Prepare the weekly delivery review

Review a supported Planner board and prepare a briefing on overdue tasks, stated blockers and upcoming deadlines. Include task links and questions for owners to confirm.

Classify customer feedback in bulk

Apply your categories to a supplied feedback dataset. Return structured results with uncertain records flagged, then summarise themes for product, support and marketing review.

Draft follow-ups from customer conversations

Use an available meeting transcript and relevant correspondence to prepare an Outlook draft. Cover agreed requirements, open questions and proposed next steps for you to review and send.

Prepare an audit evidence index

Organise selected documents against a supplied audit checklist. Produce an evidence index with source references, apparent gaps and follow-up questions for the audit owner.

Prepare shift handover briefs

Summarise selected Teams discussions and open Planner work into a handover brief. Show active issues, stated blockers, owners and follow-up priorities for the incoming shift to confirm.

Prepare customer review packs

Combine selected account correspondence, meeting notes and supplied performance data. Draft a customer review covering progress against agreed goals, unresolved issues and proposed next steps.

Review a procedure library

Check selected procedures against your review checklist. Return a consolidated table of missing information, ambiguous wording and proposed revisions for document owners to assess.

Answer questions from company policies

Help employees find guidance in approved policies and procedures. Provide references to supporting documents and flag sensitive or unclear questions for the responsible team.

Draft tender and security questionnaire responses

Use approved product, security and company information to prepare consistent responses. Include supporting references and flag questions that need an expert answer before submission.

Compare supplier proposals

Assess supplier submissions against your evaluation criteria. Produce an evidence-linked comparison, identify missing information and draft clarification questions for procurement review.

Prepare a customer renewal risk review

Review selected account correspondence, support feedback and supplied usage data before renewal. Prepare an evidence-linked brief covering unresolved issues, information gaps and proposed follow-ups.

Review executive commitments each week

Bring together commitments from selected meeting notes, transcripts and email threads. Prepare a weekly review of stated owners, deadlines and follow-ups that need confirmation.

Review vendor renewals and price changes

Review selected contracts, renewal notices and supplier correspondence. Extract notice periods and proposed price changes into a brief that helps your team prepare renewal and negotiation decisions.

Find recurring support issues and draft help content

Review supplied support conversations and feedback to identify recurring questions. Draft a help article and response template based on approved guidance for the support team to review.

Prepare a voice of customer roadmap brief

Bring supplied feature requests, support feedback and meeting notes into a product review brief. Show recurring themes, supporting examples, information gaps and questions for prioritisation.

Marketing Copy

Generate marketing copy based on your brand's tone of voice. Use it to script commercials and videos, social media captions, print collateral, and more.

Prepare a skills development plan

Compare an employee’s self-assessment with your organisation’s role expectations or a supplied skills framework. Draft development goals and discussion points for the employee and manager to review.

Create customer help and onboarding guides

Turn approved product information and recurring customer questions into help articles and onboarding guides. Tailor the content to its audience and flag gaps for product and support teams to review.

Turn product updates into customer communications

Turn approved change summaries into customer release notes, internal briefings and draft announcements. Explain the practical impact for each audience and highlight details requiring confirmation.

Build review-ready board packs

Bring together selected minutes, reports and reference documents. Draft an executive summary and board pack using your organisation’s Word template, with supporting references and decisions requiring attention.

Summarise Board Policies

Summarise policy updates or compliance requirements for board packs.

Write Board Meeting Minutes

Draft board meeting minutes from transcripts or notes.

Plan Travel

Create travel itineraries and collate booking confirmations.

Prepare your daily meeting brief

Start the day with a prioritised brief of upcoming meetings, relevant correspondence and preparation needed. Configure a weekday schedule and receive the summary in your inbox.

Prepare M&A/Project Due Diligence Packs

Aggregate files from SharePoint, relevant web research, and structured company data. Output a “due diligence pack” or summary deck for executives, with clear source attributions.

Advise Customers

Create plain-language explanations of loan options, terms, or investment strategies.

Analyse Risk

Draft summaries of risk factors or compliance findings for board meetings.

Explain budget variances and exceptions

Compare actuals with budget, calculate significant movements and produce supporting charts. Draft plain-English management commentary that separates confirmed figures from explanations needing finance review.

Create H&S Training Materials

Generate or update safety training modules and checklists.

Summarise Reports and Regulations

Summarise relevant health and safety regulations and compliance status.

Create and Automate Documents

Draft site safety plans, SWMS, and toolbox talks. Generate RFIs, quotes, and project reports. Create subcontractor agreements or checklists.

Build an incident review and action plan

Collect incident details and supporting files through guided intake. Draft a structured report that distinguishes reported facts from assumptions, then prepare corrective actions for professional review.

Create role-specific onboarding packs

Combine approved company guidance with a new starter’s role and team details. Produce a tailored onboarding pack and proposed checklist for the manager and new starter.

Generate Job Descriptions

Create consistent, inclusive job ads for production staff positions.

Analyse Employee Engagement

Summarise employee surveys to highlight key engagement themes and concerns.

Respond to Incidents

Create step-by-step checklists for security incidents or outages.

Build a change request from guided intake

Collect change details through a structured form. Draft the request in your organisation’s Word template and prepare a Planner review task, with missing information flagged before submission.

Write Reports

Create summaries for reports.

Communicate

Create outage or patching communications.

Summarise Legislative Updates

Summarise legislative changes relevant to internal compliance.

Perform Due Diligence

Analyse legislative or contract documents for potential risks.

Assist Legal Writing

Draft legal memos and briefs based on specific case information. Create company board motions.

Extract contract obligations at scale

Review selected contracts and amendments. Produce a structured register of obligations, renewal dates, notice periods and clauses requiring professional review, with supporting source references.

Prepare the weekly project health brief

Combine selected project conversations, documents and Planner tasks into a weekly brief. Highlight progress, blockers, overdue work and decisions requiring attention, with links for follow-up.

Run Sprint Retrospectives

Summarise sprint performance, clearly highlighting successes and improvements.

Manage Risk Registers

Draft and update project risk logs.

Summarise Status Reports

Summarise project progress, blockers, and next steps for stakeholders.

Turn meeting actions into Planner tasks

Extract proposed actions from available meeting transcripts or notes. Review owners and deadlines, then create approved Planner tasks with checklists and links to supporting context.

Qualify Sales

Guide sales staff through discovery questions to qualify leads and understand customer pain points.

Write Product Descriptions and Merchandise

Generate engaging product descriptions at scale. Tailor content for different customer segments or regions. Suggest upsell or cross-sell pairings based on purchase context.

Analyse Market and Trends

Summarise customer reviews or survey feedback. Explore competitor positioning and content tone. Generate summaries of industry trends from large datasets or reports.