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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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Vendas

JC

Jamie Cole-Wiegand DVM

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.

Comportamento em andamento...

SalesforceCLIAPI

Salesforce Contact Enricher

Salesforce Contact Enrichment Agent

This agent enriches new Salesforce contacts with additional company information.

SalesforceCLIAPI
MB

Marie Beahan

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.

Comportamento em andamento...

GoogleSheetsV2CLIAPIGoogleMailV2CLIAPIApp224569CLIAPI

Automated Outreach Email Drafter

Outbound Sales Email Creator

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

GoogleSheetsV2CLIAPIGoogleMailV2CLIAPI
MF

Marjorie Franecki III

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.

Comportamento em andamento...

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
DL

Dave Lind

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.

Comportamento em andamento...

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
CA

Chester Abernathy IV

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.

Comportamento em andamento...

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.

FE

Francis Effertz

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. 📊✨

Comportamento em andamento...

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
BM

Bonnie Murphy

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.

Comportamento em andamento...

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
LV

Lindsey Volkman

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

Sales Call Analysis Agent

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

Comportamento em andamento...

ZoomCLIAPIGoogleDocsV2CLIAPIGoogleSheetsV2CLIAPI

Evaluate new sales call

Sales Call Analysis Agent

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

ZoomCLIAPIGoogleDocsV2CLIAPIGoogleSheetsV2CLIAPI
RR

Rudy Rogahn

Toda segunda-feira, extraia meus contatos de empresa do HubSpot e crie tarefas de acompanhamento para qualquer pessoa que não tenha sido contatada nos últimos 10 dias.

Agente de acompanhamento de contatos de vendas corporativas

Entendi! Vou buscar seus contatos, filtrar aqueles com quem você entrou em contato recentemente, registrar o restante em nossa tabela de acompanhamento e criar tarefas no Asana para os três principais acompanhamentos.

Comportamento em andamento...

TableCLIAPIAsanaCLIAPI

Agende o agendamento de acompanhamentos corporativos

Agente de acompanhamento de contatos de vendas corporativas

Este agente identifica contatos corporativos que não foram contatados recentemente, registra-os em uma tabela de acompanhamento e cria tarefas de acompanhamento.

HubSpotCLIAPITableCLIAPIAsanaCLIAPI
DH

Della Howe

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.

Comportamento em andamento...

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
NT

Nettie Toy

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.

Comportamento em andamento...

FirefliesCLIAPIGoogleMailV2CLIAPI

Draft Post-Call Email from Fireflies Meeting

Call Follow-Up Email Assistant

Automatically draft follow-up emails based on call transcripts.

FirefliesCLIAPIGoogleMailV2CLIAPI
CL

Celia Lindgren

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.

Comportamento em andamento...

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
JR

Jermaine Rolfson

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.

Comportamento em andamento...

SlackCLIAPIGoogleDocsV2CLIAPIGoogleSheetsV2CLIAPI

Auto-Prep Biz Dev Call Briefing

Biz Dev Call Briefer

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

GoogleCalendarCLIAPISlackCLIAPIGoogleDocsV2CLIAPIGoogleSheetsV2CLIAPI
AO

Andrea Orn DVM

Draft an email using the profile I am currently viewing.

Outreach Agent

Sure! I'll create that draft.

Executando ação...

GoogleMailV2CLIAPI

Criar rascunho

Outreach Agent

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

GoogleMailV2CLIAPI
KW

Ken Waelchi MD

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

E-mails automatizados para leads de vendas

Claro! Vou procurar essa empresa e criar um e-mail de vendas.

Executando ferramenta...

Looking up https://zapier.com

E-mails automatizados para leads de vendas

Este agente cria e-mails de vendas personalizados, extraindo informações de um site automaticamente.

GoogleMailV2CLIAPI

Lead Background Research

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

Comportamento em andamento...

GoogleMailV2CLIAPI

Smart Company Insights & Suggestions

Lead Background Research

Executando ação...

GoogleMailV2CLIAPI

Criar rascunho

Lead Background Research

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

GoogleMailV2CLIAPI
EK

Elsie Kozey

Generate outreach emails using leads from the spreadsheet I added.

Sales Email Creator

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

Comportamento em andamento...

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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