Cookbook

Real-World Use Cases —
See What's Possible

Practical recipes showing how freelancers, agencies, startups, and small businesses use ContextuAI Solo to automate real work. Each recipe tells you the scenario, which features to combine, and step-by-step how to set it up.

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Content & Marketing

Automate blog posts, newsletters, campaigns, and brand content

description

Weekly Blog Pipeline

Content Team / Freelance Writer

Publish 3 SEO-optimized blog posts per week on Ghost or WordPress without writing from scratch.

Features: Crew (Pipeline) + SEO Specialist, Content Strategist, Copywriter agents + Knowledge Base (brand guidelines) + Blog channel + M/W/F cron

Setup: Upload brand guidelines as a KB. Create a pipeline crew: SEO Specialist picks keywords → Content Strategist outlines → Copywriter drafts (KB-informed). Bind Ghost/WordPress blog channel. Set cron for Mon/Wed/Fri at 8 AM. Enable approvals for editorial review before publish.

CrewKnowledge BaseBlogScheduled
email

Bi-Weekly Newsletter

SaaS Company / Marketing Manager

A SaaS company wants a bi-weekly newsletter with product updates, tips, and curated industry news.

Features: Crew (Pipeline) + Content Strategist, Copywriter, Email Campaign Builder agents + Knowledge Base (changelog) + Email (SendGrid) + Bi-weekly cron

Setup: Map your changelog folder as a KB. Pipeline crew: Content Strategist picks topics from KB + web trends → Copywriter writes sections → Email Campaign Builder formats for email. Bind SendGrid channel. Set bi-weekly cron. Approve before sending.

CrewKnowledge BaseEmailScheduled
campaign

Product Launch Campaign

Startup Founder / Marketing Lead

Coordinate a multi-channel launch campaign — landing page copy, email sequence, social posts, and press release — in one workflow.

Features: Crew (Parallel) + Copywriter, Email Campaign Builder, Social Media Manager, Public Relations Manager agents + LinkedIn, Twitter, Email channels

Setup: Create a parallel crew with four agents, each producing their channel's content simultaneously. Bind LinkedIn, Twitter, and Email channels. Run once with your launch brief as input. Review all outputs in the approval queue, edit per channel, and publish.

CrewMulti-ChannelApprovals
auto_stories

Case Study Generator

Agency / Account Manager

Turn client project notes into polished case studies with problem-solution-results structure and client quotes.

Features: @mention Automation + Content Strategist, Copywriter agents + Knowledge Base (project docs) + PDF output

Setup: Upload project notes and metrics as a KB. Use Automation: "@content-strategist extract the narrative arc @copywriter write a case study with metrics and quotes". Set output to PDF. Download and share with your sales team.

AutomationKnowledge BasePDF
translate

Multilingual Content Localization

Global Brand / Content Manager

Adapt English marketing content into Spanish, French, and German while preserving brand voice and cultural nuance.

Features: Crew (Parallel) + 3 custom agents (one per language) + Knowledge Base (brand voice guidelines + glossary) + Email or Slack output

Setup: Create 3 custom agents with system prompts for each target language and cultural context. Upload your brand glossary as a KB. Run a parallel crew — all 3 translate simultaneously. Review in approval queue, then push to localized blog or email channels.

CrewCustom AgentsKnowledge Base
video_library

Video Script & Show Notes

YouTuber / Podcast Host

Generate video scripts, show notes, timestamps, and social promotion posts from a topic outline.

Features: Crew (Sequential) + Content Strategist, Copywriter, Social Media Manager agents + LinkedIn, Twitter channels

Setup: Sequential crew: Content Strategist structures the episode outline → Copywriter drafts the full script + show notes with timestamps → Social Media Manager creates promo snippets. Bind LinkedIn and Twitter for auto-promotion. Approve before posting.

CrewSequentialMulti-Channel
share

Social Media

Schedule posts, manage communities, and grow audiences across platforms

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Daily Social Media Autopilot

Freelancer / Solo Founder

Post daily across LinkedIn, Twitter, and Instagram without spending hours on content creation.

Features: Crew (Sequential) + Content Strategist, Copywriter, Social Media Manager agents + LinkedIn, Twitter, Instagram channels + Daily cron + Approvals

Setup: Create a sequential crew: Content Strategist researches trending topics → Copywriter drafts platform-specific posts → Social Media Manager adapts tone per platform. Bind all 3 channels. Set daily cron at 9 AM. Enable approvals to review each post before it publishes.

Crew3 ChannelsDaily CronApprovals
forum

Reddit Community Manager

Community Manager / DevRel

Monitor subreddits for brand mentions, draft helpful replies, and maintain a consistent brand voice.

Features: Reddit (inbound) + Crew (Sequential) + Social Media Responder, Brand Voice Guardian agents + Keyword triggers + Approvals

Setup: Connect Reddit with subreddit monitoring. Create a sequential crew: Social Media Responder drafts a reply → Brand Voice Guardian checks tone. Set keyword triggers for your brand name and product. Enable approvals so you review every reply before it posts.

RedditInboundApprovalsTriggers
trending_up

Thought Leadership Pipeline

Executive / Founder

Build a personal brand with consistent long-form LinkedIn articles that reflect your expertise and industry perspective.

Features: Crew (Pipeline) + CEO Strategic Advisor, Content Strategist, Copywriter agents + Knowledge Base (past talks, blog posts) + LinkedIn channel + Weekly cron

Setup: Upload your past articles and talks as a KB. Pipeline crew: CEO Strategic Advisor identifies a timely topic → Content Strategist outlines the argument → Copywriter drafts in your voice (KB-informed). Bind LinkedIn. Set weekly cron. Review before publishing.

CrewKnowledge BaseLinkedInWeekly
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Discord Community Bot

Community Lead / Open Source Maintainer

An open-source project needs a Discord bot that answers setup questions using project docs and escalates complex issues.

Features: Knowledge Base (project docs + FAQ) + Discord (inbound) + Single agent crew + Approvals + @mention triggers

Setup: Map your /docs directory as a KB. Create a single-agent crew bound to that KB. Connect Discord inbound. Set @mention triggers so the bot only responds when tagged. Enable approvals for the first week to monitor quality, then disable for trusted channels.

DiscordInboundKnowledge BaseTriggers
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Social Listening & Sentiment Report

Brand Manager / PR Team

Track brand sentiment across Reddit and Discord, then produce a weekly report with highlights and alerts.

Features: Reddit + Discord (inbound monitoring) + Crew (Pipeline) + Sentiment Analyzer, Social Trend Analyst agents + Email or Slack output + Weekly cron

Setup: Connect Reddit and Discord for passive monitoring (no auto-reply). Pipeline crew: Sentiment Analyzer categorizes mentions → Social Trend Analyst produces a weekly brief with positive/negative highlights. Bind Email or Slack for delivery. Set weekly cron on Friday at 5 PM.

CrewRedditDiscordScheduled
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Influencer Outreach Drip

Growth Marketer / Agency

Research potential influencer partners, craft personalized outreach messages, and queue them for email delivery.

Features: @mention Automation + Market Researcher, Copywriter agents + Web Research persona + Email channel

Setup: Use Automation: "@market-researcher find 10 micro-influencers in the fitness space @copywriter write a personalized outreach email for each". Set output to Email (SendGrid). Review in approval queue — edit personalization, then send.

AutomationWeb ResearchEmailApprovals
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Customer Support

AI-powered support bots with human oversight and doc-grounded answers

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Telegram Support Bot

SaaS Founder / Support Lead

A SaaS product needs a Telegram bot that answers customer questions using product docs — with human oversight before every reply.

Features: Knowledge Base (product docs) + Crew (single agent) + Telegram (inbound) + Approvals

Setup: Map your /docs folder as a Knowledge Base. Create a single-agent crew bound to that KB. Connect Telegram inbound with bot token. Enable approvals. When customers message the bot, AI drafts a doc-grounded response — you review and approve before it sends.

TelegramKnowledge BaseApprovalsInbound
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Internal IT Helpdesk

IT Manager / SMB

Employees ask IT questions on Slack. A local AI answers common questions from the IT wiki without exposing data to the cloud.

Features: Knowledge Base (IT wiki) + Local GGUF model (Qwen 3 14B) + Slack webhook + Approvals

Setup: Map your IT wiki folder as a KB. Use a local model (no data leaves the network). Create a crew bound to the KB. Forward Slack messages to the crew via webhook. Approve responses before they post back to Slack.

SlackKnowledge BaseLocal ModelPrivacy
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Onboarding Q&A Bot

HR / People Ops

New hires have hundreds of questions about policies, benefits, and tools. A Knowledge Base + Telegram bot handles the first line of answers.

Features: Knowledge Base (employee handbook, benefit docs, tool guides) + Telegram or Discord (inbound) + People Operations Manager agent + Approvals

Setup: Upload all onboarding PDFs as a KB. Create a crew with the People Operations Manager agent bound to the KB. Connect Telegram or Discord for inbound. Enable approvals initially, then disable once the bot proves reliable.

TelegramKnowledge BaseHROnboarding
feedback

Customer Feedback Digest

Product Manager / CX Lead

Collect customer feedback from Telegram and Discord channels, classify by theme, and produce a weekly digest for the product team.

Features: Telegram + Discord (inbound, no auto-reply) + Crew (Pipeline) + Sentiment Analyzer, Data Analyst agents + Slack or Email output + Weekly cron

Setup: Connect Telegram and Discord for passive monitoring (direction: inbound only, no outbound). Pipeline crew: Sentiment Analyzer categorizes feedback by theme and sentiment → Data Analyst produces a structured digest with top issues and trends. Bind Slack or Email. Weekly cron on Monday at 8 AM.

CrewMulti-ChannelScheduledAnalytics
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Sales & Outreach

Prospecting, proposals, pitch decks, and automated follow-ups

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Investor Pitch Deck

Startup Founder

Preparing for a seed round — need investor-ready slides with market analysis, financial projections, and a compelling narrative.

Features: @mention Automation + Pitch Deck Architect, Startup CFO, Investor Relations Manager agents + PPTX output

Setup: Use Automation: "@pitch-deck-architect create a 12-slide deck for our AI analytics platform @startup-cfo add financial projections @investor-relations refine the investor narrative". Set output to PPTX. Download and present.

AutomationPPTXStartup
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Lead Qualification Pipeline

Sales Team / BDR

Qualify inbound leads from Reddit and Telegram by asking structured questions, then forward qualified leads to the sales team on Slack.

Features: Reddit + Telegram (inbound) + Crew (Sequential) + Lead Qualifier, Inside Sales Coach agents + Slack output + Keyword triggers

Setup: Connect Reddit and Telegram for inbound. Sequential crew: Lead Qualifier asks qualification questions (budget, timeline, use case) → Inside Sales Coach scores and summarizes. Qualified leads are forwarded to Slack. Set keyword triggers for buying-intent phrases.

RedditTelegramSlackTriggers
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Proposal Generator

Consultant / Agency Owner

Generate client proposals with scope, timeline, pricing, and terms from a brief conversation or notes document.

Features: @mention Automation + Solutions Architect, Financial Analyst, Contract Specialist agents + Knowledge Base (past proposals) + PDF output

Setup: Upload past proposals as a KB for style reference. Automation: "@solutions-architect define scope and deliverables @financial-analyst estimate pricing and ROI @contract-specialist draft terms and conditions". Set output to PDF.

AutomationKnowledge BasePDF
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Cold Email Sequence

Growth Marketer / SDR

Create a 5-email outreach sequence with personalized hooks, value propositions, and follow-up timing for a specific ICP.

Features: Crew (Sequential) + Demand Generation Manager, Copywriter, Email Campaign Builder agents + Email (SendGrid) channel

Setup: Sequential crew: Demand Generation Manager defines the ICP and value prop → Copywriter drafts 5 emails with subject lines and personalization slots → Email Campaign Builder formats for SendGrid. Review and schedule delivery.

CrewEmailSequential
psychology

Strategy & Planning

OKR planning, SWOT analysis, market entry, and business model design

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Quarterly OKR Workshop

CEO / Leadership Team

Facilitate a multi-perspective OKR planning session with C-Suite agents debating priorities from different functional angles.

Features: Blueprint (OKR Planning) + Crew (Sequential) + CEO Strategic Advisor, CFO Financial Strategist, CMO, CTO agents + PDF output

Setup: Use the OKR Planning blueprint. Add CEO (vision), CFO (financial viability), CMO (market opportunity), CTO (tech feasibility) agents. Run with your annual goals as input. Each agent contributes their OKRs, building on the previous. Export to PDF for the leadership meeting.

BlueprintC-SuitePDF
explore

Market Entry Analysis

VP Strategy / Business Development

Evaluate a new market opportunity with competitive landscape, regulatory requirements, TAM/SAM/SOM, and go-to-market recommendations.

Features: Crew (Pipeline) + Market Researcher, Competitor Intelligence Analyst, Growth Strategist, Compliance Officer agents + Web Research persona + PDF output

Setup: Pipeline crew: Market Researcher collects market data via web search → Competitor Intelligence Analyst maps the landscape → Compliance Officer flags regulatory risks → Growth Strategist synthesizes a go-to-market recommendation. Export to PDF.

CrewWeb ResearchPDF
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Business Model Canvas

Startup Founder / Product Lead

Generate a complete Business Model Canvas with all 9 blocks filled in based on your product idea.

Features: Blueprint (Lean Canvas) + @mention Automation + MVP Architect, Startup CFO, Growth Hacker agents + Markdown output

Setup: Use Automation: "@mvp-architect define value proposition and key activities @startup-cfo revenue model and cost structure @growth-hacker channels and customer segments". Output to Markdown for easy editing and iteration.

BlueprintAutomationStartup
analytics

Weekly Competitor Brief

Product Manager / Strategy Team

Automated weekly competitive intelligence report delivered to Slack and email every Monday morning.

Features: Crew (Pipeline) + Competitor Intelligence Analyst, Market Researcher agents + Web Research persona + Slack + Email channels + Weekly cron

Setup: Pipeline crew: Market Researcher searches for competitor news, pricing changes, feature launches → Competitor Intelligence Analyst synthesizes a brief with recommendations. Bind Slack and Email channels. Weekly cron on Monday at 9 AM.

CrewWeb ResearchSlackScheduled
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Research & Analysis

Data analysis, market research, and document review

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Database-Powered Report

Data Analyst / BI Team

Ask business questions in plain English, have AI query your PostgreSQL database, and produce a formatted monthly report.

Features: PostgreSQL persona + Data Analyst agent + @mention Automation + PDF output

Setup: Create a PostgreSQL persona with your database credentials. Automation: "@data-analyst using the sales database, produce a monthly revenue report broken down by region, product line, and customer segment". Output to PDF. Schedule monthly with a cron crew if needed.

DatabaseAutomationPDF
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Regulatory Document Review

Compliance Officer / Legal Team

Review new regulations against existing company policies and flag gaps that need attention.

Features: Knowledge Base (company policies) + Crew (Sequential) + Compliance Officer, Privacy Officer agents + Local GGUF model + PDF output

Setup: Upload company policies as a KB. Use a local model for data privacy. Sequential crew: Compliance Officer reviews the regulation text against the KB → Privacy Officer flags data handling gaps. Export findings to PDF. All processing stays on your machine.

Knowledge BaseLocal ModelPrivacyPDF
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RFP Response Generator

Sales Engineer / Pre-Sales

Respond to RFPs faster by pulling answers from past proposals, product docs, and technical specs stored in your Knowledge Base.

Features: Knowledge Base (past RFPs + product docs) + Crew (Pipeline) + Solutions Architect, Technical Writer agents + PDF output

Setup: Map your proposals and product docs folders as KBs. Pipeline crew: Solutions Architect matches RFP questions to your capabilities using KB retrieval → Technical Writer formats the response document. Export to PDF.

Knowledge BaseCrewPDF
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Survey Analysis & Insights

UX Researcher / Product Team

Analyze open-ended survey responses, categorize themes, and produce an executive summary with recommendations.

Features: Knowledge Base (survey CSV/DOCX) + Crew (Sequential) + Data Analyst, UX Researcher agents + Markdown or PPTX output

Setup: Upload survey responses as a KB. Sequential crew: Data Analyst categorizes responses by theme and sentiment → UX Researcher synthesizes findings and recommends actions. Output to PPTX for stakeholder presentation.

Knowledge BaseCrewPPTX
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Development & Code

Code review, documentation, testing, and development workflows in Coder Mode

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Multi-Agent Code Review

Solo Developer / Small Team

Get AI-powered code review from multiple perspectives before shipping — quality, bugs, and test coverage.

Features: Coder Mode + Sequential workflow + Code Reviewer, Bug Analyzer, Test Writer agents + Project KB (folder-mapped codebase)

Setup: Toggle to Coder Mode. Create a project and index the codebase as a Knowledge Base. Set up a sequential workflow: Code Reviewer (quality) → Bug Analyzer (defects) → Test Writer (coverage gaps). Paste your diff and run.

Coder ModeSequentialKnowledge Base
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API Documentation Writer

Developer / Tech Lead

Generate comprehensive API documentation from codebase comments and route definitions.

Features: Coder Mode + Knowledge Base (codebase) + Doc Generator agent + Markdown output

Setup: Index your codebase as a KB. Use the Doc Generator companion agent to scan route definitions, extract parameters, and produce OpenAPI-style documentation. Output to Markdown for your docs site.

Coder ModeKnowledge BaseDocumentation
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Rapid MVP Scaffolding

Indie Hacker / Startup Engineer

Scaffold a new web app from a product spec, with multiple agents handling architecture, frontend, and backend.

Features: Coder Mode + Web App template + Parallel workflow + Custom agents (architect, frontend-dev, backend-dev) + Sandboxed shell

Setup: Start with the Web App template in Coder Mode. Create custom agents for architect, frontend, and backend. Run a parallel workflow with your spec as input. Review generated code in the file browser, run the dev server in the sandboxed shell, preview at localhost.

Coder ModeTemplatesParallel
terminal

IDE Local Copilot

Any Developer

Use Solo as a free, offline coding assistant in VS Code, Cursor, or any IDE — no subscription, no data leaving your machine.

Features: OpenAI-compatible API (localhost:18741/v1) + Qwen 2.5 Coder or DeepSeek R1 local model

Setup: Download Qwen 2.5 Coder (7B for 8GB RAM, 14B for 16GB, 32B for 32GB) from the Model Hub. In your IDE, set the base URL to http://localhost:18741/v1. Start coding — completions, chat, and inline suggestions work exactly like a cloud copilot, but fully local.

OpenAI APILocal ModelIDEPrivacy
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Operations & HR

Process optimization, hiring workflows, and internal communications

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Job Posting Pipeline

HR Manager / Recruiter

Write inclusive job descriptions, then distribute to LinkedIn and your company blog simultaneously.

Features: Crew (Sequential) + Talent Acquisition, Copywriter agents + Knowledge Base (company values) + LinkedIn + Blog channels

Setup: Upload your company values and DEI guidelines as a KB. Sequential crew: Talent Acquisition drafts the role requirements → Copywriter polishes the listing using KB brand voice. Bind LinkedIn and Blog channels. Approve before posting.

CrewLinkedInBlogKnowledge Base
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Performance Review Prep

Engineering Manager / Team Lead

Synthesize self-assessments, peer feedback, and project contributions into structured performance review drafts.

Features: Knowledge Base (feedback docs) + @mention Automation + People Operations Manager, L&D Specialist agents + Local model + PDF output

Setup: Upload self-assessments and peer feedback as a KB (use local model for privacy — sensitive data never leaves your machine). Automation: "@people-ops summarize performance highlights @l-and-d suggest development goals". Export to PDF for the review meeting.

AutomationKnowledge BaseLocal ModelPrivacy
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Meeting Notes to Action Items

Project Manager / Team Lead

Turn meeting transcripts into structured notes with action items, owners, and deadlines — then distribute via Slack.

Features: @mention Automation + Business Analyst, Scrum Master agents + Slack output

Setup: Paste the meeting transcript. Automation: "@business-analyst extract decisions and action items @scrum-master assign owners and suggest deadlines". Output to Slack channel for the team.

AutomationSlack
inventory_2

SOP Documentation

Operations Manager / Process Lead

Document standard operating procedures from informal team knowledge and process notes.

Features: Knowledge Base (process notes) + Crew (Sequential) + Process Optimizer, Technical Writer agents + PDF output

Setup: Upload process notes and informal docs as a KB. Sequential crew: Process Optimizer identifies steps, decision points, and edge cases → Technical Writer formats into a professional SOP document. Export to PDF for the team wiki.

Knowledge BaseCrewPDF
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E-Commerce

Product descriptions, customer engagement, reviews, and inventory insights

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Product Description Writer

E-Commerce Manager

Generate SEO-optimized product descriptions for 50+ new SKUs from a spreadsheet of specs.

Features: Knowledge Base (product specs CSV) + @mention Automation + SEO Specialist, Copywriter agents + Markdown output

Setup: Upload your product spec spreadsheet as a KB. Automation: "@seo-specialist generate target keywords for each product @copywriter write compelling product descriptions using the specs and keywords". Output to Markdown for import into your CMS.

AutomationKnowledge BaseSEO
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Review Response Manager

Customer Success / Brand Manager

Draft thoughtful responses to customer reviews — thank positive reviewers, address negative feedback professionally.

Features: Knowledge Base (product FAQ + return policy) + Crew (Sequential) + Sentiment Analyzer, Social Media Responder agents + Approvals

Setup: Upload your FAQ and policies as a KB. Sequential crew: Sentiment Analyzer classifies the review tone → Social Media Responder drafts a response informed by the KB. Enable approvals — edit tone and specifics before posting each response.

CrewKnowledge BaseApprovals
local_offer

Seasonal Campaign Planner

Marketing Manager / DTC Brand

Plan and execute a holiday campaign across email, social, and blog with coordinated messaging and timing.

Features: Blueprint (Campaign Planning) + Crew (Pipeline) + Demand Generation Manager, Copywriter, Social Media Manager, Email Campaign Builder agents + LinkedIn, Instagram, Email, Blog channels

Setup: Use the Campaign Planning blueprint. Pipeline crew: Demand Generation Manager defines the strategy → Copywriter creates the core message → Social Media Manager and Email Campaign Builder adapt for each channel. Bind all 4 channels. Schedule staged delivery: teaser (week 1), launch (week 2), reminder (week 3).

BlueprintMulti-ChannelScheduled
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Sales Data Deep Dive

E-Commerce Analyst

Query your sales database to identify top sellers, slow movers, and seasonal patterns — then email a weekly summary to the buying team.

Features: MySQL or PostgreSQL persona + Crew (Sequential) + Data Analyst, Supply Chain Analyst agents + Email channel + Weekly cron

Setup: Create a database persona with read-only access to your sales DB. Sequential crew: Data Analyst queries sales by SKU, region, and time period → Supply Chain Analyst flags restock needs and slow movers. Bind Email. Weekly cron on Monday at 7 AM.

DatabaseCrewEmailScheduled

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