Use cases

Pick the problem, not the buzzword.

Each scenario walks through the pain, the manual steps today, how DataFlight fits, and what changes for time and accuracy.

Sales & proposals

4 use cases
Proposal generation

Teams rebuild proposals from half-remembered decks and scattered CRM notes.

CRM + wins Draft proposal
Quote generation

Quotes stall because pricing rules live in heads, spreadsheets and old emails.

Price rules Quote doc
Tender response

Tenders mean hundreds of clauses and evidence requests under fixed deadlines.

RFP Answer matrix
CRM analysis

CRM is full of data nobody reads until a deal is already at risk.

CRM data Account brief

Knowledge & documents

3 use cases
SOP & policy chat

Policies live in PDFs; staff ask peers and get the wrong answers.

SOPs Cited answer
Document search

People search filenames and hope. The "final" version is rarely obvious.

Query Ranked results
Contract summarisation

Legal and commercial teams reread long PDFs for the same clauses.

Contract Briefing

Operations & admin

3 use cases
Client onboarding

Onboarding is a patchwork of emails, forms and missing attachments.

Deal won Onboarding pack
Approval workflows

Decisions wait on unclear ownership and untracked email threads.

Artifact Decision log
Project document retrieval

Project folders sprawl; staff cannot find authoritative files under pressure.

Job code Cited packet

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