---
title: "Use cases: Halo examples by job"
description: "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."
type: "how-to"
audience: ["office"]
related: ["getting-started/first-chat", "digital-humans/create", "digital-humans/collaboration"]
lang: "en"
canonical: "https://hello-halo.cc/docs/en/use-cases/"
last_updated: "2026-10-19T00:11:17+08:00"
source: "Halo 3.0.4 docs"
---
# 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 {#before-you-start}

- Your [AI model is connected](https://hello-halo.cc/docs/en/getting-started/setup-ai.html).
- 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](https://hello-halo.cc/docs/en/digital-humans/overview.html).

## Office admin {#office}

| 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](https://hello-halo.cc/docs/en/features/office-documents.html#make-a-document) |
| A notice | Write a notice about next Wednesday afternoon's fire drill, formal tone, under 200 words | [Your first task](https://hello-halo.cc/docs/en/getting-started/first-chat.html) |
| 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](https://hello-halo.cc/docs/en/digital-humans/reminders.html) |

## Marketing and operations {#marketing}

| 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](https://hello-halo.cc/docs/en/features/ai-browser.html) |
| 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](https://hello-halo.cc/docs/en/digital-humans/create.html) |
| 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](https://hello-halo.cc/docs/en/digital-humans/collaboration.html) |
| 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](https://hello-halo.cc/docs/en/digital-humans/channels.html#push) |

## Sales and customers {#sales}

| 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](https://hello-halo.cc/docs/en/getting-started/first-chat.html) |
| 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](https://hello-halo.cc/docs/en/features/knowledge-base.html#use-in-conversation) |
| 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](https://hello-halo.cc/docs/en/digital-humans/wecom-bot.html) |

## Finance and data {#finance}

| 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](https://hello-halo.cc/docs/en/features/office-documents.html) |
| Read a contract | Read this PDF contract and list the payment terms, penalties and expiry date | [Office documents](https://hello-halo.cc/docs/en/features/office-documents.html) |
| 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](https://hello-halo.cc/docs/en/features/email.html#process-mail-on-a-schedule) |

## Students and research {#students}

| What you want | You could say | More |
|---|---|---|
| Read a paper | Summarize this paper in key points and explain its three central concepts | [Office documents](https://hello-halo.cc/docs/en/features/office-documents.html) |
| A class presentation | Make an 8-slide deck on photosynthesis from my notes, in a clean style | [Your first task](https://hello-halo.cc/docs/en/getting-started/first-chat.html) |
| Your own library | Create a knowledge base called "Course notes" and add the files in this folder (needs **Operate Halo** on) | [Knowledge Base](https://hello-halo.cc/docs/en/features/knowledge-base.html#operate-halo) |

## Developers {#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](https://hello-halo.cc/docs/en/features/code-review.html) |
| Review changes | Review the current changes and point out likely problems | [Changes, code review and Git](https://hello-halo.cc/docs/en/features/code-review.html#ai-review) |
| 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](https://hello-halo.cc/docs/en/guide/from-claude-code.html) |

## Saying it well {#tips}

- 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 {#next-steps}

- [Your first task](https://hello-halo.cc/docs/en/getting-started/first-chat.html): start here if you're new to Halo.
- [Create a Digital Human](https://hello-halo.cc/docs/en/digital-humans/create.html): let the AI work on its own schedule.

To see which jobs Digital Humans can take on, read [AI digital workers](https://hello-halo.cc/docs/en/seo/ai-digital-worker.html).