> ## Documentation Index
> Fetch the complete documentation index at: https://docs.bondata.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Sample Use Cases

> Ready-made Agent templates for common workflows

Use these as starting points for your own Agents. Each includes conditions, actions, and the systems involved.

***

## Finance

### Overdue invoice alerts

Track overdue invoices and notify the right teams.

**Conditions:** Billing System > Invoice: Status = Overdue

**Actions:**

* **Salesforce > Update Record** - set `Invoice_Status__c = Overdue` on the related Account
* **Slack > Send Message** - post to #accounting: "Invoice \[Number] for \[Account Name] is overdue"

***

## CRM

### CSV to Salesforce import

Create Salesforce accounts from a CSV upload.

**Conditions:** CSV > Row: New\_Account = Yes

**Actions:**

* **Salesforce > Create Account** - map Account Name, Industry from CSV columns. Use a conditional Mention to transform OptOut values (`0→No`, `1→Yes`, `null→No`)

### HubSpot to Salesforce migration

Create Salesforce opportunities from closed HubSpot deals.

**Conditions:** HubSpot > Deal: Stage = Closed Won

**Actions:**

* **Salesforce > Create Opportunity** - map Deal Name → Opportunity Name, Close Date, Amount. Set fallback values for empty fields

***

## Data quality

### Missing email detection

Find contacts without email addresses and notify their owners.

**Conditions:** CRM > Contact: Email = not set

**Actions:**

* **Slack > Send Message** - "Contact \[Full Name] has no email. Owner: \[Owner Email]"
* **Generate CSV** - export Contact Name, Owner, Last Activity Date for bulk review

***

## Customer health

### Low NPS ticket prioritization

Alert when low-NPS accounts have open support tickets.

**Conditions:**

* Salesforce > Account: NPS\_\_c \< 50
* Salesforce > Case: Status = Open

**Actions:**

* **Slack > Send Message** - "Account \[Account Name] (NPS: \[Score]) has open case \[Case Number]"
* **Generate CSV** (optional) - weekly summary of all low-NPS accounts with open cases

### High-touch account ticket overload

Flag when high-touch customers have too many open tickets.

**Conditions:**

* Salesforce > Account: AccountType\_\_c = High Touch
* Intercom > Ticket: Status = Open
* Count(Open Tickets) > 5

**Actions:**

* **Salesforce > Update Record** - set `Open_High_Priority_Tickets__c` to the count of open tickets

***

## Bug tracking

### Bug resolved - ready for QA

Notify QA when a Jira bug is marked resolved.

**Conditions:** Jira > Issue: Type = Bug, Status changed = Resolved

**Actions:**

* **Slack > Send Message** - "Bug \[Issue Key] resolved. Ready for QA. Assigned: \[Assignee]"

### Critical SLA breach

Escalate when critical tickets exceed SLA.

**Conditions:** Salesforce > Case: Priority = Critical, Status = Open, CreatedDate > 1 day ago

**Actions:**

* **Slack > Send Message** - "Case \[Case Number] open >1 day. Customer: \[Account Name]"
* **Salesforce > Create Record** - Escalation record assigned to the escalation team

***

## Sales

### Upsell opportunity detection

Identify satisfied, high-usage accounts without existing opportunities.

**Conditions:**

* Salesforce > Account: Customer\_Satisfaction\_\_c >= 80
* Salesforce > Account: UsageScore\_\_c >= 75
* Salesforce > Account: Is\_Existing\_Opportunity\_\_c = False

**Actions:**

* **Salesforce > Create Opportunity** - "\[Account Name] Upsell", Stage: Prospecting, Close Date: Today + 30 days
* **Slack > Send Message** - "Upsell opportunity created for \[Account Name]. Satisfaction: \[Score], Usage: \[Score]"