Follow up & report

Ask Anything About All Your Spaces

Ask one question about your whole account – which onboardings are behind, which spaces went quiet, who owns what – and get the answer in seconds.

AI Agent Prompt

Copy

Look at all active spaces in our account and answer these: - Which onboardings are behind schedule, and by how much? - Which spaces haven't been updated in the last 14 days? - Which customers still haven't submitted their intake form? - How many spaces did each owner create this month? Show the results as a short table per question, with a link to each space.

What the AI creates

The AI checks every space in your account and answers in tables – with links, so you can jump straight to the spaces that need you.

Pro Tip

Ask it on your Valuecase dashboard or from Claude or ChatGPT. Narrow it down by owner, template or status – e.g. "only my spaces" or "only spaces from the Enterprise onboarding template".

More AI Agent Use Cases

Roll Template Updates Out to Running Spaces

Updated your template? Bring the new pages and tasks into spaces that are already in progress – without touching anything customer-specific.

Keep templates in sync

Copy a Section into the Template or Another Space

Built something great for one customer? Copy it into your template so every new space gets it, or into another customer's space.

Keep templates in sync

Compare Spaces to Their Template

See what your team changes after creating a space from a template. The edits that keep coming back show you exactly what the template is missing.

Keep templates in sync

See all use cases

Try Valuecase for 14 days – No strings attached

No more juggling between tools, spreadsheets,
or constant follow-ups.

Start for free ->Start free trial ->Book a demo

No credit card required

14-day free trial

Test ALL features