Find the workflow your team needs
Choose the recurring job, from handling incoming requests to checking agreement terms or preparing evidence. Find an example using the emails, documents and decisions involved in your team’s work.
Supplier update
Delivery is now planned for 18 October.
- Order
- CW-104
- Attachment
- delivery-note.pdf
Assigned follow-up
- Owner
- Mira
- Due date
- 16 October
- Status
- In progress
Let an alert create the request, then have its owner record the answer.
Handle incoming work and ongoing relationships
These jobs begin with a request or a changing commitment.
Inbox management
Create lists across shared inboxes, route matching messages and assign unanswered questions. See Inbox management.
Case follow-up
Keep the case history, latest promise and outstanding questions together for the next handler. See Case follow-up.
Supplier coordination
Compare revised delivery promises and request the supplier documents your team needs. See Supplier coordination.
Check terms, amounts and project changes
Keep the original documents behind the amounts, dates and proposed changes your team reviews.
Contracts and renewals
See notice deadlines beside their clauses and amendments and prompt a review before they’re due. See Contracts and renewals.
Invoice review
Compare amounts and line items with orders and supplier emails, keeping discrepancies with their answers. See Invoice review.
Project coordination
Keep project questions with revised drawings, quoted costs and recorded decisions. See Project coordination.
Review documents, hand over work and monitor websites
Give another person the documents and history needed to review a question or continue the work.
Evidence reviews
Gather the documents for diligence or an inquiry and assign outstanding requests. See Evidence reviews.
Team handovers
Give the next owner the relevant emails, proposal versions and unanswered questions. See Team handovers.
Website and research monitoring
Follow selected notices, product pages and reports and compare their captured versions. See Website and research monitoring.
Give an AI tool the context for one task
Let an assistant search chosen emails, files or data, with sensitive details masked and original downloads controlled separately. AI context explains the features; the connection guide helps with setup.
See how the features fit a job your team does regularly
Choose the emails and documents involved and the result the person using them needs.