Use Case Library

Real prompts people send Dex every day. Copy one, tweak it, or use it as a starting point for your own workflow.

After every Gong call, update the HubSpot deal with next steps and push a summary into Slack.

CRM
Keep your CRM up to date from call notes
Account Executive

Find deals in HubSpot with no activity in the last 10 days and draft a personalized nudge for each.

CRM
Follow up with every customer that went quiet
Account Executive

When a new lead hits HubSpot, enrich them with Apollo, then score them against our ICP.

CRM
Enrich and score inbound leads instantly
SDR Lead

Flag customers with renewals coming up in 30 days and draft a renewal outreach for each.

CRM
Never miss a renewal again
Customer Success

Every Monday at 8am, summarize what shipped in Linear, what's blocked, and which customers are waiting on a reply.

Operations
Weekly digest from every tool
Operator

Diff this contract against our standard MSA in Google Drive and flag anything non-standard.

Operations
Red-line contract changes instantly
Legal Ops

Pull receipts from my Gmail for this month, categorize them, and drop a CSV into Drive.

Operations
Expense reports without the spreadsheet
Operator

At month-end, pull revenue from QuickBooks, highlights from Linear, and wins from HubSpot — then draft our investor update.

Operations
Draft investor updates from your work
Founder

Archive newsletters, draft replies to customers, and label anything from investors as Priority.

Inbox
Triage your inbox while you sleep
Founder

Pull anything from our top 50 accounts to the top of my inbox and label them VIP.

Inbox
Pin VIP accounts to the top of your inbox
Founder

Give me a 1-line summary of every email that came in overnight, grouped by sender type.

Inbox
One-line summaries for every new email
Founder

Decline meetings that conflict with my focus blocks and suggest 2 alternative times.

Inbox
Auto-decline meetings that break focus
Operator

Find 20 senior React engineers in NYC who've worked at seed-to-Series-B startups and draft outreach for each.

Recruiting
Source candidates and draft outreach
Recruiter

Schedule interviews between this candidate and three interviewers when they're all free this week.

Recruiting
Coordinate interview panels, zero ping-pong
Recruiter

Find shared contacts with this candidate and draft a reference-check message to each.

Recruiting
Warm-path reference outreach
Recruiter

Pull every candidate from our Notion tracker, enrich with Apollo, and organize them onto a single Google Sheet.

Recruiting
Organize every candidate onto one sheet
Recruiter

Every morning, scan our competitors' sites and changelogs — post anything new into Slack and our Notion tracker.

GTM & Sales
Daily competitor intel, hands-free
Product Marketing

Find deals lost in the past year for reasons like 'timing' and draft a winback email for each.

GTM & Sales
Re-engage lost deals with a warm winback
Account Executive

For SaaStr next week, brief me on every scheduled 1:1 using Apollo and recent company news.

GTM & Sales
Brief yourself on every conference attendee
Sales Lead

Draft launch emails for the new product update — one for prospects, one for customers, one for the team.

GTM & Sales
Launch announcements, tailored to each audience
Marketing

Read the newest Intercom ticket, search our docs for the answer, and draft a reply in our support voice.

Support
Answer support tickets from your docs
Support Lead

Flag any ticket mentioning cancel, refund, or churn — route to me in Slack immediately.

Support
Catch churn signals before they escalate
Support Lead

Cluster this week's support conversations by theme and share a digest in #product.

Support
Weekly themed feedback digest
Support Lead

Find questions that keep coming up in support but don't have a doc — queue them up for the docs team.

Support
Find the docs gaps behind repeat tickets
Support Ops

Every morning, scan the news for anything about our top 20 customers and our space — send me a short brief.

Research
Daily industry brief, in your inbox
Chief of Staff

Before tomorrow's meeting with Acme, pull everything public on them in the past 6 months.

Research
Deep-dive brief for any prospect
Founder

Every Friday, summarize funding, moves, and product news in our sector into a Notion page.

Research
Weekly sector report, in Notion
Chief of Staff

Watch our research Drive folder for new papers and docs, summarize each, and add them to our Notion research index.

Research
Build a living research library from saved docs
Researcher

When someone asks a question in Slack, find the relevant Notion doc and drop the link in-thread.

Knowledge
Pull the right doc before you need it
Operator

Turn this week's all-hands into a Notion doc with decisions, owners, and action items.

Knowledge
Turn meetings into Notion docs
Chief of Staff

Find Notion docs not edited in 12+ months and flag them for review.

Knowledge
Find and refresh stale docs
Operator

Build a 2-week onboarding plan for this new hire from our existing docs and team calendar.

Knowledge
Build a new-hire onboarding plan
People Ops