AI use cases
FlippingKoin has AI built into the tools you already use, so you can analyze reports, ask questions, plan projects, write, and create content without leaving your work. This page is a tour of where AI shows up and what each use case does.
Every AI feature runs on your company's own AI key and respects your data — it only ever works with your own company's information, and anything outward-facing (like emailing a client) always waits for your approval.
Step-by-step
- 1Analyze a financial report
On Reports → Custom Finance Report, pick a date range and click Ask AI. The assistant reads the report you're viewing — revenue, expenses, payroll, profit — and answers questions like "Why did profit drop last month?" or "Which expense grew the most?" in plain language, with follow-ups in the same conversation.
- 2Ask questions about your work
A context-aware Ask AI panel sits next to your tasks, documents, and dataspaces. On a task it can summarise, suggest next steps, or draft a reply using the task's details and comments. On a document it summarises or explains what you've written. On a dataspace it answers questions about your table data — no need to paste context, it already knows the record you're on.
- 3Plan milestones and tasks
When creating a project, use Generate milestones with AI: write a short scope, choose how many milestones you want (2–10), and AI proposes named milestones with descriptions and sensible start/due dates. You can also use Estimate with AI on tasks to get a suggested time estimate (this uses the project's Time estimation instruction).
- 4Write and work on documents
Draft rich documents in the editor, then open Ask AI on a document to summarise long pages, tighten wording, or answer questions about the content. The conversation stays attached to that document so you can pick it back up later.
- 5Generate a content plan
In Content Series → Content Plans, use Generate with AI to produce a ready-to-shoot content calendar — titles, post dates, formats (reel, carousel, story), categories, public captions, and detailed creator briefs. Optionally point it at your recent posts so it stays on-brand, then edit and approve the pieces you want to keep.
- 6Let AI agents work in the background
Beyond answering on demand, AI Agents watch your business around the clock — chasing overdue invoices, flagging at-risk projects, following up on leads — and either recommend an action in your Inbox or run a safe one automatically. Install a blueprint from the Catalog or build your own with the no-code Workflow Builder.
Set your AI instructions first — clear instructions are like onboarding notes for an assistant and noticeably improve every result. See the AI instructions topic. Conversations stay attached to the task, document, or report you started them on, so you can return and continue where you left off. Some AI features (like Time estimation) won't generate until their instruction is set — you'll get a prompt with a direct link to configure it. Start AI agents in Suggest mode and switch to Auto only once you trust how they behave on your real data.
Settings → AI keys → add your OpenAI (ChatGPT) key. It powers reports, tasks, milestones, content plans, and dataspace AI. Image generation uses a Google Gemini key where available. AI features require a plan with AI enabled — check or upgrade under Billing & plans. Settings → AI instructions → configure per-feature tone and behaviour, company-wide or per project. Outward actions (emailing clients, sending invoices) always require approval, regardless of AI mode.