# How it works

### Use Case 1: Quick Portfolio Check

**Task:**

*Check my DeFi portfolio and send me a summary.*

**How It Works:**

ActlysAI connects to your DeFi accounts, retrieves portfolio data, including balances, earnings, and token performance, and provides a clear and concise summary directly to you in seconds.

***

### Use Case 2: Social Media Scheduler

**Task:**

*Create a Twitter content plan from my Google Sheet, send me the content plan via email for review and approval, and once approved, schedule a tweet about our new feature launch every day from tomorrow at 10 AM.*

**How It Works:**

ActlysAI extracts the Twitter content plan from your specified Google Sheet, emails it to you for review and approval, and upon approval, schedules a tweet about your new feature launch every day at 10 AM.

***

### Use Case 3: Automated Gas Fee Tracker

**Task:**

*Set up a recurring task to check the Ethereum gas fees every day at 8 AM and notify me if they’re below 20 Gwei.*

**How It Works:**

ActlysAI schedules a daily check for Ethereum gas fees, monitors network activity, and sends you a timely notification whenever fees meet your specified criteria.

***

### Use Case 4: Comprehensive Investment Reporting

**Task:**

*Create a monthly report on my DeFi investments: include staking rewards, token performance, and transaction history. Share it with my team on Slack and save a backup in Google Drive.*

**How It Works:**

ActlysAI aggregates data from your DeFi accounts, compiles a detailed report with performance metrics and visuals, sends it to your team on Slack, and securely stores a copy in your Google Drive for future access.

***

### Use Case 5: Sentiment and Market Analysis

**Task:**

*Analyze the latest social media sentiment about Solana from Twitter, Telegram, and Discord, cross-reference it with Solana’s on-chain activity for the past week, and give me a summary with recommendations for whether I should increase my holdings.*

**How It Works:**

ActlysAI gathers and analyzes social media sentiment from multiple platforms, integrates it with Solana’s on-chain data, and generates a comprehensive summary with actionable insights and tailored recommendations for your portfolio.

***

### Use Case 6: AI-Powered Marketing Reports

**Task:**

Generate a weekly performance report from my Mailchimp campaigns and Google Ads, summarize the key metrics, and send it to my inbox every Monday.

**How It Works:**

ActlysAI connects to Mailchimp and Google Ads, pulls campaign data, identifies key insights (open rates, conversions, ad spend), generates a plain-language summary, and emails it to you on schedule.

***

### Use Case 7: CRM Pipeline Assistant

**Task:**

Every morning, check my HubSpot pipeline and remind me of deals that haven’t been touched in over 7 days.

**How It Works:**

ActlysAI reviews your HubSpot deals, filters out stale leads, and sends a daily message summarizing which deals need attention, so nothing slips through the cracks.

***

### Use Case 8: Customer Support QA Tracker

**Task:**

At the end of each day, analyze Intercom support tickets, highlight common issues, and flag any that need manual follow-up.

**How It Works:**

ActlysAI reviews daily tickets, clusters similar support requests, identifies recurring themes or bugs, and flags unresolved cases, delivering a QA summary straight to your dashboard or Slack.


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# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://actlysai.gitbook.io/docs/how-it-works.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
