Use cases
What could you stop carrying in your head?
Every business has work someone has to remember, chase, check, reconcile, research, update or escalate. Some of it lives in one system. The difficult work rarely does.
Ziggyy is built for the recurring work between systems, people, decisions and deadlines — the work that doesn't disappear just because one automation fired.
You don't need to know what to automate. Tell Ziggyy how your business works and where work gets stuck.
You may already have a Mission
You don't have to arrive with an AI use case.
You might simply know that…
- Leads are slipping through
- Someone spends every Monday assembling the same report
- Important requests sit unanswered
- A person checks several systems to understand what happened
- Documents arrive but still need classifying, reviewing and acting on
- Exceptions are discovered too late
- Customers or vendors need repeated follow-up
- Somebody reconciles what one system says against another
- Operational knowledge lives in people's heads
- Your team spends time finding out what needs attention before they can work on it
- Data gets copied from one system to another by hand
- Nobody is quite sure whether it actually got done
That's enough to start. Ziggyy helps turn the problem into a Mission.
Missions by kind of work
Grow Revenue
Keep opportunities moving.
Revenue work usually fails between systems, not inside them. Ziggyy connects the pieces into one continuing Mission.
Find and qualify target accounts
A continually researched list of prospects that match your real commercial criteria.
Not “50 leads.” 50 leads with evidence and a clear next step.
- What Ziggyy handles
- Researches companies from approved sources
- Compares each against your criteria
- Finds the right decision-makers
- Records qualified prospects, without duplicates
- Where people step in
- Uncertain prospects go to Sales to decide.
- Verified when
- Every prospect has evidence, a qualification status and a next action.
Keep the pipeline clean
Know which opportunities are moving, which are stale and what needs attention.
Instead of another dashboard: what changed, and what needs action.
- What Ziggyy handles
- Detects inactivity and missing fields
- Notices opportunities that may have changed
- Prepares the next-action queue
- Where people step in
- Owners confirm changes to deal stages.
- Verified when
- Every open opportunity has a current state and an owner.
Prepare for important meetings
Walk into meetings already knowing what matters.
Not an information dump. A decision-ready briefing.
- What Ziggyy handles
- Gathers company context and past conversations
- Pulls open commitments and unresolved questions
- Suggests discussion points
- Where people step in
- You decide what to bring to the room.
- Verified when
- A brief exists before every qualifying meeting.
Watch important accounts
Notice meaningful changes before someone remembers to look.
- What Ziggyy handles
- Watches leadership, hiring, funding and launches
- Separates meaningful signals from noise
- Updates the account's next step
- Where people step in
- Account owners decide how to act on a signal.
- Verified when
- Each material change reaches its owner with its source.
Make sure follow-ups happen
Promising conversations don't quietly die.
Not “send an email in three days.” Keep this opportunity moving.
- What Ziggyy handles
- Tracks commitments and follow-up conditions
- Prepares the next step
- Keeps the thread until there's a clear outcome
- Where people step in
- External messages wait for your approval.
- Verified when
- Every open conversation has an owned next step.
- A lead exists.
- Research lives somewhere else.
- Someone promised a follow-up.
- A CRM field is stale.
- Nobody owns the next step.
Run Operations
Keep the business moving without constantly checking it.
Operations is thousands of small state changes. Most software records them. Someone still has to manage them.
Monitor operational exceptions
Know what needs attention without watching every system.
- What Ziggyy handles
- Evaluates approved operational signals
- Spots missing items, overdue work and thresholds crossed
- Keeps routine events quiet
- Where people step in
- Exceptions surface in Needs You, with evidence.
- Verified when
- Every run is checked — including runs where a source was missing.
Reconcile information across systems
Records agree — and you know when they don't.
Finding the break is not completion. Resolving its state is.
- What Ziggyy handles
- Compares records across approved systems
- Classifies each difference
- Gathers the supporting evidence
- Where people step in
- Differences that can't be resolved safely go to a person.
- Verified when
- Every item ends matched, resolved, accepted as known, or escalated.
Coordinate recurring operating routines
The routine gets completed — not just remembered.
- What Ziggyy handles
- Weekly reviews, inventory checks, vendor status, compliance preparation
- Knows what evidence each routine requires
- Chases the missing pieces
- Where people step in
- Owners sign off where the routine needs it.
- Verified when
- The routine's defined evidence exists for the period.
Track things other systems forget
Notice the expected event that never happened.
Automation reacts to events. Ziggyy also notices the ones that never came.
- What Ziggyy handles
- Knows what should have arrived, and by when
- Notices the document, reply or update that didn't
- Follows up before it becomes a problem
- Where people step in
- You decide what happens when something stays missing.
- Verified when
- Every expected event arrived, or has an owner and a reason.
Coordinate vendors and external parties
Keep the thread with people outside your company.
- What Ziggyy handles
- Tracks requests, promised dates and missing documents
- Prepares follow-ups
- Escalates on your conditions
- Where people step in
- External messages wait for your approval.
- Verified when
- Every open request has a current state and a next step.
- Received.
- Missing.
- Waiting.
- Overdue.
- Unmatched.
- Escalated.
Admin & Data
Give repetitive knowledge work somewhere to go.
Too much judgement for basic automation. Far too repetitive to consume a person every time.
Turn incoming information into organized work
Information becomes useful without someone shepherding it.
- What Ziggyy handles
- Identifies what arrived and what it relates to
- Extracts what matters and compares it to what's known
- Updates the right record and sets the next action
- Where people step in
- Ambiguous items go to the owner to classify.
- Verified when
- Every item is filed, actioned or with a person.
Maintain recurring business briefings
Know what changed without rebuilding the picture.
What changed? Why does it matter? What needs attention?
- What Ziggyy handles
- Gathers approved information for the period
- Highlights changes, exceptions and decisions pending
- Delivers on schedule
- Where people step in
- You choose the audience and the channel.
- Verified when
- The brief covers the whole period and was delivered.
Research questions that evolve
A question kept current, not answered once.
A one-time search gives you an answer. A Mission maintains the question.
- What Ziggyy handles
- Competitor landscapes, target markets, vendor shortlists
- Keeps its context between runs
- Reports only material change
- Where people step in
- You decide what counts as material.
- Verified when
- Every change links to its source.
Document intelligence with a purpose
Documents drive the process they belong to.
Reading documents isn't the Mission. Doing something useful with them is.
- What Ziggyy handles
- Classifies new documents
- Checks them against what's expected
- Detects missing or conflicting information
- Where people step in
- Genuine exceptions reach a person with the document.
- Verified when
- Each document's process reached its next state.
Maintain operational records
Important records stay useful instead of going stale.
- What Ziggyy handles
- Inspects approved systems for incomplete or inconsistent data
- Builds a focused correction queue
- Fixes what the rules allow
- Where people step in
- Corrections outside the rules wait for approval.
- Verified when
- Each flagged record is corrected or explicitly accepted.
- It arrives.
- Someone reads it.
- Someone files it.
- Someone updates the record.
- Someone remembers to check.
What makes a great Mission?
Check what's true of the work you're thinking of.
The more of these apply, the more Ziggyy has to carry.
Tick what applies to see how well it fits.
When not to use Ziggyy
We don't want to automate everything.
If one application already completes a job perfectly from beginning to end, you probably don't need Ziggyy for it.
Ziggyy matters when the work continues outside that application:
- Between systems
- Between people
- Across time
- Through exceptions
- Into verification
And when nobody wants another dashboard to babysit.
Mission discovery
Not sure what your first Mission should be?
Most people aren't. That's part of the product.
Start with what's annoying
Ziggyy helps turn the problem into a clear Mission — its objective, rules, systems, approvals, exceptions and definition of done. No workflow diagram required.
Your first Mission doesn't need to transform the company.
It needs to remove one recurring responsibility your team is tired of carrying. Prove that. Then give Ziggyy another.
Start with one outcome. Build from there.