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Agent Templates

Explore our curated collection of Agent templates. Each template provides a ready-to-use framework to automate your tasks across 7,000+ apps.

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Lead management

DC

Dr. Calvin Marquardt

Please capture the new lead information from the form submission and send a welcome email.

Automated Lead Capture and Follow-Up

Got it! I'll capture the lead information, add it to the CRM, send a welcome email, and set a follow-up reminder for the team.

Running behavior...

GoogleMailV2CLIAPIGoogleCalendarCLIAPIGoogleSheetsV2CLIAPI

Automated Lead Capture and Follow-Up

Automated Lead Capture and Follow-Up

This agent captures lead information from form submissions and manages follow-up actions automatically.

GoogleMailV2CLIAPIGoogleCalendarCLIAPIGoogleSheetsV2CLIAPI
AP

Alison Powlowski

Please check the latest email from Qwoted and summarize the media opportunities for our team members.

Media Opportunity Matcher by Evan Nison

Sure! I'll review the email from Qwoted, identify the best media opportunities for our team, and send you a summary on Slack.

Running behavior...

SlackCLIAPIGoogleMailV2CLIAPIGoogleSheetsV2CLIAPIGoogleDocsV2CLIAPI

Qwoted Media Opportunity Curator

Media Opportunity Matcher by Evan Nison

This agent identifies and summarizes media opportunities from Qwoted emails for team members.

SlackCLIAPIGoogleMailV2CLIAPIGoogleSheetsV2CLIAPIGoogleDocsV2CLIAPI
AL

Angel Larkin DDS

Qualify my new leads.

ActiveCampaign Lead Enrichment Agent

Sure! I'll research each lead and add key details.

Running action...

ActiveCampaignCLIAPI

Update Contact

ActiveCampaign Lead Enrichment Agent

This agent researches new leads and enriches them with key details.

ActiveCampaignCLIAPI
AK

Angie Kihn IV

Track and record all technology industry press releases every morning.

Lead Gen Research: Product Press Coverage

Got it! I'll search for technology-related press releases from the previous day and log all key details into your spreadsheet each morning.

Running behavior...

GoogleSheetsV2CLIAPI

Track Daily Tech Press Releases

Lead Gen Research: Product Press Coverage

Track companies and brands promoted in online reviews and lists, updated daily.

GoogleSheetsV2CLIAPI
MR

Ms. Rhonda Batz

Track all cannabis businesses quoted in yesterday’s news articles.

Lead Gen Research: Companies Quoted in the Press

Sure! I'll gather the companies and individuals quoted in yesterday’s cannabis news articles and organize them into your Google Sheet.

Running behavior...

GoogleSheetsV2CLIAPI

Track Companies Quoted in News Articles

Lead Gen Research: Companies Quoted in the Press

Track companies quoted in news articles daily.

GoogleSheetsV2CLIAPI
BS

Blanca Schamberger

Track and record all technology industry press releases every morning.

Lead Gen Research: Companies Newswire Tracking

Got it! I'll search for technology-related press releases from the previous day and log all key details into your spreadsheet each morning.

Running behavior...

GoogleSheetsV2CLIAPI

Track Daily Tech Press Releases

Lead Gen Research: Companies Newswire Tracking

Automatically gather and log daily press releases from industry-specific companies.

GoogleSheetsV2CLIAPI
WW

Wilfred Wuckert

Qualify my new leads.

Lead Enrichment Agent

Sure! I'll research each lead and add key details.

Running action...

HubspotCLIAPI

Update Contact

Lead Enrichment Agent

This agent researches new leads and enriches them with key details.

HubSpotCLIAPI

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