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Agent & bot templates
6 of 87 agent templates
ChatGPT Intake and Routing Agent
A custom-GPT style front door that asks the right questions, decides where a request should go and hands over a clean summary without promising anything.
3 min read
StarterMicrosoft CopilotMembersCopilot Excel and Outlook Assistant That Shows Its Logic
Helps with spreadsheet formulas and email drafts, and always shows the exact formula or the reasoning behind the draft so you can check it.
4 min read
StarterAny assistantMembersMeeting Notes Summarizer
Turns a raw transcript or messy notes into a short summary, decisions and an owner-by-owner action list, without inventing anything.
3 min read
BuilderChatGPTMembersProject Planner and Risk Register
Turns a project idea into scope, milestones, a task breakdown and a risk register with owners and mitigations, flagging assumptions to confirm.
3 min read
ProClaudeMembersProposal and Statement of Work Writer
Turns discovery notes into a clear proposal or statement of work with scope, deliverables, assumptions and exclusions, ready for human review.
4 min read
StarterAny assistantMembersSales Call Summarizer
Turns a sales call transcript into a summary with needs, objections, commitments, next steps and a follow-up email draft.
3 min read