Case studies

Three real patterns teams run with Beyond — triggered by events, driven by spreadsheets, or on a schedule.

Jira ticket moves → triage doc in Drive

When a ticket hits In Progress, a webhook wakes the triage agent. It reads the issue, drafts a summary with context and next steps, saves it to Google Drive, and pings the channel in Slack — no one had to copy-paste from Jira.

Webhook Skill Google Drive Slack
Trigger
JiraPROJ-142 · In Progress
Agent
Triage skill
✓ Saved triage-PROJ-142.md
Deliver
Drive/triage/PROJ-142.md
Slack#eng-triage

Sheet row added → personalized outreach email

A sales lead lands in Google Sheets. The outreach agent drafts a tailored email from your template, pauses for approval on the first send, then runs the thread — follow-ups, replies, and status updates stay in one place until the conversation closes.

Google Sheets Outreach Email Approvals
Trigger
SheetsNew row · Acme Corp
Agent
Outreach
⏸ awaiting approval
Deliver
EmailThread · [email protected]

Monday 09:00 → revenue brief in Slack

Every Monday morning the brief agent wakes up, pulls last week's numbers from Stripe and pipeline changes from HubSpot, writes a summary, and posts it to #leadership — ready before standup, even if you're still on coffee.

Schedule Stripe HubSpot Slack
Trigger
ScheduleMon · 09:00
Agent
Weekly brief
Stripe + HubSpotlast 7 days
✓ MRR +12% · 3 deals moved
Deliver
Slack#leadership · 09:01

Ready to wire up your own workflow?