Agent Templates

Don't start from scratch! Use our templates to quickly create agents for common tasks. Each template is fully customizable to fit your needs.

Using Templates

Go to Agents

Click "Agents" in the sidebar.

Click "Use Template"

Instead of "Create New," select "Browse Templates."

Choose a Template

Browse by category or search for what you need.

Customize

Modify the template to fit your specific requirements.

Test and Deploy

Test the agent, then activate it.

Email Templates

Daily Email Digest

Summarizes your unread emails every morning.

Trigger: Daily at 7:00 AM
Integrations: Gmail
Model: Claude 4 Sonnet

What it does:
- Checks for unread emails from the last 24 hours
- Categorizes by importance
- Creates a summary with key points
- Sends digest to your email

Customizations:

Change the time
Filter specific senders
Adjust summary format
Send to Slack instead

VIP Email Alert

Notifies you immediately when important contacts email you.

Trigger: Event - New email
Integrations: Gmail, Slack
Model: GPT-4o Mini

What it does:
- Monitors for emails from your VIP list
- Sends immediate Slack notification
- Includes email summary

Customizations:

Define your VIP contact list
Choose notification channel
Add auto-response option

Email Auto-Drafts

Creates draft responses for common email types.

Trigger: Event - New email
Integrations: Gmail
Model: Claude 4 Sonnet

What it does:
- Analyzes incoming email
- Identifies if it's a known pattern
- Drafts appropriate response
- Saves as draft for your review

Productivity Templates

Morning Briefing

Get a comprehensive daily overview.

Trigger: Daily at 7:30 AM
Integrations: Gmail, Google Calendar, Notion
Model: Claude 4 Sonnet

What it does:
- Summarizes unread emails
- Lists today's meetings with prep notes
- Shows pending tasks from Notion
- Delivers via email

Meeting Prep Assistant

Gathers information before important meetings.

Trigger: 30 minutes before calendar events
Integrations: Google Calendar, Gmail, Notion
Model: GPT-4o

What it does:
- Detects upcoming meetings with external attendees
- Searches for recent emails with attendees
- Pulls relevant notes from Notion
- Sends briefing document

Weekly Review Generator

Creates end-of-week summaries.

Trigger: Weekly, Friday at 5:00 PM
Integrations: Notion, Google Calendar
Model: GPT-4o

What it does:
- Summarizes completed tasks
- Lists accomplished goals
- Notes upcoming priorities
- Posts to team channel

Development Templates

GitHub PR Summarizer

Summarizes new pull requests for the team.

Trigger: Event - PR opened
Integrations: GitHub, Slack
Model: GPT-4.1

What it does:
- Reads PR description and changes
- Creates a summary
- Assesses complexity
- Posts to engineering channel

Issue Triage

Automatically categorizes and assigns issues.

Trigger: Event - Issue created
Integrations: GitHub, Linear
Model: GPT-4o

What it does:
- Analyzes issue content
- Assigns labels/categories
- Estimates priority
- Assigns to appropriate team member

Code Review Reminder

Nudges reviewers about pending PRs.

Trigger: Daily at 10:00 AM
Integrations: GitHub, Slack
Model: GPT-4o Mini

What it does:
- Lists PRs awaiting review > 24 hours
- Sends reminder to reviewers
- Escalates if > 48 hours

Tracks mentions and conversations.

Trigger: Every 2 hours
Integrations: Twitter/X, Slack
Model: GPT-4o

What it does:
- Searches for brand mentions
- Analyzes sentiment
- Alerts on negative mentions
- Summarizes trends

Content Calendar Reminder

Reminds about upcoming content deadlines.

Trigger: Daily at 9:00 AM
Integrations: Notion, Slack
Model: GPT-4o Mini

What it does:
- Checks content calendar
- Lists items due in next 3 days
- Posts reminders to team

Customer Success Templates

Support Ticket Responder

Provides initial responses to support requests.

Trigger: Event - New Slack message in #support
Integrations: Slack, Notion
Model: Claude 4 Sonnet

What it does:
- Analyzes support request
- Searches knowledge base
- Posts relevant solution
- Creates ticket if unresolved

Customer Health Check

Monitors customer activity and engagement.

Trigger: Weekly, Monday at 8:00 AM
Integrations: HubSpot, Slack
Model: GPT-4o

What it does:
- Reviews customer activity metrics
- Identifies at-risk accounts
- Creates action items
- Alerts customer success team

Personal Templates

News Digest

Curates relevant news for you daily.

Trigger: Daily at 7:00 AM
Integrations: Web Search
Model: Gemini 2.5 Pro

What it does:
- Searches for news on topics you care about
- Filters for quality sources
- Summarizes key stories
- Sends morning digest

Learning Tracker

Helps maintain learning habits.

Trigger: Daily at 8:00 PM
Integrations: Notion
Model: GPT-4o Mini

What it does:
- Checks if learning goal logged
- Sends reminder if not
- Tracks weekly streak
- Suggests tomorrow's topic