Use cases

Which repetitive task would you like to simplify?

Information searches, document preparation, sales follow-up or welcoming a new client: start with a task your team already knows. Explore what a workflow can prepare, what needs review and how to start with your current tools.

Choose a workflow below, or explore its applications in your sector.Explore applications by sector →
Sales and marketingClient operationsPeople operationsKnowledge and business supportWebsite and contentAI use and responsibilities
GROUP 1

Sales and marketing

Identify opportunities, prepare outreach and support client relationships with verified context.

OPPORTUNITIES

Find opportunities and prepare sales follow-up

Bring account research, relevant signals and authorised relationship history into a sourced brief. Give your team clearer context to decide which opportunities to explore and prepare the next action.

What the workflow can prepare

The workflow can organise verified facts, open questions and contact drafts in one shared queue. A signal remains something to qualify; it does not establish buying intent.

What stays with your team

Your team confirms fit, contact eligibility, recipients, messages and follow-up. Sourced facts and hypotheses stay distinct.

A useful first test: A few accounts, defined criteria and one owner.
What to measure: Research time, accepted briefs and relevant conversations.
SLDR Family Context

Research and relationship follow-through variants

The SLDR family supports research and relationship follow-through. Select the useful steps for your organisation, with one contact history and a clear owner.

Account research

A sourced organisation brief

Opportunity signals

An opportunity hypothesis to qualify

Inbound qualification

A handover or clarification request

Outbound development

A contextual message draft

Follow-up and nurture

A next-action draft or task

Reconnect with earlier prospects

A reason to reconnect, checked before any message

Referrals and partners

An attributed introduction with an owner

Existing-client development

A relevant need for the relationship owner

Meeting and CRM follow-through

A brief, agreed actions and proposed record updates

See it in your sector:Owner and parcel researchCommercial register monitoring and mandate developmentProspect and family background researchSupplier, distributor and market research
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INBOUND

Turn expertise into useful content and relevant enquiries

Use your team's answers and know-how to prepare more useful content. Bring recurring questions, approved information and available performance data together to propose topics, pages and content drafts.

What the workflow can prepare

Incoming enquiries can then be organised and routed to the right owner with useful context and a next step. Connect publishing to enquiry handling without promising a particular lead volume.

What stays with your team

Your team chooses topics, approves claims and publication, and confirms how enquiries are handled.

A useful first test: One topic, one page and one enquiry journey.
What to measure: Preparation time, relevant enquiries and response delay.
See it in your sector:Buyer criteria and search qualificationInbound mandate inquiry classificationInbound prospective client routingInbound RFQ and quotation triage
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OUTBOUND

Prepare targeted and coordinated outreach

Prepare an approach relevant to the organisations you want to contact. Organise segments, verified context and message drafts in a reviewable queue linked to sales history.

What the workflow can prepare

Existing relationships, refusals and follow-up rules stay shared to avoid conflicting approaches. A commercially relevant account is not automatically eligible for contact.

What stays with your team

Your team checks recipients, contact basis, messages, channel and follow-up conditions before external action.

A useful first test: A small batch reviewed individually.
What to measure: Preparation time, replies, qualified conversations and requests for no further contact.
See it in your sector:Owner outreach and market briefingsTargeted founder and SME outreachTargeted procurement and trade outreach
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PROPOSALSExplore this workflow →

Prepare a proposal from agreed information

Bring confirmed requirements, approved services and existing templates together into a proposal draft. Make missing information and commitments to clarify visible before commercial review.

What the workflow can prepare

The intended benefit is less repeated data gathering and a proposal consistent with the conversation. The workflow does not invent client references, pricing or commitments.

What stays with your team

Your team approves scope, fees, terms and the final proposal before it is shared.

A useful first test: One engagement type and an existing template.
What to measure: Preparation time, missing information and rework.
See it in your sector:Mandate engagement letter preparationComplex trade quotation and tariff proposalsGrant proposals and partner requests
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Workflow ownership

Inbound marketing prepares useful content and enquiry journeys. Outbound marketing prepares reviewed audiences and campaign approaches. SLDR supports assigned opportunities and conversations. Customer service handles support requests. Shared knowledge and a clear history help the right person pick up the next step.

GROUP 2

Client operations

Answer inquiries with accurate context and coordinate client intake seamlessly.

REQUESTSExplore this workflow →

Answer requests with the right context

Find relevant information without repeating the same search for every request. A workflow can classify the topic, retrieve approved answers and prepare a reply with its references.

What the workflow can prepare

Route exceptions to the right owner with a visible status and next step. Depending on the organisation, requests may come from customers, members or service users, each with appropriate rules.

What stays with your team

Your team checks replies and commitments, and handles sensitive situations directly.

A useful first test: One request category and approved sources.
What to measure: Preparation time, corrections, resolution time and reopened cases.
See it in your sector:Tenant, owner and coproprietor inquiry responseStandard accounting and payroll questionsCitizen administrative enquiry routing and draftingMember, donor and beneficiary helpdesk
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CLIENT-ONBOARD

Start a client relationship with the information the team needs

Documents, goals and access requirements often arrive across several exchanges. Organise collection, identify missing items and prepare questions to resolve before work starts.

What the workflow can prepare

An engagement-specific checklist makes owners, received documents and readiness visible. The intended benefit is a clearer handover from sales to delivery.

What stays with your team

Your team approves client acceptance, scope, commitments and access. Regulatory and sensitive decisions stay with responsible people.

A useful first test: One engagement type and its kickoff file.
What to measure: Time to complete intake, reminders and time to kickoff.
See it in your sector:Landlord mandate and buyer dossier collectionMandate onboarding and initial record gatheringClient onboarding document coordination and AML/KYC checksNew trading account, KYC and credit setup
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GROUP 3

People operations

Support onboarding journeys and ease knowledge transfer for new team members.

PEOPLE-ONBOARD

Guide a new team member through the first weeks

A new colleague needs to learn working methods, find procedures and know who handles access requests. Prepare a role-specific journey with approved guidance and named owners.

What the workflow can prepare

The workflow can organise tasks, retrieve useful instructions and route questions. Private HR information stays separate from knowledge available to the wider team.

What stays with your team

Your team decides permissions, sensitive information access and completion of key steps. The workflow does not automatically grant access rights.

A useful first test: One role and its onboarding checklist.
What to measure: Completed steps, preparation time and recurring questions.
See it in your sector:Broker and property manager onboardingStaff onboarding on accounting and tax workflowsMunicipal administrative agent procedure trainingVolunteer and project coordinator onboarding
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GROUP 4

Knowledge and business support

Retrieve approved sources, extract clean data and prepare decision materials.

KNOWLEDGEExplore this workflow →

Find and reuse your organisation's knowledge

Useful answers sit across procedures, offers, meeting records and several tools. Retrieve approved information with its sources, dates and access rights appropriate to the work being prepared.

What the workflow can prepare

A sales and marketing view can bring together positioning, brand voice, offers and approved evidence. Delivery or support views use their own procedures and authorised context without opening every file to every user.

What stays with your team

Your team approves sources, updates and uses. CRM, ERP and HR systems remain authoritative for their own records.

A useful first test: A bounded approved document set and real questions.
What to measure: Answer usefulness, reference accuracy and search time.
Knowledge views & architecture

Retrieval can bring the relevant source passages into a task. Structured relationships can connect organisations, offers, projects and documents where that adds value. The first useful scope may use approved documents and structured records without a knowledge graph.

See it in your sector:Agency precedents, lease clauses and market knowledgeApproved tax rulings, accounting notes and precedentsInternal investment commentary and approved product shelfMunicipal decrees, zoning regulations and administrative procedures
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DOCUMENTSExplore this workflow →

Prepare documents and data for review

Reduce repeated copying between emails, PDFs and spreadsheets by preparing information in a format suited to your workflow. Keep classification, extracted fields and uncertain items visible to the reviewer.

What the workflow can prepare

The workflow can prepare a structured file or export according to available formats. Missing information is flagged rather than filled in without evidence.

What stays with your team

Your team checks fields and exceptions before any final posting or action.

A useful first test: One document type and one output format.
What to measure: Time per file, corrections, repeated entry and exceptions.
See it in your sector:Invoice and receipt data extractionShipping manifests, bills of lading and customs declarationsPermit and application dossier completeness check
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BRIEFSExplore this workflow →

Prepare a useful decision brief

Bring available facts, options and open questions into a structured note. Link important points to their sources and dates to make review easier.

What the workflow can prepare

The intended benefit is less repeated collection before a meeting and clearer visibility of assumptions. The workflow prepares the material; it does not make the responsible person's decision.

What stays with your team

Your team checks source currency, assumptions, interpretation and the final decision.

A useful first test: One recurring meeting and its brief template.
What to measure: Preparation time, missing sources and revisions before approval.
See it in your sector:Client meeting packs and portfolio review briefsPurchasing and supplier scenario briefsMunicipal council meeting summaries and briefsBoard meeting packs and activity summaries
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GROUP 5

Website and content

Evolve public web assets, connect traffic observations to actions and produce regular briefings.

WEBSITE

Prepare website improvements around practical needs

Bring goals, current content and visitor questions together to prepare a structure or page changes. Start with a specific journey without replacing the entire website.

What the workflow can prepare

The workflow can propose content organisation, copy and a reviewable change list within your current environment.

What stays with your team

Your team approves brand, content and changes. Implementation and publication follow the usual release process with regression checks.

A useful first test: One page or enquiry journey.
What to measure: Preparation time, revisions and completion of the intended visitor action.
See it in your sector:Property mandate showcase and valuation pagesFiduciary service descriptions and enquiry flowProject impact showcase and donation journeys
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ANALYTICS

Connect website data to content actions

Your measurement tools suggest where to look, but turning observations into decisions takes time. Use authorised audience and search data to prepare a list of pages to clarify, topics to develop and questions to investigate.

What the workflow can prepare

The workflow can compare observed trends with approved content. It separates observations from hypotheses; a traffic change alone does not prove what caused a result.

What stays with your team

Your team chooses changes, checks data and evaluates effects. Access and connection options are confirmed for your tools.

A useful first test: A page group and a defined period.
What to measure: Analysis time, actions accepted and changes in relevant enquiries.
See it in your sector:Property viewings and valuation conversion analyticsCatalog search and product sheet interaction dataOnline municipal procedure demand analysis
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NEWSLETTER

Prepare newsletters from approved content

Bring useful topics, verified information and brand guidance together into a newsletter draft. Adapt the content to its intended audience, with references and links to check before distribution.

What the workflow can prepare

The intended benefit is less repeated collection and formatting, with a more consistent editorial voice. Preparing content does not turn a contact list into a subscriber list.

What stays with your team

Your team approves recipients, claims, links and sending in the existing tool.

A useful first test: One edition and an eligible subscriber list.
What to measure: Preparation time, revisions and useful responses; interpret open data with its limitations.
See it in your sector:Local market brief and new property alertsTax and legal updates newsletter for clientsQuarterly market views and allocation briefingsSupply chain and commodity briefing
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GROUP 6

AI use and responsibilities

Set strict data boundaries, educate teams and preserve explicit human accountability.

GOVERNANCEExplore this workflow →

Set clear rules for AI use

Define the information a workflow may use, approved tools and where a person needs to review. Make responsibilities easier to explain and apply in everyday work.

What the workflow can prepare

Prepare a usage inventory, guidance and checkpoints for an initial workflow. Hosting, external services and transfer conditions are specified for the selected deployment.

What stays with your team

Your team approves rules, responsibilities and sensitive decisions with appropriate specialists. Documentation is not an automatic guarantee of compliance.

A useful first test: One workflow and the people using it.
What to measure: Coverage of recorded uses, understanding of the rules and exceptions to resolve.
See it in your sector:Fiduciary secrecy boundary and employee usage charterFINMA circular compliance and cloud outsourcing reviewMunicipal administrative AI-use guidelines
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NEXT STEPS

Start with one real task.

Describe what repeats, the tools involved and the result your team would find useful. We will define an initial scope and a way to assess its value before going further. No confidential document is needed for the first conversation.

Discuss your workflowFind your starting point