Use Case Gallery

Explore how Malleable turns real business processes into agentic workflows with structure, handoffs, and context.

Customer onboarding

Post-sales implementation heartbeat
SalesforceNotionGmailSlack
Malleable keeps post-sales migrations moving after the sale: it turns the handoff into a living plan, drafts the next customer touch, runs pulse checks, and gives the solutions lead a focused review packet before updating the plan.

Customer context brief
HubSpotStripeNotionSlack
Malleable gives customer-facing teams the account brief they wish they had before every reply: CRM status, billing history, open tickets, internal notes, risk signals, and a recommended next move.

Custom purchase concierge
ShopifyStripeGmailSlack
Malleable handles the messy buying moments that do not fit a standard checkout flow, turning ambiguous customer requests into priced, approved, customer-ready quotes.

Call follow-through
FathomGongSalesforceSlack+1
Malleable turns call transcripts into governed follow-through: commitments, tasks, CRM updates, and owner-approved customer recaps are ready before the thread goes cold.

Manufacturing

Work order repair exceptions
SAPServiceNowSlackNotion
Malleable turns maintenance exceptions into evidence-backed repair plans, pulling together work orders, manuals, asset history, and supervisor judgment before dispatch.

Factory deployment closeout
SalesforceServiceNowNotionSlack
Malleable lets field technicians stay focused on the factory floor while it turns rough deployment notes into clean records, customer follow-ups, and complete sensor setup logs.

Maintenance backlog review
SAPServiceNowMicrosoftSlack
Malleable gives maintenance planners a ready-to-review packet instead of a sprawling backlog, grouping candidate jobs by asset, route, technician skill, parts, and production window.

Quality hold triage
PlexSAPJiraSlack
Malleable assembles the quality evidence packet under pressure, tracing lots, orders, deviations, and SOPs so QA can make the disposition call quickly.

Retail

Store replenishment exceptions
NetSuiteproject44SlackLooker
Malleable reduces replenishment to the few decisions that matter, surfacing SKU/store exceptions and recommending a transfer, expedite, substitute, or hold action.

New store opening
AsanaNotionNetSuiteSlack
Malleable keeps new store openings from turning into status-meeting chaos by coordinating the checklist, chasing updates, routing blockers, and packaging launch approval.

Retail vendor onboarding
AirtableNetSuiteShopifySlack
Malleable turns vendor onboarding into a governed launch workflow: collect the packet, validate item data, route exceptions, and activate vendor records only when the source evidence is complete.

Return reason intelligence
ShopifyGorgiasLoop ReturnsSlack
Malleable turns return notes and support chatter into source-backed operational signal, routing emerging problems to the team that can fix them.

Insurance

Featured
Insurance Form Compliance Verification
Google
Validate during submission, not days later—clients know immediately what's wrong

Traditional compliance checks happen days after submission—forms bounce back and forth until they're right. This workflow validates during submission, so clients know what to fix immediately.

FNOL intake
GuidewireZendeskGmailSlack
Malleable turns the first notice of loss into a complete, source-backed claim packet, giving adjusters the context they need before the claim is opened.

Underwriting submission triage
GuidewireSalesforceBoxSlack
Malleable gives underwriters cleaner submissions by handling completeness checks, appetite screening, enrichment, broker follow-up, and routing before human risk judgment begins.

Policy change verification
GuidewireDocuSignGmailSlack
Malleable handles routine policy change requests with the right checks, drafts, approvals, and audit trail, reducing manual service work without skipping compliance.

Supply chain

Reorder exception review
SAPCoupaSnowflakeSlack
Malleable turns existing reorder recommendations into an exception queue, explaining which items need planner approval and why.

Supplier delay response
CoupaSAPproject44Slack
Malleable starts the delay response before the escalation meeting, mapping supplier changes to real production and customer impact with ready-to-approve recovery options.

HTS/tariff change review
SAPAvalaraFlexportSlack
Malleable builds trade-compliance packets for HTS and tariff changes, making candidate classifications traceable before compliance approves record updates.

Quote pricing desk
SalesforceSAPSnowflakeSlack
Malleable gives pricing teams a fast RFQ desk that gathers the right supply, customer, cost, and margin context before preparing approval-ready quote options.

Why Agentic Workflows?

Understand Intent

AI agents understand what you're trying to accomplish, not just keywords and patterns.

Adapt Automatically

Workflows evolve with your business—no manual updates needed for edge cases.

Preserve Context

Full business context flows through every step—nothing gets lost in translation.

Ready to transform your workflows?

Get a demo and see Malleable build workflows that truly understand your business.