7 Overten Use Cases Your Team Is Probably Not Using Yet (But Should Be)

Most teams start with one workflow and stop there. After five months, we can see what the teams who keep going end up doing. Here are seven use cases, five we planned for and two that users found before we did.

1. CV screening (HR)

The pain: hundreds of CVs, one role, no time to compare them fairly. The workflow: load the CVs and the job description, ask for a ranked shortlist with reasons, export a summary.

Good fit if: you screen more than a handful of candidates per role.

2. Contract review (Legal)

The pain: checking clauses against a playbook, by hand. The workflow: load the contract and your standard terms, flag deviations, draft the redline notes.

Good fit if: you review contracts against a standard playbook.

3. P&L and financial model analysis (Finance)

The pain: a variance nobody can explain by Friday.

Good fit if: you write variance commentary every month.

4. Study and assignment documents (Student)

The pain: notes in one place, sources in another, a deadline in between. The workflow: load notes and readings, build an outline, draft and format the paper.

Good fit if: you juggle several sources for one assignment.

5. Client deliverables (Consultant)

The pain: model, document, and deck drifting apart. The workflow: build all three in one workspace and check them against each other.

Good fit if: your deliverable spans a model, a document, and a deck.

6. Performance review documentation (new)

The pain: reviews written from memory, then contradicted by the record. The workflow: load goals, manager notes, and prior reviews, then draft and cross-check.

Good fit if: reviews pull from several records.

7. Board pack assembly (new)

The pain: a dozen contributors, one deadline, numbers that don't match. The workflow: gather the inputs, assemble the pack, check every figure against its source.

Good fit if: your board pack has many contributors.

How to pick your first one

Choose the workflow where the pain is most frequent, not most dramatic. A task you do every week will show you the value faster than one you do twice a year. Start with one real deliverable, not a test file, and time it against how you'd normally do it.

• Pick one recurring task from the seven above.
• Load the real files it normally involves.
• Compare the time and the result against your usual process.

The compounding effect

Teams that stay past three months tend to combine use cases. The HR team that screens CVs starts documenting performance reviews. The finance team that explains variances starts assembling the board pack. Each workflow makes the next one cheaper.

Keep reading

• The Last Mile Problem
• Cross-Document Intelligence
• AI-Native vs AI-Added: 5 Months Later