How to use this page
Find the scenario closest to your work and follow the steps. Each one uses the Core Agent first. Links point to deeper pages when you need them.Marketer
Ops / coordinator
Support lead
Analyst
Small business owner
Anyone
Marketer: campaign brief document
Goal: Turn messy notes into a downloadable campaign brief.1
Open Agents
Go to Agents and start a new session.
2
Ask for a document
Turn these rough notes into a one-page campaign brief document with Goal, Audience, Key Message, and 3 Content Ideas. I need to download it. [paste notes]
3
Refine
“Make the key message punchier” or “Add a catchy campaign name.”
4
Download or share
Download from the preview panel, or share the session.
Ops: tracker spreadsheet
Goal: Turn a messy task list into a clean sheet.1
Open Agents
Start a new Agent session.
2
Ask for a spreadsheet
Turn this list into a spreadsheet with columns Task, Owner, Priority, and Due date. [paste list]
3
Adjust
“Sort by Due date and add a Status column.”
Support lead: policy PDF
Goal: A short PDF customers (or the team) can read.1
Open Agents
Start a new session in Agents.
2
Paste the policy and ask for a PDF
Rewrite this return policy in plain, friendly language as a one-page PDF handout. [paste policy]
3
Optional: use knowledge
Upload longer help docs as knowledge, then ask the Agent to answer only from them and produce the PDF.
Analyst: ask questions of a document
Goal: Get answers out of a long report without reading every page.1
Upload the document
Add your file as knowledge, or paste key sections into an Agent chat.
2
Ask in Agents
What are the payment terms? · List every deadline. · Summarize the risks in 5 bullets as a short document I can download.
3
Check the source
Ask “Which section is that from?” before you rely on it.
Small business owner: weekly summary
Goal: A tidy weekly recap as a downloadable document.1
Open Agents
Paste the week’s numbers and notes into a new Agent session.
2
Ask for the deliverable
Create a one-page weekly summary document with Wins, Problems, and Next Week’s Focus. Make it downloadable.
3
Reuse next week
Open a new session, paste new numbers, and ask for the same structure — or save good instructions in an Assistant later if you want.
Anyone: tidy writing, then a doc
Goal: Clean up a draft and leave with a file.1
In Agents
Rewrite this to be clear, friendly, and under 80 words, then put the final version in a short document I can download: [paste draft]
2
Optional quick Q&A
For tiny edits with no file needed, plain Chat is fine — but Agents covers both rewrite and deliverable.
Next step
FAQ & troubleshooting
Quick answers to the questions people ask most.