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Discover WorkBeaver's Must-Try Features

These are a few of our favorites—discover even more when you dive in.

Automate Form Feature

Automate Form Filling

How It Works: Show the tool just once how you typically fill out a particular form—where you click, the data you enter, and any required attachments. The AI records these steps and reproduces them every time just as you intended.

Benefits:
  • Reduces data-entry errors by consistently replicating your demonstrated approach.
  • Saves time on repetitive form submissions.
  • Leaves you free to focus on more complex tasks that truly need human judgment.
    • Notifications Feature

    Automatic Reminders

    How It Works: Walk the tool through your usual process for setting reminders—whether that's using a calendar app, sending yourself an email, or pinging a team member. The AI captures each step, from selecting recipients to drafting reminder text.

    Benefits:
  • Ensures you never miss a deadline or meeting.
  • Keeps projects on track by nudging all stakeholders at the right times.
  • Eliminates the need to manually create the same reminders again and again.
    • Appointment Scheduling Feature

    Appointment Scheduling

    How It Works: Demonstrate how you book meetings—choosing time slots, sending out invites, and confirming attendance. The AI then takes over, automating the entire scheduling process based on your preferences and availability.

    Benefits:
  • Quickly coordinates multiple calendars to find the best meeting times.
  • Cuts down on back-and-forth emails to confirm availability.
  • Works with the communication tools you already use.
    • Send Email Feature

    Sending Emails

    How It Works: Show the tool how you write and send routine emails—whether it's a weekly status update or a monthly newsletter. The AI will learn your email templates, scheduling, and recipient lists, replicating your style and timing each time.

    Benefits:
  • Maintains consistent email formatting and tone.
  • Eliminates manual drafting for common, repetitive messages.
  • Makes it easy to adapt or personalize the template as needed.
    • Data Entry Feature

    Data Entry Automation

    How It Works: Record the process of transferring data from one location to another, such as from a spreadsheet into a CRM or an internal database. The AI will replicate your exact steps and track any nuances (like data formatting or sorting) you demonstrate.

    Benefits:
  • Eliminates human error in copying or reformatting data.
  • Significantly speeds up large-scale data migrations.
  • Ensures data integrity across various business systems.
    • Custom Workflow Feature

    Custom Workflow Automation

    How It Works: Demonstrate any custom tasks you perform—maybe you're combining documents, updating a project management board, or generating personalized reports. Once the AI observes the workflow from start to finish just once, it can automate the entire chain of steps.

    Benefits:
  • Tailors automation to the unique processes of your role or organization.
  • Scales easily as new steps or tools are introduced.
  • Creates a single, unified workflow instead of juggling multiple standalone apps or manual steps.