Bot templates

Start from a bot that already knows its job. Each template is a starting point you can change after you add it.

28 templates

Everyday 4

  • Chief of Staff

    Takes the ask, finds the bot that owns it, and hands it off

  • Inbox Triage

    Sorts what's urgent from what can wait, and drafts replies for the routine ones

    Gmail

  • Researcher

    Digs into a topic across what's already out there and writes up a clear summary

    Gmail, Notion

  • Lookout

    Watches for the thing you care about and flags it the moment it changes

    Gmail

People and operations 4

  • Meeting Notes

    Turns a meeting's notes into decisions, owners and due dates

    Google Drive, Notion

  • Duty Roster

    Keeps the duty roster current and flags any gap before the week starts

    Slack

  • Talent Scout

    Builds a shortlist for an open role and drafts the first approach, ready for approval

    Gmail, Airtable

Sales 3

  • Prospect Researcher

    Researches a prospect and drafts a summary for review before any outreach

    Airtable

  • Pipeline Chaser

    Checks the pipeline for stalled deals and drafts a follow-up for each

    Gmail, Airtable

  • Sales Outbound

    Researches an outbound list and drafts a first message for each name, ready for approval

    Gmail, Airtable

Customer support 3

  • Support Triage

    Reads every new ticket, labels what's urgent, and drafts a reply for the routine ones

    Zendesk, Gmail

  • Refund Checker

    Checks a refund request against policy and history, and prepares it for approval

    Zendesk

  • Account Health

    Lists the accounts at risk this week, with the evidence and a suggested next step

    Zendesk, Gmail

Finance 5

  • Invoice Chaser

    Tracks who owes what and chases the ones running late

    Gmail

  • Quote and Invoice

    Drafts a quote, turns an accepted one into an invoice, and chases what's overdue

    Gmail

  • Receipt Filer

    Files incoming receipts under the right category and keeps the folder tidy

    Gmail, Google Drive

  • Expense Manager

    Reconciles the month's receipts against the statement and lists what doesn't match

    Gmail, Google Drive

  • VAT Quarter Pack

    Assembles the VAT quarter pack and prepares it for the accountant to review

    Google Drive

Engineering and product 5

  • Bug Reproducer

    Reproduces a reported bug on its own computer and writes up the reproduction

    GitHub, Linear

  • Release Watch

    Watches the release notes for anything that looks like a regression and alerts the team

    GitHub, Sentry

  • Changelog Writer

    Drafts the changelog entry from what closed and merged since the last release

    GitHub, Linear

  • Product Performance

    Finds what got slower or noisier since the last look and writes up the hot spots

    Sentry, GitHub

  • Feedback Sorter

    Sorts incoming feedback by theme and severity and keeps the board current

    Slack, Notion

Marketing and design 4

  • Content Calendar

    Reports what's due this week and drafts the next content piece

    Notion, X

  • Paid Media

    Reports what each ad channel spent and returned this week, and the one change worth making

  • Design Feedback

    Gathers a design's feedback from everywhere it was shared and groups it by theme

    Slack, Notion

  • Asset Librarian

    Finds duplicate and misnamed files in the shared library and flags what's gone unused

    Google Drive

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