Knowledge & Q&A Use Cases

Zenmako AI learns from all your connected tools, building a comprehensive knowledge base that spans your entire workspace. Instead of searching through multiple apps, you can ask natural language questions and get answers that draw from all your data sources.

How It Works

When you connect tools to Zenmako, the AI indexes and learns from your data. When you ask a question, Zenmako:

  • Searches the knowledge base for relevant information
  • Makes real-time API calls when fresh data is needed
  • Combines information across multiple tools to provide complete answers

  • Project & Task Questions

    Get instant visibility into project status and task progress without opening multiple tools.

    Example Questions

    "What's the status of Project Apollo?" "Show me overdue tasks assigned to me"

    Returns a consolidated list of your overdue tasks from all connected tools, sorted by priority or due date.

    "What did we complete last week?"

    Summarizes completed work across all projects, useful for standups, status reports, or retrospectives.

    "What are the blockers on the website redesign?"

    Identifies tasks marked as blocked, dependencies that aren't met, and any comments or notes mentioning blockers.

    "When is the next milestone for the mobile app project?"

    Finds upcoming milestones, deadlines, and key dates across your project timelines.


    People & Team Questions

    Understand who's working on what and find the right person to talk to.

    Example Questions

    "Who's working on the marketing campaign?"

    Lists team members assigned to marketing-related tasks and projects, along with their specific responsibilities.

    "What tasks does Sarah have this week?"

    Shows Sarah's upcoming tasks, meetings, and deadlines across all connected tools.

    "Who should I talk to about the API integration?"

    Identifies people who have been assigned to, commented on, or created tasks related to API integration work.

    "Who owns the customer onboarding process?"

    Finds the person responsible for onboarding-related projects, documentation, or tasks.

    "What is the engineering team focused on this sprint?"

    Aggregates current sprint tasks and priorities for engineering team members.


    Document & Content Questions

    Find information buried in your documents, wikis, and knowledge bases.

    Example Questions

    "What's our refund policy?"

    Searches your documentation (Notion, Confluence, Google Docs, etc.) to find and summarize your refund policy.

    "Find the meeting notes from last Friday"

    Locates meeting notes from the specified date across your connected document tools.

    "What's documented about our deployment process?"

    Returns relevant documentation about deployments, CI/CD pipelines, and release procedures.

    "Where can I find the brand guidelines?"

    Identifies the location and key contents of your brand documentation.

    "What decisions were made about the pricing change?"

    Searches meeting notes, documents, and comments for discussions and decisions related to pricing.


    Customer & CRM Questions

    Stay on top of customer relationships and sales activity.

    Example Questions

    "What's the latest on the Acme Corp deal?"

    Provides a summary of recent activity, communications, and status updates for the Acme Corp opportunity.

    "Show me recent support tickets from enterprise customers"

    Filters support tickets by customer tier and recency, showing the most relevant issues.

    "When did we last contact John at BigCo?"

    Searches communication history and CRM records to find the most recent touchpoint.

    "Which deals are expected to close this month?"

    Lists opportunities with close dates in the current month, along with their status and value.

    "What open issues does Acme Corp have?"

    Aggregates support tickets, bug reports, and pending requests associated with the customer.


    Cross-Tool Questions

    The real power of Zenmako is connecting information across multiple tools.

    Example Questions

    "What projects are related to the new product launch?"

    Searches across project management, documents, and communications to find all initiatives connected to the product launch.

    "Show me all activity related to the Q4 campaign"

    Aggregates tasks, documents, emails, and updates that mention or relate to the Q4 campaign across all connected tools.

    "What's the connection between the API issues and the customer complaints?"

    Correlates support tickets, bug reports, and engineering tasks to identify relationships between technical issues and customer impact.

    "Give me a summary of everything related to the enterprise pilot"

    Compiles project status, customer communications, documentation, and team activity into a comprehensive overview.

    "What happened with the server outage last Tuesday?"

    Searches incident reports, Slack messages, tasks created, and documentation updates related to the outage.


    Tips for Getting Better Answers

    Be Specific About Time

    Instead of: "What tasks are due soon?"
    Try: "What tasks are due this week?" or "What tasks are due before Friday?"

    Include Context When Helpful

    Instead of: "What's the status?"
    Try: "What's the status of the mobile app redesign project?"

    Name People and Companies Explicitly

    Instead of: "What's happening with that big deal?"
    Try: "What's the latest on the Acme Corp enterprise deal?"

    Ask Follow-Up Questions

    Specify the Type of Information You Need

    Instead of: "Tell me about the API"
    Try: "What's the documentation for our REST API?" or "What tasks are open for the API integration?"

    Use Natural Language


    Common Use Cases by Role

    For Managers

  • "What's blocking my team this week?"
  • "Show me the status of all active projects"
  • "What did the team accomplish last sprint?"
  • For Individual Contributors

  • "What should I be working on today?"
  • "Who do I need to sync with on the integration project?"
  • "Where's the documentation for the new feature?"
  • For Sales

  • "What deals are at risk this quarter?"
  • "When was our last touchpoint with BigCo?"
  • "What's the history with this prospect?"
  • For Support

  • "Has this customer reported this issue before?"
  • "What's the known workaround for this bug?"
  • "Who on engineering should I escalate this to?"

  • What Makes This Powerful

    With Zenmako, you ask one question and get a unified answer that draws from all your connected data. The AI understands context, relationships, and can combine information in ways that would take you much longer to do manually.