar if the email involves scheduling 3. Decide Reply vs Reply All based on who needs to see it 4. Draft a response matching tone to sender type (external: professional; internal: friendly and concise; leadership: respectful and direct) 5. Use placeholders like [CONFIRM YES/NO] when lacking context 6. Type the draft into the compose window — do NOT click Send 7. Mark the email as unread after drafting Critical rules: never send, archive, delete, move, or label any email.
54	MARKETING
55	UC-052	Webflow + Social Metrics Automation	Marketing	Content publishing / performance reporting automation	Automated blog publishing to Webflow and weekly social performance dashboard with summarised insights	Webflow, Sprout Social API, Google Sheets, Google Docs, UTM tracking	Replaced manual publishing and reporting workflows; enables faster content deployment and clearer performance insights across channels	N/A
56	UC-053	AI-Driven Paid Media Dashboard (Multi-Agent Architecture)	Marketing	Paid media analytics / AI dashboarding	Automated paid media dashboard with historical backfill, live campaign storage, QA, and chatbot layer	Meta API, LinkedIn API, Google Ads API (planned), Replit, OpenAI (Claude planned)	Building toward AI-powered cross-channel dashboard capable of answering performance questions and surfacing insights autonomously	N/A
57	UC-054	Content Workflow Agent + Analytics platform Dashboard Integration	Marketing	Content operations automation	Daily AI-generated content consolidated into running Google Doc with automated Analytics platform dashboard updates	Claude, Analytics platform MCP, Google Docs	Replaced manual weekly reporting with automated content pipeline and live dashboarding aligned to priority themes	N/A
58	UC-055	Finance Systems & Expense management platform Charge Automation	Marketing	Financial tracking automation	Automated Expense management platform charge tracking and streamlined cross-team monthly reporting	Expense management platform, Google Sheets, Finance systems	Reduces manual charge entry and missed expenses while improving cross-team financial reporting efficiency	N/A
59	UC-056	Gifting Inventory Threshold Automation	Marketing	Inventory automation / alerting	Automated inventory monitoring with threshold-based alerts and surfaced reorder pages	Claude/Cowork, inventory tracker system	Prevents stock shortages by proactively alerting when inventory drops below defined thresholds while retaining human approval	N/A
60	UC-057	Studio Capacity Planning Dashboard	Marketing	Resource planning / capacity modeling	Aggregated studio workload dashboard pulling from Asana, Jira, and Google Calendar	Asana, Jira, Google Calendar	Reduces manual board checks and moves toward data-driven capacity planning despite ongoing iteration on time estimation accuracy	N/A
61	UC-058	HubSpot AI Governance & Write-Access Controls Insight	Marketing	AI governance / platform limitations	Documented HubSpot read-only limitations and write-access implications for AI workflows	HubSpot, Claude	Captured key governance lessons around AI write permissions and platform constraints, informing safer AI deployment practices	N/A
62	UC-059	NYC Office Visitor Automation	Marketing	Workflow automation / office operations	Automated visitor intake workflow with calendar invites and stakeholder task notifications	Google Forms, Google Calendar, Email automation	Eliminated manual monitoring of visitor submissions and ensured timely setup notifications for Hi-Tech and office teams	N/A
63	LEGAL
64	UC-010	Automated contract filing from Jira to Google Drive Contract Vault	Legal	Legal ops / document management	Filed PDFs in Contract Vault + Jira ticket comment confirmation	Jira Legal Service Desk; Google Drive; Google Apps Script	Replaced repetitive manual downloading, classifying, renaming, uploading, and ticket updates with an hourly automated process using Google Apps Script + Claude; avoids duplicates and comments back to the ticket.	"I have helpdesk tickets that contain fully executed contract PDFs as attachments. I need them filed to specific folders in our Google Drive Contract Vault based on agreement type (NDA, MSA, Vendor Agreement, etc.), counterparty name, and region. The script should run on a timed trigger, rename files with a standard convention, avoid duplicates, and leave a comment on the ticket confirming where the document was filed. I've also attached a PDF of our internal filing rules."
65	UC-012	Partner Call Intelligence Briefs from Agreements & Redline History	Legal	Legal + GTM enablement	Structured ~2-page positioning brief (table format) + automated distribution	Google Calendar; email distribution; agreement docs + redlines; reference playbook	Replaced 60+ minutes of manual pre-call prep with automated briefs that anticipate partner pushback, provide ownership (lead/support), fallback options, and pre-approval flags. Includes a scheduled shortcut that scans calendar for partner calls and distributes briefs to attendees.	"Prep me for the [partner name] call. Here's their executed agreement and their latest markup with our responses. Cross-reference our playbook positions and flag anything where the partner's redline behavior suggests they'll push back. I need topic ownership, talk tracks, and a pre-call prep checklist with items that need pre-approval before we walk in."
66	UC-032	Automated Legal Contract Autofiling (Lunch & Learn)	Legal	Legal ops automation	Automated hourly contract filing workflow via Google App Script	Jira, Google Drive, Google App Script	Eliminated repetitive contract filing work while maintaining permission safeguards	Generate a Google Apps Script that checks helpdesk tickets hourly, renames executed agreements, files them into correct Drive folders, and updates the ticket with confirmation while enforcing permission controls.
67	UC-038	Automated Contract Metadata Extraction & QA Routing	Legal	Legal ops automation	Automated extraction of contract metadata with structured Jira QA comment and Zip system input	Jira, contract PDFs, Claude, Chrome extension, Zip (vendor system of record)	Expanded metadata automation to all vendor contracts, replaced manual data entry, and accelerated renewal visibility and QA processes	Build a workflow that scans resolved helpdesk tickets, extracts contract metadata from signed PDFs, posts a structured QA comment tagging the correct reviewer, and feeds the data into the vendor system of record. Iterate on permissions and connector logic until stable.
68	OPERATIONS & BUSINESS SYSTEMS
69	UC-008	Custom agent ecosystem for personal productivity and reporting	Operations & Business Systems	Automation / personal productivity	Automations: updated lists, reviews, weekly update drafts	Claude Code; personal notes/todo workflows	Reduced clutter by delegating routine capture/maintenance/reporting to reusable agents; can run at very high scale (hundreds to thousands).	No single prompt — you describe each agent's job once and it's yours to use whenever you need it. The compounding effect is real: once agents are capturing your work, maintaining your lists, and reporting on your behalf, the clutter drops significantly.
70	UC-015	Helpdesk ticket workload and ramp-aware analysis (Business Systems Jira)	Operations & Business Systems	Operations analytics / workload planning	Report + analysis; reusable skill	Jira connector (Business Systems helpdesk)	Generated a clean analysis of ticket types, time sinks, and self-serve opportunities; packaged as a reusable skill.	"Create a report of all Jira tickets in the business systems helpdesk created in the last 365 days. Include an analysis of who completes what types of tickets, accounting for different team members' tenure and onboarding dates."
71	G&A & ENABLEMENT
72	UC-029	Executive People Analytics Dashboard (MVP to Iterative Build)	G&A Enablement	People analytics / executive dashboarding	Executive People Analytics dashboard with KPI views, drill-downs, engagement heatmaps, and attrition insights	HRIS exports, Employee engagement platform exports, stakeholder feedback	Delivered MVP in under a week, eliminated manual reporting cycles, and accelerated a 3-month dashboard roadmap into a 4-week iterative build	You are building an MVP People Analytics Dashboard for executive stakeholders using HRIS and engagement survey exports. Include headcount trends, attrition rates, engagement heatmaps, performance distributions, and predictive flight risk signals. Optimize for clarity and stakeholder validation. Iterate based on feedback.
73	UC-030	HR Data Self-Service Web Application	G&A Enablement	People analytics / workflow automation	Self-service web app generating HRIS Excel reports on demand	HRIS, N8N, Claude, Cursor, Google Drive	Eliminated manual HR reporting tasks and transitioned to scalable self-service infrastructure	Build a self-service HR data tool that converts natural language requests into structured HRIS queries and outputs formatted Excel files with error handling.
74	UC-062	Research Analyst Engagement Tracker + Window Alerts	G&A Enablement	Program management automation / stakeholder coordination	Centralized analyst engagement tracker with automated updates and proactive market report window alerts	Claude Cowork automation logic, centralized tracker (Google Sheets/Docs), notification triggers	Created a single source of truth for analyst relations with proactive alerting, reducing coordination overhead and improving preparedness for report cycles	Design a centralized tracker for analyst engagements, automate status updates, and trigger proactive alerts ahead of report windows with contextual engagement history included.
75	UC-016	Animated metric explainer concept for internal analytics (Index CoPI and YER)	G&A Enablement	Internal communications / analytics enablement	Storyboard + voiceover script + callouts for animation	Time series data + known drivers/events list	Improves understanding compared to static charts or long write-ups; aims to increase shared metric fluency and reduce decision misalignment.	You are a communications and analytics enablement assistant. I need to explain [metric name] to a broad internal audience in clear, non-technical language. Goal: Create an animated explainer concept where (1) the line chart draws over time and (2) short callout bubbles appear at key points to explain what is driving changes. Output: identify top inflection points, draft plain-English callouts for each, provide a storyboard with timestamps (60–90 seconds total), and a voiceover script. Keep the tone professional and concise — focus on clarity and decision-relevance.