Rovo AI playbook: use cases for Sales, Marketing, HR, Finance
Teamwork Collection apps and beyond
Most organizations have knowledge spread across Jira, Confluence, Drive, Slack, CRM, and email. What’s more, they already have the data they need. The problem is turning calls, documents, and messages into guidance, decisions, and next steps for teams.
Rovo helps non-IT teams move from information to action. It sits on top of the tools they already use and supports real work through Search, Chat, and AI agents.
Teams like sales, marketing, HR or finance can use it for sales coaching, onboarding support, and handling policies without constant interruptions.
In this session, we show practical, real-world use cases of Rovo for business teams.
Agenda
- Rovo basics for non-IT teams
- Integrations
- Sales coach
- Marketing feedback loop
- HR: onboarding support
- Finance: policies and approvals
- Getting Rovo ready
- Q&A
HOSTS
Adam is responsible for designing and delivering Jira and JSM-based solutions aligned with ITSM and CMDB best practices. He works closely with customers to improve service delivery, product management, and operational efficiency.

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Sneak peek
Key talking points
Rovo basics for non-IT teams
A clear introduction to Rovo Search, Chat, and Agents from a business perspective. You’ll see how they fit into everyday work for Sales, Marketing, HR, and Finance teams.
Integrations
Rovo works across Jira, Confluence, Loom, Drive, Slack, and CRM tools. We explain how these connections work, what Rovo can access, and how permissions stay in place.
Sales coach
Sales managers can’t listen to every call. Rovo helps by reviewing call transcripts and highlighting objections, responses, and patterns. This gives sales teams consistent feedback without extra effort.
Marketing feedback loop
Learn how marketing teams turn customer conversations into structured insights. Rovo turns sales calls into clear understanding about objections, messaging gaps, and content needs.
HR: onboarding support
New hires often ask the same basic questions or hesitate to ask at all. Rovo helps employees find clear answers with sources and next steps. HR teams spend less time answering repeat questions.
Finance: policies and approvals
Finance teams get interrupted with the same questions every day. Rovo answers policy questions and helps route approvals when needed.
Getting Rovo ready: security and data hygiene
Rovo works best when data is structured and access rules are clear. We explain what needs to be prepared to avoid poor answers and security risks.
Live Q&A session
You can ask questions about your own tools, data, and use cases. We focus on real answers based on real implementations.
FAQ
Have questions? We have the answers
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Who is hosting the webinar?
The webinar will be hosted by two Atlassian experts from Deviniti who work daily with organizations designing and improving Atlassian-based workflows for business and non-IT teams. They combine strategic, business-focused thinking with hands-on experience in delivering practical Atlassian solutions at scale.
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Who should attend this webinar?
This webinar is for anyone responsible for making Jira work at scale, keeping it efficient, user-friendly, and aligned with business needs.
Roles that will benefit the most:
- IT Director / Infrastructure Manager – see how strategy and governance help cut costs, reduce chaos, and keep Jira on track.
- Atlassian Administrator – learn how better documentation, regular cleanups, and small UX tweaks can make everyday work simpler and upgrades less stressful.
- Compliance or Security Officer – understand how clear ownership and permission models make Jira easier to manage during audits.
- Team Lead / Project Manager – find out how simpler workflows and a cleaner interface get people to actually use Jira and trust the reports.
- Finance / Business Manager – gain clarity on Jira’s real value and confidence that budgets aren’t wasted on duplicate or unused tools.
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Will there be a Q&A session?
Yes, the webinar will include a Q&A session where attendees can ask questions directly to the hosts.
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How can I ask questions during the webinar?
You can submit your questions during the webinar through the chat feature.
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How long is the webinar?
The webinar will last approximately 45 minutes, including the Q&A session.