USE CASES
Start with work
you recognise.
A client meeting to prepare for. A proposal to get moving. A morning brief delivered to your phone. Explore work you can request and routines you can configure once.
Illustrative workflows, not customer case studies. Each example explains the inputs, outputs and setup it needs.
What would you like handled?
18 workflow examples. Explore the result, sources and setup for each.
When needed
Walk into your next meeting prepared.
Bring meeting notes and customer context into one brief before the call.
Explore this workflowWhen needed
Turn the conversation into a proposal draft.
Turn client notes and approved material into a proposal draft for review.
Explore this workflowOn a schedule
Start the day with the context that matters.
Start the day with selected meetings, messages and follow-ups.
Explore this workflow
When needed
Bring the numbers back to the customer story.
Compare sales and payment records with customer activity.
Explore this workflowWhen needed
Find the messages that need your attention.
Find urgent threads and prepare replies for a person to check.
Explore this workflow
When needed
Give your research a clear story.
Shape research and source material into a presentation outline.
Explore this workflowConfigured checks
A new lead arrives. The preparation begins.
Prepare a useful lead brief and a follow-up draft.
Explore this workflowOn a schedule
Finish Friday with next week’s follow-ups prepared.
Gather open client commitments into next week's follow-up list.
Explore this workflow
On a schedule
Keep unpaid invoices from slipping through the cracks.
Spot overdue invoices and prepare careful payment reminders.
Explore this workflow
On a schedule
Give clients a clear weekly report.
Bring campaign results into a client-ready report with gaps flagged.
Explore this workflow
On a schedule
Keep an eye on your market.
Collect relevant market changes into a sourced briefing.
Explore this workflowOn a schedule
Turn your expertise into a content plan.
Use approved material to draft a focused content calendar.
Explore this workflow
On a schedule
Find the patterns in customer feedback.
Find recurring themes in feedback while keeping source context.
Explore this workflow
On a schedule
Get incoming invoices ready for review.
Extract invoice details and flag uncertain or repeated entries.
Explore this workflowOn a schedule
Know which documents are still missing.
Compare project files with a checklist and show what's missing.
Explore this workflow
On a schedule
Go into Monday knowing what moved.
See progress, blockers and decisions across the team's work.
Explore this workflowOn a schedule
See renewals before they become urgent.
Surface upcoming contract dates and terms that need a human check.
Explore this workflowOn a schedule
Spot the deals that need a next step.
Find open deals with stale activity or no clear next step.
Explore this workflowSEE THE BIGGER PICTURE
Explore work for your role
Owners & operations leaders
Know what needs you. Keep the rest moving.
Start the day with the meetings, messages and commitments that deserve your attention. Give recurring checks a home, so each review builds on the last.
See Mainframe for your roleConsultants & agencies
Keep client work moving between meetings.
Prepare the briefing, shape the proposal and review outstanding commitments. Keep the context and the next piece of work together for each client.
See Mainframe for your roleSales & client teams
Prepare the next conversation. Keep the next step visible.
Research an enquiry, prepare the account context and draft the follow-up. Work from your customer records so each conversation starts with the right background.
See Mainframe for your role