Ops
Commerce Shopper
Find catalog products and prepare a checkout for buyer approval.
Steps: When details come in → Find products and prepare checkout → Send back the shopper result
Start with a ready-made agent. Make the flow yours.
Pick a job, open its wired steps in the builder, and make it yours. Start from any of 128 templates for business, personal, and creator work.
Free to open and edit. Each template starts with its steps wired.
Choose a first job
Lead Qualifier
Sales
Score a lead, explain the next step, and deliver the qualification to CRM.
- TriggerWhen details come in
- ActionAsk Claude
- ActionSend to your CRM
- ResultSend back the qualification
$0.05per lead, paid to you · runs on demand
Competitor Tracker
Marketing
Files a weekly competitive brief every Monday.
- TriggerRuns weekly on Mon at 08:00 UTC
- ActionRead a web page
- ActionAsk Claude
- ResultSend back the intel brief
$0.15per brief, paid to you · runs weekly on Mon at 08:00 UTC
Review Responder
Support
Approve a specific review response, then send it to the team in Slack.
- TriggerWhen details come in
- RuleOnly continue if…
- ActionAsk Claude
- ActionPost to Slack
- ResultSend back the sent response
- ResultSend back the approval required
$0.03per response, paid to you · runs on demand
Invoice Chaser
Personal
Drafts follow-ups for every overdue invoice every Monday.
- TriggerRuns weekly on Mon at 09:00 UTC
- ActionAsk Claude
- ResultSend back the chase list
$0.05per run, paid to you · runs weekly on Mon at 09:00 UTC
Meeting Prep Brief
Personal
A 1-page prep brief for any meeting.
- TriggerWhen details come in
- ActionAsk Claude
- ResultSend back the brief
$0.08per brief, paid to you · runs on demand
Grade Rebuilder
Ops
Turns an agent grade into a ready-to-build Agent Studio spec.
- TriggerWhen details come in
- ActionAsk Claude
- ResultSend back the agent spec
$0.05per spec, paid to you · runs on demand
Find the right flow for your work
Search by job or browse by team. Each template shows its steps, schedule, and an editable suggested price.
Showing 12 of 128 templates.
Legal
Contract Red-Flag Scan
Extract a PDF contract, rank every red flag, and draft the redlines.
Steps: When details come in → Read the PDF → Ask Claude → Send back the redflag report
HR
Resume vs JD Screener
Paste a resume and a job description, get a structured screen with a fit score.
Steps: When details come in → Ask Claude → Send back the screen
Finance
PO Match Gate
Send a PO and its invoice, get a pass / hold verdict before anything gets paid.
Steps: When details come in → Ask Claude → Send back the match result
Legal
Contract Term Extractor
Extract a DOCX agreement into renewal dates, notice windows, and key terms.
Steps: When details come in → Read the Word file → Ask Claude → Send back the contract terms
Legal
NDA Review Desk
Paste your NDA playbook and an inbound NDA, get sign / redline / escalate with clause-by-clause redlines.
Steps: When details come in → Ask Claude → Send back the nda review
Legal
Privacy Policy Gap Check
Paste a privacy policy and the data practices you run, get every gap with a ready-to-add disclosure.
Steps: When details come in → Ask Claude → Send back the privacy gaps
Support
Refund Decision Desk
Pass in your refund policy and a case, get approve / deny / escalate with the reason.
Steps: When details come in → Ask Claude → Send back the refund decision
Finance
Expense Policy Check
Pass an expense and your policy, get approve / flag / reject with the reason.
Steps: When details come in → Ask Claude → Send back the policy verdict
Sales
Call Notes to CRM
Turn call notes into MEDDIC fields, then deliver the record to your CRM webhook.
Steps: When details come in → Ask Claude → Send to your CRM → Send back the crm update
Engineering
PR Diff Digest
Summarize a raw diff and open the reviewer-ready digest as a GitHub issue.
Steps: When details come in → Ask Claude → Open a GitHub issue → Send back the pr digest
Engineering
Dependency Bump Risk
Pass in a dependency bump, get a merge-or-hold risk note.
Steps: When details come in → Ask Claude → Send back the risk note
All 128 template guides, A to ZSetup and workflow details for every template
Need a whole team?
8 company templates staff a working org chart, 29 seats in total, with every role's flow wired.
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Follow-ups, reminders and pipeline moves, wired to your contacts from a complete starter.
CRM workflow starters