Ideas for your first agents

A good first agent takes one job your team repeats every week. Here are ten that companies start with. Each one comes with a job description to paste, the data and apps it needs, and the sentence that puts it on a schedule.

Agent	Takes care of	Data	Apps
Sales agent	Every new lead researched and scored	Leads	Slack
Support agent	A draft reply for every customer email	Orders	Your support inbox
Finance agent	Overdue invoices and payment reminders	Invoices, Orders	Your accounting app, Gmail
Pricing agent	Prices that stay competitive	Products	None, it uses web data
Catalog agent	Complete product data, ready to sell	Products	Your e-shop, optional
Marketing agent	Weekly posts and images in your brand	Products	LinkedIn, Instagram
Reporting agent	A weekly report as a page on Home	Leads, Deals, Orders, Invoices	Slack
Data quality agent	Clean contacts, no duplicates	Contacts, Companies	None
Recruiting agent	A fair first look at every applicant	Candidates, Positions	Gmail, Google Calendar
Meeting prep agent	A brief before every meeting	Contacts, Deals	Google Calendar

How do I use an idea?

1. Add an agent and paste the job description into What will <name> do?. Change the names, channels and numbers to fit your business.
2. In the Access step, give the agent the access listed under Data. The module names are examples: use the modules you have, or ask the agent to create one, for example "Create a Leads module with company, contact, email, budget and score." See Modules.
3. Connect the apps under Apps for this agent in Connections.
4. Send the sentence under Schedule in the agent's chat. The agent sets it up as an automation that runs on its own, and asks for your yes first.
5. Try the first task, and correct the agent until it works the way you want.

Where a job touches customers, prices or other people, its description says what the agent asks you first. Keep that part. It is how you stay in control of what goes out.

Sales agent

Every new lead is researched and scored, and the best ones reach your sales team the same day.

Qualify our new leads. For each new lead, look the company up on the web and score it from 1 to 10 by company size, budget and fit with our offer. Write the score and a one-line reason into the lead. Post every lead that scores 8 or more to the #sales channel in Slack. Ask me before you write to a lead.

• Data: Leads, Read & write.
• Apps: Slack. The web research is paid from the AI wallet.
• Schedule: "Every weekday at 8:00 and 13:00, qualify the leads that came in since the last run."
• Try first: "Score this week's new leads and list the five best, with a reason for each."

Support agent

Every customer email gets a correct, friendly draft, and nothing waits overnight.

Look after our support inbox. Read new customer emails, look up the order when someone asks about one, and draft a short, friendly reply that follows our return and delivery policy. Tag each email as question, complaint, return or other. Leave every draft for me to approve before it is sent. When a question needs a person, tell me who should answer it.

• Data: Orders, Read.
• Apps: your support inbox, such as Gmail, Zendesk, Freshdesk or Intercom.
• Schedule: "Every hour from 8:00 to 18:00 on weekdays, go through the new support emails."
• Try first: "Here is our return policy. Learn it, then show me how you would answer a customer who wants to return a damaged item." Paste the policy after the first sentence.

Finance agent

Invoices get paid on time, and nobody chases payments by hand.

Keep our receivables in order. Match payments to invoices and mark the paid ones. List invoices past their due date, with the customer, the amount and the days overdue. Draft a polite payment reminder for each overdue customer, firmer after 30 days, and leave the drafts for me to approve. Flag orders that have no invoice yet.

• Data: Invoices, Read & write. Orders, Read.
• Apps: your accounting or payments app, such as Xero, QuickBooks or Stripe, and Gmail for the reminders.
• Schedule: "Every Monday at 8:00, check the overdue invoices and send me the list with the reminder drafts."
• Try first: "Which orders from last month have no invoice yet?"

Pricing agent

Your prices stay competitive, and nobody checks competitor shops by hand.

Watch our competitors' prices. Compare the prices of our 20 best-selling products with the same products at our three main competitors' shops. Tell me which of our prices are more than 5% above or below theirs, and suggest a new price that keeps our margin above 25%. Ask me before you change any price.

• Data: Products, Read.
• Apps: none. The agent reads the shops through web data, paid from the AI wallet.
• Schedule: "Every weekday at 7:00, compare our bestsellers' prices and send me what changed."
• Try first: "Our main competitors are … Compare our ten bestsellers with their prices."

Catalog agent

Every product has a description, a category, a price and a photo, ready to sell.

Keep our product catalog complete. Every product needs a description, a category, a price and at least one photo. Write missing descriptions in our brand voice: clear, warm and under 80 words. Suggest a category for each product without one. Tell me which products still miss a price or a photo.

• Data: Products, Read & write.
• Apps: your e-shop, such as Shopify, if the agent should also update the products there.
• Schedule: "Every Monday at 9:00, send me the products that are missing a price or a photo."
• Try first: "Write descriptions for the ten newest products that have none."

Marketing agent

Your catalog turns into posts and images in your own brand, every week.

Create our social media posts. Each week, pick three products worth promoting, write a short post for each in our brand voice, and make a matching product image. Send me the posts and the images for approval. Publish only the ones I approve, on LinkedIn and Instagram.

• Data: Products, Read.
• Apps: LinkedIn and Instagram, or Facebook. The images are paid from the AI wallet.
• Schedule: "Every Thursday at 10:00, send me next week's three posts."
• Try first: "Write three posts about our newest products, each with an image."

Reporting agent

Monday starts with one page that says how last week went.

Report on how the business is doing. Every week, sum up new leads, won deals, orders, revenue and overdue invoices, and compare each with the week before. Publish the report as a page with a chart for each figure. Post a three-line summary to the #management channel in Slack, and point out anything that changed by more than 20%.

• Data: Leads, Deals, Orders and Invoices, Read.
• Apps: Slack.
• Schedule: "Every Monday at 7:30, publish last week's report."
• Try first: "Make last week's report as a page." The page appears as a tab on Home.

Data quality agent

Your contacts stay clean: no duplicates and no half-empty records.

Keep our contacts and companies clean. Find duplicates, records without an email or a phone number, and names, phone numbers or countries written in different formats. Fix the formats yourself. Merge duplicates only after I approve the list. Send me a short summary of what you fixed and what needs a person.

• Data: Contacts and Companies, Read & write.
• Apps: none. Add your CRM, such as HubSpot or Pipedrive, if your contacts live there.
• Schedule: "Every Sunday at 22:00, clean up the contacts added during the week."
• Try first: "Find duplicate contacts and show me the ten clearest cases."

Recruiting agent

Every applicant gets a fair first look and a quick answer.

Screen applicants for our open positions. Compare each new application with the requirements of its position, and score it from 1 to 5 with two lines on why. Write the score into the candidate's record. Propose interview times from my calendar for candidates who score 4 or 5, and draft a polite rejection for the others. Send nothing to a candidate before I approve it.

• Data: Candidates, Read & write. Positions, Read.
• Apps: Gmail and Google Calendar.
• Schedule: "Every weekday at 9:00, screen the applications from the last day."
• Try first: "Here is the job description of our new position. Turn it into the list of requirements you will screen against."

Meeting prep agent

You walk into every meeting knowing who you will meet and what is open with them.

Prepare me for my meetings. Go through today's meetings in my calendar. For each meeting with people from outside the company, write a short brief: who they are, their company, what we sold or offered them, their open deals and anything recent about them on the web. Send me the briefs by 8:00.

• Data: Contacts and Deals, Read.
• Apps: Google Calendar, and Gmail if the briefs should come by email.
• Schedule: "Every weekday at 7:30, send me briefs for today's meetings."
• Try first: "Brief me on my next meeting."

How does an agent get better at its job?

• Correct it in the chat. Tell it what was wrong and what you want instead.
• Tell it what to remember. Open the agent's Knows tile and click Tell <name>. See Your agent's page.
• Give it skills. A skill teaches a way of working, such as your brand voice. See Skills.
• Reach it where you work. Connect a channel, such as Slack or Microsoft Teams, so your team can message the agent there.
• Let routine work run on its own. See Automations.

Want our team to set up an agent with you and measure the results? See Superpowers.

Next: Add an agent.