Agent Template Library
Browse pre-built AI agent templates across sales, customer service, marketing, operations, and more. Deploy in minutes.
sales
Lead First-Responder Agent
Instantly replies to leads, qualifies them, schedules meetings, and updates your CRM
Key Capabilities:
- • Instant lead response (<5 min)
- • Lead qualification questions
- • Automated meeting scheduling
Integrations:
gmail
hubspot
calendly
finance
Invoice Chaser Agent
Automates invoice follow-ups with polite sequences, payment links, and dispute handling
Key Capabilities:
- • Automated payment reminders
- • Payment link generation
- • Dispute detection and routing
Integrations:
quickbooks
stripe
gmail
customer_service
CS Triage & Tagger Agent
Auto-classifies support tickets, drafts replies, routes by priority, and summarizes issues
Key Capabilities:
- • Automatic ticket categorization
- • Priority assignment (P0-P3)
- • Draft responses from KB
Integrations:
zendesk
operations
Ops Inbox → Sheets/RDBMS Agent
Parses emails and attachments, normalizes data, and appends to Sheets or databases
Key Capabilities:
- • Email and attachment parsing
- • Data extraction (CSV, Excel, PDF)
- • Format normalization
Integrations:
gmail
google_sheets
it
IT Ticket Pre-Triage Agent
Enforces intake checklists, gathers logs, suggests fixes, and routes or closes duplicates
Key Capabilities:
- • Intake checklist enforcement
- • Diagnostic data collection
- • Self-service fix suggestions
Integrations:
jira
hr
HR Pre-Onboarding Concierge
Securely collects documents, validates completeness, opens IT tickets, and sends welcome emails
Key Capabilities:
- • Secure document collection
- • Completeness validation
- • IT ticket creation
Integrations:
docusign
google_drive
jira
operations
Analytics Q&A Copilot
Answers natural-language questions from your data and exports weekly summaries
Key Capabilities:
- • Natural language queries
- • Multi-source data analysis
- • Automated weekly summaries
Integrations:
google_sheets
sales
Follow-Up Sequencer Agent
Multi-modal follow-up sequences (email/SMS/DM) that stop on reply and log to CRM
Key Capabilities:
- • Multi-channel sequences (email/SMS/DM)
- • Context-aware messaging
- • Auto-stop on reply
Integrations:
gmail
twilio
hubspot
customer_service
Knowledge-to-Action Agent
Reads internal docs, drafts runbooks/macros, suggests self-service articles, tracks deflection
Key Capabilities:
- • Documentation analysis
- • Runbook generation
- • Self-service article suggestions
Integrations:
confluence
zendesk
sales
Revenue Ops Cleaner (CRM Hygiene) Agent
Dedupes contacts, fills missing fields, flags stale deals, and provides weekly pipeline briefs
Key Capabilities:
- • Contact deduplication
- • Data enrichment
- • Stale deal detection
Integrations:
hubspot
hr
Shift Planner & Availability Collector
Collects employee availability via SMS/email and generates optimal schedules automatically
Key Capabilities:
- • SMS/email availability collection
- • Natural language parsing
- • Skills-based scheduling
Integrations:
twilio
gmail
google_sheets
it
Ticket Queue Leveling Agent
Intelligently distributes tickets based on tech capacity, skills, and SLA to prevent burnout
Key Capabilities:
- • Real-time workload monitoring
- • Skills-based routing
- • Automatic queue rebalancing
Integrations:
jira
it
Backlog Triage & Bulk Close Agent
Analyzes legacy tickets, recommends bulk close/archive, and cleans up insurmountable backlogs
Key Capabilities:
- • Legacy ticket analysis
- • Bulk close recommendations
- • Stakeholder notifications
Integrations:
jira
customer_service
Customer Onboarding Automation Agent
Automates welcome emails, document delivery, account setup, and first-week check-ins for new customers
Key Capabilities:
- • Automated welcome sequences
- • Document and resource delivery
- • Account setup automation
Integrations:
gmail
hubspot
calendly
sales
Sales Order Processing Agent
Processes orders from emails, PDFs, and calls with custom pricing rules, exceptions, and ERP integration
Key Capabilities:
- • Multi-format order extraction
- • Custom pricing rule engine
- • Exception handling and flagging
Integrations:
gmail
quickbooks
finance
Bookkeeping Automation Agent
Automates expense categorization, receipt matching, bank reconciliation, and monthly close tasks
Key Capabilities:
- • Automatic expense categorization
- • Receipt matching and OCR
- • Bank reconciliation
Integrations:
quickbooks
gmail
operations
Inventory Tracking & Alerts Agent
Tracks inventory levels, sends reorder alerts, reconciles stock counts, and prevents stockouts
Key Capabilities:
- • Real-time inventory tracking
- • Automated reorder alerts
- • Stock reconciliation
Integrations:
google_sheets
hr
Candidate Screening & Hiring Agent
Screens resumes, schedules interviews, sends assessments, and ranks candidates automatically
Key Capabilities:
- • Resume parsing and screening
- • Skills assessment automation
- • Interview scheduling
Integrations:
gmail
calendly
operations
Appointment Scheduling Agent
Automates appointment booking, sends reminders, handles rescheduling, and syncs with calendars
Key Capabilities:
- • Multi-channel booking (email/SMS/web)
- • Real-time availability checking
- • Automated confirmations and reminders
Integrations:
gmail
google_calendar
hr
Employee Performance & Issue Tracker
Tracks employee performance metrics, flags issues early, automates check-ins, and generates performance reports
Key Capabilities:
- • Performance metric tracking
- • Early issue detection
- • Automated check-in surveys
Integrations:
gmail
google_sheets