> For the complete documentation index, see [llms.txt](https://docs.diaflow.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.diaflow.io/tables/use-cases.md).

# Use cases

Explore real-world production blueprints demonstrating how modern teams leverage Diaflow Tables for B2B sales pipelines, bug triage, social media scheduling, and recruitment tracking.

## B2B Sales CRM & Deal Pipeline <a href="#user-content-b2b-sales-crm--deal-pipeline" id="user-content-b2b-sales-crm--deal-pipeline"></a>

Sales teams manage inbound opportunities, track negotiations across custom deal stages, and automate client follow-ups without paying for bloated CRM licenses.

<figure><img src="https://3864624312-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FRdo1pkMnofwxf3lpWftw%2Fuploads%2FOoHTZ8BsH0tcYGFz2GDV%2Frounded-image%20(29).png?alt=media&amp;token=6c9dbae7-beef-4645-8a8a-d6033103edac" alt=""><figcaption></figcaption></figure>

### Table Schema Structure <a href="#user-content-table-schema-structure" id="user-content-table-schema-structure"></a>

* **Deal Information**: `Deal Name`, `Company`, `Contact Name`, `Email`, `Phone`, `Company Website`.
* **Sales Metrics**: `Deal Stage` (Qualified, Demo Scheduled, Proposal Sent, Negotiation, Closed Won), `Deal Value`, `Win Probability`, `Priority` (Urgent, High, Medium).
* **Computed Values**: Formula column calculating `Weighted Value = Deal Value * Win Probability`.
* **Assets & Logs**: `Meeting Notes`, `Contract Files` (PDF attachments), `Next Follow-up Date`, `Call Duration`.

### How It Works in Diaflow <a href="#user-content-how-it-works-in-diaflow" id="user-content-how-it-works-in-diaflow"></a>

* **Instant Inbound Intake**: Incoming leads from website forms or calendar bookings write directly into the table via Webhook Triggers.
* **On-Demand Action Cells**: Reps review lead data in-grid and click the **Action Cell** (`"Run Enrichment"`) to automatically verify company domains, enrich revenue data, and draft tailored follow-up emails via GPT-4o.
* **Real-time Pipeline Analytics**: The bottom **Footer Summary** computes the live **Sum** of `Deal Value` and the **Average** `Win Probability` across filtered active quarters.

***

## Customer Feedback & Bug Triage Hub <a href="#user-content-customer-feedback--bug-triage-hub" id="user-content-customer-feedback--bug-triage-hub"></a>

Product and engineering teams centralize bug reports, feature requests, and customer feedback into an actionable, prioritized triage pipeline.

<figure><img src="https://3864624312-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FRdo1pkMnofwxf3lpWftw%2Fuploads%2FIooqHkwkoS1vBlkBsnt2%2Frounded-image%20(28).png?alt=media&amp;token=8fea6e76-04d8-4bd7-a40f-f6d0685aa6dc" alt=""><figcaption></figcaption></figure>

### Table Schema Structure <a href="#user-content-table-schema-structure-1" id="user-content-table-schema-structure-1"></a>

* **Issue Metadata**: `Feedback / Bug Title`, `Category` (Bug Report, Feature Request, UI/UX Polish), `Severity Priority` (P0 - Blocker, P1 - High, P2 - Normal).
* **Customer Context**: `Customer Email`, `Customer Plan Tier` (Enterprise VIP, Pro, Starter), `Impacted ARR ($)`.
* **Resolution Tracking**: `Status` (Under Review, In Progress, Resolved & Closed), `SLA Target Resolution`, `Error Screenshot / Log File` (Attachment), `Linked Issue Tracker URL`.

### How It Works in Diaflow <a href="#user-content-how-it-works-in-diaflow-1" id="user-content-how-it-works-in-diaflow-1"></a>

* **Escalation Triggers**: A **Row Trigger** monitors incoming rows. If a new record has `Severity Priority = P0 - Blocker`, a high-priority incident Flow immediately alerts the engineering on-call channel in Slack with error logs attached.
* **Bi-directional Issue Sync**: An **Action Cell** (`"Create GitHub Issue"`) pushes the bug report directly to GitHub or Jira, writing the generated issue URL back into the table cell upon completion.
* **Executive Summaries**: Using **Footer Summaries**, managers track total `Impacted ARR ($)` and `User Satisfaction Rating` in real time.

***

## Multi-Channel Social Media Content Calendar <a href="#user-content-multi-channel-social-media-content-calendar" id="user-content-multi-channel-social-media-content-calendar"></a>

Marketing teams plan, produce, review, and auto-publish multimedia content across LinkedIn, YouTube, TikTok, Facebook, and X from a unified calendar grid.

<figure><img src="https://3864624312-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FRdo1pkMnofwxf3lpWftw%2Fuploads%2FFIO1p6v92ahDNLLvSS4z%2Frounded-image%20(30).png?alt=media&amp;token=c5e7d2b6-9ba5-4954-b519-ed16feadf36f" alt=""><figcaption></figcaption></figure>

### Table Schema Structure <a href="#user-content-table-schema-structure-2" id="user-content-table-schema-structure-2"></a>

* **Content Planning**: `Post Title`, `Content Pillar` (Product Tutorial, Demo, Case Study, Thought Leadership), `Primary Platform` (LinkedIn, YouTube, TikTok, Facebook, X).
* **Creative Assets**: `Post Copy / Caption`, `Creative Attachment` (image, carousel PDF, or MP4 video), `Video Duration`.
* **Publishing Controls**: `Scheduled Date`, `Scheduled Time`, `Status` (Idea, Ready for Review, Scheduled, Published), `Auto-publish` (Checkbox).
* **Performance Telemetry**: `Ad Spend Budget`, `Quality Score`, `Impressions / Reach`, `Engagement Rate %`.

### How It Works in Diaflow <a href="#user-content-how-it-works-in-diaflow-2" id="user-content-how-it-works-in-diaflow-2"></a>

* **AI In-Cell Copywriting**: Writers click an **Action Cell** (`"Generate AI Copy"`) running an LLM to automatically generate 3 platform-tailored caption variations based on the draft notes.
* **Scheduled Auto-Publishing**: A scheduled Routine Flow inspects rows where `Scheduled Date = Today()` and `Auto-publish = TRUE`, automatically dispatching the post copy and creative attachment to the respective social platform API.
* **Auditing**: `Last Modified Time` and `Created Time` maintain a complete log of when posts were approved and dispatched.

***

## HR Recruitment & Applicant Tracking (ATS) <a href="#user-content-hr-recruitment--applicant-tracking-ats" id="user-content-hr-recruitment--applicant-tracking-ats"></a>

People operations and hiring leads manage candidates across interview rounds, review resumes, and dispatch automated offer letters.

<figure><img src="https://3864624312-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FRdo1pkMnofwxf3lpWftw%2Fuploads%2Fd8kuIDPU4KO00RrA9upv%2Frounded-image%20(31).png?alt=media&amp;token=3fea9ed3-f3e3-4ec2-b1ca-9c1833e33eea" alt=""><figcaption></figcaption></figure>

### Table Schema Structure <a href="#user-content-table-schema-structure-3" id="user-content-table-schema-structure-3"></a>

* **Candidate Profile**: `Candidate Name`, `Position Applied`, `Email`, `Phone`, `Resume CV File` (PDF Attachment), `LinkedIn / Portfolio URL`, `Key Skills`.
* **Interview Process**: `Hiring Stage` (Resume Screening, Technical Assessment, Culture Interview, Offer Extended, Hired), `Interview Date`, `Interview Duration`.
* **Evaluation & Offer**: `Skill Match Rating` (1-5 Star Rating), `Technical Assessment Score %`, `Expected Monthly Salary`, `Interviewer Feedback`.

### How It Works in Diaflow <a href="#user-content-how-it-works-in-diaflow-3" id="user-content-how-it-works-in-diaflow-3"></a>

* **Resume Parsing via Action Cells**: When a candidate applies, recruiters click an **Action Cell** running an LLM prompt to parse the attached resume PDF, automatically populating `Key Skills` and generating an initial `Skill Match Rating`.
* **Automated Stage Transitions**: Updating `Hiring Stage` to `"Offer Extended"` triggers a Flow that compiles a personalized offer letter from a template and emails it to the candidate with sign-off links.
* **Role Privacy**: Table folders and permission settings ensure sensitive applicant salary expectations remain visible only to authorized recruitment leads.

## Explore More Templates

Ready to discover more ways to use Tables? Browse and install pre-built layouts directly from the [Diaflow Tables Marketplace](https://platform.diaflow.io/marketplace/tables).