Solutions
Sales, support, operations—whatever the workflow, Cohesive adapts to your team and gets the job done.
Use Cases & Workflows
Real-world use cases and automated Workflows to transform your business processes
Sales Outreach & Prospecting
Research prospects, draft personalized emails, and generate company briefs with firmographic data and engagement hooks.
Sales Pipeline Management
Monitor pipeline health, detect at-risk deals, generate weekly reviews, and prep for sales meetings with account context.
Customer Support Automation
Draft support email replies, monitor quality metrics, and provide instant product answers from your knowledge base.
Customer Success Intelligence
Analyze feedback themes, coach onboarding calls, and track engagement trends to improve customer experience.
Marketing Content & Social
Schedule social posts, draft case studies, and create personalized content in your team's voice across channels.
Meeting Intelligence
Summarize meeting transcripts, extract action items with owners, and automatically generate follow-up recaps.
Email & Inbox Management
Prioritize unread emails, track sent messages awaiting replies, and generate daily briefs of important communications.
Data & Business Reporting
Run natural language queries against your data warehouse and generate automated weekly business reports.
Bug Triage & Resolution
Classify bug severity, suggest root causes, assign owners, and link related issues for faster resolution.
HR & Recruiting
Analyze employee sentiment, research candidates, and automate onboarding workflows with document collection.
Contract & Legal Ops
Generate contracts from templates, summarize key clauses, and flag non-standard terms for legal review.
Product Documentation
Create docs from specs and code, maintain knowledge bases, and keep product documentation current.
Gmail
Email platform for sending, receiving, and organizing messages with powerful search and automation.
Microsoft Outlook
Integrated email and calendar platform for managing communications, scheduling, and tasks.
Google Calendar
Calendar and scheduling platform for managing events, meetings, and coordinating availability.
Slack
Team communication and collaboration platform for sending messages, sharing files, and coordinating workflows.
Microsoft Teams
Unified communication and collaboration platform for chat, meetings, file sharing, and team coordination.
Zoom
Video conferencing platform for meetings, webinars, and virtual collaboration with recording capabilities.
Google Meet
Video conferencing and online meeting platform integrated with Google Workspace.
Messaging platform for instant communication, voice/video calls, and business messaging.
HubSpot
Inbound marketing and sales CRM platform for lead generation, customer acquisition, and growth.
Salesforce
Customer relationship management platform for managing sales, marketing, and customer service.
Pipedrive
Sales CRM and pipeline management platform for tracking deals, activities, and sales performance.
Affinity
Relationship intelligence CRM for managing deals, tracking interactions, and leveraging network insights.
Zoho CRM
Customer relationship management solution for automating sales, marketing, and customer support processes.
Gong
Revenue intelligence platform for analyzing sales conversations, calls, and meetings to improve outcomes.
Google Drive
Cloud storage and collaboration suite including Docs, Sheets, Slides for document creation and sharing.
Microsoft 365
Productivity suite including Word, Excel, PowerPoint, OneDrive, and SharePoint for document management.
Notion
All-in-one workspace for notes, documents, databases, and project management with team collaboration.
Airtable
Database and spreadsheet hybrid for organizing data, managing projects, and building custom workflows.
Professional networking platform for recruitment, business networking, and B2B marketing.
Visual social media platform for sharing photos, videos, stories, and engaging with audiences.
YouTube
Video platform for hosting content, building audiences, and engaging viewers with marketing campaigns.
Twitter (X)
Social media platform for posting updates, engaging in conversations, and sharing news in real-time.
Shopify
E-commerce platform for building online stores, managing inventory, and processing orders at scale.
Fireflies.ai
AI meeting assistant for recording, transcribing, and analyzing conversations with automated note-taking.
Brand Agent
Ensures all external copy stays consistent with brand voice; saves time on creative ideation while keeping messaging sharp.
Draft email copy, ad/social content, campaign messaging, CS macros.
RevOps Agent
Boosts sales velocity by handling admin tasks in CRM and nudging reps on next steps.
CRM updates, lead follow-ups, pipeline nudges, account summaries.
Customer Support Agent
Acts as first-line responder for CS, accelerates response times, reduces manual lookup, can move toward public-facing use.
Draft ticket replies, knowledge lookup, escalation routing.
HR Agent
Simplifies employee HR interactions; employees get faster answers and can complete requests without back-and-forth.
Answer benefits/policy FAQs, submit PTO, log expenses, review support.
BI / Data Agent
Turns data into answers in Slack/Email/CRM; reduces analyst dependency and accelerates decisions.
Pull dashboards, generate reports, trend analysis, ad-hoc queries.
Ops Agent
Handles back-office busywork, freeing employees to focus on higher-value work.
Meeting notes, expense logging, vendor onboarding, approvals.
Project Agent
Keeps projects on track across multiple tools, reducing status meetings and coordination drag.
Assign tasks, chase deadlines, update status, surface blockers.
Finance Agent
Automates repetitive finance work and gives leadership real-time visibility into spend/performance.
Invoice matching, spend categorization, budget updates, variance alerts.
Product Knowledge Agent
Central hub of product knowledge, enabling faster CS replies and consistent messaging for sales.
Answer product feature questions, generate how-to guides, assist demos.
Compliance Agent
Ensures compliance tasks don't slip; reduces legal/ops burden by automating checks and prep.
Monitor workflows, enforce policy (e.g. GDPR, SOC2), generate audit docs.
Marketing Agent
Speeds up campaign creation and ensures consistent, on-brand messaging across every channel — the one-stop content generator for GTM teams.
Draft email sequences, ads, and landing pages; generate social post calendars and captions; build SEO briefs and keyword articles; repurpose long-form assets; maintain brand voice across channels.
Creative Agent
Complements Marketing Agent by handling the visual side of storytelling — a "virtual design studio" that accelerates creative production for lean teams.
Generate image variations, ad creative, thumbnails, mockups; draft video scripts and subtitles; repurpose webinars/presentations into snippets; enforce brand style in visual outputs.
Meeting Agent
Reduces meeting fatigue and ensures nothing slips through the cracks — universally expected and high-demand use case.
Summarize meetings, capture tasks, assign owners, send recaps into Slack/CRM.
Research Agent
Saves hours of desk research and supports faster decision-making for GTM and strategy teams.
Compile competitor briefs, scan market trends, summarize customer data, prepare sales/product insights.
RFP / Proposal Agent
High-stakes sales accelerator that eliminates proposal bottlenecks and keeps deal cycles moving fast.
Generate RFP responses, tailor proposals with brand/product context, assemble deal-specific collateral.
See How Cohesive
Fits Your Workflows.
From sales to support, Cohesive adapts to your teams and streamlines work where it happens.