AI workflows.
For the work on your desk.
Customer replies, inbox triage, lead research and recurring reports. Explore practical automation examples, the result to expect and the limits to check before you start.
An AI team that keeps customer issues moving across your store and inbox
Look a customer up by email, see their orders, tickets and recent messages side by side, open a case for the order, and prepare a reply. Medlar re-reads the order before replying, never promises a delivery date the store has not confirmed, and waits for your approval before anything is sent.
Works with WooCommerce, Shopify, Gorgias, Outlook, WhatsApp
Example brief · illustrative workflow
“The customer on order #1042 asks where it is — prepare a reply from the current order.”
- Who it helps
- Small online stores whose order questions arrive in more than one place.
- What you get
- A case per order with owner, due date and next step; a reply drafted for approval; a record of what was read and sent.
Scope and limits to check
Matches by exact email only — not an identity check. Reads up to 100 recent orders and the 10 newest tickets. No refunds, cancellations, stock changes or bulk messages. WhatsApp free-form replies only inside the 24-hour window.
More briefs to try
- Draft a reply on this Gorgias ticket using the order's real status.
- Answer this WhatsApp message about their order, within the 24-hour reply window.
An AI assistant for your email and calendar
Medlar can summarize Gmail and Google Calendar, surface messages that may need a reply, prepare drafts, and assemble meeting context. Sending follows your workspace approval policy.
Works with Gmail, Google Calendar
Example brief · illustrative workflow
“Summarize my unread inbox and draft replies to anything urgent.”
- Who it helps
- Anyone whose day runs through Gmail and Google Calendar.
- What you get
- Summaries, reply drafts and meeting briefs; drafts wait for approval under the default policy.
Scope and limits to check
Gmail and Google Calendar only in this area. Summaries cover what the connection can read; nothing is sent under the default policy until you approve it.
More briefs to try
- What's on my calendar this week, and where are the conflicts?
- Prep me for today's meetings using the email threads behind each one.
An AI team for sales research and CRM upkeep
Give Medlar an ideal customer profile and it can research prospects on the open web, gather evidence, prepare outreach drafts, and propose CRM notes and records through supported connected tools.
Works with Web search, HubSpot, Apollo, Google Sheets
Example brief · illustrative workflow
“Find 20 SaaS ops leaders hiring right now and draft a first-touch email for each.”
- Who it helps
- Founders and small sales teams doing their own prospecting.
- What you get
- Sourced prospect notes, outreach drafts, and CRM notes and records you approve.
Scope and limits to check
Open-web research can be incomplete or out of date — sources are attached so you can check. CRM writes are proposals until approved. In HubSpot it reads contacts, companies and deals and adds contacts, deals, notes and tasks; it does not yet edit or merge existing records.
More briefs to try
- Research this company and summarize why they'd be a fit before my call.
- Add a note to every deal I met with this week, from the meeting emails.
An AI team for market and competitor research
Turn one-off research into a repeatable task: Medlar can search the open web and prepare a sourced brief, then save the task on a schedule when continuing monitoring is appropriate.
Works with Web search, Notion, Google Docs
Example brief · illustrative workflow
“Track our top 5 competitors' pricing and tell me what changed this week.”
- Who it helps
- Marketers and founders who need a sourced brief, once or on a schedule.
- What you get
- A brief with sources, saved to Notion or Docs if connected; optional scheduled monitoring.
Scope and limits to check
Only what is publicly reachable on the web. A scheduled brief is a fresh look each time it runs, not a real-time feed.
More briefs to try
- Research the market for AI note-takers and write a one-page landscape brief.
- Draft a content brief for a post on human-in-the-loop AI, with sources.
An AI team for operations, support and reporting
Describe reconciliation, reporting, inbox triage, or data-cleanup work in a sentence. Medlar records the plan, tool activity, approvals, and outcome so the result can be reviewed rather than taken on trust.
Works with Gmail, Slack, Google Sheets
Example brief · illustrative workflow
“Reconcile last month's invoices against POs and flag the mismatches.”
- Who it helps
- Operations and finance people who assemble numbers from several tools.
- What you get
- A reviewed result — matches, mismatches, a digest — with the plan and tool activity behind it.
Scope and limits to check
Works from the sheets and apps you connect; a source it cannot read is reported as missing, not as empty. Posting and sending follow your approval policy.
More briefs to try
- Build the weekly revenue digest and post it to #leadership.
- Triage today's support inbox: answer, route, or escalate each message.
Your next workflow
starts with one brief.
Start with customer follow-ups, lead research or a weekly report. Give your AI team the task. Keep the final say.
Free plan available. No credit card required.