Use cases

What will you build with Atlas?

Real automations, agents, and apps customers run on Atlas.

All use cases

Filter across categories by solution type, data source, or team.

Type
Data
Team

Revenue & Go-to-Market

Sales, marketing, and customer success teams ship apps and agents that compound on their pipeline, product, and account data.

Projected Annual ROI
347%
+52%
Net Value
$712K
Savings
$712K/yr
Payback
4.2mo
FTE Saved
6.4ppl
Value BreakdownFY26
Labor Savings
$482K68%
Error Reduction
$156K22%
Speed-to-Market
$74K10%
Payback
M1
M2
M3
BE
M4
M5
M6
App
Business Value & ROI Calculators
Build a business case for your product using a prospect’s current costs, team size, and expected improvements. Calculate projected savings, ROI, and payback, then give buyers a shareable report for internal review.

Business impact

Help sales teams demonstrate value in the buyer’s terms and give buyers the financial case they need to seek budget approval.

Data

SalesforceHubSpotGoogle Cloud StorageSpreadsheets/CSV

Teams

Marketing & Sales
Agentic CPQ
Globex Industries / New opportunity
Quote in review
1. Customer needs

Secure teams across Europe.

250 usersSAML SSOEU hosting
From buyer call + account context
2. Catalog configuration
Collaboration Enterprise
250 seats / EU region
Identity add-on / SAML SSO
3. Quote generated
Q-1042Annual subscription
$66,000
Products, pricing + terms attached
4. Approvals coordinated
Pricing policyPassed
Finance approvalIn review
Next: notify seller when approved
AgentApp
Agentic CPQ
Agents use customer conversations and account context to understand what each buyer needs, then match those needs to the right products and configurations across a complex catalog. They generate quotes and coordinate pricing and approvals, keeping the deal moving through each stage.

Business impact

Accelerate deal velocity from first conversation to close, with less manual work and fewer handoffs for sellers.

Data

SalesforceHubSpotSAPSlackGongSpreadsheets/CSV

Teams

Marketing & SalesFinanceOperations
Q2 2026 Payout Run
$1.2M
+18%
17 PLANS
Pays Jun 30
Reps
142
Attainment
87%
Accel
23
Top PerformersQuota Attainment
JM
J. Martinez
92%$48,200
SK
S. Kim
74%$31,800
TH
T. Hughes
118%$62,400
RP
R. Patel
61%$24,100
AV
A. Valdez
88%$39,600
AutomationApp
Sales Commissions & Comp Plans
Calculate commissions across complex compensation plans using sales data, quotas, and each plan’s payout rules. Give finance a consolidated view of payouts and each seller access to their own earnings, with the calculation behind each amount.

Business impact

Reduce manual calculations and payout disputes, while giving sellers confidence in what they’ve earned.

Data

SalesforceHubSpotSpreadsheets/CSV

Teams

Marketing & SalesFinance
Portfolio Health
64+2.4
At-risk ARR
$310K-4.1%
Critical
1review
Unified Account Health
4 accounts
AccountScoreTrendRisk
AC
Acme Corp
$248K ARR
92
+4
Healthy
GX
Globex
$164K ARR
78
+1
Healthy
IN
Initech
$112K ARR
54
-9
At-risk
WE
Wayne Ent.
$198K ARR
31
-14
Critical
AutomationAgentApp
Customer 360 & Churn Intelligence
Bring customer conversations, support tickets, product feedback, and usage together with CRM data to show the health of each account. Agents surface signs of churn risk, explain what has changed, and alert the right owner with the context to act.

Business impact

Help customer success teams intervene earlier, reduce preventable churn, and protect renewal revenue.

Data

ZendeskAha!SalesforceGongDatabricksSnowflakeBigQueryClickHouse

Teams

Customer SuccessMarketing & Sales
Leads Today
248+18
Deduped
37merged
Avg Route
1.4sSLA
Inbound Routing Queue
Live
AC
A. Chen·Acme Corp
VP Engineering
94
MR
Assigned
JO
J. Ortega·Globex
Head of Data
87
LT
Routed
PS
P. Shah·Hooli
Director, RevOps
79
AK
Enriched
RV
R. Valdez·Pied Piper
CTO
91
MR
Assigned
3 outreach drafts queued
MR
LT
AK
AutomationAgent
Lead Routing & Enrichment
Turn event and inbound leads into complete CRM records, removing duplicates and adding company and contact context. Agents route each lead by territory and account fit, draft a relevant outreach message, and set reminders for follow-up.

Business impact

Help sellers act on new interest sooner, with fewer leads lost to slow routing or missed follow-up.

Data

SalesforceHubSpotClaySpreadsheets/CSV

Teams

Marketing & Sales
True-up Total
$10.2koverage
Over Tier
3accounts
Under Tier
1account
Contract Entitlements
Contracted
Actual
AccountContracted vs ActualTrue-up
Acme Corp
Growth · 68.4k/50.0k
137% used+18.4k
+$2.2k
Globex
Scale · 94.1k/120k
78% used-25900
-$2.3k
Hooli
Growth · 51.2k/50.0k
102% used+1.2k
+$144
Tyrell
Enterprise · 612k/500k
122% used+112k
+$7.8k
Q1 2026 reconciliation
3 invoices ready
AutomationAgentApp
Contract True-Up & Entitlements
Read customer contracts to identify purchased products, usage allowances, pricing terms, and renewal dates. Agents compare those terms with actual consumption, flag overages, and prepare true-up adjustments for account teams and finance to review.

Business impact

Help finance capture revenue owed under existing contracts and resolve billing discrepancies with clear supporting evidence.

Data

SnowflakeDatabricksSalesforceSpreadsheets/CSV

Teams

FinanceMarketing & SalesAnalytics

Enterprise Operations

Operations, finance, IT, and security teams automate the work between systems of record: SAP, ServiceNow, and the long tail of internal tools.

Helpdesk Tickets
−60%MoM
Avg Resolution
42sself-serve
Sessions
1,284today
ERP Assistant· Buyer role
S/4HANA
Status of PR 4500123 for Northwind?
Approved · converted to PO 4510099. GRN posted 2d ago, invoice pending from Northwind.
ME038 error: how do I fix it?
Missing agreement. Open ME31L for vendor V10042, material MAT-2207.
Ask anything about orders, vendors, invoices…
AutomationAgentApp
SAP & ERP Intelligence Layer
Let business users check orders, invoices, and approvals in SAP through plain-language requests. Agents retrieve the relevant records, explain errors and how to resolve them, and route access requests through existing approval processes.

Business impact

Reduce routine SAP support requests so employees can keep work moving and IT teams can focus on more complex issues.

Data

SAPDatabricksSnowflake

Teams

OperationsFinanceCustomer Support
Processed
1,284this week
Match Rate
94.2%+3.1%
Exceptions
742-way gap
Invoice · PO Matching
Live
Vendor / InvAmountStatus
Northwind Trading
INV-09841·PO-2847
$14,280
Matched
Meridian Supply
INV-09843·PO-2851·+$672 variance
$8,612
Flagged
Vertex Labs
INV-09844·PO-2855
$22,100
Matched
Orion Freight
INV-09846·PO-2860·AP approver
$5,430
Routed
Harbor Materials
INV-09848·PO-2862
$31,450
Matched
3 of 4 stagesNext: GL post
AutomationAgentApp
Invoice & PO Processing
Match supplier invoices against purchase orders to check line items, quantities, and amounts. Agents explain discrepancies and route exceptions to finance with the records needed to resolve them.

Business impact

Reduce manual invoice checks and payment delays while helping finance catch errors before invoices are approved.

Data

SAPSpreadsheets/CSV

Teams

FinanceOperations
On-Time %
94.2%+2.1%
Open POs
38+4
Avg Turnaround
6.4d-0.8d
Purchase Orders
Created
Approved
Shipped
Delivered
PO-8214Northwind Industrial
$42.1kApr 12
Delivered
PO-8219Meridian Supply
$18.7kApr 21
Shipped
PO-8223Vertex Components+3d
$86.3kApr 24
Shipped
PO-8227Orion Logistics
$11.2kApr 27
Approved
PO-8231Harbor Materials
$29.5kMay 02
Created
14 in transit
218 delivered MTD
2 delays flagged
Q2 snapshot
AutomationAgent
Order Management & Turnaround Coordination
Agents track purchase orders from creation through delivery, coordinate supplier communication, and keep stakeholders informed. They identify delays and exceptions, recommend next steps, and coordinate resolution with suppliers and internal teams.

Business impact

Protect delivery commitments and reduce the coordination work required to resolve delays.

Data

SAPSpreadsheets/CSV

Teams

Operations
Fleet Health
94.2%+1.2%
At-Risk Assets
18 / 487monitoring
Avoided Downtime
$420KYTD
Asset HealthLive
SAP PM · IoT
TURBINE-A12
96%
PUMP-B03
88%
COMPRESSOR-C7
71%
GEN-E5
54%
Upcoming Failures· Predicted
3 this week
GEN-E5in 3d
Replace bearing
COMPRESSOR-C7in 11d
Rebalance
PUMP-D14in 16d
Inspect seal
AutomationAgentApp
Predictive Maintenance & Asset Health
Agents analyze sensor readings, maintenance history, and operating data to identify equipment at risk of failure. They estimate when maintenance is needed and prepare prioritized work orders with recommended actions and the parts technicians will need.

Business impact

Reduce unplanned downtime and emergency repairs while keeping critical equipment in service.

Data

SAPSpreadsheets/CSVSnowflakeDatabricksBigQueryPostgreSQL

Teams

OperationsAnalytics
Auto-Fulfilled
82%+6.4%
Avg Time
4.2m-18%
Open Queue
47-12
Request Categories
237 this week
Access128
Provisioning62
Resets47
Active Queue
Auto-fulfillment on
Access
INC-4821GitHub repo access
Engineering
2m
AUTO
Provisioning
INC-4819New VM (us-east)
Finance
4m
AUTO
Resets
INC-4815VPN password reset
Sales
1m
Access
INC-4812Snowflake role grant
Marketing
8m
WAIT
AutomationAgent
Service Catalog & Ticket Fulfillment
Agents handle employee service requests in ServiceNow, from checking details and routing approvals to provisioning resources and tracking completion. They resolve routine issues such as password resets, keep employees informed, and flag requests that need attention from support teams.

Business impact

Reduce support backlogs and the time employees spend waiting for access, resources, and answers.

Data

ServiceNowSlack

Teams

OperationsCustomer Support
Click Rate
6.2%-3.1%
Trained
92%+4.8%
Enrolled
2,418+124
Q2 Credential Harvest Simulation
LIVE
Sent
2,418
Clicked
151
Reported
1,742
Department Leaderboard
6 depts
1Engineering
98%
2Legal
96%
3Finance
94%
4Marketing
89%
5Sales
82%
6Support
74%
2,224 completed training
194 in progress
30d window
AutomationAgentApp
Security, Compliance & AI Governance
Security teams use apps and agents to run phishing simulations, deliver targeted training, and track AI use across the organization. They manage security policy exceptions with an audit trail and prepare customer and vendor questionnaire responses using approved answers.

Business impact

Help security teams identify gaps earlier and prepare for audits and customer security reviews with less manual effort.

Data

Google Cloud StorageSpreadsheets/CSVSlack

Teams

SecurityOperations

Analytics & Decision Apps

Analytics and data teams turn warehouse data into forecasting, optimization, and decision apps instead of yet another dashboard.

Accuracy
94.2%+1.8%
MAPE
5.8%-0.6%
Bias
1.2%+0.2%
Baseline Demand Forecast
Actual
Forecast
5.2M rows
Jan
Feb
Mar
Apr
May
Jun
Jul
Top Movers · Next Qtr
SKU-A-247+12%
SKU-B-112+8%
PART-4501-4%
SKU-C-889+19%
AgentApp
Demand Forecasting
Forecast product demand using historical sales, including what customers buy from you and what they sell to end consumers. Planning teams use a shared forecast to agree on expected demand and guide purchasing and inventory decisions.

Business impact

Shorten planning cycles and help teams avoid stock shortages and excess inventory.

Data

SnowflakeDatabricksBigQuerySpreadsheets/CSV

Teams

AnalyticsOperationsProduct
Total Spend
$26.0MYTD
Addressable
$15.2M+4.1%
At Risk
$704K-2.8%
Category Spend Cube
FY25 · SAP
Raw Materials
$12.4M
Consumables
$5.8M
Capex
$4.7M
Services
$3.1M
Active Flags4 pending
Off-contractAcme Corp$214K
Duplicate inv.Globex$38K
Price varianceInitech+22%
Vendor consol.Hooli + 2$412K
AutomationAgentApp
Spend Analytics & Procurement Optimization
Analyze spending across suppliers, categories, and locations to identify duplicate invoices, off-contract purchases, and opportunities to consolidate suppliers. Agents recommend when to buy raw materials based on changing costs and market conditions. Purchasing restrictions carry through to SAP when new requests are created.

Business impact

Reduce avoidable spending and give procurement teams more control over what gets purchased, from whom, and when.

Data

SAPDatabricksSnowflakeSpreadsheets/CSV

Teams

FinanceOperationsAnalytics
DAU
12.4K+8.2%
WAU
36.2K+5.4%
Stickiness
34.1%-2.1%
Daily Active Users
Feature Activations
Feature Adoption
Last 30d
FeatureUsersAdoptionScore
Dashboard Views8.2K
94
Report Builder5.1K
71
Data Export3.8K
58
API Queries2.4K
42
Alerts Config1.9K
31
AgentApp
Product Usage & Adoption Intelligence
See which features customers adopt, how often they use them, and how usage changes over time. Teams can compare accounts and customer groups, explore trends, and ask follow-up questions in plain language.

Business impact

Help product teams prioritize what to build, customer success teams improve adoption, and sales teams identify expansion opportunities.

Data

BigQuerySnowflakeDatabricksClickHouse

Teams

ProductAnalyticsCustomer SuccessCustomer Support
Avg DAU
−54%30d
At Risk
$2.4MARR
Alerts
4active
Daily Active Users
Trend
Threshold
At-Risk Accounts
469 seats total
Acme Corp120
-47%
Globex Industries85
-31%
Initech200
-26%
Hooli64
-19%
AutomationAgent
Usage Decline Monitoring
An agent continuously monitors product usage to distinguish sustained declines from normal seasonal changes. It alerts account teams with details of which features are being used less, how long the decline has lasted, and which customer contacts have become inactive.

Business impact

Help account teams address disengagement earlier and focus retention efforts on customers who need attention.

Data

SnowflakeDatabricksBigQueryClickHousePostgreSQL

Teams

ProductMarketing & SalesCustomer SupportAnalytics
Predicted ARR
$8.4M+12.3%
Net Expansion
$1.2M+8.7%
Churn Risk
$340K-2.1%
Quarterly Revenue Forecast
Actual
Forecast
Jul
Aug
Sep
Oct
Nov
Dec
Revenue by SegmentFY25 Projection
Enterprise 52%
Mid-Market 28%
SMB 20%
App
Revenue & Scenario Forecasting
Model how feature launches, pricing changes, and hardware refresh cycles could affect subscription revenue using product usage, revenue, and past launch data. Adjust prices, launch dates, and customer segments to compare forecasts under different assumptions.

Business impact

Help product and finance teams prioritize releases and evaluate pricing decisions with a clearer view of their potential revenue impact.

Data

SnowflakeDatabricksClickHousePostgreSQLBigQuery

Teams

ProductMarketing & SalesAnalyticsFinance