Overview

Ready-made agents are agents that WorkLLM has already built for you. You can add one to your workspace in a few clicks and start using it right away. You do not need to write a prompt or plan the steps yourself. Building an agent from scratch takes some thought. You decide what the task is, how it should be done, and which apps and knowledge it needs. Ready-made agents give you a head start. Each one is designed for a common task, so you can get useful results on your first day. This article explains what ready-made agents are, how to add them to your workspace, and how to make them work for your team. Once an agent is in your workspace, you can use it as it is, or edit it to match your own process.

What ready-made agents are

Ready-made agents are agents that WorkLLM has already built for common tasks. Each one comes with a prompt, a set of steps, and the apps it usually needs. You add it to your workspace, complete a few quick setup items, and run it. Think of a ready-made agent as a good starting point. Someone has already planned the task for you. You only need to connect it to your own documents and tools. Here are a few examples of what a ready-made agent can do:

Weekly marketing report. Pulls your website numbers from Google Analytics, summarizes what changed, and writes a short report in your brand style.
Sales follow-up. Looks at recent deals in your CRM and drafts a follow-up email for each one.
Meeting summary. Takes your meeting notes and prepares a summary with action items for your team.

Ready-made agents are made to work for most teams. This means they use popular tools, such as Google Analytics or Salesforce, and they follow a general process. Your team may work a little differently, and that is fine. You can change any step, app, or document after you add the agent.

How to use a ready-made agent

Using a ready-made agent has four parts. You add it, finish the setup, adjust it to your team, and run a test.

Step 1: Add the agent to your workspace

Every ready-made agent has a + Add to your workspace button. When you click it, WorkLLM copies the whole agent into your workspace. This includes the prompt, the steps, and the settings. The copy belongs to your workspace. You can open it, edit it, and share it with your teammates, like any agent you build yourself.

Step 2: Finish the setup

The agent is copied, but it still needs two things from you. It needs your documents and your connected apps. Without them, the agent cannot complete its steps.

Attach the documents it needs

Some steps refer to a document. For example, a step may say “Write the report following my brand guidelines.” The agent cannot see your brand guidelines yet, so you need to provide them. You can do this in two ways:

Attach the document directly to the step.
Attach it from your organization memory, if your team already keeps it there.

Connect the apps it needs

Some steps pull information from an app. For example, a step may say “Get last week’s traffic from Google Analytics.” If Google Analytics is not connected to your workspace, this step will not work. Open each step and check which app it uses. If the app is not connected, connect it first. Then the step can read your data.

Step 3: Adjust the agent to your team

Ready-made agents are built for general use, so you may want to make a few changes. You can edit any step, and you can change any app. Here are two common examples:

You use a different app. A ready-made agent may use Salesforce as the CRM. If your team uses HubSpot, open the step and change the app to HubSpot.
You use a tool that is connected through MCP. If your team keeps customer data in another system that you have connected through MCP, update the step so that it uses that tool.

You can also reword a step, remove a step, or add a new one. Make the agent match the way your team really works.

Step 4: Run a test

After you finish the setup, run the agent once and check the result. Look at each step to see if it used the right document and the right app. If something looks off, edit that step and test again. Once you are happy with the result, the agent is ready for daily use. You can run it whenever you need it, or set it to start on a schedule. Before you run a ready-made agent, check these three things:

Every document that a step needs is attached.
Every app that a step uses is connected.
The steps and apps match the tools your team really uses.

The agents, grouped by use case

Descriptions below are the published website copy in shortened form. Apps are the ones each agent actually uses. Agents marked with a dependency need an app that is not yet in the catalogue, so an equivalent version should ship first.

Marketing

Agent	What it does	Apps
Monthly Social Calendar	Produces a month of posts with captions and image ideas, creates the graphics, schedules after approval	Google Docs, Canva, Buffer, Slack
Content Repurposing	Turns one published post, video or webinar into social posts, an email and short summaries	WordPress, Mailchimp, Buffer, Notion
Client Monthly Performance Report	Collects results from analytics, ads and search, writes the report with insights and next steps, prepares it for approval	Google Analytics, Google Ads, Meta Ads, Google Search Console, Google Docs, Gmail
Ad Budget and Results Alert	Checks daily spend against budget and results, alerts you when money goes too fast or a campaign performs poorly, suggests actions	Google Ads, Meta Ads, Google Sheets, Slack, Asana
Content Approval and Publishing	Publishes approved content to the site, schedules the social posts, records what went live	Asana, WordPress, Buffer, Google Sheets, Slack
Monthly Search Opportunity	Lists pages that almost rank, missing topics and quick fixes, with tasks created for your team	Google Search Console, Google Analytics, Google Docs, Asana
Newsletter and Email Campaign	Gathers your news and products, writes the newsletter, sets it up in your email tool for approval	Mailchimp, Google Docs, Gmail
Competitor and Market Watch	Sends a short weekly briefing on competitor products, prices, announcements and reviews, and what it means for you	Google Docs, Slack, Notion
Content Brief to Draft	Turns a brief or topic into a researched draft in your style, saved in your document app	Notion, Google Docs, Asana, Slack
Email Nurture Sequence	Writes a series of timed emails for the audience you describe and sets them up in your email tool	Mailchimp, HubSpot, Google Docs
Social and Email Results Report	Gathers social and email results weekly, explains what to repeat and what to change	Mailchimp, Buffer, Google Docs, Gmail
Ad and Landing Page Copy	Several ad and landing page versions in your brand voice from one brief	Google Ads, Meta Ads, Google Docs
Campaign Brief	Turns a goal, audience and budget into a campaign or creative brief, with tasks created for the team	Google Docs, Notion, Asana
Brand Guidelines	Turns your logo, colours and examples into guidelines the team can follow, and answers brand questions in chat	Google Docs, Notion, Slack

Sales

Agent	What it does	Apps
Inbound Lead Response	Adds the contact to the CRM, checks fit against your ideal client, replies with a booking link, alerts you	Typeform, HubSpot, Gmail, Calendly, Slack
Proposal Builder	Turns call notes or a recording into a proposal in your format with scope, timeline and pricing, plus a cover email	Fathom, Google Docs, Google Sheets, HubSpot, Gmail
Meeting Notes to Follow-up	Turns a recording into a summary with decisions, actions and owners, drafts the follow-up, creates tasks, updates the record	Fathom, Gmail, Notion, HubSpot, Asana
Prospect Research and Outreach	Researches each prospect and writes a personal first email, saves it to the CRM, ready for review	Google Sheets, LinkedIn, Gmail, HubSpot
Meeting Prep Brief	One short brief before each call with who you are meeting, past emails, open deals, and suggested questions	Google Calendar, HubSpot, Google Docs, Slack
Proposal Follow-up	Follows up after a proposal goes quiet, lets you know when the client still has not replied	HubSpot, Gmail, Slack
Weekly Pipeline Review	Shows the deals that have gone quiet or are at risk, a suggested next step for each, and why deals were won or lost	HubSpot, Google Docs, Slack
Contract and E-signature	Prepares the contract from your template, sends it for signature, chases until signed, files the copy	HubSpot, Google Docs, Boldsign, Gmail, Slack
Cold Lead Re-engagement	Finds contacts that went quiet, writes a fresh message for each, sends after approval, alerts you when someone replies	HubSpot, Gmail, Slack
Client Health Check	Checks emails, tasks, invoices and meetings for every client, flags who has gone quiet, drafts a check-in message	HubSpot, QuickBooks, Asana, Gmail, Google Sheets, Slack
Renewal and Upsell	Reviews how the client has been doing, drafts a renewal or upgrade offer, prepares the email	HubSpot, Google Sheets, Google Docs, Gmail
Case Study Builder	Drafts a case study from project results and feedback, plus the approval email to the client	Google Drive, Google Docs, Notion, Gmail, Slack
Event and Webinar Follow-up	Sends each attendee a personal follow-up and flags the warmest contacts to call first	Google Sheets, Gmail, HubSpot, Slack
LinkedIn Profile Refresh	Rewrites the headline, summary and experience of your profile with clearer wording	LinkedIn, Google Docs

Customer Support

Agent	What it does	Apps
Support Ticket Triage	Sorts new requests by topic and urgency, sends them to the right person with a suggested reply, alerts you when an important customer is waiting	Gmail, Zendesk, Slack, Google Sheets
Customer Reply Drafting	Finds the answer in your help articles and past replies and leaves a draft reply ready to send with one click	Gmail, Notion, Google Drive, Zendesk
Support Escalation Alert	Flags tickets waiting too long or messages that sound frustrated to the right person in chat, with a short summary	Zendesk, Slack, Gmail
Client Request Intake	Sorts requests by type and urgency, turns them into tasks for the right person, acknowledges to the client	Gmail, Typeform, Asana, Slack
Support Ticket to Bug Report	Creates a clear bug report in your tracker with the steps, customer details and impact, and tells the customer it is being looked at	Zendesk, Jira, Slack
Feedback Insights	Groups survey answers and comments into themes each week and turns them into a short action list with owners	Typeform, Google Sheets, Google Docs, Slack
Help Centre Article	Adds clear help articles for the questions customers ask most each week, after your approval	Zendesk, Notion, Gmail
Weekly Support Report	Shows requests received, reply speed, top issues and customer mood each week, with a short list of what to improve	Zendesk, Google Sheets, Google Docs, Slack
Client Knowledge	Answers what was agreed, what was sent or what is outstanding from emails, documents and your CRM	Google Drive, HubSpot, Gmail, Slack
Company Knowledge	Answers questions from your policies, files and past work, with the source shown	Google Drive, Notion, Slack
Client Health Check	Checks emails, tasks, invoices and meetings for every client, flags who has gone quiet, drafts a check-in message	HubSpot, QuickBooks, Asana, Gmail, Google Sheets, Slack
Client Feedback Survey	Sends a short survey after a milestone or project, collects replies, alerts you when someone is unhappy	Typeform, Gmail, Google Sheets, Slack
Incident Communication	Drafts customer and internal updates as the situation develops, sends once you approve	Slack, Gmail, Google Docs
Sensitive Client Reply	Drafts a respectful reply to a complaint or difficult news that you can adjust	Gmail, Google Docs

Product Management

Agent	What it does	Apps
Feedback Insights	Groups survey answers and comments into themes each week and turns them into a short action list with owners	Typeform, Google Sheets, Google Docs, Slack
Support Ticket to Bug Report	Creates a clear bug report in your tracker with the steps, customer details and impact, and tells the customer it is being looked at	Zendesk, Jira, Slack
Product Requirements	Turns a feature description into requirements, user stories and acceptance criteria, with tickets created for your team	Notion, Google Docs, Jira, Slack
Release Notes	Turns completed tickets into customer-friendly release notes in plain language, shared where users will see them	Jira, GitHub, Notion, Slack
Sprint and Standup Summary	Turns updates from your tracker and chat into the standup, sprint review or retrospective summary	Jira, Slack, Google Docs
Roadmap Update	Turns monthly progress into a roadmap update for customers, leadership and your group	Jira, Notion, Slack, Google Docs
OKR Check-in	Asks owners for progress each week, updates your tracker, shows what is on track and what is not	Google Sheets, Slack, Notion
User Research	Prepares interview questions, personas, test scripts and a notes template for the people you want to learn from	Google Docs, Notion, Typeform
Company Knowledge	Answers questions from your policies, files and past work, with the source shown	Google Drive, Notion, Slack
Competitor and Market Watch	Sends a short weekly briefing on competitor products, prices, announcements and reviews, and what it means for you	Google Docs, Slack, Notion

HR

Agent	What it does	Apps
Candidate Screening	Reads and scores each CV against the role, puts results in a shared sheet, drafts replies or interview invitations for approval	Gmail, Typeform, Google Sheets, Slack, Google Calendar
New Hire Onboarding	Sends a welcome message and first-week plan when an offer is accepted, sets up meetings and tasks for the manager, and schedules check-ins in the first weeks	Gmail, Asana, Google Calendar, Slack, Google Drive
Interview Scheduling	Finds times that suit candidate and interviewers, sends invites and reminders, handles reschedules	Gmail, Google Calendar, Calendly, Slack
Interview Notes to Scorecard	Turns your interview notes or recording into a structured summary and recommendation, collected in one shared comparison	Fathom, Google Docs, Google Sheets, Slack
Leave Request	Checks balances and the team calendar, asks the manager to approve, updates calendars and records	Slack, Google Calendar, Google Sheets, Gmail
Employee Offboarding	Creates a handover checklist, reminds owners to remove access and return equipment, files the paperwork	Gmail, Asana, Google Drive, Slack
Employee Pulse Survey	Sends a short monthly check-in survey, summarises replies, highlights anything needing attention	Typeform, Google Sheets, Slack
Performance Review	Sends reminders, collects feedback, gives managers balanced drafts to edit. HR should review sensitive documents before use	Google Sheets, Google Docs, Slack, Gmail
Offer Letter and Contract	Prepares the offer letter or contract from your template, sends for signature after your review	Google Docs, Boldsign, Gmail, Slack
Candidate Outreach	Writes a tailored message for each profile you share, tracks replies	LinkedIn, Gmail, Google Sheets
OKR Check-in	Asks owners for progress each week, updates your tracker, shows what is on track and what is not	Google Sheets, Slack, Notion
Employee Retention Insights	Runs exit and stay conversations, groups themes, shows trends over time	Typeform, Google Sheets, Google Docs, Slack
Candidate Update	Sends a kind, personal update when a candidate’s status changes and keeps your records tidy	Gmail, Google Sheets, Slack
HR Helpdesk	Answers employee questions about leave, benefits and policies in chat from your own HR documents	Slack, Google Drive, Notion
Learning Plan	Turns a role or goal into a learning plan with resources and dates, with progress tracked	Google Docs, Google Calendar, Slack
Job Post and Interview Kit	Turns a role description into the job post, interview questions and a scoring guide	Google Docs, Gmail, Notion
Policy Drafting	Turns what you describe into a clear first version of an HR, finance or privacy policy. A qualified person should review anything legal before use	Google Docs, Notion

Engineering

Agent	What it does	Apps
Code Review Summary	Writes a clear description and a reviewer checklist when a pull request opens, posts it in chat	GitHub, Slack
Release Notes	Turns completed tickets into customer-friendly release notes in plain language, shared where users will see them	Jira, GitHub, Notion, Slack
Support Ticket to Bug Report	Creates a clear bug report in your tracker with the steps, customer details and impact, and tells the customer it is being looked at	Zendesk, Jira, Slack
Incident Report	Collects a timeline from chat and notes, writes the report with causes and next steps, creates follow-up tasks	Slack, Google Docs, Asana, Gmail
Technical Documentation	Updates the README, guides and API notes when changes are merged	GitHub, Notion, Google Docs
Sprint and Standup Summary	Turns updates from your tracker and chat into the standup, sprint review or retrospective summary	Jira, Slack, Google Docs
Technical Spec	Turns an idea into a spec, design notes, test plan and decision record for your engineers to refine	GitHub, Notion, Google Docs
Weekly Project Status Update	Gathers progress from your task app and time tracker, writes what was done, what is next and what needs a decision, sends after approval	Asana, Harvest, Google Docs, Gmail, Slack
Company Knowledge	Answers questions from your policies, files and past work, with the source shown	Google Drive, Notion, Slack
Content Brief to Draft	Turns a brief or topic into a researched draft in your style, saved in your document app	Notion, Google Docs, Asana, Slack
Incident Communication	Drafts customer and internal updates as the situation develops, sends once you approve	Slack, Gmail, Google Docs
Job Post and Interview Kit	Turns a role description into the job post, interview questions and a scoring guide	Google Docs, Gmail, Notion

Operations

Agent	What it does	Apps
Meeting Notes to Follow-up	Turns a recording into a summary with decisions, actions and owners, drafts the follow-up, creates tasks, updates the record	Fathom, Gmail, Notion, HubSpot, Asana
Weekly Project Status Update	Gathers progress from your task app and time tracker, writes what was done, what is next and what needs a decision, sends after approval	Asana, Harvest, Google Docs, Gmail, Slack
Purchase Request Approval	Routes each request to the right approver, records the decision, notifies finance	Slack, Google Sheets, Gmail
SOP Builder	Turns a walkthrough or recording into a step by step guide saved where the team can find it	Google Drive, Google Docs, Notion, Slack
Supplier Quote Request and Comparison	Sends your request to chosen suppliers, collects the replies, lays the quotes out side by side	Gmail, Google Sheets, Google Docs, Slack
Weekly Operations Report	Turns weekly updates into one report with what happened, what is behind and the key numbers	Asana, Google Sheets, Google Docs, Slack
Incident Report	Collects a timeline from chat and notes, writes the report with causes and next steps, creates follow-up tasks	Slack, Google Docs, Asana, Gmail
Scope of Work and Project Plan	Writes the scope of work, builds a plan with tasks, owners and dates, shares it with the client	Google Docs, Asana, Google Calendar, Gmail
Company Knowledge	Answers questions from your policies, files and past work, with the source shown	Google Drive, Notion, Slack
Company Update	Gathers progress from across the business and writes it up as all-hands notes, announcements and leadership updates	Slack, Google Docs, Gmail
Meeting Prep Brief	One short brief before each call with who you are meeting, past emails, open deals, and suggested questions	Google Calendar, HubSpot, Google Docs, Slack
End of Project Review	Compares the plan with time, budget and feedback, with what went well and what to change, saved where your group can find it	Asana, Harvest, Google Docs, Slack
Contract Summary	Key dates, obligations, costs and renewal terms in plain language, with reminders set. A person should review anything legal before it is signed	Google Drive, Google Docs, Gmail
Risk Register	Keeps a living list of project and business risks up to date by asking owners for updates, highlights the biggest ones	Google Sheets, Slack, Google Docs
Learning Plan	Turns a role or goal into a learning plan with resources and dates, with progress tracked	Google Docs, Google Calendar, Slack
Policy Drafting	Turns what you describe into a clear first version of an HR, finance or privacy policy. A qualified person should review anything legal before use	Google Docs, Notion

Leadership

Agent	What it does	Apps
Executive Weekly Business Review	Combines results from finance, sales and delivery tools with the key changes and decisions needed	QuickBooks, HubSpot, Asana, Google Sheets, Slack
Investor Update	Pulls key numbers from your tools into a monthly update with wins, challenges and asks, ready for review	QuickBooks, Stripe, HubSpot, Google Docs, Gmail
Board Pack	Builds the board pack with results and decisions needed before each meeting, writes the follow-up with actions afterwards	Google Docs, Google Sheets, Gmail
Company Update	Gathers progress from across the business and writes it up as all-hands notes, announcements and leadership updates	Slack, Google Docs, Gmail
Weekly Business Snapshot	Sales, cash, invoices and new leads in a one page snapshot every Monday	Stripe, QuickBooks, HubSpot, Google Docs, Gmail
Competitor and Market Watch	Sends a short weekly briefing on competitor products, prices, announcements and reviews, and what it means for you	Google Docs, Slack, Notion
OKR Check-in	Asks owners for progress each week, updates your tracker, shows what is on track and what is not	Google Sheets, Slack, Notion
Company Knowledge	Answers questions from your policies, files and past work, with the source shown	Google Drive, Notion, Slack
Incident Communication	Drafts customer and internal updates as the situation develops, sends once you approve	Slack, Gmail, Google Docs
Candidate Outreach	Writes a tailored message for each profile you share, tracks replies	LinkedIn, Gmail, Google Sheets
Partnership Outreach	Researches the partners you name and drafts a personal outreach message for each one to send	LinkedIn, Gmail, HubSpot
Company Narrative	Turns your story and numbers into a narrative, pitch story and data room documents	Google Docs, Notion
Recognition and Culture	Spots good work shared in chat and drafts recognition messages and culture notes for leaders to send	Slack, Google Docs
Speaking Proposal	Writes conference and podcast pitches in your voice from your topic	Google Docs, Gmail

Finance and Accounting

Agent	What it does	Apps
Approved Hours to Invoice	Converts approved timesheets into a draft invoice with the right rates and client details, checks it against the agreement, sends for approval	Harvest, QuickBooks, Gmail, Slack
Overdue Invoice Follow-up	Sends escalating reminders for late invoices, records replies, tells you when a client needs a call	QuickBooks, Gmail, Google Sheets, Slack
Month-End Pack	Collects bank, invoice and expense information, flags missing receipts and unmatched items, prepares the pack	QuickBooks, Gmail, Google Docs, Google Drive
Receipt and Expense Capture	Reads receipts, records amount and category, files the document, updates the books, flags anything unusual	Gmail, QuickBooks, Google Drive, Google Sheets
Supplier Bill Approval	Reads an incoming invoice, matches it to the order or budget, routes for approval, records it in your books	Gmail, Google Drive, QuickBooks, Slack
Milestone Invoice	Creates the invoice when a milestone completes, with what was delivered, sends for approval	Asana, QuickBooks, Gmail, Google Sheets, Slack
Cash Flow Forecast	Turns invoices due, bills to pay and recurring costs into an expected cash view, with an early warning of a shortfall	QuickBooks, Google Sheets, Slack
Monthly Financial Summary	Writes a plain-language summary of income, costs, profit and trends after month end, ready to share with owners, investors or a board	QuickBooks, Google Sheets, Google Docs, Gmail
Supplier Quote Request and Comparison	Sends your request to chosen suppliers, collects the replies, lays the quotes out side by side	Gmail, Google Sheets, Google Docs, Slack
Client Profitability Report	Combines invoices and hours to show which clients make money and which cost more than they bring in	QuickBooks, Harvest, Google Docs, Slack
Company Knowledge	Answers questions from your policies, files and past work, with the source shown	Google Drive, Notion, Slack
Budget Variance	Compares actual costs with your budget each month and explains the biggest differences in plain language	Google Sheets, QuickBooks, Google Docs, Slack
Contractor Payment Prep	Collects hours and invoices at the end of each pay cycle, checks them against what was agreed, prepares for approval	Gmail, Harvest, Google Sheets, QuickBooks, Slack
Contract Summary	Key dates, obligations, costs and renewal terms in plain language, with reminders set. A person should review anything legal before it is signed	Google Drive, Google Docs, Gmail
SaaS Spend Review	Lists your subscriptions each month with what you pay, flags duplicates and unused tools, suggests savings	Gmail, QuickBooks, Google Sheets, Slack
Policy Drafting	Turns what you describe into a clear first version of an HR, finance or privacy policy. A qualified person should review anything legal before use	Google Docs, Notion

Design

Agent	What it does	Apps
Design Handoff	Prepares handoff notes with specs, states and open questions, creates developer tasks and a quality checklist	Figma, Asana, Slack, Google Docs
Creative Feedback Consolidation	Gathers comments from emails, documents and messages into one revision list, flags comments that conflict	Gmail, Google Docs, Asana, Slack
UX Copy	Writes button labels, error messages, empty states and notifications in your tone for a screen or flow you share	Figma, Google Docs, Slack
User Research	Prepares interview questions, personas, test scripts and a notes template for the people you want to learn from	Google Docs, Notion, Typeform
Design Documentation	Writes up decisions, design system guidelines and presentations from your files and notes	Figma, Notion, Google Docs
Case Study Builder	Drafts a case study from project results and feedback, plus the approval email to the client	Google Drive, Google Docs, Notion, Gmail, Slack
Feedback Insights	Groups survey answers and comments into themes each week and turns them into a short action list with owners	Typeform, Google Sheets, Google Docs, Slack
Company Knowledge	Answers questions from your policies, files and past work, with the source shown	Google Drive, Notion, Slack
Competitor and Market Watch	Sends a short weekly briefing on competitor products, prices, announcements and reviews, and what it means for you	Google Docs, Slack, Notion
Campaign Brief	Turns a goal, audience and budget into a campaign or creative brief, with tasks created for the team	Google Docs, Notion, Asana
Brand Guidelines	Turns your logo, colours and examples into guidelines the team can follow, and answers brand questions in chat	Google Docs, Notion, Slack

Marketing Agencies

Agent	What it does	Apps
Client Monthly Performance Report	Collects results from analytics, ads and search, writes the report with insights and next steps, prepares it for approval	Google Analytics, Google Ads, Meta Ads, Google Search Console, Google Docs, Gmail
Client Onboarding Kit	When a client signs or pays, sends the welcome email, creates the shared folder and project, invites to kickoff, shares the checklist	Stripe, Gmail, Google Drive, Asana, Google Calendar, Slack
Weekly Project Status Update	Gathers progress from your task app and time tracker, writes what was done, what is next and what needs a decision, sends after approval	Asana, Harvest, Google Docs, Gmail, Slack
Approved Hours to Invoice	Converts approved timesheets into a draft invoice with the right rates and client details, checks it against the agreement, sends for approval	Harvest, QuickBooks, Gmail, Slack
Scope Change Detector	Compares each client request with what was agreed, alerts you when it goes beyond scope, drafts the change order with the extra cost	Gmail, Google Drive, Google Docs, Slack
Client Approval Chaser	Sends polite reminders when work is waiting for a client, tells you when a deadline is at risk	Asana, Gmail, Slack
Creative Feedback Consolidation	Gathers comments from emails, documents and messages into one revision list, flags comments that conflict	Gmail, Google Docs, Asana, Slack
Retainer Usage Alert	Tracks hours used against each retainer and warns you before the limit is reached	Harvest, Google Sheets, Slack, Gmail
Client Request Intake	Sorts requests by type and urgency, turns them into tasks for the right person, acknowledges to the client	Gmail, Typeform, Asana, Slack
Proposal Builder	Turns call notes or a recording into a proposal in your format with scope, timeline and pricing, plus a cover email	Fathom, Google Docs, Google Sheets, HubSpot, Gmail
Meeting Notes to Follow-up	Turns a recording into a summary with decisions, actions and owners, drafts the follow-up, creates tasks, updates the record	Fathom, Gmail, Notion, HubSpot, Asana
Content Repurposing	Turns one published post, video or webinar into social posts, an email and short summaries	WordPress, Mailchimp, Buffer, Notion
Client Health Check	Checks emails, tasks, invoices and meetings for every client, flags who has gone quiet, drafts a check-in message	HubSpot, QuickBooks, Asana, Gmail, Google Sheets, Slack
Monthly Social Calendar	Produces a month of posts with captions and image ideas, creates the graphics, schedules after approval	Google Docs, Canva, Buffer, Slack
Contract and E-signature	Prepares the contract from your template, sends it for signature, chases until signed, files the copy	HubSpot, Google Docs, Boldsign, Gmail, Slack
Weekly Business Snapshot	Sales, cash, invoices and new leads in a one page snapshot every Monday	Stripe, QuickBooks, HubSpot, Google Docs, Gmail
Scope of Work and Project Plan	Writes the scope of work, builds a plan with tasks, owners and dates, shares it with the client	Google Docs, Asana, Google Calendar, Gmail
Ad Budget and Results Alert	Checks daily spend against budget and results, alerts you when money goes too fast or a campaign performs poorly, suggests actions	Google Ads, Meta Ads, Google Sheets, Slack, Asana
Testimonial and Referral Request	Asks for a testimonial and a referral when a project ends well, records the replies	Asana, Gmail, Google Sheets, HubSpot, LinkedIn
Client Profitability Report	Combines invoices and hours to show which clients make money and which cost more than they bring in	QuickBooks, Harvest, Google Docs, Slack
Access and Asset Collection	Asks clients for files and logins, tracks what has arrived, reminds on what is missing	Asana, Gmail, Google Sheets, Slack
Milestone Invoice	Creates the invoice when a milestone completes, with what was delivered, sends for approval	Asana, QuickBooks, Gmail, Google Sheets, Slack
Prospect Research and Outreach	Researches each prospect and writes a personal first email, saves it to the CRM, ready for review	Google Sheets, LinkedIn, Gmail, HubSpot
Case Study Builder	Drafts a case study from project results and feedback, plus the approval email to the client	Google Drive, Google Docs, Notion, Gmail, Slack
Client Knowledge	Answers what was agreed, what was sent or what is outstanding from emails, documents and your CRM	Google Drive, HubSpot, Gmail, Slack
Content Brief to Draft	Turns a brief or topic into a researched draft in your style, saved in your document app	Notion, Google Docs, Asana, Slack
Timesheet Reminder	Reminds everyone to log time, checks for gaps, shows who still needs to submit before invoicing	Harvest, Slack, Google Sheets, Gmail
End of Project Review	Compares the plan with time, budget and feedback, with what went well and what to change, saved where your group can find it	Asana, Harvest, Google Docs, Slack
Campaign Brief	Turns a goal, audience and budget into a campaign or creative brief, with tasks created for the team	Google Docs, Notion, Asana
Sensitive Client Reply	Drafts a respectful reply to a complaint or difficult news that you can adjust	Gmail, Google Docs

Consulting Firms

Agent	What it does	Apps
Proposal Builder	Turns call notes or a recording into a proposal in your format with scope, timeline and pricing, plus a cover email	Fathom, Google Docs, Google Sheets, HubSpot, Gmail
Client Onboarding Kit	When a client signs or pays, sends the welcome email, creates the shared folder and project, invites to kickoff, shares the checklist	Stripe, Gmail, Google Drive, Asana, Google Calendar, Slack
Weekly Project Status Update	Gathers progress from your task app and time tracker, writes what was done, what is next and what needs a decision, sends after approval	Asana, Harvest, Google Docs, Gmail, Slack
Approved Hours to Invoice	Converts approved timesheets into a draft invoice with the right rates and client details, checks it against the agreement, sends for approval	Harvest, QuickBooks, Gmail, Slack
RFP Response Builder	Drafts answers to an uploaded RFP from your past responses and documents, flags questions that need a person	Gmail, Google Drive, Google Docs, Slack, HubSpot
Consultant Utilization Report	Shows billable share, free capacity and the clients who take the most hours each week	Harvest, Google Calendar, Google Sheets, Slack
Quarterly Business Review Pack	Builds a pack with results, achievements and plans before each quarterly review and sends it for approval	HubSpot, Google Sheets, Google Docs, Gmail
Meeting Notes to Follow-up	Turns a recording into a summary with decisions, actions and owners, drafts the follow-up, creates tasks, updates the record	Fathom, Gmail, Notion, HubSpot, Asana
Workshop Preparation and Follow-up	Prepares the agenda and participant brief before the session, then the summary, action list and follow-up email	Google Calendar, Gmail, Fathom, Google Docs
Scope Change Detector	Compares each client request with what was agreed, alerts you when it goes beyond scope, drafts the change order with the extra cost	Gmail, Google Drive, Google Docs, Slack
Month-End Pack	Collects bank, invoice and expense information, flags missing receipts and unmatched items, prepares the pack	QuickBooks, Gmail, Google Docs, Google Drive
Client Monthly Performance Report	Collects results from analytics, ads and search, writes the report with insights and next steps, prepares it for approval	Google Analytics, Google Ads, Meta Ads, Google Search Console, Google Docs, Gmail
Client Health Check	Checks emails, tasks, invoices and meetings for every client, flags who has gone quiet, drafts a check-in message	HubSpot, QuickBooks, Asana, Gmail, Google Sheets, Slack
Contract and E-signature	Prepares the contract from your template, sends it for signature, chases until signed, files the copy	HubSpot, Google Docs, Boldsign, Gmail, Slack
Scope of Work and Project Plan	Writes the scope of work, builds a plan with tasks, owners and dates, shares it with the client	Google Docs, Asana, Google Calendar, Gmail
Calendar to Timesheet	Turns your calendar into suggested time entries at the end of the day, which you confirm in a few clicks	Google Calendar, Google Sheets, Slack
Proposal Follow-up	Follows up after a proposal goes quiet, lets you know when the client still has not replied	HubSpot, Gmail, Slack
Client Approval Chaser	Sends polite reminders when work is waiting for a client, tells you when a deadline is at risk	Asana, Gmail, Slack
Retainer Usage Alert	Tracks hours used against each retainer and warns you before the limit is reached	Harvest, Google Sheets, Slack, Gmail
Company Update	Gathers progress from across the business and writes it up as all-hands notes, announcements and leadership updates	Slack, Google Docs, Gmail
Weekly Operations Report	Turns weekly updates into one report with what happened, what is behind and the key numbers	Asana, Google Sheets, Google Docs, Slack
Steering Committee Update	Pulls progress, risks and decisions needed into a one-page update for your review	Asana, Google Sheets, Google Docs, Gmail, Slack
Engagement Knowledge Capture	Collects documents, decisions and lessons into a searchable record so the next project starts ahead	Asana, Google Drive, Notion, Slack
End of Project Review	Compares the plan with time, budget and feedback, with what went well and what to change, saved where your group can find it	Asana, Harvest, Google Docs, Slack

Recruiting Firms

Agent	What it does	Apps
Candidate Screening	Reads and scores each CV against the role, puts results in a shared sheet, drafts replies or interview invitations for approval	Gmail, Typeform, Google Sheets, Slack, Google Calendar
Candidate Shortlist Pack	Turns your chosen top candidates into a shortlist with summaries, ready to send for feedback	Google Docs, Gmail, HubSpot
Interview Scheduling	Finds times that suit candidate and interviewers, sends invites and reminders, handles reschedules	Gmail, Google Calendar, Calendly, Slack
Candidate Outreach	Writes a tailored message for each profile you share, tracks replies	LinkedIn, Gmail, Google Sheets
Interview Notes to Scorecard	Turns your interview notes or recording into a structured summary and recommendation, collected in one shared comparison	Fathom, Google Docs, Google Sheets, Slack
Inbound Lead Response	Adds the contact to the CRM, checks fit against your ideal client, replies with a booking link, alerts you	Typeform, HubSpot, Gmail, Calendly, Slack
Offer Letter and Contract	Prepares the offer letter or contract from your template, sends for signature after your review	Google Docs, Boldsign, Gmail, Slack
Approved Hours to Invoice	Converts approved timesheets into a draft invoice with the right rates and client details, checks it against the agreement, sends for approval	Harvest, QuickBooks, Gmail, Slack
Client Onboarding Kit	When a client signs or pays, sends the welcome email, creates the shared folder and project, invites to kickoff, shares the checklist	Stripe, Gmail, Google Drive, Asana, Google Calendar, Slack
Proposal Builder	Turns call notes or a recording into a proposal in your format with scope, timeline and pricing, plus a cover email	Fathom, Google Docs, Google Sheets, HubSpot, Gmail
Meeting Notes to Follow-up	Turns a recording into a summary with decisions, actions and owners, drafts the follow-up, creates tasks, updates the record	Fathom, Gmail, Notion, HubSpot, Asana
Client Health Check	Checks emails, tasks, invoices and meetings for every client, flags who has gone quiet, drafts a check-in message	HubSpot, QuickBooks, Asana, Gmail, Google Sheets, Slack
New Hire Onboarding	Sends a welcome message and first-week plan when an offer is accepted, sets up meetings and tasks for the manager, and schedules check-ins in the first weeks	Gmail, Asana, Google Calendar, Slack, Google Drive
Weekly Pipeline Review	Shows the deals that have gone quiet or are at risk, a suggested next step for each, and why deals were won or lost	HubSpot, Google Docs, Slack
Candidate Update	Sends a kind, personal update when a candidate’s status changes and keeps your records tidy	Gmail, Google Sheets, Slack
Job Post and Interview Kit	Turns a role description into the job post, interview questions and a scoring guide	Google Docs, Gmail, Notion

Education and Training

Agent	What it does	Apps
Learner Enrolment and Welcome	Sends the welcome email, schedule and materials when someone signs up, adds them to the group chat, tells the instructor	Stripe, Gmail, Google Calendar, Google Drive, Slack
Learner Progress Alert	Sends a supportive message each week to learners who missed sessions or work and alerts the instructor	Google Sheets, Gmail, Slack
Assessment Feedback	Writes draft feedback against your criteria when work is submitted, for the instructor to review and send	Google Drive, Google Docs, Gmail
Class Reminder and Attendance	Reminds learners beforehand, records attendance, follows up with absent learners	Google Calendar, Gmail, Google Sheets
Client Feedback Survey	Sends a short survey after a milestone or project, collects replies, alerts you when someone is unhappy	Typeform, Gmail, Google Sheets, Slack
Inbound Lead Response	Adds the contact to the CRM, checks fit against your ideal client, replies with a booking link, alerts you	Typeform, HubSpot, Gmail, Calendly, Slack
Content Repurposing	Turns one published post, video or webinar into social posts, an email and short summaries	WordPress, Mailchimp, Buffer, Notion
Monthly Social Calendar	Produces a month of posts with captions and image ideas, creates the graphics, schedules after approval	Google Docs, Canva, Buffer, Slack
Company Knowledge	Answers questions from your policies, files and past work, with the source shown	Google Drive, Notion, Slack
Newsletter and Email Campaign	Gathers your news and products, writes the newsletter, sets it up in your email tool for approval	Mailchimp, Google Docs, Gmail
Content Brief to Draft	Turns a brief or topic into a researched draft in your style, saved in your document app	Notion, Google Docs, Asana, Slack
Workshop Preparation and Follow-up	Prepares the agenda and participant brief before the session, then the summary, action list and follow-up email	Google Calendar, Gmail, Fathom, Google Docs
Learning Plan	Turns a role or goal into a learning plan with resources and dates, with progress tracked	Google Docs, Google Calendar, Slack

E-commerce

Agent	What it does	Apps
Abandoned Cart Recovery	Sends a friendly reminder with the product details for items left in a cart, one follow-up if needed, and a weekly view of revenue recovered	Shopify, Mailchimp, Gmail, Slack
Low Stock and Reorder	Alerts you when a product runs low, writes the reorder email to your supplier with quantities, and tracks the delivery date	Shopify, Google Sheets, Gmail, Slack
Returns and Refund	Checks each return against the order and your policy, sends the customer the next steps, prepares the refund for approval, records the reason	Shopify, Gmail, Stripe, Google Sheets
Weekly Sales and Ad Performance	Combines store sales and ad results weekly to show which products and campaigns make money and which waste it, with actions to take	Shopify, Google Ads, Meta Ads, Google Sheets, Slack
Review Request	Asks customers for a review a few days after delivery, thanks them, alerts you to unhappy replies	Shopify, Gmail, Mailchimp, Google Sheets
Customer Reply Drafting	Finds the answer in your help articles and past replies and leaves a draft reply ready to send with one click	Gmail, Notion, Google Drive, Zendesk
Ad Budget and Results Alert	Checks daily spend against budget and results, alerts you when money goes too fast or a campaign performs poorly, suggests actions	Google Ads, Meta Ads, Google Sheets, Slack, Asana
Newsletter and Email Campaign	Gathers your news and products, writes the newsletter, sets it up in your email tool for approval	Mailchimp, Google Docs, Gmail
Receipt and Expense Capture	Reads receipts, records amount and category, files the document, updates the books, flags anything unusual	Gmail, QuickBooks, Google Drive, Google Sheets
Inbound Lead Response	Adds the contact to the CRM, checks fit against your ideal client, replies with a booking link, alerts you	Typeform, HubSpot, Gmail, Calendly, Slack
Overdue Invoice Follow-up	Sends escalating reminders for late invoices, records replies, tells you when a client needs a call	QuickBooks, Gmail, Google Sheets, Slack
Month-End Pack	Collects bank, invoice and expense information, flags missing receipts and unmatched items, prepares the pack	QuickBooks, Gmail, Google Docs, Google Drive
Content Repurposing	Turns one published post, video or webinar into social posts, an email and short summaries	WordPress, Mailchimp, Buffer, Notion
Client Health Check	Checks emails, tasks, invoices and meetings for every client, flags who has gone quiet, drafts a check-in message	HubSpot, QuickBooks, Asana, Gmail, Google Sheets, Slack
Monthly Social Calendar	Produces a month of posts with captions and image ideas, creates the graphics, schedules after approval	Google Docs, Canva, Buffer, Slack
Weekly Business Snapshot	Sales, cash, invoices and new leads in a one page snapshot every Monday	Stripe, QuickBooks, HubSpot, Google Docs, Gmail
Content Approval and Publishing	Publishes approved content to the site, schedules the social posts, records what went live	Asana, WordPress, Buffer, Google Sheets, Slack
Case Study Builder	Drafts a case study from project results and feedback, plus the approval email to the client	Google Drive, Google Docs, Notion, Gmail, Slack
Social and Email Results Report	Gathers social and email results weekly, explains what to repeat and what to change	Mailchimp, Buffer, Google Docs, Gmail
Email Nurture Sequence	Writes a series of timed emails for the audience you describe and sets them up in your email tool	Mailchimp, HubSpot, Google Docs
Ad and Landing Page Copy	Several ad and landing page versions in your brand voice from one brief	Google Ads, Meta Ads, Google Docs

Hospitality and Travel

Agent	What it does	Apps
Booking Enquiry to Confirmation	Checks availability, sends options and prices, follows with confirmation and payment link, records the booking	Gmail, Google Calendar, Google Sheets, Stripe, Slack
Guest Pre-arrival Journey	Sends check-in details, directions and local tips a few days ahead, collects special requests, tells your team what to prepare	Gmail, Google Calendar, Google Sheets, Slack
Daily Arrivals Briefing	Each morning your team sees who arrives, who leaves, special requests and what needs preparing	Google Sheets, Google Calendar, Slack
Trip Itinerary	Turns booking details into a day by day itinerary with times and confirmations, emailed to the traveller	Google Docs, Gmail, Google Calendar
Review Request	Asks customers for a review a few days after delivery, thanks them, alerts you to unhappy replies	Shopify, Gmail, Mailchimp, Google Sheets
Customer Reply Drafting	Finds the answer in your help articles and past replies and leaves a draft reply ready to send with one click	Gmail, Notion, Google Drive, Zendesk
Client Feedback Survey	Sends a short survey after a milestone or project, collects replies, alerts you when someone is unhappy	Typeform, Gmail, Google Sheets, Slack
Inbound Lead Response	Adds the contact to the CRM, checks fit against your ideal client, replies with a booking link, alerts you	Typeform, HubSpot, Gmail, Calendly, Slack
Overdue Invoice Follow-up	Sends escalating reminders for late invoices, records replies, tells you when a client needs a call	QuickBooks, Gmail, Google Sheets, Slack
Meeting Notes to Follow-up	Turns a recording into a summary with decisions, actions and owners, drafts the follow-up, creates tasks, updates the record	Fathom, Gmail, Notion, HubSpot, Asana
Month-End Pack	Collects bank, invoice and expense information, flags missing receipts and unmatched items, prepares the pack	QuickBooks, Gmail, Google Docs, Google Drive
Client Health Check	Checks emails, tasks, invoices and meetings for every client, flags who has gone quiet, drafts a check-in message	HubSpot, QuickBooks, Asana, Gmail, Google Sheets, Slack
Monthly Social Calendar	Produces a month of posts with captions and image ideas, creates the graphics, schedules after approval	Google Docs, Canva, Buffer, Slack
Weekly Business Snapshot	Sales, cash, invoices and new leads in a one page snapshot every Monday	Stripe, QuickBooks, HubSpot, Google Docs, Gmail
Renewal and Upsell	Reviews how the client has been doing, drafts a renewal or upgrade offer, prepares the email	HubSpot, Google Sheets, Google Docs, Gmail
Content Approval and Publishing	Publishes approved content to the site, schedules the social posts, records what went live	Asana, WordPress, Buffer, Google Sheets, Slack
Testimonial and Referral Request	Asks for a testimonial and a referral when a project ends well, records the replies	Asana, Gmail, Google Sheets, HubSpot, LinkedIn
Company Knowledge	Answers questions from your policies, files and past work, with the source shown	Google Drive, Notion, Slack
Newsletter and Email Campaign	Gathers your news and products, writes the newsletter, sets it up in your email tool for approval	Mailchimp, Google Docs, Gmail

Real Estate Agencies

Agent	What it does	Apps
Property Listing Launch	Turns property details and photos into the listing, social posts and a flyer, published to your website with the announcement scheduled	Google Drive, Google Docs, Canva, WordPress, Buffer
Viewing Scheduling	Offers buyers times from your calendar, confirms bookings, sends reminders, records feedback afterwards	Gmail, Google Calendar, HubSpot, Calendly
Buyer and Property Matching	Sends a personal message with the details to buyers whose needs match a newly listed property	HubSpot, Gmail, Google Sheets
Inbound Lead Response	Adds the contact to the CRM, checks fit against your ideal client, replies with a booking link, alerts you	Typeform, HubSpot, Gmail, Calendly, Slack
Vendor Weekly Report	Sends each seller a weekly update on enquiries, viewings and feedback for their property	HubSpot, Google Sheets, Gmail
Sale Progress Chaser	Updates all parties after an offer is accepted, chases solicitors and surveyors for missing items, alerts you when a date is at risk	Gmail, Google Sheets, Slack
Valuation Report	Turns the property and nearby sales into a valuation report for the owner, ready for your review	Google Sheets, Google Docs, Gmail
Client Onboarding Kit	When a client signs or pays, sends the welcome email, creates the shared folder and project, invites to kickoff, shares the checklist	Stripe, Gmail, Google Drive, Asana, Google Calendar, Slack
Meeting Notes to Follow-up	Turns a recording into a summary with decisions, actions and owners, drafts the follow-up, creates tasks, updates the record	Fathom, Gmail, Notion, HubSpot, Asana
Proposal Builder	Turns call notes or a recording into a proposal in your format with scope, timeline and pricing, plus a cover email	Fathom, Google Docs, Google Sheets, HubSpot, Gmail
Monthly Social Calendar	Produces a month of posts with captions and image ideas, creates the graphics, schedules after approval	Google Docs, Canva, Buffer, Slack
Client Health Check	Checks emails, tasks, invoices and meetings for every client, flags who has gone quiet, drafts a check-in message	HubSpot, QuickBooks, Asana, Gmail, Google Sheets, Slack
Client Feedback Survey	Sends a short survey after a milestone or project, collects replies, alerts you when someone is unhappy	Typeform, Gmail, Google Sheets, Slack
Weekly Pipeline Review	Shows the deals that have gone quiet or are at risk, a suggested next step for each, and why deals were won or lost	HubSpot, Google Docs, Slack
Content Approval and Publishing	Publishes approved content to the site, schedules the social posts, records what went live	Asana, WordPress, Buffer, Google Sheets, Slack
Testimonial and Referral Request	Asks for a testimonial and a referral when a project ends well, records the replies	Asana, Gmail, Google Sheets, HubSpot, LinkedIn
Prospect Research and Outreach	Researches each prospect and writes a personal first email, saves it to the CRM, ready for review	Google Sheets, LinkedIn, Gmail, HubSpot
Meeting Prep Brief	One short brief before each call with who you are meeting, past emails, open deals, and suggested questions	Google Calendar, HubSpot, Google Docs, Slack
Case Study Builder	Drafts a case study from project results and feedback, plus the approval email to the client	Google Drive, Google Docs, Notion, Gmail, Slack
Cold Lead Re-engagement	Finds contacts that went quiet, writes a fresh message for each, sends after approval, alerts you when someone replies	HubSpot, Gmail, Slack
Event and Webinar Follow-up	Sends each attendee a personal follow-up and flags the warmest contacts to call first	Google Sheets, Gmail, HubSpot, Slack

Manufacturing

Agent	What it does	Apps
Daily Production Summary	Compares production numbers with targets at the end of each shift and sends managers a short summary of output, delays and issues	Google Sheets, Gmail, Slack
Material Reorder	Drafts a supplier order when raw materials fall below your minimum, sends it for approval, tracks it to delivery	Google Sheets, Gmail, Slack
Quality Issue Follow-up	Notifies the right owner of a logged issue, creates corrective tasks, follows up until closed, shows repeat problems	Google Sheets, Slack, Gmail, Asana
Supplier Delivery Chaser	Checks open orders, asks suppliers to confirm dates, flags late shipments to you	Gmail, Google Sheets, Slack
Equipment Maintenance Reminder	Reminds the right person of scheduled maintenance, logs what was done, flags overdue equipment	Google Calendar, Google Sheets, Slack
Supplier Bill Approval	Reads an incoming invoice, matches it to the order or budget, routes for approval, records it in your books	Gmail, Google Drive, QuickBooks, Slack
Supplier Quote Request and Comparison	Sends your request to chosen suppliers, collects the replies, lays the quotes out side by side	Gmail, Google Sheets, Google Docs, Slack
Incident Report	Collects a timeline from chat and notes, writes the report with causes and next steps, creates follow-up tasks	Slack, Google Docs, Asana, Gmail
SOP Builder	Turns a walkthrough or recording into a step by step guide saved where the team can find it	Google Drive, Google Docs, Notion, Slack
Weekly Project Status Update	Gathers progress from your task app and time tracker, writes what was done, what is next and what needs a decision, sends after approval	Asana, Harvest, Google Docs, Gmail, Slack
Month-End Pack	Collects bank, invoice and expense information, flags missing receipts and unmatched items, prepares the pack	QuickBooks, Gmail, Google Docs, Google Drive
Scope of Work and Project Plan	Writes the scope of work, builds a plan with tasks, owners and dates, shares it with the client	Google Docs, Asana, Google Calendar, Gmail
Weekly Operations Report	Turns weekly updates into one report with what happened, what is behind and the key numbers	Asana, Google Sheets, Google Docs, Slack
Contract Summary	Key dates, obligations, costs and renewal terms in plain language, with reminders set. A person should review anything legal before it is signed	Google Drive, Google Docs, Gmail
Budget Variance	Compares actual costs with your budget each month and explains the biggest differences in plain language	Google Sheets, QuickBooks, Google Docs, Slack
Team Workload Check	Shows who is overloaded and who has room, from assigned work and available time	Asana, Google Calendar, Google Sheets, Slack
Supplier Performance Review	Summarises delivery times, quality issues and costs per supplier each quarter, with talking points for your review	Google Sheets, Gmail, Google Docs, Slack
Risk Register	Keeps a living list of project and business risks up to date by asking owners for updates, highlights the biggest ones	Google Sheets, Slack, Google Docs
Learning Plan	Turns a role or goal into a learning plan with resources and dates, with progress tracked	Google Docs, Google Calendar, Slack

Non-profit

Agent	What it does	Apps
Donation Thank-You	Sends a warm thank-you with receipt for each donation, records the donor, adds them to the right follow-up journey	Stripe, Gmail, Mailchimp, HubSpot
Grant Deadline Tracker	Tracks applications, reminds the right person of what is due, tells you when something is at risk	Google Sheets, Google Calendar, Slack, Gmail
Grant Application Draft	Drafts answers from the funder guidelines and your past applications and reports for your group to refine	Google Drive, Google Docs, Gmail
Volunteer Sign-up	Sends a welcome, matches the volunteer to a role, books a first session, sends the information they need	Typeform, Gmail, Google Calendar, Google Sheets
Lapsed Donor Re-engagement	Finds lapsed donors each month and sends each a warm, personal message	HubSpot, Mailchimp, Gmail
Impact Report	Turns your numbers and stories into a quarterly report for supporters and funders	Google Sheets, Google Docs, Gmail
Newsletter and Email Campaign	Gathers your news and products, writes the newsletter, sets it up in your email tool for approval	Mailchimp, Google Docs, Gmail
Fundraising Narrative	Turns your mission, results and goals into a story you can reuse in appeals, decks and funder conversations	Google Docs, Notion
Weekly Project Status Update	Gathers progress from your task app and time tracker, writes what was done, what is next and what needs a decision, sends after approval	Asana, Harvest, Google Docs, Gmail, Slack
Inbound Lead Response	Adds the contact to the CRM, checks fit against your ideal client, replies with a booking link, alerts you	Typeform, HubSpot, Gmail, Calendly, Slack
Month-End Pack	Collects bank, invoice and expense information, flags missing receipts and unmatched items, prepares the pack	QuickBooks, Gmail, Google Docs, Google Drive
Content Repurposing	Turns one published post, video or webinar into social posts, an email and short summaries	WordPress, Mailchimp, Buffer, Notion
Monthly Social Calendar	Produces a month of posts with captions and image ideas, creates the graphics, schedules after approval	Google Docs, Canva, Buffer, Slack
Client Feedback Survey	Sends a short survey after a milestone or project, collects replies, alerts you when someone is unhappy	Typeform, Gmail, Google Sheets, Slack
Testimonial and Referral Request	Asks for a testimonial and a referral when a project ends well, records the replies	Asana, Gmail, Google Sheets, HubSpot, LinkedIn
Company Knowledge	Answers questions from your policies, files and past work, with the source shown	Google Drive, Notion, Slack
Company Update	Gathers progress from across the business and writes it up as all-hands notes, announcements and leadership updates	Slack, Google Docs, Gmail
Content Brief to Draft	Turns a brief or topic into a researched draft in your style, saved in your document app	Notion, Google Docs, Asana, Slack
Budget Variance	Compares actual costs with your budget each month and explains the biggest differences in plain language	Google Sheets, QuickBooks, Google Docs, Slack

Legal Practices

Agent	What it does	Apps
Matter Intake	Collects a potential client’s details, flags a possible conflict from your client list, sets up the matter folder and checklist	Typeform, Gmail, Google Sheets, Slack
Deadline Reminder	Tracks deadlines for each matter and reminds the right person in good time	Google Calendar, Gmail, Slack
Billable Time Capture	Turns the emails, calls and documents you worked on into suggested time entries for each matter at the end of the day	Gmail, Google Calendar, Google Sheets
Client Onboarding Kit	When a client signs or pays, sends the welcome email, creates the shared folder and project, invites to kickoff, shares the checklist	Stripe, Gmail, Google Drive, Asana, Google Calendar, Slack
Proposal Builder	Turns call notes or a recording into a proposal in your format with scope, timeline and pricing, plus a cover email	Fathom, Google Docs, Google Sheets, HubSpot, Gmail
Approved Hours to Invoice	Converts approved timesheets into a draft invoice with the right rates and client details, checks it against the agreement, sends for approval	Harvest, QuickBooks, Gmail, Slack
Contract Summary	Key dates, obligations, costs and renewal terms in plain language, with reminders set. A person should review anything legal before it is signed	Google Drive, Google Docs, Gmail
Required Documents Chaser	Asks clients for what you need, checks arrivals against your checklist, reminds on the rest, with a person reviewing every document	Gmail, Google Drive, Google Sheets, Slack
Weekly Project Status Update	Gathers progress from your task app and time tracker, writes what was done, what is next and what needs a decision, sends after approval	Asana, Harvest, Google Docs, Gmail, Slack
Meeting Notes to Follow-up	Turns a recording into a summary with decisions, actions and owners, drafts the follow-up, creates tasks, updates the record	Fathom, Gmail, Notion, HubSpot, Asana
Client Request Intake	Sorts requests by type and urgency, turns them into tasks for the right person, acknowledges to the client	Gmail, Typeform, Asana, Slack
Contract and E-signature	Prepares the contract from your template, sends it for signature, chases until signed, files the copy	HubSpot, Google Docs, Boldsign, Gmail, Slack
Client Health Check	Checks emails, tasks, invoices and meetings for every client, flags who has gone quiet, drafts a check-in message	HubSpot, QuickBooks, Asana, Gmail, Google Sheets, Slack
Scope Change Detector	Compares each client request with what was agreed, alerts you when it goes beyond scope, drafts the change order with the extra cost	Gmail, Google Drive, Google Docs, Slack
Calendar to Timesheet	Turns your calendar into suggested time entries at the end of the day, which you confirm in a few clicks	Google Calendar, Google Sheets, Slack
Client Knowledge	Answers what was agreed, what was sent or what is outstanding from emails, documents and your CRM	Google Drive, HubSpot, Gmail, Slack
Engagement Knowledge Capture	Collects documents, decisions and lessons into a searchable record so the next project starts ahead	Asana, Google Drive, Notion, Slack
Legal Letter and NDA Drafting	Drafts a dispute letter or confidentiality agreement from your templates. A lawyer must review it before it is sent or signed	Google Docs, Gmail, Boldsign
Sensitive Client Reply	Drafts a respectful reply to a complaint or difficult news that you can adjust	Gmail, Google Docs

Financial Service Firms

Agent	What it does	Apps
Client Onboarding Kit	When a client signs or pays, sends the welcome email, creates the shared folder and project, invites to kickoff, shares the checklist	Stripe, Gmail, Google Drive, Asana, Google Calendar, Slack
Required Documents Chaser	Asks clients for what you need, checks arrivals against your checklist, reminds on the rest, with a person reviewing every document	Gmail, Google Drive, Google Sheets, Slack
Client Review Preparation	Sends a summary of the client’s situation, what has changed and talking points before each review	HubSpot, Google Docs, Google Sheets, Gmail
Renewal and Upsell	Reviews how the client has been doing, drafts a renewal or upgrade offer, prepares the email	HubSpot, Google Sheets, Google Docs, Gmail
Approved Hours to Invoice	Converts approved timesheets into a draft invoice with the right rates and client details, checks it against the agreement, sends for approval	Harvest, QuickBooks, Gmail, Slack
Contract and E-signature	Prepares the contract from your template, sends it for signature, chases until signed, files the copy	HubSpot, Google Docs, Boldsign, Gmail, Slack
Weekly Project Status Update	Gathers progress from your task app and time tracker, writes what was done, what is next and what needs a decision, sends after approval	Asana, Harvest, Google Docs, Gmail, Slack
Client Health Check	Checks emails, tasks, invoices and meetings for every client, flags who has gone quiet, drafts a check-in message	HubSpot, QuickBooks, Asana, Gmail, Google Sheets, Slack
Overdue Invoice Follow-up	Sends escalating reminders for late invoices, records replies, tells you when a client needs a call	QuickBooks, Gmail, Google Sheets, Slack
Client Request Intake	Sorts requests by type and urgency, turns them into tasks for the right person, acknowledges to the client	Gmail, Typeform, Asana, Slack
Client Feedback Survey	Sends a short survey after a milestone or project, collects replies, alerts you when someone is unhappy	Typeform, Gmail, Google Sheets, Slack
Access and Asset Collection	Asks clients for files and logins, tracks what has arrived, reminds on what is missing	Asana, Gmail, Google Sheets, Slack
Client Knowledge	Answers what was agreed, what was sent or what is outstanding from emails, documents and your CRM	Google Drive, HubSpot, Gmail, Slack
Cash Flow Forecast	Turns invoices due, bills to pay and recurring costs into an expected cash view, with an early warning of a shortfall	QuickBooks, Google Sheets, Slack
Monthly Financial Summary	Writes a plain-language summary of income, costs, profit and trends after month end, ready to share with owners, investors or a board	QuickBooks, Google Sheets, Google Docs, Gmail
Contract Summary	Key dates, obligations, costs and renewal terms in plain language, with reminders set. A person should review anything legal before it is signed	Google Drive, Google Docs, Gmail
Policy Drafting	Turns what you describe into a clear first version of an HR, finance or privacy policy. A qualified person should review anything legal before use	Google Docs, Notion

Insurance Agencies

Agent	What it does	Apps
Quote Comparison	Turns carrier quotes into a side-by-side summary with coverage differences, ready to explain	Gmail, Google Sheets, Google Docs
Claims Intake and Status	Captures a reported claim with its details and documents, passes it to the right person, keeps the client updated at each step	Typeform, Gmail, Google Sheets, Slack
Renewal and Upsell	Reviews how the client has been doing, drafts a renewal or upgrade offer, prepares the email	HubSpot, Google Sheets, Google Docs, Gmail
Required Documents Chaser	Asks clients for what you need, checks arrivals against your checklist, reminds on the rest, with a person reviewing every document	Gmail, Google Drive, Google Sheets, Slack
Inbound Lead Response	Adds the contact to the CRM, checks fit against your ideal client, replies with a booking link, alerts you	Typeform, HubSpot, Gmail, Calendly, Slack
Client Onboarding Kit	When a client signs or pays, sends the welcome email, creates the shared folder and project, invites to kickoff, shares the checklist	Stripe, Gmail, Google Drive, Asana, Google Calendar, Slack
Client Review Preparation	Sends a summary of the client’s situation, what has changed and talking points before each review	HubSpot, Google Docs, Google Sheets, Gmail
Client Health Check	Checks emails, tasks, invoices and meetings for every client, flags who has gone quiet, drafts a check-in message	HubSpot, QuickBooks, Asana, Gmail, Google Sheets, Slack
Proposal Builder	Turns call notes or a recording into a proposal in your format with scope, timeline and pricing, plus a cover email	Fathom, Google Docs, Google Sheets, HubSpot, Gmail
Weekly Project Status Update	Gathers progress from your task app and time tracker, writes what was done, what is next and what needs a decision, sends after approval	Asana, Harvest, Google Docs, Gmail, Slack
Overdue Invoice Follow-up	Sends escalating reminders for late invoices, records replies, tells you when a client needs a call	QuickBooks, Gmail, Google Sheets, Slack
Meeting Notes to Follow-up	Turns a recording into a summary with decisions, actions and owners, drafts the follow-up, creates tasks, updates the record	Fathom, Gmail, Notion, HubSpot, Asana
Month-End Pack	Collects bank, invoice and expense information, flags missing receipts and unmatched items, prepares the pack	QuickBooks, Gmail, Google Docs, Google Drive
Client Request Intake	Sorts requests by type and urgency, turns them into tasks for the right person, acknowledges to the client	Gmail, Typeform, Asana, Slack
Client Feedback Survey	Sends a short survey after a milestone or project, collects replies, alerts you when someone is unhappy	Typeform, Gmail, Google Sheets, Slack
Weekly Business Snapshot	Sales, cash, invoices and new leads in a one page snapshot every Monday	Stripe, QuickBooks, HubSpot, Google Docs, Gmail
Access and Asset Collection	Asks clients for files and logins, tracks what has arrived, reminds on what is missing	Asana, Gmail, Google Sheets, Slack
Client Knowledge	Answers what was agreed, what was sent or what is outstanding from emails, documents and your CRM	Google Drive, HubSpot, Gmail, Slack
Contract Summary	Key dates, obligations, costs and renewal terms in plain language, with reminders set. A person should review anything legal before it is signed	Google Drive, Google Docs, Gmail

Retail and CPG

Agent	What it does	Apps
New Retailer Onboarding	Sends the welcome pack, price list and order form to a new retailer, records their details, tells your team who to contact	Gmail, Google Drive, Google Sheets, Slack
Low Stock and Reorder	Alerts you when a product runs low, writes the reorder email to your supplier with quantities, and tracks the delivery date	Shopify, Google Sheets, Gmail, Slack
Retail Stock Level Alert	Checks stock by product and store daily, flags low or overstocked items, suggests transfers or reorders	Google Sheets, Gmail, Slack
Weekly Sales and Ad Performance	Combines store sales and ad results weekly to show which products and campaigns make money and which waste it, with actions to take	Shopify, Google Ads, Meta Ads, Google Sheets, Slack
Supplier Delivery Chaser	Checks open orders, asks suppliers to confirm dates, flags late shipments to you	Gmail, Google Sheets, Slack
Supplier Bill Approval	Reads an incoming invoice, matches it to the order or budget, routes for approval, records it in your books	Gmail, Google Drive, QuickBooks, Slack
Review Request	Asks customers for a review a few days after delivery, thanks them, alerts you to unhappy replies	Shopify, Gmail, Mailchimp, Google Sheets
Monthly Social Calendar	Produces a month of posts with captions and image ideas, creates the graphics, schedules after approval	Google Docs, Canva, Buffer, Slack
Month-End Pack	Collects bank, invoice and expense information, flags missing receipts and unmatched items, prepares the pack	QuickBooks, Gmail, Google Docs, Google Drive
Overdue Invoice Follow-up	Sends escalating reminders for late invoices, records replies, tells you when a client needs a call	QuickBooks, Gmail, Google Sheets, Slack
Client Monthly Performance Report	Collects results from analytics, ads and search, writes the report with insights and next steps, prepares it for approval	Google Analytics, Google Ads, Meta Ads, Google Search Console, Google Docs, Gmail
Content Repurposing	Turns one published post, video or webinar into social posts, an email and short summaries	WordPress, Mailchimp, Buffer, Notion
Receipt and Expense Capture	Reads receipts, records amount and category, files the document, updates the books, flags anything unusual	Gmail, QuickBooks, Google Drive, Google Sheets
Weekly Business Snapshot	Sales, cash, invoices and new leads in a one page snapshot every Monday	Stripe, QuickBooks, HubSpot, Google Docs, Gmail
Returns and Refund	Checks each return against the order and your policy, sends the customer the next steps, prepares the refund for approval, records the reason	Shopify, Gmail, Stripe, Google Sheets
Ad Budget and Results Alert	Checks daily spend against budget and results, alerts you when money goes too fast or a campaign performs poorly, suggests actions	Google Ads, Meta Ads, Google Sheets, Slack, Asana
Content Approval and Publishing	Publishes approved content to the site, schedules the social posts, records what went live	Asana, WordPress, Buffer, Google Sheets, Slack
Newsletter and Email Campaign	Gathers your news and products, writes the newsletter, sets it up in your email tool for approval	Mailchimp, Google Docs, Gmail
Case Study Builder	Drafts a case study from project results and feedback, plus the approval email to the client	Google Drive, Google Docs, Notion, Gmail, Slack
Social and Email Results Report	Gathers social and email results weekly, explains what to repeat and what to change	Mailchimp, Buffer, Google Docs, Gmail
Email Nurture Sequence	Writes a series of timed emails for the audience you describe and sets them up in your email tool	Mailchimp, HubSpot, Google Docs
Supplier Performance Review	Summarises delivery times, quality issues and costs per supplier each quarter, with talking points for your review	Google Sheets, Gmail, Google Docs, Slack
SaaS Spend Review	Lists your subscriptions each month with what you pay, flags duplicates and unused tools, suggests savings	Gmail, QuickBooks, Google Sheets, Slack
Ad and Landing Page Copy	Several ad and landing page versions in your brand voice from one brief	Google Ads, Meta Ads, Google Docs

Construction

Agent	What it does	Apps
Tender Request to Estimate	Extracts the requirements from a tender request, prepares an estimate from your price list, drafts a response, lists what still needs a decision	Gmail, Google Drive, Google Sheets, Google Docs
Site Daily Report	Turns updates, photos and issues from your crew into a daily report for the project manager and client	Google Forms, Google Sheets, Gmail, Slack
RFI and Submittal Tracker	Logs every request for information and submittal, chases answers, shows what is holding work up	Gmail, Google Sheets, Slack
Subcontractor Document Expiry	Tracks insurance and licence dates and asks subcontractors to send updates before documents expire	Google Drive, Google Sheets, Gmail
Proposal Builder	Turns call notes or a recording into a proposal in your format with scope, timeline and pricing, plus a cover email	Fathom, Google Docs, Google Sheets, HubSpot, Gmail
Milestone Invoice	Creates the invoice when a milestone completes, with what was delivered, sends for approval	Asana, QuickBooks, Gmail, Google Sheets, Slack
Weekly Project Status Update	Gathers progress from your task app and time tracker, writes what was done, what is next and what needs a decision, sends after approval	Asana, Harvest, Google Docs, Gmail, Slack
Scope Change Detector	Compares each client request with what was agreed, alerts you when it goes beyond scope, drafts the change order with the extra cost	Gmail, Google Drive, Google Docs, Slack
Stalled Task Alert	Spots tasks that have not moved, are overdue or have no owner, and nudges the right person in chat	Asana, Slack, Gmail
Approved Hours to Invoice	Converts approved timesheets into a draft invoice with the right rates and client details, checks it against the agreement, sends for approval	Harvest, QuickBooks, Gmail, Slack
Meeting Notes to Follow-up	Turns a recording into a summary with decisions, actions and owners, drafts the follow-up, creates tasks, updates the record	Fathom, Gmail, Notion, HubSpot, Asana
Overdue Invoice Follow-up	Sends escalating reminders for late invoices, records replies, tells you when a client needs a call	QuickBooks, Gmail, Google Sheets, Slack
Client Request Intake	Sorts requests by type and urgency, turns them into tasks for the right person, acknowledges to the client	Gmail, Typeform, Asana, Slack
Supplier Bill Approval	Reads an incoming invoice, matches it to the order or budget, routes for approval, records it in your books	Gmail, Google Drive, QuickBooks, Slack
Client Health Check	Checks emails, tasks, invoices and meetings for every client, flags who has gone quiet, drafts a check-in message	HubSpot, QuickBooks, Asana, Gmail, Google Sheets, Slack
Scope of Work and Project Plan	Writes the scope of work, builds a plan with tasks, owners and dates, shares it with the client	Google Docs, Asana, Google Calendar, Gmail
Supplier Quote Request and Comparison	Sends your request to chosen suppliers, collects the replies, lays the quotes out side by side	Gmail, Google Sheets, Google Docs, Slack
Required Documents Chaser	Asks clients for what you need, checks arrivals against your checklist, reminds on the rest, with a person reviewing every document	Gmail, Google Drive, Google Sheets, Slack
Client Approval Chaser	Sends polite reminders when work is waiting for a client, tells you when a deadline is at risk	Asana, Gmail, Slack
Supplier Delivery Chaser	Checks open orders, asks suppliers to confirm dates, flags late shipments to you	Gmail, Google Sheets, Slack
Incident Report	Collects a timeline from chat and notes, writes the report with causes and next steps, creates follow-up tasks	Slack, Google Docs, Asana, Gmail
Contract Summary	Key dates, obligations, costs and renewal terms in plain language, with reminders set. A person should review anything legal before it is signed	Google Drive, Google Docs, Gmail
Contractor Payment Prep	Collects hours and invoices at the end of each pay cycle, checks them against what was agreed, prepares for approval	Gmail, Harvest, Google Sheets, QuickBooks, Slack
Team Workload Check	Shows who is overloaded and who has room, from assigned work and available time	Asana, Google Calendar, Google Sheets, Slack
Risk Register	Keeps a living list of project and business risks up to date by asking owners for updates, highlights the biggest ones	Google Sheets, Slack, Google Docs
Deliverable Handover	Gathers the final files, writes a handover summary with instructions and next steps, shares it with the client, archives everything	Asana, Google Docs, Google Drive, Gmail, Notion

Solopreneur

Agent	What it does	Apps
Inbox Triage and Daily Plan	Sorts your inbox each morning into reply today, can wait and can ignore, with draft replies ready	Gmail, Google Calendar
Inbound Lead Response	Adds the contact to the CRM, checks fit against your ideal client, replies with a booking link, alerts you	Typeform, HubSpot, Gmail, Calendly, Slack
Proposal Builder	Turns call notes or a recording into a proposal in your format with scope, timeline and pricing, plus a cover email	Fathom, Google Docs, Google Sheets, HubSpot, Gmail
Meeting Notes to Follow-up	Turns a recording into a summary with decisions, actions and owners, drafts the follow-up, creates tasks, updates the record	Fathom, Gmail, Notion, HubSpot, Asana
Overdue Invoice Follow-up	Sends escalating reminders for late invoices, records replies, tells you when a client needs a call	QuickBooks, Gmail, Google Sheets, Slack
Calendar to Timesheet	Turns your calendar into suggested time entries at the end of the day, which you confirm in a few clicks	Google Calendar, Google Sheets, Slack
Client Onboarding Kit	When a client signs or pays, sends the welcome email, creates the shared folder and project, invites to kickoff, shares the checklist	Stripe, Gmail, Google Drive, Asana, Google Calendar, Slack
Approved Hours to Invoice	Converts approved timesheets into a draft invoice with the right rates and client details, checks it against the agreement, sends for approval	Harvest, QuickBooks, Gmail, Slack
Monthly Social Calendar	Produces a month of posts with captions and image ideas, creates the graphics, schedules after approval	Google Docs, Canva, Buffer, Slack
Content Repurposing	Turns one published post, video or webinar into social posts, an email and short summaries	WordPress, Mailchimp, Buffer, Notion
Month-End Pack	Collects bank, invoice and expense information, flags missing receipts and unmatched items, prepares the pack	QuickBooks, Gmail, Google Docs, Google Drive
Client Request Intake	Sorts requests by type and urgency, turns them into tasks for the right person, acknowledges to the client	Gmail, Typeform, Asana, Slack
Receipt and Expense Capture	Reads receipts, records amount and category, files the document, updates the books, flags anything unusual	Gmail, QuickBooks, Google Drive, Google Sheets
Contract and E-signature	Prepares the contract from your template, sends it for signature, chases until signed, files the copy	HubSpot, Google Docs, Boldsign, Gmail, Slack
Client Health Check	Checks emails, tasks, invoices and meetings for every client, flags who has gone quiet, drafts a check-in message	HubSpot, QuickBooks, Asana, Gmail, Google Sheets, Slack
Candidate Screening	Reads and scores each CV against the role, puts results in a shared sheet, drafts replies or interview invitations for approval	Gmail, Typeform, Google Sheets, Slack, Google Calendar
Weekly Business Snapshot	Sales, cash, invoices and new leads in a one page snapshot every Monday	Stripe, QuickBooks, HubSpot, Google Docs, Gmail
Weekly Pipeline Review	Shows the deals that have gone quiet or are at risk, a suggested next step for each, and why deals were won or lost	HubSpot, Google Docs, Slack
Prospect Research and Outreach	Researches each prospect and writes a personal first email, saves it to the CRM, ready for review	Google Sheets, LinkedIn, Gmail, HubSpot
Proposal Follow-up	Follows up after a proposal goes quiet, lets you know when the client still has not replied	HubSpot, Gmail, Slack
SOP Builder	Turns a walkthrough or recording into a step by step guide saved where the team can find it	Google Drive, Google Docs, Notion, Slack
Content Brief to Draft	Turns a brief or topic into a researched draft in your style, saved in your document app	Notion, Google Docs, Asana, Slack

Small Business

Agent	What it does	Apps
Inbound Lead Response	Adds the contact to the CRM, checks fit against your ideal client, replies with a booking link, alerts you	Typeform, HubSpot, Gmail, Calendly, Slack
Proposal Builder	Turns call notes or a recording into a proposal in your format with scope, timeline and pricing, plus a cover email	Fathom, Google Docs, Google Sheets, HubSpot, Gmail
Overdue Invoice Follow-up	Sends escalating reminders for late invoices, records replies, tells you when a client needs a call	QuickBooks, Gmail, Google Sheets, Slack
Client Onboarding Kit	When a client signs or pays, sends the welcome email, creates the shared folder and project, invites to kickoff, shares the checklist	Stripe, Gmail, Google Drive, Asana, Google Calendar, Slack
Weekly Business Snapshot	Sales, cash, invoices and new leads in a one page snapshot every Monday	Stripe, QuickBooks, HubSpot, Google Docs, Gmail
New Hire Onboarding	Sends a welcome message and first-week plan when an offer is accepted, sets up meetings and tasks for the manager, and schedules check-ins in the first weeks	Gmail, Asana, Google Calendar, Slack, Google Drive
Month-End Pack	Collects bank, invoice and expense information, flags missing receipts and unmatched items, prepares the pack	QuickBooks, Gmail, Google Docs, Google Drive
Meeting Notes to Follow-up	Turns a recording into a summary with decisions, actions and owners, drafts the follow-up, creates tasks, updates the record	Fathom, Gmail, Notion, HubSpot, Asana
Receipt and Expense Capture	Reads receipts, records amount and category, files the document, updates the books, flags anything unusual	Gmail, QuickBooks, Google Drive, Google Sheets
Approved Hours to Invoice	Converts approved timesheets into a draft invoice with the right rates and client details, checks it against the agreement, sends for approval	Harvest, QuickBooks, Gmail, Slack
Weekly Project Status Update	Gathers progress from your task app and time tracker, writes what was done, what is next and what needs a decision, sends after approval	Asana, Harvest, Google Docs, Gmail, Slack
Client Request Intake	Sorts requests by type and urgency, turns them into tasks for the right person, acknowledges to the client	Gmail, Typeform, Asana, Slack
Contract and E-signature	Prepares the contract from your template, sends it for signature, chases until signed, files the copy	HubSpot, Google Docs, Boldsign, Gmail, Slack
Client Health Check	Checks emails, tasks, invoices and meetings for every client, flags who has gone quiet, drafts a check-in message	HubSpot, QuickBooks, Asana, Gmail, Google Sheets, Slack
Monthly Social Calendar	Produces a month of posts with captions and image ideas, creates the graphics, schedules after approval	Google Docs, Canva, Buffer, Slack
Candidate Screening	Reads and scores each CV against the role, puts results in a shared sheet, drafts replies or interview invitations for approval	Gmail, Typeform, Google Sheets, Slack, Google Calendar
Calendar to Timesheet	Turns your calendar into suggested time entries at the end of the day, which you confirm in a few clicks	Google Calendar, Google Sheets, Slack
SOP Builder	Turns a walkthrough or recording into a step by step guide saved where the team can find it	Google Drive, Google Docs, Notion, Slack
Monthly Financial Summary	Writes a plain-language summary of income, costs, profit and trends after month end, ready to share with owners, investors or a board	QuickBooks, Google Sheets, Google Docs, Gmail
Team Workload Check	Shows who is overloaded and who has room, from assigned work and available time	Asana, Google Calendar, Google Sheets, Slack

Enterprise

Agent	What it does	Apps
Executive Weekly Business Review	Combines results from finance, sales and delivery tools with the key changes and decisions needed	QuickBooks, HubSpot, Asana, Google Sheets, Slack
RFP Response Builder	Drafts answers to an uploaded RFP from your past responses and documents, flags questions that need a person	Gmail, Google Drive, Google Docs, Slack, HubSpot
Quarterly Business Review Pack	Builds a pack with results, achievements and plans before each quarterly review and sends it for approval	HubSpot, Google Sheets, Google Docs, Gmail
Steering Committee Update	Pulls progress, risks and decisions needed into a one-page update for your review	Asana, Google Sheets, Google Docs, Gmail, Slack
Purchase Request Approval	Routes each request to the right approver, records the decision, notifies finance	Slack, Google Sheets, Gmail
Weekly Operations Report	Turns weekly updates into one report with what happened, what is behind and the key numbers	Asana, Google Sheets, Google Docs, Slack
Company Knowledge	Answers questions from your policies, files and past work, with the source shown	Google Drive, Notion, Slack
Contract and E-signature	Prepares the contract from your template, sends it for signature, chases until signed, files the copy	HubSpot, Google Docs, Boldsign, Gmail, Slack
Client Health Check	Checks emails, tasks, invoices and meetings for every client, flags who has gone quiet, drafts a check-in message	HubSpot, QuickBooks, Asana, Gmail, Google Sheets, Slack
Client Onboarding Kit	When a client signs or pays, sends the welcome email, creates the shared folder and project, invites to kickoff, shares the checklist	Stripe, Gmail, Google Drive, Asana, Google Calendar, Slack
Client Monthly Performance Report	Collects results from analytics, ads and search, writes the report with insights and next steps, prepares it for approval	Google Analytics, Google Ads, Meta Ads, Google Search Console, Google Docs, Gmail
Scope of Work and Project Plan	Writes the scope of work, builds a plan with tasks, owners and dates, shares it with the client	Google Docs, Asana, Google Calendar, Gmail
Scope Change Detector	Compares each client request with what was agreed, alerts you when it goes beyond scope, drafts the change order with the extra cost	Gmail, Google Drive, Google Docs, Slack
Company Update	Gathers progress from across the business and writes it up as all-hands notes, announcements and leadership updates	Slack, Google Docs, Gmail
Client Knowledge	Answers what was agreed, what was sent or what is outstanding from emails, documents and your CRM	Google Drive, HubSpot, Gmail, Slack
Team Workload Check	Shows who is overloaded and who has room, from assigned work and available time	Asana, Google Calendar, Google Sheets, Slack
Product Requirements	Turns a feature description into requirements, user stories and acceptance criteria, with tickets created for your team	Notion, Google Docs, Jira, Slack
Risk Register	Keeps a living list of project and business risks up to date by asking owners for updates, highlights the biggest ones	Google Sheets, Slack, Google Docs

How to request a new ready-made agent

The library grows from what teams ask for. If a workflow matters to you and no agent covers it, you have two routes. Ask for it. Describe the job in plain language: what triggers it, which apps it touches, and what the finished output should look like. Requests that come up across several teams get built into the library. Build it in the meantime. Describe the same workflow inside your workspace and WorkLLM drafts the agent step by step for you to review and edit. If an app you need is not in the integrations list, connect it through MCP and your agents can use it without waiting for a native integration.

FAQs

Do I need to know about prompting for agent creation?
No. Agents come configured. You add one, save it and run it. Customization is optional.
What happens when I add an agent?
It is copied into your workspace as your own agent. It stays private until you choose to share it. Once you share it, the people you share it with run the current version.
Can I change an agent after adding it? Yes, at any time. Any step can be edited, reordered or removed, and you can change triggers, approvals, format and model choice whenever you like.
Will an agent send things without a person checking?
That depends on the approval setting for each app. If you keep manual approval on for an app, actions such as sending an email wait for your approval. If you set an app to always approve, its actions run without a pause for every agent that uses that app. See Approvals for actions that write data in Creating, running, and managing agents
Does it use our own company context?
Only the knowledge you add. An agent does not pull knowledge from anywhere on its own. Whatever you add to a step, such as Organization memory, a file, or a link, is what that step uses. See Adding knowledge to an agent in Creating, running, and managing agents.
What if the agent I need does not exist yet? Ask for it, or describe the workflow and build it in your workspace. Any app with MCP support can be connected so the agent can use it.

​Overview

​What ready-made agents are

​How to use a ready-made agent

​Step 1: Add the agent to your workspace

​Step 2: Finish the setup

​Attach the documents it needs

​Connect the apps it needs

​Step 3: Adjust the agent to your team

​Step 4: Run a test

​The agents, grouped by use case

​Marketing

​Sales

​Customer Support

​Product Management

​HR

​Engineering

​Operations

​Leadership

​Finance and Accounting

​Design

​Marketing Agencies

​Consulting Firms

​Recruiting Firms

​Education and Training

​E-commerce

​Hospitality and Travel

​Real Estate Agencies

​Manufacturing

​Non-profit

​Legal Practices

​Financial Service Firms

​Insurance Agencies

​Retail and CPG

​Construction

​Solopreneur

​Small Business

​Enterprise

​ How to request a new ready-made agent

​FAQs