19.9 · Thư viện use case theo 12 ngành

Cách đọc bài này

1. Tìm section phù hợp role của bạn (hoặc gần nhất)
2. Copy brief template
3. Adapt với context công ty/team
4. Chạy thử với file sandbox
5. Nếu work → move vào Project thật, skill-ify nếu lặp lại

Mỗi use case theo format:

### [Role]: [Use case name]

**Pain point:** Mô tả cụ thể pain
**Brief template:** Copy-paste-ready brief
**Tools needed:** File / Browser / Connectors cần setup
**Output:** Format kết quả  
**ROI:** Thời gian tiết kiệm
**Level:** 1 / 2 / 3

Sales

1. Weekly Sales Review

Pain point: Mỗi thứ Sáu tốn 2-3 giờ tổng hợp deal của 10-15 rep, check CRM, đọc Slack, viết weekly summary cho VP Sales.

Brief template:

Tôi là Sales Manager. Cần weekly sales review cho VP Sales gửi
trước 5pm thứ Sáu.

Input:
- CRM (HubSpot/Salesforce connector): deal closed/updated tuần này
- Slack #sales-ops: discussions tuần
- File /sales/forecasts/current-quarter.xlsx
- Memory: team roster 12 rep, VP preferred format

Task:
- Tổng hợp: deal won/lost theo rep, theo segment, theo deal size
- Identify 3 insights (trend mới, rep cần attention, segment opportunity)
- Flag blocker/risk cho Q đang chạy
- Proposed action cho tuần tới

Done looks like:
- weekly-review-YYYY-MM-DD.docx 1 trang
- Draft email trong Gmail, addressed to VP, subject "Weekly Sales Review: [date]"
- KHÔNG gửi, tôi review trước

Constraints: không expose individual rep performance bằng số cụ thể
— chỉ top-level (top 3, bottom 3). Protect privacy.

Tools: HubSpot/Salesforce, Slack, Gmail, File Output: .docx + email draft ROI: 2.5h → 20 phút Level: 2

2. Account Prep cho Sales Call

Pain point: Prep cho mỗi sales call tốn 30-45 phút — research công ty, check interaction history, prepare talking points.

Brief template:

Tôi có sales call với [Company Name] ngày [date] về [topic].

Input:
- CRM: all interactions với [Company] trong 12 tháng qua
- Gmail: email thread với [contact name]
- Web: news về [Company] 90 ngày qua, LinkedIn của [contact]
- File /sales/battle-cards/ có competitor intel

Task:
- Summary background công ty: industry, size, recent news
- Interaction history với contact (tên, email, giải quyết gì)
- Identify pain points họ mention trong các interaction
- Suggest 3 talking points + 5 câu hỏi nên hỏi
- Flag risks (competitor mentioned, objection history)

Done looks like:
- call-prep-[company]-[date].md 1 trang
- Lưu /sales/call-prep/

Tools: CRM, Gmail, Web browser, File Output: .md briefing 1 trang ROI: 45m → 5m Level: 2

3. Lost Deal Post-mortem

Pain point: Deal lost — cần phân tích tại sao, feedback vào process, share team learnings.

Brief template:

Deal [Deal Name, ID] đã lost. Tôi cần post-mortem.

Input:
- CRM: full deal timeline, activity log
- Gmail: email thread với prospect
- Slack: discussion về deal trong #sales-ops
- File /battle-cards: competitor comparison

Task:
- Timeline deal từ first touch đến lost
- Identify moment pivotal (where trajectory changed)
- Reason lost (theo CRM + theo thực tế từ email)
- So với 3 similar deal lost gần đây — pattern gì?
- Proposed change cho process

Done looks like:
- lost-deal-[name].docx 2-3 trang
- Lưu /sales/post-mortems/
- Draft Slack post cho team với top 3 learnings (150 từ)

Tools: CRM, Gmail, Slack, File Output: .docx + Slack draft ROI: 2h → 30m Level: 2

Marketing

1. Campaign Brief Creator

Pain point: Mỗi campaign mới tốn 2-3 giờ tạo brief, check brand guidelines, tham khảo campaign cũ.

Brief template:

Tôi là Marketing Manager. Cần campaign brief mới cho [Campaign Name].

Context bạn cần đọc:
- File /brand-guide.md (Memory đã có)
- Folder /marketing/past-campaigns/ — 3 campaign gần nhất
- File /marketing/goals-2026.md

Task:
- Structure: Objective → Target → Message → Channels → Budget → KPIs → Timeline
- Tone: consistent với brand
- Reference cụ thể 1-2 past campaign làm inspiration

Done looks like:
- campaign-brief-[name].docx 3-4 trang
- Theo template /templates/campaign-brief-template.docx
- Lưu /marketing/briefs/

Tools: File Output: .docx ROI: 3h → 30m Level: 1

2. Content Repurposing (1 → N formats)

Pain point: 1 blog post → cần LinkedIn article + Twitter thread + newsletter + 5 slide → mất 3-4 giờ.

Brief template:

Nguồn: /content/blog/blog-post-YYYY-MM-DD.md

Task: Repurpose thành:
1. LinkedIn article (1200-1500 từ, title khác blog)
2. Twitter/X thread (10-15 tweets, hook đầu mạnh)
3. Email newsletter teaser (300 từ + CTA link blog)
4. 5-slide deck cho webinar tới
5. Instagram caption + 3 image prompt description

Brand: follow brand-guide.md (Memory)
Tone: platform-specific
  - LinkedIn: professional
  - Twitter: informal, punchy
  - Email: warm
  - Deck: simplified
  - Instagram: casual

Done looks like:
- Folder /content/repurposed/YYYY-MM-DD/
  ├── linkedin-article.md
  ├── twitter-thread.md  
  ├── newsletter.md
  ├── webinar-deck.pptx
  └── instagram-posts.md

Tools: File Output: 5 formats, organized folder ROI: 4h → 45m Level: 2

3. Competitor Scan Monthly

Pain point: Monthly analyze 5 competitor — check pricing change, new feature, marketing move.

Brief template:

Monthly competitor scan cho [Month YYYY].

Competitors: [Company A, B, C, D, E]

Task for each competitor:
- Pricing page changes (compare với last month snapshot)
- Blog posts last 30 days (3-5 key ones)
- Product Hunt launches (nếu có)
- LinkedIn/Twitter announcements
- G2/Capterra review trends

Sources: web search, browse competitor sites

Done looks like:
- competitor-scan-YYYY-MM.docx 5-7 trang
- Section per competitor
- Executive summary cuối: top 3 threats + top 3 opportunities
- Lưu /marketing/competitor-intel/
- Draft Slack message cho #marketing với top findings (200 từ)

Tools: Web browser, File, Slack Output: .docx + Slack draft ROI: 1 ngày → 2h Level: 3 (có thể scheduled monthly)

Product

1. User Feedback Synthesis

Pain point: 50+ user interview transcript + 200+ support ticket + 500+ app review → extract themes mất 2-3 ngày.

Brief template:

Tôi là Product Manager. Synthesize user feedback Q3.

Input:
- /feedback/interviews/ — 50 transcript
- /feedback/support-tickets-q3.csv — 200+ ticket
- /feedback/app-reviews-q3.json — 500+ review

Task:
- Cluster theo theme (use unsupervised — don't assume categories)
- Rank top 10 theme by frequency × severity
- Identify 3 emerging theme (new trong Q3, không có Q2)
- Cross-reference với churn data /metrics/churn-q3.csv — theme nào correlate churn?
- Quote 2-3 user per theme (anonymized)

Done looks like:
- feedback-synth-q3.docx 8-12 trang
- Executive summary 1 trang đầu (top 5 takeaways)
- Theme detail 1 trang mỗi theme
- Appendix: methodology + source counts
- Lưu /product/research/q3/

Parallel: dispatch 10 sub-agents nếu useful (1 cho mỗi cluster).

Tools: File, optional web Output: .docx comprehensive ROI: 3 ngày → 3h Level: 3 (parallel sub-agents)

2. PRD Generation

Pain point: Viết PRD cho feature mới mất 3-4 giờ format, reference templates, sync engineering specs.

Brief template:

Tôi cần PRD cho feature: [Feature Name].

Context:
- User research: /product/research/q3-synth.docx
- Business case: /product/roadmap/2026-q1-bets.docx
- Engineering constraints: /eng/tech-stack.md + /eng/debt-register.md
- Design spec: /design/figma-link.md (nếu có)

Task:
Generate PRD theo template /templates/prd-template.md với sections:
1. Problem statement
2. User story + personas
3. Success metrics (outcome, not output)
4. Scope (in/out)
5. Acceptance criteria
6. Technical considerations (flag risk)
7. Timeline estimate
8. Open questions

Done looks like:
- prd-[feature-name].md 4-6 trang
- Citations cho mọi claim (research, metrics)
- Section "Open questions" explicit (không fake certainty)
- Lưu /product/prds/

Tools: File Output: .md PRD ROI: 4h → 30m Level: 2

3. Feature Tradeoff Analysis

Pain point: 3 feature candidates cho Q1 — cần đánh giá effort/impact/risk để decide priority.

Brief template:

Tradeoff analysis cho 3 feature candidate Q1 2026:
- Option A: [Feature A]
- Option B: [Feature B]
- Option C: [Feature C]

Input:
- /product/feature-requests/q4.docx
- Past velocity data: /eng/sprint-data-q3.csv
- Competitor landscape: /marketing/competitor-intel/latest.docx

Task: Score each option trên:
- User impact (từ feedback data)
- Business impact (estimated ARR)
- Effort (engineering-weeks)
- Risk (technical debt, dependency)
- Strategic alignment với 2026 theme

Done looks like:
- tradeoff-analysis-q1-2026.xlsx với sheet:
  - Scoring matrix
  - Evidence per score (cite source)
- tradeoff-brief.docx 2 trang recommendation
- Lưu /product/decisions/

Constraints: không pick winner arbitrarily — surface tradeoff explicit.

Tools: File Output: .xlsx + .docx ROI: 1 ngày → 2h Level: 2

Finance

1. Month-end Reconciliation

Pain point: Reconcile bank + invoice + ERP mỗi tháng mất 1 ngày.

Brief template:

Month-end close cho tháng [Month YYYY].

Input:
- /finance/YYYY-MM/bank-statement.xlsx
- /finance/YYYY-MM/invoice-log.xlsx  
- /finance/YYYY-MM/erp-export.xlsx

Task:
1. Match giao dịch giữa 3 file:
   - Bank amount vs Invoice amount (±$0.50 tolerance)
   - Bank date vs Invoice date (±3 days tolerance)
2. Flag mismatch > $1000 (cần explain)
3. Flag duplicate (same amount, close dates)
4. Categorize theo GL account

Done looks like:
- reconciliation-YYYY-MM.xlsx với 5 sheet:
  - Summary
  - Matched
  - Unmatched bank
  - Unmatched invoice  
  - Duplicates
- variance-report.docx 1 trang về variance > $5k
- Lưu /finance/YYYY-MM/close/

Constraints:
- KHÔNG auto-resolve mismatch — flag để tôi review
- Currency: USD primary, VND secondary

Tools: File Output: .xlsx + .docx ROI: 1 ngày → 45m Level: 2 (có thể scheduled end-of-month)

2. Variance Analysis

Pain point: Monthly budget vs actual cho 12 cost center, mất cả ngày.

Brief template:

Variance analysis tháng [Month].

Input:
- /finance/budget-YYYY.xlsx (budget cả năm, 12 cost center)
- /finance/YYYY-MM/actuals.xlsx
- /finance/commentary-prior/ — commentary 3 tháng gần nhất (để nhận pattern)

Task for each cost center:
- Compute variance $ và %
- Flag variance > 10% OR > $10k
- Categorize driver: timing, volume, price, one-time
- So với trend 3 tháng qua — normal hay anomaly?
- Draft commentary (2-3 câu) cho variance đáng chú ý

Parallel: dispatch 12 sub-agents (1 per cost center) — sau đó synthesize.

Done looks like:
- variance-analysis-YYYY-MM.xlsx
- variance-commentary.docx với 1 section per flagged variance
- Lưu /finance/YYYY-MM/variance/

Tools: File Output: .xlsx + .docx ROI: 1 ngày → 1.5h Level: 3 (parallel)

3. Cash Flow Forecast

Pain point: 90-day cash flow forecast cần pull từ nhiều nguồn.

Brief template:

Cash flow forecast 90 ngày tới.

Input:
- /finance/ar/aging-report.xlsx (receivable)
- /finance/ap/aging-report.xlsx (payable)
- /finance/payroll/scheduled.xlsx
- /finance/treasury/current-balances.xlsx
- Contract pipeline: /sales/pipeline.xlsx (filter closed-won)

Task:
- Weekly cash in/out 13 weeks tới
- Identify 3 scenarios: base, optimistic, pessimistic
- Flag potential shortfall
- Sensitivity analysis: 1 large receivable delayed 30 days

Done looks like:
- cashflow-forecast-[date].xlsx với sheet:
  - Weekly rollforward
  - Scenarios
  - Sensitivity
- executive-memo.docx 1 trang với 3 action items
- Lưu /finance/forecasts/

Tools: File Output: .xlsx + .docx ROI: 4h → 45m Level: 2

Legal

1. Contract Review

Pain point: Review vendor contract mất 3-4 giờ — so template, check compliance.

Brief template:

Review contract trong /legal/contracts/pending/[vendor-name].pdf

So với:
- Template chuẩn: /legal/templates/vendor-agreement.md
- Policy list: /legal/policies/data-privacy.md, /legal/policies/ip.md
- Regulatory updates: /legal/regulatory-updates/2026-latest.md

Task:
- Liệt kê điều khoản KHÁC template (clause-by-clause)
- Với mỗi khác biệt: HIGH/MEDIUM/LOW risk
- Check compliance với policy
- Flag điều khoản vi phạm recent regulation
- Suggest language thay thế (không phải legal advice — flag for my review)

Done looks like:
- review-[vendor-name].docx 3-5 trang
- Section 1: Executive summary (3-5 key risks)
- Section 2: Clause-by-clause redline
- Section 3: Suggested rewordings
- Lưu /legal/contracts/reviewed/

Constraints:
- KHÔNG provide legal advice
- Flag mọi thứ ambiguous — không assume

Tools: File Output: .docx redline ROI: 3.5h → 45m Level: 2

2. Contract Renewal Tracker

Pain point: 200+ contract với renewal dates, obligations khác nhau — dễ miss.

Brief template (setup as scheduled weekly):

Weekly contract renewal scan.

Input:
- /legal/contracts/active/ — toàn bộ contract đang hiệu lực

Task:
- Scan mỗi contract, extract:
  - Renewal date
  - Notice period required
  - Auto-renewal clause yes/no
  - Key obligations due in next 60 days
- Rank theo urgency (60/30/7 days)

Output:
- /legal/renewals/renewal-tracker-[date].xlsx
  - Sheet 1: All contracts (sorted by renewal date)
  - Sheet 2: Urgent (< 30 days)
  - Sheet 3: Obligations due
- Draft Slack post cho #legal với top 3 urgent (100 từ)

Schedule: every Monday 9am.

Tools: File, Slack Output: .xlsx + Slack post ROI: 10h/tháng → 1h/tháng Level: 3 (scheduled)

3. Compliance Review

Pain point: Quarterly compliance review qua 50+ policy — check adherence.

Brief template:

Quarterly compliance review Q[X] 2026.

Input:
- /legal/policies/ — 50 policy docs
- /operations/audit-logs/ — activity logs 90 ngày
- /hr/training-records.xlsx — training completion

Task:
- Per policy: verify evidence of adherence
- Red/Yellow/Green status
- Remediation plan cho Red

Parallel: 50 sub-agents, 1 per policy.

Done looks like:
- compliance-matrix-Q[X].xlsx
- remediation-plan.docx với priority ranking
- executive-brief.docx 1 trang
- Lưu /legal/compliance/q[x]/

Tools: File Output: .xlsx + 2 .docx ROI: 2 tuần → 3 ngày Level: 3 (parallel sub-agents)

HR / People Ops

1. Personalized Onboarding Kit

Pain point: Onboard mỗi new hire tốn 2-3h customize welcome kit, schedule, resources.

Brief template:

Onboarding kit cho new hire [Name], role [Role], start date [Date].

Input:
- Template base: /hr/onboarding/templates/[role-category]-onboarding.md
- Role-specific docs: /hr/role-docs/[role]/
- Team intro: /hr/team-rosters/[team].md
- IT access list: /it/access-requirements/[role].md

Task:
- Generate personalized welcome email
- 30/60/90 day plan template
- Resource list tailored cho [role]
- Meeting schedule week 1 (onboarding + intro với key stakeholders)
- IT ticket draft cho access setup

Done looks like:
- Folder /hr/onboarding/[hire-name]/
  ├── welcome-email.md
  ├── 30-60-90-plan.md
  ├── resources.md
  ├── week-1-schedule.md
  └── it-access-request.md
- Draft IT ticket trong connector (nếu có Jira/ServiceNow)

Tools: File, optional Jira Output: 5 documents + draft ticket ROI: 2.5h → 20m Level: 2

2. Resume Screening

Pain point: Screen 100+ CV cho role mất cả ngày.

Brief template:

Screen CV cho role [Role Name].

Input:
- /hiring/[role]/cvs/ — 100+ PDF
- /hiring/[role]/job-description.md
- /hiring/[role]/must-haves.md (hard requirements)
- /hiring/[role]/nice-to-haves.md

Task:
- Per CV: score match với JD (0-100)
- Flag red flag (gap, inconsistency)
- Extract highlights
- Rank top 20 candidates
- Per top 20: 3-sentence summary

Parallel: dispatch sub-agents cho batch of 10 CVs.

Done looks like:
- /hiring/[role]/screening/
  ├── rankings.xlsx (all candidates)
  ├── top-20-brief.docx
  └── rejected-reasons.csv

Constraints:
- Strict anonymization khi share — no demographic scoring
- Compliance với EEO guidelines

Tools: File Output: .xlsx + .docx + .csv ROI: 1 ngày → 1h Level: 3

3. Employee Pulse Synthesis

Pain point: Monthly pulse survey 200+ employee → extract themes, action items.

Brief template:

Synthesize monthly pulse survey [Month YYYY].

Input:
- /hr/surveys/YYYY-MM/responses.csv — 200+ free text
- /hr/surveys/prior-months/ — 3 months prior (for trend)

Task:
- Cluster theo theme
- Sentiment score per theme (positive/neutral/negative)
- Compare với trước: theme nào escalating?
- Quote 2-3 responses per theme (anonymized)
- Suggest 3 action items cho leadership

Done looks like:
- pulse-synth-YYYY-MM.docx 4-6 trang
- executive-summary.md 1 trang (CEO reads)
- action-items.md cho People Ops team

Tools: File Output: 3 documents ROI: 2 ngày → 2h Level: 2

Research

1. Literature Review

Pain point: Literature review cho grant — đọc 80+ paper, identify gaps.

Brief template:

Literature review về [Topic] cho grant application.

Input:
- /research/papers/ — 80+ PDF
- /research/prior-work/ — our prior publications
- Web: latest 12 months

Task Phase 1: Catalog mỗi paper với: author, year, methodology, key claims, citations
Task Phase 2: Theme clustering (5-8 themes expected)
Task Phase 3: Synthesis — area of agreement, contested, gaps
Task Phase 4: Position our work vs literature

Citations: [Author, Year] format inline, full biblio cuối.

Done looks like:
- lit-review.docx 3000-5000 từ
- catalog.xlsx (all papers with metadata)
- gap-analysis.md (explicit research gaps)
- Lưu /research/grants/[grant-name]/

Parallel: 10 sub-agents, 8 papers each trong Phase 1.

Tools: File, Web Output: 3 files ROI: 3 tuần → 1 tuần Level: 3

2. Market Intelligence

Pain point: Monthly scan industry — product launches, funding, regulatory.

Brief template (scheduled monthly):

Monthly market intel cho [Industry/Segment].

Task — parallel:
- Sub-agent 1: Product launches từ top 10 players (90 ngày qua)
- Sub-agent 2: Funding/M&A (Crunchbase, press releases)
- Sub-agent 3: Regulatory changes
- Sub-agent 4: Tech/platform shifts
- Sub-agent 5: Customer sentiment (G2, Reddit, Twitter)

Sources: industry news sites, TechCrunch, SEC filings, etc.

Done looks like:
- intel-brief-YYYY-MM.docx 4-5 trang
- tracker.xlsx với structured data
- Draft email to team (300 từ) — top 5 signals
- Lưu /research/intel/

Schedule: 1st Monday của tháng, 9am.

Tools: Web, File Output: .docx + .xlsx + email ROI: 2 ngày → 3h Level: 3 (scheduled + parallel)

3. Investment Thesis Research

Pain point: Investment analyst cover 15 công ty sector — 10-K, earnings call, analyst reports mỗi quý.

Brief template:

Investment thesis update: [Sector] Q[X] 2026.

Input:
- /investments/companies/ — 15 company folders
  Each with: latest 10-K, earnings transcript, analyst reports
- /investments/theses/prior-quarter.docx

Task per company (parallel 15 sub-agents):
- Financial health trend (revenue, margin, cash)
- Strategic changes (new mgmt, products, M&A)
- Thesis intact / threatened / confirmed

Synthesis:
- Cross-company: sector trend
- Update thesis
- Top 3 buy, top 3 sell candidates

Done looks like:
- thesis-update-q[x].docx 8-10 trang
- company-scorecards.xlsx
- picks.md (top 3 each way)
- Lưu /investments/theses/

Tools: File Output: 3 files ROI: 1 tuần → 2 ngày Level: 3

Healthcare

1. Patient Records Consolidation

Pain point: Aggregate lab + imaging + notes thành 1 unified record.

Brief template:

Consolidate patient record cho [Patient ID].

Input: /patients/[ID]/
  ├── /labs/ — lab results .pdf
  ├── /imaging/ — reports .pdf
  ├── /notes/ — clinician notes .docx
  └── /prescriptions/ — current meds .csv

Task:
- Timeline-based aggregation (chronological)
- Flag abnormal lab values (vs reference ranges)
- Current medications list (deduplicate)
- Recent diagnoses (last 12 months)
- Pending actions (follow-up needed)

Done looks like:
- /patients/[ID]/consolidated/unified-record.md
- abnormalities.csv (abnormal values flagged)
- action-items.md

Constraints:
- HIPAA strict — không share, không cloud upload
- Flag: không medical advice

Tools: File Output: 3 files ROI: 30m/patient → 5m Level: 2

2. Clinical Study Report Draft

Pain point: CSR (Clinical Study Report) standardized nhưng tốn 6 tuần.

Brief template:

Draft CSR cho study [Study ID].

Input:
- /studies/[ID]/protocol.pdf
- /studies/[ID]/raw-data/ — SAS datasets
- /studies/[ID]/safety-db.csv
- Template: /templates/csr-template.docx

Task — template-driven:
- Auto-populate demographic tables
- Safety summary (AE, SAE)
- Efficacy summary (primary endpoint)
- Flag sections needing human expert review
- References to regulations

Done looks like:
- /studies/[ID]/csr-draft-v1.docx
- review-checklist.md (what needs clinical expert)
- Lưu /studies/[ID]/

Constraints:
- KHÔNG fabricate data
- Flag everything ambiguous
- Regulatory compliance strict

Tools: File Output: CSR draft + checklist ROI: 6 tuần → 3 tuần Level: 2

E-commerce

1. Product Description Batch

Pain point: 500 new SKU mỗi cần description unique, SEO, brand voice.

Brief template:

Generate product descriptions cho 500 SKU mới.

Input:
- /products/new-skus-q1.xlsx (specs, dimensions)
- /products/images/ (ảnh mỗi SKU)
- /brand/voice-guide.md
- /seo/keywords.xlsx (target keywords)

Task per SKU:
- 150-200 từ description
- Include 2-3 target keywords natural
- Match brand voice
- Highlight 3 key benefits (not features)
- Size/care info at end

Parallel: 20 sub-agents, 25 SKU each.

Done looks like:
- descriptions.csv với SKU + description + keywords used
- review-flagged.csv (SKU cần human review)
- Lưu /products/descriptions/

Tools: File Output: 2 CSV ROI: 2 tuần → 2 ngày Level: 3 (parallel)

2. Inventory Optimization

Pain point: Weekly inventory analysis — shortage, overstock, trend.

Brief template (scheduled weekly):

Weekly inventory analysis.

Input:
- /inventory/current-levels.xlsx
- /sales/last-8-weeks.xlsx
- /forecasts/next-8-weeks.xlsx
- /suppliers/lead-times.csv

Task:
- Identify low stock (< 2 weeks supply)
- Overstock (> 90 days supply)
- Reorder priority (based on sell-through + lead time)
- Suggest adjustments

Done looks like:
- inventory-analysis-[date].xlsx
- reorder-list.csv (sorted by priority)
- anomalies.docx (1 page executive summary)
- Draft Slack post cho #ops (100 từ, top 5 actions)

Schedule: Mondays 8am.

Tools: File, Slack Output: .xlsx + CSV + .docx + Slack ROI: 6h/tuần → 30m Level: 3 (scheduled)

Customer Support

1. Ticket Trend Analysis

Pain point: Weekly analyze 500+ ticket — identify emerging issues for product.

Brief template (scheduled weekly):

Weekly ticket trend analysis.

Input:
- /support/tickets-last-7-days.csv — 500+ tickets
- /support/knowledge-base/ — KB articles
- /support/tickets-prior-4-weeks/ — for trend comparison

Task:
- Categorize tickets (use existing categories + detect new)
- Cluster similar issues
- Trend: theme nào growing?
- Correlate: any ticket spike với product release?
- Top 10 unresolved pending > 48h

Done looks like:
- ticket-trends-[week].docx 3-4 trang
- action-items-for-product.md
- Draft Slack post cho #product (150 từ)

Schedule: Mondays 9am.

Tools: File, Slack Output: .docx + .md + Slack ROI: 1 ngày → 30m Level: 3 (scheduled)

2. Customer Success QBR Prep

Pain point: QBR cho 20 account — usage + health + recommendations.

Brief template:

Prep QBR cho 20 accounts Q[X] 2026.

Input:
- /accounts/ — 20 account folders
  Each: usage-data.csv, health-score.json, support-history.csv, CRM notes
- Templates: /templates/qbr-deck-template.pptx

Task per account (parallel 20 sub-agents):
- Health score trend
- Key usage insights (high/low features)
- Top 3 challenges from support
- Growth opportunity (upsell candidates)
- Risk flags (churn signal)

Done looks like:
- /qbr-q[x]/[account-name]/qbr-deck.pptx per account
- summary-all-accounts.xlsx (health trends)
- priority-list.md (3 accounts needing executive attention)

Tools: File Output: 20 .pptx + 2 summary files ROI: 2 ngày → 4h Level: 3 (parallel)

Executive Assistant

1. Daily Morning Brief (cho boss)

Pain point: Prep boss cho ngày — calendar + email + travel.

Brief template (scheduled daily):

Morning brief cho [Boss name], daily 7am.

Input:
- Calendar hôm nay (Google Calendar connector)
- Email last 12h (Gmail, filter từ priority senders: /preferences/vips.md)
- Slack DMs pending > 6h
- Travel itinerary hôm nay (nếu có)
- Task top 3 từ /boss-tasks.md

Task:
- Calendar overview (meetings quan trọng, preparation needed)
- Email priority (5 emails urgent reply)
- Slack pending (top 3)
- Travel logistics (nếu có)
- Task reminders

Done looks like:
- Email to [boss] — subject "Brief DD/MM: N meetings, M priority actions"
- Body: 200 từ, bullet format
- Include 1 "heads up" (meeting quan trọng hôm nay)
- KHÔNG gửi — draft trong Gmail

Schedule: 7am daily.

Tools: Calendar, Gmail, Slack, File Output: Email draft ROI: 2h prep → 15m review Level: 3 (scheduled)

2. Travel Itinerary Consolidation

Pain point: Travel — flight + hotel + meeting + ground transport từ nhiều nguồn.

Brief template:

Consolidate travel itinerary cho [trip name] [dates].

Input:
- /travel/[trip]/confirmations/ — emails forwarded
- Calendar events cho dates travel
- Contact list meetings during trip

Task:
- Chronological itinerary (ngày, giờ, event)
- Confirmation numbers all in one place
- Contact info mỗi meeting
- Local tips (weather, timezone, phone prefix)
- Emergency contacts

Done looks like:
- /travel/[trip]/itinerary-master.md (print-friendly)
- /travel/[trip]/boss-briefing-per-meeting.md
- iCal export cho phone

Tools: File, Calendar, Gmail Output: Multiple formats ROI: 2h → 20m Level: 2

Data / Analytics

1. Ad-hoc Request Handler

Pain point: Stakeholder requests ("% users active tuần này theo segment") — constant interruption, 1.5h each.

Brief template (as Skill):

Skill: /analyze-request

Input: question from stakeholder

Process:
1. Parse question → identify metrics, dimensions, timeframe
2. Query data warehouse (via Notion MCP or direct SQL)
3. Compute
4. Format result với narrative

Output:
- Slack-ready message < 200 từ
- Optional: PNG chart attached
- Filed to /analytics/ad-hoc/[date]-[question-slug].md

Usage: `/analyze-request What's our DAU trend last 4 weeks by segment?`

Tools: File, Data warehouse (MCP) Output: Slack message + chart ROI: 1.5h → 15m Level: 3 (Skill)

2. Dashboard Documentation

Pain point: Document existing dashboards cho handoff/audit.

Brief template:

Document dashboard [Dashboard Name] cho handoff.

Input:
- Dashboard config export: /analytics/dashboards/[name]/config.json
- SQL queries: /analytics/dashboards/[name]/queries.sql
- Semantic layer: /analytics/semantic/

Task:
- Plain English explain mỗi metric
- Data source + lineage
- Business logic per calculation
- Known caveats/limitations
- Update cadence

Done looks like:
- /analytics/dashboards/[name]/runbook.md
- Stakeholder-friendly (không assume SQL knowledge)

Tools: File Output: .md runbook ROI: 3 ngày → 6h Level: 2

Cách chọn use case để start

Nếu bạn có 10 use case đáng làm, đừng start all at once. Rank theo:

Công thức: Priority Score = Frequency × Time_saved / Complexity

Ví dụ ranking

Start with highest score — Daily email triage (score 2.5).

Áp dụng ngay

Bài tập 1: Pick 3 use case cho role của bạn (~15 phút)

Từ các section trên, đọc 1 section role gần nhất + 2 section khác (để cross-pollinate).

Pick 3 use case muốn implement:

1. ___ (Role section: ___)
2. ___ (Role section: ___)
3. ___ (Role section: ___)

Rank theo priority score.

Bài tập 2: Implement use case #1 tuần này (~2-3h)

Với use case top priority:

1. Copy brief template
2. Adapt với context thật của bạn
3. Setup cần thiết (connector, file, folder)
4. Run
5. Iterate 2-3 lần
6. (Optional) Convert thành Skill nếu task sẽ lặp lại

Ghi lại:

• Thời gian setup: ___ phút
• Thời gian run lần 1: ___ phút
• Output quality: ___/10
• Đã convert Skill chưa? ___
• ROI thực tế (so với cách cũ): ___x

Bài tập 3: Brainstorm use case chưa có trong bài (~10 phút)

Use case riêng biệt của ngành bạn — chưa cover trong 12 section trên?

Viết brief template cho nó:

### [Role của bạn]: [Use case name của bạn]

**Pain point:** ___
**Brief template:**
[...]
**Tools:** ___
**Output:** ___
**ROI:** ___
**Level:** ___

Share với đồng nghiệp / cộng đồng — cách tốt nhất để đóng góp vào ecosystem Cowork.

Tóm tắt bài học

Tài liệu tham khảo

• Webinar Cowork — use case mentioned (Boris use case mgmt, Michaela enterprise use)
• Tutorial Tech With Tim — flight search use case (12:30-22:30)
• Anthropic Applied AI Customer Stories — anthropic.com/customers

Thư viện này sẽ grow theo thời gian. Share use case mới của bạn với team. Mỗi đóng góp = giúp 1000+ knowledge worker.