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Who This Is For

Finance, Legal, Marketing, Operations, Product Managers, and other professionals without programming backgrounds

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Core Scenarios

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Scenario 1: Automated Data Workflow

Real Case: The finance team uses plain text to describe workflows and lets AI automatically perform complex data processing tasks.

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How to do it in Happycapy

Just explain what you want to accomplish:
At the beginning of every month, please help me:
1. Read last month's sales data from Excel table
2. Calculate the growth rate for each region
3. Generate comparison chart
4. Create a report with key metrics
Happycapy will actively ask questions like:
  • “Please provide Excel file”
  • “Which month’s data need to be compared?”
  • Set up scheduled tasks to be executed automatically every month
  • No need to re-describe each time

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Key Advantages

No Coding Required

No need to learn Excel formulas or programming

Reusable

Describe once, use again and again

Error Reduction

Reduce human errors

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Scenario 2: Quickly Generate Marketing Materials

Real Case: Growth marketing team used Happycapy to generate hundreds of ad copy variations in 15 minutes.

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How to do it in Happycapy

Provide detailed requirements for batch creation: 
Help me create 20 Google Ads ad variations:
- Product: AI collaboration tool Happycapy
- Target audience: small and medium business owners
- Selling points: zero technical threshold, improved work
  efficiency, cloud operation
- Title limit: within 30 characters
- Description limit: within 90 characters

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What Happycapy Will Do

  1. Generate multiple creative directions
  2. Automatically check character limits
  3. Output as CSV that can be directly imported into advertising platforms
Time savings: from 2 hours → 15 minutes

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Scenario 3: Document Processing and Format Conversion

Real Case: Legal team quickly processes contracts and creates custom tools.

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Common Use Cases

PDF to Word

Help me convert this PDF contract
into Word and extract all the key terms

Organize Feedback

Compile these 10 customer feedbacks
into a comparison table

Meeting Transcription

Convert my meeting recordings to text
and generate an action list

Format Conversion

Convert these Excel spreadsheets to
a formatted PDF report

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Applicable Scenarios

  • Contract review
  • Organizing customer communication records
  • Meeting minutes generation
  • Multi-format document conversion

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Advice for Non-Technical People

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1. Start with Simple Tasks to Build Confidence

Try a simple task: “Generate a poster for me”
Move to data tasks: “Analyze this data and make a graph”
Tackle more complex multi-step workflows

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2. Describe Your Needs Like Chatting with an Assistant

Don’t Think:“What tool should I use?” “How do I program this?”
Just Say:“What result do I want?” “What’s my end goal?”
Happycapy will automatically select the appropriate tools and models for you.

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3. Save Successful Workflows

When you find a prompt that works well:
  1. Record effective prompts in your notes
  2. For repeated tasks, directly copy the last description
  3. Pro/Max users can set up automation to run tasks on a schedule

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4. Don’t Be Afraid of “Dumb” Questions

  • Happycapy won’t judge you
  • Trial and error is part of learning
  • Each conversation is independent and can be restarted at any time

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Real-World Examples

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Finance: Monthly Budget Report

Help me create a monthly budget vs. actual spending report:

1. Read budget.xlsx and spending_january.xlsx
2. Calculate variance for each category
3. Highlight categories that are over budget in red
4. Create a visual chart showing:
   - Budget vs. Actual comparison
   - Percentage of budget used
5. Generate a one-page executive summary

Analyze these 5 vendor contracts and create a comparison table:

[Upload contract files]

Please extract and compare:
- Contract duration
- Payment terms
- Liability clauses
- Termination conditions
- Key obligations

Create a summary table that I can use to make a decision.

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Operations: Task Management

Process my weekly team meeting notes:

[Paste meeting transcript]

Please:
1. Identify all action items
2. Assign to the person mentioned in context
3. Extract due dates (or suggest reasonable dates)
4. Create a table with columns: Task, Owner, Due Date, Status
5. Export as CSV for importing into our project management tool

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HR: Candidate Screening

Help me screen these 20 resumes:

[Upload resume files]

Job requirements:
- 3+ years experience in project management
- PMP certification preferred
- Experience with Agile methodologies
- Strong communication skills

Please:
1. Rank candidates by qualification match
2. Highlight key strengths and gaps for each
3. Create a shortlist of top 5 candidates
4. Generate interview questions based on their backgrounds

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Common Workflows by Department

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Finance Department

Batch extract data from invoice PDFs into structured spreadsheets
Create visual dashboards from accounting data
Automate expense report generation and approval workflows
Calculate and visualize budget vs. actual variances
Extract and compare key terms across multiple contracts
Check documents for compliance with regulatory requirements
Generate contract templates with variable fields

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Operations

Convert meeting discussions into structured process documents
Analyze team calendars and suggest optimal meeting times
Process and categorize incoming requests
Generate weekly/monthly operational reports

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Tips for Success

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Start Small and Scale Up

Don’t try to automate everything at once. Instead:
  1. Pick one repetitive task that takes 30+ minutes per week
  2. Automate that single task with Happycapy
  3. Refine the workflow over 2-3 iterations
  4. Move to the next task once the first is working smoothly

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Build Your Prompt Library

Create a document with your best-performing prompts organized by task type. This becomes your personal automation toolkit.

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Leverage Templates

Once you’ve created a successful workflow:
  • Save the prompt structure
  • Replace specific details (dates, filenames, etc.) each time
  • Share successful templates with your team

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Ask for Explanations

If you want to understand what Happycapy is doing: 
Please explain each step you're taking to process this data
and why you chose this approach.
This helps you learn and improve future prompts.

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Next Steps

General Best Practices

Learn universal tips that apply to all users

Team Collaboration

Share workflows with your team