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
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
Pipeline review
Twice a week before stand-up, reviews every open deal of one AE — risks, methodology gaps, last touch, the one next action — and sends them an honest take with where to focus.
- Your Closefinch records
- Pipeline
Forecast manager
The day before your forecast call, checks every Commit deal against six conditions in the buyer's own words, shows the range (conservative, expected, optimistic) with its formulas, flags pushed and stale deals and thin coverage, and tells you which deals to downgrade.
- 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.