Name the Deliverable
Begin with the report, lesson pack, proposal, review packet, campaign asset, or operating brief that needs to exist at the end.
Work Agents for the Way You Work
Explore how Floatboat Work Agents use the files, tools, methods, and review points of different professions to complete real assignments and return editable deliverables.
Browse by Role, Work Style, or Rhythm
Choose a profession or operating model to see the assignments a Work Agent can take on, the deliverables it returns, and the decisions that remain with you.
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Lawyers and Legal Teams
Professional Role
Give Floatboat a bounded legal assignment. It can organize matter files, trace facts, compare versions, prepare research, and turn approved sources into a reviewable draft while your team controls the playbook, templates, and approval points.
Document indexOpen-issues tableFollow-up questions
View Use Case →Teachers and Education Teams
Professional Role
Assign Floatboat a teaching preparation task: it can organize approved materials, build coordinated lesson packs, draft class communications, and maintain a reviewable evidence record while educators retain every classroom decision.
Lesson outlineSlide draftStudent handout
View Use Case →Consultants and Advisory Teams
Professional Role
Give Floatboat a defined engagement task. It can organize client evidence, research a market, compare options, prepare workshop materials, and draft editable deliverables while the team owns the recommendation.
Evidence mapWorkshop briefDeck outline
View Use Case →Researchers and Insight Teams
Professional Role
Assign Floatboat a defined research task. It can organize selected sources, build evidence matrices, compare findings, and maintain a dated research brief while researchers retain verification and methodological judgment.
Source mapEvidence matrixSynthesis outline
View Use Case →Recruiters and Talent Teams
Professional Role
Give Floatboat an approved role brief, candidate materials, and interview standards. It prepares evidence packets, interview plans, feedback summaries, and communication drafts for recruiter review.
Role briefEvidence packetInterview plan
View Use Case →Financial Analysts and Finance Teams
Professional Role
Give Floatboat approved financial sources, metric definitions, and reporting rules. It prepares research packets, variance commentary, and monitoring briefs with visible assumptions for analyst review.
Variance tableQuestion listReview narrative
View Use Case →Executive Assistants and Operations Partners
Professional Role
Give Floatboat approved calendars, meeting material, prior decisions, and reporting formats. It prepares briefings, decision records, follow-up drafts, and weekly digests for your review.
Meeting briefAction registerWeekly digest
View Use Case →Marketers and Growth Teams
Professional Role
Give Floatboat approved audience research, product evidence, brand rules, and campaign data. It prepares briefs, channel variants, and performance reviews for marketing owners to approve.
Campaign briefChannel draftsPerformance summary
View Use Case →Solopreneurs and One-Person Businesses
Work Identity
Give Floatboat a client request, a voice note, or a weekly operating goal. Your Work Agent uses approved files and methods in its workspace to prepare proposals, deliverables, follow-ups, and review-ready next steps while you keep control of every commitment.
Proposal draftCover emailKickoff checklist
View Use Case →Creators and Independent Publishers
Work Identity
Give Floatboat your approved research, recordings, drafts, and editorial direction. Your Work Agent develops the assignment in a persistent workspace and returns editable content, channel adaptations, and release materials for review.
Essay draftNewsletter teaserChannel assets
View Use Case →Small Business Owners and Teams
Organization Context
Assign Floatboat a customer request, operational handoff, or weekly review. Your Work Agent gathers approved context in its workspace and returns an editable work packet while staff retain authority over prices, policies, and external actions.
Response draftQuote worksheetDelivery checklist
View Use Case →Studios and Agencies
Organization Context
Give Floatboat an approved brief, source assets, and the next production goal. Your Work Agent prepares plans, specialist handoffs, review sets, and delivery packages in a persistent project workspace while leads retain creative and client authority.
Production planAsset setClient review pack
View Use Case →Start from a Real Assignment, Not an Industry Label
A useful first assignment has source material, a concrete deliverable, and someone able to judge the result. The steps below connect that outcome with the files, permissions, and review point needed before work is delegated.
Bound the Working Context
Choose the files, sources, templates, terminology, permissions, and open questions the agent may use for this assignment.
Keep a Human Review Point
Decide who verifies the work, what must remain editable, and which external or consequential actions require explicit approval.
One Assignment Can Become a Reusable Work Agent Routine
Start with one bounded assignment. When the method proves useful, the Work Agent can reuse its approved context, steps, and review points instead of rebuilding the process from memory.
One-Off Task
Complete one bounded deliverable with a source set and a clear reviewer.
Ongoing Project
Let the Work Agent continue from the same approved files, decisions, revisions, and open questions.
Recurring Responsibility
Reuse the proven method for periodic preparation or monitoring while keeping human review in place.
Frequently Asked Questions
Should I choose a workflow by job title or by task?
Start with the task and the deliverable you need. Job titles help you find familiar examples, but an evidence synthesis workflow may suit a researcher, consultant, or founder when their inputs and review needs match.
What makes a useful first automation project?
Choose a repeated assignment with bounded inputs and a result you can inspect, such as a weekly brief from a fixed set of sources. Avoid beginning with an open-ended process whose success cannot be clearly judged.
What should I prepare before handing over a task?
Provide the purpose, source files, output format, deadline, and points that need approval. An example of an accepted result helps distinguish the desired outcome from a merely plausible draft.
How can I tell whether a workflow saves time?
Include preparation and review in the comparison. Track how long it takes to reach an accepted result, how often important details need correction, and whether the same method works on later assignments.
Can one workflow be reused across different clients?
Reuse the method while keeping each client’s source material, permissions, and outputs separate. Check the context before every run so a reusable instruction does not mix unrelated confidential work.
Which decisions should remain with a person?
Keep responsibility for professional judgment, external commitments, and final approval with the appropriate person. A workflow can organize evidence or prepare a proposal without being authorized to make the consequential decision.
Choose one use case to put to work
Take a role-specific assignment from this directory, gather its source files, and set a review point before delegating it.