Use Cases
Time to Implement
Now that you’ve learned how to craft effective prompts, it’s time to see how Atolio brings those prompts to life in real-world scenarios. These use cases show how teams across your organization use Atolio’s AI-powered search to solve everyday challenges-whether it’s speeding up onboarding, preparing for client meetings, or collaborating across remote teams.
• Sales
• Client Success
• Product
• Engineering
• Marketing
• Operations
• Finance
• Legal
• HR
• IT
Dive into one of the use cases provided and find inspiration that your team can try today to work more efficiently with Atolio.
Need a Hand?
If you have any questions, don’t hesitate to reach out.
You can do so by emailing support@atolio.com or drop in the shared Teams or Slack channel that we setup for your team. Search for the channel (usually has the keyword atolio in the channel name) in your workspace to join.
Details
1 - Engineering
Diagnose problems instantly and consolidates system knowledge for rapid resolution.
Debug Errors
Instantly diagnose errors by matching stack traces to similar past issues and identifying domain experts.
Instantly diagnose the stack trace by matching it to similar past issues in Jira and identifying the domain expert from team directories.
Triage CI/CD
Accelerate pipeline failure resolution by correlating recent commits, internal conversations and process docs.
Show recent commits, internal conversations in Slack/Teams, and process documentation related to the current pipeline failure in [Pipeline Name].
Triage Bugs
Streamline bug triage with instant context on past history, similar bugs, likely root causes, and escalation paths.
Provide triage context for Bug #[Bug ID] by synthesizing past history, similar bugs from Jira, and the official escalation path from Confluence.
Support Documentation
Accelerate documentation updates (RFCs, design docs) by leveraging pull requests and existing content.
Draft an update to the [Design Doc Name] by leveraging content and rationale from the latest approved pull requests and existing documentation.
Accelerate Onboarding
Provide new engineers a fast, consolidated view of all project assets (code, docs, tickets, owners).
Consolidated view of all project assets for Project [Project Name]: code repository links, related documentation, open tickets, and project owners.
Leverage Connectors
Ensure robust data access with field-level indexing and metadata filters for SNOW, Atlassian, Outlook, and SharePoint.
Filter all tickets in SNOW and Jira by Status: [Open/Closed], Priority: [High], and created by [User Name].
Facilitate Content Governance
Support content authority and accuracy efforts via easier monitoring of collections of key documents.
Monitor usage, search patterns, and update status of the 'Critical Policies' document collection in SharePoint to ensure accuracy and adoption.
Thanks for using Atolio! Check out our user guide here for more tips and tricks.
2 - Finance
Retrieve transactional data and financial context to enable audit-ready analysis.
Instant Transactional Query
Enable staff to query multiple systems with natural language to instantly retrieve purchase order details, vendor invoices, or expense report status.
What is the status of Purchase Order #[PO Number]? Search across the ERP, vendor invoices in the finance drive, and expense reports.
Audit-Ready Document Retrieval
Instantly locate and compile all required financial, contractual, and communication records for internal or external audits and compliance checks.
Instantly compile all required financial, contractual, and communication records from ERP and communication logs for the [Audit Type] audit.
Spend Analysis Context
Connect ledger entries and procurement data with business context (e.g., Slack discussions, project plans) to conduct strategic spend analysis and identify cost drivers faster.
Analyze Q4 software spend and identify underlying cost drivers by connecting ledger entries to related Slack discussions and project plans.
Accelerated Reporting Summaries
Rapidly generate summaries of key financial performance indicators, budget variances, and quarter-end close activities based on data across all systems.
Summarize Q4 key financial performance indicators, budget variances, and quarter-end close activities from the ERP and relevant finance reports.
Thanks for using Atolio! Check out our user guide here for more tips and tricks.
3 - HR
Empower employees with instant policy answers.
Employee Self-Service
Provide employees with an always-on conversational interface for instant, accurate answers to common HR questions (PTO, benefits, policy), reducing the administrative load on staff.
How many PTO days do I have remaining this year? Answer this using my profile data and the official PTO policy document.
Internal Talent Mapping
Index employee skills, training records, performance reviews, and project participation data to quickly identify and match internal candidates to new roles or project needs.
Find internal candidates with [Skill/Certification] experience by indexing training records, performance reviews, and project participation data.
Policy Consistency Check
Ensure HR team members provide consistent guidance by grounding all answers and templates in the centralized, approved policy documentation.
What is the official, approved policy on remote work for employees in [State/Country]? Use only the centralized HR policy documentation.
Accelerated Onboarding
Centralize and curate all compliance, benefits, and cultural onboarding materials for a faster and more consistent ramp-up experience for new employees.
Access the New Employee Onboarding Guide: Centralizing compliance, benefits, and cultural materials from HR systems and shared drives.
Thanks for using Atolio! Check out our user guide here for more tips and tricks.
4 - IT
Resolve incidents faster through expert routing and enable employee self-service.
Instant Context & Resolution Timelines
Accelerate MTTR via a holistic view for any open ticket, past ticket history, user communications (Slack/Email), and asset data as well as a chronological timeline of all related events, change logs, error messages, and internal discussion for a specific incident.
Holistic timeline and context for Incident [Incident Number]: compile all events, change logs, user communications, and internal discussions for rapid MTTR.
Natural Language Troubleshooting
Enable agents to search for complex solutions using conversational, natural language and retrieve precise steps from runbooks and tickets.
Walk me through the precise steps for a complex database migration, retrieving the exact procedure from runbooks and past tickets.
Self-Serve Deflection Portal
Provide a high-accuracy, AI-powered internal search experience for employees to resolve common IT issues themselves, significantly reducing low-value ticket volume.
How do I set up VPN on my new laptop? Search the IT knowledge base and past team chats for the step-by-step process.
Expert & System Identification
Instantly identify the correct SME, system owner, or most relevant documentation for any application or infrastructure component during an incident.
Who is the system owner for the [Application/Service Name] component and where is the most relevant current documentation located?
Knowledge Base Curation
Analyze closed tickets and support interactions to automatically identify knowledge base gaps and suggest new articles or updates to existing, outdated runbooks.
Suggest new runbook articles or updates to outdated ones by analyzing patterns in closed P1 tickets and support interactions from the last quarter.
Role-Aware Access
Ensure sensitive technical documentation and security policies are surfaced rapidly but only to authorized users.
Search for current 'Data Encryption Policy' from the GRC drive, ensuring only authorized security team members can view it.
Accelerated Agent Ramp
Centralize training modules, system architecture documents, and historical incident post-mortems for faster, more efficient onboarding of new IT staff.
Access the New IT Staff Onboarding curriculum, centralizing all training modules, system architecture documents, and historical incident post-mortems.
Thanks for using Atolio! Check out our user guide here for more tips and tricks.
5 - Legal
Surface legal precedents and compliance guidance to expedite contract and discovery work.
Precedent and Clause Retrieval
Instantly search a vast repository of historical contracts, legal filings, and internal memos to find relevant legal precedents or approved contractual language.
Find all legal precedents and approved contractual language related to [Contract Clause Type] by searching historical contracts and internal memos.
RFP and Bid Comparison
Accelerate legal review of RFPs, contracts, and bids by instantly extracting key terms and comparing them against standard contractual templates or risk profiles.
Extract key terms and risks from Contract [Contract ID] and compare them against our standard contractual templates and defined risk profiles.
Regulatory Context
Surface current regulatory guidance and internal compliance procedures automatically when reviewing documents related to high-risk areas.
What are the current regulatory guidance and internal compliance procedures for [Regulation Name] when reviewing this document?
e-Discovery Acceleration
Rapidly search, filter, and compile comprehensive sets of documents and communications across all enterprise sources (email, chat, files) for legal discovery purposes.
Compile a comprehensive set of documents and communications from [Custodian Name] between [Date 1] and [Date 2] across email, Slack, and file shares for discovery.
Thanks for using Atolio! Check out our user guide here for more tips and tricks.
6 - Marketing
Unify content and brand assets to increase consistency across all campaigns and touchpoints.
Unified Content Repository
Centralize all content assets, brand guidelines, and approved copy from systems like SharePoint, DAMs, and Drives into a single, searchable source of truth.
Find the single, latest approved version of the Atolio logo and brand guidelines by searching all DAMs and Marketing Drives.
Instant Asset Retrieval
Use natural language search to instantly locate the latest version of any asset (e.g., “Find the Q4 pricing sheet for Enterprise customers,” or “Show me the legal-approved logo”).
Find the Q4 pricing sheet for Enterprise customers and confirm it is the latest, legal-approved version.
Brand & Compliance Guardrails
Surface the most current, compliant, and legally approved language/disclaimers directly in the user’s workflow to eliminate version sprawl and legal risk.
What is the current, legally approved disclaimer required for all case studies in [Region]?
Cross-Campaign Learning
Retrieve past campaign briefs, performance reports, and creative assets simultaneously to inform strategy, minimizing duplicate efforts and identifying winning formulas.
Compare Campaign [Campaign 1 Name] assets, performance reports from Google Analytics, and original briefs simultaneously to inform the next campaign strategy.
Personalized Content Drafting
Draft highly targeted ad copy, emails, or campaign messages by instantly synthesizing prospect history, product specs, and relevant customer testimonials.
Draft targeted ad copy for [Product A] by synthesizing product specs, prospect history, and relevant customer testimonials.
Data Fragmentation Bridge
Connect performance data from analytics tools (e.g., Google Analytics, CRM) with the content used (e.g., creative files, copy docs) for integrated analysis and faster ROI justification.
Analyze content ROI by correlating blog post content files with conversion performance data from Google Analytics and the CRM.
Cross-Functional Alignment
Enable non-marketing teams (Sales/CS) to instantly query product and brand information, ensuring consistent external messaging across the customer lifecycle.
What is the official messaging for the competitive feature [Competitor Feature]? Query the Marketing wiki and product documentation.
Thanks for using Atolio! Check out our user guide here for more tips and tricks.
7 - Product
Surface institutional knowledge and customer insights to accelerate development.
Instant Problem Validation
Validate new feature ideas or triage bugs by instantly querying internal knowledge for past discussions, user complaints, similar defects, and existing feature rationale.
Find all user feedback, past discussions in Slack, and similar reported defects in Jira related to [Feature Name] for validation.
Ask the Product Q&A
Provide a conversational interface that instantly answers stakeholder questions (Sales, CS, Marketing) about product features, technical specs, and pricing, relieving the PM bottleneck.
What are the technical specs and pricing limits for the [API/Service]? Answer this using the latest documentation from Confluence.
GTM Content Authority
Provide a single, authenticated source of truth for all sales enablement materials, pitch decks, and spec sheets to ensure GTM teams are always using the latest information.
Find the single, latest approved pitch deck for [Vertical] by searching all Marketing and Sales Drive folders.
Decision Audit Trail
Locate all historical decisions, meeting notes, and rationale for a specific feature or technical choice by searching across tickets, wiki pages, and chat logs.
Locate the original decision rationale for deprecating [Old Feature] by searching all tickets, wiki pages, and chat logs.
Cross-Functional Feedback Loop
Automatically tag and surface related customer feedback from support tickets and sales calls when a PM is viewing a feature design document or roadmap item.
Show me all related customer feedback from support tickets in Jira and sales calls in Gong when I view the design document for [Roadmap Item ID].
Targeted Persona Insights
Filter internal customer data to quickly gather qualitative and quantitative insights specific to a buyer persona or customer segment for focused development efforts.
Gather qualitative and quantitative insights from customer usage data and support interactions for the [Persona/Segment] segment.
Accelerated PM Onboarding
Leverage a curated knowledge hub to accelerate the ramp-up time for new PMs by giving them immediate access to institutional knowledge and past product review materials.
Access the PM institutional knowledge hub, compiling historical analysis, product review materials from Confluence, and decision logs from Jira.
Thanks for using Atolio! Check out our user guide here for more tips and tricks.
8 - Sales
Mine account intelligence to improve relevance, accelerate deal progression, and enable data-driven selling.
Account Snapshots
Provide a holistic 360° customer view by centralizing access to data across CRM, Slack, tickets, usage data, and comms tools.
Show me a 360-degree view of [Customer Name] by looking across platforms that mention them, including our CRM, Slack, Jira tickets, and any usage data we might have.
Outreach Drafting
Draft targeted outreach by synthesizing prospect history, similar customer profiles, and internal references.
Draft a personalized outreach email for [Prospect Name] by synthesizing their contact history in the CRM, related internal notes, and success stories from similar customers.
Competitive Intel
Centralize competitive intelligence by aggregating data from battlecards, calls, and win/loss analyses.
Summarize our competitive position against [Competitor] by aggregating data from all battlecards, recent calls in Gong, and win/loss reports in our shared drive.
Account Reporting
Accelerate weekly progress summaries detailing account movement, roadblocks, and required attention.
Generate a weekly progress summary for my accounts, detailing account movement from the CRM, identified roadblocks from support tickets, and required attention noted in Slack.
Proposal Support
Expedite proposal and RFP response by instantly retrieving relevant specs, past submissions, and case studies.
Retrieve all relevant specs, past RFP submissions for [Product Line], and case studies from the Marketing drive to expedite this proposal response.
Lead Enrichment
Shorten lead qualification and enrichment by checking fit against existing knowledge of prospect, contact history, and insights on existing customers.
Qualify [Lead Name] and enrich their profile by checking fit against existing knowledge, contact history in Salesforce, and insights on successful customers.
Onboarding Acceleration
Leverage a unified, curated knowledge hub to accelerate onboarding and shorten time-to-first-deal.
Access the curated sales onboarding knowledge hub to find all training modules, pricing documents, and pitch decks needed to close a deal in [Region].
Content Authority
Guarantee answers and collateral are accurate, relevant, and based on the current “single source of truth,” eliminating version sprawl and the risk of using outdated materials.
What is the current, approved pricing for [Product Tier] as defined in the master pricing sheet, ignoring any draft documents?
Thanks for using Atolio! Check out our user guide here for more tips and tricks.
9 - Strategy / GM
Synthesize strategic intelligence across functions to enable proactive executive decision-making.
Centralized Strategic IP
Centralize all strategic plans, executive meeting minutes, and investment reviews into a single, secure, searchable repository (“collection”) that also updates in near real-time.
Search the secure Executive Strategic Planning Collection for the latest investment review notes regarding [Topic].
Cross-Functional Intelligence Synthesis
Synthesize business intelligence by instantly compiling and summarizing complex performance data from CRM, ERP, and product systems for rapid analysis.
Summarize Q4 business performance by compiling and synthesizing data from the CRM, ERP, and product usage systems.
Natural Language Querying
Enable natural language querying of complex internal metrics (e.g. “What is the latest on Q3 hiring efforts?”).
What is the latest on Q3 hiring efforts for the Engineering team? Query the HR system and Finance budget tracker for the answer.
Executive Onboarding Acceleration
Curate a dedicated knowledge hub for new executives containing historical analysis and key institutional wisdom to accelerate ramp time and enable self-serve onboarding.
Access the Executive Institutional Wisdom Hub, compiling historical analysis, executive meeting notes, and key institutional decisions.
Expert Identification
Identify and surface the most relevant SME or process owner for any strategic initiative or important historical context.
Who is the process owner for the [Strategic Initiative Name] rollout and where are their related documents located?
Strategic Alignment Tracking
Monitor document usage, search patterns, and progress status to analyze the organization’s understanding of, adherence to, and activation around strategic initiatives and mandates.
Show document usage, search patterns, and progress status to analyze organizational adherence to the [Mandate Name] mandate.
Risk & Opportunity Correlation
Complement external market signals and and competitive intelligence with internal performance, strategy roadmap, investment, and resource insights to enable proactive planning and risk mitigation.
Generate a risk mitigation report for Project [Project Name] by complementing external market signals with internal strategy, investment, and resource insights.
Thanks for using Atolio! Check out our user guide here for more tips and tricks.
10 - Support
Centralize knowledge to empower agents and resolve tickets faster.
Centralize Context
Provide a central location to access context and information and compile unified customer timelines with all tickets, interactions, and account data.
Compile a unified chronological timeline for account [Account Name] showing all support tickets, sales interactions from the CRM, and email correspondence.
Draft Responses
Generate knowledge-based ticket responses using documentation and past resolutions.
Draft a ticket response for Issue #[Ticket Number] using information from the internal knowledge base and similar past resolutions in Jira.
Close KB Gaps
Identify knowledge base gaps by analyzing recurring closed ticket issues.
Analyze closed tickets from the last quarter to identify the top 5 recurring issues that do not yet have articles in our internal knowledge base.
Search in Natural Language
Get instant access to precise answers to customer questions from a variety of relevant sources and platforms (including knowledge bases, support documents, past case histories, FAQs, and troubleshooting guides) using natural language searches.
How do I troubleshoot error code [Error Code] by searching across the knowledge base, support documents, and past case histories?
Remove Dependencies
Reduce cross-departmental and specialized support agent dependencies for ticket resolution by democratizing info, simplifying discovery, and enabling self-serve.
How does the [Specialized System Name] integration work? Search the engineering wiki, process docs, and past Slack channels for setup instructions.
Improve Deflection
Enable targeted answers and deflection pathways by aggregating knowledge.
What is the standard deflection pathway for billing questions? Aggregate the response from the billing FAQ, support documentation, and HR policy.
Role-Aware Search
Surface relevant artifacts quickly with authenticated, role-aware search.
Find the Q4 budget planning documents from the Finance Drive, ensuring I only see them if my user role is authorized.
Accelerate Onboarding
Onboard new agents more efficiently via better, curated access to unified internal and external documentation.
Show me the onboarding track for new CS agents, compiling all unified internal documentation, external product guides, and training videos.
Thanks for using Atolio! Check out our user guide here for more tips and tricks.