BUSINESS TOOLS
Six Prompt Groups for Everyday Work
Each group brings related prompts together so your team can find the right
question quickly — sales, customers, jobs, finance, productivity and products.
Turn more opportunities into sales.
Identify quotes that need following up, discover ageing leads, review your
sales pipeline and see which opportunities deserve attention — without
digging through screens and reports.
- Quotes
- Opportunities
- Leads
- Sales
Example questions
- Which quotes are older than 30 days?
- Show my opportunity pipeline.
- Which leads need attention?
Business benefit: Spend less time searching for sales information and more time following up on opportunities.
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Your sales information is already in CreataCRM. CreataAI helps you
make better use of it. Instead of manually searching through records
and reports, simply ask CreataAI what you need to know — including
questions such as “Show sales by salesperson this month.”
Know your customers. Build stronger relationships.
Find customers who haven’t purchased recently, review an account before
you call, and prepare personalised marketing communications from CRM data.
Example questions
- Which customers have stopped buying?
- Summarise this customer before I call them.
- Draft a re-engagement email.
Business benefit: Improve customer relationships and prepare targeted communications without starting from scratch.
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Whether you’re following up with an existing customer or planning a
re-engagement campaign, CreataAI helps you get started using the
customer information already in your CRM — including preparing an
email for customers with a particular tag.
Stay organised. Keep your team moving.
See what needs completing today, identify overdue tasks, review open
support tickets and check activities — without switching between multiple
screens.
- Jobs
- Tickets
- Tasks
- Activities
Example questions
- Show my jobs today.
- Which tasks are overdue?
- Show open customer support tickets.
Business benefit: Less time navigating screens, better visibility of outstanding work and fewer forgotten follow-ups.
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Managing jobs, customer requests, tasks and appointments can mean
jumping between many views. CreataAI brings that information together
through simple questions — useful in the office or in the field,
including “What activities are due this week?”
Understand what needs attention in your business.
Ask for an executive briefing, identify overdue invoices, review customer
balances and surface priorities — without manually combining information
from multiple areas of CreataCRM.
- Executive Dashboard
- Invoices
- Financial
Example questions
- Give me this week’s executive briefing.
- What needs my attention today?
- Show overdue invoices.
Business benefit: Make more informed decisions with faster access to business information and outstanding financial commitments.
Full profit, margin and cash-flow reporting are not currently supported
through CreataAI’s live query tools.
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CreataAI helps business owners and managers get a clearer picture of
operations — including questions such as “Which customers owe the
most?” — using the invoices and dashboard information already in
CreataCRM.
Less administration. More time for your business.
Go beyond answers — turn recordings, emails and lists into summaries,
action items, drafted replies and follow-up tasks your team can review
before anything is created or sent.
- AI Productivity
- Activity AI
- AI Workflows
Example questions
- Summarise this meeting recording.
- Extract action items from this email.
- Draft a professional follow-up reply.
Business benefit: Reduce repetitive administration while keeping users in control of what gets created or sent.
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Instead of rewriting notes, organising tasks and preparing routine
communications by hand, CreataAI does the preparation — including
creating follow-up tasks for overdue invoices after you review the
suggested actions.
Connect product information with customer opportunities.
Find customers who purchased a selected product and use that list for
follow-up or marketing — after you confirm adding them to a tag.
- Products
- Inventory
- Purchasing
Example questions currently supported
- Find customers who bought a particular product.
- Add those customers to a selected tag.
Business benefit: Turn product purchase history into useful customer lists and more relevant follow-up campaigns.
The library also contains inventory and purchasing questions, but live
stock-level, purchase-order and product-margin queries are not yet
supported.
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CreataAI’s product-related capabilities help you understand who has
bought particular products and turn that history into marketing or
sales follow-up — without implying unsupported live stock or margin
queries can return data today.
