Home / Services / AI Consulting / AI Use Cases
AI Use Cases
AI playbooks by function: what to automate and how.
A library of practical AI workflows for marketing, sales, eCommerce, finance and operations. Each playbook names the problem, the AI workflow, the tools typically involved and the expected benefit. Use them for ideas, or ask us to implement them for your business.
01 Marketing and sales playbooks
02 eCommerce and marketplace playbooks
03 Finance and operations playbooks
04 Benefits stated honestly, without hype
Why it matters
The best AI use cases are specific.
“Use AI for marketing” isn’t a plan. Real value comes from specific workflows: a defined input, clear steps, the right tool, a human check and a measurable result.
These playbooks reflect workflows we use or implement. Benefits are described qualitatively, because results depend on your data, processes and people. We’ll help you estimate the impact for your business during an assessment.
How to use these playbooks
- Pick the workflows that match your biggest time drains.
- Check the data and tools each one needs.
- Start with one pilot workflow and measure results.
- Add human review where accuracy or brand matters.
- Share what works and standardize it across the team.
- Ask us to help you prioritize with an AI Readiness Assessment.
How we work
How we implement a playbook.
Every use case follows the same disciplined path.
01
Baseline
We measure how the work is done today: time, quality and pain points.
02
Configure
We set up the workflow with your tools, data, templates and review steps.
03
Pilot
A small group uses the workflow on real work and we refine it.
04
Standardize
We document, train and roll out the workflow more widely.
What we deliver
Playbook library.
01
Marketing: brand-consistent content
Problem: content is slow and off-brand. Workflow: brand-voice skill drafts from a brief; editor reviews. Tools: Claude Projects and skills. Benefit: faster first drafts with a consistent voice.
02
Marketing: campaign briefs
Problem: briefs are vague or skipped. Workflow: goals, audience and budget turned into a structured brief. Tools: Claude templates. Benefit: clearer briefs and fewer revisions.
03
Marketing: reporting summaries
Problem: reports take hours to write. Workflow: campaign data summarized with insights and next steps. Tools: Claude with CRM or analytics data. Benefit: faster, more consistent reporting.
04
Sales: account research
Problem: reps go into calls unprepared. Workflow: account and contact research compiled into a call brief. Tools: Claude with web research and CRM. Benefit: better-prepared conversations.
05
Sales: follow-up emails
Problem: follow-up is slow and generic. Workflow: call notes turned into a tailored draft for rep review. Tools: CRM AI features or Claude. Benefit: faster, more relevant follow-up.
06
Sales: pipeline hygiene
Problem: CRM data is stale. Workflow: automated checks flag missing fields and overdue deals. Tools: HubSpot workflows and AI features. Benefit: cleaner pipeline and forecasts.
07
eCommerce: listing creation
Problem: new products take long to list. Workflow: product data turned into channel-specific titles, bullets and descriptions. Tools: Claude with product data. Benefit: faster launches across channels.
08
eCommerce: marketplace feed optimization
Problem: feed files have errors and weak content. Workflow: feed cleaned, optimized and validated before upload. Tools: Claude with spreadsheet feed files. Benefit: fewer upload errors and stronger listings.
09
eCommerce: review analysis
Problem: reviews go unread. Workflow: reviews and questions grouped into themes, issues and marketing angles. Tools: Claude. Benefit: product and messaging insights.
10
Finance: settlement reconciliation
Problem: marketplace payouts are hard to reconcile. Workflow: settlement data checked against accounting entries, with exceptions flagged. Tools: A2X, Xero and Claude. Benefit: faster, more reliable month-end.
11
Operations: document processing
Problem: information is re-keyed from documents. Workflow: documents read, key data extracted and checked. Tools: Claude or the Claude API. Benefit: less manual data entry.
12
Operations: SOPs and knowledge
Problem: know-how lives in people’s heads. Workflow: recordings and notes turned into documented procedures. Tools: Claude Projects. Benefit: easier onboarding and consistency.
Why Strategiza
Playbooks from real work.
These workflows come from our own businesses and client work across marketing, sales, eCommerce and finance. We describe benefits honestly and help you measure results against your own baseline.
- Specific. Clear inputs, steps, tools and checks.
- Honest. No invented statistics.
- Proven in practice. Workflows we use ourselves.
- Adaptable. Tailored to your tools and data.
- Supported. We can implement any playbook for you.
Engagement models
Implement one playbook or many.
Individual workflow implementations are fixed-fee projects. Ongoing optimization runs month-to-month. See how pricing works.
Done with you
We help your team choose and implement playbooks with guidance and review.
Done for you
We implement and operate the workflows for you.
FAQ
Use case questions.
Which use case should we start with?
Usually the one that saves the most time for the most people with manageable risk. An AI Readiness Assessment helps you choose.
Why don’t you list percentage improvements?
Results vary widely by business. We prefer to measure your baseline and report real results rather than quote generic numbers.
Do these workflows require Claude?
Many work with several AI tools. We specialize in Claude and in AI features inside platforms such as HubSpot.
Can you build a custom playbook for us?
Yes. Most engagements produce playbooks tailored to your business.
Where can I see real examples?
See our AI Case Studies and How We Use AI.
Related services
Let’s find your best use case.
Book a free 30-minute strategy call. Tell us where your team spends the most time, and we’ll suggest where AI can help.
info@strategiza.com
+1 480 215 5282 · Irvine, California