SuiteDash

Create a task with an owner, deadline and current status.

Show the same project as a board and a dated timeline.

Discuss a task and link the working document to its record.

Create a project from a template and adjust its ownership.

Show overdue work and completion progress for a project.

Update an assigned task from a phone.

Connect a documented calendar, chat or CRM integration and demonstrate a workflow.

Delay a prerequisite task and inspect the dependent work.

Review priorities and progress across several projects.

Assign work beyond a person's capacity and show the resulting workload.

Record actual effort and review it against an estimate.

Apply a rate or budget and inspect its effect on a project's financial view.

Submit a request form and route it into the correct project.

Trigger a rule from a status change and inspect its action.

Restrict a guest to one project and verify access elsewhere is denied.

Retrieve tasks and relationships through an API or structured export.

Retrieve who changed a critical permission or project setting.

Generate a project summary and verify it against blocked and overdue tasks.

Have an AI assistant perform a bounded project action and inspect the result.

Ask about a project decision and inspect the work records used to answer.

Create a person, link them to an organisation and show their shared activity history.

Create stages with probabilities and move a deal through them.

Send and receive an email and show both against the correct contact.

Assign a dated follow-up to another seller and show their overdue queue.

Filter open pipeline by owner and expected closing month.

Import a duplicate and merge it without discarding useful history.

Prevent a deal entering proposal stage until required information is entered.

Route two enquiries to different owners based on territory or value.

Start a sequence and show what changes when the prospect replies.

Separate one-off and recurring revenue in a forecast.

Produce a quotation from deal products and retain the sent version.

Show what a salesperson can and cannot see in another team's accounts.

Find who changed an opportunity amount and when.

Link a custom asset or contract record to a customer.

Create a record externally and retrieve the resulting identifier.

Export contacts and deals with stable identifiers and relationships.

Turn a won deal into an owned delivery process without re-entering customer details.

Draft a follow-up grounded in the actual contact or opportunity history.

Summarise a real interaction and identify the next action.

Show prospect research or a recommended next action and the information behind it.

Answer a question using an approved document or help article.

Retrieve or update a permitted record through an integration.

Complete a request that needs clarification over several turns.

Escalate an unsupported request with its conversation context.

Inspect the agent's messages and the actions it attempted.

Add, update and remove a source used by the agent.

Limit which systems and actions this agent can use.

Require a person to approve an action before it executes.

Simulate a failed integration and show a useful recovery path.

Protect a private-record lookup from an unauthenticated visitor.

Set a restricted topic or action and test it.

Use the agent in two supported channels.

Test a change separately before promoting it.

Run a saved set of cases after changing the agent.

Report successful actions, escalations and failed requests separately.

Export relevant logs for independent review.

Inspect usage and set or explain the spending limit.

Show how model behaviour or choice is configured for the task.

Describe an agent and inspect the generated configuration.

Identify weak conversations or score outcomes with configurable criteria.