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Use cases

What do you want to achieve?

Every scenario here runs through several products, and that is why it works. One tool cannot do this, because it has nothing to hand the work to.

By goal

By team

22 use cases

From chat to signed deal

A team question becomes a scoped, estimated deal and a booked call.

Chat CRM Sintora Meetings Projects

Runs on: Operations Suite · Developer Suite

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From lead to first meeting

You bring the list. The AI reads each site, writes the outreach and books the call.

Video Email Prospector Content Hub CRM

Runs on: Operations Suite · Marketing Suite

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From idea to a live landing page

Positioning, validation, content and a published site — from one prompt.

Product Builder Content Hub Web Pages

Runs on: Marketing Suite

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From bug report to release

A support ticket becomes a triaged bug, a tested fix and a shipped release.

Service Desk Projects QA Management Client Portal

Runs on: Operations Suite · Developer Suite

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From new hire to productive

One hire triggers onboarding, access, a welcome and a first-day plan.

People OS Portal Todos

Runs on: Operations Suite

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From ticket to knowledge base

The AI drafts the answer from the wiki, the agent sends it, and the article is written for next time.

Service Desk Wiki Automations CDP

Runs on: Operations Suite

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From market signal to pipeline

A market signal launches a campaign that fills the CRM with unified profiles.

Market Intelligence Content Hub CRM CDP

Runs on: Operations Suite · Marketing Suite

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From project to invoice

A client approval flows through tracked time into a sent invoice.

Client Portal Projects Time & Billing CRM

Runs on: Operations Suite · Developer Suite

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From call to actions everywhere

One conversation updates tasks, CRM, the wiki and the team — automatically.

Sintora Meetings Todos CRM Wiki Chat

Runs on: Operations Suite

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A personalised site audit in outreach — at scale

Analyse prospects' sites automatically and send personalised video audits that read as bespoke consulting.

Video Email Prospector CDP

Runs on: Operations Suite · Marketing Suite

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A content engine that runs without you

Track the topics worth writing about, draft from what the company already knows, and publish across channels on a schedule nobody has to keep.

Content Hub SEO & GEO Intelligence

Runs on: Marketing Suite

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One campaign, written for each segment

Generate the variants that change the message by industry, company size, role and funnel stage — from the segments already in your CDP.

Content Hub CDP CRM

Runs on: Operations Suite · Marketing Suite

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Keep AI-assisted content trustworthy

Every claim checked against your own knowledge base, the brand checklist run before approval, and the sign-off given by somebody other than the author.

Content Hub

Runs on: Marketing Suite

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Turn founder expertise into a publishing habit

Capture what the founder already knows once, and let it become a steady stream of articles and posts instead of a monthly guilt.

Content Hub SEO & GEO Intelligence

Runs on: Marketing Suite

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From signature to first value

A signed deal opens the client portal, collects the documents, sets the launch plan and assigns the tasks — with no separate "what happens next" email.

CRM Portal Document Flow Projects Todos

Runs on: Operations Suite · Developer Suite

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From a quarterly goal to what actually happened

Goals, bets and priorities sit next to the work that moves them, and Command Center shows execution and the reasons behind decisions rather than a plan.

Projects Resource Planning CRM

Runs on: Operations Suite · Developer Suite

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From terms to a signed contract

A contract runs a defined approval route with versions and comments, and the signed copy lands on the deal — together with the reason for every change.

CRM Document Flow Wiki

Runs on: Operations Suite

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When someone leaves, the knowledge stays

Offboarding revokes access, hands over tasks and reassigns ownership of wiki pages — what the person knew stays with the company rather than leaving with them.

People OS Wiki Document Flow Todos

Runs on: Operations Suite

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Know the capacity before making the promise

Team load, tracked time and the quarter plan in one picture — a commitment is made knowing what it will cost.

Resource Planning Projects Time & Billing

Runs on: Developer Suite

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See the risk before the renewal, not after

Falling activity, open tickets and the topics of recent calls add up to one signal on the customer profile, well before the renewal date.

CDP CRM Service Desk Sintora Meetings

Runs on: Operations Suite

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From a request to an approved purchase

A purchase or access request moves through a queue with an owner and a deadline, collects approvals along a route, and ends in a task rather than a thread.

Service Desk Document Flow Todos

Runs on: Operations Suite

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Not seeing your process? It is almost certainly made of the same products.