# Taskilo AI agent use cases and playbooks

> Practical workflows you can configure in Taskilo, with required apps, permissions, approval boundaries, and starter instructions.

## [Clear an overloaded inbox without losing important messages](https://taskilo.ai/use-cases/ai-inbox-manager/)

Sort incoming mail, archive routine noise, prepare replies in your voice, and hold uncertain or sensitive messages for review.

- Companion: Inbox Manager
- Category: Work & operations
- Setup: 15–25 minutes
- Modes: Taskilo Cloud, Self-hosted — coming soon

## [Research and score sales prospects overnight](https://taskilo.ai/use-cases/ai-sales-prospecting/)

Research a target account list, find live buying signals, rank prospects, and prepare outreach for review before the next workday.

- Companion: Sales Outbound
- Category: Sales & customers
- Setup: 25–40 minutes
- Modes: Taskilo Cloud, Desktop, Self-hosted — coming soon

## [Prepare a Monday executive briefing from scattered work](https://taskilo.ai/use-cases/monday-executive-briefing/)

Collect the latest decisions, risks, deadlines, and unanswered questions into one concise weekly briefing.

- Companion: Chief of Staff
- Category: Work & operations
- Setup: 20–35 minutes
- Modes: Taskilo Cloud, Self-hosted — coming soon

## [Match receipts to expenses and prepare the monthly report](https://taskilo.ai/use-cases/ai-expense-reconciliation/)

Collect receipts, match them to charges, flag missing evidence, and prepare an expense report without guessing.

- Companion: Expense Manager
- Category: Finance & admin
- Setup: 20–30 minutes
- Modes: Taskilo Cloud, Self-hosted — coming soon

## [Screen applicants against evidence-based hiring criteria](https://taskilo.ai/use-cases/ai-candidate-screening/)

Read applications consistently, build a source-backed shortlist, and prepare introductions without making the hiring decision.

- Companion: Talent Scout
- Category: People & hiring
- Setup: 25–40 minutes
- Modes: Taskilo Cloud, Self-hosted — coming soon

## [Monitor customer renewals and prepare the next action](https://taskilo.ai/use-cases/customer-renewal-watch/)

Keep account context together, detect approaching renewals, summarize risk, and draft the right follow-up.

- Companion: Account Manager
- Category: Sales & customers
- Setup: 20–35 minutes
- Modes: Taskilo Cloud, Self-hosted — coming soon

## [Reproduce and triage a software bug with a local coding agent](https://taskilo.ai/use-cases/software-bug-triage/)

Use Codex CLI or Claude Code on a selected local workspace to reproduce an issue, explain the cause, and prepare a bounded fix.

- Companion: Coding Agent
- Category: Engineering
- Setup: 15–30 minutes
- Modes: Desktop, Local CLI

## [Watch paid-media performance and surface costly changes](https://taskilo.ai/use-cases/paid-media-monitoring/)

Compare spend and conversion signals, explain material changes, and prepare recommended actions for approval.

- Companion: Paid Media
- Category: Marketing & research
- Setup: 25–45 minutes
- Modes: Taskilo Cloud, Self-hosted — coming soon

## [Turn trusted sources into a daily research digest](https://taskilo.ai/use-cases/daily-research-digest/)

Monitor a focused question, remove duplicates, summarize only material updates, and preserve links to the original evidence.

- Companion: Research Companion
- Category: Marketing & research
- Setup: 15–30 minutes
- Modes: Taskilo Cloud, Desktop, Self-hosted — coming soon

## [Turn meeting decisions into accountable follow-up](https://taskilo.ai/use-cases/meeting-follow-up/)

Extract decisions and action items from approved notes, confirm owners and deadlines, and prepare follow-up without inventing commitments.

- Companion: Chief of Staff
- Category: Work & operations
- Setup: 10–20 minutes
- Modes: Taskilo Cloud, Self-hosted — coming soon