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.
- Pipeline
Act on signals
When a signal fires on an account, reads its dated why-now evidence and leaves the owner one concrete next step as a task, citing the signal.
- Your Closefinch records
- Pipeline
Stalled deal nudge
Finds open deals that have gone quiet, decides one concrete next step for each, and leaves a follow-up task for the team.
- Your Closefinch records
- Pipeline
Stalled deal recovery
Every morning, finds deals with no activity for two weeks, works out why the last thread went quiet from the last call, and puts a recovery email in each owner's inbox to approve.
- 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.