What teams actually automate
Every use case below is backed by plans you can open and read — the real FML, not a screenshot of one.
Customer Success · 3 plans
Account health that doesn't depend on gut feel
Customer success runs on signals scattered across Slack threads, warehouse tables, and audit logs. The data exists — it just isn't readable on a Tuesday morning before a QBR. These plans turn that scatter into scheduled, structured reporting.
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Revenue & Sales · 2 plans
Reps stop walking into calls cold
Everything a rep needs before a call already exists — in the CRM, the calendar, and last quarter's transcript. It's just spread across three systems nobody has time to reconcile in the ten minutes beforehand. These plans do the reconciling.
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Product Intelligence · 2 plans
Read every call, not the three you had time for
The honest answer about a feature or an objection is spread across dozens of transcripts. Reading them one at a time doesn't scale, and the tools holding them can usually only be queried by attendee or date — never by what was actually said.
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Platform Analytics · 2 plans
Know which MCP servers are actually earning their keep
Fleet telemetry lives across several tables, so every question about adoption, errors, or dormant connections becomes a manual join. These plans make that snapshot repeatable and schedulable.
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