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Agents

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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Google Sheets

KH

Kristi Harris

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.

Running behavior...

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
YB

Yvonne Braun

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.

Running behavior...

SlackCLIAPIGoogleDocsV2CLIAPIGoogleSheetsV2CLIAPI

Auto-Prep Biz Dev Call Briefing

Biz Dev Call Briefer

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

GoogleCalendarCLIAPISlackCLIAPIGoogleDocsV2CLIAPIGoogleSheetsV2CLIAPI
FS

Freda Stamm

Track all cannabis businesses quoted in yesterday’s news articles.

Lead Gen Research: Companies Quoted in the Press

Sure! I'll gather the companies and individuals quoted in yesterday’s cannabis news articles and organize them into your Google Sheet.

Running behavior...

GoogleSheetsV2CLIAPI

Track Companies Quoted in News Articles

Lead Gen Research: Companies Quoted in the Press

Track companies quoted in news articles daily.

GoogleSheetsV2CLIAPI
KM

Kay Murazik

Track and record all technology industry press releases every morning.

Lead Gen Research: Companies Newswire Tracking

Got it! I'll search for technology-related press releases from the previous day and log all key details into your spreadsheet each morning.

Running behavior...

GoogleSheetsV2CLIAPI

Track Daily Tech Press Releases

Lead Gen Research: Companies Newswire Tracking

Automatically gather and log daily press releases from industry-specific companies.

GoogleSheetsV2CLIAPI
MO

Mr. Oscar Rohan

Track and record all technology industry press releases every morning.

Lead Gen Research: Product Press Coverage

Got it! I'll search for technology-related press releases from the previous day and log all key details into your spreadsheet each morning.

Running behavior...

GoogleSheetsV2CLIAPI

Track Daily Tech Press Releases

Lead Gen Research: Product Press Coverage

Track companies and brands promoted in online reviews and lists, updated daily.

GoogleSheetsV2CLIAPI
MH

Mary Herzog

Add and categorize this expense: Office supplies purchase from Staples, pens and notebooks, $45.20.

New Expense Classifier

Sure! I'll add and categorize that expense.

Running behavior...

TableCLIAPI

Classify new expense

New Expense Classifier

This agent automatically organizes and categorizes expense data.

TableCLIAPIGoogleSheetsV2CLIAPI
DT

Donnie Torphy

Generate outreach emails using leads from the spreadsheet I added.

Sales Email Creator

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

Running behavior...

GoogleMailV2CLIAPI

Lead Outreach Email Automation

Sales Email Creator

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

GoogleSheetsV2CLIAPIGoogleMailV2CLIAPI
JK

Joyce Kunze

Populate the responses for the Typeform with ID ltf7Qwjm

Typeform to Google Sheets Populator

Sure! I'll populate the responses for that form.

Running action...

TypeformCLIAPI

Lookup Responses

Typeform to Google Sheets Populator

This agent populates a Google Sheet with responses collected from Typeform.

TypeformCLIAPIGoogleSheetsV2CLIAPI
EC

Eva Casper

Score the candidate I just uploaded.

Candidate Ranking System

Sure! I'll score the candidate with the resume you uploaded.

Analyzing data...

Candidate Resume

Candidate Ranking System

This agent ranks candidate resumes based on various factors like qualifications, skills, etc.

GoogleSheetsV2CLIAPI

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