How to Use This Guide
Each use case follows the same format:
- Agent: Which agent handles it
- What it does: Specific actions and tools used
- What it produces: The deliverable you get
- What it replaces: The tool or person this work currently requires
- Estimated savings: Cost comparison
Sales (7 agents)
1. Lead Research & Qualification
Agent: SDR Agent Does: Searches for companies matching your ICP, enriches with firmographic data, scores against qualification criteria, writes personalized outreach Produces: Scored lead list with personalized email sequences Replaces: SDR manual research ($6,000/mo salary) + Apollo/ZoomInfo ($500/mo) Savings: 85-95%
2. Pipeline Risk Assessment
Agent: RevOps Agent Does: Analyzes pipeline by stage, flags stalled deals, calculates weighted forecast, identifies conversion bottlenecks Produces: Pipeline health report with risk scores per deal Replaces: RevOps analyst time (4-8 hours/week) Savings: 80%
3. Call Preparation & Follow-up
Agent: AE Agent Does: Researches prospect pre-call, generates talking points, creates competitive positioning, drafts follow-up email with action items Produces: Pre-call brief + post-call follow-up Replaces: 30-60 min manual prep per call Savings: 75%
4. Buying Signal Detection
Agent: Sales Trigger Discovery Does: Monitors target accounts for hiring, funding, tech changes, and competitive signals. Scores and alerts when thresholds fire Produces: Prioritized alert feed with recommended actions Replaces: 6sense ($25K+/yr) or Bombora intent data Savings: 90%
Marketing (8 agents)
5. SEO Content Strategy
Agent: SEO Content Strategist Does: Keyword research, SERP analysis, content gap identification, brief generation with outline and target structure Produces: Content brief with keyword targets, outline, and competitive analysis Replaces: SEO tool ($100-300/mo) + writer research time Savings: 70%
6. Social Media Management
Agent: Social Manager Does: Content calendar planning, engagement analysis, platform-optimized post drafting, hashtag research Produces: Weekly content calendar with draft posts per platform Replaces: Social media manager time (10+ hours/week) Savings: 60%
7. Competitor Intelligence
Agent: Competitor DNA Does: Monitors competitor positioning, pricing changes, feature launches, messaging evolution Produces: Competitive battlecard with feature matrix and positioning analysis Replaces: Crayon/Klue ($2,000+/mo) Savings: 85%
8. AI Search Optimization (GEO)
Agent: GEO Optimizer Does: Audits content for AI citation readiness, adds entity markup, optimizes for ChatGPT/Perplexity/Google AI Overviews Produces: GEO audit report with specific fixes for each page Replaces: No direct replacement — this is a new capability most teams don't have Savings: First-mover advantage
Finance (5 agents)
9. Monthly Close Automation
Agent: Reconciliation Engine Does: Matches bank transactions to GL entries, detects anomalies, tracks close progress Produces: Reconciliation report with matched/unmatched items Replaces: 2-3 days of manual reconciliation per month Savings: 80%
10. Cash Flow Forecasting
Agent: CFO Agent Does: Builds 13-week rolling forecast from AR/AP aging, payroll cycles, and revenue projections Produces: Weekly cash position report with scenario analysis Replaces: CFO/analyst time (8+ hours/month) Savings: 75%
11. Collections Management
Agent: Collections Manager Does: Scores overdue accounts by risk, generates dunning sequences, structures payment plans Produces: Prioritized collection queue with automated outreach Replaces: Collections specialist time + Tesorio ($2K+/mo) Savings: 85%
Legal (6 agents)
12. Contract Review
Agent: Contract Reviewer Does: Reads contracts clause by clause, flags risk areas (liability, indemnity, IP), compares against clause library Produces: Risk assessment with redline recommendations Replaces: Outside counsel review ($400-800/hr) Savings: 90%+
13. Compliance Monitoring
Agent: Compliance Agent Does: Maps controls to frameworks (SOC 2, GDPR, HIPAA), identifies gaps, prepares audit evidence Produces: Gap analysis report with remediation priorities Replaces: Compliance consultant ($200-400/hr) Savings: 80%
HR (3 agents)
14. Resume Screening
Agent: Recruiter Agent Does: Screens resumes against job requirements, scores candidates, generates interview questions Produces: Ranked candidate shortlist with scoring rationale Replaces: 2-4 hours of manual screening per role Savings: 75%
15. Employee Onboarding
Agent: Onboarding Agent Does: Creates personalized onboarding checklists, schedules buddy matching, tracks milestone completion Produces: Onboarding plan with task assignments and timeline Replaces: HR coordinator time (5+ hours per new hire) Savings: 70%
Cybersecurity (3 agents)
16. Security Audit
Agent: Security Auditor Does: Vulnerability assessment with CVSS scoring, dependency audit, compliance checking across frameworks Produces: Security audit report with prioritized findings Replaces: Penetration testing engagement ($5K-20K) Savings: 80%
17. Incident Response
Agent: Incident Response Does: Alert triage with MITRE ATT&CK mapping, containment playbook selection, post-mortem generation Produces: Incident report with timeline, root cause, and remediation actions Replaces: Senior security engineer time during incidents Savings: 60%
More Verticals
- Customer Success: Health scoring, churn prediction, expansion detection
- Data Analytics: NL-to-SQL, time series forecasting, anomaly detection
- Operations: Project tracking, process automation, scheduling optimization
- E-Commerce: Product listing optimization, dynamic pricing, demand forecasting
- Creative: Image generation direction, video production specs, brand design systems
- PR & Communications: Press release drafting, media monitoring, crisis response
- Quant Finance: Alpha mining, portfolio risk monitoring, factor screening
- Research: Competitor monitoring, market gap analysis, trend detection
- Math & Science: Equation solving, symbolic regression, optimization
Find your use case? Browse all 90+ agents or book a call to discuss your specific workflow.