Use cases
Ways to use Halo for office admin, marketing, sales, finance, students and developers: each is a sentence you can copy to Halo, with a link to the full guide.
Before you start
- Your AI model is connected.
- Copy any sentence below and swap in your own details. Where a file is needed, click ＋ to the left of the message box and choose Files and folders first.
- Rows marked "Digital Human" have the AI work on its own schedule, or are said in a Digital Human's own chat; see the Digital Humans overview.
Office admin
| What you want | You could say | More |
|---|---|---|
| Meeting minutes | Turn the attached meeting notes into minutes with decisions and action items, each with an owner, as a Word document | Office documents |
| A notice | Write a notice about next Wednesday afternoon's fire drill, formal tone, under 200 words | Your first task |
| A weekly reminder (Digital Human) | In a Digital Human's chat: Remind me every Friday at 4 pm to hand in my weekly report | Reminders |
Marketing and operations
| What you want | You could say | More |
|---|---|---|
| Compare competitors | Open these three competitors' websites, collect their prices and plans, and make an Excel comparison table | AI Browser |
| A daily industry brief (Digital Human) | Create a Digital Human that, every weekday at 9 am, sums up the previous day's industry news in 5 points | Create a Digital Human |
| An article with a reviewer | Put together a small team: one researcher, one writer and one reviewer, and write a launch post for our new product | Digital Human teams |
| Post to a work group (Digital Human) | In a Digital Human's chat: From now on, also post the daily brief to "Marketing group" (the Digital Human needs its bot connected and IM Push on, and someone in the group must have @mentioned the bot) | Message channels overview |
Sales and customers
| What you want | You could say | More |
|---|---|---|
| Follow-up emails | Using the attached visit notes, draft a follow-up email for each customer | Your first task |
| Product questions | Load the product knowledge base with the Knowledge button first, then ask: According to the product manual, which ports does the flagship model have? | Knowledge Base |
| Let colleagues ask in a group (Digital Human) | Once the WeCom bot is connected and the product knowledge base is ticked under the Digital Human's Knowledge, colleagues say in the group: @bot Which ports does the flagship model have? | WeCom Intelligent Bot |
Finance and data
| What you want | You could say | More |
|---|---|---|
| Merge spreadsheets | Merge the expense sheets in this folder into one, total the amounts by department, and save a new Excel file | Office documents |
| Read a contract | Read this PDF contract and list the payment terms, penalties and expiry date | Office documents |
| Check the inbox daily (Digital Human) | Set up the mailbox under Settings › Message Channels first, then in a Digital Human's chat: Every day at 6 pm, check my inbox for supplier invoices and list any you find | Email and calendar |
Students and research
| What you want | You could say | More |
|---|---|---|
| Read a paper | Summarize this paper in key points and explain its three central concepts | Office documents |
| A class presentation | Make an 8-slide deck on photosynthesis from my notes, in a clean style | Your first task |
| Your own library | Create a knowledge base called "Course notes" and add the files in this folder (needs Operate Halo on) | Knowledge Base |
Developers
| What you want | You could say | More |
|---|---|---|
| Fix an error | Find out why this project fails on startup, fix it, then run the tests | Changes, code review and Git |
| Review changes | Review the current changes and point out likely problems | Changes, code review and Git |
| Learn a new project | Explain this project's folder structure, how to start it, and how the main modules fit together | Coming from Claude Code or Codex |
Saying it well
- Say what result you want: the format, the length, who it's for.
- Provide the material: attach files, or say which folder they're in.
- Say when it should check with you, for example "ask me first if anything is unclear".
- One job at a time; for a big job, ask for a team and let several Digital Humans split it.
Next steps
- Your first task: start here if you're new to Halo.
- Create a Digital Human: let the AI work on its own schedule.
To see which jobs Digital Humans can take on, read AI digital workers.