Runs daily
Account researcher
Finds and scores accounts that match your ideal customer profile.
Sales · Mid-market
Templates
Start from an agent that already works
Proven agents for every team. Pick one, connect your apps, and adjust it in plain language.
- Approval required
Outreach drafter
Writes a personal first email for every qualified lead.
Sales
- Before each meeting
Meeting prep
Sends a one-page brief before every call on your calendar.
Sales
- Always on
CRM keeper
Logs activity and next steps to the right deal and contact.
Sales
- Real time
Deal alerts
Flags stalled deals and buying signals in your team channel.
Sales
- On request
Proposal writer
Drafts proposals from the deal record and your templates.
Sales
- On request
Audience researcher
Turns interviews, reviews, and calls into insights you can use.
Marketing
- Review required
Content drafter
Drafts long-form content in your brand voice, with sources.
Marketing
- Per campaign
Social writer
Adapts each piece for LinkedIn, X, and your newsletter.
Marketing
- Daily
Competitor watch
Tracks competitor launches, pricing, and messaging changes.
Marketing
- Weekly
Campaign reporter
Summarises results across channels every week.
Marketing
- Real time
Lead enricher
Adds company and role data to every new signup.
Marketing
- Always on
Ticket resolver
Answers routine questions from your help center and order data.
Support · Mid-market
- Real time
Triage
Tags, prioritises, and routes every new ticket.
Support
- Approval required
Refund assistant
Prepares refunds and credits for one-click approval.
Support
- Weekly
Docs keeper
Spots repeated questions and drafts help center updates.
Support
- Daily
Quality reviewer
Samples resolved tickets and scores tone and accuracy.
Support
- Real time
Escalation alerts
Pings the team when a VIP or angry customer writes in.
Support
- Always on
Intake processor
Reads forms and documents and files the data where it belongs.
Operations
- Real time
Approval chaser
Routes requests for sign-off and follows up until they're done.
Operations · Mid-market
- Hourly
Record sync
Keeps records consistent across your tools and flags conflicts.
Operations
- On request
Scheduler
Finds times that work and books meetings and follow-ups.
Operations
- Weekly
Ops reporter
Summarises volumes, delays, and bottlenecks every week.
Operations
- Monthly
Process documenter
Turns how work actually gets done into up-to-date runbooks.
Operations
- Daily
Invoice matcher
Matches invoices to POs and receipts and flags exceptions.
Finance · Mid-market
- Weekly
Receipt chaser
Follows up politely for missing receipts and documents.
Finance
- Approval required
Payment runner
Prepares payment runs for one-click approval.
Finance
- Daily
Reconciler
Reconciles payments against bank and ledger records.
Finance
- Monthly
Close reporter
Drafts month-end variance reports with sources.
Finance
- Real time
Spend watch
Flags unusual spend, duplicate charges, and renewals.
Finance
- Real time
Applicant screener
Scores applications against the role and explains why.
HR & Recruiting
- On request
Interview scheduler
Books interviews across calendars and sends reminders.
HR & Recruiting
- Approval required
Offer drafter
Prepares offer letters from approved templates.
HR & Recruiting
- Per new hire
Onboarding guide
Runs onboarding checklists and answers new-hire questions.
HR & Recruiting
- Always on
Policy assistant
Answers HR policy questions with links to the source.
HR & Recruiting · Mid-market
- Weekly
Hiring reporter
Summarises pipeline, time to hire, and bottlenecks.
HR & Recruiting
- Real time
Issue triager
Labels, deduplicates, and routes new issues.
Engineering
- On each PR
PR summariser
Writes a clear summary and risk notes for every pull request.
Engineering
- Review required
Docs updater
Opens pull requests to keep docs in line with the code.
Engineering
- Always on
Codebase guide
Answers questions about the code with links to the source.
Engineering
- During incidents
Incident scribe
Builds incident timelines and drafts the postmortem.
Engineering
- Per release
Release notes
Turns merged pull requests into readable release notes.
Engineering
- Daily
Lead researcher
Finds and scores accounts that look like your best customers.
Startups
- Always on
Support desk
Answers customer questions from your docs, around the clock.
Startups
- Monthly
Investor update
Drafts your monthly update from your metrics and notes.
Startups
- Daily
Bookkeeper
Categorises transactions and chases missing receipts.
Startups
- Real time
Hiring assistant
Screens applicants and schedules interviews.
Startups
- Weekly
Metrics digest
Sends a short weekly summary of the numbers that matter.
Startups
- Weekly
Team reporter
Sends each team lead a weekly summary of results.
Mid-market
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