Skip to content
Use case library

What will you hand off first?

A library of everyday tasks people can give Odin, organized by team. Each one shows the ask, the mode and what you get back.

Illustrative examples

These scenarios are examples of the kinds of tasks Odin can help with. They are not customer stories, and results depend on your software, your access and your instructions. Odin pauses for passwords, payments and other sensitive steps in every scenario.

Operations

Keep the machine running without living in spreadsheets.

  • Act

    Weekly status roll-up

    “Collect this week’s updates from the project board and write the status summary in our template.”

    Result: A formatted summary with blockers highlighted, saved where the team expects it.

  • Act

    Vendor portal check-ins

    “Log into each supplier portal, download new invoices and file them in the right folders.”

    Result: Every invoice downloaded, renamed to your convention and filed.

  • Guide

    New tool setup

    “Show me how to set up approval rules in our new procurement tool.”

    Result: Step-by-step highlights on your own screen until the rules are live.

Finance

Fewer late nights at month end.

  • Act

    Bank matching

    “Import last month’s statement and match transactions, leaving anything unclear for me.”

    Result: Matched lines and a short list of exceptions for review.

  • Act

    Expense clean-up

    “Attach receipts from the Receipts folder to each unmatched expense.”

    Result: Receipts attached and missing ones listed.

  • Guide

    Report you run once a year

    “Walk me through exporting the annual summary for our accountant.”

    Result: The export done correctly, by you, without hunting through menus.

Sales

More time with buyers, less time in the CRM.

  • Act

    Post-call updates

    “Log my notes from today’s calls, update stages and draft recap emails.”

    Result: CRM records current and recap drafts waiting in your outbox.

  • Act

    Meeting brief

    “Build a one-page brief for tomorrow’s meeting from the CRM and the company website.”

    Result: Stakeholders, history and talking points in one document.

  • Guide

    Learning the new CPQ

    “Show me how to build a multi-year quote.”

    Result: Your first quote built confidently, step by step.

Marketing

From approved idea to published work.

  • Act

    Blog publishing

    “Publish the approved draft with images, alt text and SEO fields.”

    Result: The post staged or live, formatted correctly.

  • Act

    Social scheduling

    “Schedule next week’s posts from the content calendar on each network.”

    Result: Posts queued with the right image sizes and links.

  • Guide

    Analytics walkthrough

    “Show me where to find which pages lost traffic this month.”

    Result: The report found, with each filter explained.

Customer support

Faster answers, happier customers.

  • Act

    Routine ticket resolution

    “For each password-reset ticket, verify the account in the admin panel and draft the reply.”

    Result: Replies drafted with each account checked.

  • Act

    Refund preparation

    “Prepare refunds that meet our policy and leave them for my approval.”

    Result: Refunds ready to confirm with one click each.

  • Guide

    Training a new agent

    “Walk the new teammate through handling an escalation.”

    Result: A guided run-through on their own screen.

IT

Requests closed in minutes.

  • Act

    New hire setup

    “Create accounts, add groups and assign licenses for the new hire, following our runbook.”

    Result: Accounts ready and the checklist attached to the ticket.

  • Act

    License review

    “List licenses that have not been used in sixty days.”

    Result: A review-ready list for reclamation.

  • Guide

    VPN for a colleague

    “Guide me through installing and connecting the VPN.”

    Result: Connected, without a support call.

People and recruiting

More time for people, less for paperwork.

  • Act

    Candidate scheduling

    “Find times with the interview panel and send invitations to shortlisted candidates.”

    Result: Interviews booked and calendars updated.

  • Act

    Onboarding paperwork

    “Create the new starter’s profile in the HR system from the signed offer.”

    Result: Profile created with every required field.

  • Guide

    Benefits portal

    “Show me how to update my benefit selections.”

    Result: Selections updated by you, with every step explained.

Everyday life

The life admin nobody enjoys.

  • Act

    Subscription audit

    “Go through my statements and list every recurring subscription.”

    Result: A clear list with amounts and renewal dates.

  • Act

    Travel planning

    “Compare flights for these dates and put the best three options in a note.”

    Result: Options laid out side by side; booking waits for you.

  • Guide

    New phone settings

    “Show me how to back up my photos on this computer.”

    Result: Backup set up, one highlighted step at a time.

Questions

Using the library.

Can I copy these instructions?

Yes. Use any of them as a starting point and adapt the details to your own apps and rules.

What if my task is not here?

If you can do it on your screen, Odin can probably help. Describe it in plain language and choose Act or Guide.

How do I share a workflow that works for me?

We would love to hear it. Join the community and tell us about it.

Join the community →

Your move

Pick one. Press the key.

Download Odin and try the first task from this list in the next five minutes.