Template library

Start from a workflow that already thinks properly

Each template prefills the full canvas — trigger, context, intelligence job, rules, connectors, approval gates, failure handling and governance — so you can study the architecture, then adapt it to your own organisation.

Customer Service

Deployment Ready

Customer Service Email Triage

Classify inbound support mail, draft replies, route escalations and keep a human on the send button.

Type
Event-triggered
Target
ChatGPT
Systems
Gmail, CRM, Slack, Google Sheets
Readiness
100/100

Sales

Deployment Ready

Sales Lead Qualification & Follow-up

Score inbound leads against ICP, enrich them, route to the right rep and draft the first touch.

Type
Event-triggered
Target
Platform-neutral
Systems
CRM, Gmail, Slack, Airtable, API
Readiness
100/100

Leadership

Deployment Ready

Executive Daily Brief

A scheduled morning brief assembling calendar, metrics, inbox signals and decisions needed today.

Type
Scheduled
Target
Claude
Systems
Google Calendar, Google Sheets, Gmail, Slack, Notion
Readiness
98/100

Operations

Deployment Ready

Meeting-to-Actions Workflow

Turn a meeting transcript into owned, dated actions with decisions and open questions separated.

Type
Event-triggered
Target
Taskade
Systems
Google Drive, Google Calendar, Slack, Notion
Readiness
97/100

Human Resources

Deployment Ready

HR Candidate Screening & Scheduling

Screen applications against role criteria, shortlist fairly, and schedule interviews with a human gate.

Type
Event-triggered
Target
Platform-neutral
Systems
Gmail, Google Calendar, Airtable, Google Drive
Readiness
97/100

Communications

Deployment Ready

Media Monitoring & Reputation Alert

Watch mentions, judge severity, and wake the right person only when it genuinely matters.

Type
Conditional monitoring
Target
Claude
Systems
Web, Slack, Google Sheets, API
Readiness
99/100

Finance

Deployment Ready

Invoice / Expense Review & Approval

Extract invoice data, match it to the PO, apply policy, and route to the right approver.

Type
Event-triggered
Target
Platform-neutral
Systems
Gmail, Google Drive, Google Sheets, Slack, Database
Readiness
99/100

Strategy

Deployment Ready

Research Intelligence Digest

A weekly evidence-linked digest of competitor, market and regulatory movement with a 'so what' per item.

Type
Scheduled
Target
Claude
Systems
Web, Google Drive, Notion, Gmail, Slack
Readiness
96/100