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Templates are pre-built agents you can activate in minutes. Each one comes with a goal, instructions, and the right connectors already selected — you just authenticate and go.

Browse Templates

Open the template gallery in the platform

How to use a template

1

Pick a template

Browse the gallery and click on one that fits your use case.
2

Connect your accounts

Each template lists the services it needs. Click to authenticate — most use one-click OAuth.
3

Review the instructions

The agent comes with a pre-written prompt. Edit it if you want to customize the behavior (optional).
4

Run it

Most templates are set up to run on a schedule automatically. You can also start a conversation with your agent at any time.

Available templates

Sales

Identify Leads from Competitor Site

Scrape competitor case studies and extract a list of potential leads into a Google Sheet.

Extract Conference Attendees

Research an upcoming conference and pull attendee names, titles, and companies into a spreadsheet.

New Role Detection

Find people who recently started new roles matching your criteria, enriched with contact info — delivered to your inbox weekly.

Identify Leads from Job Postings

Use hiring activity as a buying signal — find companies hiring for roles your product serves and get the right contact at each one.

Prep for Meetings

Get a briefing email before every meeting with an external contact, pulling from your CRM and email history.

Personalize Apollo Sequences

Research your prospects and draft hyper-personalized outreach messages for your Apollo sequences.

Recruiting

Find Jobs to Apply To

Monitor job boards weekly for roles matching your criteria and get a curated list delivered to your inbox.

Marketing

LinkedIn Post Idea Generator

Synthesize insights from customer calls and internal meetings into fresh LinkedIn post ideas — sent to Slack every week.

Development

Release Notes Generator

Automatically generate release notes by correlating GitHub activity with Linear issues.

Create Issues from Meeting Recordings

Monitor meeting recordings for feature requests and bug reports, and create structured issues in Linear automatically.

Productivity

Sync Two Gmail Calendars

Keep two Google Calendar accounts in sync — ideal for managing work and personal calendars together.
Don’t see what you need? You can build a custom agent from scratch or request a new template from within the platform.