Templates

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Meeting Prep Agent

Prepares briefing before meetings with attendee research and talking points.

Tools
Salesforce
Google Calendar
Fullenrich
Sales
Daily Standup Agent

Prepares daily standup summaries based on tickets and calendar.

Tools
Jira
Google Calendar
Slack
Linear
Asana
Ops
Social Media Writer

Creates posts for LinkedIn and X with proper tone and formatting.

Tools
MCP
Google Docs
Notion
Marketing
Competitive Intelligence Agent

Tracks competitor changes, announcements, and press coverage.

Tools
Notion
Slack
Web Search
Marketing
Meeting Notes Agent

Listens to calls, extracts decisions and action items, and sends summaries.

Tools
Google Meet
Notion
Slack
Zoom
Jet Email
Ops
Competitive Content Analyst

Analyzes competitor content strategy and identifies gaps.

Tools
Web Search
Firecrawl
Google Sheets
Marketing
Feedback Digest Agent

A feedback summarizer that groups support tickets and creates weekly insights.

Tools
Zendesk
Intercom
Slack
Jet Email
Web Search
Ops
Weekly Recap Agent

A weekly recap agent that summarizes tickets, meetings, and accomplishments.

Tools
Notion
Jira
Asana
Google Calendar
Slack
Ops
Content Calendar Agent

A content planner that researches trends, proposes a monthly calendar, and drafts briefs.

Tools
Google Calendar
Tavily
Firecrawl
Google Docs
Slack
Marketing
Company Research Agent

A company research agent. It creates a one-pager covering product, team, funding, news, and competitors.

Tools
Notion
Firecrawl
Web Search
Marketing
Executive Assistant

A personal assistant that manages your calendar, drafts emails, organizes files, and suggests next actions.

Tools
Google Calendar
Gmail
Google Docs
Ops
Deep Research Agent

A thorough research agent. It searches across multiple sources, reads results, and compiles a comprehensive brief with sources.

Tools
Tavily
Firecrawl
Google Docs
Engineering
Newsletter Curator

A newsletter writer. It finds the best recent articles and trends on a topic, writes engaging summaries, and formats the whole thing ready to send.

Tools
Tavily
Mailchimp
Marketing
News & Trends Monitor

A news monitoring agent. It tracks industry news and emerging trends, filters for what actually matters, and puts together a daily briefing with sources.

Tools
Notion
Firecrawl
Google Docs
Marketing
Snowflake Data Analyst

A data analyst for your Snowflake warehouse. It explores tables, answers questions with SQL, and documents what it learns along the way.

Tools
Notion
Snowflake
Engineering
Customer Onboarding Agent

An onboarding agent for new customers. It sets up their checklist, schedules a kickoff call, and sends a welcome email with everything they need to get started.

Tools
Calendly
Monday
Gmail
Ops
Sales Prospecting Agent

A proactive sales agent that helps with prospecting and outreach. It researches target accounts, finds the right contacts, drafts personalized emails, and books meetings.

Tools
Apollo
Hubspot
Gmail
Sales
Lead Enrichment Agent

An agent that enriches lead lists. Give it a spreadsheet of contacts and it fills in company data, verifies emails, and scores each lead against your ideal customer profile.

Tools
Apollo
Fullenrich
Google Sheets
Sales
Data Cleanup Agent

A cleanup agent for messy spreadsheets. Give it a Google Sheet and it deduplicates rows, standardizes formats, and fills in missing info where it can.

Tools
Google Sheets
PostgreSQL
Engineering
BigQuery Data Analyst

A data analyst for your BigQuery warehouse. Ask it any business question and it writes the SQL, runs the query, and explains what the data means in plain language.

Tools
BigQuery
Google Cloud Storage
OpenAI
Engineering
Report Generator

A report writer connected to your data warehouse. Ask a business question and it produces a polished report with tables, takeaways, and the raw data to dig deeper.

Tools
Google Sheets
Notion
Engineering
CRM Pipeline Reporter

A reporting agent that summarizes your Salesforce pipeline. It pulls deal data, breaks it down by stage and owner, and puts together a clean weekly report.

Tools
Salesforce
Google Sheets
Sales
Internal Knowledge Agent

An internal knowledge agent. Ask it any question and it searches your company docs and wikis to find the answer. Always cites where it found the info.

Tools
Google Drive
Notion
Ops
Competitor Research Agent

A research agent that digs into any competitor. Give it a company name or website and it comes back with their pricing, features, recent news, and how they stack up.

Tools
Firecrawl
Web Search
Google Docs
Gmail
Marketing
Inbox Manager

An email manager. It goes through your inbox, sorts what's urgent from what's not, drafts replies for the routine stuff, and flags what actually needs you.

Tools
Gmail
Microsoft Outlook
Google Calendar
Ops
Spreadsheet Analyst

An analyst for your Google Sheets data. Give it a spreadsheet and ask questions — it finds patterns, creates summaries, and writes up its findings.

Tools
Google Sheets
Google Docs
Anthropic
Engineering
Cold Outreach Writer

A cold email writer that does its homework first. Give it a prospect and it researches their company, finds relevant talking points, and drafts a personalized email ready to review.

Tools
Apollo
Web Search
OpenAI
Sales
Market Research Agent

A market research agent. Give it an industry or category and it maps out the market — size, key players, trends, and recent developments.

Tools
Firecrawl
Web Search
Google Docs
Gmail
Marketing
Help Docs Writer

A documentation writer. Give it a topic and it researches best practices, checks your existing docs for gaps, and drafts a clear help article.

Tools
Firecrawl
Notion
Web Search
Intercom
Ops
Customer Lookup Agent

A customer lookup agent. Give it a name and it pulls together everything — account info, open tickets, recent activity — into one quick summary.

Tools
Salesforce
Zendesk
Sales
Blog Post Writer

A blog writer that does its own research. Give it a topic and it comes back with a polished draft, complete with supporting data and SEO-friendly titles.

Tools
Notion
Firecrawl
Jet Email
Web Search
Marketing
Recruiting Sourcer

A recruiting sourcer. Give it a job description and it finds matching candidates, scores them against the role, and logs the best profiles for your team to review.

Tools
Firecrawl
Ops
Support Inbox Agent

A support agent that handles incoming tickets. It reads each one, finds the right answer from your knowledge base, and drafts a response. Escalates anything it can't handle.

Tools
Zendesk
Notion
Ops
SEO Audit Agent

An SEO auditor. Give it a website URL and it crawls the pages, identifies issues, and produces an actionable report with what to fix first.

Tools
Firecrawl
Google Sheets
Web Search
Marketing
PostgreSQL Query Agent

A query agent for your PostgreSQL database. Ask questions in plain English and it writes safe read-only SQL, runs it, and explains the results.

Tools
PostgreSQL
Google Sheets
Engineering
Issue Tracker Agent

A triage agent for GitHub issues. It categorizes new issues, finds related ones, and sends you a daily digest of what needs attention.

Tools
GitHub
Gmail
Web Search
Ops
Sales Lead Responder

Responds to new leads instantly, identifies existing vs new customers, researches them, and sends the right outreach email.

Tools
Salesforce
Gmail
Customer Support Agent

Automatically triages support tickets, resolves simple issues, routes to specialists, or escalates complex cases.

Tools
Intercom
Gmail
Stripe
Sales Manager Assistant

Preps sales managers with CRM insights,BANT summaries, and tailored recommendations before customer calls.

Tools
Attio
Google Calendar
Gmail
Project Management Agent

Turns meeting and chat transcripts into tasks — extracting action items, assigning owners, and syncing to PM tools.

Tools
Asana
Google Calendar
Zoom
Slack
Recruitment Agent

Parses and scores resumes against roles to surface top candidates and speed up hiring decisions.

Tools
Gmail
Google Calendar
Airtable
Jotform
Typeform