# Use Cases

Globster is by monday.com.

Choose an example and adapt it to your connected apps, permissions, and team process.

### Walk into Every Call Prepared.

Department: Sales.

Bring account history, open deals, and the next conversation into one brief.

Example prompt: Before my next customer meeting, pull the account history and open opportunities into a short prep brief.

1. Find the meeting and account.
2. Gather recent activity and open opportunities.
3. Prepare talking points and questions.

### Get the Campaign Picture.

Department: Marketing.

Turn scattered performance data into a weekly report your team can act on.

Example prompt: Every Friday, bring our campaign results together and draft a report with the changes that matter.

1. Collect the campaign metrics.
2. Compare results and flag changes.
3. Prepare a weekly summary for the team.

### Make Day One Feel Ready.

Department: HR.

Coordinate the checklist, owners, and welcome for every new teammate.

Example prompt: When a new starter is approved, prepare their first-week checklist and a welcome message for the team.

1. Read the approved starter details.
2. Create onboarding tasks with owners and dates.
3. Prepare the team welcome.

### Keep Invoices Moving.

Department: Finance.

Find overdue invoices and prepare a thoughtful follow-up for each customer.

Example prompt: Check our overdue invoices and draft a reminder for each customer using their payment history.

1. Find invoices past their due date.
2. Check the customer and payment context.
3. Draft reminders for your review.

### Unblock the Right People.

Department: IT.

Give access approvers the request, context, and next step in one place.

Example prompt: Gather incoming access requests, check what information is missing, and route each one to its approver.

1. Collect incoming access requests.
2. Check the required details.
3. Route the request to the responsible approver.

### Give Meetings a Next Step.

Department: Operations.

Turn notes into clear actions, owners, and follow-through.

Example prompt: After our weekly meeting, turn the notes into action items with owners and due dates for review.

1. Read the meeting notes.
2. Extract decisions, actions, and named owners.
3. Prepare the task list and team update.

### Start with a Helpful Answer.

Department: Customer Support.

Bring the ticket, customer history, and relevant guidance into a reply draft.

Example prompt: For each new support request, find the relevant help articles and draft a reply for our team to review.

1. Read the request and customer context.
2. Find relevant guidance in the knowledge base.
3. Prepare a sourced reply for review.

### See Renewals Coming.

Department: Legal.

Keep contract dates and owners visible before a renewal becomes urgent.

Example prompt: Each week, check upcoming contract renewals and prepare a reminder for each contract owner.

1. Read the contract renewal register.
2. Find dates inside the reminder window.
3. Prepare owner reminders with the contract links.

### Review Your Day in One Place.

Department: Operations.

Read a morning summary of meetings, outstanding tasks, and updates from your team.

Example prompt: Each weekday morning, summarize my calendar, open tasks, and updates from the team channels I select. Link to the original items.

1. Check today’s meetings and existing tasks.
2. Read updates from the selected channels.
3. Prepare a brief with priorities and source links.

### Prepare the Project Update.

Department: Operations.

Collect progress and blockers from your project board before the weekly check-in.

Example prompt: Prepare a weekly update from our project board. List completed work, blocked items, and decisions that need an owner.

1. Read the selected board and recent updates.
2. Group changes by progress, blockers, and decisions.
3. Draft a team update with links to each item.

### Follow Up After the Meeting.

Department: Sales.

Use meeting notes and account context to draft a relevant customer follow-up.

Example prompt: Draft a follow-up for this customer meeting. Use my notes and the account record, and include only commitments we actually made.

1. Read the notes and account record.
2. Identify agreed actions and unanswered questions.
3. Draft an email for review.

### Review Deals That Need Attention.

Department: Sales.

Find opportunities with missing next steps or overdue activity in your CRM.

Example prompt: Review our open opportunities. Flag deals without a next step or with an overdue follow-up, and prepare a list for the sales meeting.

1. Read opportunity stages and activity dates.
2. Check next steps against the team’s review criteria.
3. Summarize flagged deals with record links.

### Plan the Next Content Calendar.

Department: Marketing.

Turn approved campaign themes and dates into a publishing plan for review.

Example prompt: Use our approved campaign brief to draft next month’s content calendar. Include the channel, owner, and review date for each item.

1. Read the campaign brief and existing calendar.
2. Suggest a schedule around the agreed dates.
3. Prepare the plan with gaps marked for review.

### Draft the Customer Newsletter.

Department: Marketing.

Bring approved product updates and articles into one email draft.

Example prompt: Draft our monthly customer newsletter from these approved release notes and articles. Keep each summary short and link to the source.

1. Read the selected updates and articles.
2. Group items around the customer’s needs.
3. Draft the newsletter for editorial review.

### Prepare an Account Review.

Department: Customer Support.

Summarize recent conversations, unresolved requests, and agreed next steps for a customer.

Example prompt: Prepare an account review using this customer’s CRM record and support conversations. Call out unresolved issues and commitments with source links.

1. Collect the selected customer records.
2. Identify open questions and commitments.
3. Prepare a review brief for the account owner.

### Spot Recurring Support Questions.

Department: Customer Support.

Group recent requests by topic so your team can update guidance and prioritize fixes.

Example prompt: Review this week’s support requests. Group repeated questions, count the examples, and suggest which help articles need an update.

1. Read requests from the selected period.
2. Group similar questions and retain examples.
3. Draft a summary and proposed documentation tasks.

### Coordinate Interview Times.

Department: HR.

Compare calendar availability and prepare invitations for an agreed interview panel.

Example prompt: Find available times for this interview panel next week and draft an invitation using the interview details I provide.

1. Read the panel’s available calendar slots.
2. Compare times with the supplied candidate availability.
3. Draft an invitation for confirmation.

### Prepare a Team Handover.

Department: HR.

Organize current responsibilities, documents, and open work before a teammate goes on leave.

Example prompt: Use these project boards and documents to prepare a handover for my leave. List open items, suggested cover, and links that the team will need.

1. Collect the selected responsibilities and tasks.
2. Group open work by project and deadline.
3. Draft a handover with cover assignments to confirm.

### Find Missing Expense Details.

Department: Finance.

Compare an expense sheet with submitted receipts and flag incomplete entries.

Example prompt: Check this expense sheet against the receipts in our shared folder. List entries with missing receipts or amounts that do not match.

1. Read the expense sheet and supplied receipts.
2. Compare amounts and required details.
3. Prepare exceptions for the finance team to review.

### Draft Answers from Approved Guidance.

Department: IT.

Use your organization’s security documents to prepare questionnaire answers with sources.

Example prompt: Draft answers to this security questionnaire using only our approved security documents. Cite each source and leave unsupported answers for the owner.

1. Read the questionnaire and approved documents.
2. Match questions to documented information.
3. Draft sourced answers and flag missing evidence.

### Organize Customer Feedback.

Department: Product.

Group feedback by topic and link each theme to the original customer comment.

Example prompt: Group this month’s customer feedback by product area. Include representative comments and distinguish requests from reported bugs.

1. Read feedback from the selected sources.
2. Group related comments without losing their context.
3. Prepare a theme summary with source links.

### Prepare Release Notes.

Department: Product.

Turn completed work into a draft of customer-facing changes for the product team.

Example prompt: Draft release notes from the completed items on this board. Separate customer-visible changes from internal work and flag anything that needs confirmation.

1. Read completed work and linked specifications.
2. Identify changes relevant to customers.
3. Draft notes for product and engineering review.

### Document a Browser Issue.

Department: Engineering.

Give the agent a reported issue and ask it to record reproducible steps in your test environment.

Example prompt: Try to reproduce this reported issue in the test site I provide. Record the steps, expected behavior, and what you observe.

1. Read the issue and supplied test instructions.
2. Try the relevant browser flow.
3. Summarize observations and steps for an engineer.

### Prepare a Release Checklist.

Department: Engineering.

Use a feature brief and acceptance criteria to draft checks for the next release.

Example prompt: Prepare a QA checklist from this feature brief and its acceptance criteria. Include normal flows, error states, and items that need a manual check.

1. Read the brief and acceptance criteria.
2. Map requirements to concrete checks.
3. Draft a checklist for the release owner.

[Browse use cases](https://globster.ai/use-cases/)