Templates

Skip the blank page.

Start from a real template.

Every agent and workflow here is the real starting point you get in your workspace: same description, same starter prompts, same steps. Pick one and make it yours.

Browse the library.

Filter by category, or scroll down to the workflows.

AgentWorks with SharePoint, Google Drive, Teams, Slack
How many days of leave do I get, and how do I request them?
Collective agreementHR FAQ

HR Assistant

Answers employees' questions on leave, working time, expenses and benefits from your own agreements and policies, and says when it doesn't know.

AgentWorks with SharePoint, Excel, Teams
Do we offer managed backup for Microsoft 365, and what does it include?
Service cataloguePrice list

Service Catalogue Helper

Tells your teams what you sell, to whom, at what conditions, from your catalogue, so the answer is the same for everyone.

AgentWorks with SharePoint, Word, PDF
Here is the CCTP: list the requirements and tell me which ones we meet.
SpecificationsReferences

Tender Response Writer

Reads a tender's specifications, tells you what you can and cannot comply with from your references, and drafts the technical response section by section.

AgentWorks with Salesforce, HubSpot, Outlook, Google Calendar
Prepare me for tomorrow's meeting with Acme about renewing their contract.
Meeting notesCRM export

Meeting Preparer

Before a meeting, gathers what you know about the participants and the topic from your documents and hands you a one-page brief with the questions to ask.

ProductivityUse template
AgentWorks with Zendesk, Intercom, Gmail
A customer says their export is failing. Draft a reply.
Help docsCustomer message

Customer Support Responder

Drafts empathetic, accurate replies to customer questions grounded in your help docs.

AgentWorks with Zoom, Teams, Word
Summarize this transcript into decisions and action items.
Transcript

Meeting Notes Summarizer

Turns raw meeting transcripts into crisp summaries with decisions and action items.

ProductivityUse template
AgentWorks with GitHub, GitLab, Jira
Review this function for bugs and edge cases.
Pull request diff

Code Reviewer

Reviews diffs for bugs, edge cases, and clarity, with concrete suggested fixes.

EngineeringUse template
AgentWorks with Notion, Google Docs, Word
Write a 700-word post on 'remote onboarding best practices'.
BriefBrand voice

SEO Blog Writer

Drafts well-structured, on-brand blog posts optimized around a target keyword.

MarketingUse template
AgentWorks with Salesforce, HubSpot, Gmail, Outlook
Draft a cold email to a VP of Eng about our agent platform.
AccountThread

Sales Email Drafter

Writes concise, personalized outreach and follow-up emails that get replies.

AgentWorks with Excel, Google Sheets, Snowflake
What does this drop in week-4 retention suggest?
Spreadsheet

Data Analyst

Interprets data, explains trends, and recommends next steps in plain language.

AnalyticsUse template
AgentWorks with Greenhouse, PDF, Word
Screen this resume against our Senior Backend role.
ResumeRole requirements

Recruiting Screener

Screens resumes against a role and drafts structured, unbiased candidate summaries.

Workflows

Multi-step automations you can import as-is and connect to your own triggers.

Run on demandWorks with PDF, SharePoint, Word
Extract the requirements
Find our references and capabilities
Assess compliance

+ 3 more steps

Answer a call for tenders

Turn a tender's specifications into a requirements list, a go / no-go on each, and a first draft of the technical response, checked by a person before anything leaves.

Run on demandWorks with Word, Gmail, Outlook
Write the newsletter
Proofread and fix the tone
Header image

+ 1 more step

Newsletter, ready to send

From raw notes to a proofread newsletter with a header image, delivered to your inbox for a final look.

MarketingUse template
On a scheduleWorks with Slack, Teams, Gmail
Search the week's news
Write the briefing
Deliver to my inbox

Weekly competitive watch

Every Monday morning, search the web for your competitors' news and land a short, sourced briefing in your inbox.

ManagementUse template
When a message arrivesWorks with Slack, Zendesk, Intercom
Classify the message
Draft the reply
Second pass on the tone

+ 1 more step

Draft a reply to an inbound message

A message arrives (from Slack, a form, or any tool that can call a URL); a support agent drafts the reply, a second pass checks the tone, and the draft lands in your inbox ready to send.

Customer SupportUse template
Run on demandWorks with Zoom, Teams, Word, Outlook
Structured report
Follow-up email
Send both to my inbox

Meeting report and follow-up email

Attach the meeting's recording in a chat and mention this workflow, or paste your notes; get a structured report (decisions, actions with owners, open questions) saved as a Word document in your Library, and the follow-up email, in your inbox.

OperationsUse template
Run on demandWorks with Claude, OpenAI, Gemini, Mistral
Analysis (model 1)
Challenge (model 2)
Reconcile

+ 1 more step

Document analysis, checked by a second model

One model analyses a document; a different model looks for what the first got wrong or missed; a final pass reconciles the two. Pick the models in each step's settings.

OperationsUse template
Run on demandWorks with PDF, Word, PowerPoint
Summarize
Extract action items

Summarize a document

Turn a pasted document into a short summary with action items.

OperationsUse template
Run on demandWorks with Zendesk, Jira, Slack
Classify
Draft a reply

Triage an inbound request

Classify an inbound message and draft a first reply for review.

Customer SupportUse template