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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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販売

KG

Kelley Gusikowski

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.

行動を実行中...

SalesforceCLIAPI

Salesforce Contact Enricher

Salesforce Contact Enrichment Agent

This agent enriches new Salesforce contacts with additional company information.

SalesforceCLIAPI
CA

Carole Abbott

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.

行動を実行中...

GoogleSheetsV2CLIAPIGoogleMailV2CLIAPIApp224569CLIAPI

Automated Outreach Email Drafter

Outbound Sales Email Creator

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

GoogleSheetsV2CLIAPIGoogleMailV2CLIAPI
EM

Elisa Mills

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.

行動を実行中...

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
JK

June Kirlin

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.

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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
TP

Tina Pfannerstill I

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.

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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.

HD

Herbert Douglas

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. 📊✨

行動を実行中...

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
MM

Maria Mertz

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.

行動を実行中...

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
AK

Antonia Kulas

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

営業コール分析エージェント

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

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ZoomCLIAPIGoogleDocsV2CLIAPIGoogleSheetsV2CLIAPI

Evaluate new sales call

営業コール分析エージェント

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

ZoomCLIAPIGoogleDocsV2CLIAPIGoogleSheetsV2CLIAPI
LB

Louise Boyer

毎週月曜、HubSpotから大企業の連絡先を取得し、過去10日以内に連絡していない人用のフォローアップタスクを設定してください。

大企業営業連絡先フォローアップエージェント

了解です!連絡先を取得し、最近連絡した人を除外し、残りを追跡テーブルに記録、そして上位3件をフォローアップするためのAsanaタスクを作成します。

行動を実行中...

TableCLIAPIAsanaCLIAPI

大企業のフォローアップをスケジューリング

大企業営業連絡先フォローアップエージェント

このエージェントは、最近連絡していない大企業の連絡先を特定し、追跡テーブルに記録し、フォローアップタスクを作成します。

HubSpotCLIAPITableCLIAPIAsanaCLIAPI
CB

Christy Blick

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.

行動を実行中...

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
KB

Kristin Bashirian

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.

行動を実行中...

FirefliesCLIAPIGoogleMailV2CLIAPI

Draft Post-Call Email from Fireflies Meeting

Call Follow-Up Email Assistant

Automatically draft follow-up emails based on call transcripts.

FirefliesCLIAPIGoogleMailV2CLIAPI
SK

Sergio Keeling

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.

行動を実行中...

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
DO

Dorothy Osinski

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.

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SlackCLIAPIGoogleDocsV2CLIAPIGoogleSheetsV2CLIAPI

Auto-Prep Biz Dev Call Briefing

Biz Dev Call Briefer

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

GoogleCalendarCLIAPISlackCLIAPIGoogleDocsV2CLIAPIGoogleSheetsV2CLIAPI
MD

Ms. Dana Reichel

Draft an email using the profile I am currently viewing.

Outreach Agent

Sure! I'll create that draft.

アクションを実行中...

GoogleMailV2CLIAPI

ドラフトの作成

Outreach Agent

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

GoogleMailV2CLIAPI
GB

Gerard Bartell

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

自動化された営業見込み客向けEメール

わかりました!その会社を調べて営業メールを作成します。

ツールを実行中...

Looking up https://zapier.com

自動化された営業見込み客向けEメール

このエージェントは、ウェブサイトから情報を自動取得してパーソナライズされた営業メールを作成します。

GoogleMailV2CLIAPI

Lead Background Research

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

行動を実行中...

GoogleMailV2CLIAPI

Smart Company Insights & Suggestions

Lead Background Research

アクションを実行中...

GoogleMailV2CLIAPI

ドラフトの作成

Lead Background Research

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

GoogleMailV2CLIAPI
SW

Sophia Waters DDS

Generate outreach emails using leads from the spreadsheet I added.

Sales Email Creator

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

行動を実行中...

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

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