Use cases - Tasklet

Use cases

Explore workflows Tasklet can handle across teams. Start with a prompt, then adapt it to your tools and the way you work.

Comms

Daily briefing

Send me a daily briefing based on my Google Calendar, Gmail, and Asana.

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Protect focus blocks

When I have a fragmented day of meetings, see if any of them can be shifted to give me focus blocks.

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Friday inbox cleanup

Every Friday, archive non-actionable emails and flag anything that needs a reply.

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Meeting recaps

When I receive a Fireflies meeting transcript, create tasks in ClickUp for action items and email a recap to attendees.

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Slack reply nudges

When I'm mentioned in a Slack thread but don't respond within 2 hours, text me a reminder with context.

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Customer support

Run my customer support. Triage incoming issues, draft responses using our knowledge base and escalate when needed.

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Operations

Chief of staff

Be my chief of staff. Monitor my team's Slack channels and Jira, synthesize what's happening across the org, and tell me what needs my attention today.

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QuickBooks reconcile

Every Monday, reconcile my QuickBooks entries against my bank transactions and flag mismatches.

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Confluence changelog

When changes merge to main in Github, update our Confluence changelog with what shipped.

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Schedule to Hootsuite

When I move a content piece to 'Ready to Publish' in Notion, schedule in Hootsuite via API and notify the marketing channel.

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Stripe accounting

When a payment comes through a Stripe webhook, log it in my accounting spreadsheet and update the customer record.

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Business backend

Be the backend for my business. Process incoming webhooks, route requests to the right people, and update my Supabase automatically.

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Admin

Collect receipts

Download receipts from my Gmail and Doordash using the browser, then upload everything to my expense tracking system.

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Personal assistant

Be my personal assistant. Connect to my email, calendar, and tasks, and set up texting so I can message you to do things throughout the day.

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HR docs

Log into my company's HR portal, download my pay stubs and tax documents, and file them in Dropbox.

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Cancel subscriptions

Review all my subscriptions across email receipts and bank statements, identify unused ones, and use the browser to cancel them.

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Paralegal

Be my paralegal. Review contracts for unusual terms, track deadlines with the Clio API, prepare document summaries, and flag anything that needs attorney review.

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Office space search

Use the browser to find me office space, reach out to landlords, and handle the negotiation until we have a signed lease.

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Growth

LinkedIn lead sourcing

Use the browser to scrape LinkedIn, find emails with Hunter.io API, and add leads to my HubSpot pipeline.

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Calendly briefing

When I get a new Calendly booking via webhook, research the attendee's company and post a briefing to Slack.

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Customer outings

Find high-value customers we haven't contacted in a while and find some outing events I can invite them to based on their interests logged in our CRM.

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Daily LinkedIn

Every day, connect with people in my industry and repost relevant posts on LinkedIn.

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Sales qualification

Autonomously handle initial sales conversations until leads are qualified, then text me when it's ready for hand off.

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Email tracking

Embed a tracking pixel via webhook in my outbound emails. When a prospect opens my email, research them and draft a personalized follow-up.

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Insights

Monitor podcasts

Monitor these podcasts and blogs for discussions relevant to my industry and email me a summary when something interesting drops.

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Competitor monitoring

Monitor competitor websites for pricing or feature changes — for major announcements, research and tell me what it means for our positioning.

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Company research

When I add a company to my Airtable tracker, research their tech stack, funding, and key contacts.

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Weekly exec summary

Create a weekly executive summary of work completed in Linear and GitHub — call out trends and areas that need my attention.

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Research deep dives

When I label an email "research", do a deep dive on the topic using Perplexity and reply with findings.

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Sales call analysis

Review my team's sales calls weekly. Identify what top performers do differently and send coaching notes to under performers with specific, actionable feedback.

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