Work & operations use cases
Inbox, reports, meetings, documents and back office.
13 use cases
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57
Classify and auto-close customer SMS replies for a car dealer group
Stellantis &You UK's digital process team used Make, Knack and an OpenAI model to read customer replies to booking texts, judge intent and sentiment, and either alert aftersales or close the message. Over 12 months it analyzed 47,000+ messages, closed 18,000+ automatically and saved about 151 hours.
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66
Run a two-person consultancy’s proposals and research with a team of agents
Scot Westwater's AI strategy firm Pragmatic uses Lindy agents for conference research, proposal drafting, editing and case studies. They report saving 20-30 hours a week, cutting proposal turnaround from about 1.5 weeks to under two days, and winning a $50,000 project with the agents' help.
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62
Draft inbox replies and research 100 accounts overnight for a sales rep
John Albert, a business development rep at Anthropic, set up Claude Cowork skills and scheduled tasks that draft replies to inbound threads in his voice, flag no-shows, propose CRM updates and research about 100 accounts each night. He had been spending around five hours a day answering inbound interest by hand.
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56
Turn repeat WordPress hosting chores into one-command agent skills
Austin Ginder of Anchor Hosting built 22 Claude Code skills that run tasks like site migrations, backups, malware cleanup and plugin patching across about 2,900 WordPress sites. A migration that took 20-30 minutes of hands-on terminal work now starts with one command and runs while he does other things.
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55
Resolve 47,000 support tickets a month with an AI triage-and-reply workflow
Eric McNulty at Mercari built a large Zapier workflow that classifies every support ticket, pulls the matching policy text from Google Sheets, and drafts or sends replies, with low-confidence cases going to a person. It answers about 97% of tickets first and frees more than 3,000 agent hours a month.
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64
Auto-close thank-you replies and prioritize support tickets with ChatGPT
Allen Lai's customer experience team at Otter.ai used Zapier and ChatGPT to spot reopened Zendesk tickets that only said thanks and close them, and to tag new tickets by urgency and category. Over 1,000 tickets were auto-solved in three months and more than 10,000 were enriched and routed.
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59
Cut sales-to-onboarding handoff prep from 25 hours a month to under one
Amber Sharp, Director of Sales at Tivly, built Zapier agents that sort inbound email by client stage, answer new-client questions from company knowledge, and compile a plain-language handoff scorecard for the next account owner. Transition prep fell from about 25 hours a month to under one while onboarding volume rose more than 165%.
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58
Automate payment support tickets end to end, cutting handling to about 70 seconds
Koralplay, an 85-person gaming software company led on this by COO Didier Caroff, built an n8n workflow that logs into its back office, looks up a stuck payment, checks regulatory status, replies to the customer and updates the ticket. About 70% of payment tickets in one market are now handled automatically, saving roughly 616 hours a week.
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58
Draft 80% of a government proposal in about 25 minutes from the solicitation file
Field Aerospace, an aircraft modification firm, built n8n workflows that split uploaded solicitations into sections, pull out every requirement, and draft responses from approved past-performance material. A first draft that used to take three or four people about two weeks now takes roughly 25 minutes.
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60
Build a small automation without code by describing it
Describe the job in one sentence and let an automation tool's built-in agent wire the trigger, steps and apps, then test it with one real example.
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48
Get a weekly business report in plain English
Every Monday an agent pulls traffic, signups and sales, writes what changed and why it might have, and suggests three things to do this week.
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59
Triage your inbox and draft replies every morning
An agent labels new email by urgency, summarizes the long threads, drafts replies to the routine ones and gives you a short list to handle yourself.
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54
Turn meeting recordings into notes, tasks and a follow-up email
After each call, an agent turns the transcript into decisions, owners and dates, adds the tasks to your list and drafts the follow-up email.