Thư viện use case theo 12 ngành

Cách đọc bài này

Bài 9 không phải để đọc tuần tự. Đây là reference library. Cách dùng:

Mỗi use case theo format:

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

### [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:

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 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.

2. Account Prep cho Sales Call

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:

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/

3. Lost Deal Post-mortem

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

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)

📣 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:

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:

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:

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

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/

3. Competitor Scan Monthly

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

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)

🛠️ 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:

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 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).

2. PRD Generation

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:

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/

3. Feature Tradeoff Analysis

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

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.

💰 Finance

1. Month-end Reconciliation

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

Brief template:

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:

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

2. Variance Analysis

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:

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/

3. Cash Flow Forecast

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

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/

⚖️ Legal

1. Contract Review

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

Brief template:

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):

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

2. Contract Renewal Tracker

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:

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.

3. Compliance Review

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

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]/

👥 HR / People Ops

1. Personalized Onboarding Kit

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

Brief template:

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:

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:

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

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

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

🔍 Research

1. Literature Review

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

Brief template:

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):

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.

2. Market Intelligence

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:

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.

3. Investment Thesis Research

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

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/

🏥 Healthcare

1. Patient Records Consolidation

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

Brief template:

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:

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

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

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

🛍️ E-commerce

1. Product Description Batch

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

Brief template:

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):

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/

2. Inventory Optimization

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

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.

🎧 Customer Support

1. Ticket Trend Analysis

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

Brief template (scheduled weekly):

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:

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.

2. Customer Success QBR Prep

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

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)

👔 Executive Assistant

1. Daily Morning Brief (cho boss)

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

Brief template (scheduled 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:

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.

2. Travel Itinerary Consolidation

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

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

📊 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):

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:

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?`

2. Dashboard Documentation

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

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)

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:

Rank theo priority score.

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

Với use case top priority:

Ghi lại:

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:

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

• ___ (Role section: ___)
• ___ (Role section: ___)
• ___ (Role section: ___)
• Copy brief template
• Adapt với context thật của bạn
• Setup cần thiết (connector, file, folder)
• Run
• Iterate 2-3 lần
• (Optional) Convert thành Skill nếu task sẽ lặp 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

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

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

Tóm tắt bài học

🎯 12 ngành, 35+ use case cụ thể — mỗi use case có brief template copy-paste-ready.

🎯 Pattern chung across industries: Analysis + Communication + File ops + Research + Creation (5 pattern của Bài 6).

🎯 Priority score = Frequency × Time_saved / Complexity. Start với score cao, không phải "cool" nhất.

🎯 Skill-ify khi use case confirmed stable. Đừng over-engineer ngay — 2-3 lần chạy → Skill → Schedule.

🎯 Cross-pollinate giữa ngành. Pattern "weekly review" áp dụng Sales/Finance/Marketing đều được.

🎯 Use case mới từ you — nhiều ngành/role chưa cover. Viết brief template, share. Đó là cách ecosystem phát triển.