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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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Ventes

WW

Wallace Walter

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.

Comportement en cours d'exécution...

SalesforceCLIAPI

Salesforce Contact Enricher

Salesforce Contact Enrichment Agent

This agent enriches new Salesforce contacts with additional company information.

SalesforceCLIAPI
AO

Alejandro Oberbrunner

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.

Comportement en cours d'exécution...

GoogleSheetsV2CLIAPIGoogleMailV2CLIAPIApp224569CLIAPI

Automated Outreach Email Drafter

Outbound Sales Email Creator

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

GoogleSheetsV2CLIAPIGoogleMailV2CLIAPI
EK

Emanuel Kshlerin

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.

Comportement en cours d'exécution...

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
DF

Dave Fadel

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.

Comportement en cours d'exécution...

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
HS

Holly Schroeder

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.

Comportement en cours d'exécution...

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.

RP

Rex Prohaska

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. 📊✨

Comportement en cours d'exécution...

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
ER

Elsie Rowe

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.

Comportement en cours d'exécution...

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
MW

Mario Wehner

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

l'Agent d'analyse des appels commerciaux

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

Comportement en cours d'exécution...

ZoomCLIAPIGoogleDocsV2CLIAPIGoogleSheetsV2CLIAPI

Evaluate new sales call

l'Agent d'analyse des appels commerciaux

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

ZoomCLIAPIGoogleDocsV2CLIAPIGoogleSheetsV2CLIAPI
DB

Denise Beatty

Chaque lundi, récupère mes contacts professionnels dans HubSpot et définis des tâches de suivi pour toutes les personnes qui n'ont pas été contactées au cours des 10 derniers jours.

Agent de suivi des contacts commerciaux

D'accord ! Je vais récupérer vos contacts, filtrer ceux que vous avez récemment contactés, enregistrer les autres dans notre tableau de suivi et créer des tâches Asana pour les trois principales actions de suivi.

Comportement en cours d'exécution...

TableCLIAPIAsanaCLIAPI

Planifier les tâches de suivi

Agent de suivi des contacts commerciaux

Cet agent identifie les contacts professionnels qui n'ont pas été contactés récemment, les enregistre dans un tableau de suivi et crée des tâches de suivi.

HubSpotCLIAPITableCLIAPIAsanaCLIAPI
PS

Phyllis Shields

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.

Comportement en cours d'exécution...

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
VH

Vernon Heathcote

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.

Comportement en cours d'exécution...

FirefliesCLIAPIGoogleMailV2CLIAPI

Draft Post-Call Email from Fireflies Meeting

Call Follow-Up Email Assistant

Automatically draft follow-up emails based on call transcripts.

FirefliesCLIAPIGoogleMailV2CLIAPI
DJ

Dana Jacobs

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.

Comportement en cours d'exécution...

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
BB

Brenda Bahringer DVM

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.

Comportement en cours d'exécution...

SlackCLIAPIGoogleDocsV2CLIAPIGoogleSheetsV2CLIAPI

Auto-Prep Biz Dev Call Briefing

Biz Dev Call Briefer

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

GoogleCalendarCLIAPISlackCLIAPIGoogleDocsV2CLIAPIGoogleSheetsV2CLIAPI
SH

Santos Hansen I

Draft an email using the profile I am currently viewing.

Outreach Agent

Sure! I'll create that draft.

Action en cours...

GoogleMailV2CLIAPI

Créer un brouillon

Outreach Agent

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

GoogleMailV2CLIAPI
KS

Kathleen Senger

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

E-mails de prospection commerciale automatisés

Bien sûr ! Je vais me renseigner sur cette entreprise et rédiger un e-mail commercial.

Outil en cours d'exécution...

Looking up https://zapier.com

E-mails de prospection commerciale automatisés

Cet agent crée des e-mails commerciaux personnalisés en extrayant automatiquement des informations d'un site web.

GoogleMailV2CLIAPI

Lead Background Research

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

Comportement en cours d'exécution...

GoogleMailV2CLIAPI

Smart Company Insights & Suggestions

Lead Background Research

Action en cours...

GoogleMailV2CLIAPI

Créer un brouillon

Lead Background Research

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

GoogleMailV2CLIAPI
WD

Winifred Daniel

Generate outreach emails using leads from the spreadsheet I added.

Sales Email Creator

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

Comportement en cours d'exécution...

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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