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Meetings
Edmond Abbott
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...
Automated Lead Capture and Follow-Up
This agent captures lead information from form submissions and manages follow-up actions automatically.
Hannah Ryan
After my call with the customer, please summarize the call and create a PRD for any feature requests they mentioned.
Customer Call Summary and PRD Generator
Sure! I'll summarize the call and create a PRD document for any feature requests. You'll receive the link on Slack shortly.
Running behavior...
Customer Call Summary and PRD Generator
This agent summarizes customer calls and generates PRD documents for feature requests.
Glenda Cremin
I saved a message from Jordan (L1) about a project update. Can you turn that into a 1:1 talking point?
Slack 1:1 Talking Point Generator
Sure thing! I’ll compare Jordan’s example to the L1 level framework and add a concise talking point. You’ll have it ready for your next 1:1.
Running behavior...
Create 1:1 talking point from Slack message
This agent monitors saved Slack messages from a direct report, evaluates them against a career framework, and adds concise talking points to Small Improvements.
Archie Barrows
Prepare the dossier for today's meetings
Sales Prep Agent
Sure! I'll prepare the dossier.
Running action...
Find events
This agent prepares for every meeting with a dossier on attendees.
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