diff --git a/apps/docs/docs/introduction/use-cases.mdx b/apps/docs/docs/introduction/use-cases.mdx index c2c91372..f9cedcf4 100644 --- a/apps/docs/docs/introduction/use-cases.mdx +++ b/apps/docs/docs/introduction/use-cases.mdx @@ -58,58 +58,67 @@ Automate more tasks by exposing customized actions to No-code platforms. Actions End-users can effortlessly interact with and combine multiple tools, without needing to understand their underlying mechanics or switch platforms. While there is many possibilities, we've curated a selection of use-cases that have inspired the development of Connery. +Mind the 'Client-type': many use cases apply to AI agents and chatbots. Thus, the according client type is chat-based, e.g. Slack, MS-Teams, Discord or even Notion. Connery also supports No-code client-types, e.g. Make (former Integromat) or Zapier. + ### HR-Related -| Use-Case | Tools Involved | Description | Benefits | -| ------------------------------------------------------------------- | ------------------------------------------------------- | ------------------------------------------------------------------------------------------------ | ----------------------------------------------------------- | -| Log HR absence, vacation or attendance and approvals via Slack | [Slack](/docs/native-clients/slack), MS-Teams, Personio | Employee logs vacation or sick leave via Slack/MS-Teams, triggering absence logging in Personio. | Saves time, reduces friction, and likely improves accuracy. | -| Accounting service to remind employees of missing expense receipts | [Slack](/docs/native-clients/slack), MS-Teams, Email | Expense bot checks for missing filings and reminds employees via Slack/MS-Teams/Email. | Saves time and stress for accounting staff. | -| Learning and development chatbot with LinkedIn learning integration | LinkedIn Learning | Bot recommends LinkedIn Learning courses based on career goals. | Personalizes learning and development for employees. | +| Use-Case | Connectors | Client-type | Description | Benefits | +| ------------------------------------------------------------------- | ------------------- | ----------- | ------------------------------------------------------------------------------------------------ | ----------------------------------------------------------- | +| Log HR absence, vacation or attendance and approvals via Slack | Personio, Workday | Chat-based | Employee logs vacation or sick leave via Slack/MS-Teams, triggering absence logging in Personio. | Saves time, reduces friction, and likely improves accuracy. | +| Accounting service to remind employees of missing expense receipts | Spendesk, Expensify | Chat-based | Expense bot checks for missing filings and reminds employees via Slack/MS-Teams/Email. | Saves time and stress for accounting staff. | +| Learning and development chatbot with LinkedIn learning integration | LinkedIn Learning | Chat-based | Bot recommends LinkedIn Learning courses based on career goals. | Personalizes learning and development for employees. | ### Sales and Customer Support -| Use-Case | Tools Involved | Description | Benefits | -| ------------------------------------------------------------- | -------------------------------------------------------- | --------------------------------------------------------------------------- | ---------------------------------------------------------------- | -| Sales or customer support chatbot with Salesforce integration | Salesforce, Hubspot, Pipedrive | Chatbot pulls up customer records from Salesforce during a support request. | Quickens resolution times by providing necessary info to agents. | -| Sales Management with CRM | Salesforce, Hubspot, Pipedrive | Bot updates CRM records based on sales activities. | Keeps CRM updated, aiding in sales tracking and forecasting. | -| Sales chatbot with Gmail and CRM integration | [Gmail](https://github.com/connery-io/gmail), Salesforce | Sales bot sends follow-up emails via Gmail and logs them in CRM. | Automates follow-up and keeps CRM up-to-date. | -| IT-support chatbot with Zendesk integration | Zendesk | IT-support bot creates Zendesk tickets based on chat-reported issues. | Logs and tracks IT issues efficiently. | +| Use-Case | Connectors | Client-type | Description | Benefits | +| ------------------------------------------------------------- | -------------------------------------------------------- | ----------- | --------------------------------------------------------------------------- | ---------------------------------------------------------------- | +| Sales or customer support chatbot with Salesforce integration | Salesforce, Hubspot, Pipedrive | Chat-based | Chatbot pulls up customer records from Salesforce during a support request. | Quickens resolution times by providing necessary info to agents. | +| Sales Management with CRM | Salesforce, Hubspot, Pipedrive | Chat-based | Bot updates CRM records based on sales activities. | Keeps CRM updated, aiding in sales tracking and forecasting. | +| Sales chatbot with Gmail and CRM integration | [Gmail](https://github.com/connery-io/gmail), Salesforce | Chat-based | Sales bot sends follow-up emails via Gmail and logs them in CRM. | Automates follow-up and keeps CRM up-to-date. | + +### IT support + +| Use-Case | Connectors | Client-type | Description | Benefits | +| ---------------------------------------------- | ------------------ | ----------- | ------------------------------------------------------------------------------------------- | --------------------------------------------------------- | +| Smart scaling automation for AWS resources | Google Sheets, AWS | No-code | Automation scenario for smart scaling based on input from other services via Google Sheets. | Simplifies registration and enhances attendee experience. | +| Scheduled scaling automation for AWS resources | Google Sheets, AWS | No-code | Automation scenario for scheduled scaling based on the time of the day and day of the week. | Simplifies registration and enhances attendee experience. | +| Manual AWs resources scaling via chatbot | Google Sheets, AWS | Chat-based | Non-IT personnel can manually scale resources using natural language. | Simplifies registration and enhances attendee experience. | +| IT-support chatbot with Zendesk integration | Zendesk | Chat-based | IT-support bot creates Zendesk tickets based on chat-reported issues. | Logs and tracks IT issues efficiently. | ### Finance and Accounting -| Use-Case | Tools Involved | Description | Benefits | -| ------------------------------------------- | -------------- | --------------------------------------------------------------- | --------------------------------------------------------- | -| Finance chatbot with QuickBooks integration | QuickBooks | Finance bot generates QuickBooks invoices based on chat orders. | Streamlines invoicing and reduces errors. | -| Chat-based payment processing via Stripe | Stripe | Customer-facing chatbot initiates and handles Stripe payments. | Streamlines payment process and enhances user experience. | +| Use-Case | Connectors | Client-type | Description | Benefits | +| ------------------------------------------- | ---------- | ----------- | --------------------------------------------------------------- | --------------------------------------------------------- | +| Finance chatbot with QuickBooks integration | QuickBooks | Chat-based | Finance bot generates QuickBooks invoices based on chat orders. | Streamlines invoicing and reduces errors. | +| Chat-based payment processing via Stripe | Stripe | Chat-based | Customer-facing chatbot initiates and handles Stripe payments. | Streamlines payment process and enhances user experience. | ### Marketing -| Use-Case | Tools Involved | Description | Benefits | -| -------------------------------------------- | -------------- | -------------------------------------------------------------------------------- | -------------------------------------------------------------- | -| Community management with Discord | Discord | Bot moderates Discord channels and provides real-time updates. | Enhances community engagement and ensures a safe environment. | -| Marketing chatbot with Mailchimp integration | Mailchimp | Marketing bot adds leads to Mailchimp and triggers welcome emails. | Automates lead nurturing and ensures timely communication. | -| Video content management with YouTube | YouTube | Bot uploads videos to YouTube and updates metadata. | Streamlines video management and enhances SEO. | -| Social media marketing via Instagram | Instagram | Social media bot schedules Instagram posts and analyzes engagement metrics. | Automates posting and provides insights for better engagement. | -| Social media management with Facebook Pages | Facebook Pages | Social media bot schedules posts and responds to user queries on Facebook Pages. | Automates social media management and enhances engagement. | +| Use-Case | Connectors | Client-type | Description | Benefits | +| -------------------------------------------- | -------------- | ----------- | -------------------------------------------------------------------------------- | -------------------------------------------------------------- | +| Marketing chatbot with Mailchimp integration | Mailchimp | Chat-based | Marketing bot adds leads to Mailchimp and triggers welcome emails. | Automates lead nurturing and ensures timely communication. | +| Video content management with YouTube | YouTube | Chat-based | Bot uploads videos to YouTube and updates metadata. | Streamlines video management and enhances SEO. | +| Social media marketing via Instagram | Instagram | Chat-based | Social media bot schedules Instagram posts and analyzes engagement metrics. | Automates posting and provides insights for better engagement. | +| Social media management with Facebook Pages | Facebook Pages | Chat-based | Social media bot schedules posts and responds to user queries on Facebook Pages. | Automates social media management and enhances engagement. | ### Project and Task Management -| Use-Case | Tools Involved | Description | Benefits | -| ------------------------------------------------ | -------------- | -------------------------------------------------------------------------- | ------------------------------------------------------------------- | -| Project management Chatbot with Jira integration | Jira | Chatbot can manage Jira tickets based on project updates in team meetings. | Keeps project management tool updated in real-time. | -| Task management with Trello | Trello | Bot creates and updates Trello cards based on project status. | Keeps project boards up-to-date, improving team collaboration. | -| Workflow automation with Monday.com | Monday.com | Bot automates task assignments and updates in Monday.com. | Streamlines workflow and enhances team productivity. | -| Project tracking with Asana | Asana | Bot creates Asana tasks based on project milestones and updates. | Keeps project tracking tools updated, enhancing team collaboration. | +| Use-Case | Connectors | Client-type | Description | Benefits | +| ------------------------------------------------ | ---------- | ----------- | -------------------------------------------------------------------------- | ------------------------------------------------------------------- | +| Project management Chatbot with Jira integration | Jira | Chat-based | Chatbot can manage Jira tickets based on project updates in team meetings. | Keeps project management tool updated in real-time. | +| Task management with Trello | Trello | Chat-based | Bot creates and updates Trello cards based on project status. | Keeps project boards up-to-date, improving team collaboration. | +| Workflow automation with Monday.com | Monday.com | Chat-based | Bot automates task assignments and updates in Monday.com. | Streamlines workflow and enhances team productivity. | +| Project tracking with Asana | Asana | Chat-based | Bot creates Asana tasks based on project milestones and updates. | Keeps project tracking tools updated, enhancing team collaboration. | ### Internal productivity -| Use-Case | Tools Involved | Description | Benefits | -| --------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------ | -------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------ | -| Chatbot to schedule meetings or hiring interviews | [Slack](/docs/native-clients/slack), MS-Teams, Google Calendar, [Gmail](https://github.com/connery-io/gmail) | Slack/MS-Teams bot schedules meetings by checking Google Calendar and sending invites. | Streamlines scheduling and ensures everyone is on the same page. | -| Personal assistant chatbot with Notion and calendar integration | Notion, Google Calendar | Assistant bot creates to-do lists in Notion and sets reminders in Google Calendar. | Enhances personal productivity by tracking tasks and schedules. | -| Event planning chatbot with event registration integration | Eventbrite, [doo](https://github.com/viovendi/product-api-connector) | Event bot handles chat registrations and sends tickets via Eventbrite or doo. | Simplifies registration and enhances attendee experience. | -| Automated reporting with Google Sheets | Google Sheets | Reporting bot generates and updates reports in Google Sheets based on real-time data. | Streamlines reporting and ensures data accuracy. | -| Survey and feedback collection | Google Forms | Assistant bot sends Google Forms to collect user feedback and stores responses. | Simplifies feedback collection and data analysis. | -| Meeting scheduling with calendly | Calendly | Assistant bot integrates with Calendly to schedule and reschedule meetings. | Automates scheduling, saving time for internal and external teams. | -| Email management with MS-Outlook | MS-Outlook | Assistant bot sorts and prioritizes emails in MS Outlook based on user-defined rules. | Enhances email management and productivity. | -| Conversational Slack agent with OpenAI | [OpenAI](https://github.com/connery-io/openai), [Slack](/docs/native-clients/slack) | Chatbot serves internal teams with customized OpenAI to handle complex queries and provide detailed responses. | Enhances internal ops by handling a wide range of queries. | +| Use-Case | Connectors | Client-type | Description | Benefits | +| --------------------------------------------------------------- | -------------------------------------------------------------------- | ----------- | -------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------ | +| Chatbot to schedule meetings or hiring interviews | [Gmail](https://github.com/connery-io/gmail) | Chat-based | Slack/MS-Teams bot schedules meetings by checking Google Calendar and sending invites. | Streamlines scheduling and ensures everyone is on the same page. | +| Personal assistant chatbot with Notion and calendar integration | Notion, Google Calendar | Chat-based | Assistant bot creates to-do lists in Notion and sets reminders in Google Calendar. | Enhances personal productivity by tracking tasks and schedules. | +| Event planning chatbot with event registration integration | Eventbrite, [doo](https://github.com/viovendi/product-api-connector) | Chat-based | Event bot handles chat registrations and sends tickets via Eventbrite or doo. | Simplifies registration and enhances attendee experience. | +| Automated reporting with Google Sheets | Google Sheets | Chat-based | Reporting bot generates and updates reports in Google Sheets based on real-time data. | Streamlines reporting and ensures data accuracy. | +| Survey and feedback collection | Google Forms | Chat-based | Assistant bot sends Google Forms to collect user feedback and stores responses. | Simplifies feedback collection and data analysis. | +| Meeting scheduling with calendly | Calendly | Chat-based | Assistant bot integrates with Calendly to schedule and reschedule meetings. | Automates scheduling, saving time for internal and external teams. | +| Email management with MS-Outlook | MS-Outlook | Chat-based | Assistant bot sorts and prioritizes emails in MS Outlook based on user-defined rules. | Enhances email management and productivity. | +| Conversational Slack agent with OpenAI | [OpenAI](https://github.com/connery-io/openai) | Chat-based | Chatbot serves internal teams with customized OpenAI to handle complex queries and provide detailed responses. | Enhances internal ops by handling a wide range of queries. |