Templates
Agents you can start from
Built-in agents for pipeline, meetings, research, prospecting and customer success. Each runs on a schedule, on an event or when you ask, passes its eval suite before release, and by default asks before anything leaves.
- Meetings
Meeting prep brief
Before a call, reads the account's records, recent conversations and saved facts and writes a short cited brief.
- Your Closefinch records
- Meetings
Meeting assistant
Owns a meeting end to end: a prep a day before, a reminder 30 minutes before, the notes, tasks and drafted follow-up after, and three days later a check of which commitments were kept — with what slipped sent to you.
- Your Closefinch records
- Meetings
Demo prep for solutions engineers
Before a demo: a timed, role-aware run-of-show mapped to what the buyer asked to see, a talk track, proof points, the objections they raised with responses from your knowledge base, an environment checklist and a fallback path.
- Your Closefinch records
Or describe the job
If no template fits, describe the goal in your own words and an agent is planned for you, with the same approvals.