Use cases
Six jobs your agents are built to do.
Not someday, not “AI in general.” Six concrete jobs a Helm agent is built to do — qualifying leads, clearing support, shipping reports, briefing the market, prepping meetings, and triaging candidates — each assembled from real integrations.
Use case 01
Qualify every inbound lead before sales touches it
New leads pour into the inbox faster than anyone can vet them. Reps waste hours on tire-kickers while hot leads cool. Nobody has time to enrich every contact before the first reply.
How the agent does it
- Watches the inbound mailbox in Gmail for new lead emails (runs on demand or on a fixed interval).
- Uses your chosen model (GPT-4o / Claude / Gemini) with a "lead qualifier" persona to score fit and intent from the message.
- Enriches and writes the lead — score, summary, next step — straight into HubSpot or Salesforce.
- Drops a note in Slack so the right rep sees qualified leads only.
- Every step is in the audit trail and live activity feed, so you can see exactly why a lead was scored the way it was.
Integrations used
Sales only touches leads worth touching — qualified, enriched, and routed before anyone opens the inbox.
Use case 02
Clear the support queue before you wake up
Tickets and messages arrive across email, Slack, and your help desk at all hours. Customers wait. The first reply is often the slowest part, and triage eats the morning.
How the agent does it
- Reads incoming messages from Gmail, Slack, and Zendesk.
- Uses your model with a "support triage" persona to categorize, set priority, and identify what each message needs.
- Drafts a reply in the right tone, pulling context the agent carries in memory between runs.
- Leaves the draft for one-click human send (or routes/escalates the ones that need a person).
- Logs every triage decision and draft to the audit trail for review.
Integrations used
You walk in to a triaged queue with replies already drafted — not a cold backlog.
Use case 03
Ship the weekly ops & revenue digest automatically
The weekly numbers live in three places, and someone has to remember to pull, summarize, and post them. It's an hour of copy-paste that always lands late and never on a holiday.
How the agent does it
- Runs on a fixed interval (e.g. every Monday morning) — no one has to remember.
- Pulls the latest figures from Google Sheets.
- Uses your model with a "report writer" persona to summarize trends, deltas, and callouts.
- Writes the digest into a Notion page and posts the highlights to Slack.
- Each run is recorded in the audit trail, so you can trace any number back to its source.
Integrations used
A consistent, on-time digest every week — without anyone owning the chore.
Use case 04
Wake up to a competitor & news brief
Competitor moves and category news break across dozens of sources. Keeping up is a daily time sink, and the important signal gets lost in the noise.
How the agent does it
- Runs on a fixed interval (e.g. each morning).
- Uses your model with web/news search tools to gather mentions of named competitors and category keywords.
- Filters and summarizes the meaningful items, dropping the noise.
- Posts a tight brief to Slack and archives the full version in Notion for the record.
- Every run's sources and output land in the audit trail.
Integrations used
A scannable market brief waiting for you each morning — signal, not noise.
Use case 05
Walk into every meeting prepped
Back-to-back meetings leave no time to prep. You join calls not remembering the last thread, the open action items, or who the person even is.
How the agent does it
- Reads the day's Google Calendar events on a fixed interval (e.g. early each morning).
- For each meeting, the model gathers context — recent Gmail threads with the attendees and relevant Notion notes.
- Writes a short prep brief per meeting: who, last touchpoint, open items, suggested talking points.
- Delivers the briefs to your inbox or a Notion page before the day starts.
- The run is fully logged in the audit trail.
Integrations used
You join every call already up to speed — no scramble in the two minutes before.
Use case 06
Triage candidates and keep follow-ups moving
Applications arrive faster than you can read them, strong candidates wait days for a reply, and scheduling is a back-and-forth black hole. Good people drop off before you ever respond.
How the agent does it
- Reads new applications and candidate emails from Gmail.
- Uses your model with a "recruiter screen" persona to summarize each candidate against the role and flag the strong fits.
- Drafts a tailored follow-up (advance, hold, or politely pass) for one-click send.
- Proposes interview slots from your Google Calendar availability.
- Records each screening decision in the audit trail for a clean, reviewable hiring record.
Integrations used
Every applicant gets a timely, considered response — and your best candidates don't go cold.
1,000+ integrations
All built from tools you already use.
Every use case above runs on integrations from our 1,000+ catalog — Gmail, Slack, HubSpot, Notion, Google Calendar and hundreds more.
- Gmail
- SSlack
- HubSpot
- SSalesforce
- Notion
- Google Sheets
- Google Calendar
- Zendesk
Get started
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