Use cases

What your agents actually do.

Finance, sales, marketing, engineering, analysis, customer service, everyday tools β€” concrete missions our users hand off every day. Scroll, find yours.

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Your numbers, always reconciled.

Illustration: an invoice, a bank line and a cash-flow curve

Bank analyst

β€œConnect to my bank account, analyze my spending, and build cash-flow models.”

Your treasury, modeled and kept up to date β€” no spreadsheet marathons.

Invoice reconciler

β€œMatch every invoice with the incoming wire on my account.”

Reconciliation runs continuously; discrepancies are flagged instantly.

Invoice auditor

β€œRead my invoices and catch the errors.”

Double billing, wrong totals, missing VAT β€” caught before you pay.

Invoice forwarder

β€œDetect invoices landing in my mailbox and forward them to my accounting tool.”

No invoice lost in the inbox; your books stay current.

Monthly reporter

β€œGenerate my monthly financial reports and send them to my accountant.”

P&L, balance, cash position β€” delivered on the 1st, every month.

A pipeline that fills itself.

Illustration: a CRM funnel with one hot prospect

Lead researcher

β€œFind leads in my market.”

Qualified prospects show up while you focus on closing.

Real-time CRM

β€œKeep my CRM updated in real time.”

Every email and deal logged automatically β€” no more Friday data entry.

Hot-client radar

β€œAnalyze my CRM and surface the hot clients.”

You call the deals that are ready, not the ones that are cold.

Lead scorer

β€œScore every new lead against my ideal customer profile.”

Your pipeline sorts itself β€” best fits rise to the top.

Follow-up sequencer

β€œSend personalized follow-up sequences to prospects who went quiet.”

Deals stop dying from silence β€” every prospect gets a nudge, on time.

Meeting briefer

β€œBefore each sales call, prepare a brief on the prospect and log the recap after.”

You walk in prepared and leave with the CRM already updated.

A marketing team in one agent.

Illustration: a content calendar, social posts and ads

Brand learner

β€œStudy my website and absorb my brand.”

Voice, colors, product β€” everything it creates feels like you.

Social poster

β€œPost for me on my social networks.”

A daily presence without ever opening the apps.

Autonomous ads

β€œRun my campaigns β€” Google Ads, LinkedIn Ads, Meta Ads.”

Budgets and bids adjusted continuously, not once a month.

On-brand media

β€œGenerate images and videos that match my identity and product.”

Creative assets on demand, always on-brand.

Newsletter sender

β€œWrite and send my newsletter.”

It drafts, you approve, it sends. Every week, on time.

Competitor watcher

β€œMonitor my competitors' sites, pricing and launches.”

Their moves land in your inbox before they trend.

SEO optimizer

β€œAudit my site continuously and fix SEO issues as they appear.”

Rankings climb steadily β€” no quarterly audit panic.

Ship it. Then keep it alive.

Illustration: a code terminal and a bug being fixed

Product builder

β€œBuild my website or app from A to Z.”

From idea to deployed product, iterated with you.

Live bug fixer

β€œTrack bugs and fix them in real time.”

Issues get resolved while your users are reporting them.

CI guardian

β€œWatch my CI/CD pipelines and fix failures as they happen.”

Broken builds get repaired before the team even notices.

Code reviewer

β€œReview every pull request and flag issues before merge.”

A second pair of eyes on every commit β€” instant, tireless.

Doc keeper

β€œKeep the technical documentation in sync with the code.”

Docs that never go stale β€” updated as the code ships.

Files, done.

Illustration: a folder with structured files and charts

File worker

β€œCreate and edit my files β€” Excel, PDF, Word, PowerPoint.”

The deck, the model, the report β€” produced, not just drafted.

Data extractor

β€œPull data from my tools, PDFs and emails into one clean table.”

Scattered numbers become a single source of truth.

Dashboard builder

β€œBuild and maintain live dashboards for my key metrics.”

Your KPIs, always current β€” no manual refresh ritual.

Report digester

β€œSummarize long reports and contracts into one-page briefs.”

A hundred pages become the five lines that matter.

Support that scales itself.

Illustration: chat bubbles and a resolved check

Trained on your tickets

β€œTrain yourself on my existing tickets.”

It learns your product the way your best agent did β€” from real history.

Playbook writer

β€œCreate all the playbooks.”

Every recurring case documented and automated.

Ticket solver

β€œConnect to all my tools β€” internal or not β€” and resolve customer tickets.”

Reliable, fast resolutions. Sensitive cases escalated to humans.

Multilingual responder

β€œAnswer customer tickets in their own language.”

Native-quality support in every market you serve.

Sentiment triager

β€œAnalyze incoming tickets and prioritize the angry or urgent ones.”

Fires get put out first β€” routine questions queue calmly.

Refund handler

β€œProcess refund requests end to end within my policy.”

Refunds handled in minutes, not days β€” within the rules you set.

Your tools, working for you.

Illustration: an envelope, calendar and gear in one flow

Email sender

β€œConnect to my mailbox. I tell you what to send and to whom β€” you write it and send it.”

No more writing emails. You dictate, it delivers.

Tool updater

β€œKeep my Notion, Google Sheets, Asana β€” any tool β€” up to date.”

Your workspace stays current without you touching it.

Calendar optimizer

β€œOrganize my calendar β€” batch meetings, protect focus time.”

Your week stops fragmenting into useless half-hours.

Meeting prepper

β€œBefore every meeting, send me a briefing on attendees and context.”

You never walk into a call unprepared again.

Inbox zero keeper

β€œTriage my inbox β€” archive, label, and draft replies to routine mail.”

You open a sorted inbox; the noise is already gone.

File organizer

β€œSort my Drive and Downloads into a clean folder structure.”

Every file in its place β€” find anything in seconds.

β€œHow do I connect it to my tools?” You just ask.

Illustration: two app modules being connected by a hand-built link
01

You ask

β€œConnect to my accounting tool.” That's the whole setup. No API keys, no OAuth dance, no documentation to read β€” for you.

02

It reads the docs

The agent goes and reads the tool's documentation itself, finds the best way in, and wires the connection.

03

No connector? It builds one

If no prebuilt connector exists for your tool, the agent creates it. Internal tools included.

β€œIf no ready-made connector exists, it creates one itself.”

These are only a handful of examples. If you can do it on a computer, an agent can do it too.

Describe a mission. Your agent is live in seconds.
Use Cases β€” What AI Employees Actually Do | Upchat