Templates

Agent Architect

Uses platform tools to create, evolve and test other existing agents and skills.

Proposal Agent Sales

Drafts business proposals from client requirements, CRM deal data, product information and your past proposals, so salespeople start from a strong first version instead of a blank page.

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Content Generator Marketing

Drafts blog articles, newsletters and social posts from your company knowledge in your brand's tone of voice, keeping messaging consistent across every channel.

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Audience Insights Agent Marketing

Analyzes customer behavior across your CRM and website analytics, builds audience segments by interest and intent, and suggests who to target in each campaign.

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Company Documentation Agent Operations

Answers questions about company processes and policies from your internal documentation, and points out pages that are missing, duplicated or out of date.

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Task Automation Agent Operations

Turns meeting recordings and notes into clear action items with owners and deadlines, then creates them as tasks in Jira or Notion.

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Internal Reporting Agent Operations

Builds weekly progress reports from your project management tools, highlighting key metrics, blockers and overdue work, and shares them with the team in Slack.

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Legal Document Agent Legal

Searches and summarizes company contracts and flags key terms such as termination periods, NDAs, automatic renewals and SLAs, so you can review agreements in minutes.

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Legal Research Agent Legal

Researches laws, regulations and case law relevant to the document in front of you, and summarizes what applies with links to the sources.

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Meeting Preparation Agent Sales

Prepares a briefing before every client meeting from CRM history, recent emails and public company news, and afterwards turns your notes into follow-up tasks and CRM updates.

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Product Feedback Analyzer Operations

Collects product feedback from support tickets, surveys and forms, groups it into recurring themes, and highlights the issues and requests worth prioritizing.

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Onboarding Agent HR

Guides new employees through their first weeks: explains processes, shares the right documents and answers questions about benefits, leave and attendance, saving HR hours of repeated explanations.

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Email Reply Agent E-Commerce

Drafts replies to repetitive customer emails using your templates and help content, cutting response times and support workload.

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Candidate Screening Agent HR

Screens incoming CVs against the job requirements, ranks candidates by fit and experience, and prepares tailored interview questions for the shortlist.

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Answer Generator Customer Support

Drafts context-aware replies to support tickets from your knowledge base and customer history, and summarizes long conversations for faster escalations.

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FAQ Optimizer Customer Support

Finds recurring questions and outdated answers in your support tickets, and suggests updates to help articles and saved replies.

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Finance Reporting Agent Finance

Builds financial reports from your accounting and payment data, with clear insights into cash flow, expenses and profitability.

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Sales Reporting Agent Sales

Summarizes your sales pipeline each week from CRM data and meeting notes, showing deal progress, risks and where to focus next.

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SEO Agent Marketing

Monitors your search performance in Google Search Console and Google Analytics, spots keyword and traffic shifts, checks rising topics in Google Trends, and sends weekly recommendations for content and technical fixes.

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Lead Scouting Agent Sales

Finds new companies and contacts that match your ideal customer profile by searching the web, LinkedIn and business directories, and adds qualified leads to your CRM.

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Lead Enrichment Agent Sales

Completes your lead records with company size, industry, decision makers and recent news from public sources, and scores each lead so your team knows who to contact first.

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Outreach Agent Sales

Drafts personalized first emails and follow-ups for each lead based on their company and role, sends them from your mailbox once you approve, and logs every reply in your CRM.

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Regulation Monitoring Agent Legal

Watches for new and changing laws, regulations and guidance that affect your company, industry and markets, explains what changed and what it means for you, and alerts the right people.

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Candidate Scout Agent HR

Searches LinkedIn and the web for people who match your open roles, builds a shortlist explaining why each candidate fits, and adds them to your recruiting pipeline.

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Ads Agent Marketing

Analyzes your Google Ads, Facebook and Instagram campaigns, flags underperforming ads, audiences and keywords, and recommends budget and bid changes to improve ROAS.

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