USE CASES

Put agents to work
on something real.

From a quote that needs pricing context to a report that needs five sources. Find a starting point, then shape it around your business.

31 workflow examples9 teamsConnect via MCP & API

Showing all 31 use cases

FinanceEXAMPLE OUTPUT
Service fee$42,000 matched
Materials$4,480 matched
Freight$1,780 needs review
Finance

Review invoice exceptions

Compare invoices with purchase orders and policy, then give the reviewer a clear explanation of what differs.

QuickBooksNetSuiteSAP+ more
Record checksExplore workflow
FinanceEXAMPLE OUTPUT
Bank reconciliationEvidence attached
Accrual supportOwner reviewing
Final sign-offController required
Finance

Coordinate the month-end close

Keep the close checklist, supporting records and open questions together so the team knows what still needs attention.

QuickBooksNetSuiteSAP+ more
Task coordinationExplore workflow
FinanceEXAMPLE OUTPUT
Incoming request

12 days overdue

Invoice INV-31812 days overdue
Payment statusNo receipt recorded
Next stepReminder ready for review
Finance

Prepare overdue invoice follow-ups

Bring payment status, account history and collection rules into a reminder the account owner can review.

QuickBooksNetSuiteSAP+ more
Messages & repliesExplore workflow
FinanceEXAMPLE OUTPUT
Travel receiptAmount matched
Software chargeReceipt missing
Team mealPolicy review needed
Finance

Match expenses to their evidence

Match transactions with receipts and expense rules, then bring the gaps to the finance team.

QuickBooksNetSuiteSAP+ more
Record checksExplore workflow
FinanceEXAMPLE OUTPUT
Period reviewSignals worth a closer look.
Analytics toolsPossible overlap
Workspace seats8 seats unused
Next renewalOwner review requested
Finance

Find subscription spend worth reviewing

Compare recurring charges, seat usage and tool ownership to spot duplicate spend and renewal questions.

QuickBooksNetSuiteSAP+ more
Reporting & analysisExplore workflow
SalesEXAMPLE OUTPUT
Replacement kits20 × $240
Standard delivery$120
Requested discountManager approval
Sales

Turn an RFQ into a quote draft

Gather customer, inventory and pricing context to prepare a quote with exceptions already explained.

SalesforceGoogle WorkspaceSlack+ more
Record checksExplore workflow
SalesEXAMPLE OUTPUT
Incoming request

Reduce manual handoffs

Customer goalReduce manual handoffs
Open questionDeployment requirements
Next stepTechnical session draft
Sales

Turn a sales call into the next step

Bring the recap, open questions and agreed actions into a follow-up the rep can send.

SalesforceGoogle WorkspaceSlack+ more
Messages & repliesExplore workflow
SalesEXAMPLE OUTPUT
ContextReviewNext step
New requestAccount matched
TerritoryNortheast
OwnerRouting recommendation
Sales

Route new leads with the right context

Match an incoming inquiry to an account, territory and owner so the next conversation starts informed.

SalesforceGoogle WorkspaceSlack+ more
Routing & handoffsExplore workflow
SalesEXAMPLE OUTPUT
WORKING DRAFTGet ready before a contract renewal
Renewal date60 days away
Account signalsUsage and support reviewed
Owner packetDraft ready
Sales

Get ready before a contract renewal

Bring usage, support history and contract terms into a renewal brief before the conversation begins.

SalesforceGoogle WorkspaceSlack+ more
Research & draftsExplore workflow
OperationsEXAMPLE OUTPUT
Delay detectedOrder SO-48112
Reply pendingCheckpoint retained
Revised planOwner review
Operations

Keep an order moving through a supplier delay

Retain the order context while waiting for a supplier reply, then prepare the next step when it arrives.

SAPInforMicrosoft Teams+ more
Monitoring & follow-throughExplore workflow
OperationsEXAMPLE OUTPUT
Vendor profileReceived
Tax documentAttached
Payment setupFinance verification
Operations

Gather what a new vendor needs

Coordinate vendor documents, policy checks and owner approvals in one onboarding record.

SAPInforMicrosoft Teams+ more
Task coordinationExplore workflow
OperationsEXAMPLE OUTPUT
ContextReviewNext step
RequestNew equipment
Budget contextOwner identified
Approval pathDepartment manager
Operations

Prepare purchase requests for approval

Bring the business need, budget context and purchasing policy into a complete approval request.

SAPInforMicrosoft Teams+ more
Routing & handoffsExplore workflow
OperationsEXAMPLE OUTPUT
ContextReviewNext step
DecisionProceed with pilot
OwnerProject lead
Next actionConfirm test scope
Operations

Turn meeting decisions into tracked actions

Capture what was decided, who owns it and what happens next, with the meeting evidence attached.

SAPInforMicrosoft Teams+ more
Routing & handoffsExplore workflow
SupportEXAMPLE OUTPUT
Incoming request

Delivery update

Customer questionDelivery update
ContextOrder and carrier found
ResponseDraft for review
Support

Give incoming support cases a head start

Gather account and product history, then prepare a response or route the case to the right specialist.

SalesforceSlackNotion+ more
Messages & repliesExplore workflow
SupportEXAMPLE OUTPUT
Case historyThree attempts recorded
ImpactOrder processing blocked
HandoffSpecialist packet ready
Support

Hand off escalations with the full story

Bring urgency, previous attempts and technical evidence together before the case changes hands.

SalesforceSlackNotion+ more
Monitoring & follow-throughExplore workflow
SupportEXAMPLE OUTPUT
WORKING DRAFTTurn resolved cases into knowledge drafts
Recurring questionDelivery rescheduling
Existing articleGap identified
Article draftEditor review
Support

Turn resolved cases into knowledge drafts

Find recurring questions in resolved cases and draft help content from the actual resolution.

SalesforceSlackNotion+ more
Research & draftsExplore workflow
People & HREXAMPLE OUTPUT
Welcome emailPrepared
Equipment requestReady for IT
System accessManager approval
People & HR

Coordinate a new hire's first week

Prepare equipment, paperwork and the first-week schedule while access approvals stay with the manager.

Microsoft TeamsGoogle WorkspaceNotion+ more
Task coordinationExplore workflow
People & HREXAMPLE OUTPUT
Incoming request

Where is the leave policy?

QuestionWhere is the leave policy?
SourceEmployee handbook
AnswerPolicy section attached
People & HR

Answer routine HR questions from policy

Find the relevant policy, prepare a sourced answer and route sensitive questions to People.

Microsoft TeamsGoogle WorkspaceNotion+ more
Messages & repliesExplore workflow
People & HREXAMPLE OUTPUT
People confirmationRecorded
Access reviewIT owner assigned
File ownershipTransfer approval
People & HR

Prepare a coordinated offboarding plan

Bring access, equipment and ownership tasks into a timed checklist for the authorized teams.

Microsoft TeamsGoogle WorkspaceNotion+ more
Task coordinationExplore workflow
MarketingEXAMPLE OUTPUT
WORKING DRAFTKeep up with meaningful competitor changes
Pricing pageTerms changed
ChangelogFeature added
BriefingSources attached
Marketing

Keep up with meaningful competitor changes

Compare public product and pricing pages with the prior snapshot and summarize what actually changed.

SalesforceGoogle WorkspaceNotion+ more
Research & draftsExplore workflow
MarketingEXAMPLE OUTPUT
WORKING DRAFTBuild content briefs from real customer questions
Reader questionHow do approvals work?
EvidenceProduct facts and examples
BriefOutline ready
Marketing

Build content briefs from real customer questions

Bring audience questions, product facts and approved positioning into a brief writers can use.

SalesforceGoogle WorkspaceNotion+ more
Research & draftsExplore workflow
MarketingEXAMPLE OUTPUT
Period reviewSignals worth a closer look.
Spend pacingCompared with plan
ConversionsTracking checked
Next stepOwner recommendations
Marketing

Prepare a campaign performance review

Bring spend, conversions and attribution definitions into a review that explains what needs attention.

SalesforceGoogle WorkspaceNotion+ more
Reporting & analysisExplore workflow
EngineeringEXAMPLE OUTPUT
ContextReviewNext step
Change scopeAPI validation
Test evidenceCI results attached
ReviewTwo questions to resolve
Engineering

Prepare a pull request review brief

Summarize the change, examine test evidence and give reviewers a focused set of questions.

GitHubSlackNotion+ more
Routing & handoffsExplore workflow
EngineeringEXAMPLE OUTPUT
WORKING DRAFTKeep documentation aligned with code changes
Code changeConfiguration updated
Affected docsSetup guide
PatchOwner review
Engineering

Keep documentation aligned with code changes

Find documentation affected by a change and prepare a reviewed update with code references.

GitHubSlackNotion+ more
Research & draftsExplore workflow
EngineeringEXAMPLE OUTPUT
Version changeRelease notes reviewed
CompatibilityMigration checked
ValidationResults for maintainer
Engineering

Prepare dependency updates with test evidence

Bring release notes, compatibility concerns and validation results into a dependency update proposal.

GitHubSlackNotion+ more
Task coordinationExplore workflow
Data & AnalyticsEXAMPLE OUTPUT
Period reviewSignals worth a closer look.
Weekly ordersCompared with prior week
Data windowComplete
BriefSource queries attached
Data & Analytics

Build a weekly metrics brief

Gather agreed metrics and explain the changes with definitions and source data attached.

NetSuiteSalesforceGoogle Workspace+ more
Reporting & analysisExplore workflow
Data & AnalyticsEXAMPLE OUTPUT
Required fieldsThree gaps found
Duplicate IDsReview needed
Correction planData owner approval
Data & Analytics

Surface data quality issues before they spread

Check agreed validation rules and prepare a focused list of records the data owner should review.

NetSuiteSalesforceGoogle Workspace+ more
Record checksExplore workflow
Data & AnalyticsEXAMPLE OUTPUT
Orders tableFreshness checked
Load jobFailure evidence
AlertData engineer handoff
Data & Analytics

Monitor data pipeline health

Bring freshness, job results and schema changes into an alert with evidence for the data team.

NetSuiteSalesforceGoogle Workspace+ more
Monitoring & follow-throughExplore workflow
Security & ITEXAMPLE OUTPUT
ContextReviewNext step
ApplicationReporting workspace
Recommended scopeRead-only
DecisionApplication owner
Security & IT

Prepare access requests for the right approver

Match the request to role, purpose and access policy before it reaches the approver.

GitHubMicrosoft TeamsGoogle Workspace+ more
Routing & handoffsExplore workflow
Security & ITEXAMPLE OUTPUT
Incoming request

Mismatch flagged

Sender detailsMismatch flagged
Link evidenceSafe tool review
Security briefOwner decision
Security & IT

Give reported suspicious emails a first review

Gather observable email indicators and prepare an evidence-based handoff to security.

GitHubMicrosoft TeamsGoogle Workspace+ more
Messages & repliesExplore workflow
Security & ITEXAMPLE OUTPUT
WORKING DRAFTDraft security questionnaire answers from evidence
Access controlsPolicy cited
Data retentionOwner confirmation
Response packReview required
Security & IT

Draft security questionnaire answers from evidence

Use the approved answer library and current policies to prepare responses and flag the gaps.

GitHubMicrosoft TeamsGoogle Workspace+ more
Research & draftsExplore workflow

These are workflow examples to build with Corin. Connected systems, permissions and approval steps are configured for your environment.

OPEN SOURCE AT THE CORE

Start with one workflow. Make it yours.

Give Corin your procedures, connected context and approval rules. Review the agent team, then put it to work.