Templates

Operations AI employee for service operations, incident triage, stakeholder updates, postmortem preparation, and change risk review. Includes three relational tables, AI-enriched columns, two operations knowledge bases, and four specialist embedded agents.

Sales pipeline tracking all active and recently closed deals.

Scores any B2B lead for fit against your Ideal Customer Profile on a 1-100 scale using a fixed, weighted rubric (firmographic, persona, engagement and intent, offer-need fit, minus disqualifiers), then returns a tier (Hot, Warm, Cool, Low, or Disqualified), specific reasons, risks and unknowns, and a recommended next action and channel. Pure standalone: paste your lead details and ICP, get a consistent, readable qualification call. No tools or tables required.

You are a top-performing real estate copywriter with 15 years of experience. You always highlight unique selling points first. You use market comparable data to justify pricing and create urgency. You write in a persuasive yet honest tone. You never exaggerate square footage or features. You include neighborhood lifestyle benefits, not just property specs. You adapt your writing style per platform: professional for MLS, conversational for social media, visual for Instagram

A customer-facing pre-sales chat team for your website. A routing manager sends each visitor question to the right specialist: a Product Specialist and Pricing Specialist that answer from your product knowledge base, an Objection Handler for comparisons and security concerns, and a Lead Qualifier that captures interested visitors into a leads table. Installs with a starter product Knowledge Base and a Website Leads table. Replace the sample knowledge base content with your own product, pricing, and security information. Grounded in the knowledge base, with no invented claims.

Reviews outside counsel invoices line-by-line against billing guidelines, flags excessive hours, block billing, vague descriptions, unauthorized timekeepers, rate violations, and duplicate entries. Calculates recommended adjustments, updates the legal spend tracker in Google Sheets, and emails audit results to the billing partner.

Sales research table for ranking target accounts, summarizing ICP fit, and surfacing buying signals before outreach.

Turns your account and contact context into a focused discovery-call game plan: a briefing that separates facts from inferences, tailored open-ended discovery questions (Situation, Pain and Impact, Decision Process), the objections this specific buyer is likely to raise with honest responses, and a call agenda with the one outcome to drive toward. Pure standalone, no tools or tables required.

Writes a short-form SMS or WhatsApp sequence from your audience and offer: a messaging plan with tone, call to action, and compliance notes, then a ready-to-send sequence with character counts, an A/B variant, send timing, and a built-in opt-out on the first message. Brief, human, and compliant. Pure standalone, no tools or tables required.

Turns raw call notes or a transcript into a clean, CRM-ready summary in seconds: attendees, a short recap, the prospect's pains and needs, action items each with an owner, buying signals, risks, plus a suggested deal stage, the primary next step, and a paste-ready CRM note. Extracts only what was actually said. Pure standalone, no tools or tables required.

Writes a personalized, multi-touch cold email sequence from your prospect's details and your offer. Returns a personalization angle, ready-to-send emails with subject-line options and send timing, an A/B variant of the first email, and a quick deliverability check. Pure standalone: paste who you're emailing and what you sell, get a sequence you can send today. No tools or tables required.

Sales preparation table for discovery calls, objection forecasting, and meeting-specific briefing.

A cross-functional launch team that turns a product update into a coordinated go-to-market kit: positioning, channel content, and competitive framing. A supervisor routes among a messaging lead, a channel content lead, and a competitive analyst.

Internal, rep-facing companion team for the Sales Engine Pro pack. When a rep needs help on a live deal, a routing manager sends the question to a Product and Technical Specialist, a Pricing and Deal Specialist, or a Competitive and Objection Specialist, each grounded in your Product Knowledge Base, to arm the rep with an accurate answer and framing. Advisory to the rep: it never commits pricing or terms beyond the knowledge base and flags anything needing deal-desk or manager approval. Pairs with the customer-facing Website Sales Concierge. Install alongside the Sales Engine Pro pack. Requires an LLM provider. Replace the sample product knowledge base with your own.

Turns a feature idea into a complete, review-ready PRD. Distills the problem, target users, goals, and success metrics, drafts a full PRD with user stories, acceptance criteria, functional requirements, edge cases, open questions, and a launch checklist, then red-teams it with the five hardest reviewer questions. Pure standalone: paste the idea, get a PRD you can circulate today. No tools or tables required.

AI Marketing Content Manager

Reads your CRM Contacts table and audits it for data-quality issues: missing key fields, malformed emails, likely duplicates, stale records, and placeholder or test junk. Groups findings by issue type with the specific record and exact problem, then produces a prioritized cleanup plan with the fix for each and a sensible order of operations. Installs with its CRM Contacts table.

Turns client context, scope, and pricing into a clear, persuasive, client-ready proposal: executive summary, understanding of the client's situation, proposed solution mapped to their needs, scope and deliverables, timeline, investment, why-us, and next steps. Leads with the client's problem and uses only the facts you provide. Pure standalone, no tools or tables required.

Reads your Sales Opportunities table and flags at-risk open deals using signals like stalled activity, past-due or imminent close dates, missing next steps, and low win probability for late-stage deals, then prioritizes them by value and risk with a recommended recovery action for each and totals the pipeline value at risk. Installs with its Sales Opportunities table.

Takes an objection or competitor comparison and returns a composed, credible response: a diagnosis of the real concern underneath, an acknowledge-reframe-redirect structure, proof points drawn only from your stated strengths, a redirect question, and both a spoken version for live calls and a written version for email. Never bashes competitors. Pure standalone, no tools or tables required.

Enriches a prospect from partial details (name plus company, email, or LinkedIn) using Apollo, returning a confirmed professional profile: title, company, seniority, location, tenure, and reachability, plus a relevance read and suggested approach. Uses people-search as the reliable path, never requests raw contact reveals, and never exposes or fabricates an email or phone. Requires the Apollo connector (shared platform key, low setup).

Assesses how real and winnable an opportunity is using BANT, MEDDIC, or MEDDPICC. Marks each framework element Confirmed, Partial, or Missing, gives an honest qualification health read, lists the biggest gaps and risks in priority order with the exact question or action to close each, and ends with a go, nurture, or disqualify lean. Pure standalone, no tools or tables required.

An internal real-time assistant for sales reps on or preparing for a call. A routing manager sends each question to the right specialist: Account Snapshot for quick prospect-company research (Apollo plus web search), Deal and Account Lookup for live reads of the Sales Opportunities and Customer Accounts tables, a Battlecard and Objection Coach for competitor and objection talking points grounded in your positioning, and Product and Pricing for fast answers from your product knowledge base. Built for short, glanceable answers, grounded in CRM data and the knowledge base, with nothing invented. Installs with the two CRM tables and a starter product Knowledge Base; replace the sample knowledge base content and CRM rows with your own. Requires the Apollo and web search connectors for the Account Snapshot specialist.

Run surveys, plan events, and generate engagement reports

Analyzes uploaded contracts clause-by-clause, identifies high-risk provisions (indemnification, liability caps, auto-renewal, IP assignment, non-compete), scores overall contract risk on a 1-100 scale, and generates a detailed redline recommendation report with suggested alternative language.

Sales operations AI employee for pipeline reviews, prospect research, lead qualification, email drafting, and handoff coordination. Includes embedded deals/prospects tables, a sales playbook KB, and three specialized agents.

Sales Operations Assistant for the B2B sales team. Manages pipeline tracking, prospect research, email drafting, and deal follow-ups. Has access to the Deals and Prospects tables, Sales Playbook knowledge base, and specialized agents for research, email writing, and lead qualification.

Turns scattered team updates from Slack, docs, and standups into one exec-ready weekly rollup. Organizes the raw dump into wins, progress by workstream, risks with severity, decisions needed, and slippage: flagging contradictions instead of smoothing them over: then writes an audience-calibrated report with a 3-bullet TL;DR, per-workstream sections, a risks table, and explicit asks. Skimmable in under two minutes. Pure standalone, no tools or tables required.

Triages a pasted batch of emails into act-now, reply-today, delegate, read-later, and ignore buckets against your stated priorities, then drafts the urgent replies for you. Returns a triage table with one-line reasons, flagged commitments and deadlines, ready-to-send reply drafts, and delegation notes. Pure standalone, no inbox connection required.

Turns raw meeting notes or a transcript into clear decisions, owned action items, and a ready-to-send follow-up email. Paste your notes, get a crisp summary for people who missed it, an action-item table with owners and due dates, and a recap email. Pure standalone, no tools or tables required.

Turns a business description into a rigorous SWOT and a focused 90-day strategic recommendation. Returns a specific, evidenced SWOT with the strategic tensions it exposes, 2 to 3 strategic options with trade-offs, a clear recommended 90-day focus tied to your current goal, what to explicitly not do, and the 3 metrics that would show it's working. Pure standalone: describe your business, get a strategy brief. No tools or tables required.

Gives brutal, slide-by-slide feedback on a pitch deck the way a partner meeting would. Returns a critique of every slide with concrete rewrite suggestions, an assessment of the narrative arc, the 8 hardest questions the deck will get with strong suggested answers, and the top 3 changes that would most improve its odds. Pure standalone: paste your slide text, get partner-grade feedback. No tools or tables required.

Turns your month's numbers and notes into a polished, ready-to-send investor update email. Returns a structured update with TL;DR, metrics with month-over-month movement, honest wins and challenges, and specific asks, plus a 3-line skim version. Pure standalone: paste your metrics and notes, get an update you can send today. No tools or tables required.

Turns scattered customer feedback into a themed digest leadership will actually read. Clusters tickets, calls, NPS verbatims, and emails into themes with counts, sentiment, and real verbatim quotes, flags at-risk account signals, then writes a two-minute leadership digest with the top 3 takeaways, recommended actions with owners, and a customer quote of the period. Pure standalone, no tools or tables required.

Diagnoses why an account is at risk and drafts the save play. Returns the top likely churn drivers with the evidence for each and an overall severity call, then 2 to 3 ranked intervention options, a recommended play, an outreach email to the champion, and call talking points including how to handle competitive objections. Pure standalone, no tools or tables required.

Builds a milestone-based onboarding plan that gets a new customer to first value fast. Returns a success plan with milestones, owners, target dates, and success metrics, plus a kickoff kit with a timeboxed call agenda, a ready-to-send invite email, and a week-by-week check-in cadence. Pure standalone, no tools or tables required.

Produces a structured competitive teardown and battle-ready positioning from pasted competitor info. Breaks down the competitor's positioning, ICP, pricing model, claimed strengths, and visible weaknesses, runs an honest head-to-head against your product, then arms sales with talking points, landmine questions, and a one-paragraph positioning statement. Pure standalone: paste competitor material and your product details. No tools or tables required.

Turns a raw dump of user feedback: support tickets, reviews, interview notes: into a prioritized insight report. Clusters feedback into themes with counts and exact verbatim quotes, ranks themes by frequency and severity, separates quick wins from strategic bets, recommends next actions, and calls out what is not worth acting on. Pure standalone: paste the feedback, get the report. No tools or tables required.

Drafts a balanced, evidence-based performance review from a manager's raw notes. Returns a full review draft with strengths tied to evidence, constructively framed growth areas, a goal-by-goal assessment, and suggested next-cycle goals, then runs a fairness pass that flags vague claims, recency bias, and loaded language and shows the corrected final version. Pure standalone, no tools or tables required.

Answers an employee's question grounded strictly in the company policy text you paste in. Quotes the relevant clauses, separates what the policy clearly says from what it does not cover, flags ambiguity that needs a human HR decision, and drafts an escalation note when the policy does not answer the question. Pure standalone, no tools or tables required.

Builds a complete 30-60-90 day onboarding plan for a new hire from the role, team context, and tools they will use. Returns a staged plan with goals and success measures, a day-by-day first-week schedule with access and equipment checklists, and ready-to-send welcome email and team announcement drafts. Pure standalone, no tools or tables required.

An always-on care-coordination assistant that supports patient intake and triage, scheduling, insurance eligibility and prior-auth, clinical documentation and coding, referrals, patient education, and denial appeals: always as drafts, suggestions, and guidance for a licensed clinician or staff to approve.

A front-office coordination team that takes a new patient from intake to a booked, coverage-verified visit: clean intake with red-flag screening, urgency triage support, appointment scheduling, and an eligibility/prior-auth check: all as drafts and guidance for clinical and staff approval.

Drafts a payer denial appeal that addresses the specific denial reason with coverage criteria and a medical-necessity argument from the record: as a document for the clinician to approve and staff to submit. Tracks the deadline.

Suggests ICD-10 diagnosis and CPT/E&M codes supported by the visit documentation, notes any documentation gaps, and prepares a charge worksheet: suggestions for a certified coder/provider to finalize. Never upcodes.

Writes clear, plain-language patient education material on a clinician-approved topic: what it is, what to expect, and when to seek help: ready for the website, with an optional audio version. Provider approves before use.

Drafts a specialist referral letter from the visit documentation: reason, relevant history, and question for the specialist: as a document and message for the provider to approve. Feeds the Referrals table.

Turns a clinician's visit transcript or dictation into a structured SOAP note draft: reflecting only what was documented: for the provider to review and sign. Feeds the Encounters table. Never invents findings.

Assembles a prior-authorization request packet: service and codes, diagnosis, and a medical-necessity justification from the record: as a document for the clinician to approve and staff to submit. Never submits.

Prepares an eligibility check for a planned service: plan active, network, cost-share, and whether a referral/prior-auth is required: using payer resources, and flags what to verify. Staff confirms and submits.

Matches a patient to the right visit type and provider availability via Cal and Google Calendar, proposes times, and drafts a confirmation and reminder: feeding the Appointments table. Drafts for staff approval.

Suggests an urgency level (emergent/urgent/routine/self-care) for reported symptoms using the triage protocol and escalates red-flags: decision support for a clinician, never a diagnosis or medical advice.

Turns a patient's intake responses into a clean pre-visit summary for the care team, flags emergency red-flags for immediate escalation, and lists missing info: administrative support only, no diagnosis.

An always-on insurance operations assistant that handles FNOL intake, claims triage, coverage verification, fraud and subrogation screening, underwriting risk summaries, renewals, claimant communications, and settlement drafting: always as drafts and recommendations for a licensed adjuster or underwriter to approve.