core/docs/automation-use-cases.md
Manik Aggarwal ff8fd1c985 docs: add automation workflow use cases for different personas
This commit adds documentation with 5 high-impact automation workflow use cases for each persona (Founder, Product Manager, Developer, Sales) using the specified integrations.

🤖 Generated with [Claude Code](https://claude.ai/code)

Co-Authored-By: Claude <noreply@anthropic.com>
2025-07-16 07:43:51 +00:00

3.8 KiB

Automation Workflow Use Cases

Persona-Based Automation Workflows

This document outlines high-impact automation workflows for different personas using our supported integrations: Slack, Github, Google Drive, Linear, Calendar, Claude Code, and Gmail.

Rule Name Description Persona Integrations Importance
Code Review Prioritizer Automatically prioritize and assign code reviews based on PR size, dependencies, and team availability Developer Github, Slack, Calendar 9.7
PR to Deployment Tracker Track PRs from submission to deployment, notifying stakeholders at each stage with estimated completion times Developer Github, Slack, Linear 9.5
Standup Automator Collect daily updates from commit messages and Linear tasks, post summaries to team Slack channel before standups Developer Github, Linear, Slack 9.3
Technical Debt Tracker Auto-identify technical debt from code comments and Linear tickets, creating weekly summaries with prioritization suggestions Developer Github, Linear, Slack 9.2
Code Documentation Generator Use Claude Code to auto-generate documentation from code changes, adding to Google Drive knowledge base Developer Github, Claude Code, Google Drive 9.1
Sprint Planning Assistant Collect Linear backlog items, analyze GitHub PRs, and create pre-populated sprint planning documents Product Manager Linear, Github, Google Drive 9.8
Feature Impact Dashboard Track feature usage metrics from analytics, connect to Linear tickets, and generate impact reports Product Manager Linear, Gmail, Google Drive 9.6
Customer Feedback Connector Route customer feedback from Gmail to appropriate Linear tickets and notify product team in Slack Product Manager Gmail, Linear, Slack 9.5
Release Notes Automator Generate release notes from Linear tickets and GitHub PRs, distribute via Slack and email Product Manager Linear, Github, Slack, Gmail 9.4
Meeting Effectiveness Tracker Monitor calendar events, auto-document action items in Linear, and track follow-through Product Manager Calendar, Linear, Slack 9.2
Investor Update Compiler Aggregate key metrics from various sources into monthly investor update templates Founder Google Drive, Linear, Gmail 9.9
Competitive Intelligence Monitor Monitor competitor activities from various sources, creating summaries with Claude Code Founder Gmail, Claude Code, Google Drive 9.7
Strategic Alignment Tracker Connect company OKRs to actual work items in Linear, creating executive dashboards Founder Linear, Google Drive, Slack 9.6
Board Meeting Automator Collect data for board meetings, pre-populate slides, and send reminders with preparation materials Founder Calendar, Google Drive, Gmail 9.5
Team Pulse Monitor Analyze communication patterns and work distribution to identify burnout risks Founder Slack, Github, Linear 9.3
Deal Stage Progression Move deals through pipeline stages based on email interactions and scheduled meetings Sales Gmail, Calendar, Slack 9.8
Proposal Generator Auto-generate customized proposals using templates and client-specific data Sales Google Drive, Gmail, Claude Code 9.7
Meeting Follow-up Orchestrator Schedule and personalize follow-ups based on meeting notes and conversation topics Sales Calendar, Gmail, Slack 9.6
Competitive Deal Intelligence Alert sales team when competitors are mentioned in prospect communications Sales Gmail, Slack, Claude Code 9.4
Customer Success Handoff Automate post-sale transition with documentation, training materials, and onboarding schedules Sales Gmail, Google Drive, Calendar 9.3