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Use Cases

Real-world automation recipes

Step-by-step guides for automating your workflow with scripts, CI/CD hooks, and AI agents — using the ao CLI and API.

All Automation CRM Finance AI & Agents
17 articles
Article Category Date
Create Tasks Automatically on Every Deploy
Hook into your CI/CD pipeline to log deployments as completed tasks and open QA follow-ups whenever code ships to production.
Automation Mar 21, 2026
Let Claude Manage Your Workspace via MCP
Connect Claude Desktop or Claude Code to AlifOffice using the MCP server so your AI assistant can create tasks, update deals, and send invoices on your behalf.
AI & Agents Mar 21, 2026
Automated Invoice Workflow
Generate invoices at the end of each billing cycle and reconcile payments — all from a cron job or CI pipeline.
Finance Mar 21, 2026
Bulk Import CRM Contacts from a CSV
Loop through a CSV export from LinkedIn, HubSpot, or a spreadsheet and import hundreds of contacts into your CRM in one go.
CRM Mar 21, 2026
Automate Project Setup with a Batch Script
Use a shell or batch script to spin up a fully structured project — with tasks and milestones — in seconds.
Automation Mar 21, 2026