Use Cases | Nanny-AI - See Intelligent Orchestration in Action

Communication: Draft Client Follow-Up Email

See how Nanny-AI orchestrates your email drafting with simple, human-friendly coordination

Step 1: Coordinate

Automatic Context Awareness

"I noticed you just finished a client meeting about Q4 projections. I can draft a professional follow-up email by connecting details from your meeting notes, calendar, and past communications."

AI coordinates: Automatically connects meeting notes, calendar, and client history

Step 2: Simplify

Plain Language Options

Subject: Q4 Projections - Next Steps

Choose tone: Professional

Full editable draft in simple language—no technical jargon...

Simple controls: Easy-to-understand options anyone can use

Step 3: Empower

You Stay in Control

What was used:
• Meeting notes from today's client call
• Your past emails for consistent style
• Professional tone based on your preference

Your choice: Edit, approve, or discard—nothing sends without your approval

Full transparency: See what AI used and decide what happens next

Meetings: Capture & Distribute Notes

Automated note-taking with human review before anything is shared

During Your Team Meeting

While Meeting Runs

Nanny-AI captures key decisions
Identifies action items and owners
Notes important discussion points
Tracks next steps and deadlines

After Meeting Ends

Review complete notes summary
Edit, add, or remove any content
Verify action item assignments
Approve distribution to attendees

Post-Meeting Review (You Control)

Meeting Summary Ready for Review

3 decisions captured | 5 action items identified | 2 follow-ups proposed

Nothing sends until you approve

Research: Competitive Analysis Brief

AI synthesizes information with visible sources and multiple perspectives

What AI Proposes

"I've analyzed 12 competitor websites, 8 industry reports, and 15 customer reviews. Would you like a brief comparing their pricing strategies?"

Options Presented:

Executive Summary (2-page overview)
Detailed Comparison (5-page analysis)
Key Insights Only (1-page highlights)

You select which format you need

Full Transparency

Sources Referenced:

CompetitorA.com/pricing (visited 3/15)
Industry Report Q4 2024 (Gartner)
Customer Reviews (G2.com)

Limitation: Pricing data may be outdated; verify current rates before decisions

Workflow: CRM Update Automation

Detect repetitive tasks and propose automations you approve step-by-step

AI Detection

"I've noticed you manually update CRM contact records after client calls 3-4 times daily. I can help automate this with your approval at each step."

Proposed Automation Workflow:

1. Extract call details from calendar

Pull client name, call duration, meeting notes

Auto

2. Suggest CRM field updates

Propose changes: Last Contact, Next Follow-Up, Status

Review Required

3. Apply updates to CRM

Execute changes only after your explicit approval

Approval Gate

Your Control Points

Review proposed updates before any changes
Edit, accept, or reject individual field changes
Disable automation anytime without losing data
Full audit trail of all automated actions

Data Analysis: Sales Performance Report

First-pass analysis with visible assumptions and verify-before-share workflow

AI-Generated Analysis

Q1 Sales Analysis Draft

Revenue up 23% vs. Q4, driven primarily by enterprise segment growth...

Assumptions Made:

Excluded refunds from revenue totals
Categorized deals >$50K as "enterprise"
Used USD exchange rates from 3/31

Data Sources:

Salesforce export (4/1/2024)
Accounting system Q1 report
Customer segmentation database

Verify Before Sharing

Pre-Share Checklist

Verify data source accuracy Confirm assumptions are correct Review chart visualizations Edit analysis narrative

Suggested Edits Available

Click any section to edit text, update formulas, or modify visualizations before finalizing.

Easy rollback if you need changes later

Learning: Real-Time Skill Development

Micro-coaching that helps you improve with every task

Writing a Proposal? Get Expert Guidance

Contextual Coaching Tip

"I notice this proposal jumps directly to pricing. Expert proposals typically include a 'Value Summary' section before pricing to reinforce ROI. Would you like me to suggest one?"

Your Progress

Proposal Clarity:
Conciseness:
Value Framing:

This Week

5 proposals reviewed
2.5 hours saved
12 improvements applied
92% clarity score average

Great work! Your proposals are 40% clearer than when you started. You're building expertise with AI as your coach, not replacing your judgment.

Customer Support: Multi-Channel Query Coordination

Automatically connect customer questions across email, chat, and phone—no manual searching

Step 1: Coordinate

Automatic Connection

Customer: Sarah Chen

AI automatically links:
• Email from yesterday (billing question)
• Live chat from this morning (product issue)
• Previous support tickets (3 resolved)
• Account details and purchase history

Behind the scenes: AI connects all customer touchpoints instantly

Step 2: Simplify

Context Summary

Plain Language Summary:

"Sarah is a 2-year customer having a billing discrepancy. She previously contacted us about a similar issue in May (resolved in 24 hours). Current concern: double charge for subscription upgrade."

Suggested response: Acknowledge, offer immediate credit, explain charge timing

Easy to understand: No digging through multiple systems

Step 3: Empower

You Decide Action

Recommended Actions:

Issue $49 credit immediately Send explanation email (draft ready) Escalate to billing team

Your choice: Approve, modify, or take different action

Business Impact

65%

Faster resolution time

3.2x

More context per query

28%

Higher satisfaction scores

Project Management: Cross-Team Timeline Coordination

Connect tasks, deadlines, and dependencies across teams automatically

Product Launch: Automated Timeline Coordination

Orchestration in Action

Nanny-AI automatically connects:

Engineering sprint milestones
Marketing campaign deadlines
Sales enablement materials

Customer success training schedules
Vendor deliverable dates
Executive review meetings

Detected Timeline Conflict

Coordination Alert: Marketing needs sales materials by March 15th, but Sales Enablement has delivery scheduled for March 18th (3 days after campaign launch).

Impact: Affects 4 dependent tasks across 2 teams

Suggested Resolution Options

Option A: Adjust Sales Timeline

Move enablement delivery to March 12th

No campaign delays

Requires 2 team members to reprioritize

Option B: Delay Campaign

Push campaign start to March 20th

No team disruption

Misses Q1 revenue target window

Impact preview: 12 team members will be notified of timeline changes after you approve

Sales: Intelligent Proposal Assembly

Coordinate customer data, case studies, and pricing automatically—personalized for each prospect

Orchestrating Information

AI Automatically Gathers:

From CRM: Company size, industry, decision-makers, budget signals

From Past Wins: 3 similar customer success stories in distribution

From Conversations: Key pain points mentioned in discovery calls

From Product Team: Relevant features for their use case

Time saved: 4-6 hours of manual research and assembly

Personalized Output

Proposal Draft Ready

Executive summary (tailored to their goals)
3 distribution case studies (similar company size)
ROI calculator (pre-filled with their metrics)
Pricing tier recommendation (based on needs)
Implementation timeline (customized)

Personalization: Addresses their specific pain points mentioned in last 3 conversations

Average Results

5.5hrs

Saved per proposal

42%

Higher close rate

18%

Larger deal size