UC.CAT—USE CASES8 USE CASES

Documents, Proposals & Business Ops

Generate proposals, presentations, and spreadsheets from chat. Track quotes to cash.

8 use cases in this category

Create a custom proposal for a client, brand it with your logo, and have the AI email it to them — all in one chat.

Generate branded PPTX files from a chat prompt. No design skills needed for client pitches or internal reviews.

Generate custom sales reports in XLSX/CSV files with just a chat command—no Excel skills needed.

A searchable knowledge base that answers customer questions automatically, reducing support time and improving satisfaction.

Turn quotes into payments in minutes. No manual invoices, no delays. Perfect for plumbers, dentists, and roofers.

Upload contracts or spec sheets once, and your AI agent will find them instantly. No more hunting for files or missing deadlines.

Route simple FAQs to a cheap model and let the strong model handle proposal writing — all invisible to your clients.

See all your leads, calls, and content in one place. Get a quick daily update without juggling apps.

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