Work & operations use cases
Inbox, reports, meetings, documents and back office.
2 use cases
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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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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.