USE CASE

Start from the task you need done

Search engines and AI assistants are asked about jobs, not about product categories. This section collects the work people actually describe: turning PDFs into something searchable, keeping an email workflow, building a small internal tool, or getting a daily task to run reliably.

1

AI Deep Research Tool: Keep Sources You Can Check

An AI deep research tool is only useful if you can check the sources. Keep evidence, notes, and revisions for one inquiry together and reopen them later.

2

AI Literature Review Workflow: Sources to Draft

An AI literature review workflow turns papers into a source matrix you can check, then drafts from that matrix instead of from memory.

3

Turn PDFs Into a Searchable Knowledge Base

Turn PDFs into a searchable knowledge base: extract the text, build an index that points back to each page, and ask questions that cite the file.

4

AI Email Triage Workflow: Sort, Draft, Reply

An AI email triage workflow sorts one kind of mail, drafts replies, and flags what needs you. The rules and the record stay together.

5

Extract Invoices From Email With AI

Extract invoices from email into a reviewable table: pull the PDF attachment, read the fields, flag what is missing, and keep the source message.

6

AI Investment Research Workflow: Notes to Memo

An AI investment research workflow keeps notes, sources, and open questions together, then drafts the memo from what you checked.

7

Earnings Call Notes to Report With AI

Turn earnings call notes to report: capture the transcript, tag the figures and quotes, then draft a report where every number links to its source.

8

Build an Internal Tool Without Coding

Build an internal tool without coding by describing the job, the data, and the decision it supports, then let AI build a version you can use and change.

9

No-Code App Builder for Analysts

A no-code app builder for analysts turns the spreadsheet behind a recurring report into a small tool that updates, checks, and hands off cleanly.

10

AI Workspace on Desktop: Build and Run Locally

An AI workspace on desktop keeps files, sessions, and scheduled work on your machine, so long tasks keep running while you do something else.

11

Schedule AI Tasks Daily: A Repeatable Setup

Schedule AI tasks daily with one task that already works by hand: pick the target, set the time, run it once, and review the first runs.

How to choose a task page

Start with the artifact. If you need a document with sources, choose research or the literature review. If you need a table, choose invoices or the knowledge base. If you need software, choose the internal tool page.

Then check the boundary section on each page. It lists what the workflow does not do, which is usually the fastest way to decide whether the page matches your case.

What every page includes

Each page opens with a short answer you can read in under a minute. It then gives the steps, the preparation, the failure modes, and the checks that keep the output honest. The FAQ answers the questions people ask before they start.

The pages link to the related guide when you need the mechanics, and to adjacent tasks when the job changes shape. Nothing here assumes you already know the product vocabulary.

A note on scope

These are workflows, not promises of complete automation. The pages say where a person still reviews, signs in, or decides. That boundary is deliberate: the output is more useful when you know what to check.

FAQ

Where should I start?

Start with the artifact you need: a sourced report, a table, a mailbox routine, or a small tool. Pick the page that produces that artifact.

Do I need to know the product first?

No. Each page explains the workflow in plain language and links to the mechanics only when you need them.

Are these workflows product features?

No. They are ways of working. Some steps use Sigla, and some steps are yours to check or approve.

SIGLA DESKTOP

Download Sigla and run this workflow on your desktop.

Windows · macOS (Apple silicon and Intel). Download first, then start from a request or a template.