Example tasks by kind of business

Every example follows one formula: what to take, what to do, in what form to deliver. Press Open in chat, adjust the period and names to your own and send it. If a service isn't connected yet, attach an export as a file or connect it from the agent's card. How to phrase your own requests: How to phrase a task.

Marketplaces

Collect last week's Wildberries and Ozon sales: revenue, orders, buyouts and returns per product, compared with the week before. Deliver an Excel file, one row per product, with the drops highlighted.

Find last week's Wildberries reviews we haven't answered. Draft a reply to each in our tone and deliver a list: review, rating, draft reply. Don't publish the replies yet.

Here is a product photo. Remove the background and make a Wildberries-sized card with the product name and three benefits from the description. Deliver the image and the description text separately.

More on connecting the platforms: Marketplaces.

Wholesale and warehouse

Take stock and sales from MoySklad for the last 30 days. Work out how many days each item will last and build a purchase list: item, stock, average daily sales, quantity to order. Deliver an Excel file.

Reconcile two files: stock from 1C and the stocktake results. Show the mismatches as a table: item, per 1C, actual, difference in units and in money, and mark what to check first.

More: MoySklad, 1C.

Manufacturing

Here is the product specification and the supplier's price list. Calculate the material cost per unit and per batch of 500, and flag the items missing from the price list. Deliver an Excel file.

Take the monthly production plan from this file and raw material stock from 1C. Show which materials will run short and by what date, as a table per item.

Services and agencies

Take last month's bookings from Yclients. Work out each specialist's utilization, revenue and the share of returning clients. Deliver a table and three takeaways on what to change in the schedule.

Collect last week's spend and conversions from Yandex Direct for the client's campaigns. Compare with the week before and prepare a short Word report for the client: what went up, what went down and what we suggest doing.

Accounting and finance

Take last month's Tochka bank statement and sort the payments into categories: customer receipts, suppliers, taxes, payroll, other. Deliver an Excel file with totals per category and a list of payments that couldn't be sorted.

Find incoming documents in Diadoc from the last week that we haven't signed yet. Deliver a list: counterparty, document, amount, date. Don't sign anything.

More: Banks, E-document exchange and labeling.

Sales and CRM

Take the amoCRM deals with no contact for over a week. Deliver a table: deal, manager, amount, stage, date of last contact, and draft an email to the client for the five largest.

Go through yesterday's incoming email: which messages are requests, from whom and for what. Deliver a list and prepare draft replies to the requests, without sending them.

More: CRM, Mail and calendar.

What's next

Did an example come out right? Put it on a schedule: Scheduled tasks. What the agent can do beyond these examples: Agent capabilities.

Frequently asked questions

Do I need to connect services to try the examples?

No. Any example can start from an export attached as a file. When a task needs a service, the agent sends a connection card itself.

How do I make an example a routine?

Once the result is right, say in the same chat how often to repeat it, for example "do this every Monday at 10:00".

See also

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