Use Cases
Preview the workflow before you build it
Explore working internal tools with real screens and sample data. Choose a workflow, review what it includes, then adapt it to your team in Appaca.
Working workflow examples
Open any workflow to review its screens, fields, automation, fit, and setup before you create an account.
Lead Scoring & Routing
Score every inbound lead, route hot leads to the right rep, and respond in minutes.
Lead Follow-Up Assistant
Surface stale leads, draft follow-up messages, and keep every deal moving forward.
Sales Proposal Generator
Turn deal context into tailored proposals in seconds, not hours.
Invoice Processing
Extract invoice data, match it against purchase orders, and flag discrepancies automatically.
Payment Reminder Assistant
Chase overdue invoices with personalised reminders and get paid sooner.
Monthly Finance Report
Close the month and report on the numbers that matter - without manual data wrangling.
Content Generator
Turn one source into on-brand copy for every channel - without multiplying the hours.
Campaign Brief Generator
Turn a one-line idea into a full brief your team can act on in minutes, not days.
Performance Digest
Consolidate campaign data into a weekly report with AI commentary on what's working.
Job Description Writer
Go from role title to a polished, publish-ready job description without a blank page.
Employee Onboarding Assistant
Generate a personalised plan for every new hire and track completion automatically.
Employee Directory
Give everyone a searchable people database, live org chart, and AI search.
Offboarding Checklist
Assign offboarding tasks to HR, IT, and payroll automatically and track every departure.
Ops Report Generator
Turn raw operational data into a finished weekly summary with AI-written commentary.
SOP Assistant
Answer process questions instantly from your own documentation, with sources cited.
Policy Management
Distribute policies, track employee acknowledgments, and chase outstanding ones automatically.
Employee Scheduling
Build shift rosters that follow your rules, with availability, swaps, and coverage alerts.
Vendor Tracker
Keep every contract, renewal date, and performance note in one place.
Contract Tracker
Track owners, key dates, status, documents, and renewal reminders in a focused shared workflow.
Approval Workflow
Route requests to the right approvers and keep each decision in one clear history.
PRD Generator
Turn a rough feature idea into a complete, handoff-ready PRD in minutes.
Feedback Synthesiser
Cluster support tickets, sales calls, and reviews into ranked product themes.
Bug Triage Assistant
AI categorises and prioritises each bug report by severity and notifies the right owner.
Customer Health Dashboard
Track health scores across your portfolio and flag at-risk accounts early.
QBR Generator
Pull account data and draft quarterly business review materials in minutes, not hours.
IT Helpdesk Bot
Answer employee questions from your runbooks and IT docs instantly - without a ticket queue.
Access Request Workflow
Route access requests through the right approvals and keep a clear record of each decision.
Ticket Triage Router
Automatically categorise, prioritise, and route every IT request to the right person.
Access Review
Audit user permissions, flag excess access, and run periodic review cycles automatically.
Unified User View
Pull identity, access, app usage, and HR data into one internal view of every user.
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