One starting task for each team
Omni can help prepare a proposal, check an invoice or draft a client report using records your team already has. Start with one task and agree what a useful result would look like.
- SalesExamples for proposal drafts, customer follow-ups and sales record checks.
- Finance & operationsExamples for invoice reminders, purchase reviews and finance reports.
- Client servicesExamples for account reviews, renewal notes and client reports.
- AgenciesExamples for client reports, proposals and account handovers.
- Professional servicesExamples for proposals, project updates and answers from internal documents.
Agree who checks the result
Start with the files the task needs and the person who can check the result. We discuss any connections to your systems, messages or updates before building them. See how Omni works and how we handle data and approvals.
Start with one task
Use the guide to choosing a first task to compare ideas. If your team works across branches, properties or territories, see the industry examples.
Talk through your taskTell us which task takes the most preparation or follow-up in your team.