AI library

Assistants, agents, and workflows for real work

The AI library brings together practical applications for AI assistants, AI agents, and automated workflows. Each example explains the task the solution is designed for, the source material it needs, and the checkpoints that should be in place before it is used in practice.

Three complete samples

EmployeesMedium risk· 40 minutes

Quality reviewer

Review a deliverable against the organization’s criteria and support every finding.

  • Use when: the task recurs, the material is bounded, and a person can review the result.
  • Do not use for: automated decisions with legal, medical, financial, or employment consequences.
  • Approved input: the text to review, approved criteria, examples, and sources.
  • Expected output: errors, improvement suggestions, uncertainties, and references to the relevant criterion.
  • Human checkpoint: the accountable person decides which changes to apply.
  • Risk level: Medium.
  • Estimated build time: 40 minutes
  • Maintenance: Quarterly.

Build it this way

  1. Create a bounded project in ChatGPT or Claude.
  2. Add the purpose, audience, and recipe instruction.
  3. Upload approved sources only and label them with dates.
  4. Add one good example and one example that should fail.
  5. Run the five tests and document deviations.
  6. Assign an owner, checkpoint, and next review date.

Copy-ready instruction

ROLE
You are the quality reviewer.

TASK
Review a deliverable against the organization’s criteria and support every finding.

APPROVED MATERIAL
the text to review, approved criteria, examples, and sources.

WORK STEPS
1. Check that the material is sufficient.
2. Separate facts from assumptions.
3. Complete the task step by step.
4. Refer to the relevant material.
5. Mark uncertainty and propose the next check.

RESPONSE FORMAT
errors, improvement suggestions, uncertainties, and references to the relevant criterion.

UNCERTAINTY AND BOUNDARIES
Use approved material only. Do not invent facts. Mark missing information and uncertainty. A person reviews the result before it is used, sent, or affects anyone else.

Five test cases

Test caseExpected result
Standard caseCorrect structure and substantiated information only.
Critical information is missingAsks for what is missing and stops when required.
Conflicting source materialReports the conflict without choosing a source independently.
Sensitive or prohibited informationMinimizes the information and follows the stopping rule.
Request outside the scopeDeclines or narrows the request and refers to the scope.

Acceptance criteria

  • Use approved material only. Do not invent facts. Mark missing information and uncertainty.
  • The accountable person decides which changes to apply.
  • All five tests are documented; blocking errors are resolved before the pilot.

Measure after the pilot

  • Accuracy, false positives, and time per review.
  • Share of results approved without major rework.
  • Error types and number of stopped results.

Source principle: Official guidance for projects, instructions, and files is listed in the sources. Features can depend on the plan and workspace settings.

Solo entrepreneursMedium risk· 35 minutes

Customer brief assistant

Turn an initial customer conversation into a complete brief with goals, scope, questions, and assumptions.

  • Use when: the task recurs, the material is bounded, and a person can review the result.
  • Do not use for: automated decisions with legal, medical, financial, or employment consequences.
  • Approved input: customer need, approved offering, pricing material, constraints, and previous contact.
  • Expected output: questions to ask, a tailored draft, and clearly marked assumptions.
  • Human checkpoint: the salesperson confirms scope, price, promises, and commercial terms.
  • Risk level: Medium.
  • Estimated build time: 35 minutes
  • Maintenance: Quarterly.

Build it this way

  1. Create a bounded project in ChatGPT or Claude.
  2. Add the purpose, audience, and recipe instruction.
  3. Upload approved sources only and label them with dates.
  4. Add one good example and one example that should fail.
  5. Run the five tests and document deviations.
  6. Assign an owner, checkpoint, and next review date.

Copy-ready instruction

ROLE
You are the customer brief assistant.

TASK
Turn an initial customer conversation into a complete brief with goals, scope, questions, and assumptions.

APPROVED MATERIAL
customer need, approved offering, pricing material, constraints, and previous contact.

WORK STEPS
1. Check that the material is sufficient.
2. Separate facts from assumptions.
3. Complete the task step by step.
4. Refer to the relevant material.
5. Mark uncertainty and propose the next check.

RESPONSE FORMAT
questions to ask, a tailored draft, and clearly marked assumptions.

UNCERTAINTY AND BOUNDARIES
Use approved material only. Do not invent facts. Mark missing information and uncertainty. A person reviews the result before it is used, sent, or affects anyone else.

Five test cases

Test caseExpected result
Standard caseCorrect structure and substantiated information only.
Critical information is missingAsks for what is missing and stops when required.
Conflicting source materialReports the conflict without choosing a source independently.
Sensitive or prohibited informationMinimizes the information and follows the stopping rule.
Request outside the scopeDeclines or narrows the request and refers to the scope.

Acceptance criteria

  • Use approved material only. Do not invent facts. Mark missing information and uncertainty.
  • The salesperson confirms scope, price, promises, and commercial terms.
  • All five tests are documented; blocking errors are resolved before the pilot.

Measure after the pilot

  • Time to draft, corrections, and share of complete customer briefs.
  • Share of results approved without major rework.
  • Error types and number of stopped results.

Source principle: Official guidance for projects, instructions, and files is listed in the sources. Features can depend on the plan and workspace settings.

Meetings and follow-upMedium risk· 35 minutes

Operational weekly meeting agent

Make the weekly meeting actionable through decisions, owners, blockers, dependencies, and next review.

  • Use when: the task recurs, the material is bounded, and a person can review the result.
  • Do not use for: automated decisions with legal, medical, financial, or employment consequences.
  • Approved input: meeting notes, agenda, participant list, and approved templates.
  • Expected output: decisions, actions, owners, dates, open questions, and uncertainties in a fixed structure.
  • Human checkpoint: the meeting chair verifies decisions, owners, and dates against the original notes.
  • Risk level: Medium.
  • Estimated build time: 35 minutes
  • Maintenance: Quarterly.

Build it this way

  1. Create a bounded project in ChatGPT or Claude.
  2. Add the purpose, audience, and recipe instruction.
  3. Upload approved sources only and label them with dates.
  4. Add one good example and one example that should fail.
  5. Run the five tests and document deviations.
  6. Assign an owner, checkpoint, and next review date.

Copy-ready instruction

ROLE
You are the operational weekly meeting agent.

TASK
Make the weekly meeting actionable through decisions, owners, blockers, dependencies, and next review.

APPROVED MATERIAL
meeting notes, agenda, participant list, and approved templates.

WORK STEPS
1. Check that the material is sufficient.
2. Separate facts from assumptions.
3. Complete the task step by step.
4. Refer to the relevant material.
5. Mark uncertainty and propose the next check.

RESPONSE FORMAT
decisions, actions, owners, dates, open questions, and uncertainties in a fixed structure.

UNCERTAINTY AND BOUNDARIES
Use approved material only. Do not invent facts. Mark missing information and uncertainty. A person reviews the result before it is used, sent, or affects anyone else.

Five test cases

Test caseExpected result
Standard caseCorrect structure and substantiated information only.
Critical information is missingAsks for what is missing and stops when required.
Conflicting source materialReports the conflict without choosing a source independently.
Sensitive or prohibited informationMinimizes the information and follows the stopping rule.
Request outside the scopeDeclines or narrows the request and refers to the scope.

Acceptance criteria

  • Use approved material only. Do not invent facts. Mark missing information and uncertainty.
  • The meeting chair verifies decisions, owners, and dates against the original notes.
  • All five tests are documented; blocking errors are resolved before the pilot.

Measure after the pilot

  • Share of correct decisions and minutes saved per meeting.
  • Share of results approved without major rework.
  • Error types and number of stopped results.

Source principle: Official guidance for projects, instructions, and files is listed in the sources. Features can depend on the plan and workspace settings.

Ideas to explore

Audience
Course
Work area
Risk level
Build time
Tool level

247 ideas

  • Beginners · EmployeesLow· Up to 35 min

    Email drafting assistant

    Create clear email drafts from the purpose, recipient, facts, and desired tone.

  • BeginnersMedium· Up to 35 min

    Comparison assistant

    Compare options against shared criteria and expose gaps without making the decision.

  • Beginners · EmployeesLow· Up to 35 min

    Weekly planning assistant

    Create a prioritized work draft for the week

  • BeginnersLow· Up to 35 min

    Weekly newsletter assistant

    Draft a weekly newsletter from approved notes

    Included in the course: AI Agents for Beginners

  • BeginnersMedium· Up to 35 min

    Meeting summary assistant

    Summarize decisions and actions from a meeting without adding interpretation

    Included in the course: AI Agents for Beginners

  • BeginnersLow· Up to 35 min

    Text review assistant

    Check a text against a simple checklist without rewriting the content

    Included in the course: AI Agents for Beginners

  • BeginnersLow· Up to 35 min

    FAQ drafting assistant

    Draft questions and answers for an FAQ from approved material

    Included in the course: AI Agents for Beginners

  • BeginnersLow· Up to 35 min

    Report outline assistant

    Organize loose material into a consistent report outline

    Included in the course: AI Agents for Beginners

  • BeginnersLow· Up to 35 min

    Process explainer

    Explain a routine step by step from approved material

    Included in the course: AI Agents for Beginners

  • BeginnersMedium· Up to 35 min

    Requirements list assistant

    Find missing requirements in a document without deciding on them

    Included in the course: AI Agents for Beginners

  • Employees · Beginners · Specialists and buildersMedium· Up to 35 min

    Process guide

    Help the user find the correct step in an approved procedure without creating new rules.

  • EmployeesMedium· 36–50 min

    Quality reviewer

    Review a deliverable against the organization’s criteria and support every finding.

  • EmployeesMedium· Up to 35 min

    Meeting follow-up assistant

    Compile decisions, actions, and owners from meeting notes

    Included in the course: AI Agents for Employees

  • EmployeesLow· Up to 35 min

    Report structuring assistant

    Turn loose source material into a consistent report structure

    Included in the course: AI Agents for Employees

  • EmployeesMedium· Up to 35 min

    Research organizer

    Create a source-backed overview with clear gaps

    Included in the course: AI Agents for Employees

  • EmployeesMedium· Up to 35 min

    Case triage assistant

    Categorize incoming cases without making decisions

    Included in the course: AI Agents for Employees

  • EmployeesMedium· Up to 35 min

    Requirements checker

    Find missing requirements and deviations from a specification

    Included in the course: AI Agents for Employees

  • EmployeesMedium· Up to 35 min

    Knowledge question assistant

    Answer questions using approved internal source material

    Included in the course: AI Agents for Employees

  • Managers and business developersLow· Up to 35 min

    Management reporting assistant

    Compile a management brief from approved reports

    Included in the course: AI Agents for Managers

  • Managers and business developersMedium· Up to 35 min

    Decision brief reviewer

    Review a decision brief for gaps, assumptions, and source support

    Included in the course: AI Agents for Managers

  • Managers and business developersMedium· Up to 35 min

    Risk register assistant

    Structure and track a risk register without making risk decisions

    Included in the course: AI Agents for Managers

  • Managers and business developersLow· Up to 35 min

    Goals and metrics assistant

    Draft proposed measurable indicators from stated goals

    Included in the course: AI Agents for Managers

  • Managers and business developersMedium· Up to 35 min

    Portfolio prioritization assistant

    Produce comparable criteria ahead of a human prioritization decision

    Included in the course: AI Agents for Managers

  • Managers and business developersMedium· Up to 35 min

    Policy gap analyst

    Compare a proposal against governing documents and list differences

    Included in the course: AI Agents for Managers

  • Managers and business developersLow· Up to 35 min

    Pilot monitoring assistant

    Compile pilot outcomes against the metrics that were decided

    Included in the course: AI Agents for Managers

  • Managers and business developersMedium· Up to 35 min

    Executive meeting decision assistant

    Compile decisions, conditions, and owners from an executive meeting

    Included in the course: AI Agents for Managers

  • Managers and business developersMedium· Up to 35 min

    Deviation overview assistant

    Compile patterns in reported deviations as input for prioritization

    Included in the course: AI Agents for Managers

  • Managers and business developersLow· Up to 35 min

    Change communication assistant

    Draft audience-tailored messages about a decision that has been made

    Included in the course: AI Agents for Managers

  • Teams and working groupsMedium· 36–50 min

    Handover assistant

    Create a consistent handover with status, decisions, next steps, risks, and contacts.

  • Teams and working groupsMedium· 36–50 min

    Team meeting assistant

    Capture decisions, actions, owners, and dependencies after team meetings.

  • Teams and working groupsMedium· 36–50 min

    Retrospective assistant

    Summarize what worked, obstacles, evidence, and improvements without judging individuals.

  • Teams and working groupsLow· Up to 35 min

    Shared process guide

    Give everyone on the team the same baseline answer from approved routines

    Included in the course: AI Agents for Teams

  • Teams and working groupsLow· Up to 35 min

    Quality calibration assistant

    Compare a team member's draft against shared approved examples

    Included in the course: AI Agents for Teams

  • Teams and working groupsMedium· Up to 35 min

    Knowledge gap assistant

    Identify team questions that lack clear support in the approved documentation

    Included in the course: AI Agents for Teams

  • Teams and working groupsMedium· Up to 35 min

    Case overview assistant

    Summarize patterns across the team's cases without judging individuals

    Included in the course: AI Agents for Teams

  • Teams and working groupsLow· Up to 35 min

    Version control assistant

    Spot outdated or conflicting versions of the team's documents

    Included in the course: AI Agents for Teams

  • Teams and working groupsLow· Up to 35 min

    Weekly kick-off assistant

    Structure the week's priorities, obstacles, and ownership from the team's own input

    Included in the course: AI Agents for Teams

  • Teams and working groupsMedium· Up to 35 min

    Role clarity assistant

    Clarify unclear responsibilities and escalation paths from the team's role descriptions

    Included in the course: AI Agents for Teams

  • Solo entrepreneurs · BeginnersLow· Up to 35 min

    Weekly planner

    Turn goals and tasks into a realistic prioritized weekly plan.

  • Solo entrepreneursMedium· Up to 35 min

    Customer inquiry assistant

    Draft a personal reply and flag questions that must be resolved before sending.

  • Solo entrepreneursLow· Up to 35 min

    Content repurposing assistant

    Adapt an approved original into several channel formats without adding new facts.

  • Solo entrepreneursLow· Up to 35 min

    Quote brief assistant

    Gather the facts from a customer's request before you write a quote

    Included in the course: AI Agents for Solo Entrepreneurs

  • Solo entrepreneursMedium· Up to 35 min

    Booking assistant

    Create draft booking confirmations and list missing details from a customer's booking request

    Included in the course: AI Agents for Solo Entrepreneurs

  • Solo entrepreneursMedium· Up to 35 min

    Invoice preparation assistant

    Structure approved time records into an invoice draft

    Included in the course: AI Agents for Solo Entrepreneurs

  • Solo entrepreneursLow· Up to 35 min

    Client meeting preparation assistant

    Create an agenda, questions, and open points before a client meeting

    Included in the course: AI Agents for Solo Entrepreneurs

  • Solo entrepreneursMedium· Up to 35 min

    Review insight assistant

    Summarize themes from reviews without inventing quotes

    Included in the course: AI Agents for Solo Entrepreneurs

  • Solo entrepreneursMedium· Up to 35 min

    Follow-up assistant

    Draft personalized follow-ups after a delivery

    Included in the course: AI Agents for Solo Entrepreneurs

  • Solo entrepreneursMedium· Up to 35 min

    Offer reviewer

    Review an offer for clarity, evidence, and overpromising

    Included in the course: AI Agents for Solo Entrepreneurs

  • Small businessesLow· Up to 35 min

    Customer service drafting assistant

    Produce consistent draft replies to customers from approved sources

    Included in the course: AI Agents for Small Business

  • Small businessesLow· Up to 35 min

    Weekly reporting assistant

    Compile a consistent weekly report draft from loose notes

    Included in the course: AI Agents for Small Business

  • Small businessesMedium· Up to 35 min

    Invoice deviation assistant

    Flag deviations in incoming invoices without making payment decisions

    Included in the course: AI Agents for Small Business

  • Small businessesLow· Up to 35 min

    Sales brief assistant

    Compile a short preparation brief for a customer meeting from CRM notes

    Included in the course: AI Agents for Small Business

  • Small businessesLow· Up to 35 min

    Onboarding guide

    Give new hires step-by-step support based on the company's internal routines

    Included in the course: AI Agents for Small Business

  • Small businessesMedium· Up to 35 min

    Policy question assistant

    Answer policy questions with source references and escalate what is missing

    Included in the course: AI Agents for Small Business

  • Small businessesMedium· Up to 35 min

    Quality deviation assistant

    Structure deviation reports ahead of an action decision

    Included in the course: AI Agents for Small Business

  • Small businessesMedium· Up to 35 min

    Procurement comparison assistant

    Produce a comparison table for quotes without making the purchasing decision

    Included in the course: AI Agents for Small Business

  • Small businessesMedium· Up to 35 min

    Capacity overview assistant

    Compile the capacity situation without making staffing decisions

    Included in the course: AI Agents for Small Business

  • Small businessesMedium· Up to 35 min

    Management meeting assistant

    Compile decisions, actions, and follow-up from meeting notes

    Included in the course: AI Agents for Small Business

  • Specialists and buildersLow· Up to 35 min

    MCP needs assessor

    Decide whether a file, an existing integration, or an MCP connection best fits a business need

    Included in the course: MCP From Scratch

  • Specialists and buildersMedium· Up to 35 min

    Server review card

    Compile a review card on an MCP server's owner, documentation, data, and trust level

    Included in the course: MCP From Scratch

  • Specialists and buildersMedium· Up to 35 min

    Permission designer

    Work out the minimum permission per resource and tool for a planned MCP connection

    Included in the course: MCP From Scratch

  • Specialists and buildersMedium· Up to 35 min

    Tool risk assessor

    Assess an MCP tool's risk based on reading, writing, reversibility, and consequence

    Included in the course: MCP From Scratch

  • Specialists and buildersMedium· Up to 35 min

    Consent flow assistant

    Describe exactly what the user must see and approve before an MCP connection or tool is used

    Included in the course: MCP From Scratch

  • Specialists and buildersLow· Up to 35 min

    Resource catalog assistant

    Catalog MCP resources with name, purpose, owner, and sensitivity

    Included in the course: MCP From Scratch

  • Specialists and buildersLow· Up to 35 min

    MCP test planner

    Produce a structured test plan for a proposed MCP connection before it goes live

    Included in the course: MCP From Scratch

  • Specialists and buildersMedium· Up to 35 min

    Logging and traceability reviewer

    Review whether a proposed MCP connection has sufficient logging to trace what was done

    Included in the course: MCP From Scratch

  • Specialists and buildersHigh· Up to 35 min

    Incident stop drafter

    Draft a clear stop message and action list when an MCP connection is suspected of causing an incident

    Included in the course: MCP From Scratch

  • Specialists and buildersLow· Up to 35 min

    MCP maintenance planner

    Compile a maintenance plan for existing MCP connections based on age, ownership, and known issues

    Included in the course: MCP From Scratch

  • BeginnersLow· Up to 35 min

    Meeting and follow-up assistant

    Turn meeting notes into decisions, actions, owners, and open questions.

    Included in the course: Build Your First AI Assistant

  • BeginnersLow· Up to 35 min

    Text reviewer

    Review text against a short checklist and separate errors from improvements.

    Included in the course: Build Your First AI Assistant

  • BeginnersMedium· Up to 35 min

    Research assistant

    Create an initial sourced brief and show clearly what remains unverified.

    Included in the course: Build Your First AI Assistant

  • BeginnersMedium· Up to 35 min

    FAQ assistant

    Answer recurring questions using an approved question-and-answer source only.

    Included in the course: Build Your First AI Assistant

  • BeginnersLow· Up to 35 min

    Report assistant

    Structure notes and approved facts into a clear report draft.

    Included in the course: Build Your First AI Assistant

  • BeginnersLow· Up to 35 min

    Reflection assistant

    Summarize lessons, questions, and next steps after a completed task.

    Included in the course: Build Your First AI Assistant

  • EmployeesMedium· 36–50 min

    Source fidelity reviewer

    Check that a text stays within approved sources and flag unsupported claims.

    Included in the course: AI Assistants in Daily Work

  • EmployeesMedium· Up to 35 min

    Decision and action assistant

    Make meeting material actionable through decisions, actions, owners, dates, and questions.

    Included in the course: AI Assistants in Daily Work

  • EmployeesMedium· 36–50 min

    Report builder

    Turn approved material into a recurring report with a consistent structure.

    Included in the course: AI Assistants in Daily Work

  • EmployeesMedium· 36–50 min

    Procedure guide

    Guide the employee through the relevant procedure and cite the current version.

    Included in the course: AI Assistants in Daily Work

  • EmployeesMedium· 36–50 min

    Document comparison assistant

    Identify factual differences between two versions of a governing document.

    Included in the course: AI Assistants in Daily Work

  • EmployeesMedium· 36–50 min

    Request triage assistant

    Suggest category, priority, and owner for incoming requests using approved rules.

    Included in the course: AI Assistants in Daily Work

  • EmployeesLow· Up to 35 min

    Plain-language assistant

    Simplify a text without changing meaning, requirements, or defined terminology.

    Included in the course: AI Assistants in Daily Work

  • EmployeesLow· Up to 35 min

    Checklist builder

    Turn an approved procedure into a usable checklist with verification points.

    Included in the course: AI Assistants in Daily Work

  • EmployeesMedium· 36–50 min

    Improvement assistant

    Synthesize feedback into themes, evidence, priorities, and decision questions.

    Included in the course: AI Assistants in Daily Work

  • Managers and business developersHigh· 36–50 min

    Agent portfolio prioritization support

    Compare proposed use cases by value, feasibility, risk, and reviewability.

    Included in the course: Build and Govern an AI Agent Pilot

  • Managers and business developersHigh· 36–50 min

    Decision brief assistant

    Summarize options, evidence, uncertainties, and decision points without exceeding the mandate.

    Included in the course: Build and Govern an AI Agent Pilot

  • Managers and business developersHigh· 36–50 min

    Risk reviewer

    Identify risks, missing controls, and dependencies in a proposed agent setup.

    Included in the course: Build and Govern an AI Agent Pilot

  • Managers and business developersMedium· 36–50 min

    Stakeholder assistant

    Map affected roles, information needs, concerns, and required alignment points.

    Included in the course: Build and Govern an AI Agent Pilot

  • Managers and business developersHigh· 36–50 min

    Pilot planning assistant

    Create a bounded pilot plan with goals, owner, checkpoints, stopping rules, and measures.

    Included in the course: Build and Govern an AI Agent Pilot

  • Managers and business developersHigh· 36–50 min

    Value tracking assistant

    Compile pilot quality, time savings, deviations, and cost against approved measures.

    Included in the course: Build and Govern an AI Agent Pilot

  • Managers and business developersHigh· 36–50 min

    Steering group assistant

    Structure steering material into decisions, conditions, ownership, risks, and open questions.

    Included in the course: Build and Govern an AI Agent Pilot

  • Managers and business developersHigh· 36–50 min

    Policy and external change assistant

    Collect sourced changes and describe possible business implications for human assessment.

    Included in the course: Build and Govern an AI Agent Pilot

  • Managers and business developersHigh· 36–50 min

    Resource scenario assistant

    Compare capacity options and expose assumptions, dependencies, and implications.

    Included in the course: Build and Govern an AI Agent Pilot

  • Managers and business developersHigh· 36–50 min

    Management report assistant

    Create a traceable monthly draft with results, deviations, risks, and required decisions.

    Included in the course: Build and Govern an AI Agent Pilot

  • Teams and working groupsMedium· 36–50 min

    Team knowledge guide

    Answer recurring team questions from shared, versioned sources.

    Included in the course: Build a Shared AI Assistant

  • Teams and working groupsMedium· 36–50 min

    Shared quality reviewer

    Review team deliverables against shared criteria and provide comparable feedback.

    Included in the course: Build a Shared AI Assistant

  • Teams and working groupsMedium· 36–50 min

    Work intake assistant

    Structure new requests and suggest category, missing information, and next owner.

    Included in the course: Build a Shared AI Assistant

  • Teams and working groupsMedium· 36–50 min

    Team process guide

    Guide colleagues through shared procedures and show when an exception needs escalation.

    Included in the course: Build a Shared AI Assistant

  • Teams and working groupsMedium· 36–50 min

    Decision log assistant

    Build a traceable log of decisions, rationale, dates, owners, and review points.

    Included in the course: Build a Shared AI Assistant

  • Teams and working groupsMedium· 36–50 min

    Onboarding assistant

    Give new colleagues a role-specific introduction with sources, contacts, and checks.

    Included in the course: Build a Shared AI Assistant

  • Teams and working groupsMedium· 36–50 min

    Weekly summary assistant

    Compile approved team updates into progress, blockers, dependencies, and next steps.

    Included in the course: Build a Shared AI Assistant

  • Solo entrepreneursMedium· Up to 35 min

    Customer brief assistant

    Turn an initial customer conversation into a complete brief with goals, scope, questions, and assumptions.

  • Solo entrepreneursHigh· 36–50 min

    Proposal assistant

    Create a proposal draft from approved scope, pricing, and terms without inventing commitments.

  • Solo entrepreneursMedium· Up to 35 min

    Client meeting assistant

    Summarize a client meeting into agreements, owners, dates, questions, and next contact.

  • Solo entrepreneursMedium· Up to 35 min

    Delivery reviewer

    Check a deliverable against the brief, checklist, and agreed scope before handover.

  • Solo entrepreneursMedium· 36–50 min

    Source-checked research assistant

    Create a concise sourced brief and clearly show what is uncertain.

  • Solo entrepreneursLow· Up to 35 min

    Weekly prioritization assistant

    Prioritize client work, sales, and administration within available time.

  • Solo entrepreneursMedium· Up to 35 min

    Customer follow-up assistant

    Create relevant follow-up drafts from the latest contact, delivery, and agreed next step.

  • Solo entrepreneursMedium· Up to 35 min

    Monthly business overview

    Compile approved information about projects, leads, deliveries, time, and open risks.

  • Small businessesHigh· 36–50 min

    Customer service assistant

    Draft answers to common customer questions and hand off exceptions, complaints, and uncertainty.

  • Small businessesHigh· 36–50 min

    Lead qualification assistant

    Structure incoming inquiries against approved criteria without automatically rejecting anyone.

  • Small businessesMedium· 36–50 min

    Decision and meeting agent

    Capture decisions, actions, owners, dates, and dependencies from internal meetings.

  • Small businessesMedium· 36–50 min

    Employee onboarding guide

    Guide new employees through role-specific procedures, contacts, and first tasks.

  • Small businessesMedium· 36–50 min

    Internal process guide

    Answer procedure questions from versioned material and escalate deviations to the process owner.

  • Small businessesMedium· 36–50 min

    Delivery quality reviewer

    Review recurring deliverables against shared quality criteria before approval.

  • Small businessesHigh· Over 50 min

    Company knowledge assistant

    Find answers in approved company documents and state source, version, and uncertainty.

  • Small businessesHigh· 36–50 min

    Supplier comparison assistant

    Compare supplier proposals against shared requirements and expose gaps without making a purchase decision.

  • Small businessesHigh· 36–50 min

    Weekly management report

    Compile approved KPIs, deviations, customer status, and decisions required.

  • Small businessesMedium· 36–50 min

    Marketing planning assistant

    Create a realistic content plan from audience, offering, facts, resources, and channels.

  • Specialists and buildersMedium· Up to 35 min

    Operational weekly meeting agent

    Make the weekly meeting actionable through decisions, owners, blockers, dependencies, and next review.

  • Specialists and buildersMedium· Up to 35 min

    Client meeting agent

    Document agreements, customer questions, promised follow-ups, and next contact.

  • Specialists and buildersHigh· 36–50 min

    Steering committee meeting agent

    Separate decisions from discussion and document conditions, risks, owners, and review dates.

  • Specialists and buildersHigh· Up to 35 min

    Sales meeting agent

    Summarize customer needs, questions, commercial assumptions, and follow-ups without changing the offer.

  • Specialists and buildersHigh· 36–50 min

    Staff meeting agent

    Document business decisions and shared actions without profiling or judging individuals.

  • Specialists and buildersHigh· 36–50 min

    Risk review meeting agent

    Capture identified risks, existing controls, actions, owners, and follow-up dates.

  • Specialists and buildersMedium· 36–50 min

    Workshop synthesis agent

    Group ideas, preserve dissenting perspectives, and formulate clear questions for the next step.

  • Specialists and buildersHigh· 36–50 min

    Decision gate meeting agent

    Check which decision criteria are met, what evidence is missing, and who owns the decision.

  • Specialists and buildersHigh· Up to 35 min

    Supplier meeting agent

    Document commitments, deliveries, deviations, questions, and contract references without interpreting the contract.

  • Specialists and buildersMedium· Up to 35 min

    Retrospective meeting agent

    Summarize what worked, blockers, lessons, experiments, and ownership without judging individuals.

  • Specialists and buildersMedium· Up to 35 min

    Regulatory monitor

    Monitor named authorities' published decisions and changes

  • Specialists and buildersMedium· 36–50 min

    Vendor evidence comparator

    Compare vendors' own current documents against the same requirements list

  • Specialists and buildersMedium· 36–50 min

    Evidence review assistant

    Compile studies with a visible method and scope

  • Specialists and buildersHigh· Up to 35 min

    Claim verifier

    Check a list of claims against named primary sources

  • Specialists and buildersMedium· Up to 35 min

    Horizon-signal tracker

    Find new signals within named organizations, topics, and dates

  • Specialists and buildersMedium· Up to 35 min

    Evidence conflict analyst

    Compare two or more contradicting sources

  • Specialists and buildersMedium· 36–50 min

    Procurement evidence brief

    Collect public requirement and product data using a fixed question list

  • Specialists and buildersMedium· Up to 35 min

    Source refresh assistant

    Check whether previously used links, versions, and dates have changed

  • Specialists and buildersMedium· Up to 35 min

    Decision evidence brief

    Condense a verified research package for a defined recipient

  • Specialists and buildersLow· Up to 35 min

    Search-log reviewer

    Review whether the search covers synonyms, counterarguments, and priority sources

  • Specialists and buildersLow· Up to 35 min

    Test-case designer

    Build representative test cases from approved process descriptions

  • Specialists and buildersLow· Up to 35 min

    Rubric builder

    Translate quality requirements into concrete grading anchors

  • Specialists and buildersMedium· Up to 35 min

    Regression guard

    Compare a frozen test suite before and after a change

  • Specialists and buildersLow· Up to 35 min

    Schema checker

    Automatically check fixed fields, data types, and allowed values

  • Specialists and buildersMedium· Up to 35 min

    Source-faithfulness tester

    Check that answers are actually supported by allowed source passages

  • Specialists and buildersMedium· Up to 35 min

    Uncertainty reviewer

    Assess whether gaps, assumptions, and conflicts are flagged correctly

  • Specialists and buildersHigh· Up to 35 min

    Stopping-behavior evaluator

    Test cases where a tool, data, or mandate is missing

  • Specialists and buildersMedium· 36–50 min

    Grader calibration

    Compare a model-based grader against a human reference

  • Specialists and buildersHigh· Up to 35 min

    Release evidence pack

    Compile test status, blockers, and residual risk

  • Specialists and buildersLow· Up to 35 min

    Failure-pattern analyst

    Group test failures into patterns without changing raw data

  • Specialists and buildersMedium· Up to 35 min

    Policy answer assistant

    Answer from approved, current policy documents

  • Specialists and buildersMedium· Up to 35 min

    Version conflict detector

    Identify replaced and conflicting documents

  • Specialists and buildersMedium· Up to 35 min

    Metadata assistant

    Suggest metadata from a document's visible details

  • Specialists and buildersMedium· Up to 35 min

    Question-to-source mapper

    Map target questions to approved sources and sections

  • Specialists and buildersMedium· Up to 35 min

    Knowledge-gap detector

    Catch questions that lack sufficient support

  • Specialists and buildersHigh· Up to 35 min

    Access-scope reviewer

    Check which roles may search which collections

  • Specialists and buildersMedium· Up to 35 min

    Citation formatter

    Format document title, version, and section in answers

  • Specialists and buildersMedium· Up to 35 min

    Content review planner

    Plan routine and event-driven reviews

  • Specialists and buildersHigh· Up to 35 min

    Retrieval test designer

    Create questions with an expected document and section

  • Specialists and buildersMedium· 36–50 min

    Threat-model builder

    Map assets, actors, boundaries, and misuse

    Included in the course: Secure AI Agents and Human Oversight

  • Specialists and buildersMedium· Up to 35 min

    Data-flow mapper

    Map where data goes, is stored and leaves the system

    Included in the course: Secure AI Agents and Human Oversight

  • Specialists and buildersHigh· 36–50 min

    Least-privilege reviewer

    Compare actual access against the necessary task

    Included in the course: Secure AI Agents and Human Oversight

  • Specialists and buildersHigh· 36–50 min

    Prompt-injection tester

    Create direct and indirect injection cases

    Included in the course: Secure AI Agents and Human Oversight

  • Specialists and buildersHigh· 36–50 min

    Tool-permission designer

    Define allowed actions, recipients, and volumes

    Included in the course: Secure AI Agents and Human Oversight

  • Specialists and buildersHigh· Up to 35 min

    Secret-handling reviewer

    Check storage, exposure, rotation, and logs

    Included in the course: Secure AI Agents and Human Oversight

  • Specialists and buildersMedium· Up to 35 min

    Kill-switch drill

    Test how new actions are stopped and the queue is handled

    Included in the course: Secure AI Agents and Human Oversight

  • Specialists and buildersHigh· 36–50 min

    Incident-response assistant

    Structure verified events and actions

    Included in the course: Secure AI Agents and Human Oversight

  • Specialists and buildersMedium· Up to 35 min

    Audit-log designer

    Choose necessary events without unnecessary content

    Included in the course: Secure AI Agents and Human Oversight

  • Specialists and buildersHigh· 36–50 min

    Security gate brief

    Compile blockers, controls, and residual risk

    Included in the course: Secure AI Agents and Human Oversight

  • Specialists and buildersMedium· Up to 35 min

    Process-readiness check

    Assess stability, volume, variation, ownership, and errors before automation

  • Specialists and buildersMedium· Up to 35 min

    Workflow mapper

    Turn a verified process into a trigger, steps, and exceptions

  • Specialists and buildersMedium· Up to 35 min

    Data-contract builder

    Define fields, types, allowed values, and errors for AI output

  • Specialists and buildersMedium· Up to 35 min

    Trigger rule designer

    Define start conditions, filtering, and deduplication

  • Specialists and buildersHigh· Up to 35 min

    Error-path designer

    Plan for timeout, validation errors, outages, and queueing

  • Specialists and buildersHigh· Up to 35 min

    Approval-packet builder

    Show evidence, proposal, impact, and choices before an action runs

  • Specialists and buildersHigh· Up to 35 min

    Idempotency planner

    Define a unique key and behavior on retry

  • Specialists and buildersMedium· Up to 35 min

    Automation handover brief

    Compile process, data, rules, errors, control, and tests into a build brief

  • Specialists and buildersMedium· Up to 35 min

    Pilot monitor

    Compile volume, lead time, errors, rework, and escalation into a weekly report

  • Specialists and buildersMedium· Up to 35 min

    Rollback planner

    Define pause, manual fallback, and restart for an automated flow

  • Specialists and buildersMedium· Up to 35 min

    Intent-map builder

    Group approved case types and confusion risk

    Included in the course: AI Assistant for Customer Service

  • Specialists and buildersLow· Up to 35 min

    Grounded FAQ assistant

    Answer low-risk questions from an approved FAQ

    Included in the course: AI Assistant for Customer Service

  • Specialists and buildersMedium· Up to 35 min

    Escalation assistant

    Summarize verified facts and open questions

    Included in the course: AI Assistant for Customer Service

  • Specialists and buildersLow· Up to 35 min

    Service-tone reviewer

    Review against approved tone principles without changing facts

    Included in the course: AI Assistant for Customer Service

  • Specialists and buildersHigh· 36–50 min

    Promise checker

    Find unconfirmed dates, compensation, or guarantees

    Included in the course: AI Assistant for Customer Service

  • Specialists and buildersLow· Up to 35 min

    Clarifying-question assistant

    Ask the smallest necessary question when intent is unclear

    Included in the course: AI Assistant for Customer Service

  • Specialists and buildersHigh· Up to 35 min

    Complaint triage

    Recognize dispute, safety, vulnerability, and urgency

    Included in the course: AI Assistant for Customer Service

  • Specialists and buildersMedium· Up to 35 min

    Conversation QA reviewer

    Assess de-identified conversations against a rubric

    Included in the course: AI Assistant for Customer Service

  • Specialists and buildersMedium· Up to 35 min

    Service knowledge-gap tracker

    Collect unanswered questions and broken sources

    Included in the course: AI Assistant for Customer Service

  • Specialists and buildersHigh· 36–50 min

    Customer-service pilot report

    Compile quality, escalation, repeat contact, and feedback

    Included in the course: AI Assistant for Customer Service

  • Specialists and buildersMedium· Up to 35 min

    Evidence-based idea assistant

    Idea, angle, source support, format, and check

    Included in the course: AI for Social Media and Marketing

  • Specialists and buildersLow· Up to 35 min

    30-day content planner

    Realistic calendar with owners and metrics

    Included in the course: AI for Social Media and Marketing

  • Specialists and buildersMedium· Up to 35 min

    Channel adaptation without fact loss

    Adapt the text to each channel without changing the facts

    Included in the course: AI for Social Media and Marketing

  • Specialists and buildersLow· Up to 35 min

    Short-video brief

    Hook, scene plan, script, captions, image and audio needs, and checks

    Included in the course: AI for Social Media and Marketing

  • Specialists and buildersMedium· Up to 35 min

    Carousel and post builder

    Build a multi-slide or multi-paragraph post with text, alt text, and checks

    Included in the course: AI for Social Media and Marketing

  • Specialists and buildersHigh· Up to 35 min

    Campaign-claim reviewer

    Mark each claim as supported, unsupported, or unclear, with source and action

    Included in the course: AI for Social Media and Marketing

  • Specialists and buildersLow· Up to 35 min

    Content accessibility assistant

    Suggest alt text and captions, and show what is missing

    Included in the course: AI for Social Media and Marketing

  • Specialists and buildersHigh· Up to 35 min

    Comment triage and escalation

    Category, draft, risk, and owner

    Included in the course: AI for Social Media and Marketing

  • Specialists and buildersMedium· Up to 35 min

    Approved-content reuse workflow

    Reuse plan, new formats, and checkpoints

    Included in the course: AI for Social Media and Marketing

  • Specialists and buildersLow· Up to 35 min

    Weekly marketing analysis

    Observations, hypotheses, questions, and next test

    Included in the course: AI for Social Media and Marketing

  • Specialists and buildersHigh· Up to 35 min

    Evidence-locked product description

    Fact list, gaps, draft, and review checklist

    Included in the course: AI for E-commerce

  • Specialists and buildersMedium· Up to 35 min

    Product-feed reviewer

    Errors, warnings, approved fields, and action list

    Included in the course: AI for E-commerce

  • Specialists and buildersMedium· Up to 35 min

    Category-page planner

    Page structure, selection criteria, draft FAQ, and gaps

    Included in the course: AI for E-commerce

  • Specialists and buildersHigh· Up to 35 min

    Customer-question triage and draft

    Category, relevant source, draft, uncertainty, and escalation

    Included in the course: AI for E-commerce

  • Specialists and buildersHigh· Up to 35 min

    Returns evidence check

    Complete or incomplete material, questions about what is missing, and suggested handling

    Included in the course: AI for E-commerce

  • Specialists and buildersMedium· Up to 35 min

    Anonymized review analysis

    Themes, evidence, frequency, uncertainty, and action questions

    Included in the course: AI for E-commerce

  • Specialists and buildersMedium· Up to 35 min

    Price and stock discrepancy monitor

    Discrepancy, severity, and recommended check

    Included in the course: AI for E-commerce

  • Specialists and buildersMedium· Up to 35 min

    Abandoned-cart message reviewer

    Reviewed draft, risk flags, and checklist

    Included in the course: AI for E-commerce

  • Specialists and buildersHigh· Up to 35 min

    Campaign launch gate

    Ready or stop, discrepancies, and owners

    Included in the course: AI for E-commerce

  • Specialists and buildersLow· Up to 35 min

    Weekly e-commerce analysis

    Observations, possible explanations, questions, decisions, and next test

    Included in the course: AI for E-commerce

  • Specialists and buildersMedium· Up to 35 min

    AI-search page reviewer

    Review a single page against technical health, content quality, and source support

    Included in the course: Agentic SEO

  • Specialists and buildersLow· Up to 35 min

    Question mapping assistant

    Build a question map linking a main query to sub-questions and showing coverage gaps

    Included in the course: Agentic SEO

  • Specialists and buildersLow· Up to 35 min

    Original value reviewer

    Assess whether a page adds its own value beyond generic summaries

    Included in the course: Agentic SEO

  • Specialists and buildersHigh· Up to 35 min

    Claim and source checker

    Check that every claim in a text is source-supported, current, and free of conflicts

    Included in the course: Agentic SEO

  • Specialists and buildersMedium· Up to 35 min

    Structured data checker

    Check that structured data matches the visible content

    Included in the course: Agentic SEO

  • Specialists and buildersLow· Up to 35 min

    Title and summary assistant

    Draft clear title and summary options without clickbait

    Included in the course: Agentic SEO

  • Specialists and buildersMedium· Up to 35 min

    Content gap prioritizer

    Rank which content gaps should be addressed first based on given source material

    Included in the course: Agentic SEO

  • Specialists and buildersMedium· Up to 35 min

    Update need assessor

    Assess whether a published page needs updating based on age, changed facts, and new questions

    Included in the course: Agentic SEO

  • Specialists and buildersLow· Up to 35 min

    SEO test plan builder

    Build a test plan to try a single SEO hypothesis in a controlled way

    Included in the course: Agentic SEO

  • Specialists and buildersLow· Up to 35 min

    Quarterly reviewer

    Compile a quarterly status overview of content performance from pasted metrics

    Included in the course: Agentic SEO

  • Specialists and buildersLow· Up to 35 min

    Source route selector

    Decide whether a question should be answered via web, internal source, or expert

    Included in the course: AI Search for Agents

  • Specialists and buildersLow· Up to 35 min

    Search plan builder

    Break a question into sub-questions with sources and freshness requirements

    Included in the course: AI Search for Agents

  • Specialists and buildersMedium· Up to 35 min

    Source policy assistant

    Apply a source policy for prioritization, exceptions, and conflicts between sources

    Included in the course: AI Search for Agents

  • Specialists and buildersMedium· Up to 35 min

    Evidence checker

    Check that claims in a text are supported by the cited sources given

    Included in the course: AI Search for Agents

  • Specialists and buildersMedium· Up to 35 min

    Freshness reviewer

    Assess whether given sources are current enough for a given question

    Included in the course: AI Search for Agents

  • Specialists and buildersMedium· Up to 35 min

    Source conflict reporter

    Surface differences between sources without guessing which one is right

    Included in the course: AI Search for Agents

  • Specialists and buildersMedium· Up to 35 min

    Internal knowledge search assistant

    Search for answers in approved internal documents within given access limits

    Included in the course: AI Search for Agents

  • Specialists and buildersLow· Up to 35 min

    Web research assistant

    Turn pasted web content into a structured research summary with source references

    Included in the course: AI Search for Agents

  • Specialists and buildersMedium· Up to 35 min

    Prompt injection reviewer

    Review pasted web content for hidden instructions before it is used further

    Included in the course: AI Search for Agents

  • Specialists and buildersLow· Up to 35 min

    Search operations follow-up

    Turn a pasted log of completed searches into a readable follow-up report

    Included in the course: AI Search for Agents

  • Specialists and buildersLow· Up to 35 min

    Architecture selector

    Decide whether a task should be solved with a single model call, a fixed workflow, or an agent

    Included in the course: No-Code AI Agent Development

  • Specialists and buildersMedium· Up to 35 min

    Agent blueprint assistant

    Write out nodes, paths, checkpoints, and stopping rules for an agent blueprint in text form

    Included in the course: No-Code AI Agent Development

  • Specialists and buildersLow· Up to 35 min

    Node card builder

    Write a concise, tool-neutral node card with purpose, input, output, and error handling

    Included in the course: No-Code AI Agent Development

  • Specialists and buildersMedium· Up to 35 min

    Data contract reviewer

    Check that the format between two nodes matches and point out gaps in the data contract

    Included in the course: No-Code AI Agent Development

  • Specialists and buildersHigh· Up to 35 min

    Permission minimizer

    Review a list of requested permissions and propose the smallest set that suffices for the task

    Included in the course: No-Code AI Agent Development

  • Specialists and buildersMedium· Up to 35 min

    Failure path designer

    Write out failure paths with timeout, retry, stop, and escalation for a given node or workflow

    Included in the course: No-Code AI Agent Development

  • Specialists and buildersMedium· Up to 35 min

    End-to-end test designer

    Write five end-to-end tests covering the normal case, failure, attack attempts, and edge limits for an agent workflow

    Included in the course: No-Code AI Agent Development

  • Specialists and buildersHigh· Up to 35 min

    Production gate assistant

    Compile evidence and gaps for the pilot, stop, or rework decision ahead of production

    Included in the course: No-Code AI Agent Development

  • Specialists and buildersMedium· Up to 35 min

    Cost guard assistant

    Work through calls, loops, and tool usage in a workflow description and flag risks of exceeding budget

    Included in the course: No-Code AI Agent Development

  • Specialists and buildersLow· Up to 35 min

    Operations and maintenance planner

    Compile an operations plan with owner, logging, versioning, and retest interval for a live workflow

    Included in the course: No-Code AI Agent Development

  • Specialists and buildersHigh· Over 50 min

    Incoming inquiry to reviewed reply

    Receive a customer inquiry, classify it, and draft a reply that requires approval before sending.

    Included in the course: Build AI Agents Without Code

  • Specialists and buildersHigh· Over 50 min

    Meeting notes to approved tasks

    Turn meeting notes into structured tasks and create them only after human approval.

    Included in the course: Build AI Agents Without Code

  • Specialists and buildersHigh· Over 50 min

    Inquiry to sales brief

    Validate an incoming inquiry and create an internal sales brief with gaps and next questions.

    Included in the course: Build AI Agents Without Code

  • Specialists and buildersHigh· Over 50 min

    Content draft with approval step

    Create a channel-specific draft and pause until the content owner approves publication.

    Included in the course: Build AI Agents Without Code

  • Specialists and buildersHigh· Over 50 min

    Document to verified fields

    Extract defined fields from documents, mark uncertainty, and require verification before further use.

    Included in the course: Build AI Agents Without Code

  • Specialists and buildersMedium· Over 50 min

    New documents to knowledge digest

    Summarize new approved documents with source, version, changes, and review questions.

    Included in the course: Build AI Agents Without Code

  • Specialists and buildersHigh· Over 50 min

    Support request to the right queue

    Suggest a category and queue for support requests and escalate uncertain cases to a person.

    Included in the course: Build AI Agents Without Code

  • Specialists and buildersHigh· Over 50 min

    Weekly data to reviewable report

    Compile approved data sources into a weekly report and stop on missing or implausible values.

    Included in the course: Build AI Agents Without Code

  • Specialists and buildersHigh· Over 50 min

    Deliverable to quality gate

    Review an incoming deliverable against approved criteria and route deviations to the owner.

    Included in the course: Build AI Agents Without Code

  • Specialists and buildersHigh· Over 50 min

    Monitoring to sourced digest

    Collect new items from approved sources, remove duplicates, and create a digest for human review.

    Included in the course: Build AI Agents Without Code