What Can WRITER Agent Do?
Last updated: July 17, 2026
WRITER Agent is more than a chatbot. It researches, writes, analyzes, builds, and connects to the tools you already use — all in one conversation. This guide shows you exactly what it can do and how to get the most out of it.
Each section covers one capability, explains what you get from it, and shows specific use cases for two personas: Marketer and Sales Person.
The ideas below are not exhaustive capabilities, just some ideas to get you started,
Go to capabilities
🔍 1. Web Search & Real-Time Research
Get up-to-date information from the web in seconds. WRITER Agent searches multiple sources, reads specific pages, and pulls back clean, cited summaries — so you never have to leave your workflow to do research.
Capability | Marketer Use Case | Sales Use Case |
Web search | "Find the top five trending topics in B2B SaaS marketing this week and draft three LinkedIn post ideas." | "Research [Prospect Company]'s latest news and funding rounds before my discovery call tomorrow." |
Multi-source research | "Compare messaging across our top three competitors' homepages and summarize the key differences." | "Pull together a competitive battlecard for [Competitor] — what are their common objections and weaknesses?" |
Live data | "Find current benchmark stats for email open rates in financial services." | "Get the latest analyst reports on the cybersecurity market to back up our value story in this proposal." |
Page reading | "Read the agenda from this conference website and identify sessions we should attend or sponsor." | "Pull the leadership team bios from [Prospect]'s About page so I can personalize my outreach." |
🎧 2. Audio & Video Transcription
Upload a recording — or paste a YouTube link — and get a full transcript with speaker labels. WRITER Agent handles the whole thing. No third-party tool needed.
Capability | Marketer Use Case | Sales Use Case |
Audio transcription | "Transcribe this podcast episode featuring our CEO and pull out the three best quotes for social." | "Transcribe this customer interview recording and pull out the key pain points for our next QBR deck." |
Video transcription | "Transcribe our latest product demo video and turn it into a blog post outline." | "Transcribe the recording from last week's sales call and summarize the main objections the prospect raised." |
YouTube transcription | "Transcribe this analyst keynote from YouTube and flag any mentions of our competitors." | "Transcribe this prospect's CEO interview on YouTube — I want to understand their priorities before our exec meeting." |
Speaker-labeled transcripts | Transcribe this focus group recording and separate each participant's feedback by speaker." | "Get a full transcript of our last team training call so I can turn it into an onboarding doc for new reps." |
🖼 3. Image Generation & Editing
Create new images from a description or edit images you already have. You don't need a designer or a design tool. Just describe what you want.
Capability | Marketer Use Case | Sales Use Case |
Image generation | "Generate a hero image for our new campaign landing page — modern, tech-forward, blue and white." | "Create a clean, professional cover image for my proposal document." |
Image editing | "Take our product screenshot and add a dark background with white text overlays for a social ad." | "Edit this slide diagram to match the prospect's brand colors for a custom deck." |
Concept visuals | "Generate three visual concepts for our upcoming conference booth — futuristic, minimalist, and bold." | "Create a simple before/after diagram to illustrate our ROI story." |
👁 4. Visual Analysis
Upload any image — a screenshot, chart, whiteboard photo, or design — and ask WRITER Agent about it. It reads the visual and answers your questions.
Capability | Marketer Use Case | Sales Use Case |
Chart analysis | "Here's a screenshot of our analytics dashboard — summarize the key trends and flag anything unusual." | "Analyze this chart from the prospect's annual report and tell me what it suggests about their growth." |
Design feedback | "Review this landing page screenshot and identify any messaging gaps." | "Look at this competitor's pricing page and summarize how their packaging compares to ours." |
Text from images | "Pull all the text from this event flyer image so I can repurpose it for an email." | "Read the contact details from this business card photo." |
Whiteboard capture | "Here's a photo of the whiteboard from our strategy session — turn it into structured notes." | "Analyze this whiteboard diagram from my call and turn it into a clean process summary." |
📄 5. Document Creation & Editing
WRITER Agent creates real, properly formatted files — PDFs, Word docs, PowerPoint decks, Excel spreadsheets, and HTML pages. Download them and share them right away.
Capability | Marketer Use Case | Sales Use Case |
PDF creation | "Turn this campaign brief into a polished PDF I can share with stakeholders." | "Generate a formatted PDF proposal with an executive summary, pricing table, and next steps." |
Word documents | "Write and format a content strategy doc with headers, sections, and a table of contents." | "Create a Word doc version of our case study template with the new client's details filled in." |
PowerPoint decks | "Build a 10-slide campaign performance deck with data slides and key takeaways." | "Build a custom QBR presentation for [Account] with their usage data, ROI summary, and renewal roadmap." |
Excel spreadsheets | "Create a campaign tracker with tabs for each channel, formulas, and conditional formatting." | "Build a pipeline forecast spreadsheet with deal stages, weighted probabilities, and a summary tab." |
HTML pages | "Create a standalone HTML landing page mockup for our upcoming product launch." | "Build an interactive HTML one-pager showcasing our solution for a specific vertical." |
🌐 6. Browser Automation
WRITER Agent can open a browser, navigate pages, click buttons, and pull data from sites that don't give it up easily. Use this when a regular web search isn't enough.
Capability | Marketer Use Case | Sales Use Case |
Web navigation | "Open this event registration site and pull all the speaker and session details." | "Open [Prospect]'s LinkedIn company page and pull their latest job postings to spot buying signals." |
Website flow | "Walk through our CRM trial signup and document every step for a conversion review." | "Pull the full product catalog from [Competitor]'s website, even the parts that require the page to load first." |
💻 7. Code Execution & Data Processing
Run scripts, process data files, and automate repetitive data work — without needing a developer or a separate tool.
Capability | Marketer Use Case | Sales Use Case |
Data analysis | "Here's our campaign export — calculate click-through rate, cost per click, and conversion rate by channel and rank them." | "Analyze this spreadsheet of 500 inbound leads and segment them by industry, company size, and lead score." |
Automation scripts | "Read our email list, remove duplicates, and give me a clean version." | "Filter this deal export for opportunities over $50K that are at 60% probability or higher, then create a summary table." |
Data transformation | "Convert this data export into a clean, formatted spreadsheet with only the columns I need." | "Take this raw pricing file and turn it into a readable price list document." |
📈 8. Interactive Dashboards & Web Apps
Build live, interactive tools your team — or your prospects — can actually use. No developer required.
Capability | Marketer Use Case | Sales Use Case |
Interactive dashboards | "Build a dashboard that shows our campaign metrics by channel, week, and geography from this attached csv." | "Create a pipeline dashboard with deal value broken down by stage, rep, and close quarter from this attached csv." |
Custom web apps | "Build a simple tool where our team enters campaign parameters and gets instant reach and frequency estimates." | "Build an ROI calculator I can share with prospects — they enter their current costs and it shows our projected savings using this attached csv." |
Data visualization | "Create a visual content calendar that pulls from our editorial tracker in Google Sheets." | "Build a territory map showing my accounts geographically with deal size markers using this attached csv." |
🔁 9. Playbook Automation
Turn any multi-step workflow into a reusable playbook you can run on demand or on a schedule. Set it up once, run it whenever you need it.
Capability | Marketer Use Case | Sales Use Case |
Workflow automation | "Create a playbook that pulls last week's SEO rankings, summarizes changes, and posts a digest to Slack every Monday." | "Build a playbook that pulls new leads from HubSpot each morning, researches each company, and drafts a personalized outreach email." |
Recurring reports | "Set up a weekly playbook that compiles campaign data from Sheets and emails a summary PDF to our CMO." | "Automate a Monday morning playbook that pulls my Gong calls from the previous week and summarizes key themes." |
Multi-step processes | "Create a content launch playbook brief → research → draft → format → Slack notification." | "Build a deal review playbook: pull HubSpot data → summarize call history from Gong → draft exec summary → post to Slack." |
📧 10. Email (Gmail & Outlook)
Read, search, write, and send emails through your connected Gmail or Outlook — without switching tabs.
Capability | Marketer Use Case | Sales Use Case |
Drafting & sending | "Draft and send a follow-up to our agency partner about the Q3 campaign brief." | "Write and send a personalized follow-up to [Prospect] referencing the pain points they mentioned on our call." |
Inbox search | "Search my inbox for all emails from our PR agency this month and summarize what's outstanding." | "Find all threads with [Account] and give me a timeline of our relationship over the last six months." |
Email analysis | "Scan the last 20 emails from our newsletter list and identify common questions or feedback." | "Pull all inbound leads that have come into the inbox from the past week and summarize them by industry and interest level." |
📁 11. Google Drive, Google Docs & Microsoft Sharepoint
Find, read, create, and edit files in your Google Drive or Microsoft Sharepoint without opening a new tab.
Capability | Marketer Use Case | Sales Use Case |
Drive search | "Find our brand guidelines doc in Drive and pull the approved color codes and font specs." | "Search Drive for all proposal templates and tell me which one fits an enterprise deal best." |
Doc creation and editing | "Create a new Google Doc with a detailed campaign brief for our Q3 product launch." | "Update the customer success story template in Drive with the new case study details." |
Content reading | "Open our competitor analysis Doc and summarize any changes made in the last two weeks." | "Pull all the discovery questions from our sales playbook Doc and format them into a printable cheat sheet." |
📊 12. Google Sheets
Read from, write to, and analyze data in Google Sheets — great for live data workflows.
Capability | Marketer Use Case | Sales Use Case |
Data reading | "Open our campaign performance tracker and summarize which channels are ahead of target this quarter." | "Pull the pipeline data from our shared tracker and calculate the weighted forecast by rep." |
Data writing | "Add this week's content publishing stats to our editorial calendar Sheet." | "Update the deal status column in our shared CRM export for all the deals I closed this week." |
Report generation | "Read our marketing spend Sheet and generate a formatted PDF breaking down ROI by channel." | "Take the lead scoring data in this Sheet and build a prioritized outreach list ranked by score." |
📅 13. Google Calendar
Check your schedule, create events, and manage your time — all through conversation.
Capability | Marketer Use Case | Sales Use Case |
Event creation | "Schedule a campaign kickoff meeting with the creative team for next Tuesday at 10 AM." | "Book a discovery call with [Prospect] for Thursday at 2 PM and add our meeting prep doc to the invite." |
Calendar review | "What does my week look like? Flag any back-to-back meetings or conflicts." | "Check my calendar for the next two weeks and block 90 minutes each morning for prospecting." |
Recurring events | "Create a recurring monthly campaign review with our demand gen team." | "Set up quarterly check-ins with my top 10 accounts for the rest of the year." |
💬 14. Slack
Send messages, read channel history, and create Canvases — so your team stays in the loop without you switching tools.
Capability | Marketer Use Case | Sales Use Case |
Sending messages | "Post a summary of this week's campaign metrics to our #marketing-updates channel." | "Send a message to #sales-team with the three accounts I need intro help on this week." |
Reading channels | "Read the last 50 messages in #product-feedback and identify the top themes customers are raising." | "Summarize the last two weeks of #deals-enterprise so I can catch up quickly." |
Canvas creation | "Create a Slack Canvas with our Q2 campaign plan, broken into sections with key dates." | "Build a deal room Canvas for [Account] — include the stakeholder map, timeline, and open items." |
🏢 15. HubSpot CRM
Work with your HubSpot contacts, companies, deals, and activity — all from a single conversation.
Capability | Marketer Use Case | Sales Use Case |
Contact lookup | "Pull all contacts from our last webinar campaign and show me their engagement scores." | "Look up [Prospect Company] in HubSpot and give me a full summary of all activities and deal history." |
Deal management | "Show me all deals in 'Proposal Sent' that haven't had any activity in more than 14 days." | "Create a new deal for [Prospect] and log today's discovery call with my notes." |
Pipeline analysis | "Summarize our pipeline by stage and flag any deals that have stalled." | "Pull my personal pipeline from HubSpot and calculate my forecasted close value for this month." |
✅ 16. Asana
Create tasks, update projects, and manage work in Asana without breaking your flow.
Capability | Marketer Use Case | Sales Use Case |
Task creation | "Create Asana tasks for each deliverable in this campaign brief and assign them to the right people." | "Create follow-up tasks for each action item from today's QBR and set due dates." |
Project updates | "Update the status of pending tasks in our product launch project to reflect this week's progress." | "Add a note to the [Account] project in Asana summarizing what we discussed today." |
Progress review | "Summarize all overdue tasks in our content calendar project and show who's most behind." | "Show me all my Asana tasks due this week and prioritize them by deal stage." |
📞 17. Gong
Pull call recordings, transcripts, and conversation data from Gong and turn them into action.
Capability | Marketer Use Case | Sales Use Case |
Call analysis | "Pull the last 10 Gong calls where prospects mentioned our main competitor and summarize what they said." | "Analyze my last five discovery calls and identify the most common objections I'm getting." |
Win/loss research | "Find calls from deals we lost last quarter and pull out the themes that kept coming up." | "Pull all Gong calls for [Account] and give me a full summary of the relationship and conversation history." |
Team insights | "Find the calls this month where our team's talk-to-listen ratio was best and worst." | "Summarize the key moments from yesterday's demo so I can send a sharp follow-up email." |
+ So much more! This is just a list to get you started, only limit is your imagination. We look forward to seeing what you build!
💡 Pro Tips
Be specific. The more context you give — company names, timeframes, formats, audiences — the better the output. "Write a follow-up email" is generic. "Write a follow-up to a VP of Engineering at a 200-person fintech company who raised a concern about our API rate limits" gets you something you'll actually send.
Chain requests together. You can ask WRITER Agent to handle multiple steps at once. "Research this company, pull their leadership team from LinkedIn, and draft a personalized outreach email" is a single, valid request.
Ask for files. Any output can be saved as a downloadable file — PDF, Word, PowerPoint, Excel, HTML, and more. Just say "save this as a PDF" or "turn this into a deck."
Use your integrations. Your connected tools — Gmail, HubSpot, Slack, Google Drive, and more — make every workflow faster. WRITER Agent reads from and writes to all of them in the same conversation.