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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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Ventas

TT

Tabitha Trantow

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.

Ejecutando comportamiento…

SalesforceCLIAPI

Salesforce Contact Enricher

Salesforce Contact Enrichment Agent

This agent enriches new Salesforce contacts with additional company information.

SalesforceCLIAPI
CR

Christy Rath MD

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.

Ejecutando comportamiento…

GoogleSheetsV2CLIAPIGoogleMailV2CLIAPIApp224569CLIAPI

Automated Outreach Email Drafter

Outbound Sales Email Creator

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

GoogleSheetsV2CLIAPIGoogleMailV2CLIAPI
MC

Ms. Chelsea Blick

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.

Ejecutando comportamiento…

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
HC

Hector Crist

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.

Ejecutando comportamiento…

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
DL

Dr. Laurie Kohler-Luettgen

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.

Ejecutando comportamiento…

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.

KW

Kathleen Wehner

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. 📊✨

Ejecutando comportamiento…

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
NV

Norman Vandervort

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.

Ejecutando comportamiento…

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
PA

Phil Adams V

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

Sales Call Analysis Agent (agente de análisis de llamadas de ventas)

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

Ejecutando comportamiento…

ZoomCLIAPIGoogleDocsV2CLIAPIGoogleSheetsV2CLIAPI

Evaluate new sales call

Sales Call Analysis Agent (agente de análisis de llamadas de ventas)

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

ZoomCLIAPIGoogleDocsV2CLIAPIGoogleSheetsV2CLIAPI
PK

Phillip Keebler

Todos los lunes, extrae mis contactos de empresa de HubSpot y programa tareas de seguimiento para cualquiera que no hayamos contactado en los últimos 10 días.

Enterprise Sales Contact Follow-Up Agent (agente de seguimiento de contactos de ventas de empresa)

¡Entendido! Voy a buscar tus contactos, filtrar a aquellos a los que has contactado recientemente, registrar el resto en nuestra tabla de seguimiento y crear tareas en Asana para los tres seguimientos principales.

Ejecutando comportamiento…

TableCLIAPIAsanaCLIAPI

Programación de seguimientos de empresa

Enterprise Sales Contact Follow-Up Agent (agente de seguimiento de contactos de ventas de empresa)

Este agente identifica los contactos de empresa con quienes no has contactado recientemente, los registra en una tabla de seguimiento y crea tareas de seguimiento.

HubSpotCLIAPITableCLIAPIAsanaCLIAPI
TM

Tommie Mertz

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.

Ejecutando comportamiento…

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
CR

Curtis Raynor

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.

Ejecutando comportamiento…

FirefliesCLIAPIGoogleMailV2CLIAPI

Draft Post-Call Email from Fireflies Meeting

Call Follow-Up Email Assistant

Automatically draft follow-up emails based on call transcripts.

FirefliesCLIAPIGoogleMailV2CLIAPI
DF

Dr. Frank Schumm

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.

Ejecutando comportamiento…

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
TB

Tyrone Blick

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.

Ejecutando comportamiento…

SlackCLIAPIGoogleDocsV2CLIAPIGoogleSheetsV2CLIAPI

Auto-Prep Biz Dev Call Briefing

Biz Dev Call Briefer

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

GoogleCalendarCLIAPISlackCLIAPIGoogleDocsV2CLIAPIGoogleSheetsV2CLIAPI
MS

Ms. Sabrina Nitzsche

Draft an email using the profile I am currently viewing.

Outreach Agent

Sure! I'll create that draft.

Ejecutando acción…

GoogleMailV2CLIAPI

Crear borrador

Outreach Agent

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

GoogleMailV2CLIAPI
KO

Kim Orn

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

Correos electrónicos automatizados para clientes futuribles de ventas

¡Claro! Buscaré esa empresa y generaré un correo electrónico de ventas.

Ejecutando herramienta…

Looking up https://zapier.com

Correos electrónicos automatizados para clientes futuribles de ventas

Este agente crea correos electrónicos de ventas personalizados extrayendo automáticamente información de una página web.

GoogleMailV2CLIAPI

Lead Background Research

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

Ejecutando comportamiento…

GoogleMailV2CLIAPI

Smart Company Insights & Suggestions

Lead Background Research

Ejecutando acción…

GoogleMailV2CLIAPI

Crear borrador

Lead Background Research

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

GoogleMailV2CLIAPI
MH

Marilyn Hettinger

Generate outreach emails using leads from the spreadsheet I added.

Sales Email Creator

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

Ejecutando comportamiento…

GoogleMailV2CLIAPI

Lead Outreach Email Automation

Sales Email Creator

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

GoogleSheetsV2CLIAPIGoogleMailV2CLIAPI

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