Use cases
Workflows you can run today. Describe the outcome, connect your accounts, and ModuleX drafts the graph.
A ModuleX use case is one real task, described in plain English and run end to end by an agent using your connected tools. There is no workflow to wire up first: you say what you want, and the agent picks the right actions across each app, chains them, and does the work. These are the recipes teams start with.
Productivity & Collaboration20
Docs, notes, wikis and shared workspaces an agent can read, update and keep in sync as work happens.
Assemble the evidence pack for a reviewAn evidence pack assembled from your systems, with the gaps named and assigned. Built for whoever collects the same screenshots and exports every audit cycle.5 steps · 3 integrations · on demand
Brief yourself on a candidate before the callA brief covering the role, the application, and what earlier rounds already established. Built for an interviewer who opens the CV two minutes before the interview.4 steps · 3 integrations · before each meeting
Build a one-pager on a company before you meet themA one-pager combining public background with your own record, reusable by whoever meets them next. Built for anyone walking into a meeting knowing only the company name.4 steps · 3 integrations · on demand
Capture a request as a task without leaving the threadA task that carries the original request and links back to where it was made. Built for anyone who says yes in an email and then forgets.4 steps · 2 integrations · on demand- Catch up on a channel you stopped readingA summary of decisions and open questions, with the items waiting on you called out. Built for anyone returning to a busy channel after two days away.4 steps · 1 integration · on demand
File meeting notes where someone will find themA filed summary and real action items with owners, instead of a transcript nobody reopens. Built for a team whose notes are captured and then lost.5 steps · 3 integrations · before each meeting- Find the pattern across a round of user interviewsA themed synthesis where every theme points back to the interviews that produced it. Built for a product team with twelve interview transcripts and no time to reread them.4 steps · 1 integration · before each meeting
Keep a personal application pipeline in orderA tracker whose stages match what actually happened in the inbox. Built for anyone tracking a search across a spreadsheet, an inbox, and memory.5 steps · 2 integrations · on demand
Keep a personal spending tracker currentA tracker that stays current, with unfamiliar entries surfaced rather than guessed. Built for anyone whose budget sheet is accurate for the first week of the month.4 steps · 2 integrations · on demand
Prepare an offer and send it for signatureAn offer letter produced from the approved details, checked by a person, then sent for signature. Built for whoever assembles offer letters from a template and hopes the numbers are right.5 steps · 3 integrations · on demand- Prepare everything a new joiner needs on day oneA per-role onboarding checklist with real owners and dates, created before the start date. Built for an operations lead who assembles the same onboarding list every time, from memory.4 steps · 2 integrations · on demand
Prepare for the next meeting in the gap before itA short brief on who you are meeting, what was last agreed, and what is still open. Built for anyone with back-to-back calls and no preparation time between them.5 steps · 4 integrations · before each meeting- Protect the time you actually need to workFocus blocks on the calendar before the week fills, chosen by you from what was actually free. Built for anyone whose calendar fills with meetings before they can plan the week.4 steps · 1 integration · on demand
- Request the access a new joiner needs, with a person approvingAn access request with an explicit approver and a written record of the decision. Built for an IT lead who grants access by message and remembers it later, if at all.4 steps · 2 integrations · on demand
Research a question across sources at onceA summary that keeps public sources and internal material clearly apart, each cited. Built for anyone researching a decision with fifteen tabs and no notes.4 steps · 2 integrations · on demand- Schedule an interview panel without the threadA workable slot found across the panel, with invitations drafted and waiting for your approval. Built for a recruiter coordinating four calendars and a candidate.4 steps · 2 integrations · before each meeting
- Send a short reply from a one-line instructionA short reply, in the right thread, waiting for your approval before it goes. Built for anyone who knows what to say but not who to say it to.3 steps · 1 integration · on demand
- Sort an inbox into actions, not foldersAn inbox turned into a short list of actions, each linked back to the message it came from. Built for someone whose inbox is a to-do list with no order.5 steps · 2 integrations · on demand
- Start the day with one brief instead of five tabsOne brief covering the meetings, the messages that need a reply, and the work that is due. Built for anyone who begins the morning reconstructing the day from four apps.5 steps · 4 integrations · weekdays 8am
- Turn an overnight inbox into a short listA short digest that names the messages needing a reply and compresses everything else. Built for anyone who opens the laptop to fifty unread messages.4 steps · 2 integrations · weekdays 8am
Marketing & Advertising15
Campaign, email, ads and content platforms an agent can launch, adjust and report on from plain English.
Adapt one announcement for each channelOne announcement, rewritten per channel, reviewed in one place before anything goes out. Built for a one-person marketing team posting the same text everywhere.4 steps · 2 integrations · on demand
Fix what the SEO crawl actually foundA short ordered list of page-level fixes, each already written as a ticket. Built for a marketer holding a 200-row audit export and no idea which row matters.5 steps · 3 integrations · on demand
Flag the campaigns that stopped workingA short list of campaigns to act on, each with the numbers that put it there, and your approval in front of the change. Built for a growth lead who notices wasted spend a month late.4 steps · 1 integration · on demand
Generate narration for a short videoNarration generated from the approved script, in the same place as the rest of the project. Built for a small team producing videos without a recording setup.4 steps · 3 integrations · on demand
Get an approved draft onto the docs siteAn approved draft turned into a docs change, ready for the normal review that already exists. Built for a team where finished documentation waits days for someone to publish it.4 steps · 2 integrations · on demand- Get the ad numbers without opening the ads managerA weekly digest with the movement per campaign, without opening the ads manager. Built for a growth marketer who checks campaigns daily out of anxiety, not insight.4 steps · 2 integrations · weekly
Notice a ranking drop in the same week it happensA weekly digest that names the pages and queries that moved, while it is still recent. Built for an SEO owner who finds out about a drop from the quarterly review.4 steps · 2 integrations · weekly
Plan the launch week's posts in one passA week of posts with a deliberate arc, reviewed before the launch rather than during it. Built for whoever is running a launch and writing the posts the night before.4 steps · 2 integrations · weekly
Produce a short video from an existing pieceA short cut built from work you already published, reviewed before it goes out. Built for a team whose long-form content never becomes short-form.5 steps · 3 integrations · on demand
Produce on-brand images for a set of postsA consistent image set produced from your template and reviewed in one pass. Built for a marketer waiting on design for images that follow a fixed pattern.4 steps · 3 integrations · on demand- Research and outline a piece before you write itAn outline where each section already carries the source it rests on, internal and external kept separate. Built for a writer who starts every article with twenty open tabs.4 steps · 2 integrations · on demand
- See which posts are actually being readA digest that separates the pieces people found from the pieces they did not. Built for a content lead who publishes steadily and reviews performance rarely.4 steps · 3 integrations · weekly
Turn a long post into an email sequenceA drafted sequence, in order, waiting in your email tool for a human pass. Built for a marketer whose best article was sent once and never used again.5 steps · 2 integrations · on demand
Watch the funnel without building a dashboardA weekly stage-by-stage view of the funnel, assembled from the tools you already run. Built for a founder who wants the funnel numbers without another BI project.5 steps · 4 integrations · weekly- Write the launch recap while the numbers are freshA recap with the numbers attached, written while people still remember the week. Built for a team that finishes a launch and never writes down how it went.4 steps · 3 integrations · on demand
Developer Tools & Infrastructure11
Source control, CI, package registries and deploy targets an agent can drive straight from a request.
Check database health without opening the dashboardA short, regular status that tells you when something moved out of range, and stays quiet otherwise. Built for a small team with no dedicated operations engineer.4 steps · 2 integrations · on demand- Draft the next sprint from the backlog you haveA candidate list that people can argue with, ready before the meeting rather than during it. Built for a team that spends the first hour of planning finding the candidates.4 steps · 2 integrations · weekly
- Get a first-pass review onto the pull requestA first-pass review on the pull request while the author still has the change in their head. Built for a team where pull requests wait a day for anyone to look at them.4 steps · 1 integration · on demand
Investigate an error spike while it is still spikingAn investigation note that starts with a timeline instead of a blank page. Built for an on-call engineer who gets an alert and a blank page to start from.5 steps · 4 integrations · on alert
Open an incident with the context already attachedAn incident that opens with a timeline and the relevant links already in it. Built for whoever is paged first and has to bring everyone else up to speed.5 steps · 3 integrations · on alert- Put an external MCP server to workA tool that was not in the catalog, usable in the same place as the 175+ that are. Built for teams with internal tools that no catalog will ever cover.4 steps · 2 integrations · on demand
Ship the latest commit and watch the buildA deploy that was confirmed by a person, watched to completion, and reported where the team reads. Built for a small team where deploying means remembering four steps in order.5 steps · 3 integrations · on demand- Start the day knowing what moved in the repoA short brief showing what shipped and what is waiting on a person. Built for an engineering manager reconstructing yesterday from notifications.4 steps · 2 integrations · weekdays 8am
- Triage the engineering backlog into something readableA backlog where new issues carry a label and a priority, and the duplicates are surfaced. Built for a team lead whose backlog has become a place issues go to be forgotten.5 steps · 1 integration · on every new ticket
Turn a finished design into ticketsA set of tickets that map to the actual screens, each linked back to the design. Built for a product engineer who receives a design file and has to make it into work.4 steps · 2 integrations · on demand- Write the sprint recap from what actually happenedA recap grounded in the tracker rather than in what people remember. Built for whoever writes the recap on Friday from a half-remembered week.4 steps · 2 integrations · weekly
Customer Support7
Ticketing and help-desk tools an agent can triage, draft replies in and resolve through.
Answer an order question with the order in handA reply that answers with the real order status instead of asking the customer for their order number. Built for an ecommerce team answering the same three questions about where a package is.5 steps · 3 integrations · on every new record- Answer support questions using your own documentationA drafted answer grounded in your own material, showing what it drew from, behind an approval step. Built for support teams whose answers already exist, just not where the question arrives.4 steps · 1 integration · on demand
Grounded Support RepliesEvery reply starts as a grounded draft that already knows the customer’s history, so agents edit instead of writing from scratch. A ModuleX agent reads the Intercom conversation and contact, drafts a reply, and leaves it as a note for a human to approve.6 steps · 1 integration · on demand
See which accounts went quiet this weekOne weekly digest naming the accounts that have gone quiet, with what each signal was. Built for a customer success manager who finds out about churn after it happens.5 steps · 4 integrations · weekly- Support Ticket TriageNew tickets get read, prioritized, and routed the moment they land, and the urgent ones surface in Slack instead of sitting in a queue. A ModuleX agent classifies each Freshdesk ticket, sets its priority and tags, assigns it, and posts the ones that cannot wait.6 steps · 2 integrations · on every new ticket
- Triage the support queue before your shift startsA queue that is grouped and ordered, with repeated issues visible as one cluster. Built for a support lead who opens the queue to sixty tickets and no order to them.4 steps · 2 integrations · on every new ticket
- Turn a customer email into a tracked issueA tracked issue an engineer can pick up without opening the email, and a customer who knows it was logged. Built for support and product teams where bug reports die in an inbox.5 steps · 2 integrations · on demand
Finance & Payments6
Payments, billing and accounting systems an agent can run charges, invoices and subscriptions against.
Assemble the month-end close digestA month-end digest in a consistent shape, assembled from the systems of record. Built for a finance team that rebuilds the same summary every month by hand.4 steps · 4 integrations · monthly- Categorise card spend without the month-end scrambleA categorised transaction list plus a short list of the entries that genuinely need a human. Built for a finance lead reconciling a month of transactions from memory.5 steps · 2 integrations · monthly
- Failed Payment Follow-upA failed invoice stops being a silent number on a dashboard and becomes a tracked case your team can act on. When Stripe reports a payment failure, a ModuleX agent pulls the details, re-sends the invoice, and posts the case to Slack.6 steps · 2 integrations · on payment failure
- Get told before you sell out of somethingAn alert naming the items that are running low, before the storefront says sold out. Built for a store operator who discovers a stockout from a customer complaint.4 steps · 2 integrations · on alert
- Reconcile payouts against your ledgerA reconciliation summary that names the specific rows to look at, not just a total that is off. Built for whoever matches the payment processor to the accounting sheet each week.4 steps · 2 integrations · on demand
- Route a purchase request to the right approverA request that reached the right person, with a record of who approved what. Built for an operations manager who is the bottleneck on every small purchase.5 steps · 3 integrations · on demand
Sales5
Pipeline, outreach and enrichment tools an agent can move deals through without you opening a tab.
Book the meeting and log it against the dealA booked meeting that is already recorded where your pipeline reporting will look for it. Built for a rep who books the call, then forgets to record it anywhere.4 steps · 3 integrations · before each meeting- Draft a follow-up that knows where the deal standsA short, context-aware reply waiting in your drafts, with the ask made explicit. Built for an account executive with a dozen replies to write between calls, and no time to re-read every thread.5 steps · 2 integrations · on demand
Enrich a new lead before anyone calls itA lead record with the basics already filled in, and a note of where each field came from. Built for a sales team where half the inbound records arrive as a name and an email.5 steps · 3 integrations · on every new record- Import a contact list into your CRM without the cleanupContacts in the CRM with the fields mapped, and a list of the rows that needed a human decision. Built for whoever inherits the spreadsheet after a conference.5 steps · 2 integrations · on demand
- Inbound Lead RoutingNew leads get scored the moment they arrive and the hot ones land in #sales while your reps are still at their desks. A ModuleX agent rates buying intent, posts the strong leads to Slack, and files every contact in HubSpot.5 steps · 2 integrations · on every new lead
Communication1
Email, chat and messaging channels an agent can read, draft into and post to on your behalf.