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.
- Prospecting
ICP list builder
Each week, finds the accounts in your CRM that fit your ideal customer profile — leaving out customers, partners, accounts with open deals and anyone on a must-not-contact list — and stages them as segments by territory for each owner to approve.
- Your Closefinch records
- Prospecting
Fit qualifier
Answers your plain-language fit questions for every account on a list: pass, fail or unsure per question, each with a one-line reason and its source — a CRM field's value, or a quote checked word for word on the account's own site — and an overall verdict.
- Public web pages
- 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
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
- Data quality
Missing close dates
Finds open deals without a close date and asks their owners to add one.
- 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.