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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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Vertrieb

AS

Alison Streich

When I get a new contact in Salesforce, please look up their company information and update it with job title and revenue.

Salesforce Contact Enrichment Agent

Sure! I'll look up the company information for new contacts in Salesforce and update their job title and revenue accordingly.

Verhalten beim Ausführen ...

SalesforceCLIAPI

Salesforce Contact Enricher

Salesforce Contact Enrichment Agent

This agent enriches new Salesforce contacts with additional company information.

SalesforceCLIAPI
JS

Josefina Stamm

Please draft outreach emails for the contacts in my spreadsheet.

Outbound Sales Email Creator

Got it! I'll create personalized outreach emails for each contact based on the information in your spreadsheet.

Verhalten beim Ausführen ...

GoogleSheetsV2CLIAPIGoogleMailV2CLIAPIApp224569CLIAPI

Automated Outreach Email Drafter

Outbound Sales Email Creator

This agent creates personalized outreach emails based on company information from a spreadsheet.

GoogleSheetsV2CLIAPIGoogleMailV2CLIAPI
MB

Marty Becker

Check for new applicant emails for sales roles and categorize them accordingly.

Sales Role Applicant Fit Evaluator

Sure! I'll check for new applicant emails for sales roles and categorize them as 'Good Fit' or 'Not a Fit' based on their qualifications and location.

Verhalten beim Ausführen ...

GoogleMailV2CLIAPIBreezyHRCLIAPI

Sales Role Applicant Evaluator

Sales Role Applicant Fit Evaluator

This agent processes new applicant emails for sales positions and categorizes them based on location and experience.

GoogleMailV2CLIAPI
CK

Cody Kohler

A new lead just came in through the contact form. Can you evaluate it and notify the sales team?

Enterprise Lead Qualification Agent

Sure! I'll evaluate the new lead and notify the sales team if they qualify as a high-value prospect.

Verhalten beim Ausführen ...

SlackCLIAPI

Lead Qualification and Notification Agent

Enterprise Lead Qualification Agent

This agent evaluates new leads from your HubSpot form and alerts the sales team about qualified prospects.

SlackCLIAPI
LH

Lorene Heller

I need to analyze a lead named John Doe from Acme Corp before I email him.

ABM - Research-based Email Personalizer

Got it! I'll conduct a comprehensive analysis of John Doe from Acme Corp and provide you with the insights you need to tailor your email.

Verhalten beim Ausführen ...

Lead Analysis Assistant

ABM - Research-based Email Personalizer

This agent conducts a comprehensive analysis of a contact using publicly available information to tailor email communication.

MR

Mercedes Rolfson

Generate the daily sales pipeline report for me

Sara McNamara's Sales Pipeline Health Monitor

Absolutely! I'll compile the daily sales pipeline report and send it to you shortly. 📊✨

Verhalten beim Ausführen ...

HubSpotCLIAPISlackCLIAPI

Daily Sales Pipeline Report Generator

Sara McNamara's Sales Pipeline Health Monitor

This agent automates the generation of a comprehensive sales pipeline report every weekday at 9:00 AM PT, created by Sara McNamara

HubSpotCLIAPISlackCLIAPI
JC

Joan Crooks

Track AI initiatives for Company X and summarize the findings.

Company Research: AI initiatives tracker

Sure! I'll track AI initiatives for Company X and summarize the findings for you.

Verhalten beim Ausführen ...

TableCLIAPI

Company Research: AI initiatives tracker

Company Research: AI initiatives tracker

This agent monitors and analyzes AI initiatives within companies to provide competitive intelligence.

TableCLIAPI
MC

Mr. Clifton Kirlin

Hey, I just uploaded a new sales call recording link in the sheet. Can you run our evaluation on it?

Verkaufsanrufanalyse Agent

Sure thing! I’ll analyze the transcription based on our framework, and report back in the sheet with metrics and improvement tips.

Verhalten beim Ausführen ...

ZoomCLIAPIGoogleDocsV2CLIAPIGoogleSheetsV2CLIAPI

Evaluate new sales call

Verkaufsanrufanalyse Agent

This agent transcribes sales call recordings and evaluates them using a structured framework.

ZoomCLIAPIGoogleDocsV2CLIAPIGoogleSheetsV2CLIAPI
SB

Shelly Boyle

Jeden Montag rufst du meine Unternehmenskontakte aus HubSpot ab und richtest Folge-Aufgaben für alle ein, die in den letzten 10 Tagen nicht kontaktiert wurden.

Unternehmensvertriebskontakt, Agent zur Nachverfolgung

Verstanden! Ich rufe deine Kontakte ab, filtere diejenigen heraus, die du kürzlich kontaktiert hast, protokolliere den Rest in unserer Tracking-Tabelle und erstelle Asana-Aufgaben für die Top-3 Nachverfolgungen.

Verhalten beim Ausführen ...

TableCLIAPIAsanaCLIAPI

Unternehmensnachverfolgungen planen

Unternehmensvertriebskontakt, Agent zur Nachverfolgung

Dieser Agent identifiziert Unternehmenskontakte, die in letzter Zeit nicht kontaktiert wurden, protokolliert sie in einer Tracking-Tabelle und erstellt Folgeaufgaben.

HubSpotCLIAPITableCLIAPIAsanaCLIAPI
VR

Virgil Rice

When a client asks for a proposal on a call, update the CRM, tell the team on Slack, and log the lead.

Call Follow-Up: Add Proposal Requests to CRM and Send FYI on Slack

Absolutely! I’ll update the CRM, notify the team in Slack, and add a new entry to your Leads Tracking sheet whenever a proposal request is detected.

Verhalten beim Ausführen ...

SlackCLIAPIRelatableCLIAPIFirefliesCLIAPIGoogleSheetsV2CLIAPI

Proposal Request Automation

Call Follow-Up: Add Proposal Requests to CRM and Send FYI on Slack

Automatically update CRM, notify the team, and track leads when a proposal is requested after a meeting.

SlackCLIAPIRelatableCLIAPIFirefliesCLIAPIGoogleSheetsV2CLIAPI
HW

Homer Wisozk MD

Write a follow-up email whenever a new intake meeting is logged in Fireflies.ai.

Call Follow-Up Email Assistant

Got it! I’ll draft a follow-up email whenever a new intake call is transcribed and save it to your Gmail drafts, tailored to your agency’s services and tone.

Verhalten beim Ausführen ...

FirefliesCLIAPIGoogleMailV2CLIAPI

Draft Post-Call Email from Fireflies Meeting

Call Follow-Up Email Assistant

Automatically draft follow-up emails based on call transcripts.

FirefliesCLIAPIGoogleMailV2CLIAPI
DE

Dr. Erik Wunsch

Qualify new leads and prepare an outreach email.

Smart Lead Qualifier and Outreach Automator

Sure, I'll qualify the new leads and prepare an outreach email.

Verhalten beim Ausführen ...

ClearbitCLIAPISlackCLIAPIGoogleMailV2CLIAPI

Lead Qualification and Outreach

Smart Lead Qualifier and Outreach Automator

Automate your lead qualification and outreach process to efficiently manage and engage high-quality leads.

SlackCLIAPIGoogleMailV2CLIAPIClearbitCLIAPI
BM

Brett McCullough

Whenever a new intake call is scheduled, prep a doc and share it with the sales team in Slack.

Biz Dev Call Briefer

Absolutely! I’ll generate a call prep doc, post it in #bizdev, and log the meeting in your tracking sheet every time a new intake meeting gets scheduled.

Verhalten beim Ausführen ...

SlackCLIAPIGoogleDocsV2CLIAPIGoogleSheetsV2CLIAPI

Auto-Prep Biz Dev Call Briefing

Biz Dev Call Briefer

Automatically prepare sales team briefings when new business development calls are scheduled.

GoogleCalendarCLIAPISlackCLIAPIGoogleDocsV2CLIAPIGoogleSheetsV2CLIAPI
VL

Victoria Lubowitz

Draft an email using the profile I am currently viewing.

Outreach Agent

Sure! I'll create that draft.

Aktion wird ausgeführt ...

GoogleMailV2CLIAPI

Entwurf erstellen

Outreach Agent

This agent studies individual profiles to write personalized sales emails that perform.

GoogleMailV2CLIAPI
DE

Dr. Enrique Thiel

Generate a sales email for https://zapier.com/.

Automatisierte Vertriebs-Lead-E-Mails

Klar! Ich sehe mir die Firma an und schreibe eine Vertriebs-E-Mail.

Tool wird ausgeführt ...

Looking up https://zapier.com

Automatisierte Vertriebs-Lead-E-Mails

Dieser Agent erstellt personalisierte Vertriebs-E-Mails durch automatisches Abrufen von Informationen von einer Website.

GoogleMailV2CLIAPI

Lead Background Research

A new email has come in. I will run the appropriate behavior.

Verhalten beim Ausführen ...

GoogleMailV2CLIAPI

Smart Company Insights & Suggestions

Lead Background Research

Aktion wird ausgeführt ...

GoogleMailV2CLIAPI

Entwurf erstellen

Lead Background Research

This agent researches your new users or sales leads and drafts personalized greetings

GoogleMailV2CLIAPI
LC

Lisa Cummings

Generate outreach emails using leads from the spreadsheet I added.

Sales Email Creator

Sure! I'll generate outreach emails for each of those leads.

Verhalten beim Ausführen ...

GoogleMailV2CLIAPI

Lead Outreach Email Automation

Sales Email Creator

This agent creates personalized sales emails by reading lead data from spreadsheets.

GoogleSheetsV2CLIAPIGoogleMailV2CLIAPI

Agents works with all 7,000+ apps available on Zapier. See all apps.

An experimental AI workspace where you can teach agents to work across 7,000+ apps.

Over a decade ago, Zapier launched with a simple idea that computers should do more work for you.

Today, over 2.2 million businesses use Zapier to automate 2 billion tasks every month.

Agents puts you in the driver's seat to automate even more work with the help of your friendly AI agents.

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