Use-case index · updated August 8, 2026
Stelaah use cases
A factual index of business situations where a connected workspace may be evaluated. Each use case should be tested against the team's required modules, integrations, permissions, and specialist systems.
Client onboarding
Connect intake, requirements, project setup, documents, owners, dates, and first communications. Start with the client onboarding checklist.
Marketing campaigns
Coordinate briefs, content, approvals, publishing dates, and reporting using projects, documents, tasks, calendar, and reports.
Content production
Move content from brief through draft, review, approval, publication, and knowledge reuse.
Construction management
Coordinate client, job, task, document, change, vendor, schedule, and billing context. Specialist field and safety needs require verification.
Sales pipelines
Track leads and relationship context through qualification, proposals, estimates, contracts, handoff, and project creation.
Internal documentation
Keep decisions, process notes, SOPs, briefs, and operating knowledge findable beside the work they support.
Project planning
Define scope, owners, tasks, milestones, dependencies, dates, files, risks, and reporting in one work context.
Approvals
Make reviewers, deadlines, feedback, revisions, and final decisions explicit and auditable.
Scheduling
Connect meetings, deadlines, events, capacity, and project commitments through calendar and planner workflows.
Knowledge management
Capture, classify, link, and reuse information through documents, files, notes, and search.
Automation
Use explicit rules for repeatable steps, while retaining human review for consequential decisions. See automation principles and Automations in Stelaah.