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Use cases

Pick a starting pattern.

Six department-shaped use-case patterns. Each one maps a team shape to a starting Solution, a Workforce hire or two, and a few Components. Pick the closest match and customize from there — nothing here is locked in.

trending_upAcquire customers

Sales & Revenue

Prospect, qualify, book meetings — without burning SDRs.

Outbound prospecting, lead qualification, meeting booking, and CRM hygiene. Connects to your existing Salesforce or HubSpot, respects your SDR playbook, and only escalates to humans when the deal warrants it.

Start with

Components

  • Salesforce Connector
  • HubSpot Connector
  • Lead Scoring Skill
headset_micServe customers

Customer Support

Triage, draft, resolve — with humans in the loop on day one.

Ticketing, sentiment-aware escalation, response drafting, and KB grooming. Pre-built HITL gates for refunds and high-risk actions. Multilingual at launch. Real-time CSAT and AHT dashboards.

Start with

Components

  • Slack Connector
  • Sentiment Analysis Skill
  • Voice Transcription
trending_upAcquire customerslightbulbInnovate

Marketing

Plan, write, repurpose — at the velocity your channel demands.

Editorial calendars, blog drafts, social copy, and campaign reporting. Pre-wired to your CMS, your ad platforms, and your analytics. Brand-voice trained per workspace.

Start with

Components

  • Notion Connector
  • Image Generation Skill
  • Web Search Skill
settingsOperate the business

Operations

Route, automate, report — across every internal tool.

Workflow automation, request routing, internal reporting, and tool sync. Acts as the connective tissue between systems your team already has.

Start with

Components

  • Jira Connector
  • GitHub Connector
  • PDF Extraction
groupsManage talent

HR & People

Screen, onboard, support — with policy fidelity.

Candidate screening, interview scheduling, onboarding workflows, and policy Q&A. Strict access controls and audit trails for sensitive data.

Start with

Components

  • Google Drive Connector
  • Audit Logging
paymentsManage finance

Finance

Reconcile, report, forecast — with audit-grade traceability.

Bookkeeping, expense categorization, monthly close support, and tax prep. Every action is logged for audit. Tax advisors and accountants on retainer.

Start with

Components

  • Audit Logging
  • HITL Approval Gates

Don't see your shape?

These are starting patterns, not the only options. Talk to a workforce architect to design a custom composition.

Design a custom patternBrowse Solutions
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Outputs are AI-generated. Review before acting.

Digitlify workforce and skills produce AI-generated content that can be inaccurate, incomplete, or biased. Digitlify is not a substitute for a licensed professional for legal, medical, tax, financial, or HR advice.

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