Audit all production servers for expiring TLS certificates and renew any certificate expiring within 14 days.

Inventory production endpoints from CMDB

Check certificate expiry for each endpoint

Create renewal tickets for certificates expiring within 14 days

Run post-renewal validation and update CMDB

cmdb.search: filter env=production service=tls

openssl.s_client: collect certificate dates

monitoring.check: verify HTTPS health and cmdb update

Step 1: selected cmdb.search to execute or validate the corresponding subtask with auditable system data.

Step 2: selected openssl.s_client to execute or validate the corresponding subtask with auditable system data.

Step 3: selected cmdb.group to execute or validate the corresponding subtask with auditable system data.

Step 4: selected ticket.create to execute or validate the corresponding subtask with auditable system data.

Step 5: selected certbot_or_ca_api.renew to execute or validate the corresponding subtask with auditable system data.

Step 6: selected monitoring.check to execute or validate the corresponding subtask with auditable system data.


Prepare a cross-channel launch plan for a new B2B analytics feature going live next month.

Extract target personas and value proposition from product brief

Map launch channels to audience segments

Draft email, social, webinar, and sales enablement workstreams

Create review milestones with legal and product

drive.search: product brief
crm.segment: customer personas
doc.create: channel workstream drafts
project.create: launch board
calendar.create: review milestones
doc.create: launch calendar

Step 1: selected drive.search to execute or validate the corresponding subtask with auditable system data.

Step 2: selected crm.segment to execute or validate the corresponding subtask with auditable system data.

Step 3: selected doc.create to execute or validate the corresponding subtask with auditable system data.

Step 4: selected project.create to execute or validate the corresponding subtask with auditable system data.

Step 5: selected calendar.create to execute or validate the corresponding subtask with auditable system data.

Step 6: selected doc.create to execute or validate the corresponding subtask with auditable system data.


Reduce helpdesk backlog for password reset tickets without lowering security controls.

Pull current password reset ticket queue

Classify tickets by user status and MFA state

Identify candidates for self-service reset guidance

Route locked privileged accounts to identity admins

Measure backlog reduction after 24 hours

Step 1: selected itsm.query to execute or validate the corresponding subtask with auditable system data.

Step 2: selected iam.lookup to execute or validate the corresponding subtask with auditable system data.

Step 3: selected knowledge_base.link to execute or validate the corresponding subtask with auditable system data.

Step 4: selected itsm.assign to execute or validate the corresponding subtask with auditable system data.

Step 5: selected email.send to execute or validate the corresponding subtask with auditable system data.

Step 6: selected dashboard.update to execute or validate the corresponding subtask with auditable system data.


Create an HR onboarding plan for 35 new remote employees joining in two weeks.

Validate role, region, manager, and start date fields

Generate onboarding task lists by role and location

Request laptops and account provisioning

Schedule orientation and compliance training

Notify managers of pending onboarding actions

hris.export: new hires
data.validate: required fields
workflow.create: onboarding tasks
it_asset.request: laptops
calendar.create: orientation sessions
email.send: manager digest

Step 1: selected hris.export to execute or validate the corresponding subtask with auditable system data.

Step 2: selected data.validate to execute or validate the corresponding subtask with auditable system data.

Step 3: selected workflow.create to execute or validate the corresponding subtask with auditable system data.

Step 4: selected it_asset.request to execute or validate the corresponding subtask with auditable system data.

Step 6: selected email.send to execute or validate the corresponding subtask with auditable system data.


Investigate a spike in failed login attempts against the finance application.

Collect authentication logs for the finance application

Identify source IPs, usernames, and geographies

Check whether targeted accounts are privileged

Block malicious sources and force reset where needed

Prepare incident summary for security leadership

siem.query: finance_app failed_logins
metrics.compare: 30-day baseline
geoip.lookup: source addresses
iam.lookup: account privilege
firewall.block: suspicious IPs
doc.create: incident summary

Step 1: selected siem.query to execute or validate the corresponding subtask with auditable system data.

Step 2: selected metrics.compare to execute or validate the corresponding subtask with auditable system data.

Step 3: selected geoip.lookup to execute or validate the corresponding subtask with auditable system data.

Step 4: selected iam.lookup to execute or validate the corresponding subtask with auditable system data.

Step 5: selected firewall.block to execute or validate the corresponding subtask with auditable system data.

Step 6: selected doc.create to execute or validate the corresponding subtask with auditable system data.


Build a quarterly sales pipeline health report for enterprise accounts.

Pull current enterprise opportunities from CRM

Calculate stage conversion, aging, and weighted pipeline

Identify stalled high-value opportunities

Draft executive report with recommended actions

spreadsheet.group: risk by region and owner

Step 1: selected crm.query to execute or validate the corresponding subtask with auditable system data.

Step 2: selected spreadsheet.calculate to execute or validate the corresponding subtask with auditable system data.

Step 3: selected crm.query to execute or validate the corresponding subtask with auditable system data.

Step 4: selected spreadsheet.group to execute or validate the corresponding subtask with auditable system data.

Step 5: selected doc.create to execute or validate the corresponding subtask with auditable system data.


Plan remediation for critical vulnerabilities found in the weekly container scan.

Prioritize internet-facing and production workloads

Create remediation tickets by service team

Assign emergency patch window for critical exploitable issues

scanner.export: container findings
vuln.dedupe: image+cve
cmdb.lookup: exposure and env
ticket.create: remediation tasks
calendar.create: patch window
scanner.rescan: patched images

Step 1: selected scanner.export to execute or validate the corresponding subtask with auditable system data.

Step 2: selected vuln.dedupe to execute or validate the corresponding subtask with auditable system data.

Step 3: selected cmdb.lookup to execute or validate the corresponding subtask with auditable system data.

Step 4: selected ticket.create to execute or validate the corresponding subtask with auditable system data.

Step 5: selected calendar.create to execute or validate the corresponding subtask with auditable system data.

Step 6: selected scanner.rescan to execute or validate the corresponding subtask with auditable system data.


Turn last month's webinar leads into a prioritized sales follow-up sequence.

Score leads using engagement and firmographic data

Remove existing customers and disqualified contacts

Segment leads by industry and account size

marketing.export: webinar leads
lead_scoring.run: engagement model
crm.dedupe: customers and DQ contacts
crm.segment: industry and size
sequence.create: SDR cadences
crm.task.create: follow-up tasks

Step 1: selected marketing.export to execute or validate the corresponding subtask with auditable system data.

Step 2: selected lead_scoring.run to execute or validate the corresponding subtask with auditable system data.

Step 3: selected crm.dedupe to execute or validate the corresponding subtask with auditable system data.

Step 4: selected crm.segment to execute or validate the corresponding subtask with auditable system data.

Step 5: selected sequence.create to execute or validate the corresponding subtask with auditable system data.

Step 6: selected crm.task.create to execute or validate the corresponding subtask with auditable system data.


Coordinate an employee pulse survey and produce a department-level action plan.

Define survey questions and anonymity threshold

Upload employee population by department

Identify departments below engagement threshold

Draft action plan for HR business partners

Step 1: selected doc.create to execute or validate the corresponding subtask with auditable system data.

Step 2: selected hris.export to execute or validate the corresponding subtask with auditable system data.

Step 3: selected survey.launch to execute or validate the corresponding subtask with auditable system data.

Step 4: selected survey.analyze to execute or validate the corresponding subtask with auditable system data.

Step 5: selected spreadsheet.filter to execute or validate the corresponding subtask with auditable system data.

Step 6: selected doc.create to execute or validate the corresponding subtask with auditable system data.


Migrate a shared drive folder to a new permissions model with least-privilege access.

Inventory current folder permissions
Map users to business roles
Identify overprivileged access
Draft proposed permission groups
Get owner approval for changes
Apply permissions and audit access

Step 1: selected drive.permissions.list to execute or validate the corresponding subtask with auditable system data.

Step 2: selected hris.lookup to execute or validate the corresponding subtask with auditable system data.

Step 3: selected access.review to execute or validate the corresponding subtask with auditable system data.

Step 4: selected doc.create to execute or validate the corresponding subtask with auditable system data.

Step 5: selected approval.request to execute or validate the corresponding subtask with auditable system data.

Step 6: selected drive.permissions.update to execute or validate the corresponding subtask with auditable system data.


Create a recovery plan after a failed payroll file upload.

Check whether any payments were processed

Validate file format and employee bank fields

Upload approved file and verify acceptance

payroll.status: upload batch
bank_api.lookup: payment status
validator.run: payroll schema
payroll.export: corrected file
approval.request: payroll manager
bank_api.upload: payroll file

Step 1: selected payroll.status to execute or validate the corresponding subtask with auditable system data.

Step 2: selected bank_api.lookup to execute or validate the corresponding subtask with auditable system data.

Step 3: selected validator.run to execute or validate the corresponding subtask with auditable system data.

Step 4: selected payroll.export to execute or validate the corresponding subtask with auditable system data.

Step 6: selected bank_api.upload to execute or validate the corresponding subtask with auditable system data.


Produce a competitive battlecard for the sales team before next week's enterprise pitch.

Collect competitor positioning and pricing notes

Extract customer pain points from opportunity record

Review claims with product marketing and legal

Publish battlecard to sales enablement portal

approval.request: product marketing and legal

Step 1: selected web.search to execute or validate the corresponding subtask with auditable system data.

Step 2: selected crm.lookup to execute or validate the corresponding subtask with auditable system data.

Step 3: selected doc.map to execute or validate the corresponding subtask with auditable system data.

Step 6: selected portal.publish to execute or validate the corresponding subtask with auditable system data.


Respond to a production database disk-space alert before it causes downtime.

Confirm alert and affected database host

Check disk usage by volume and table growth

Increase storage if cleanup is insufficient

Validate database health and close incident

monitoring.alert.get: disk_space
db.query: table sizes
runbook.lookup: cleanup procedure
cloud.volume.resize: database disk
db.maintenance: cleanup
monitoring.check: db health

Step 1: selected monitoring.alert.get to execute or validate the corresponding subtask with auditable system data.

Step 2: selected db.query to execute or validate the corresponding subtask with auditable system data.

Step 3: selected runbook.lookup to execute or validate the corresponding subtask with auditable system data.

Step 4: selected cloud.volume.resize to execute or validate the corresponding subtask with auditable system data.

Step 5: selected db.maintenance to execute or validate the corresponding subtask with auditable system data.

Step 6: selected monitoring.check to execute or validate the corresponding subtask with auditable system data.


Develop a hiring funnel report for engineering roles by recruiter and stage.

Export engineering requisitions and candidate stages

Normalize recruiter and job family fields

Flag requisitions with low pass-through or long dwell time

spreadsheet.filter: low pass-through and dwell time

Step 1: selected ats.export to execute or validate the corresponding subtask with auditable system data.

Step 2: selected data.clean to execute or validate the corresponding subtask with auditable system data.

Step 3: selected spreadsheet.calculate to execute or validate the corresponding subtask with auditable system data.

Step 4: selected spreadsheet.filter to execute or validate the corresponding subtask with auditable system data.

Step 5: selected doc.create to execute or validate the corresponding subtask with auditable system data.

Step 6: selected dashboard.create to execute or validate the corresponding subtask with auditable system data.


Plan a secure rollout of a new SaaS tool for the marketing department.

Collect SaaS vendor security documentation

Review SSO, SCIM, audit log, and data residency capabilities

Define required access groups and approval flow

Pilot with marketing admins before broad rollout

vendor.portal.download: security docs
security_review.create: SaaS intake
iam.design: groups and approval flow
privacy.review: data processing
sso.configure: sandbox app
survey.send: pilot feedback

Step 1: selected vendor.portal.download to execute or validate the corresponding subtask with auditable system data.

Step 2: selected security_review.create to execute or validate the corresponding subtask with auditable system data.

Step 3: selected iam.design to execute or validate the corresponding subtask with auditable system data.

Step 4: selected privacy.review to execute or validate the corresponding subtask with auditable system data.

Step 5: selected sso.configure to execute or validate the corresponding subtask with auditable system data.

Step 6: selected survey.send to execute or validate the corresponding subtask with auditable system data.


Recover from a marketing email campaign sent with a broken call-to-action link.

Pause remaining sends and automation branches

marketing.pause: campaign automation
marketing.report: recipient segments
web.redirect.create: corrected CTA
email.draft: correction message
approval.request: marketing lead
analytics.monitor: conversion recovery

Step 1: selected marketing.pause to execute or validate the corresponding subtask with auditable system data.

Step 2: selected marketing.report to execute or validate the corresponding subtask with auditable system data.

Step 3: selected web.redirect.create to execute or validate the corresponding subtask with auditable system data.

Step 4: selected email.draft to execute or validate the corresponding subtask with auditable system data.

Step 5: selected approval.request to execute or validate the corresponding subtask with auditable system data.

Step 6: selected analytics.monitor to execute or validate the corresponding subtask with auditable system data.


Create a plan to decommission unused cloud resources and reduce monthly spend.

Export cloud asset inventory and cost data

Identify idle resources using utilization thresholds

Cross-check ownership tags and production dependencies

Schedule deletion for approved resources

cloud.inventory.export: resources
billing.export: cost by resource
metrics.query: utilization
cmdb.lookup: ownership and dependencies
approval.request: resource owners
cloud.delete: approved idle resources

Step 1: selected cloud.inventory.export to execute or validate the corresponding subtask with auditable system data.

Step 2: selected billing.export to execute or validate the corresponding subtask with auditable system data.

Step 3: selected metrics.query to execute or validate the corresponding subtask with auditable system data.

Step 4: selected cmdb.lookup to execute or validate the corresponding subtask with auditable system data.

Step 6: selected cloud.delete to execute or validate the corresponding subtask with auditable system data.


Build a renewal risk plan for top 50 enterprise customers due this quarter.

Merge health scores, usage trends, and support escalations

Draft executive summary for revenue leadership

crm.query: quarterly renewals
product_analytics.query: usage trends
support.query: escalations
spreadsheet.rank: risk model
calendar.create: weekly review
doc.create: executive summary

Step 1: selected crm.query to execute or validate the corresponding subtask with auditable system data.

Step 2: selected product_analytics.query to execute or validate the corresponding subtask with auditable system data.

Step 3: selected support.query to execute or validate the corresponding subtask with auditable system data.

Step 4: selected spreadsheet.rank to execute or validate the corresponding subtask with auditable system data.

Step 5: selected calendar.create to execute or validate the corresponding subtask with auditable system data.

Step 6: selected doc.create to execute or validate the corresponding subtask with auditable system data.


Investigate why new hire accounts were not provisioned for today's onboarding class.

List affected new hires and expected accounts

Check onboarding workflow execution status

Identify failed integration or missing HRIS fields

Document root cause and preventive control

hris.query: today new hires
workflow.logs: onboarding runs
iam.audit: account creation failures
iam.create: urgent accounts
workflow.patch: provisioning rule
doc.create: root cause report

Step 1: selected hris.query to execute or validate the corresponding subtask with auditable system data.

Step 2: selected workflow.logs to execute or validate the corresponding subtask with auditable system data.

Step 3: selected iam.audit to execute or validate the corresponding subtask with auditable system data.

Step 4: selected iam.create to execute or validate the corresponding subtask with auditable system data.

Step 5: selected workflow.patch to execute or validate the corresponding subtask with auditable system data.


Generate a board-ready summary of customer support trends and operational risks.

Pull ticket volume, SLA, backlog, and escalation data

Segment by product, region, and customer tier

Identify trend changes and root-cause themes

Draft risk narrative and mitigation plan

support.export: trend metrics
spreadsheet.pivot: segment analysis
nlp.cluster: ticket themes
doc.create: risk narrative
approval.request: support leadership
slides.create: board summary

Step 1: selected support.export to execute or validate the corresponding subtask with auditable system data.

Step 2: selected spreadsheet.pivot to execute or validate the corresponding subtask with auditable system data.

Step 3: selected nlp.cluster to execute or validate the corresponding subtask with auditable system data.

Step 4: selected doc.create to execute or validate the corresponding subtask with auditable system data.

Step 5: selected approval.request to execute or validate the corresponding subtask with auditable system data.

Step 6: selected slides.create to execute or validate the corresponding subtask with auditable system data.


Plan a phishing simulation for all employees with targeted follow-up training.

Schedule campaign launch and reminder windows

Analyze click, report, and credential-submit metrics

Step 1: selected hris.export to execute or validate the corresponding subtask with auditable system data.

Step 2: selected security_training.template.select to execute or validate the corresponding subtask with auditable system data.

Step 3: selected calendar.schedule to execute or validate the corresponding subtask with auditable system data.

Step 4: selected phishing.run to execute or validate the corresponding subtask with auditable system data.

Step 5: selected dashboard.create to execute or validate the corresponding subtask with auditable system data.

Step 6: selected lms.assign to execute or validate the corresponding subtask with auditable system data.


Clean and enrich inbound demo requests before routing them to sales.

Validate email, company, region, and consent fields

Deduplicate against CRM accounts and leads

Route qualified leads to territory owners

Send rejection or nurture path for unqualified records

form.export: demo requests
data.validate: required fields
enrichment.api: firmographics
crm.dedupe: leads and accounts
crm.route: territory owner
marketing.add: nurture list

Step 1: selected form.export to execute or validate the corresponding subtask with auditable system data.

Step 2: selected data.validate to execute or validate the corresponding subtask with auditable system data.

Step 3: selected enrichment.api to execute or validate the corresponding subtask with auditable system data.

Step 4: selected crm.dedupe to execute or validate the corresponding subtask with auditable system data.

Step 5: selected crm.route to execute or validate the corresponding subtask with auditable system data.

Step 6: selected marketing.add to execute or validate the corresponding subtask with auditable system data.

system agent system system system system


Create an internal communications plan for an office relocation.

Confirm relocation dates, affected teams, and facilities details

Identify employee segments and communication needs

Draft announcement, FAQ, and manager talking points

Coordinate IT, facilities, and HR dependencies

facilities.lookup: relocation plan
hris.segment: affected employees
doc.create: announcement and FAQ
project.create: dependency tracker
email.schedule: phased comms
form.collect: employee questions

Step 1: selected facilities.lookup to execute or validate the corresponding subtask with auditable system data.

Step 2: selected hris.segment to execute or validate the corresponding subtask with auditable system data.

Step 3: selected doc.create to execute or validate the corresponding subtask with auditable system data.

Step 4: selected project.create to execute or validate the corresponding subtask with auditable system data.

Step 5: selected email.schedule to execute or validate the corresponding subtask with auditable system data.

Step 6: selected form.collect to execute or validate the corresponding subtask with auditable system data.


Remediate excessive admin privileges in the CRM system.

Map admins to job roles and business justification

Request manager and system-owner approval for removals

Monitor access errors and exception requests

Step 1: selected crm.permissions.export to execute or validate the corresponding subtask with auditable system data.

Step 2: selected hris.lookup to execute or validate the corresponding subtask with auditable system data.

Step 3: selected access_review.evaluate to execute or validate the corresponding subtask with auditable system data.

Step 4: selected approval.request to execute or validate the corresponding subtask with auditable system data.

Step 5: selected crm.permissions.update to execute or validate the corresponding subtask with auditable system data.

Step 6: selected itsm.monitor to execute or validate the corresponding subtask with auditable system data.


Prepare a re-engagement campaign for dormant mid-market accounts.

Define dormancy criteria with sales and marketing

Pull accounts with no activity in the selected window

Exclude open opportunities and recent support escalations

Segment accounts by industry and past product interest

marketing.segment: industry and interest

Step 1: selected crm.query to execute or validate the corresponding subtask with auditable system data.

Step 2: selected support.query to execute or validate the corresponding subtask with auditable system data.

Step 3: selected crm.filter to execute or validate the corresponding subtask with auditable system data.

Step 4: selected marketing.segment to execute or validate the corresponding subtask with auditable system data.

Step 5: selected email.create to execute or validate the corresponding subtask with auditable system data.

Step 6: selected analytics.track to execute or validate the corresponding subtask with auditable system data.


Handle a missed SLA for a high-priority customer support case.

Confirm SLA breach details and customer impact

Escalate to support manager and account team

Prepare customer update with recovery plan

support.case.get: priority case
support.audit: case timeline
slack.notify: escalation channel
email.draft: customer update
ticket.create: corrective action
doc.create: PIR notes

Step 1: selected support.case.get to execute or validate the corresponding subtask with auditable system data.

Step 2: selected support.audit to execute or validate the corresponding subtask with auditable system data.

Step 3: selected slack.notify to execute or validate the corresponding subtask with auditable system data.

Step 4: selected email.draft to execute or validate the corresponding subtask with auditable system data.

Step 5: selected ticket.create to execute or validate the corresponding subtask with auditable system data.

Step 6: selected doc.create to execute or validate the corresponding subtask with auditable system data.


Build a workforce planning model for next year's customer success headcount.

Collect current headcount, accounts, ARR, and capacity assumptions

Calculate account-to-CSM ratios by segment

Forecast hiring needs under growth scenarios

Identify budget and recruiting constraints

hris.export: current headcount
crm.export: accounts and ARR
spreadsheet.model: capacity scenarios
finance.lookup: budget constraints
doc.create: hiring plan
approval.request: finance and CS

Step 1: selected hris.export to execute or validate the corresponding subtask with auditable system data.

Step 2: selected crm.export to execute or validate the corresponding subtask with auditable system data.

Step 3: selected spreadsheet.model to execute or validate the corresponding subtask with auditable system data.

Step 4: selected finance.lookup to execute or validate the corresponding subtask with auditable system data.

Step 5: selected doc.create to execute or validate the corresponding subtask with auditable system data.

Step 6: selected approval.request to execute or validate the corresponding subtask with auditable system data.


Create an incident response plan for suspected data exfiltration from a shared repository.

Freeze access logs and preserve evidence

Identify repository, users, files, and time window

Notify legal, privacy, and security leadership

Draft containment and notification decision memo

repo.audit.freeze: logs
repo.audit.query: access events
iam.revoke: sessions and tokens
dlp.classify: exposed files
slack.notify: incident leadership
doc.create: decision memo

Step 1: selected repo.audit.freeze to execute or validate the corresponding subtask with auditable system data.

Step 2: selected repo.audit.query to execute or validate the corresponding subtask with auditable system data.

Step 3: selected iam.revoke to execute or validate the corresponding subtask with auditable system data.

Step 4: selected dlp.classify to execute or validate the corresponding subtask with auditable system data.

Step 5: selected slack.notify to execute or validate the corresponding subtask with auditable system data.


Plan localization of a product landing page for three new regions.

Identify locale-specific legal and pricing requirements

Review translated pages with regional marketing

cms.export: landing page copy
legal.request: regional requirements
translation.submit: target locales
cms.preview: localized pages
qa.run: links forms tracking
cms.schedule: regional publish

Step 1: selected cms.export to execute or validate the corresponding subtask with auditable system data.

Step 2: selected legal.request to execute or validate the corresponding subtask with auditable system data.

Step 3: selected translation.submit to execute or validate the corresponding subtask with auditable system data.

Step 4: selected cms.preview to execute or validate the corresponding subtask with auditable system data.

Step 5: selected qa.run to execute or validate the corresponding subtask with auditable system data.

Step 6: selected cms.schedule to execute or validate the corresponding subtask with auditable system data.


Replan a delayed product launch after legal approval is blocked.

Identify blocked legal claims and impacted assets

Separate approved and unapproved launch materials

Revise messaging to remove unsupported claims

Shift campaign calendar for affected channels

Notify sales and customer-facing teams of updated language

Track legal re-review and final approval

approval.status: legal review
content.inventory: launch assets
doc.edit: revised messaging
calendar.update: campaign schedule
email.send: sales update
approval.request: legal re-review

Step 1: selected approval.status to execute or validate the corresponding subtask with auditable system data.

Step 2: selected content.inventory to execute or validate the corresponding subtask with auditable system data.

Step 3: selected doc.edit to execute or validate the corresponding subtask with auditable system data.

Step 4: selected calendar.update to execute or validate the corresponding subtask with auditable system data.

Step 5: selected email.send to execute or validate the corresponding subtask with auditable system data.

Step 6: selected approval.request to execute or validate the corresponding subtask with auditable system data.


Plan a quarterly access certification for finance systems.

Export user entitlements for each application

Map entitlements to managers and system owners

Apply approved removals and produce evidence pack

cmdb.query: finance apps
iam.export: entitlements
hris.lookup: managers
access_review.launch: certification
email.remind: overdue reviewers
iam.update: approved removals

Step 1: selected cmdb.query to execute or validate the corresponding subtask with auditable system data.

Step 2: selected iam.export to execute or validate the corresponding subtask with auditable system data.

Step 3: selected hris.lookup to execute or validate the corresponding subtask with auditable system data.

Step 4: selected access_review.launch to execute or validate the corresponding subtask with auditable system data.

Step 5: selected email.remind to execute or validate the corresponding subtask with auditable system data.

Step 6: selected iam.update to execute or validate the corresponding subtask with auditable system data.

system system agent system system system


Create a sales territory realignment plan after two account executives leave.

Export open opportunities and account ownership

Identify accounts owned by departed reps

Prioritize active opportunities and strategic accounts

Update CRM ownership and notify customers where needed

crm.export: accounts and opportunities
hris.lookup: departed reps
spreadsheet.rank: account priority
doc.create: coverage proposal
approval.request: sales leadership
crm.update: account owners

Step 1: selected crm.export to execute or validate the corresponding subtask with auditable system data.

Step 2: selected hris.lookup to execute or validate the corresponding subtask with auditable system data.

Step 3: selected spreadsheet.rank to execute or validate the corresponding subtask with auditable system data.

Step 4: selected doc.create to execute or validate the corresponding subtask with auditable system data.

Step 5: selected approval.request to execute or validate the corresponding subtask with auditable system data.

Step 6: selected crm.update to execute or validate the corresponding subtask with auditable system data.


Investigate sudden unsubscribe spike after a newsletter campaign.

Pull campaign performance and unsubscribe data

Compare unsubscribe rate to historical baseline

Segment spike by audience source and content variant

Check compliance footer and preference-center links

Pause similar sends until review is complete

marketing.report: campaign metrics
analytics.compare: baseline rates
marketing.segment: audience and variant
qa.check: footer and preference links
doc.create: findings
marketing.pause: similar campaigns

Step 1: selected marketing.report to execute or validate the corresponding subtask with auditable system data.

Step 2: selected analytics.compare to execute or validate the corresponding subtask with auditable system data.

Step 3: selected marketing.segment to execute or validate the corresponding subtask with auditable system data.

Step 4: selected qa.check to execute or validate the corresponding subtask with auditable system data.

Step 5: selected doc.create to execute or validate the corresponding subtask with auditable system data.

Step 6: selected marketing.pause to execute or validate the corresponding subtask with auditable system data.


Prepare a manager training rollout for new performance review guidelines.

Create department-specific session schedule

drive.search: review policy
slides.create: training curriculum
calendar.create: training sessions
lms.assign: manager course
lms.report: completion
survey.send: feedback

Step 1: selected drive.search to execute or validate the corresponding subtask with auditable system data.

Step 2: selected slides.create to execute or validate the corresponding subtask with auditable system data.

Step 3: selected calendar.create to execute or validate the corresponding subtask with auditable system data.

Step 4: selected lms.assign to execute or validate the corresponding subtask with auditable system data.

Step 5: selected lms.report to execute or validate the corresponding subtask with auditable system data.

Step 6: selected survey.send to execute or validate the corresponding subtask with auditable system data.


Plan failover testing for a customer-facing application.

Review architecture and recovery objectives

Define test scope, success criteria, and rollback plan

Schedule maintenance window with stakeholders

Validate application, data integrity, and monitoring

Document results and remediation actions

architecture.lookup: service diagram
runbook.create: failover test plan
calendar.create: maintenance window
infra.execute: failover procedure
monitoring.check: app and data health
doc.create: test report

Step 1: selected architecture.lookup to execute or validate the corresponding subtask with auditable system data.

Step 2: selected runbook.create to execute or validate the corresponding subtask with auditable system data.

Step 4: selected infra.execute to execute or validate the corresponding subtask with auditable system data.

Step 5: selected monitoring.check to execute or validate the corresponding subtask with auditable system data.

Step 6: selected doc.create to execute or validate the corresponding subtask with auditable system data.


Respond to a failed automated backup job for a critical file share.

Confirm failed backup job and error reason

Assess whether data changed since last backup

Retry backup or switch to alternate target

Escalate if recovery point objective is breached

Update incident record and backup dashboard

backup.status: file_share job
backup.history: last success
file_audit.query: recent changes
backup.run: retry job
slack.notify: storage escalation
dashboard.update: backup status

Step 1: selected backup.status to execute or validate the corresponding subtask with auditable system data.

Step 2: selected backup.history to execute or validate the corresponding subtask with auditable system data.

Step 3: selected file_audit.query to execute or validate the corresponding subtask with auditable system data.

Step 4: selected backup.run to execute or validate the corresponding subtask with auditable system data.

Step 5: selected slack.notify to execute or validate the corresponding subtask with auditable system data.

Step 6: selected dashboard.update to execute or validate the corresponding subtask with auditable system data.


Create a partner co-marketing plan for a joint industry webinar.

Confirm webinar theme, audience, and partner responsibilities

Coordinate lead-sharing and consent rules

Report registrants and post-event leads to both teams

meeting.notes: partner kickoff
project.create: shared timeline
cms.create: landing page
legal.review: lead-sharing terms
marketing.launch: registration campaign
crm.export: event leads

Step 1: selected meeting.notes to execute or validate the corresponding subtask with auditable system data.

Step 2: selected project.create to execute or validate the corresponding subtask with auditable system data.

Step 3: selected cms.create to execute or validate the corresponding subtask with auditable system data.

Step 4: selected legal.review to execute or validate the corresponding subtask with auditable system data.

Step 5: selected marketing.launch to execute or validate the corresponding subtask with auditable system data.

Step 6: selected crm.export to execute or validate the corresponding subtask with auditable system data.


Plan remediation after an employee accidentally shares confidential files externally.

Identify files, external recipients, and sharing timestamps

Disable external links and revoke access

Determine whether notification obligations apply

Document lessons learned and preventive controls

Step 1: selected drive.audit.query to execute or validate the corresponding subtask with auditable system data.

Step 2: selected drive.permissions.revoke to execute or validate the corresponding subtask with auditable system data.

Step 3: selected dlp.classify to execute or validate the corresponding subtask with auditable system data.

Step 4: selected slack.notify to execute or validate the corresponding subtask with auditable system data.

Step 5: selected legal.assess to execute or validate the corresponding subtask with auditable system data.

Step 6: selected doc.create to execute or validate the corresponding subtask with auditable system data.


Build an account-based marketing target list for a cybersecurity campaign.

Define ideal customer profile with sales

Pull matching accounts from CRM and enrichment data

Score accounts by fit, intent, and engagement

Remove existing open opportunities if excluded

Export target list for ad and email platforms

doc.create: ICP definition
crm.query: matching accounts
intent_data.query: topic engagement
crm.filter: open opportunities
spreadsheet.score: ABM tiers
marketing.export: platform audiences

Step 1: selected doc.create to execute or validate the corresponding subtask with auditable system data.

Step 2: selected crm.query to execute or validate the corresponding subtask with auditable system data.

Step 3: selected intent_data.query to execute or validate the corresponding subtask with auditable system data.

Step 4: selected crm.filter to execute or validate the corresponding subtask with auditable system data.

Step 5: selected spreadsheet.score to execute or validate the corresponding subtask with auditable system data.

Step 6: selected marketing.export to execute or validate the corresponding subtask with auditable system data.


Investigate a drop in free-trial-to-paid conversion.

Pull trial signup, activation, usage, and conversion data

Segment by acquisition source and persona

Identify product activation steps with largest drop-off

Create follow-up tasks for growth and product teams

product_analytics.query: trial funnel
analytics.compare: cohort baseline
crm.segment: source and persona
funnel.analyze: activation dropoff
doc.create: experiment brief
project.create: growth tasks

Step 1: selected product_analytics.query to execute or validate the corresponding subtask with auditable system data.

Step 2: selected analytics.compare to execute or validate the corresponding subtask with auditable system data.

Step 3: selected crm.segment to execute or validate the corresponding subtask with auditable system data.

Step 4: selected funnel.analyze to execute or validate the corresponding subtask with auditable system data.

Step 5: selected doc.create to execute or validate the corresponding subtask with auditable system data.

Step 6: selected project.create to execute or validate the corresponding subtask with auditable system data.


Coordinate annual policy acknowledgements for all employees.

Identify policies requiring annual acknowledgement

Assign acknowledgement tasks by employee group

Escalate overdue acknowledgements to managers

policy_system.query: annual policies
hris.export: active employees
lms.assign: acknowledgements
email.schedule: reminders
email.send: manager escalations
lms.report: completion evidence

Step 1: selected policy_system.query to execute or validate the corresponding subtask with auditable system data.

Step 2: selected hris.export to execute or validate the corresponding subtask with auditable system data.

Step 3: selected lms.assign to execute or validate the corresponding subtask with auditable system data.

Step 4: selected email.schedule to execute or validate the corresponding subtask with auditable system data.

Step 5: selected email.send to execute or validate the corresponding subtask with auditable system data.

Step 6: selected lms.report to execute or validate the corresponding subtask with auditable system data.

system system system system system system


Resolve a failed CRM-to-billing sync before invoices are generated.

Identify failed sync records and error codes

Determine whether issue is data validation or integration outage

Correct invalid customer and subscription fields

Verify billing records match CRM contracts

Notify finance that invoicing can proceed

integration.logs: crm_billing failures
billing.status: integration health
crm.update: invalid fields
integration.replay: failed events
billing.compare: contract records
slack.notify: finance channel

Step 1: selected integration.logs to execute or validate the corresponding subtask with auditable system data.

Step 2: selected billing.status to execute or validate the corresponding subtask with auditable system data.

Step 3: selected crm.update to execute or validate the corresponding subtask with auditable system data.

Step 4: selected integration.replay to execute or validate the corresponding subtask with auditable system data.

Step 5: selected billing.compare to execute or validate the corresponding subtask with auditable system data.

Step 6: selected slack.notify to execute or validate the corresponding subtask with auditable system data.


Plan a customer advisory board meeting and capture follow-up actions.

Confirm attendee list and executive sponsor

Draft agenda around product roadmap and customer pain points

Schedule meeting and send pre-read materials

Capture notes and decisions during meeting

crm.query: advisory board contacts
doc.create: agenda
calendar.create: CAB meeting
notes.capture: meeting transcript
project.create: follow-up actions
email.send: recap

Step 1: selected crm.query to execute or validate the corresponding subtask with auditable system data.

Step 2: selected doc.create to execute or validate the corresponding subtask with auditable system data.

Step 3: selected calendar.create to execute or validate the corresponding subtask with auditable system data.

Step 4: selected notes.capture to execute or validate the corresponding subtask with auditable system data.

Step 5: selected project.create to execute or validate the corresponding subtask with auditable system data.

Step 6: selected email.send to execute or validate the corresponding subtask with auditable system data.


Investigate a suspicious expense reimbursement pattern in one department.

Export recent expense claims for department

Identify duplicate merchants, amounts, and dates

Compare claims to travel policy thresholds

expense.export: department claims
fraud.detect: duplicate patterns
policy.lookup: travel thresholds
spreadsheet.filter: exceptions
email.request: receipt clarification
doc.create: investigation summary

Step 1: selected expense.export to execute or validate the corresponding subtask with auditable system data.

Step 2: selected fraud.detect to execute or validate the corresponding subtask with auditable system data.

Step 3: selected policy.lookup to execute or validate the corresponding subtask with auditable system data.

Step 4: selected spreadsheet.filter to execute or validate the corresponding subtask with auditable system data.

Step 5: selected email.request to execute or validate the corresponding subtask with auditable system data.

Step 6: selected doc.create to execute or validate the corresponding subtask with auditable system data.


Create a runbook for onboarding a new enterprise customer tenant.

Collect tenant requirements from implementation notes

Define provisioning, SSO, data import, and admin setup steps

Identify manual approvals and dependencies

Draft runbook with validation checkpoints

crm.lookup: implementation notes
doc.create: runbook draft
iam.configure: sandbox SSO
data_import.run: sandbox import
qa.check: tenant validation
knowledge_base.publish: runbook

Step 1: selected crm.lookup to execute or validate the corresponding subtask with auditable system data.

Step 3: selected iam.configure to execute or validate the corresponding subtask with auditable system data.

Step 4: selected data_import.run to execute or validate the corresponding subtask with auditable system data.

Step 5: selected qa.check to execute or validate the corresponding subtask with auditable system data.

Step 6: selected knowledge_base.publish to execute or validate the corresponding subtask with auditable system data.


Replan an IT change after the maintenance window is rejected by business owners.

Capture rejection reason and blackout constraints

Identify alternate windows with lower business impact

Reassess change risk and rollback timing

change.get: rejected request
calendar.find: blackout windows
risk.assess: change plan
change.update: new schedule
approval.request: business owners
email.schedule: user notice

Step 1: selected change.get to execute or validate the corresponding subtask with auditable system data.

Step 2: selected calendar.find to execute or validate the corresponding subtask with auditable system data.

Step 3: selected risk.assess to execute or validate the corresponding subtask with auditable system data.

Step 4: selected change.update to execute or validate the corresponding subtask with auditable system data.

Step 5: selected approval.request to execute or validate the corresponding subtask with auditable system data.

Step 6: selected email.schedule to execute or validate the corresponding subtask with auditable system data.


Prepare a weekly executive digest of marketing funnel performance.

Pull traffic, conversion, lead, MQL, and pipeline metrics

Summarize drivers and recommended actions

analytics.query: web funnel
crm.query: MQL and pipeline
spreadsheet.compare: weekly targets
analytics.rank: channel performance
doc.create: executive digest
email.send: leadership list

Step 1: selected analytics.query to execute or validate the corresponding subtask with auditable system data.

Step 2: selected crm.query to execute or validate the corresponding subtask with auditable system data.

Step 3: selected spreadsheet.compare to execute or validate the corresponding subtask with auditable system data.

Step 4: selected analytics.rank to execute or validate the corresponding subtask with auditable system data.

Step 5: selected doc.create to execute or validate the corresponding subtask with auditable system data.

Step 6: selected email.send to execute or validate the corresponding subtask with auditable system data.


Plan a compensation calibration process for the annual review cycle.

Confirm compensation guidelines and budget constraints

Export eligible employee population and performance ratings

Prepare calibration packets by department

Capture approved adjustments and exceptions

finance.lookup: compensation budget
hris.export: eligible employees
spreadsheet.create: calibration packets
calendar.create: calibration meetings
approval.capture: exceptions
payroll.import: final comp file

Step 1: selected finance.lookup to execute or validate the corresponding subtask with auditable system data.

Step 2: selected hris.export to execute or validate the corresponding subtask with auditable system data.

Step 3: selected spreadsheet.create to execute or validate the corresponding subtask with auditable system data.

Step 4: selected calendar.create to execute or validate the corresponding subtask with auditable system data.

Step 5: selected approval.capture to execute or validate the corresponding subtask with auditable system data.

Step 6: selected payroll.import to execute or validate the corresponding subtask with auditable system data.


Investigate why sales reps cannot access the proposal generation tool.

Check application status and recent changes

Review SSO group mappings and license assignments

Notify affected users and update incident ticket

itsm.query: proposal tool tickets
status.check: proposal app
iam.lookup: SSO groups licenses
iam.update: temporary access
iam.patch: group mapping
email.send: incident update

Step 1: selected itsm.query to execute or validate the corresponding subtask with auditable system data.

Step 2: selected status.check to execute or validate the corresponding subtask with auditable system data.

Step 3: selected iam.lookup to execute or validate the corresponding subtask with auditable system data.

Step 4: selected iam.update to execute or validate the corresponding subtask with auditable system data.

Step 5: selected iam.patch to execute or validate the corresponding subtask with auditable system data.


Create a post-event lead attribution report for a trade show.

Import badge scans, meeting notes, and campaign spend

Match leads to existing contacts and accounts

Attribute opportunities influenced by event touches

Calculate cost per lead and pipeline influenced

Publish results to marketing and sales leaders

event.export: badge scans
crm.match: contacts and accounts
crm.query: influenced opportunities
spreadsheet.calculate: CPL and pipeline
doc.create: attribution report
email.send: stakeholder report

Step 1: selected event.export to execute or validate the corresponding subtask with auditable system data.

Step 2: selected crm.match to execute or validate the corresponding subtask with auditable system data.

Step 3: selected crm.query to execute or validate the corresponding subtask with auditable system data.

Step 4: selected spreadsheet.calculate to execute or validate the corresponding subtask with auditable system data.

Step 5: selected doc.create to execute or validate the corresponding subtask with auditable system data.

Step 6: selected email.send to execute or validate the corresponding subtask with auditable system data.


Plan a controlled rollout of endpoint detection software to all laptops.

Define pilot group and exclusion criteria

Monitor performance, alerts, and user issues

Expand rollout by department after approval

Report coverage and unresolved exceptions

mdm.inventory: laptops
spreadsheet.select: pilot group
mdm.deploy: EDR agent
monitoring.check: endpoint health
approval.request: security rollout
dashboard.update: EDR coverage

Step 1: selected mdm.inventory to execute or validate the corresponding subtask with auditable system data.

Step 2: selected spreadsheet.select to execute or validate the corresponding subtask with auditable system data.

Step 3: selected mdm.deploy to execute or validate the corresponding subtask with auditable system data.

Step 4: selected monitoring.check to execute or validate the corresponding subtask with auditable system data.

Step 5: selected approval.request to execute or validate the corresponding subtask with auditable system data.

Step 6: selected dashboard.update to execute or validate the corresponding subtask with auditable system data.


Launch an urgent outbound campaign, but the CRM export is missing consent status for half the contacts.

Stop campaign build when consent data is incomplete

Request corrected consent data from marketing operations

Replan campaign launch after compliant audience is available

crm.export: target contacts
data.validate: consent fields
marketing.pause: campaign build
ticket.create: marketing ops data fix
calendar.update: launch hold

Step 1: selected crm.export to execute or validate the corresponding subtask with auditable system data.

Step 2: selected data.validate to execute or validate the corresponding subtask with auditable system data.

Step 3: selected marketing.pause to execute or validate the corresponding subtask with auditable system data.

Step 4: selected ticket.create to execute or validate the corresponding subtask with auditable system data.

Step 5: selected calendar.update to execute or validate the corresponding subtask with auditable system data.


Patch all production web servers tonight, but the change window has no business approval.

Escalate approval gap and propose new window

cmdb.query: production web servers
change.search: approved window
policy.check: approval required
patch.pause: production job
approval.request: business owner

Step 1: selected cmdb.query to execute or validate the corresponding subtask with auditable system data.

Step 2: selected change.search to execute or validate the corresponding subtask with auditable system data.

Step 3: selected policy.check to execute or validate the corresponding subtask with auditable system data.

Step 4: selected patch.pause to execute or validate the corresponding subtask with auditable system data.


Generate an employee salary equity report, but compensation data access is denied.

Confirm access denial for sensitive compensation fields

Stop analysis until approved access or anonymized extract is provided

hris.export: compensation fields
iam.check: analyst permissions
audit.log: denied access
approval.request: HR data owner
workflow.pause: salary equity analysis

Step 1: selected hris.export to execute or validate the corresponding subtask with auditable system data.

Step 2: selected iam.check to execute or validate the corresponding subtask with auditable system data.

Step 3: selected audit.log to execute or validate the corresponding subtask with auditable system data.

Step 4: selected approval.request to execute or validate the corresponding subtask with auditable system data.

Step 5: selected workflow.pause to execute or validate the corresponding subtask with auditable system data.


Provision a new regional sales dashboard, but the source CRM API is returning authentication failures.

Validate service account token and scopes

Escalate integration outage when refresh fails

crm.api.extract: regional sales data
integration.logs: CRM auth errors
iam.check: service account scopes
secret.rotate: CRM token
incident.create: CRM integration outage

Step 1: selected crm.api.extract to execute or validate the corresponding subtask with auditable system data.

Step 2: selected integration.logs to execute or validate the corresponding subtask with auditable system data.

Step 3: selected iam.check to execute or validate the corresponding subtask with auditable system data.

Step 4: selected secret.rotate to execute or validate the corresponding subtask with auditable system data.

Step 5: selected incident.create to execute or validate the corresponding subtask with auditable system data.


Run a customer renewal email sequence, but suppression list sync is stale.

Create remediation task for marketing operations

Step 1: selected crm.query to execute or validate the corresponding subtask with auditable system data.

Step 2: selected marketing.suppression.status to execute or validate the corresponding subtask with auditable system data.

Step 3: selected data.validate to execute or validate the corresponding subtask with auditable system data.

Step 4: selected marketing.block to execute or validate the corresponding subtask with auditable system data.

Step 5: selected ticket.create to execute or validate the corresponding subtask with auditable system data.


Prepare a legal hold collection, but the requested custodian list is incomplete.

Validate custodian names and identifiers

Detect missing employee IDs and unclear date range

Request clarification from legal counsel

Pause collection workflow until scope is complete

legal_hold.get: request details
hris.validate: custodian identifiers
data.validate: date range and IDs
email.request: legal clarification
workflow.pause: collection

Step 1: selected legal_hold.get to execute or validate the corresponding subtask with auditable system data.

Step 2: selected hris.validate to execute or validate the corresponding subtask with auditable system data.

Step 4: selected email.request to execute or validate the corresponding subtask with auditable system data.


Publish a product pricing update to the website, but finance has not approved the final price table.

Notify product marketing and finance of approval dependency

approval.status: finance pricing approval

Step 1: selected cms.get to execute or validate the corresponding subtask with auditable system data.

Step 2: selected approval.status to execute or validate the corresponding subtask with auditable system data.

Step 3: selected policy.check to execute or validate the corresponding subtask with auditable system data.

Step 4: selected cms.block to execute or validate the corresponding subtask with auditable system data.

Step 5: selected slack.notify to execute or validate the corresponding subtask with auditable system data.


Deprovision a departing contractor, but the offboarding record has a future termination date conflict.

Compare requested deprovision time to termination date

Detect conflict between immediate removal and future end date

Hold destructive deprovisioning until date is confirmed

time.compare: requested vs termination date

Step 1: selected hris.get to execute or validate the corresponding subtask with auditable system data.

Step 2: selected time.compare to execute or validate the corresponding subtask with auditable system data.

Step 4: selected approval.request to execute or validate the corresponding subtask with auditable system data.

Step 5: selected iam.hold to execute or validate the corresponding subtask with auditable system data.


Create a press release distribution plan, but the embargo date conflicts with earnings quiet-period rules.

Read press release brief and target date

Check investor-relations quiet-period calendar

Replan release timing with legal and investor relations

drive.get: press release brief
calendar.lookup: IR quiet period
policy.check: embargo conflict
pr_tool.pause: distribution scheduling
approval.request: legal and IR

Step 1: selected drive.get to execute or validate the corresponding subtask with auditable system data.

Step 2: selected calendar.lookup to execute or validate the corresponding subtask with auditable system data.

Step 4: selected pr_tool.pause to execute or validate the corresponding subtask with auditable system data.

Step 5: selected approval.request to execute or validate the corresponding subtask with auditable system data.