Templates
Workflow Templates
Production-ready agentic workflows you can open, adapt, and run — each one wired to the managed connectors your team already uses.
AI-Powered Blog-to-LinkedIn Post Creator with Human Approval
Automatically transform blog posts and website articles into engaging LinkedIn content using AI, with human review before publishing.
+2New Hire Onboarding Kickoff
Gives every new hire an organised first week from day one. Each morning the workflow picks up anyone marked as hired in Workable, builds a role-specific plan and intro meetings, the hiring manager…
Candidate Screening Assistant
Screens every applicant from your Google Forms application form each morning, so recruiters review a ranked shortlist instead of every application. Each applicant is scored against the job…
AI-Powered Lead Validation, Enrichment & Customer Inquiry Routing
Automatically validate, enrich, and route customer inquiries submitted through your company’s website form without manually reviewing every submission. When a potential customer submits a form, the…
AI-Powered Email Tracking and Priority Management
Automatically monitor incoming emails and use AI to extract key details, summarize email content, and categorize messages based on their purpose, such as customer inquiries, task updates, meeting…
+2Account Research Brief
Gives a sales rep a one-page brief on a company before a call: what they do, recent news, your history with them, and what to talk about. The brief is emailed to the rep and saved as a note on the…
+1Email Inbox Triage
Sorts every new email in a shared inbox, sends it to the right place, and prepares a reply for a person to check. Sales leads land in HubSpot, support requests become Linear issues, billing emails go…
+1Weekly Pipeline Health Report
Every Monday morning, this workflow reviews all open HubSpot deals, scores their health, and makes sure the right people act on the ones that are slipping. Reps get a HubSpot task and an email for…
Overdue Invoice Follow-up
Every weekday morning, this workflow finds unpaid QuickBooks invoices that are past their due date, writes a polite payment reminder for each customer, and sends them from Gmail only after a person…
+1Competitor-Pricing-Change-Outreach
Keeps your team up to date on what competitors charge and offer, without anyone doing the research by hand. Every weekday morning (or on demand) an agent researches 4 to 5 competitors' pricing…
+4LinkedIn Automation
Turn market signals into a polished, on-brand LinkedIn post — without spending your morning researching and writing. This workflow runs a small team of AI agents that scan recent industry trends…
Customer Feedback Triage
Sends every piece of customer feedback to the right place automatically. Each message is classified as a bug, a feature request or praise, with a severity and a short summary that has personal data…
AI SDR Pipeline Builder
Turns every new lead into a personalised first-touch email, with a sales rep approving before it is sent. An orchestrator agent sends one sub-agent to research recent news and signals about the…
Invoice Exception Triage
Catches problem invoices before they are paid. Each incoming invoice is checked by an AI for accounts-payable exceptions such as a missing PO, an amount mismatch, a possible duplicate or an…
+3Incident War-Room Orchestrator
Turns an incoming alert into an organised incident response, with an engineer in control. When an alert arrives, an AI gathers context from Datadog and assesses the likely cause, blast radius and…
+1Morning Standup Digest
Start every workday with an automatic status update, with no manual check-ins. Each weekday morning this workflow pulls your team's open and in-progress Linear issues, turns them into a short…
16 templates