Use cases

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Comic illustration for the Visits, arrangements, invoices and customer preferences use case

195 use cases

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Comic illustration for the Visits, arrangements, invoices and customer preferences use case
Local shops · OpsVisits, arrangements, invoices and customer preferencesStarting intentI want to deliver regularly without forgetting a pause, preference or invoice.Concrete exampleAtelier Mimosa, florist with 12 corporate subscriptions — A medical practice pauses its subscription for two weeks, an agency asks for more subdued colors and three monthly invoices remain to send.Business contextExecution planCapitalizationDeliverablesSubscription schedule · Arrangement brief · Invoices to sendConnectable toolsGoogle Calendar · Google Sheets · Gmail
Comic illustration for the Frame dimensions, photos and constraints before quoting use case
Trades & field work · SalesFrame dimensions, photos and constraints before quotingStarting intentI want to prepare the right questions before pricing a custom request.Concrete exampleBois & Formes, a 3-person carpentry workshop — A customer wants custom furniture from inspiration photos and approximate dimensions.Business contextDecisionExecution planDeliverablesCustom brief · Customer questions · Measurement listConnectable toolsGoogle Drive · Gmail · Google Sheets
Comic illustration for the Dates, documents, partners and risks readable use case
Consulting · SalesDates, documents, partners and risks readableStarting intentI want to know whether we can answer properly without missing a disqualifying document.Concrete exampleCoordination Energie, owner assistance and engineering office — A local authority publishes a tender with mandatory visit, questions before Friday and many administrative documents.Complete kitBusiness contextCapitalizationDeliverablesDocument list · Technical questions · Site reportConnectable toolsGoogle Drive · Google Calendar · Gmail
Comic illustration for the Track repairs, parts and customer callbacks use case
Local shops · OpsTrack repairs, parts and customer callbacksStarting intentI want to know which bikes can move forward today and whom to follow up before closing.Concrete exampleAtelier Roue Libre, a neighborhood bike repair shop — On Saturday, bikes pile up: one brake bleed, one hard-to-find cargo tire, one quote to approve and a customer who wants pickup before 6pm.Business contextExecution planCapitalizationDeliverablesRepair queue · Missing parts · Quote messagesConnectable toolsGoogle Sheets · Gmail · Google Calendar
Comic illustration for the Documents, contracts, hours and arrival without panic use case
HR & recruiting · HRDocuments, contracts, hours and arrival without panicStarting intentI want every seasonal worker to start with the right file and instructions.Concrete exampleCamping Les Peupliers, an 80-pitch family campsite — Four seasonal workers start Saturday.Business contextExecution planCapitalizationDeliverablesSeasonal files · Missing documents · Day-one briefConnectable toolsGmail · Google Drive · Google Calendar
Comic illustration for the Spot gaps before they become a headache use case
Finance · FinanceSpot gaps before they become a headacheStarting intentI want to understand weekly gaps without spending Sunday night on receipts.Concrete exampleLe Comptoir des Halles, a neighborhood grocery-cafe — The week was good, but the till does not exactly match: card refunds, tips, credits and Saturday sales mix together.Business contextDecisionExecution planDeliverablesGap view · Proof to retrieve · Suggested correctionsConnectable toolsStripe · Google Sheets · Gmail
Comic illustration for the Gather invoices, receipts and missing documents use case
Finance · FinanceGather invoices, receipts and missing documentsStarting intentI want to send a clean file to the accounting firm without searching everywhere on the last evening.Concrete exampleRivage Bikes, a bike workshop and small shop — The accounting firm asks for monthly documents.Business contextExecution planCapitalizationDeliverablesMonthly file · Missing document list · Firm messageConnectable toolsGoogle Drive · Gmail · Stripe
Comic illustration for the Stop losing special orders use case
Local shops · OpsStop losing special ordersStarting intentI want to track special orders without an unreadable notebook or sticky notes in the kitchen.Concrete exampleLe Fournil des Halles bakery, 6 people — Cake, savory platter and event orders arrive at the counter or by phone.Business contextExecution planCapitalizationDeliverablesOrder cards · Production list · Deposit follow-upsConnectable toolsGoogle Calendar · Google Sheets · Gmail
Comic illustration for the Gather plans, access, materials and blockers use case
Trades & field work · OpsGather plans, access, materials and blockersStarting intentI want a clear job preparation before the team arrives at the customer's apartment.Concrete exampleReno Bastille, a 5-person renovation company — A renovation starts Wednesday.OrchestrationBusiness contextExecution planDeliverablesJob file · Material list · BlockersConnectable toolsGoogle Drive · Gmail · Google Calendar
Comic illustration for the Gather facts, goals and sensitive topics use case
HR & recruiting · HRGather facts, goals and sensitive topicsStarting intentI want to prepare useful reviews, not a vague year-end discussion.Concrete exampleStudio Brume, a 9-person web agency — The founder must meet the whole team in two weeks.Business contextDecisionCapitalizationDeliverablesIndividual outlines · Open points · Actions to followConnectable toolsGoogle Drive · Google Calendar · Gmail
Comic illustration for the Prepare the route with the right customer details use case
Trades & field work · OpsPrepare the route with the right customer detailsStarting intentI want to prepare tomorrow morning without forgetting access, parts or customer instructions.Concrete exampleClim Service 31, a small HVAC maintenance team — The evening before, three jobs change time, one part is missing and a customer has not confirmed technical room access.OrchestrationBusiness contextExecution planDeliverablesRoute order · Parts preparation · Access alertsConnectable toolsGoogle Calendar · Google Sheets · Google Drive
Comic illustration for the Manage absences, access and client instructions use case
Field services · OpsManage absences, access and client instructionsStarting intentI want to reorganize today's schedule without urgently calling the whole team.Concrete exampleNettoyage Horizon, a 9-person cleaning team — An employee warns early that she is absent.OrchestrationBusiness contextExecution planDeliverablesAdjusted schedule · Site instructions · Team messagesConnectable toolsGoogle Calendar · Google Sheets · Slack
Comic illustration for the Know what to ask before going on site use case
Local shops · OpsKnow what to ask before going on siteStarting intentI want to qualify the issue remotely, ask for the right screenshots and decide whether I need to go on site.Concrete exampleMicroBureau Services, an independent IT technician — A bakery calls because its till no longer syncs, then a medical practice reports unstable Wi-Fi.Business contextExecution planDecisionDeliverablesIncident brief · Customer questions · Intervention priorityConnectable toolsGmail · Google Drive · Google Calendar
Comic illustration for the Stop decisions sleeping in notes use case
Consulting · DeliveryStop decisions sleeping in notesStarting intentI want actions and owners without rereading the whole minutes.Concrete exampleDelta Pilotage, SME management consulting — After a three-hour workshop, eight actions were mentioned: data extract, HR approval, pricing decision and supplier call.CapitalizationBusiness contextExecution planDeliverablesClient synthesis · Action plan · Prepared follow-upsConnectable toolsGoogle Docs · Asana · Gmail
Comic illustration for the Prepare visits, certificates and deadline follow-ups use case
Field services · OpsPrepare visits, certificates and deadline follow-upsStarting intentI want to see visits to schedule, certificates to send and customers to follow up before deadlines.Concrete exampleSecuriPro Controls, a 7-person safety maintenance company — Annual deadlines approach for several customers.Business contextExecution planCapitalizationDeliverablesCustomer deadline calendar · Inspection route · Certificates to sendConnectable toolsGoogle Calendar · Google Drive · Gmail
Comic illustration for the Checks, tires, insurance and downtime visible use case
Field services · OpsChecks, tires, insurance and downtime visibleStarting intentI want to avoid a vehicle being unavailable on an important route day.Concrete exampleNettoyage Atlas, an 18-person cleaning services company — One van needs inspection, another has a worn tire and a major customer's route falls the same week.Business contextExecution planCapitalizationDeliverablesMaintenance schedule · Vehicle deadlines · Route impactsConnectable toolsGoogle Calendar · Google Sheets · Google Drive
Comic illustration for the Avoid approving the wrong file use case
Agencies · OpsAvoid approving the wrong fileStarting intentI want to know which file is approved before starting production.Concrete examplePrint Loire, a 9-person local print shop — A customer corrects a brochure three times and approves orally by phone, then sends an almost identical PDF.Business contextComplete kitExecution planDeliverablesUsable brief · Production plan · Approval messageConnectable toolsGoogle Drive · Gmail · Airtable
Comic illustration for the Prescription, quote, coverage and customer follow-up use case
Local shops · OpsPrescription, quote, coverage and customer follow-upStarting intentI want files to move forward without calling the customer for the same document.Concrete exampleOptique Rivage, a 5-person independent optician — Four glasses orders await coverage.Business contextExecution planCapitalizationDeliverablesFile statuses · Missing documents · Prepared follow-upsConnectable toolsGmail · Google Drive · Google Sheets
Comic illustration for the Turn an oral routine into an SOP use case
Consulting · OpsTurn an oral routine into an SOPStarting intentHelp me turn this process into a clear procedure the team can use.Concrete exampleLedgerPro, an accounting firm — Monthly closing depends on two people.CapitalizationBusiness contextExecution planDeliverablesSOP · Checklist · RACIConnectable toolsGoogle Drive · SharePoint · Notion
Comic illustration for the Qualify requests, documents and test-drive slots use case
Garages & auto workshops · SalesQualify requests, documents and test-drive slotsStarting intentI want to prepare test drives worth the trip, with the right documents and the right car ready.Concrete exampleAuto Parc 77, a family used-car garage — A prospect wants to test-drive a car Saturday.Business contextExecution planDecisionDeliverablesQualified requests · Test-drive slots · Documents to requestConnectable toolsGoogle Calendar · Gmail · Google Sheets
Comic illustration for the Move from diagnosis to deliverable plan use case
Consulting · DeliveryMove from diagnosis to deliverable planStarting intentHere are my audit notes. Turn them into a clear client action plan.Concrete exampleOpsLine, an operations improvement firm — After three workshops with an industrial client, the team has 42 pages of notes and must deliver a clear plan to the executive committee.Complete kitExecution planCapitalizationDeliverablesExecutive summary · Priority matrix · RoadmapConnectable toolsGoogle Drive · Notion · Google Sheets
Comic illustration for the See expirations, proof and reminders use case
Training · HRSee expirations, proof and remindersStarting intentI want to know who is up to date, who must renew and where proof is.Concrete exampleElec Atlantique, maintenance electricians — A customer requests certifications before a job.Business contextCapitalizationExecution planDeliverablesTraining matrix · Deadlines · Missing proofConnectable toolsGoogle Drive · Google Sheets · Google Calendar
Comic illustration for the Batch, proof, production impact and supplier answer use case
Industrial · OpsBatch, proof, production impact and supplier answerStarting intentI want to handle the issue without losing proof or blocking a customer order.Concrete exampleMecaNord, a 28-person machining workshop — A material batch arrives with a visible defect.Business contextExecution planCapitalizationDeliverablesNon-conformity file · Batch proof · Supplier follow-upConnectable toolsGoogle Drive · Google Sheets · Gmail
Comic illustration for the Coordinate access, surfaces and snags before the visit use case
Field services · OpsCoordinate access, surfaces and snags before the visitStarting intentI want to send the team with the right instructions and avoid a complaint after the visit.Concrete exampleNet Clair Chantier, a 12-person specialist cleaning company — A developer asks for cleaning before key handover, but the unit is not fully finished.Business contextExecution planCapitalizationDeliverablesVisit brief · Area instructions · Post-visit proofConnectable toolsGoogle Calendar · Google Drive · Gmail
Comic illustration for the Turn an RFP into a complete response use case
Consulting · SalesTurn an RFP into a complete responseStarting intentHere is the RFP. Prepare a credible response, risks and delivery plan.Concrete exampleMecaFlow, an 80-employee industrial SMB — MecaFlow receives an RFP from a major buyer to modernize 18 maintenance stations.OrchestrationShared teamComplete kitDeliverablesCompliance matrix · Proposal · TimelineConnectable toolsGoogle Drive · SharePoint · Google Docs
Comic illustration for the Arrive with decisions, risks and documents ready use case
Consulting · LeadershipArrive with decisions, risks and documents readyStarting intentI want to prepare the steering point without forgetting the sensitive topic.Concrete exampleNord Performance, operations improvement consultancy — Before the monthly steering meeting, the client sent a new margin file, one manager blocks an action and the workshop schedule slipped by two weeks.CapitalizationBusiness contextExecution planDeliverablesClient synthesis · Action plan · Prepared follow-upsConnectable toolsGoogle Calendar · Google Sheets · Google Drive
Comic illustration for the Turn scattered numbers into useful reading use case
Agencies · MarketingTurn scattered numbers into useful readingStarting intentI want to explain what works, not just copy tables.Concrete exampleTrafic Local, a 7-person acquisition agency — An e-commerce client asks why social budget rose without visible order growth.Business contextComplete kitExecution planDeliverablesUsable brief · Production plan · Approval messageConnectable toolsGoogle Sheets · Google Ads · Mailchimp
Comic illustration for the Separate real emergency, quote and simple callback use case
Trades & field work · OpsSeparate real emergency, quote and simple callbackStarting intentI want to know whether to interrupt my route, call back later or ask for photos before promising a repair.Concrete exampleSerrurerie Lambert, a solo locksmith with one apprentice — On Monday morning, the phone rings during a lock installation for a property manager.Business contextExecution planDecisionDeliverablesRepair brief · Emergency priority · Customer questionsConnectable toolsGoogle Calendar · Gmail · Google Sheets
Comic illustration for the Follow up with context, not an empty message use case
Consulting · SalesFollow up with context, not an empty messageStarting intentI want to know whom to follow up, with what, without sounding automated.Concrete exampleFormaData, data training and consulting provider — Six quotes have had no answer for fifteen days.CapitalizationBusiness contextExecution planDeliverablesClient synthesis · Action plan · Prepared follow-upsConnectable toolsHubSpot · Gmail · Google Calendar
Comic illustration for the Connect fault, part, supplier and customer use case
Garages & auto workshops · OpsConnect fault, part, supplier and customerStarting intentI want to track warranties without reopening the investigation at every customer call.Concrete exampleGarage Pasteur, an 8-person auto workshop — A customer returns for a part replaced three months earlier.Business contextCapitalizationExecution planDeliverablesWarranty files · Missing proof · Supplier follow-upsConnectable toolsGoogle Drive · Gmail · Google Sheets
Comic illustration for the Surface decisions, cash, sales and blockers use case
Finance · LeadershipSurface decisions, cash, sales and blockersStarting intentI want a simple weekly update: what is working, what is blocked, what needs a decision.Concrete exampleGreenOps Services, a B2B services SMB — Every Friday, the owner wants to know where sales, cash, delivery and sensitive customers stand.Business contextDecisionCapitalizationDeliverablesWeekly memo · Decisions to make · BlockersConnectable toolsGoogle Sheets · HubSpot · Stripe
Comic illustration for the Align script, shoot, speakers and approvals use case
Agencies · OpsAlign script, shoot, speakers and approvalsStarting intentI want to avoid discovering on shoot day that a speaker or permission is missing.Concrete exampleFilm Court Pro, a 5-person corporate video producer — An industrial company approves a client testimonial shoot, but changes two speakers and asks for a short trade-show version.Business contextComplete kitExecution planDeliverablesUsable brief · Production plan · Approval messageConnectable toolsGoogle Calendar · Google Drive · Gmail
Comic illustration for the Avoid obsolete prices and forgotten discounts use case
Industrial · SalesAvoid obsolete prices and forgotten discountsStarting intentI want to know whether the proposed price still protects margin.Concrete exampleMateriaux Pro Sud, distributor for tradespeople — A major customer asks for annual pricing on twenty SKUs.OrchestrationBusiness contextDecisionDeliverablesOrder file · Pricing points · Supplier follow-upConnectable toolsGoogle Sheets · Gmail · QuickBooks
Comic illustration for the Prepare trainees, rooms, documents and trainers use case
Training · OpsPrepare trainees, rooms, documents and trainersStarting intentI want the session to start ready, without chasing documents and confirmations the day before.Concrete exampleForma Loire, a 5-person training provider — A session starts Monday with twelve trainees.OrchestrationBusiness contextExecution planDeliverablesSession checklist · Trainees to confirm · Ready documentsConnectable toolsGoogle Calendar · Gmail · Google Drive
Comic illustration for the Package know-how into a sellable offer use case
Training · LeadershipPackage know-how into a sellable offerStarting intentHelp me turn my expertise into a marketable training program.Concrete exampleStudio Mentor, an independent training provider — The founder masters her topic, but her program lives in scattered slides and improvised workshops.Complete kitCapitalizationBusiness contextDeliverablesProgram · Modules · ExercisesConnectable toolsGoogle Drive · Notion · Google Calendar
Comic illustration for the Manage instructors, students, tests and cancellations use case
Training · OpsManage instructors, students, tests and cancellationsStarting intentI want to fill the schedule without forgetting students close to the test or creating unnecessary gaps.Concrete exampleRepublique Driving School, three instructors — Two students soon take the test, one instructor cancels her morning and three parents ask for slots after 6pm.Business contextExecution planShared teamDeliverablesAdjusted schedule · Priority students · Slot messagesConnectable toolsGoogle Calendar · Gmail · Google Sheets
Comic illustration for the Arrive with priorities, blockers and decisions use case
Local shops · LeadershipArrive with priorities, blockers and decisionsStarting intentI want a short check-in with what really matters this week, without spending an hour retrieving information.Concrete exampleAtelier Nord, a 14-person custom furniture maker — On Monday morning, the manager wants to align workshop, installation and admin.Business contextDecisionExecution planDeliverablesMonday memo · Decisions to make · Actions by personConnectable toolsGoogle Calendar · Gmail · Slack
Comic illustration for the Documents, absences, slots and parent messages use case
Paramedical practices · OpsDocuments, absences, slots and parent messagesStarting intentI want clear administrative follow-up without interrupting sessions.Concrete exampleCabinet Paroles, two speech therapists — Three parents ask for slot changes, one document is missing and a last-minute absence frees a useful slot.Business contextExecution planCapitalizationDeliverablesAdmin queue · Parent messages · Slots to rescheduleConnectable toolsGoogle Calendar · Gmail · Google Drive
Comic illustration for the Guests, capacity, books, follow-up and welcome aligned use case
Local shops · MarketingGuests, capacity, books, follow-up and welcome alignedStarting intentI want to fill the event without forgetting books, chairs or people to notify.Concrete exampleLibrairie des Arcades, a 4-person independent bookstore — An author comes Saturday, but registrations arrive by email, phone and Instagram.Business contextExecution planCapitalizationDeliverablesEvent plan · Attendee list · Posts and emailsConnectable toolsGmail · Instagram for Business · Google Sheets
Comic illustration for the Access, measures, photos and contacts ready use case
Industrial · OpsAccess, measures, photos and contacts readyStarting intentI want to arrive with the right list of points to check.Concrete exampleDualSun Conseil, field energy office — An energy audit must check boiler room, ventilation and cold zones.Complete kitBusiness contextCapitalizationDeliverablesDocument list · Technical questions · Site reportConnectable toolsGoogle Calendar · Google Drive · Gmail
Comic illustration for the Handle messages without interrupting care use case
Paramedical practices · OpsHandle messages without interrupting careStarting intentI want to sort admin messages without Bruno making diagnoses or answering medical matters for me.Concrete exampleCabinet Kiné République, two practitioners — Between appointments, practitioners receive slot requests, documents, cancellations and admin questions.Business contextExecution planCapitalizationDeliverablesAdmin message queue · Appointment reminders · Document requestsConnectable toolsGoogle Calendar · Gmail · Google Drive
Comic illustration for the Separate bug, usage, billing and customer urgency use case
B2B SaaS · Customer successSeparate bug, usage, billing and customer urgencyStarting intentI want to prioritize without interrupting developers for every request.Concrete exampleFactoCloud, a 12-person vertical SaaS — One customer says exports stopped working, another asks for usage help and a third threatens to churn over an invoice.Shared teamBusiness contextExecution planDeliverablesQualified ticket · Customer history · Prepared replyConnectable toolsZendesk · Stripe · GitHub
Comic illustration for the Arrivals, codes, cleaning and incidents in one place use case
Real estate · OpsArrivals, codes, cleaning and incidents in one placeStarting intentI want every guest to have the right instructions and the field team to know what to check.Concrete exampleClé Bleue, an 18-property concierge service — Three guests arrive between 4pm and 8pm, one cleaning is late and one keybox code changed.Business contextExecution planCapitalizationDeliverablesArrival brief · Guest instructions · Field actionsConnectable toolsGoogle Calendar · Gmail · Google Sheets
Comic illustration for the Prepare orders, cold chain, time windows and returns use case
Local shops · OpsPrepare orders, cold chain, time windows and returnsStarting intentI want to prepare the route with exact orders, cold-chain priorities and customers to notify.Concrete examplePrimeurs Colin, a local wholesaler for restaurants — At 6:30am, two restaurants change their order, one item is missing and the driver must collect returnable crates.Business contextExecution planOrchestrationDeliverablesRoute order · Delivery slips · SubstitutionsConnectable toolsGoogle Sheets · Google Calendar · Gmail
Comic illustration for the Follow up the right customers before cold season use case
Trades & field work · OpsFollow up the right customers before cold seasonStarting intentI want to fill maintenance routes without calling the whole customer base randomly.Concrete exampleThermiSud, a 5-person heating company — October arrives and 180 customers need annual-maintenance follow-up.Business contextExecution planCapitalizationDeliverablesCustomers to follow up · Suggested routes · Prepared messagesConnectable toolsGoogle Calendar · Gmail · Twilio
Comic illustration for the Keep quotes, dates, proof and follow-ups aligned use case
Field services · OpsKeep quotes, dates, proof and follow-ups alignedStarting intentI want to track who owes what, by when, and what is missing before invoicing or closing.Concrete exampleReno Bastille, a 5-person renovation company — A job depends on an external electrician, a carrier and a flooring contractor.Shared teamBusiness contextExecution planDeliverablesSubcontractor tracker · Follow-ups · Missing proofConnectable toolsGmail · Google Drive · Google Calendar
Comic illustration for the Align client documents, constraints and city-hall questions use case
Real estate · OpsAlign client documents, constraints and city-hall questionsStarting intentI want to see what is missing before promising a submission date or following up with the client.Concrete exampleAtelier Ligne Claire, a 4-person architecture firm — A permit file looks almost ready, but one customer decision, one facade photo and one city-hall reply are missing.Business contextExecution planCapitalizationDeliverablesFile status · Document list · Customer questionsConnectable toolsGoogle Drive · Gmail · Google Sheets
Comic illustration for the Connect fault, part, supplier, lead time and customer use case
Industrial · OpsConnect fault, part, supplier, lead time and customerStarting intentI want to know which parts to order and which customers to warn if lead time slips.Concrete exampleGarage Pinson, a neighborhood auto workshop — Three vehicles await parts, two references look similar and one supplier announces a delay.Business contextExecution planCapitalizationDeliverablesParts list · Orders to place · Delays to flagConnectable toolsGoogle Sheets · Gmail · Google Calendar
Comic illustration for the Follow up vaccines, checks and documents without confusion use case
Paramedical practices · Customer successFollow up vaccines, checks and documents without confusionStarting intentI want useful contextual reminders, not an impersonal campaign.Concrete exampleClinique Veto des Tilleuls, a 6-person veterinary team — The clinic must remind several owners: vaccination, post-op check, specific food to pick up and missing insurance document.Business contextExecution planCapitalizationDeliverablesReminders to handle · Customer messages · Missing documentsConnectable toolsGoogle Calendar · Gmail · Google Sheets
Comic illustration for the Separate urgency, missing document and recurring question use case
Finance · OpsSeparate urgency, missing document and recurring questionStarting intentI want to triage incoming requests and prepare admin replies without mixing files.Concrete exampleCabinet Dumas, an accounting firm for micro-businesses — Near VAT deadlines, the mailbox mixes receipts, simple questions, payroll urgencies and certificate requests.Business contextCapitalizationExecution planDeliverablesClient request queue · Missing document list · Prepared repliesConnectable toolsGmail · Google Drive · Google Sheets
Comic illustration for the Prepare reminders, documents and slots without saturating reception use case
Paramedical practices · OpsPrepare reminders, documents and slots without saturating receptionStarting intentI want sensitive appointments prepared before the patient arrives, without multiplying manual calls.Concrete exampleSaint-Roch dental practice, two dentists and one assistant — The week includes several long appointments with quotes, impressions, insurance documents and confirmations to prepare.Business contextExecution planCapitalizationDeliverablesAppointments to prepare · Missing documents · Reminder messagesConnectable toolsGoogle Calendar · Gmail · Google Drive
Comic illustration for the Turn churn signals into a CS plan use case
B2B SaaS · Customer successTurn churn signals into a CS planStarting intentMy customers churn more than expected. Find likely causes and propose an action plan.Concrete exampleTrackly, a field-operations B2B SaaS — Quarterly churn rises from 4% to 8%.Shared teamBusiness contextDecisionDeliverablesChurn segments · CS playbook · Retention emailsConnectable toolsHubSpot · Zendesk · Stripe
Comic illustration for the Rights, data, milestones and contacts ready use case
B2B SaaS · Customer successRights, data, milestones and contacts readyStarting intentI want to start with a complete file and visible first value.Concrete exampleNovaway Tools, software vendor for SMEs — A new client signs Friday to start Tuesday.Shared teamBusiness contextExecution planDeliverablesQualified ticket · Customer history · Prepared replyConnectable toolsHubSpot · Google Drive · Google Calendar
Comic illustration for the Track best-before dates, batches, suppliers and gift baskets use case
Local shops · OpsTrack best-before dates, batches, suppliers and gift basketsStarting intentI want to know what to promote, recommend and order without spending the evening in the aisles.Concrete exampleL'Étagère Gourmande, a city-center fine grocery — Before Christmas, the shop prepares gift baskets but several local products have short dates.Business contextExecution planCapitalizationDeliverablesReorder list · Products to promote · Suggested basketsConnectable toolsGoogle Sheets · Gmail · Shopify
Comic illustration for the Know urgency, access and parts before calling back use case
Trades & field work · OpsKnow urgency, access and parts before calling backStarting intentI want to call back with the right questions and avoid sending someone without useful details.Concrete exampleChauffe & Eau Martin, a 3-person plumbing and heating company — The owner receives three calls while on a job: sink leak, blinking boiler and water tank not heating.Business contextExecution planCapitalizationDeliverablesRepair brief · Missing questions · Callback priorityConnectable toolsTwilio · Google Calendar · Google Drive
Comic illustration for the Follow up invoices without unnecessary tension use case
Trades & field work · FinanceFollow up invoices without unnecessary tensionStarting intentI want to know whom to follow up, with what message, and what it changes for my cash flow.Concrete exampleStudio Marius, an independent consultant — Three invoices are past due, but the clients matter and the consultant postpones follow-up to avoid tension.Business contextDecisionExecution planDeliverablesFollow-up priority · Graduated messages · Cash impactConnectable toolsGoogle Sheets · Gmail · Stripe
Comic illustration for the Know where contacts, consent and requests live use case
Local shops · OpsKnow where contacts, consent and requests liveStarting intentI want a simple view of customer data and requests, without launching an oversized legal project.Concrete examplePeau Neuve, a 5-person beauty salon — The salon uses a till, booking tool, occasional SMS campaigns and a spreadsheet of customer preferences.Business contextCapitalizationExecution planDeliverablesOperational register · Data sources · Requests to handleConnectable toolsGoogle Sheets · Gmail · Shopify
Comic illustration for the Appointments, prescriptions, documents and follow-ups sorted use case
Paramedical practices · OpsAppointments, prescriptions, documents and follow-ups sortedStarting intentI want to prepare administrative files without touching clinical content.Concrete exampleKiné République, a 5-practitioner physio practice — Before holidays, several patients must renew administrative documents.Business contextExecution planCapitalizationDeliverablesIncomplete files · Patient follow-ups · Deadlines to trackConnectable toolsGoogle Calendar · Gmail · Google Drive
Comic illustration for the Turn the safety binder into actually tracked actions use case
Industrial · HRTurn the safety binder into actually tracked actionsStarting intentI want to track safety actions without turning the small business into a compliance department.Concrete exampleBois Clair, an 11-person carpentry workshop — After two near misses and a new apprentice, the owner wants to revisit the risk register without creating bureaucracy.Business contextExecution planCapitalizationDeliverablesSafety actions · Stored proof · Team remindersConnectable toolsGoogle Drive · Google Sheets · Google Calendar
Comic illustration for the See versions, expectations and client blockers use case
Consulting · DeliverySee versions, expectations and client blockersStarting intentI want to know what is delivered, approved, billed or blocked by the client.Concrete exampleOptime PME, an 8-person organization consulting firm — A mission reaches mid-point.CapitalizationBusiness contextExecution planDeliverablesClient synthesis · Action plan · Prepared follow-upsConnectable toolsGoogle Drive · Notion · Gmail
Comic illustration for the Prevent stoppages, parts issues and interventions use case
Industrial · OpsPrevent stoppages, parts issues and interventionsStarting intentI want to prepare maintenance before the machine fails at the worst moment.Concrete exampleMecaFlow, an 80-person industrial workshop — A key machine must be serviced before an important production run.OrchestrationBusiness contextExecution planDeliverablesMaintenance schedule · Parts to prepare · Provider follow-upsConnectable toolsGoogle Calendar · Google Sheets · Gmail
Comic illustration for the Follow up cleanly without harassing use case
Local shops · MarketingFollow up cleanly without harassingStarting intentI want to follow up the right customers with a useful, short and approvable message.Concrete exampleGarage Pasteur, a neighborhood auto workshop — The garage wants to remind customers whose annual maintenance is coming.Business contextDecisionExecution planDeliverablesCustomer list · SMS message · ExclusionsConnectable toolsTwilio · Google Sheets · Google Calendar
Comic illustration for the Tenant, owner, contractor and insurer aligned use case
Real estate · OpsTenant, owner, contractor and insurer alignedStarting intentI want the file to move forward without repeating the same information to each party.Concrete exampleGestion Côté Ville, a 9-person property manager — A tenant reports water damage, the owner wants a quote, the insurer asks for photos and the contractor proposes a slot.OrchestrationBusiness contextExecution planDeliverablesFile timeline · Party messages · Blocking actionsConnectable toolsGmail · Google Drive · Google Calendar
Comic illustration for the Assemble baskets, substitutions and pickup times use case
Local shops · OpsAssemble baskets, substitutions and pickup timesStarting intentI want to prepare baskets without discovering at pickup that an item is missing.Concrete exampleLes Jardins du Pont, a multi-producer farm drive — Rain reduces strawberry harvest, but 42 baskets are already ordered.Business contextExecution planCapitalizationDeliverablesBasket list · Substitutions · Customer messagesConnectable toolsGoogle Sheets · Gmail · Google Calendar
Comic illustration for the Order, follow up and avoid duplicates use case
Local shops · OpsOrder, follow up and avoid duplicatesStarting intentI want to know what is ordered, what is missing and who needs a follow-up.Concrete exampleThermo Sud, a 6-person HVAC installer — One part ordered by phone never arrived, another was bought twice just in case, and the supplier invoice does not clearly say which job it was for.Business contextExecution planCapitalizationDeliverablesPurchase queue · Supplier follow-ups · Expected deliveriesConnectable toolsGmail · Google Sheets · Google Calendar
Comic illustration for the Know who received what and what to follow up use case
Industrial · SalesKnow who received what and what to follow upStarting intentI want to turn samples into opportunities, not forgotten free stock.Concrete exampleSensoria Pro, B2B sensory product supplier — Twelve prospects received samples before a trade show.OrchestrationBusiness contextDecisionDeliverablesOrder file · Pricing points · Supplier follow-upConnectable toolsAirtable · Gmail · ShipStation
Comic illustration for the Track batches, gaps and fixes without heaviness use case
Industrial · OpsTrack batches, gaps and fixes without heavinessStarting intentI want to track quality gaps without building a heavy system.Concrete exampleMecaFlow, an 80-person industrial workshop — A quality check shows a gap on a small batch.Business contextCapitalizationExecution planDeliverablesBatch summary · Detected gaps · Fixes to trackConnectable toolsGoogle Sheets · Google Drive · Gmail
Comic illustration for the Stop losing calls during field work use case
Trades & field work · OpsStop losing calls during field workStarting intentI am often on-site. I want inbound calls to become usable messages without interrupting me every ten minutes.Concrete exampleL'Atelier Morel, a two-person plumbing and heating business — The owner spends his days driving, repairing and visiting quote prospects.Business contextExecution planCapitalizationDeliverablesCall summary · Customer request brief · Callback priorityConnectable toolsGoogle Calendar · Gmail · Google Sheets
Comic illustration for the Balance urgency, client feedback and studio capacity use case
Agencies · OpsBalance urgency, client feedback and studio capacityStarting intentI want to know what can happen today without breaking existing commitments.Concrete exampleBureau Pixel, a 5-person design agency — Three clients want delivery Friday, one designer is absent and a logo approval blocks a whole set of variants.Business contextComplete kitExecution planDeliverablesUsable brief · Production plan · Approval messageConnectable toolsAsana · Google Calendar · Gmail
Comic illustration for the Group orders, messages, returns and statuses use case
Small ecommerce · OpsGroup orders, messages, returns and statusesStarting intentI want to prepare orders to ship and spot blocked ones before carrier pickup.Concrete exampleAtelier Coton, a two-person ecommerce brand — Orders arrive from the website, Etsy and a marketplace.Business contextExecution planCapitalizationDeliverablesOrder queue · Blocked orders · Customer repliesConnectable toolsShopify · Gmail · Google Sheets
Comic illustration for the Track repair tickets without lost follow-ups use case
Real estate · OpsTrack repair tickets without lost follow-upsStarting intentI want to track repair requests and update owner and tenant without searching through all my emails.Concrete exampleAgence Valmy, a local real estate agency — A tenant reports a leak, the owner wants a quote, the contractor asks for a photo and the agency must keep everyone updated.Shared teamBusiness contextExecution planDeliverablesRepair ticket · Quote request · Contractor follow-upConnectable toolsGmail · Google Drive · Airtable
Comic illustration for the Connect consignor, item, price, sale and payout use case
Local shops · OpsConnect consignor, item, price, sale and payoutStarting intentI want to know who owns what, what is sold and what needs to be paid out.Concrete exampleEncore Chic, a 3-person clothing consignment shop — A consignor asks for payout on two jackets, but one was returned and the other sold on discount.Business contextExecution planCapitalizationDeliverablesConsignment register · Sold items · Payouts to makeConnectable toolsGoogle Sheets · Google Drive · Gmail
Comic illustration for the Photos, carrier, customer and credits in one place use case
Industrial · OpsPhotos, carrier, customer and credits in one placeStarting intentI want to know who owes what before the customer follows up three times.Concrete exampleEquip'Atelier, distributor of professional equipment — A customer receives a damaged machine and sends photos.OrchestrationBusiness contextDecisionDeliverablesOrder file · Pricing points · Supplier follow-upConnectable toolsGoogle Drive · Gmail · ShipStation
Comic illustration for the Track incidents, quotes and co-owner updates use case
Real estate · OpsTrack incidents, quotes and co-owner updatesStarting intentI want to know where each request stands without reopening ten email threads.Concrete exampleSyndic Rive Est, a 4-person independent property manager — In one morning, the office receives a leak photo, a lift contractor follow-up, three unhappy co-owner emails and a board question about a quote.Shared teamBusiness contextExecution planDeliverablesRequest board · Quote follow-ups · Board summaryConnectable toolsGmail · Google Drive · Airtable
Comic illustration for the Check access, floors and items before the truck use case
Local shops · OpsCheck access, floors and items before the truckStarting intentI want to load the truck in the right order and avoid surprises outside the building.Concrete exampleMobilier Lenoir, an independent furniture shop — Saturday morning, six deliveries are planned: sofa on 4th floor without lift, table to assemble, chair exchange and customer not answering.OrchestrationBusiness contextExecution planDeliverablesRoute brief · Loading order · Access constraintsConnectable toolsGoogle Calendar · Google Sheets · Gmail
Comic illustration for the Pitches, options, arrivals and incidents visible use case
Hospitality · OpsPitches, options, arrivals and incidents visibleStarting intentI want to answer fast without mixing booking, pitch and field request.Concrete exampleCamping Les Peupliers, an 80-pitch family campsite — On a July Saturday, reception receives late-arrival requests, an electrical issue, fridge option and question about a shaded pitch.Business contextExecution planCapitalizationDeliverablesRequest queue · Field actions · Customer repliesConnectable toolsGmail · Google Sheets · Google Calendar
Comic illustration for the Classify issue, proof, goodwill gesture and reply use case
Local shops · Customer successClassify issue, proof, goodwill gesture and replyStarting intentI want to answer quickly and fairly without offering a random goodwill gesture.Concrete exampleComptoir Amande, a 5-person food shop — A customer posts a negative review after a damaged product, then emails a photo and receipt.Business contextExecution planCapitalizationDeliverablesComplaint file · Reply to approve · Suggested gestureConnectable toolsGmail · Google Drive · Google Sheets
Comic illustration for the References, quantities, deadlines and exceptions under control use case
Industrial · OpsReferences, quantities, deadlines and exceptions under controlStarting intentI want to prepare the order without mixing up SKU, price or delivery address.Concrete exampleProFournitures 44, B2B consumables distributor — An industrial customer orders as every month, but adds two unusual SKUs and asks direct delivery to a new site.OrchestrationBusiness contextDecisionDeliverablesOrder file · Pricing points · Supplier follow-upConnectable toolsGmail · Google Sheets · Shopify
Comic illustration for the Start from real stock, photos and customer questions use case
Small ecommerce · MarketingStart from real stock, photos and customer questionsStarting intentI want to publish useful product pages without inventing marketing copy that does not match the shop.Concrete exampleAtelier Coton, a two-person textile ecommerce brand — The brand launches a new short run.Business contextComplete kitCapitalizationDeliverablesProduct page · Variants to check · Short FAQConnectable toolsShopify · Google Drive · Gmail
Comic illustration for the Connect fault, warranty, part and appointment use case
Trades & field work · OpsConnect fault, warranty, part and appointmentStarting intentI want to avoid sending a technician without model, part or warranty proof.Concrete exampleDépann'Maison, a 4-person appliance repair company — A customer calls about a leaking washing machine.Business contextExecution planCapitalizationDeliverablesFault brief · Parts to prepare · Warranty statusConnectable toolsGmail · Google Drive · Google Calendar
Comic illustration for the Frame timing, budget, music, staff and deposit use case
Hospitality · SalesFrame timing, budget, music, staff and depositStarting intentI want to sell the event without forgetting a constraint that will blow up on the night.Concrete exampleBar Minuit Dix, a 5-person neighborhood bar — A customer wants a private event for 45 people on Thursday.Business contextExecution planCapitalizationDeliverablesPrivate event proposal · Service brief · Deposit to trackConnectable toolsGoogle Calendar · Gmail · Stripe
Comic illustration for the Fill slots, prepare files and reminders use case
Garages & auto workshops · OpsFill slots, prepare files and remindersStarting intentI want to fill slots and prepare reminders without interrupting the inspector on the line.Concrete exampleControle Auto Plaine, an independent inspection center — Calls arrive while the inspector is on the lane.Business contextExecution planShared teamDeliverablesCenter schedule · Files to complete · Customer remindersConnectable toolsGoogle Calendar · Gmail · Google Sheets
Comic illustration for the Refill slots and notify the right patients use case
Paramedical practices · OpsRefill slots and notify the right patientsStarting intentI want to fill useful gaps in the schedule without calling ten people randomly.Concrete exampleKiné République, a neighborhood physiotherapy practice — Three cancellations arrive on Thursday morning.Business contextDecisionExecution planDeliverablesSlots to refill · Patients to contact · Messages to approveConnectable toolsGoogle Calendar · Google Sheets · Twilio
Comic illustration for the Manuals, plans, reports and snags without hunting files use case
Industrial · DeliveryManuals, plans, reports and snags without hunting filesStarting intentI want to produce a complete file without chasing every subcontractor.Concrete exampleBatiCoord PME, commercial works coordination — Handover is near.Complete kitBusiness contextCapitalizationDeliverablesDocument list · Technical questions · Site reportConnectable toolsGoogle Drive · Gmail · Asana
Comic illustration for the Gather criteria, documents, budget and project story use case
Finance · LeadershipGather criteria, documents, budget and project storyStarting intentI want to know whether the file is worth the effort and what documents to gather before the deadline.Concrete exampleAtelier Fer & Bois, a local furniture maker — The region opens aid for buying a more energy-efficient machine.Business contextComplete kitDecisionDeliverablesApplication checklist · Missing documents · Project budgetConnectable toolsGoogle Drive · Google Sheets · Gmail
Comic illustration for the Understand price, timing, follow-up and objections use case
Trades & field work · SalesUnderstand price, timing, follow-up and objectionsStarting intentI want to understand why we lose, without running a big sales audit.Concrete exampleReno Loire, an 11-person renovation company — Out of twenty quotes sent, seven never signed.Business contextDecisionCapitalizationDeliverablesLoss reasons · Quotes to requalify · Tests to launchConnectable toolsHubSpot · Gmail · Google Sheets
Comic illustration for the Connect site, visits, proof and corrective actions use case
Field services · OpsConnect site, visits, proof and corrective actionsStarting intentI want to track sites without losing photos, visit dates and requested actions.Concrete exampleHygiène Rhône, a 9-person pest control company — A restaurant reports a suspicious trace between visits.Business contextExecution planCapitalizationDeliverablesVisit register · Sorted photos · Corrective actionsConnectable toolsGoogle Calendar · Google Drive · Gmail
Comic illustration for the Keep useful profiles without creating a heavy ATS use case
HR & recruiting · HRKeep useful profiles without creating a heavy ATSStarting intentI want to find good profiles without setting up an oversized HR tool.Concrete exampleBoulangerie des Quais, a 14-person shop — The bakery needs a sales assistant for September.Business contextExecution planCapitalizationDeliverablesTalent pool · Candidates to revisit · Follow-up messagesConnectable toolsGmail · Google Drive · Google Sheets
Comic illustration for the Reduce gaps, no-shows and special requests use case
Local shops · OpsReduce gaps, no-shows and special requestsStarting intentI want to keep a clean schedule and prepare useful messages without answering during a service.Concrete exampleStudio Jeanne, a neighborhood hair salon — Customers write across several channels to reschedule, request a long color service or check availability.Business contextExecution planCapitalizationDeliverablesAdjusted schedule · Appointment reminders · WaitlistConnectable toolsGoogle Calendar · Gmail · Google Sheets
Comic illustration for the References, proof, workshop and sensitive answers use case
Industrial · OpsReferences, proof, workshop and sensitive answersStarting intentI want to show the workshop's real seriousness without overselling or searching for proof on audit day.Concrete exampleMecaNord, a 28-person machining workshop — A buyer comes to audit the workshop before awarding a batch.Business contextComplete kitDecisionDeliverablesAudit file · Key proof · Sensitive questionsConnectable toolsGoogle Drive · Google Sheets · Gmail
Comic illustration for the Align skills, rooms, absences and appointments use case
Local shops · OpsAlign skills, rooms, absences and appointmentsStarting intentI want to prepare the week without double-booking a room or assigning a treatment to the wrong person.Concrete exampleMaison Nacre, a 7-person beauty salon — Two staff members take time off, one customer requests a specific practitioner and one room is blocked for repair.Business contextExecution planCapitalizationDeliverablesWeekly schedule · Conflicts to solve · Team messagesConnectable toolsGoogle Calendar · Google Sheets · Gmail
Comic illustration for the Prepare rooms, times, requests and payment use case
Hospitality · OpsPrepare rooms, times, requests and paymentStarting intentI want reception to know who arrives, what is missing and what to prepare.Concrete exampleHôtel des Tilleuls, an 18-room family hotel — A busy Friday approaches with late arrivals, baby cot request, partial payment and two rooms vacating late.Business contextExecution planCapitalizationDeliverablesArrivals list · Customer exceptions · Pre-arrival messagesConnectable toolsGoogle Calendar · Gmail · Google Sheets
Comic illustration for the Gather photos, warranties, intervention and customer context use case
Trades & field work · OpsGather photos, warranties, intervention and customer contextStarting intentI want to qualify support and prepare the intervention without losing photos, serial numbers and warranties.Concrete exampleSolaire Garonne, a 6-person solar installer — One customer reports lower production, another does not understand the app and one inverter warranty needs checking.Business contextExecution planShared teamDeliverablesSupport brief · Items to check · Customer questionsConnectable toolsGoogle Drive · Gmail · Google Calendar
Comic illustration for the Prioritize heat, sensitive customer and available part use case
Trades & field work · OpsPrioritize heat, sensitive customer and available partStarting intentI want to triage urgency without losing technical details or promising the impossible.Concrete exampleClimAzur, a 7-person AC installer and maintainer — A heatwave week triggers thirty requests: shop without AC, overheated medical practice, unhappy homeowner, unit under contract and unknown installation.Business contextExecution planCapitalizationDeliverablesRepair queue · Parts to prepare · Customer messagesConnectable toolsGoogle Calendar · Google Drive · Gmail
Comic illustration for the Connect customer need, impact and product decision use case
B2B SaaS · Customer successConnect customer need, impact and product decisionStarting intentI want to keep the real need without promising a roadmap too fast.Concrete exampleSyllabe SaaS, vertical software for training providers — Three customers ask for a similar but not identical change around funder exports.Shared teamBusiness contextExecution planDeliverablesQualified ticket · Customer history · Prepared replyConnectable toolsIntercom · Linear · HubSpot
Comic illustration for the Prepare zones, gaps, teams and corrections use case
Local shops · OpsPrepare zones, gaps, teams and correctionsStarting intentI want to prepare inventory by zones and know what to check before correcting stock.Concrete exampleMaison Lora, a neighborhood fine grocery — Inventory must happen after closing.OrchestrationBusiness contextExecution planDeliverablesCounting plan · Inventory zones · Sensitive referencesConnectable toolsGoogle Sheets · Airtable · Shopify
Comic illustration for the Prepare the week's posts without losing Sunday use case
Local shops · MarketingPrepare the week's posts without losing SundayStarting intentI want three useful posts this week, with my real photos and local tone.Concrete exampleMaison Lora, a neighborhood fine grocery — The shop has new products, arrivals and phone photos, but posts are made late at night when energy remains.Complete kitBusiness contextCapitalizationDeliverablesWeekly calendar · Posts ready to approve · Photo ideasConnectable toolsGoogle Drive · Google Calendar · Notion
Comic illustration for the Compare markets before investing use case
B2B SaaS · LeadershipCompare markets before investingStarting intentCompare these three markets and recommend which one we should prioritize.Concrete exampleFleetMind, a logistics SaaS startup — The team hesitates between regional carriers, equipment rental companies and maintenance networks.DecisionBusiness contextOrchestrationDeliverablesScorecard · Risk analysis · Prioritized recommendationConnectable toolsAirtable · Google Sheets · HubSpot
Comic illustration for the Rebuild a demo around real objections use case
B2B SaaS · SalesRebuild a demo around real objectionsStarting intentMy demos convert poorly. Analyze the issue and propose a new flow.Concrete exampleDataForge, a data SaaS vendor — Sales runs many demos, but prospects do not move to proposal stage.Business contextExecution planCapitalizationDeliverablesDiscovery script · Demo flow · ObjectionsConnectable toolsGranola · HubSpot · Google Drive
Comic illustration for the Assemble numbers, decisions and narrative use case
B2B SaaS · LeadershipAssemble numbers, decisions and narrativeStarting intentPrepare the monthly board with facts, risks and decisions to make.Concrete exampleGreenOps, a climate scale-up — The board is coming.DecisionOrchestrationComplete kitDeliverablesSummary · Agenda · DecisionsConnectable toolsGoogle Sheets · Excel · Google Drive
Comic illustration for the Align locations, permits, stock and weather use case
Hospitality · OpsAlign locations, permits, stock and weatherStarting intentI want to know where to go, what to load and whom to notify if plans change.Concrete exampleLe Camion Paprika, a 3-person food truck — The week includes a market, two business-park services and a private event.Business contextExecution planCapitalizationDeliverablesLocation schedule · Loading list · Confirmation messagesConnectable toolsGoogle Calendar · Google Sheets · Gmail
Comic illustration for the Anticipate cleaning, keys, messages and guest requests use case
Real estate · OpsAnticipate cleaning, keys, messages and guest requestsStarting intentI want each arrival ready without searching through several conversations.Concrete exampleCles du Port, a short-term rental concierge service — Four arrivals land on the same day, one of them late.Business contextExecution planShared teamDeliverablesArrival cards · Cleaning schedule · Guest messagesConnectable toolsGoogle Calendar · Gmail · Google Sheets
Comic illustration for the Slots, storage, sizes and customer reminders use case
Garages & auto workshops · OpsSlots, storage, sizes and customer remindersStarting intentI want to fill the workshop without searching for each customer's tires at the last minute.Concrete exampleGarage Pinson, a neighborhood auto workshop — First frosts approach and 90 customers need tire changes.Business contextExecution planCapitalizationDeliverablesCustomers to remind · Tires to prepare · Orders to placeConnectable toolsGoogle Calendar · Google Sheets · Twilio
Comic illustration for the Prepare access, instructions, equipment and first tasks use case
HR & recruiting · HRPrepare access, instructions, equipment and first tasksStarting intentI want to prepare someone's arrival without improvising everything that morning.Concrete exampleNet&Clair, a 12-person cleaning company — A new employee starts Monday on two customer sites.Business contextExecution planCapitalizationDeliverablesArrival checklist · Instruction kit · First-days planConnectable toolsGoogle Drive · Google Calendar · Gmail
Comic illustration for the Warn customers, stock and suppliers before blockage use case
Small ecommerce · OpsWarn customers, stock and suppliers before blockageStarting intentI want to know what to tell customers and what to reorder, without improvising case by case.Concrete exampleMaison Avril, a decor shop with online sales — A flagship product goes out of stock while preorders are already paid.Business contextExecution planDecisionDeliverablesAffected orders · Customer messages · Refund decisionsConnectable toolsShopify · Gmail · Stripe
Comic illustration for the Deposits, customers, carriers and credits tracked use case
Industrial · OpsDeposits, customers, carriers and credits trackedStarting intentI want to stop losing money on supports that never came back.Concrete exampleTerroirs Frais, a regional food wholesaler — After three deliveries, eight pallets and several returnable crates are missing.Business contextExecution planCapitalizationDeliverablesReturn register · Gaps to follow up · Expected creditsConnectable toolsGoogle Sheets · Google Drive · Gmail
Comic illustration for the Coordinate drop-off, rotation, access and billing use case
Field services · OpsCoordinate drop-off, rotation, access and billingStarting intentI want to avoid a blocked skip, refused waste or disputed invoice.Concrete exampleBennes Express 31, a local skip rental company — A renovation site asks for an earlier rotation.Business contextExecution planCapitalizationDeliverablesRental file · Rotation schedule · Photo proofConnectable toolsGoogle Calendar · Google Drive · Gmail
Comic illustration for the Track menu, allergies, delivery and equipment use case
Hospitality · OpsTrack menu, allergies, delivery and equipmentStarting intentI want the team to know exactly what to produce, load and confirm before the event.Concrete exampleMaison Paloma, an 8-person event caterer — The day before a cocktail event, the guest count changes, two allergies are added and the client asks for earlier delivery.Complete kitBusiness contextExecution planDeliverablesEvent brief · Production list · Loading listConnectable toolsGoogle Drive · Gmail · Google Sheets
Comic illustration for the Prepare payroll with clean proof and approvals use case
HR & recruiting · HRPrepare payroll with clean proof and approvalsStarting intentI want to prepare variable payroll elements without missing proof or creating team tension.Concrete examplePasta Mundi, a 14-seat Italian restaurant — Two services ended late, one waitress replaced at short notice and the chef wants to pay an exceptional bonus.Business contextExecution planCapitalizationDeliverablesVariables summary · Points to approve · Filed proofConnectable toolsGoogle Sheets · Google Calendar · Gmail
Comic illustration for the See absences, customer impact and fixes use case
HR & recruiting · HRSee absences, customer impact and fixesStarting intentI want to approve leave without putting operations in the red.Concrete exampleAzur Proprete, a 9-person office cleaning company — Two employees request leave during the same week.Business contextOrchestrationExecution planDeliverablesAbsence view · Schedule risks · Replacement optionsConnectable toolsGoogle Calendar · Google Sheets · Slack
Comic illustration for the Menu, deposit, allergies and seating plan in one place use case
Hospitality · OpsMenu, deposit, allergies and seating plan in one placeStarting intentI want to prepare service without rereading the whole customer conversation.Concrete exampleLe Zinc Bleu, a 28-seat restaurant — A company books for 22 people, then moves to 26, asks for two vegetarian menus and delays the deposit.OrchestrationBusiness contextExecution planDeliverablesGroup brief · Kitchen/front brief · Deposit follow-upConnectable toolsGoogle Calendar · Gmail · Google Sheets
Comic illustration for the Turn an offer idea into a sales kit use case
Consulting · LeadershipTurn an offer idea into a sales kitStarting intentI want to launch an AI audit offer for SMBs. Help me structure and sell it.Concrete exampleAtelier Nova, a 12-person consulting firm — The founder wants to sell an AI audit to SMB industrial clients, but the idea is still three notes and two client examples.OrchestrationComplete kitExecution planDeliverablesPositioning · Offer page · PricingConnectable toolsGoogle Drive · Google Docs · HubSpot
Comic illustration for the Have photos, keys, meters and documents ready use case
Real estate · OpsHave photos, keys, meters and documents readyStarting intentI want to prepare the visit and forget nothing before being in the apartment.Concrete exampleImmo Canal, an independent rental agency — Two inventory visits are scheduled Friday.Business contextExecution planComplete kitDeliverablesInventory file · Visit checklist · Sensitive pointsConnectable toolsGoogle Calendar · Google Drive · Gmail
Comic illustration for the Turn habits into a reliable checklist use case
Local shops · OpsTurn habits into a reliable checklistStarting intentI want a simple checklist so a replacement can open or close without panic.Concrete exampleBistrot Louise, a 7-person restaurant — A waitress replaces the manager for Saturday opening.CapitalizationBusiness contextExecution planDeliverablesOpening checklist · Closing checklist · Local exceptionsConnectable toolsNotion · Google Drive · Google Sheets
Comic illustration for the Contacts, access, critical tasks and delegation ready use case
Consulting · LeadershipContacts, access, critical tasks and delegation readyStarting intentI want the business to hold for a few days without everything relying on one person.Concrete exampleAtelier Durand, a 6-person plumbing and heating company — The owner must be away for three days after a family emergency.Business contextDecisionCapitalizationDeliverablesContinuity plan · Critical tasks · Access to checkConnectable toolsGoogle Drive · Google Calendar · Gmail
Comic illustration for the Align arrival, cleaning, incident and owner use case
Real estate · OpsAlign arrival, cleaning, incident and ownerStarting intentI want each stay ready and exceptions visible before arrival.Concrete exampleClé Bleue, a concierge service for 18 rentals — A guest arrives at 5pm, cleaning is delayed, linen is missing and the owner must be warned about a small incident.OrchestrationBusiness contextExecution planDeliverablesStay brief · Guest messages · Field alertsConnectable toolsGoogle Calendar · Gmail · Google Drive
Comic illustration for the Gather plans, photos and options before pricing use case
Trades & field work · SalesGather plans, photos and options before pricingStarting intentI want to price without forgetting an option or promising an unrealistic timeline.Concrete exampleVoltéo, a two-person renovation electrician — A landlord wants to redo the wiring of a two-bedroom flat before renting it.Business contextDecisionComplete kitDeliverablesPricing file · Customer options · Pre-quote questionsConnectable toolsGoogle Drive · Gmail · Google Sheets
Comic illustration for the Align departures, priorities, linen and incidents use case
Hospitality · OpsAlign departures, priorities, linen and incidentsStarting intentI want the team to know which rooms to do first and what to report.Concrete exampleHôtel des Tilleuls, an 18-room family hotel — Two rooms must be ready early, another reported a broken lamp and linen stock is low.Business contextExecution planCapitalizationDeliverablesHousekeeping plan · Priority rooms · Incidents to handleConnectable toolsGoogle Sheets · Google Calendar · Slack
Comic illustration for the Prepare participants, room, materials and reminders use case
Training · OpsPrepare participants, room, materials and remindersStarting intentI want the session to be ready without rebuilding the same checklist for every course.Concrete exampleFormaPratique, a 3-person training provider — A session starts Tuesday with eight participants, a rented room and materials still to print.Complete kitBusiness contextExecution planDeliverablesSession file · Participant list · InvitesConnectable toolsGoogle Calendar · Gmail · Google Drive
Comic illustration for the Turn client intent into a usable brief use case
Agencies · MarketingTurn client intent into a usable briefStarting intentI want to know what to produce, for whom, with what budget and which approval.Concrete exampleAtelier Onze, a 6-person communication agency — A restaurant owner wants a launch campaign in ten days.Business contextComplete kitExecution planDeliverablesUsable brief · Production plan · Approval messageConnectable toolsGmail · Google Drive · Asana
Comic illustration for the Align proof, city hall, fitter and facade access use case
Agencies · OpsAlign proof, city hall, fitter and facade accessStarting intentI want to install without wrong version, blocked street or waiting shopkeeper.Concrete exampleGraphiPose, a 10-person sign workshop — A shop opens in fifteen days.OrchestrationBusiness contextExecution planDeliverablesInstallation file · Approved version · City/customer follow-upsConnectable toolsGoogle Drive · Gmail · Google Calendar
Comic illustration for the Connect ideas, suppliers, margin and customer feedback use case
Hospitality · OpsConnect ideas, suppliers, margin and customer feedbackStarting intentI want to release an interesting menu without losing margin or forgetting operations.Concrete exampleLa Table des Halles, an 11-person bistro restaurant — The chef wants an autumn menu, but some products increased and two dishes last year slowed service too much.Business contextDecisionComplete kitDeliverablesMenu draft · Margin points · Team briefConnectable toolsGoogle Sheets · Gmail · Google Drive
Comic illustration for the Plans, assumptions, documents and client questions aligned use case
Consulting · DeliveryPlans, assumptions, documents and client questions alignedStarting intentI want to know what is missing before producing a fragile technical note.Concrete exampleAmoes Terrain, an 11-person energy engineering office — A client sends partial plans for an energy renovation.Complete kitBusiness contextCapitalizationDeliverablesDocument list · Technical questions · Site reportConnectable toolsGoogle Drive · Gmail · Asana
Comic illustration for the Turn a vehicle call into a workshop ticket use case
Garages & auto workshops · OpsTurn a vehicle call into a workshop ticketStarting intentI want garage requests to arrive as clear tickets before the vehicle gets here.Concrete exampleGarage Picard, a 4-person independent workshop — Customers call with a noise, warning light or intermittent issue.Business contextExecution planShared teamDeliverablesWorkshop ticket · Customer questions · Suggested slotConnectable toolsGoogle Calendar · Google Sheets · Gmail
Comic illustration for the Gather photos, quotes and insurer follow-ups use case
Trades & field work · OpsGather photos, quotes and insurer follow-upsStarting intentI want the insurance file to move forward without constantly searching for the same photo or quote.Concrete exampleAtelier Durand, a 6-person plumbing and heating company — A van is broken into overnight and several tools disappear.Business contextExecution planCapitalizationDeliverablesClaim file · Timeline · Documents to provideConnectable toolsGmail · Google Drive · Google Sheets
Comic illustration for the Collect receipts, mileage and approvals without receipt chasing use case
Consulting · FinanceCollect receipts, mileage and approvals without receipt chasingStarting intentI want to close expenses without chasing the team five times or policing everyone.Concrete exampleStudio Brume, a 9-person web agency — Every month-end, expenses arrive in a jumble: train for a client meeting, parking, team meal, font purchase, project manager mileage.Business contextExecution planCapitalizationDeliverablesExpenses to approve · Missing receipts · Team follow-upsConnectable toolsGmail · Google Drive · Google Sheets
Comic illustration for the Turn missions into reusable assets use case
Consulting · LeadershipTurn missions into reusable assetsStarting intentI want to keep what works without spending a day documenting.Concrete exampleClair Conseil, independent organization consultant — After three similar missions, the consultant notices the same workshops and objections returning.CapitalizationBusiness contextExecution planDeliverablesClient synthesis · Action plan · Prepared follow-upsConnectable toolsGoogle Drive · Notion · Gmail
Comic illustration for the Start from real news, not hollow copy use case
Local shops · MarketingStart from real news, not hollow copyStarting intentI want to prepare a short, local and useful newsletter with what is really happening this week.Concrete exampleLibrairie du Marche, an independent bookstore — The bookstore receives new arrivals, prepares an author event and changes hours during holidays.Business contextComplete kitCapitalizationDeliverablesNewsletter plan · Short copy · Photo selectionConnectable toolsMailchimp · Google Drive · Google Calendar
Comic illustration for the Turn customer photos into a useful visit use case
Trades & field work · OpsTurn customer photos into a useful visitStarting intentI want to know whether to secure, tarp, quote or request more proof.Concrete exampleToits Bertin, a 4-person roofer — After a storm, a real estate agency reports a leak in an occupied flat.Business contextExecution planCapitalizationDeliverablesRoof brief · Sorted photos · Urgent actionConnectable toolsGmail · Google Drive · Google Calendar
Comic illustration for the Follow up quotes without forgetting anyone use case
Trades & field work · SalesFollow up quotes without forgetting anyoneStarting intentI want simple, polite and adapted follow-ups for my pending quotes.Concrete exampleMaison & Pose, an independent installation carpenter — Around ten quotes are open: some are three days old, others three weeks.Business contextExecution planCapitalizationDeliverablesQuote follow-up list · Personalized messages · Sales prioritiesConnectable toolsGmail · Google Sheets · Pipedrive
Comic illustration for the Turn a product update into a campaign use case
B2B SaaS · MarketingTurn a product update into a campaignStarting intentWe are launching this product update. Prepare messages, plan and assets.Concrete exampleModjoCare, a healthcare SaaS — A new team coordination feature is ready, but marketing, sales and CSM each tell a different story.OrchestrationComplete kitBusiness contextDeliverablesCalendar · Announcement page · EmailsConnectable toolsHubSpot · Gmail · Notion
Comic illustration for the Documents, income, follow-ups and decision without chaos use case
Real estate · OpsDocuments, income, follow-ups and decision without chaosStarting intentI want to know which applications are complete before presenting them to the owner.Concrete exampleAgence du Parc, a 6-person local real estate agency — For a highly requested flat, twelve candidates send documents across several emails.Business contextExecution planCapitalizationDeliverablesFile statuses · Missing documents · Owner summaryConnectable toolsGmail · Google Drive · Google Sheets
Comic illustration for the Keep approvals, documents and follow-ups together use case
Training · FinanceKeep approvals, documents and follow-ups togetherStarting intentI want to know which files are blocked before cash or the next session suffers.Concrete exampleForma Loire, a 5-person training provider — Three funding files are pending: a signed agreement, a missing attendance sheet and a blocked invoice.Business contextCapitalizationExecution planDeliverablesFile statuses · Funder follow-ups · Missing documentsConnectable toolsGoogle Drive · Gmail · Google Sheets
Comic illustration for the Connect weather, orders and leftovers before mixing use case
Local shops · OpsConnect weather, orders and leftovers before mixingStarting intentI want to produce enough without waste or discovering an order too late.Concrete exampleMaison Lorette, a 9-person neighborhood bakery — Before a local market, the bakery has more pastry orders, but many special breads remain.Business contextExecution planCapitalizationDeliverablesProduction sheet · Special orders · Decisions to makeConnectable toolsGoogle Sheets · Google Calendar · Gmail
Comic illustration for the Know which stores understood and applied use case
Local shops · OpsKnow which stores understood and appliedStarting intentI want to avoid every store interpreting the instruction their own way.Concrete exampleMaison Deco, network of 5 independent stores — A promotion must start Saturday in five stores.Shared teamOrchestrationExecution planDeliverablesNetwork instructions · Incident synthesis · Store actionsConnectable toolsSlack · Google Sheets · Google Drive
Comic illustration for the Connect fault, remote, site and history use case
Trades & field work · OpsConnect fault, remote, site and historyStarting intentI want to know what to test before sending someone, and with which part.Concrete exampleAccès Nord, a 6-person gate installer — A condominium gate stays open intermittently.Business contextExecution planCapitalizationDeliverablesSupport brief · Tests to request · Likely partsConnectable toolsGoogle Drive · Gmail · Airtable
Comic illustration for the Anticipate usage, invoice, objection and follow-up use case
B2B SaaS · SalesAnticipate usage, invoice, objection and follow-upStarting intentI want to know which customers to renew and what to say before the deadline.Concrete exampleAdminSoft PME, B2B management software — Four contracts are coming due.Shared teamBusiness contextExecution planDeliverablesQualified ticket · Customer history · Prepared replyConnectable toolsStripe · HubSpot · Gmail
Comic illustration for the Answer reviews without sounding fake use case
Local shops · MarketingAnswer reviews without sounding fakeStarting intentI want to spot reviews to handle, answer cleanly and extract recurring learnings.Concrete exampleBistrot Cambronne, a neighborhood restaurant — Reviews pile up: some thank the team, others mention waiting time, noise or a lost reservation.Business contextCapitalizationExecution planDeliverablesReviews to handle · Replies to approve · Recurring irritantsConnectable toolsGoogle Business Profile · Gmail · Google Sheets
Comic illustration for the Gather hours, absences, variables and approvals use case
HR & recruiting · HRGather hours, absences, variables and approvalsStarting intentI want to prepare payroll variables to send, without guessing or missing an approval.Concrete exampleClim Service 31, a 9-person HVAC maintenance company — Month end is approaching.Business contextExecution planCapitalizationDeliverablesVariable recap · Absences to approve · Missing proofConnectable toolsGoogle Sheets · Google Calendar · Gmail
Comic illustration for the SKUs, prices, visuals and availability consistent use case
Industrial · MarketingSKUs, prices, visuals and availability consistentStarting intentI want to update without breaking customer habits or publishing an error.Concrete exampleComptoir Technique Est, B2B catalog for tradespeople — A supplier replaces twenty SKUs and raises prices.OrchestrationBusiness contextDecisionDeliverablesOrder file · Pricing points · Supplier follow-upConnectable toolsShopify · Google Drive · Google Sheets
Comic illustration for the Gather figures, proof and questions before talks use case
Finance · LeadershipGather figures, proof and questions before talksStarting intentI want to present or review the business without missing the questions that really change value.Concrete exampleCycles Martin, a 7-person bike workshop and shop — The founder is nearing retirement and speaking with two potential buyers.Business contextDecisionComplete kitDeliverablesSale file · Buyer questions · Key documentsConnectable toolsGoogle Drive · Google Sheets · Gmail
Comic illustration for the Location, urgency, vehicle and destination without guesswork use case
Garages & auto workshops · OpsLocation, urgency, vehicle and destination without guessworkStarting intentI want to qualify fast without sending the wrong truck or missing critical information.Concrete exampleAuto Secours Vallée, a 5-person towing company — A driver calls from a local road, stressed, with a car that will not start.Business contextExecution planCapitalizationDeliverablesTow brief · Missing information · Job priorityConnectable toolsTwilio · Google Calendar · Google Sheets
Comic illustration for the Standardize a new customer kickoff use case
B2B SaaS · Customer successStandardize a new customer kickoffStarting intentPrepare a customer onboarding kit to standardize our kickoffs.Concrete examplePilotDesk, a B2B software integrator — Each new customer starts differently.Complete kitCapitalizationBusiness contextDeliverablesPlaybook · Checklist · Kickoff emailConnectable toolsHubSpot · Google Drive · Google Calendar
Comic illustration for the Owner, quote, updates and documents clear use case
Paramedical practices · OpsOwner, quote, updates and documents clearStarting intentI want to track administration without mixing updates, quotes and documents.Concrete exampleClinique Veto Loire, a 12-person veterinary clinic — An animal stays hospitalized for two days.Business contextExecution planCapitalizationDeliverablesHospitalization queue · Owner messages · Documents to approveConnectable toolsGmail · Google Drive · Google Sheets
Comic illustration for the Group routes, chemicals and seasonal requests use case
Field services · OpsGroup routes, chemicals and seasonal requestsStarting intentI want to organize routes without forgetting chemicals, garden access or pool history.Concrete exampleAzur Bassins, a 4-person pool maintenance company — After three hot days, fifteen customers report cloudy water, noisy pump or startup request.Business contextExecution planCapitalizationDeliverablesPool route · Chemicals to prepare · Customer questionsConnectable toolsGoogle Calendar · Google Sheets · Twilio
Comic illustration for the File contracts, invoices and records before they vanish use case
Finance · OpsFile contracts, invoices and records before they vanishStarting intentI want to find a document when the bank, accountant, customer or employee asks for it.Concrete exampleCabinet Rive, an independent accounting firm with 3 staff — The firm wants to prepare its own annual archive, even though it files client documents very well.CapitalizationBusiness contextExecution planDeliverablesBatches to file · Orphan documents · Naming rulesConnectable toolsGoogle Drive · Gmail · Dropbox
Comic illustration for the Track sales, expiries, redemptions and follow-ups use case
Local shops · SalesTrack sales, expiries, redemptions and follow-upsStarting intentI want to track cards without losing revenue or frustrating a customer at the counter.Concrete exampleBoutique Junon, a 4-person concept store — After Christmas, several customers return with gift cards.Business contextExecution planCapitalizationDeliverablesGift card register · Cards to monitor · Customer repliesConnectable toolsGoogle Sheets · Stripe · Gmail
Comic illustration for the Orders, blockers, capacity and decisions clear use case
Industrial · OpsOrders, blockers, capacity and decisions clearStarting intentI want a short meeting that decides, not a confused roundtable.Concrete exampleAtelier Fer & Bois, a local furniture maker — Monday morning, three orders are late, one machine is unavailable and one customer asks for earlier delivery.Business contextExecution planCapitalizationDeliverablesMeeting brief · Priority blockers · Decisions to makeConnectable toolsGoogle Sheets · Google Calendar · Gmail
Comic illustration for the Turn cash uncertainty into a plan use case
Finance · FinanceTurn cash uncertainty into a planStarting intentHelp me prepare a cash forecast and actions if things drift.Concrete exampleBuroMeca, a maintenance SMB — Two large clients pay late and three machine purchases land in the same month.DecisionBusiness contextExecution planDeliverablesForecast · Scenarios · AlertsConnectable toolsGoogle Sheets · Excel · Stripe
Comic illustration for the Price deliverables, rights, feedback and timelines use case
Agencies · SalesPrice deliverables, rights, feedback and timelinesStarting intentI want to quote fast without underpricing the studio's real workload.Concrete exampleStudio Trait Net, a 4-person graphic studio — An SME asks for a logo, short brand guide, email signatures and three LinkedIn templates.Business contextComplete kitExecution planDeliverablesUsable brief · Production plan · Approval messageConnectable toolsGoogle Drive · Pipedrive · Google Sheets
Comic illustration for the Clarify need, ads, screening and interviews use case
HR & recruiting · HRClarify need, ads, screening and interviewsStarting intentI want to frame the role, publish a simple ad and screen applicants without losing my evenings.Concrete exampleAtelier Simon, a 5-person artisan pastry shop — The owner wants to recruit an apprentice before September, but does not know how to phrase the role: production help, Saturday sales, early hours, skills to learn and personality fit with a small team.Business contextExecution planDecisionDeliverablesNeed brief · Short job ad · Simple scorecardConnectable toolsGmail · Google Drive · Google Calendar
Comic illustration for the Prepare weather, equipment, access and route use case
Trades & field work · OpsPrepare weather, equipment, access and routeStarting intentI want to prepare the landscaping route with the right equipment and customer instructions.Concrete exampleJardins Vignal, a 6-person landscaping company — Rain is forecast, two customers change time and one machine is already booked for another job.Business contextExecution planOrchestrationDeliverablesGarden route · Machine list · Weather alertsConnectable toolsGoogle Calendar · Google Sheets · Gmail
Comic illustration for the Secure quantities, allergies, pickup and deposit use case
Local shops · OpsSecure quantities, allergies, pickup and depositStarting intentI want to avoid platter, timing or allergen mistakes.Concrete exampleBoucherie Roussel, a 6-person family butcher shop — Three orders arrive for the same weekend: birthday, company aperitif and hunting meal.Business contextExecution planComplete kitDeliverablesOrder brief · Production list · Customer confirmationConnectable toolsGoogle Calendar · Google Sheets · Gmail
Comic illustration for the Critical stock, batches, expiries and orders use case
Industrial · OpsCritical stock, batches, expiries and ordersStarting intentI want to avoid running out of a basic consumable that blocks a whole batch.Concrete exampleBioMesure, a 16-person industrial testing lab — A test batch is planned, but one consumable is near low threshold and another batch expires soon.Business contextExecution planCapitalizationDeliverablesCritical stock · Dates to watch · Orders to placeConnectable toolsGoogle Sheets · Gmail · Google Calendar
Comic illustration for the See prices, deadlines and clauses before renewal use case
Industrial · FinanceSee prices, deadlines and clauses before renewalStarting intentI want to know what renews soon, what increased and what should be renegotiated.Concrete examplePasta Mundi, a 14-seat Italian restaurant — Within two months, energy, till, linen delivery and cleaning contracts reach renewal.Business contextDecisionExecution planDeliverablesRenewal tracker · Detected increases · Supplier follow-upsConnectable toolsGmail · Google Calendar · Google Drive
Comic illustration for the Avoid double bookings and forgotten returns use case
Industrial · OpsAvoid double bookings and forgotten returnsStarting intentI want to know which equipment is available, what to confirm and which returns to follow up.Concrete exampleLocaMat Nord, a local equipment rental branch — A customer asks for a mini excavator on Monday, but the previous return is uncertain and another file lacks a deposit.Business contextExecution planDecisionDeliverablesEquipment schedule · Booking conflicts · Return follow-upsConnectable toolsGoogle Calendar · Google Sheets · Gmail
Comic illustration for the Stop losing permits, documents and follow-ups use case
Trades & field work · OpsStop losing permits, documents and follow-upsStarting intentI want to know who waits for what, which document is missing and when to follow up without annoying everyone.Concrete exampleFleur d'Angle, a city-center florist — The florist wants to install a small outdoor display for wedding season.Business contextExecution planCapitalizationDeliverablesAdministrative file · Missing documents · Dated follow-upsConnectable toolsGmail · Google Drive · Google Calendar
Comic illustration for the Sort claims, certificates and renewals use case
Finance · OpsSort claims, certificates and renewalsStarting intentI want to triage requests and prepare what is missing before answering the customer or insurer.Concrete exampleCabinet Roux Assurances, a local insurance broker — In the same day, one client asks for a certificate, another sends claim photos and three renewals are coming due.Business contextExecution planCapitalizationDeliverablesRequest queue · Missing documents · Messages to approveConnectable toolsGmail · Google Drive · Google Sheets
Comic illustration for the Clarify venue, key moments, deliverables and rights use case
Agencies · SalesClarify venue, key moments, deliverables and rightsStarting intentI want to prepare the client brief and avoid discovering expectations on event day.Concrete exampleStudio Albane, an independent photographer — A customer books coverage for a corporate evening, but the quote does not specify must-have moments, people to photograph or delivery timeline.Business contextExecution planComplete kitDeliverablesShoot brief · Shot list · Customer questionsConnectable toolsGoogle Calendar · Google Drive · Gmail
Comic illustration for the Connect context, goals, scope and workload use case
Consulting · SalesConnect context, goals, scope and workloadStarting intentI want to send a precise proposal without starting from a blank page.Concrete exampleKapa Conseil, a 3-person operations consulting firm — An SME owner asks for help with sales organization.CapitalizationBusiness contextExecution planDeliverablesClient synthesis · Action plan · Prepared follow-upsConnectable toolsGoogle Drive · Gmail · Pipedrive
Comic illustration for the Leave files, urgencies and decisions clear use case
Consulting · LeadershipLeave files, urgencies and decisions clearStarting intentI want to leave without making the team guess what matters.Concrete exampleStudio Mistral, a 4-person web agency — The founder leaves for ten days.Business contextDecisionCapitalizationDeliverablesHandover memo · Sensitive files · Approval rulesConnectable toolsGmail · Google Calendar · Notion
Comic illustration for the Deadlines, proof, audits and actions in one place use case
Industrial · OpsDeadlines, proof, audits and actions in one placeStarting intentI want to track quality actions without discovering gaps during audit week.Concrete exampleMecaFlow, an 80-person industrial workshop — The follow-up audit approaches.Business contextExecution planCapitalizationDeliverablesAction register · Missing proof · Audit preparationConnectable toolsGoogle Drive · Google Sheets · Gmail
Comic illustration for the Make a real estate project clear and defensible use case
Real estate · SalesMake a real estate project clear and defensibleStarting intentPrepare a clear investor pack for this real estate project.Concrete examplePierre & Cycle, a local property firm — The team prepares an investor pack to turn an old workshop into a mixed-use residence, with several yield assumptions.Business contextComplete kitDecisionDeliverablesPack · Assumptions · RisksConnectable toolsGoogle Drive · Google Sheets · Excel
Comic illustration for the Turn web leads into useful follow-ups use case
Small ecommerce · MarketingTurn web leads into useful follow-upsStarting intentI want to know whom to follow up, with which angle, without sending an out-of-context automated sequence.Concrete exampleBois & Formes, a carpentry workshop with web requests — The website generates quote requests for custom furniture, but many remain unanswered after a first exchange.Business contextExecution planDecisionDeliverablesLeads to follow up · Personalized messages · Sales prioritiesConnectable toolsHubSpot · Gmail · Google Sheets
Comic illustration for the Track glasses orders, support and customer reminders use case
Local shops · OpsTrack glasses orders, support and customer remindersStarting intentI want to track orders and prepare customer reminders without automating medical advice.Concrete exampleOptique des Halles, an independent optician — Between two customers, the team receives a lens confirmation, a warranty request and a call asking whether a frame has arrived.Business contextExecution planCapitalizationDeliverablesOrder queue · Customer reminders · Blocked filesConnectable toolsGoogle Sheets · Gmail · Google Calendar
Comic illustration for the Retrieve certificates, registers and actions before inspection use case
Hospitality · OpsRetrieve certificates, registers and actions before inspectionStarting intentI want to prepare the visit without rebuilding three years of history in a rush.Concrete exampleLe Comptoir Sureau, a neighborhood cafe — The cafe hears that an inspection may happen in the coming weeks.Business contextExecution planCapitalizationDeliverablesVisit file · Available certificates · Actions to fixConnectable toolsGoogle Calendar · Google Drive · Gmail
Comic illustration for the Surface VAT, documents and anomalies before the deadline use case
Local shops · FinanceSurface VAT, documents and anomalies before the deadlineStarting intentI want to reach VAT day with documents already sorted and questions ready for the accountant.Concrete exampleMaison Line, a 4-person home decor shop — The owner prepares VAT on the 18th, after a strong sales week and two supplier returns.Business contextExecution planCapitalizationDeliverablesMonthly VAT pack · Missing documents · Accountant questionsConnectable toolsGmail · Google Drive · Google Sheets
Comic illustration for the Align booth, messages, meetings and follow-ups use case
Industrial · MarketingAlign booth, messages, meetings and follow-upsStarting intentI want to arrive at the show with a clear plan, not just brochures and good intentions.Concrete exampleMecaFlow, an 80-employee industrial SMB — The trade show starts in three weeks.OrchestrationComplete kitExecution planDeliverablesTrade show plan · Booth pitch · Prospect listConnectable toolsHubSpot · Google Calendar · Google Drive
Comic illustration for the See gaps, tickets, corrections and affected sites use case
Local shops · FinanceSee gaps, tickets, corrections and affected sitesStarting intentI want to understand incidents without calling every store.Concrete exampleComptoir Urbain, local store chain — Three stores report end-of-day gaps: refund without receipt, card terminal blocked and manual discount.Shared teamOrchestrationExecution planDeliverablesNetwork instructions · Incident synthesis · Store actionsConnectable toolsGoogle Sheets · Gmail · Slack
Comic illustration for the Understand site, risks and access before visiting use case
Trades & field work · SalesUnderstand site, risks and access before visitingStarting intentI want to prepare a useful visit without selling a system from a vague request.Concrete exampleSécuPro Local, a 6-person alarm installer — An independent jewelry shop asks for a quote after an attempted break-in.Business contextDecisionExecution planDeliverablesVisit brief · Risk questions · Documents to requestConnectable toolsGoogle Drive · Gmail · Google Calendar
Comic illustration for the Centralize reservations, groups and special requests use case
Hospitality · OpsCentralize reservations, groups and special requestsStarting intentI want to prepare service with special requests and avoid surprises during the rush.Concrete exampleBistrot Cambronne, a neighborhood restaurant — Friday service arrives with groups, allergies, terrace requests and late cancellations.Business contextExecution planShared teamDeliverablesService plan · Confirmations · Special requestsConnectable toolsGoogle Calendar · Google Sheets · Gmail
Comic illustration for the Assemble numbers, proof and story before the meeting use case
Finance · LeadershipAssemble numbers, proof and story before the meetingStarting intentI want to meet the bank with a clear file, not three exports and an improvised explanation.Concrete exampleMecaNord, a 28-person machining workshop — The workshop wants to buy a used machine before a competitor does.Business contextDecisionComplete kitDeliverablesBank summary · Supporting documents · Questions to anticipateConnectable toolsGoogle Sheets · Google Drive · Gmail
Comic illustration for the Keep symptoms, impact, actions and message aligned use case
B2B SaaS · OpsKeep symptoms, impact, actions and message alignedStarting intentI want to coordinate without drowning technicians or leaving the customer without updates.Concrete exampleInfraZen, a 10-person IT integrator — A customer reports an intermittent failure on a critical connector.Shared teamBusiness contextExecution planDeliverablesQualified ticket · Customer history · Prepared replyConnectable toolsGitHub · Slack · Gmail
Comic illustration for the Guests, vendors, assets and follow-ups clear use case
Agencies · OpsGuests, vendors, assets and follow-ups clearStarting intentI want to see risks before the event becomes a chain of calls.Concrete exampleAgence Bellevue, B2B communication and events — An SME organizes a client morning with thirty guests, a caterer, two speakers and print assets.Business contextComplete kitExecution planDeliverablesUsable brief · Production plan · Approval messageConnectable toolsGoogle Calendar · Google Sheets · Gmail
Comic illustration for the Impressions, lab, appointments and approval visible use case
Paramedical practices · OpsImpressions, lab, appointments and approval visibleStarting intentI want to avoid an appointment without the prosthesis ready or with missing lab information.Concrete exampleCabinet Sourire Nord, a four-chair dental practice — Two fitting appointments approach, but the lab confirmed only one delivery.Business contextExecution planCapitalizationDeliverablesOrder statuses · Appointments to check · Lab follow-upsConnectable toolsGmail · Google Calendar · Google Drive
Comic illustration for the Orders, packaging, transport and documents aligned use case
Industrial · OpsOrders, packaging, transport and documents alignedStarting intentI want to ship without forgetting a part, document or carrier constraint.Concrete exampleAtelier Fer & Bois, a local furniture maker — Three orders must ship Friday, but one part just leaves finishing, one carrier asks for a special label and one customer wants notice before delivery.Business contextExecution planCapitalizationDeliverablesShipping queue · Documents to attach · BlockersConnectable toolsGoogle Sheets · Gmail · Google Drive
Comic illustration for the Answer customers without losing track of parcels use case
Small ecommerce · Customer successAnswer customers without losing track of parcelsStarting intentI want to triage support requests, prepare replies and track returns without losing an order.Concrete exampleAtelier Coton, a two-person ecommerce brand — Support messages arrive while the team packs parcels.Business contextExecution planCapitalizationDeliverablesSupport queue · Customer replies · Return trackerConnectable toolsShopify · Gmail · Google Sheets
Comic illustration for the Align delivery, measurements, options and fitter use case
Trades & field work · OpsAlign delivery, measurements, options and fitterStarting intentI want to avoid a blocked installation because a measurement, part or customer choice is missing.Concrete exampleCuisine Atelier 42, an independent kitchen fitter — A kitchen installation is due Monday, but the plan changed after measurement, the hood is not confirmed and the customer still hesitates between two handles.Business contextExecution planCapitalizationDeliverablesInstallation file · Pre-site checklist · Customer questionsConnectable toolsGoogle Drive · Gmail · Google Calendar
Comic illustration for the Track orders, times, addresses and constraints use case
Local shops · OpsTrack orders, times, addresses and constraintsStarting intentI want to prepare tomorrow's deliveries with arrangements, contacts and instructions in one place.Concrete exampleFleurs Martin, a 3-person event florist — Saturday mixes a sympathy bouquet, civil wedding, corporate delivery and shop orders.Business contextExecution planComplete kitDeliverablesDelivery route · Arrangement cards · ConfirmationsConnectable toolsGoogle Calendar · Gmail · Google Sheets
Comic illustration for the Align the team before interviews use case
HR & recruiting · HRAlign the team before interviewsStarting intentWe are hiring a sales lead. Prepare the job brief, scorecard and questions.Concrete exampleKlara RH, a B2B services SMB — The founder is hiring a sales lead, but partners are not aligned on what they actually want to evaluate.Shared teamBusiness contextCapitalizationDeliverablesJob brief · Scorecard · Interview guideConnectable toolsGoogle Drive · Google Calendar · Gmail
Comic illustration for the Turn social messages into tracked requests use case
Local shops · MarketingTurn social messages into tracked requestsStarting intentI want to reply quickly without forgetting the real sales requests behind messages.Concrete exampleMaison Avril, a two-person decoration shop — Customers message on Instagram to ask about availability, delivery or reservation.Business contextExecution planCapitalizationDeliverablesMessages to handle · Short replies · Requests to follow upConnectable toolsInstagram for Business · WhatsApp Business · Google Sheets
Comic illustration for the Align technical scope, costs and client response use case
Industrial · SalesAlign technical scope, costs and client responseStarting intentAnalyze this industrial client request and prepare a qualification response.Concrete exampleNordValve, a technical parts manufacturer — A prospect requests a special run of 1,200 parts with tight tolerances, a short timeline and uncertain margin.Shared teamBusiness contextDecisionDeliverablesQualification brief · Client questions · Risk analysisConnectable toolsPipedrive · Google Drive · Google Sheets
Comic illustration for the Know who has keys, tools, PPE or a laptop use case
Trades & field work · OpsKnow who has keys, tools, PPE or a laptopStarting intentI want to locate equipment without guessing or rebuilding the inventory at every departure.Concrete exampleNettoyage Atlas, an 18-person cleaning services company — Across customer sites, keys, badges, phones, professional vacuums and specific products circulate constantly.Business contextCapitalizationExecution planDeliverablesEquipment register · Active loans · Returns to requestConnectable toolsAirtable · Google Sheets · Google Drive
Comic illustration for the Turn a customer message into an actionable job brief use case
Trades & field work · OpsTurn a customer message into an actionable job briefStarting intentI want every request framed before someone leaves or promises a timeline to the customer.Concrete exampleÉlec Sud Services, an independent electrician with one apprentice — Customers describe issues halfway: breaker tripping, shutter blocked, old panel, photo sent later.Complete kitBusiness contextExecution planDeliverablesJob brief · Missing information list · Customer messageConnectable toolsGoogle Drive · Gmail · Google Calendar
Comic illustration for the Proof, credits, follow-ups and stock impact tracked use case
Local shops · FinanceProof, credits, follow-ups and stock impact trackedStarting intentI want to recover the credit without losing proof or blocking sales.Concrete exampleMaison Line, a 4-person home decor shop — A delivery arrives with two broken items and one missing reference.Business contextExecution planCapitalizationDeliverablesDispute file · Supplier follow-ups · Expected creditsConnectable toolsGmail · Google Drive · Google Sheets
Comic illustration for the Filter opportunities worth playing use case
Industrial · SalesFilter opportunities worth playingStarting intentI want to spot tenders that are actually worth a response.Concrete exampleSignal TP, an urban works and signage SMB — The SMB sees local tenders, but often too late.Business contextDecisionExecution planDeliverablesOpportunity list · Blocking criteria · Go/no-go decisionConnectable toolsRSS · Gmail · Google Drive
Comic illustration for the See stockouts, supplier orders and priorities use case
Local shops · OpsSee stockouts, supplier orders and prioritiesStarting intentI want to know what to reorder, what to stop and what may run out this week.Concrete exampleMaison Lora, a neighborhood fine grocery — The shop sells some products well, but replenishment is still gut-led.Business contextDecisionExecution planDeliverablesReplenishment list · Stockout alerts · Products to stopConnectable toolsGoogle Sheets · Gmail · Airtable
Comic illustration for the Turn snags into clean actions use case
Trades & field work · OpsTurn snags into clean actionsStarting intentI want to close the job without losing a touch-up or coming back three times.Concrete exampleCouleur Seine, an 8-person painting company — At apartment handover, the customer reports ten small snags: corner to redo, mark near skirting board, color to confirm in one bedroom.Business contextExecution planCapitalizationDeliverablesTouch-up list · Sorted photos · Customer messageConnectable toolsGoogle Drive · Gmail · Google Calendar
Comic illustration for the Boxes, quantities, invoices and slots without mistakes use case
Local shops · SalesBoxes, quantities, invoices and slots without mistakesStarting intentI want to sell volume orders without losing operational control.Concrete exampleCave Saint-Marc, a 4-person independent wine shop — An SMB orders 65 client gift boxes with three delivery addresses and a gift note.Business contextExecution planCapitalizationDeliverablesOrder file · Box list · Delivery scheduleConnectable toolsGoogle Sheets · Gmail · Google Calendar
Comic illustration for the Track channels, dates, orders and publication proof use case
Agencies · MarketingTrack channels, dates, orders and publication proofStarting intentI want to know what is booked, delivered, billed and proven.Concrete exampleMedia Quartier, a small local media agency — A store network wants to announce a weekend promotion across press, radio and outdoor.Business contextComplete kitExecution planDeliverablesUsable brief · Production plan · Approval messageConnectable toolsGoogle Sheets · Gmail · Google Drive
Comic illustration for the Slots, applicants, keys and feedback centralized use case
Real estate · SalesSlots, applicants, keys and feedback centralizedStarting intentI want to fill useful slots without losing applicant feedback.Concrete exampleAgence du Parc, a 6-person local real estate agency — A flat generates twenty enquiries in two days.Business contextExecution planCapitalizationDeliverablesVisit schedule · Confirmations · Applicant feedbackConnectable toolsGoogle Calendar · Gmail · Google Sheets
Comic illustration for the Classify damage, parts, insurance and appointment use case
Garages & auto workshops · SalesClassify damage, parts, insurance and appointmentStarting intentI want to know whether the file is clear enough for a quote or needs an in-person check.Concrete exampleCarrosserie Morel, a 7-person body shop — A customer sends six photos after a parking scrape and asks for a quote for insurance.Business contextExecution planCapitalizationDeliverablesQuote file · Useful photos · Customer questionsConnectable toolsGoogle Drive · Gmail · Google Calendar
Comic illustration for the Track delay, history, tone and next action use case
Real estate · FinanceTrack delay, history, tone and next actionStarting intentI want to follow up cleanly without forgetting human context or the legal file.Concrete exampleGestion Côté Ville, a 9-person property manager — Five rents are late, but situations differ: one-off oversight, partial payment, repair dispute and complete silence.Business contextDecisionExecution planDeliverablesArrears queue · Prepared follow-ups · Filed proofConnectable toolsGmail · Google Sheets · Google Drive
Comic illustration for the Frame files, proofs, deadlines and delivery use case
Local shops · OpsFrame files, proofs, deadlines and deliveryStarting intentI want to know which orders are ready, which await proof approval and which risk being late.Concrete exampleImprimerie des Quais, a 5-person print shop — One customer sends a file late, another approves a proof verbally and an association wants posters by Friday.Business contextExecution planCapitalizationDeliverablesOrder queue · Proof follow-ups · Workshop briefConnectable toolsGoogle Drive · Gmail · Google Sheets
Comic illustration for the Fitting, measurements, deadline and pickup without confusion use case
Local shops · OpsFitting, measurements, deadline and pickup without confusionStarting intentI want to avoid a dress ready too late or a forgotten measurement.Concrete exampleFil & Forme, a 3-person alteration workshop — Wedding week arrives with six dresses to alter, two express trousers and one customer who has not confirmed the second fitting.Business contextExecution planCapitalizationDeliverablesAlteration briefs · Workshop priorities · Pickup messagesConnectable toolsGoogle Calendar · Google Sheets · Gmail