Use cases
Four everyday jobs for an agent with a to-do list.
Each one follows the same pattern: the agent writes tasks down as it works, keeps them current, and people check the list instead of the chat history.
Sales follow-ups
Deals slip when follow-ups live in someone's memory or a chat thread. An assistant that drafts emails and summarizes calls can also keep the list of who needs what, and by when.
How it runs
- 1
After each call, the agent adds the follow-up with the prospect's name, the next step, and a due date.
- 2
Each morning, it pulls the follow-ups due today and drafts what's needed.
- 3
When you send something, it marks the task done. Overdue items stay at the top until they're handled.
Every commitment you make on a call ends up on a list you can see, not in a transcript you'll never reread.
Things to ask your agent
- “What follow-ups are overdue?”
- “Add a task to send Harbor Dental the revised quote by Thursday.”
- “Add a follow-up for each call I had today.”
What ends up on the list
- Send pricing to Harbor Dental
- Confirm Thursday demo with Ortega Logistics
- Check in on the Bright Path renewal
Sample tasks.
Business operations
Recurring work, like month-end close, license renewals, and vendor checks, follows the same checklist every time. The checklist is the easy part. Knowing what's actually done this month is the hard part.
How it runs
- 1
The agent creates this period's checklist as a new list, with owners and due dates.
- 2
It works through the tasks it can handle and marks them complete as it goes.
- 3
Tasks waiting on a person are marked blocked, with the reason, so they surface in the web view.
The operations lead opens one list and sees exactly where the month stands.
Things to ask your agent
- “Start the month-end close checklist.”
- “What's blocked, and who is it waiting on?”
- “Mark the vendor reconciliation done and tell me what's left.”
What ends up on the list
- Reconcile vendor invoices
- Renew expiring software licenses
- Send monthly metrics to leadership
Sample tasks.
Project coordination
A project plan written by an agent in one session is useless if the next session can't find it. Milestones and assignments need a home that outlives the conversation.
How it runs
- 1
The agent breaks the project into tasks in one step, grouped in a list for the project.
- 2
It assigns tasks to people or to itself, with priorities and due dates.
- 3
As work lands, it updates status. Anyone can check progress without asking for a recap.
The plan stays current because the agent that does the work is also the one that updates it.
Things to ask your agent
- “Break the website refresh into tasks and give each one an owner.”
- “What's still open before Friday's milestone?”
- “Move the screenshot task to Marcus and mark it high priority.”
What ends up on the list
- Draft new homepage copy · Priya
- Collect product screenshots
- Review staging site before launch
Sample tasks.
Personal productivity
A personal AI assistant is most useful when it remembers what you asked it to keep track of last week, not just in this chat.
How it runs
- 1
Tell your assistant about errands, deadlines, and reminders as they come up. It writes them down.
- 2
Ask what matters today, and it answers from your actual list.
- 3
Check things off by telling the assistant, or tick them off yourself in the web view.
One list that you and your assistant both trust, wherever you talk to it.
Things to ask your agent
- “Add renewing my passport, due before the end of the month.”
- “What's the most important thing on my list today?”
- “I booked the dentist. What's next?”
What ends up on the list
- Renew passport · due Friday
- Book dentist appointment
- Reply to the landlord about the lease
Sample tasks.
Give your agents a place to get things done.
Stop losing track of work between conversations. Give your AI agents a persistent to-do list.