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Use cases

How companies use OpenBase day to day.

Concrete use cases for marketing, operations, HR, sales and leadership — on one workspace where brand, knowledge, connectors and governance live once.

HR

HR self-service: employee questions without an HR ticket

How employees get answers about vacation, expenses, sick leave and benefits straight from the knowledge base — with references to the original policies.

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IT & Security

AI policy and governance: shadow AI under control

How IT and compliance leads replace shadow AI — with a platform that meets SSO-only access, audit log, EU hosting and granular permissions.

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Customer Success

Customer communication with AI: faster answers in your tone

How support and account teams draft customer emails and tickets in your tone — referencing the knowledge base and history.

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Marketing

Marketing team with AI: brand voice baked in

How a marketing team produces briefings, concepts, copy and images in the same workspace — in brand voice and grounded in your knowledge base.

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Operations

Meeting notes and follow-ups — automatic

How teams turn every meeting into structured notes, action lists and follow-up emails — with references to the recording.

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Sales

RFPs and tenders: faster, more complete, more consistent

How sales and pre-sales teams answer tenders in a fraction of the time — with answers from past RFPs and the knowledge base.

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Sales

Sales prep with AI: every demo perfectly prepared

How account executives get a two-minute briefing before every customer meeting — from HubSpot, LinkedIn, news and internal notes.

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Marketing

Social-media editorial in your brand voice

How a small team plans, writes, illustrates and approves an entire editorial calendar — in brand voice, with images in brand style.

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Operations

Knowledge management with AI: one shared source

How teams consolidate scattered company knowledge via native connectors and get every answer with source references.

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Leadership

Weekly report for leadership — automated

How a weekly update consolidates data from HubSpot, Slack and Google Workspace — automatically, with sign-off and in your tone.

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