Cykel's superpower lies in its ability to use the web just like you do, which means its use cases are unique to you based on the apps you use and how you use them. This journey to discover your ideal Cykel tasks is all about getting to know what Cykel can do and then matching that with your daily grind. But don't worry, you're not alone in this! Many of us find ourselves using Cykel for similar tasks, so we've compiled a hot list of the top 20 tasks that are really getting our community talking.

Use the tasks below as a source of inspiration for use cases that can be implemented into your workflow.

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Popular tasks
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1. Add a new lead from a form

Platform(s): Lead Form, CRM      Starting page: Lead form

Prompt:

1. Take a note of the lead's name, email, phone number, and email address.
2. Navigate to my CRM
3. Go to my leads page
4. Click add a new lead
5. Fill in the form with the lead's details
6. Click the 'Save' or 'Submit' button to add the new lead.

2. Add a new lead from LinkedIn

Platform(s): LinkedIn, CRM     Starting page: Linkedin lead page

Prompt:

1. Take a note the Linkedin lead's name, job title, company, and if there is any contact details like an email address of phone number
2. Navigate to the CRM
3. Click my leads
4. Add a new lead
5. Fill in the form using the Linkedin details
6. Click 'Save' to add the lead.

3. Connect with a lead on LinkedIn

Platform(s): CRM to LinkedIn     Starting page: Lead's page on CRM

Prompt:

1. Retrieve the lead's name and company information
2. Navigate to LinkedIn and use the search function to search for the lead
3. Navigate to the lead's profile
4. Click the 'Connect' button on the lead's profile.
5. If it asks to leave a note click "send without a note"

4. Update CRM with demo booking

Platform(s): Email, CRM     Starting page: Email containing calendly booking details

Prompt:

1. Take a note of the booking information: participant's name and date.
2. Navigate to the CRM and search for the lead/contact using the name
3. Update the record by clicking "demo booked" and insert date.
4. Save the changes.

5. Check lead in LinkedIn for contact information

Platform(s): CRM to LinkedIn     Starting page: Lead page on CRM

Prompt:

1. Take a note of any contact information for the lead such as an email address of phone number
2. Navigate to my CRM
3. Search my CRM for the leads details
4. Navigate to the leads profile
5. Update the record with any new contact information gathered
6. Click save

6. Account sign up

Platform(s): Webpage(s)     Starting page: Company website

Prompt:

1. Select the 'Sign Up' or 'Register' option.
2. Enter my details as required  on each page such as name, email, password, etc.
3. Continue entering details until the page says the account is created

7. Unsubscribe from email

Platform(s): Email Client     Starting page: Email to unsubscribe from

Prompt:

1. Find and click the 'Unsubscribe' link at the bottom of the email
2. Follow any prompts to confirm unsubscribe.

8. Apply for this Job

Platform(s): Webpage(s)     Starting page: Job application page

Prompt:

1. Navigate to the job application page.
2. Click apply for this job
3. Fill in my details for the role
4. If it asks for a CV use enter this link: drive/....
5. If it asks for a cover letter enter this link: drive/....
6. Submit the application.

9. Request a house viewing this weekend

Platform(s): Webpage(s)     Starting page: property advert page

Prompt:

1. Locate the 'Request a Viewing' option.
2. Fill in the form using my details
3. Fill in the form that I would like to view the property this weekend
4. Submit the request

10. Employee onboarding add details to HR system

Platform(s): Email to HR system     Starting page: Email from candidate with details

Prompt:

1. Take a note of all the details of the candidate
2. Navigate to the HR system's
3. Click the 'New Employee' onboarding section.
4. Fill in the pages with the new employee's details
5. Save or submit the information to complete the onboarding process.

11. Unqualify a lead from a email/call

Platform(s): Email to CRM     Starting page: A “not interested” email from a lead

Prompt:

1. Take a note of the lead's name and email address
2. Navigate to my CRM
3. Search for the lead using those details
4. Click the lead's profile
5. Update the lead status to 'Unqualified'
6. Mark the reason as "not interested"
7. Save the updated lead status.

12. Add a calendar event for this email

Platform(s): Email Client, Mail client     Starting page: an email a lead has requested a meeting

Prompt:

1. Take a note of the name, email address and the date and time for the meeting.
2. Go to Google Calendar.
3. Add an event with the details from step 1.

13. Mark a demo complete

Platform(s): CRM, +     Starting page: Calendar page

Prompt:

1. Take a note of the name and email of this lead
2. Navigate to my CRM
3. Search using the name and email address of the lead
4. Click the lead
5. Update the details of the lead by marking demo complete and input todays date
6. Save the updated lead status

14. Invoice creating

Platform(s): Account software, CRM     Starting page: CRM

Prompt:

1. Take a note of the name, address, billing amount
2. Navigate to my account software
3. Click invoices
4. Click create new
5. Save

15. Quote creation

Platform(s): Account software, CRM     Starting page: CRM

Prompt:

1. Take a note of the name, address, billing amount
2. Navigate to my account software
3. Click quotes
4. Click create new
5. Save

16. Log Customer Support Ticket

Platform(s): Support Ticket System, CRM     Starting page: CRM

Prompt:

1. Receive customer support request via email or form
2. Take a note of the customers details such as the name, email address and the issue they have reported
3. Navigate to the support ticket system
4. Create a new ticket with these details
5. Save the ticket

17. Update Contact Information

Platform(s): Email, CRM     Starting page: Email from lead

Prompt:

1. Take a note of the person's details on this email such as the name, email, phone, mobile
2. Go to my CRM
3. Search for the contact/lead using the name
4. Click the contact/lead
5. Edit the details of the lead and update them with the details noted earlier
6. Click save

18. Distribute Leads to Sales Team

Platform(s): CRM, Email     Starting page: CRM leads page

Prompt:

1. Identify new leads in CRM
2. Assign leads to sales team members based on territory or specialty
3. Notify sales team members of their new leads via email
4. Log the assignment in CRM

19. Update Lead Status Post-Call

Platform(s): VoIP Software, CRM      Starting page: VOIP lead page

Prompt:

1. After a call with a lead, take note of the outcome (interested, follow-up needed, etc.).
2. Navigate to the CRM.
3. Search for the lead using their name or phone number
4. Update the lead's status based on the call's outcome
5. Save the updated lead status

20. Process Refunds

Platform(s): Email Client, E-commerce, Accounting Software     Starting page: Email requesting refund

Prompt:

1. Review refund requests on the e-commerce platform
2. Process the refund in the accounting software, matching it to the original sale
3. Update the customer's order status to reflect the refund

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