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Use Cases & Playbooks

These playbooks show how teams use Agently's 6 AI agents to automate sales prospecting, operations management, customer success, content marketing, and strategic research. Each workflow is a step-by-step guide you can replicate in your own workspace today — no coding required, just natural language prompts.

For Sales Teams

Playbook: Outbound Prospecting Pipeline

The problem: Researching leads, personalizing outreach, and tracking follow-ups eats up hours that could be spent on calls and closing.

The Agently workflow:

1. Research phase (Apex)
"Research 20 companies in the fintech space with 50-200 employees. For each, find the CTO or VP of Engineering, their LinkedIn profile, what the company does, recent news, and any pain points we can address."

Apex searches the web, visits company pages, and compiles a research brief for each prospect.

2. Outreach phase (Apex)
"Using the research you just did, draft a personalized 3-email sequence for each prospect. Use our brand voice and value proposition from the Brain. Send the first email in each sequence via Gmail."

Apex drafts tailored emails using your brand context and sends them through your connected Gmail.

3. Pipeline tracking (Apex + Spaces)
"Create a sales pipeline board in Spaces with columns: Researched, First Email Sent, Replied, Meeting Booked, Proposal Sent, Closed. Add each prospect as a task."

Your pipeline is now visual and trackable. Move tasks as prospects progress.

4. Follow-up (Apex)
"Check the pipeline board for prospects in 'First Email Sent' that have been there more than 3 days. Draft follow-up emails for each."

Playbook: Pre-Meeting Research

Before every sales call, ask Apex:
"I have a meeting with Sarah Chen from Acme Corp tomorrow at 2pm. Research her background, Acme Corp's recent news, and prepare 5 talking points based on how our product addresses their likely needs. Check the Brain for any previous interactions we've had with them."

Apex delivers a prep brief combining web research with your internal knowledge. You walk into the meeting informed and confident.

For Founders & Operations

Playbook: Weekly Operations Management

Monday morning with Nova:

1. Week overview
"Look at my calendar for this week. Summarize my meetings, flag any conflicts, and identify blocks of free time for deep work."

2. Email triage
"Check my Gmail for any urgent emails from this weekend. Summarize the key ones and draft responses for the top 5 most important."

3. Task review
"What tasks are overdue or due this week across all my Spaces? Organize them by priority."

4. Team update
"Draft a Monday standup message for the team channel summarizing what we accomplished last week and what's planned for this week. Check the Brain for our Q2 goals to reference."

In 15 minutes with Nova, you've triaged your week, handled email, reviewed tasks, and communicated with your team.

Playbook: Project Planning

Starting a new initiative with Nova:

"We're planning a product launch for March 15th. Create a project board in Spaces with these phases: Planning, Design, Development, QA, Marketing Prep, Launch. Under each phase, create the key tasks we'd need. Set deadlines working backwards from March 15th."

Nova creates a fully structured project board. You review, adjust, assign team members, and you're managing the project within minutes.

For Customer Success

Playbook: Customer Health Monitoring

Weekly check-in with Echo:

1. Ticket review
"Summarize all support tickets from this week. Categorize them by issue type and flag any customers who submitted more than 2 tickets."

2. Proactive outreach
"For the customers who seem at risk based on their ticket patterns, draft a personal check-in email for each. Reference their specific issues and offer a call to help."

3. Knowledge base update
"Based on the most common ticket issues this week, create Brain snippets with our recommended solutions so you can answer these faster next time."

Playbook: Customer Onboarding

Ask Echo to build your onboarding sequence:

*"Create an onboarding email sequence for new customers. It should be 5 emails over 2 weeks:

  1. Welcome + first steps

  2. Setting up their account (link to our setup guide in the Brain)

  3. Key features to try in their first week

  4. Tips from power users

  5. Check-in asking how things are going

Use our brand voice and make them feel supported, not overwhelmed."*

Echo creates the sequence. Review, tweak, and you have a repeatable onboarding workflow.

For Marketing

Playbook: Weekly Content Machine

Weekly content workflow with Pulse:

1. Ideation
"Suggest 5 blog post topics for this week based on trending themes in our industry. Check the Brain for our content strategy and what we've already published."

2. Writing
"Write the blog post on [selected topic]. Create it as a Page in the workspace. Target 1200 words, use our brand voice, and include a clear CTA at the end."

3. Social distribution
"Create a LinkedIn post and 3 tweets promoting this blog post. Keep them engaging and conversational."

4. Tracking
"Add these content pieces to the Content Calendar board in Spaces with their publish dates."

Playbook: Product Launch Campaign

Ask Pulse to run your full launch prep:

*"We're launching [feature] next Tuesday. Plan a launch campaign:

  1. Write a launch blog post (create as a Page)

  2. Draft an email announcement for our mailing list

  3. Create a week's worth of social media posts (LinkedIn + Twitter)

  4. Create a landing page draft that we can share as a gated Page to capture leads

  5. Set up a campaign tracking board in Spaces

Check the Brain for product details and our brand guidelines."*

Pulse executes the full campaign prep. You review, approve, and launch.

For Strategy & Research

Playbook: Competitive Intelligence

Quarterly competitive review with Lens:

*"Do a comprehensive competitive analysis of our top 5 competitors: [list them]. For each competitor, research:

  • Current product offerings and recent launches

  • Pricing and positioning

  • Strengths and weaknesses compared to us

  • Recent press and announcements

  • Key differentiators

Create a detailed report as a Page, and add a summary comparison table. Reference our product info from the Brain for the comparison."*

Lens delivers a research report that would take a human analyst days to compile.

Playbook: Market Entry Analysis

Ask Lens for deep strategic analysis:

*"We're considering expanding into the European market. Research:

  1. Market size and growth for our category in EU

  2. Key competitors already established there

  3. Regulatory considerations

  4. Cultural and localization factors

  5. Recommended entry strategy

Use Smart mode for this — I want deep, thorough analysis. Create the report as a Page."*

Multi-Agent Workflows

The most powerful use of Agently is combining agents. Each agent handles its part, and the outputs flow into a shared workspace.

End-to-End Deal Flow

  1. Lens researches the target market and identifies ideal customer profiles

  2. Apex takes the research, finds specific prospects, and runs outreach

  3. Nova schedules meetings that Apex books and prepares briefing docs

  4. Echo handles post-sale onboarding and customer communication

  5. Pulse creates case studies from successful deals to fuel more marketing

Content-Led Growth

  1. Lens researches trending topics and audience interests

  2. Pulse creates content based on the research (blog posts, social)

  3. Pulse creates gated Pages to capture leads

  4. Apex follows up with leads who download gated content

  5. Echo onboards new customers who convert

Tips for Getting the Most Out of Playbooks

  1. Start with one workflow — Don't try to automate everything at once. Pick your highest-value workflow and nail it.

  2. Build the Brain first — These playbooks work dramatically better when agents have rich business context.

  3. Iterate and refine — First outputs won't be perfect. Give feedback, adjust prompts, and agents improve.

  4. Use Spaces to track — Every workflow should have a corresponding board for visibility.

  5. Combine agents — The real magic happens when multiple agents work on connected parts of a larger workflow.

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