AI Employee Library
Start with a pre-built AI employee for your business. Customize it in minutes.
Data Entry & CRM
Enter data accurately, clean lists and keep CRM records up to date.
- Add a CRM contact
- Create a CRM deal
- Log a CRM activity
- Create a CRM lead
- Create a CRM opportunity
- Book a calendar event
- Check calendar availability
- Send email
- Create a spreadsheet
- Create a presentation
- HubSpot CRM
- Google Calendar
- Google Sheets
- Google Slides
Document & Records
File documents, build templates, route e-signatures and manage retention.
- Create a page
- Add a note
- Create a spreadsheet
- Notion
Executive Assistant
Triage the inbox, prep meetings, draft correspondence and chase action items.
- Book a calendar event
- Check calendar availability
- Send email
- Create a spreadsheet
- Create a presentation
- Notify a team channel
- Post a message
- Create a page
- Add a note
- Google Calendar
- Google Sheets
- Google Slides
- Slack
- Notion
Office & Facilities
Order supplies, log facilities requests, manage building vendors and visitors.
- Notify a team channel
- Post a message
- Create a page
- Add a note
- Book a calendar event
- Check calendar availability
- Send email
- Create a spreadsheet
- Create a presentation
- Slack
- Notion
- Google Calendar
- Google Sheets
- Google Slides
Scheduling & Calendar
Book and reschedule meetings, manage calendars and send reminders.
- Check availability
- Schedule a booking
- Book a calendar event
- Check calendar availability
- Send email
- Create a spreadsheet
- Create a presentation
- Calendly
- Google Calendar
- Google Sheets
- Google Slides
Travel & Expense
Book travel, build itineraries and prepare expense reports.
- Book a calendar event
- Check calendar availability
- Send email
- Create a spreadsheet
- Create a presentation
- Notify a team channel
- Post a message
- Search places
- Get place details
- Google Calendar
- Google Sheets
- Google Slides
- Slack
- Google Maps
E-commerce Product Advisor
Guide shoppers from question to checkout — automatically.
- Create a payment link
- Check payment status
- Notify a team channel
- Mercado Pago
- Slack
Course Tutor
Help students understand the material — guiding, not just giving answers.
- Add a note
- Create a page
- Notify a team channel
- Notion
- Slack
Accounts Payable
Codes invoices, runs the 3-way match, and preps payment runs for human approval.
- Book a calendar event
- Check calendar availability
- Send email
- Create a spreadsheet
- Create a presentation
- Create a page
- Add a note
- Notify a team channel
- Post a message
- Google Calendar
- Google Sheets
- Google Slides
- Notion
- Slack
Accounts Receivable
Invoice, track aging, and collect what you're owed — politely and on policy.
- Add a CRM contact
- Create a CRM deal
- Log a CRM activity
- Book a calendar event
- Check calendar availability
- Send email
- Create a spreadsheet
- Create a presentation
- Notify a team channel
- Post a message
- HubSpot CRM
- Google Calendar
- Google Sheets
- Google Slides
- Slack
Finance & Insurance Advisor
Explain products and gather quote requests — general info, not personalized advice.
- Check availability
- Schedule a booking
- Add a CRM contact
- Log a CRM activity
- Calendly
- HubSpot CRM
Financial Planning & Analysis
Build budgets and forecasts, run variance analysis and draft board summaries.
- Create a spreadsheet
- Book a calendar event
- Check calendar availability
- Send email
- Create a presentation
- Notify a team channel
- Post a message
- Google Sheets
- Google Calendar
- Google Slides
- Slack
Payroll & Expenses
Answer payroll FAQs, review expenses against the T&E policy and prep payroll-run checklists.
- Book a calendar event
- Check calendar availability
- Send email
- Create a spreadsheet
- Create a presentation
- Create a page
- Add a note
- Notify a team channel
- Post a message
- Google Calendar
- Google Sheets
- Google Slides
- Notion
- Slack
Procurement
Drafts purchase requests, compares quotes, and routes approvals by spend threshold.
- Book a calendar event
- Check calendar availability
- Send email
- Create a spreadsheet
- Create a presentation
- Create a page
- Add a note
- Notify a team channel
- Post a message
- Google Calendar
- Google Sheets
- Google Slides
- Notion
- Slack
Tax & Compliance
Keep filings, deadlines, and supporting documents organized and audit-ready.
- Book a calendar event
- Check calendar availability
- Send email
- Create a spreadsheet
- Create a presentation
- Create a page
- Add a note
- Notify a team channel
- Post a message
- Google Calendar
- Google Sheets
- Google Slides
- Notion
- Slack
Fitness Coach
Answer membership questions, book classes, and keep members motivated.
- Check calendar availability
- Book a calendar event
- Add a CRM contact
- Log a CRM activity
- Google Calendar
- HubSpot CRM
Bookings & Appointments
Answer availability questions and take booking requests, day or night.
- Check calendar availability
- Book a calendar event
- Google Calendar
FAQ Assistant
Answer your customers' most common questions, instantly.
- Notify a team channel
- Send email
- Slack
Healthcare Front Desk
Answer patient questions and book appointments — without giving medical advice.
- Check availability
- Schedule a booking
- Check calendar availability
- Book a calendar event
- Calendly
Hotel Concierge
Answer guest questions, handle requests, and recommend the best of the local area.
- Check availability
- Schedule a booking
- Calendly
Restaurant & Reservations
Your 24/7 digital host — reservations, menu, and more.
- Check availability
- Schedule a booking
- Calendly
Compensation & Benefits
Explain pay bands, benefits enrollment and the payroll calendar.
- Add a note
- Notify a team channel
- Notion
- Slack
Employee & Labor Relations
Answer policy and conduct questions; route sensitive cases.
- Notify a team channel
- Create a page
- Add a note
- Slack
- Notion
HR Helpdesk
Answer employee questions about policies, PTO, benefits and payroll.
- Notify a team channel
- Create a page
- Add a note
- Slack
- Notion
Learning & Development
Recommend courses, learning paths and certifications.
- Add a note
- Create a page
- Notify a team channel
- Notion
- Slack
Onboarding & Offboarding
Guide first-day checklists, access provisioning and exits.
- Check calendar availability
- Book a calendar event
- Notify a team channel
- Post a message
- Create a page
- Add a note
- Google Calendar
- Slack
- Notion
Performance
Support review cycles, goal-setting and feedback.
- Create a page
- Add a note
- Notify a team channel
- Post a message
- Notion
- Slack
Talent Acquisition
Draft job descriptions, screen candidates and schedule interviews.
- Check availability
- Schedule a booking
- Add a CRM contact
- Log a CRM activity
- Notify a team channel
- Calendly
- HubSpot CRM
- Slack
Compliance
Answer compliance questions, maintain policies and run checklists and attestations.
- Create a page
- Add a note
- Book a calendar event
- Check calendar availability
- Send email
- Create a spreadsheet
- Create a presentation
- Notify a team channel
- Post a message
- Notion
- Google Calendar
- Google Sheets
- Google Slides
- Slack
Contracts & CLM
Draft and review contracts, track the lifecycle and stay ahead of renewals.
- Create a page
- Add a note
- Create a CRM lead
- Create a CRM opportunity
- Notion
Employment & Labor
Draft employment agreements and answer labor-law and workplace-policy questions.
- Book a calendar event
- Check calendar availability
- Send email
- Create a spreadsheet
- Create a presentation
- Create a page
- Add a note
- Notify a team channel
- Post a message
- Google Calendar
- Google Sheets
- Google Slides
- Notion
- Slack
Intellectual Property
Manage trademarks, prepare IP filings and protect the brand.
- Create a page
- Add a note
- Create a task
- Search tasks
- Comment on a task
- Notion
- Linear
Legal Intake
Explain services and capture new-client details — general info, not legal advice.
- Add a CRM contact
- Log a CRM activity
- Check calendar availability
- Book a calendar event
- Create a page
- HubSpot CRM
- Google Calendar
- Notion
Legal Intake & Triage
Intake legal requests, handle NDAs and route each matter to the right area.
- Notify a team channel
- Post a message
- Create a page
- Add a note
- Book a calendar event
- Check calendar availability
- Send email
- Create a spreadsheet
- Create a presentation
- Slack
- Notion
- Google Calendar
- Google Sheets
- Google Slides
Privacy & Data Protection
Answer privacy questions, handle data-subject requests and triage DPAs.
- Open a support ticket
- Create a page
- Add a note
- Book a calendar event
- Check calendar availability
- Send email
- Create a spreadsheet
- Create a presentation
- Notion
- Google Calendar
- Google Sheets
- Google Slides
Brand & PR
Draft press releases, media pitches and launch copy, all on brand voice.
- Notify a team channel
- Post a message
- Create a page
- Add a note
- Share a LinkedIn post
- Slack
- Notion
Content Marketing
Outline, draft and edit on-brand blog posts, articles and content calendars.
- Create a page
- Add a note
- Book a calendar event
- Check calendar availability
- Send email
- Create a spreadsheet
- Create a presentation
- Notify a team channel
- Post a message
- Notion
- Google Calendar
- Google Sheets
- Google Slides
- Slack
Email & Lifecycle
Draft campaigns, build lifecycle sequences and plan subject-line A/B tests.
- Add a CRM contact
- Create a CRM deal
- Log a CRM activity
- Send email
- Notify a team channel
- Post a message
- HubSpot CRM
- Slack
Performance Marketing
Plan paid campaigns, write ad copy and read KPIs across Google, Meta and LinkedIn.
- Add a CRM contact
- Create a CRM deal
- Log a CRM activity
- Book a calendar event
- Check calendar availability
- Send email
- Create a spreadsheet
- Create a presentation
- Notify a team channel
- Post a message
- HubSpot CRM
- Google Calendar
- Google Sheets
- Google Slides
- Slack
SEO Specialist
Research keywords, map search intent and optimize on-page content.
- Book a calendar event
- Check calendar availability
- Send email
- Create a spreadsheet
- Create a presentation
- Create a page
- Add a note
- Notify a team channel
- Post a message
- Google Calendar
- Google Sheets
- Google Slides
- Notion
- Slack
Social Media
Write platform-native posts, plan the calendar and draft community replies.
- Share a LinkedIn post
- Notify a team channel
- Post a message
- Create a page
- Add a note
- Slack
- Notion
Data & Reporting Ops
Build dashboards, track KPIs and deliver recurring reports.
- Create a page
- Add a note
- Book a calendar event
- Check calendar availability
- Send email
- Create a spreadsheet
- Create a presentation
- Notify a team channel
- Post a message
- Notion
- Google Calendar
- Google Sheets
- Google Slides
- Slack
Process & SOPs
Document processes, write SOPs and drive continuous improvement.
- Create a page
- Add a note
- Notify a team channel
- Post a message
- Notion
- Slack
Project Coordination
Keep project plans, tasks, timelines and status updates on track.
- Create a task
- Search tasks
- Comment on a task
- Create a page
- Add a note
- Notify a team channel
- Post a message
- Linear
- Notion
- Slack
Quality Assurance
Run QA checks, audits and defect tracking against your standards.
- Create a task
- Search tasks
- Comment on a task
- Create a page
- Add a note
- Notify a team channel
- Post a message
- Linear
- Notion
- Slack
Supply Chain & Logistics
Track inventory, shipping, fulfillment and supplier coordination.
- Search places
- Get place details
- Create a page
- Add a note
- Notify a team channel
- Post a message
- Google Maps
- Notion
- Slack
Workforce & Scheduling
Plan shifts, manage capacity and allocate resources.
- Check availability
- Schedule a booking
- Book a calendar event
- Check calendar availability
- Send email
- Create a spreadsheet
- Create a presentation
- Notify a team channel
- Post a message
- Calendly
- Google Calendar
- Google Sheets
- Google Slides
- Slack
Contracts & Negotiation
Draft terms, track renewals and support negotiations.
- Create a page
- Add a note
- Notify a team channel
- Post a message
- Notion
- Slack
Purchase Requisitions
Intake purchase requests, route approvals and raise purchase orders.
- Book a calendar event
- Check calendar availability
- Send email
- Create a spreadsheet
- Create a presentation
- Create a page
- Add a note
- Notify a team channel
- Post a message
- Google Calendar
- Google Sheets
- Google Slides
- Notion
- Slack
Sourcing & Suppliers
Find and evaluate suppliers, run RFQs and compare quotes.
- Create a page
- Add a note
- Notify a team channel
- Post a message
- Notion
- Slack
Spend & Budget Analysis
Track spend, spot savings and watch budget adherence.
- Book a calendar event
- Check calendar availability
- Send email
- Create a spreadsheet
- Create a presentation
- Create a page
- Add a note
- Notify a team channel
- Post a message
- Google Calendar
- Google Sheets
- Google Slides
- Notion
- Slack
Supplier Compliance & Risk
Check supplier compliance, run risk checks and enforce policy.
- Create a page
- Add a note
- Notify a team channel
- Post a message
- Notion
- Slack
Vendor Management
Onboard vendors, review performance and manage relationships.
- Create a CRM lead
- Create a CRM opportunity
- Create a page
- Add a note
- Notify a team channel
- Post a message
- Notion
- Slack
Real Estate Assistant
Qualify buyers, answer listing questions, and book showings — 24/7.
- Check availability
- Schedule a booking
- Add a CRM contact
- Create a CRM deal
- Log a CRM activity
- Calendly
- HubSpot CRM
Recruiting Screener
Pre-screen candidates and schedule interviews, fairly and consistently.
- Check availability
- Schedule a booking
- Add a CRM contact
- Log a CRM activity
- Calendly
- HubSpot CRM
SaaS Onboarding & Product Guide
Get new users up and running faster with an always-on product guide.
- Open a support ticket
- Notify a team channel
- Create a page
- Slack
- Notion
Account Executive
Advance active deals with discovery prep, follow-ups, objection handling and mutual action plans.
- Add a CRM contact
- Create a CRM deal
- Log a CRM activity
- Check availability
- Schedule a booking
- Notify a team channel
- Post a message
- HubSpot CRM
- Calendly
- Slack
Deal Desk
Build quotes and proposals from approved pricing, apply discount guardrails and route exceptions.
- Add a CRM contact
- Create a CRM deal
- Log a CRM activity
- Create a page
- Add a note
- Notify a team channel
- Post a message
- HubSpot CRM
- Notion
- Slack
Inbound Lead Qualifier
Respond to inbound leads fast, qualify fit and book the right rep.
- Add a CRM contact
- Create a CRM deal
- Log a CRM activity
- Notify a team channel
- Post a message
- Check availability
- Schedule a booking
- HubSpot CRM
- Slack
- Calendly
Lead Generation & Sales Qualifier
Turn every website visitor into a qualified sales opportunity.
- Add a CRM contact
- Create a CRM deal
- Log a CRM activity
- Notify a team channel
- Check calendar availability
- Book a calendar event
- HubSpot CRM
- Slack
- Google Calendar
Lead Qualifier
Turn website visitors into qualified leads, around the clock.
- Add a CRM contact
- Create a CRM deal
- Log a CRM activity
- Notify a team channel
- Send email
- HubSpot CRM
- Slack
Outbound SDR
Research accounts, write cold outreach and book discovery meetings for your AEs.
- Add a CRM contact
- Create a CRM deal
- Log a CRM activity
- Share a LinkedIn post
- Notify a team channel
- Post a message
- HubSpot CRM
- Slack
Sales Engineer
Answer prospects' technical questions, draft demo scripts and fill in RFP and security responses.
- Add a CRM contact
- Create a CRM deal
- Log a CRM activity
- Create a page
- Add a note
- Notify a team channel
- Post a message
- HubSpot CRM
- Notion
- Slack
Sales Operations
Clean up pipeline data, compute funnel KPIs and draft forecasts and pipeline-review summaries.
- Add a CRM contact
- Create a CRM deal
- Log a CRM activity
- Book a calendar event
- Check calendar availability
- Send email
- Create a spreadsheet
- Create a presentation
- Notify a team channel
- Post a message
- HubSpot CRM
- Google Calendar
- Google Sheets
- Google Slides
- Slack
Billing & Subscriptions
Clear answers on invoices, plans, and payments — refunds routed to a human.
- Add a CRM contact
- Create a CRM deal
- Log a CRM activity
- Open a support ticket
- Notify a team channel
- Post a message
- HubSpot CRM
- Slack
Customer Success
Onboard new customers, drive adoption and book check-ins that keep them growing.
- Add a CRM contact
- Create a CRM deal
- Log a CRM activity
- Check availability
- Schedule a booking
- Notify a team channel
- Post a message
- HubSpot CRM
- Calendly
- Slack
Customer Support Agent
Resolve support tickets 24/7 — and escalate the rest to your team.
- Open a support ticket
- Notify a team channel
- Slack
Customer Support Assistant
Answer customer questions 24/7 and hand off when it matters.
- Notify a team channel
- Post a message
- Send email
- Slack
Escalations
Calm upset customers, apply the escalation policy, and hand off cleanly.
- Open a support ticket
- Notify a team channel
- Post a message
- Slack
Frontline Support
Answer common questions, guide customers step by step and open tickets when needed.
- Open a support ticket
- Notify a team channel
- Post a message
- Slack
Knowledge Base
Draft and maintain help articles, FAQs and canned replies from resolved tickets and product changes.
- Create a page
- Add a note
- Open a support ticket
- Notify a team channel
- Post a message
- Notion
- Slack
Technical Support
Diagnose errors, interpret logs and write clean bug reports for engineering.
- Open a support ticket
- Create a page
- Add a note
- Notify a team channel
- Post a message
- Notion
- Slack