makers use cases
Operational challenges turned into products, agents and systems.
Illustrative use cases showing how Makers approaches discovery, solution design, implementation and improvement for companies seeking better sales, customer service and operations.
cases.makers.pt
operations6 active patterns
01Prospecting with data and qualified lists
02Customer service with triage and human handover
03Sales automation with organised follow-up
04Bespoke software for internal processes
applications
Use cases organised by problem, rather than technology.
Each use case represents a recurring pattern of work. The solution may start with a ready-made product, an agent, an integration or a system built by Studio.
b2b prospecting
From scattered research to a qualified prospect list
A sales team needs to find the right companies, enrich their data and prioritise outreach using real signals.
expected outcome Clearer prospect lists, qualification criteria and less time spent on manual research.
Explore application -> customer service and sales
WhatsApp conversations with triage and human handover
Repetitive requests, sales enquiries and leads arrive through the same channel and need context before reaching the team.
expected outcome Consistent initial responses, data collection and handover with a summary when the conversation requires a human decision.
Explore application -> bespoke software
A manual process turned into an internal system
Operations that depend on spreadsheets, messages and scattered approvals reach a point where they need their own tool.
expected outcome Workflows designed by stage, clear ownership, dashboards and a foundation for continuous improvement.
Explore application -> agentic coordination
Tasks, agents and approvals in a shared operational layer
When automations and agents begin to carry out work, operations need activity records, limits and oversight.
expected outcome Coordinated runs, human approvals at the right time and traceability for internal teams.
Explore application -> social lead capture
Social interactions organised as sales opportunities
DMs, comments and new followers generate signals that need triage, context and next steps.
expected outcome Qualified conversations, organised social leads and potential connections to WhatsApp, CRM and sales operations.
Explore application -> systems integration
Disconnected tools brought together through shared operations
CRM, forms, WhatsApp, dashboards and internal databases need to exchange data without constant manual work.
expected outcome Workflow-based integrations, less duplication and a more reliable view of operational status.
Explore application -> method
The same care for ready-made products, agents and bespoke software.
Makers treats use cases as more than standalone showcases. Each application needs context, a hypothesis, a workflow, measurement and a next step for operations.
Context
We map the channel, team, data, current process and points where operations lose information.
Solution
We choose a product, agent, integration or bespoke build based on the actual objective.
Implementation
We design workflows, components, responsibilities and points of human oversight.
Improvement
We monitor adoption, measure bottlenecks and adapt the system to how it is used in practice.
recurring patterns
The starting point usually emerges before the tool.
Prospecting with data and qualified listsCustomer service with triage and human handoverSales automation with organised follow-upBespoke software for internal processesIntegration between CRM, WhatsApp, forms and dashboardsAI agents with operational oversight
next use case
Do you have a process that should already work as a system?
Talk to Makers to understand whether the best starting point is a product, an agent, an integration or a bespoke solution.