AVA Tasks

Task Name: Weekly Sales Report

Step 1: Gather Data
Instructions: @Salesforce get all opportunities that closed this week.
             Include company name, deal value, close date, and owner.

Step 2: Analyze Trends
Instructions: Compare this week's closed deals to last week. Identify:
             - Total value comparison
             - Win rate changes
             - Top performers

Step 3: Create Summary
Instructions: Generate an executive summary with key insights and
             recommendations for next week.

Step 4: Export
Instructions: Create a PowerPoint presentation with:
             - Slide 1: Executive summary
             - Slide 2: Closed deals table
             - Slide 3: Trend analysis
             - Slide 4: Recommendations

Documents: [Last week's report for comparison]
SuperPrompt: ON

Step: Analyze the contract
Output: [Lists key terms]

Step: Analyze the contract
Output: [Comprehensive analysis with]:
- Key terms with explanations
- Potential risks identified
- Comparison to standard terms
- Recommendations
- Referenced sections

Find @[Salesforce] Cases marked "High Priority"
from the last week and summarize the key issues

Task: Competitive Analysis

Step 1: Gather Information
- @Web search for competitor X product information
- @Files access our competitive analysis folder

Step 2: Compare Features
- Create comparison table: Our product vs Competitor
- Highlight differentiators

Step 3: Pricing Analysis
- @Salesforce get our pricing for similar deals
- Compare to competitor's public pricing

Step 4: Generate Report
- Create executive summary
- SWOT analysis
- Recommendations
- Export to PowerPoint

Task: Contract Review

Step 1: Extract Key Terms
- Payment terms and schedule
- Termination clauses
- Liability limitations
- Renewal provisions

Step 2: Risk Assessment
- Identify unfavorable terms
- Compare to standard contract
- Flag items requiring legal review

Step 3: Create Summary
- One-page executive summary
- Risk rating (Low/Medium/High)
- Recommended actions

Documents: [Standard contract template, Company contract guidelines]
SuperPrompt: ON

Task: Blog Post Creation

Step 1: Research
- @Files access brand guidelines and past posts
- @Web research topic trends
- Identify target keywords

Step 2: Outline
- Create detailed outline
- Define key messages
- Plan structure (intro, 3 sections, conclusion)

Step 3: Draft Content
- Write complete draft following outline
- Include SEO keywords naturally
- Match brand voice

Step 4: Optimize
- Add compelling headlines
- Create meta description
- Suggest images
- Export to Word

Task: Monthly Sales Analysis

Step 1: Gather Data
- @Salesforce get all closed opportunities this month
- Include: deal value, sales cycle, owner, product

Step 2: Calculate Metrics
- Total revenue
- Average deal size
- Win rate by product
- Average sales cycle

Step 3: Trend Analysis
- Compare to last month
- Identify top performers
- Flag concerning trends

Step 4: Visualize
- Create charts and graphs
- Executive dashboard
- Export to Excel

Documents: [Last month's report]

Task Name: Custom Proposal for [Customer Name]

Step 1: Research Customer
@Salesforce get account history and open opportunities
@Mail find all email correspondence
@Calendar review past meeting notes

Step 2: Identify Requirements
Analyze conversations for:
- Pain points mentioned
- Budget indicators
- Timeline requirements
- Decision criteria

Step 3: Draft Proposal
Use template: [Standard Proposal Template.docx]
Customize sections:
- Executive summary (customer-specific)
- Proposed solution addressing pain points
- Pricing based on requirements
- Timeline matching their needs

Step 4: Create Presentation
Generate PowerPoint for proposal presentation:
- Title slide
- Problem statement (their pain points)
- Our solution
- Pricing options
- Next steps

Documents: [Standard Proposal Template, Past Winning Proposals]
SuperPrompt: ON

Time Saved: 4 hours → 30 minutes

Task Name: Vendor Contract Review

Step 1: Extract Standard Clauses
- Payment terms
- Liability and indemnification
- Termination provisions
- Confidentiality requirements
- Dispute resolution

Step 2: Compare to Standards
Use: [Company Standard Vendor Contract]
Identify deviations:
- More favorable terms
- Less favorable terms
- Missing provisions

Step 3: Risk Assessment
Classify each deviation:
- Acceptable
- Requires negotiation
- Unacceptable (deal breaker)

Step 4: Generate Red-Line
Create marked-up version with:
- Suggested changes in track changes
- Comments explaining concerns
- Alternative language

Documents: [Vendor Contract.pdf, Company Standards.docx]
SuperPrompt: ON

Time Saved: 2 hours → 15 minutes

Task Name: Create Job Description for [Role]

Step 1: Research Role
@Files access similar job descriptions
@Web search for market salary data
Analyze requirements for this role

Step 2: Draft Core Sections
- Role summary and purpose
- Key responsibilities (8-10)
- Required qualifications
- Preferred qualifications
- Skills and competencies

Step 3: Add Company Info
Include:
- Company overview
- Department structure
- Growth opportunities
- Benefits summary

Step 4: Optimize for Recruiting
- Add engaging language
- Include DEI statement
- SEO-friendly title
- Clear application process

Documents: [Company JD Template, Benefits Guide]

Time Saved: 3 hours → 20 minutes

Task Name: Sprint Planning Document

Step 1: Review Backlog
@Jira get all issues in backlog
Prioritize by: customer impact, effort, dependencies

Step 2: Assess Capacity
Team velocity: [from previous sprints]
Available hours: [team size × sprint length]
Planned time off: @Calendar check team calendars

Step 3: Select Issues
Choose issues fitting capacity
Balance: features, bugs, tech debt
Check dependencies: @GitHub

Step 4: Create Sprint Plan
Generate document with:
- Sprint goal
- Selected issues with estimates
- Assignment recommendations
- Risk factors
- Success criteria

Export to PowerPoint for kickoff meeting

Time Saved: 2 hours → 15 minutes