SOPs & process documentation
Turn how your team actually works into SOPs people can follow and agents can use.
- Agent: Claude
- Capture: Fireflies.ai
- System of record: Notion
- Automation: Zapier
- Docs as code (optional): GitHub
Business use cases
Pick the job. Get the stack.
Each use case pairs tools by role (agent, data source, system of record, automation) and shows how data moves between them.
Independent reviews. IonBin has no partnerships with the tools on this page and was not paid for these listings. Our evaluations are our own, based on public documentation and our research. Product names are trademarks of their owners and are used for identification only. How disclosure works.
Business data & reporting
Pull numbers from the systems you already use into one place an agent can analyze and explain.
- Agent: Claude
- Data source: HubSpot (free CRM)
- Data source: Stripe
- Automation: n8n
- Data hub: Google Workspace (Gmail, Drive, Sheets)
- Output: Notion
- Product data: PostHog
Sales, CRM & outreach
Find the right accounts, enrich them, and keep every deal in one CRM, with an agent doing the busywork.
- Agent: Claude
- Prospect data: Apollo.io
- Enrichment: Clay
- System of record: HubSpot (free CRM)
- Automation: Make
Marketing content & social
Research, write, design and publish on-brand content, with the agent handling the first draft of everything.
- Agent: ChatGPT
- Research: Perplexity
- Design: Canva
- Video & audio: Descript
- Planning: Notion
- Distribution: Beehiiv
Customer support
Answer faster from a help desk your agent can search, with help-center drafts a person approves.
- Agent: Claude
- Help desk: Intercom
- Knowledge source: Notion
- CRM: HubSpot (free CRM)
- Automation: Zapier
Ops & admin automation
Hand repeat admin (receipts, logs, notices, handoffs) to workflows your agent can trigger.
- Automation hub: n8n
- Agent: Claude
- Trigger source: Stripe
- Log: Google Workspace (Gmail, Drive, Sheets)
- Notifications: Resend
Research & market intelligence
Competitor, market and search research with sources you can cite.
- Research agent: Perplexity
- Analyst: Claude
- Search & competitors: Semrush
- Your search data: Google Search Console
- Output: Notion
Dev, web & IT
Design, code, host and ship sites and internal tools, with an AI editor doing most of the typing.
- Agent: Cursor
- Design: Figma
- Code: GitHub
- Static hosting: Cloudflare Pages
- App hosting: Railway
- Email: Resend
Paid media & ads
Run ad reporting and targets from profit and real tests, with an agent doing the pulling and explaining.
- Agent: Claude
- Ad data: Windsor.ai
- Margins: QuickBooks
- Search insight: Semrush
- Creative: Canva