Agent marketplace
Ready-made agent workflows — what an agent is, buying one, setting it up with the checklist, and which agents are available now.
What an agent is
A marketplace agent is a ready-made workflow for one business job: a trigger, AI steps with expert-written prompts, and the apps it uses (for example Slack or HubSpot). Setting it up creates that workflow in your workspace; from then on it's a normal workflow you can open, edit, test and monitor.
Browse the marketplace
Open Agents from the sidebar. Each card shows the agent's name, what it does, and either its one-time price or "Included in your plan" / "Purchased". Press Details for the full picture: what it does, what it needs (plan, AI key, apps), what it doesn't do, its steps and roughly how long setup takes. Filter by category, search by name, or tick "Available now only".
Available, coming soon
- Available: the agent's workflow is built and tested, and every app it needs is live. You can buy it and set it up.
- Coming soon — waiting for <app> approval: the agent is built, but an app it needs is still waiting for the vendor's approval. It becomes available automatically once that app is approved.
- Coming soon: the agent's ready-made workflow is still being built. It can't be bought yet.
Categories
The marketplace has 219 pre-built agents in 30 categories; 204 of them are available now (the Agents page in the app shows the current status). Every agent has a setup guide — see “Setup guides for every agent” below.
| Category | Agents | Available now |
|---|---|---|
| Operations | 28 | 26 |
| Marketing | 18 | 17 |
| Social Media | 17 | 15 |
| E-commerce & Retail | 14 | 13 |
| Sales | 13 | 7 |
| Creators & Studios | 13 | 12 |
| Customer Support | 10 | 10 |
| Finance | 9 | 9 |
| Field Services | 7 | 6 |
| Education & Training | 7 | 7 |
| Community, Faith & Civic | 7 | 7 |
| Real Estate & Property | 6 | 6 |
| Hospitality & Events | 6 | 6 |
| Nonprofit | 6 | 6 |
| Banking & Compliance | 5 | 5 |
| Freight & Logistics | 5 | 5 |
| Recruiting & Staffing | 5 | 5 |
| Professional Services | 5 | 5 |
| Automotive | 5 | 5 |
| SaaS & Startups | 4 | 4 |
| Content | 3 | 3 |
| Developer | 3 | 3 |
| Healthcare & NEMT | 3 | 3 |
| Legal | 3 | 3 |
| Construction & Trades | 3 | 3 |
| Insurance Agencies | 3 | 3 |
| Fitness, Wellness & Salons | 3 | 2 |
| Farms, Food & Beverage | 3 | 3 |
| Pet Care | 3 | 3 |
| Analytics | 2 | 2 |
Buying agents
- Agents need a paid plan: they run live, and the Free plan only runs Dry Runs. On Free the button says "Upgrade to use".
- Paid agents are a one-time purchase per workspace: press Buy on the card and pay through Stripe checkout. There's no subscription.
- Some agents are included with your plan: Pro and Business include 2, Elite includes 5, and Enterprise includes all of them. Included agents show "Included in your plan" and are yours without buying.
- Agents marked "Coming soon" can't be bought until they're available.
- Agents run on your own AI provider key, like every other AI step; model usage is billed by your provider.
Setting up an agent
- In Agents → My agents, press "Set up this agent". It creates the agent's workflow in your workspace, named after the agent, with its AI steps set to a model from the AI provider you connected. It counts towards your plan's workflow limit.
- The canvas opens with a setup checklist above it. Each item links to the exact place: Settings → AI Providers, the app to connect in Settings → Integrations, the step and field to fill in (e.g. the Slack channel), Dry Run, and the trigger's Activation panel.
- Items tick themselves off as you go: settings as soon as you fill them in, the rest when you come back to the canvas or after a Dry Run.
- Dry Run uses the agent's sample data (the trigger's "Sample data for Dry Run" box) and sends nothing.
- When every item is done and the trigger is on, the checklist says "Live — this agent is running". Follow its runs in History and in Analytics → Agents (runs, success rate, last run, AI cost).
- Already set up? My agents shows "Open workflow" and the setup progress instead.
Every agent has a step-by-step setup guide at /docs/agents/<agent id> (linked from the agent's Details in the app and listed below by category): what it does and doesn't do, the apps to connect, every setting to fill in, how its workflow runs, how to test it with Dry Run and how to switch it on.
How agents start
- From a webhook: your form, chat widget or app sends each new item to the trigger's webhook URL.
- On a schedule: for example every weekday morning, in the trigger's timezone.
- From an app event: something new in a connected app (a sheet row, a booking, a payment…). The app must be connected, and the trigger's Activation panel needs that account before "Activate app trigger" works. Steps read the event as {{trigger.<field>}}.
- Some agents also wait between steps (a Wait step, for follow-ups), repeat steps for each item of a list (For each item), or remember earlier conversations (Memory). See the Node reference for how these behave.
Model selection
| Model | Provider | Best for |
|---|---|---|
| Claude Haiku 4.5 | Anthropic | Fast and low-cost: classification, extraction, high-volume work. |
| Claude Sonnet 5.5 | Anthropic | Balanced: drafting, summarisation, multi-step reasoning. |
| Claude Opus 5.5 | Anthropic | Hardest problems: long context, complex code, deep planning. Slower and pricier. |
| GPT-4o mini | OpenAI | Fast and low-cost option (the default for new AI steps). |
| GPT-4o | OpenAI | General-purpose drafting and reasoning. |
| GPT-4 Turbo | OpenAI | Older strong model; kept for existing workflows. |
Bring your own key
Fluxo Flow doesn't include or resell AI usage. Connect your own AI provider key (OpenAI, Anthropic, Google Gemini and more) in Settings → AI Providers; every model call is billed to that provider account at their rates. A model is only usable once its provider is connected.
Building your own agent step
- There's no separate agent builder: add an Agent node on the canvas and set its prompts, model, temperature and tools.
- The built-in tool today is an HTTP request tool (call a URL with arguments the model fills in).
- Need memory, lookups, email or another workflow? Chain the Agent with Memory, Retriever, Output or Sub-workflow nodes.
Common errors & fixes
Output is too generic
Lower the temperature (0 = most consistent, 1 = most creative), add examples to the system prompt, or switch to a stronger model.
Agent makes up facts
Give it the facts: add a Retriever or HTTP step before it and include the results in the prompt, then tell it to only use the information provided. Add a Validator after it to check the output.
Output blocked unexpectedly
A Guardrail step may have matched a banned term or field. Open the Trace tab to see which step stopped the run.
Setup guides for every agent
219 agents in 30 categories. Each guide is generated from the agent's own workflow: what it does and doesn't do, what to connect, every setting to fill in, how to test it with Dry Run and how to switch it on.
Available Coming soon (waiting for an app's approval) Coming soon
Sales · 13
- Lead Generation & Sales AgentScores every inbound lead and routes hot ones to HubSpot and Slack instantly.
- Sales Follow-Up & Pipeline NurtureEvery weekday, finds the open HubSpot deals going quiet and drafts the follow-up for each.
- Speed-to-Lead ResponderMinutes after a new GoHighLevel contact: rated, tagged, a consent-checked first SMS or email, and hot leads in Slack.
- Lost Deal Win-BackWhen a GoHighLevel opportunity is lost, drafts a respectful win-back message and, once approved, sends it and starts your nurture.
- Meeting Prep BriefWhen someone books on Calendly, DMs you a one-page brief from their booking answers and HubSpot record.
- Deal-to-Contract SenderWhen a HubSpot deal reaches your contract stage, prepares your DocuSign envelope and sends it once a person approves.
- Signed Contract FilingWhen a DocuSign envelope is fully signed, files it in Notion, marks the HubSpot deal won and tells Slack.
- Duplicate Contact ReviewerChecks every new HubSpot contact for likely duplicates and suggests the merge in Slack.
- Salesforce Pipeline HygieneEvery Monday, a cleanup list per owner for opportunities with past close dates, no activity or missing fields.
- Salesforce Lead RouterRoutes each new Salesforce lead by your territory rules, round-robin within each pool, and DMs the rep.
- Price Change Notice WriterDrafts a personal notice for every customer affected by a price change and sends them after one batch approval.
- Sales Follow-Up & Pipeline Nurture for SalesforceEvery weekday, finds the open Salesforce opportunities going quiet and drafts the follow-up for each.
- Facebook Lead Ad ResponderEach new Facebook Lead Ads lead: a HubSpot contact, a Slack alert with its rating, and a personal reply from your Gmail, reviewed first unless you switch that off.
Marketing · 18
- Brand & Competitor Mention MonitorEvery morning, AI reads the news and alert feeds for your brand and competitors and posts what matters to Slack.
- SEO Rankings Review & Content Gap FinderWeekly AI review of your Search Console rankings, with content briefs filed to Notion.
- Email Drip Campaign ManagerSends each contact in your Notion list the next AI-personalized email of their sequence when it's due.
- Ad Performance ReviewerWeekly AI review of your Google, Meta and LinkedIn ad numbers against your targets.
- Client Report WriterMonthly: turns each client's KPI sheet into a client-ready report, saved in Notion and emailed after the account manager approves.
- Webinar Follow-UpAnswers attendees' questions, sends no-shows the replay, saves everyone in HubSpot and flags hot attendees.
- Creative Brief IntakeTurns each client request into a structured creative brief, files it as an Asana task and emails the client the open questions.
- Testimonial & Review RequesterTwo weeks after a deal is delivered, asks the customer for a testimonial, reminds them once and shares responses in #wins.
- Creative Brief Intake for TrelloTurns each client request into a structured creative brief on a Trello card and emails the client the clarifying questions.
- Creative Brief Intake for monday.comTurns each client request into a structured creative brief on your monday.com board and emails the client the clarifying questions.
- Newsletter From Recent PostsEvery Monday, your blog's posts from the last 7 days become a ready-to-paste newsletter draft in Notion. It never sends.
- Subscriber Re-engagementMonthly: subscribers inactive for 90 days get one re-permission email after you approve it, and Mailchimp tags show who came back and who didn't.
- Lead Magnet DeliveryEach Typeform signup for your freebie gets it by email from your Gmail; those who agreed to the newsletter are added to Kit and tagged by interest.
- Survey Insights to SegmentsEach Typeform survey response sorted into your interests and an intent, saved on the person's Klaviyo profile, with a weekly theme summary in Slack.
- Newsletter Growth ReportEvery Monday in Slack: your Mailchimp audience size and change, the week's sends, opens and clicks added up in code, and one suggestion.
- Google Review Live ResponderReads each new Google review live from your Business Profile, drafts a reply in your voice and posts it after approval; 1–3 star reviews alert your team in Slack.
- Abandoned Cart Recovery WriterAbandoned Shopify checkouts from opted-in shoppers get two reminders written for the products in the cart, sent through your Klaviyo flows, unless they ordered.
- Ad Budget Pacing GuardEvery morning your Google Ads and/or Meta Ads spend is projected to month-end in code and compared with your budget; over pace, you get a Slack alert.
Customer Support · 10
- Customer Support AgentTriages every support message, escalates urgent ones to Slack and drafts replies for approval.
- NPS & Feedback AnalyzerTurns every survey response into themes, churn alerts and promoter thank-yous.
- SMS Inbox AssistantReads every text to your Twilio number, finds the customer in HubSpot and drafts a reply for your approval.
- Telegram FAQ BotAnswers questions sent to your Telegram bot from your own FAQ, and hands anything unclear to a person.
- Outlook Inbox TriageSorts every new Outlook email, saves reply drafts in Outlook and pings Slack on urgent ones.
- Ticket SLA WatchEvery hour, escalates HubSpot tickets past your response or resolution targets to each owner in Slack, with a suggested next reply.
- Discord Community AssistantAnswers your Discord members' questions from your FAQ in a thread and flags bugs, spam and rule breaks to moderators.
- Customer Anniversary NotesEmails a personal thank-you on each customer's 1, 2, 5… year anniversary and tells the team which top accounts deserve a call.
- Case SLA Watch for SalesforceEvery hour, escalates Salesforce cases past your response or resolution targets to each owner in Slack, with a suggested next reply.
- Ticket SLA Watch for Microsoft TeamsEvery hour, escalates HubSpot tickets past your response or resolution targets in a Microsoft Teams channel, with a suggested next reply.
Operations · 28
- Meeting Notes AgentTurns meeting transcripts into structured notes in Notion and a recap with owners in Slack.
- Knowledge Base BuilderTurns docs, email threads and answered questions into reviewed knowledge-base articles in Notion.
- Operations & Admin Request DeskClassifies internal requests, gets approvals, logs them to a Notion queue and confirms to the requester.
- Document ProcessorClassifies document text, extracts the key fields and files invoices to Sheets and contracts to Notion.
- HR & Recruitment ScreeningScreens each application against your must-haves and drafts the next email for a recruiter to approve.
- Inventory & Restock MonitorChecks your inventory sheet every morning, flags low stock and drafts purchase orders for approval.
- Smart SchedulerReads a plain-language scheduling request and emails 3 real open times from your Calendly.
- E-commerce Returns AssistantChecks each return request against the Shopify order and your policy, and drafts the decision for approval.
- Cancellation Win-BackWhen a Calendly booking is canceled, drafts a no-pressure rebooking email with a one-time link.
- Overdue Task ChaserEach weekday morning, posts who has overdue or at-risk tasks in your Notion tasks database to Slack.
- Task Intake TriageWhen a ClickUp task is created, suggests priority and due date, rewrites a clear description and asks clarifying questions.
- Closed-Won HandoffWhen a HubSpot deal is won, writes the kickoff brief in Notion and alerts the delivery team.
- Form Intake ProcessorEach form response structured, filed in Notion, sent to the right Slack channel and confirmed by email.
- Internal Help Desk (Slack)Answers colleagues' questions in your Slack help channel from your Notion handbook page, hands requests to the right owner and logs every question.
- New Hire Onboarding CoordinatorAdd a new hire to your sheet: a first-week plan and checklist in Notion, a prep email to the manager, and a welcome on the start date.
- Daily Agenda BriefEvery weekday morning: today's meetings, who's who and open deals from HubSpot, and prep notes — in one Slack DM.
- Contract & Vendor Renewal WatcherWorks out every contract's notice deadline from Notion and alerts its owner in Slack at 60, 30 and 7 days, once per window.
- Holiday & Time-Off Coverage PlannerChecks the next 14 days of time off against your minimum cover and public holidays, suggests swaps and sends handover checklists.
- Supplier Onboarding PacketLists the documents your policy requires for each new vendor, files a Notion checklist, emails your secure upload link and chases what's missing.
- Licence, Certificate & COI Expiry TrackerFinds licences, certifications and insurance certificates expiring in 60, 30 or 7 days and drafts the right reminder for one batch approval.
- Client Approval ChaserSends a clear approval request for each proof, a firmer reminder after 2 business days and a “deadline at risk” alert in Slack.
- Friday Wins RoundupGathers the week's won deals, finished work, shout-outs and #wins posts into a short, warm roundup, posted after a manager approves.
- Closed-Won Handoff for SalesforceWhen a Salesforce opportunity is won, writes the kickoff brief in Notion and alerts the delivery team, once per opportunity.
- Closed-Won Handoff for PipedriveWhen a Pipedrive deal is marked won, writes the kickoff brief in Notion, alerts the delivery team and links it on the deal.
- Closed-Won Handoff for Zoho CRMWhen a Zoho CRM deal reaches Closed Won, writes the kickoff brief in Notion and alerts the delivery team, once per deal.
- Daily Agenda Brief for Outlook CalendarEvery weekday morning: today's Outlook meetings, who's who and open deals from HubSpot, and prep notes in one Slack DM.
- Overdue Task Chaser for Microsoft TeamsEach weekday morning, finds overdue and at-risk Notion tasks and posts a per-owner nudge list in a Microsoft Teams channel.
- Meeting Action Items for AsanaTurns each meeting transcript into notes in Notion and one Asana task per action item, assigned by email, with a recap in Slack.
Finance · 9
- Bookkeeping & Finance AgentCategorizes every transaction against your chart of accounts and sends the unclear ones to your bookkeeper.
- Invoice & Quote GeneratorTurn a one-sentence request into a checked invoice or quote, emailed after your approval.
- AR Follow-Up DraftsWeekly: reads your AR aging sheet and drafts friendly, firm or final reminders — nothing is sent until you approve the batch.
- Payment → CRM SyncEach QuickBooks payment logged on the right HubSpot company and deal, optionally moved to your paid stage, and posted to #wins.
- Month-End Close TrackerDuring close, every weekday: reads your Notion close checklist and posts who's late, what's blocked and what's left to Slack.
- Expense Claim CheckerChecks each expense claim against your written policy, gets the manager's approval, logs it to your sheet and tells the employee in Slack.
- Won Deal → Stripe InvoiceWhen a HubSpot deal is won, prepares the Stripe invoice for your approval, then creates, finalizes and sends it and notes it on the deal.
- Software Spend AuditMonthly: finds overlapping tools, unused seats, upcoming renewals and price rises in your subscriptions, and asks owners “still need it?”.
- AR Follow-Up Drafts for Microsoft ExcelWeekly: reads your AR aging table in Excel and drafts friendly, firm or final reminders, sent only after you approve the batch.
Content · 3
- Content Creation AgentTurns each brief into an SEO article, five social posts and a newsletter blurb, drafted in Notion for your editor.
- Short-Video Script & Storyboard WriterTopic or blog post → ready-to-film Reels, TikTok and Shorts scripts, storyboards, captions and a posting plan.
- Case Study DrafterTurns end-of-project feedback into a case-study draft in Notion and asks the client to approve the quote.
Analytics · 2
Developer · 3
- AI Pull Request ReviewerReviews each pull request's diff for bugs, security issues and missing tests, and comments on GitHub.
- Deploy Approval & Release NotesRelease notes and a risk check for every production build, a human approval, then your deploy is triggered.
- Vendor Release WatchSummarises each new vendor release and flags breaking changes that touch your stack in Slack.
Banking & Compliance · 5
- KYC & AML Screening AssistantPre-reviews every onboarding file against your KYC policy and queues it for a compliance officer.
- Fraud & Transaction Risk MonitorScores every transaction against your fraud rules and holds high-risk ones for an analyst.
- Regulatory Filing Draft AssistantDrafts SAR, CTR and other filings from your case data for a compliance officer to review and file.
- Loan Underwriting AssistantTurns each application into an underwriting summary for your underwriter. Not a credit decision.
- Bank & Payout Reconciliation AgentMatches bank or payout lines to your ledger and sends exceptions for sign-off.
Healthcare & NEMT · 3
- NEMT Dispatch PlannerBuilds tomorrow's run sheets from your trip sheet and driver roster; a dispatcher approves before drivers see them.
- NEMT Claims Prep & Eligibility CheckChecks every completed trip against your billing rules before it's billed.
- Driver Compliance MonitorChecks driver credentials every morning and proposes dispatch holds for a manager to confirm.
Real Estate & Property · 6
- Listing & CMA GeneratorYour comps in, an adjusted CMA, price range and listing copy out, saved to Notion.
- Showing Coordinator & Buyer Follow-UpProposes showing times, scores post-showing feedback and flags hot buyers.
- Tenant Application OrganizerOrganizes each rental application against your written criteria for your decision.
- Maintenance Request TriageEvery tenant request classified by trade and urgency, emergencies sent to on-call in Slack, a Notion work order filed and the tenant acknowledged.
- Lease Renewal PlannerMonthly: drafts renewal offers by your own rent rule for leases ending in 60–90 days — sent only after you approve the batch.
- Coworking Tour Follow-UpAfter each tour: the best-fit plan from your pricing sheet, a follow-up with your day-pass offer, a HubSpot deal and a second nudge 4 days later.
Legal · 3
- Contract Review & Redline AgentFirst-pass review against your Notion playbook page: issues, risk levels and suggested redlines.
- Legal Document DrafterFills your approved templates from a brief and marks every point to confirm.
- Legal Intake & Conflict CheckOrganizes every inquiry, screens all parties against your conflict list, drafts the engagement letter.
Freight & Logistics · 5
- Load Board PosterTurns each new McLeod order into a Truckstop load post with a suggested rate, posted once a broker approves it.
- Lane Quote ResponderPrices each shipper quote request from a Truckstop rate estimate plus your margin and drafts the quote email for approval.
- Carrier Packet CheckerChecks each new carrier setup against FMCSA public data and your blocked list, and flags problems to Slack.
- Rate Confirmation DrafterWhen a load is booked in your sheet, drafts the carrier rate confirmation with your terms and emails it after approval.
- Check-Call ChaserEvery 2 hours, finds in-transit McLeod loads with no recent check call and texts the driver for an ETA once you approve.
Field Services · 7
- Service Request IntakeClassifies each web or ad lead by job type and urgency, sends it to ServiceTitan's booking queue and alerts Slack on emergencies.
- Job-Done Review RequestWhen a Housecall Pro job is invoiced, texts the customer a personal thank-you with your Google review link at a good time.
- Estimate ChaserEach weekday morning, finds open estimates due a follow-up in your sheet and drafts a tailored email for each.
- Cleaning Job Quality CheckChecks each crew end-of-visit form against your checklist — issues go to a supervisor first, clean visits get a done email and a review request.
- Pre-Visit Prep InstructionsEmails each booked customer how to prepare — in your prep sheet's own wording — and reminds them the day before with the arrival window.
- Weather Reschedule NotifierEvery afternoon: tomorrow's forecast per service area against your limits, reschedule notes for affected jobs after one approval, and a crew notice.
- Service Request Intake for JobberClassifies each web or ad lead by job type and urgency, adds the client and a request in Jobber, alerts Slack and emails the customer.
Recruiting & Staffing · 5
- Candidate Status UpdatesWhen a candidate moves stage or is rejected in Greenhouse, drafts a warm personal update for a recruiter to approve.
- Interview Prep BriefBefore each interview, DMs every interviewer a brief on the candidate with job-related suggested questions.
- Recruiting Pipeline DigestWeekly Slack digest of open job orders and new candidates from Bullhorn: stuck roles, gaps and next actions.
- Job Order Intake & ShortlistTurns a client's job request into a Bullhorn job order and sends the recruiter a ranked candidate shortlist.
- Job Post & Interview Scorecard WriterTurns a hiring manager's intake into an inclusive job post, an interview scorecard and screening questions, checked for exclusionary language.
E-commerce & Retail · 14
- VIP & Risky Order AlertScores every new Shopify order: VIPs are tagged and celebrated, suspicious ones are tagged and held for a person.
- Order Status DeskAnswers “where is my order?” messages from the real Shopify status and tracking, with a person approving each reply.
- Failed Payment RecoveryOn each failed Stripe invoice payment, emails a friendly reminder matched to the attempt and decline reason, with the payment link.
- Daily Sales DigestEvery morning, yesterday's Stripe payments and refunds in Slack: gross, refunds and net, top customers, failures and anything unusual.
- Wholesale Order → InvoicePrices each B2B order from your wholesale list and, once approved, sends the Square invoice.
- Print-on-Demand Order WatchPrintful orders that fail, go on hold or sit in production for 7 days are alerted in Slack, with a customer update drafted for your approval.
- Shipping Delay NotifierEach shipped order is tracked with Shippo: delivery problems and missed promised dates get an apology with the carrier's new ETA, after your approval.
- Influencer Outreach DrafterEach creator you add to your outreach sheet gets a personal email you approve, sent from your Gmail, one follow-up if they don't reply, and a status in the sheet.
- Post-Purchase Review & Cross-Sell14 days after a Shopify order, opted-in customers get a review request with one related product from your catalog, through your Klaviyo flow.
- Back-in-Stock NotifierTwice a day, your waitlist sheet is checked against Shopify stock, and everyone waiting for a product that's back gets one email from your Gmail.
- Product Launch Social KitA new product in, a launch post for Bluesky, Mastodon, Threads, your Facebook Page and LinkedIn plus an email teaser out, posted after you approve.
- eBay Buyer Message AssistantUnread eBay buyer messages get a reply drafted from your store policies every 15 minutes; you approve them, and they're sent in the same eBay conversation.
- Marketplace Price WatchEvery morning your price sheet and Shopify products are compared by SKU in code; any SKU with different prices is posted to Slack. It never changes a price.
- Amazon Review Request SenderEvery day, each recent Amazon order that Amazon says is eligible gets Amazon's own “Request a Review”, counted in code and summarised for you.
Hospitality & Events · 6
- Guest Review ResponderDrafts a public reply in your voice for every review in your sheet, alerts the manager about bad ones, and nothing goes out unapproved.
- Event & Group Inquiry ResponderEvery event inquiry gets 2–3 fitting packages with a quote range from your sheet, a proposal for approval and a HubSpot deal.
- Shift Swap CoordinatorReads swap requests in Slack, checks them against your rota and rules, gets the manager's OK, then confirms and logs them.
- Pre-Shift BriefEvery day before service: covers, VIPs, allergies, events, specials, 86'd items and open shifts, posted to Slack.
- Tour Weather Go/No-GoThe evening before: the forecast at each meeting point against your activity limits, every call approved by the lead guide, then the right email to every guest.
- Wedding & Event Milestone NudgerWeekly: client nudges for milestones coming due and vendor confirmations a week out, from your Notion events and template — sent after one batch approval.
Education & Training · 7
- Enrolment Inquiry ResponderAnswers each enrolment inquiry from your programme FAQ, offers the right next step and logs a HubSpot lead and admissions task.
- Student Progress NotesDrafts a warm guardian update per student from your gradebook; the teacher approves the batch, then it emails guardians and files a page per class.
- Absence Follow-UpEvery school day: a kind check-in to the guardian for each unexplained absence, sent after office approval, plus a Slack list of 3+ days in a row.
- Completion Certificate SenderEach learner added to your Completed sheet gets a personalised certificate as a Google Doc, emailed with a view-only link.
- Lesson Practice PlanThe teacher's one-minute lesson log becomes a day-by-day practice plan for the guardian, then a mid-week encouragement with one tip.
- Course Student OnboardingEach new Teachable student gets a personal welcome, and a week later a check-in matched to their real progress in the course.
- Course Completion UpsellEvery day: students who just finished a Teachable course (found in code) get a congratulations and your next-course offer, after your approval.
Nonprofit · 6
- Donor Thank-You WriterEvery new gift gets a personal thank-you with your receipt wording, a HubSpot gift note and a “call this donor” alert for major gifts.
- Volunteer Shift CoordinatorEach volunteer sign-up matched to an open shift, confirmed by email with where, when and what to bring, and reminded the day before.
- Grant Deadline Tracker & First DraftWeekly grant deadlines, owners and missing pieces in Slack — plus a first-draft narrative on each grant due within 21 days, from your own facts.
- Lapsed Donor Re-engagementMonthly personal notes to donors whose last gift was 12–24 months ago — sent only after your development lead approves the batch.
- Donor Thank-You Writer for StripeEach Stripe donation gets a personal thank-you with your receipt wording, a HubSpot gift note and a Slack alert for major gifts.
- Donor Thank-You Writer for SquareEach Square donation gets a personal thank-you and a HubSpot gift note; in-person gifts without an email are listed in Slack for a handwritten note.
Construction & Trades · 3
- Subcontractor Bid LevelerLevels your subs' bids for a package — scope gaps, exclusions, outliers and questions per sub — in a Notion page and a Slack summary.
- Daily Site LogEach foreman's daily report becomes a clean Notion log — and delays or safety issues go straight to the PM in Slack.
- Change Order DrafterField change requests turned into change orders priced from your own rate sheet — approved by your PM, then sent to the client for sign-off.
Insurance Agencies · 3
- Policy Renewal Check-InWeekly: finds policies renewing in 30–60 days and drafts a “what's changed?” check-in. Nothing is sent until the producer approves the batch.
- Claim Intake (First Notice of Loss)Each claim form becomes an organised FNOL ticket in HubSpot, the insured gets your approved acknowledgement, and injuries or large losses alert Slack.
- Quote Submission OrganizerChecks each quote request against your required-info list, drafts the missing-info email and a carrier-ready submission, and logs them in HubSpot once the producer approves.
Fitness, Wellness & Salons · 3
- New Member OnboardingA personal welcome with a first-week plan, a day-3 check-in and a two-week “book a session” email, each written from the member's own answers.
- Membership Cancellation SaverReads why a member is leaving, suggests one fitting alternative (or none), and sends a respectful reply after staff approve it.
- Appointment Reminder TextsTexts each Calendly booking a reminder 24 hours before, with the local time and reschedule link, skipping canceled bookings.
Professional Services · 5
- Client Document ChaserWeekly: drafts a polite reminder per client listing exactly which documents are still outstanding. Nothing is sent until you approve the batch.
- Proposal & SOW DrafterWhen a HubSpot deal reaches Proposal, drafts the proposal and SOW from the deal notes and your Notion rate card, and posts the link in Slack.
- Timesheet Chaser & Utilisation DigestFriday afternoon: DMs everyone short on hours in Slack and posts utilisation and over-budget projects for managers.
- Translation Quote BuilderPrices each translation request from your own rate card, flags certified, legal or medical work and emails the quote after your PM approves.
- Coaching Session Recap & AccountabilityTurns session notes into a client recap with commitments, adds it to their Notion page after you approve, then sends a check-in and a prep prompt.
Automotive · 5
- Open Recall CheckerChecks every customer vehicle against NHTSA's public recall list, alerts your advisor and drafts a plain-words heads-up for approval.
- Repair Estimate ExplainerTurns the tech's notes into a plain-words estimate grouped Safety now / Soon / Can wait — approved by your advisor, prices untouched.
- Service Due RemindersWeekly: finds vehicles due for service within 21 days by your own interval rules and emails personal reminders after one batch approval.
- Dealership Internet Lead ResponderAnswers website leads from your inventory sheet with two test-drive times, hands finance questions to a person and logs the deal in HubSpot.
- Vehicle Ready Pickup TextTexts opted-in customers that their vehicle is ready — total, pay link, pickup hours — and emails everyone else.
Community, Faith & Civic · 7
- First-Time Guest Follow-UpEvery connect card gets a warm welcome in your voice, prayer and call requests go privately to pastoral care, and a newcomers' invitation follows 6 days later.
- Sermon → Small-Group GuideSunday's sermon becomes a summary, discussion questions, a prayer prompt, a newsletter blurb and social posts — approved by the pastor before leaders see it.
- HOA Architectural Request OrganizerEach architectural request checked against your guidelines' required items, the applicable rules quoted, logged in Notion with a review-by date — the committee decides.
- PTA Fundraiser Progress UpdateWeekly during a campaign: class totals and sponsors become an upbeat progress update with a class leaderboard, approved by the committee and emailed to parents.
- Reader's Advisory PicksA patron's “what should I read next?” becomes 5 personal picks your library owns, with call numbers, approved by a librarian and emailed.
- Resident Question & Permit Info DeskAnswers residents only from your published information with the official link, logs records and service requests for staff, and holds anything case-specific for a person.
- Game-Day Weather CallGame-day mornings: the forecast at each field against your league's weather policy, every call approved by the director, then emails to coaches and team lists.
Creators & Studios · 13
- YouTube Comment DigestEvery morning: your new YouTube comments sorted into questions, ideas, praise and spam, with reply drafts in your voice and ideas filed in Notion.
- Brand Deal Inquiry TriageEvery brand inquiry checked for scam signs and missing terms, quoted from your rate card, logged in Notion and answered only after you approve.
- Podcast Episode Promo KitEach episode's transcript turned into show notes, chapters, verbatim quotes, social posts and a guest share email — saved in Notion.
- Gallery Delivery & Print Follow-UpMark a Notion session “Gallery delivered” and the client gets a delivery email with your print offers, then a reminder 10 days later unless they've ordered.
- Custom Order Quote BuilderCustom order requests priced from your own pricing sheet, checked against your capacity, and emailed once you approve the quote.
- Photo Session Prep GuideEvery Calendly booking gets a prep guide from your style guide (what to wear, timeline, what to bring), then a reminder with the meeting spot 2 days before.
- Gumroad Sale Welcome & Delivery CheckEvery new Gumroad sale gets a personal welcome with tips for that product; buyer emails that look mistyped are flagged to you in Slack instead.
- License Key Support Desk“My license key doesn't work”: the key is checked with Gumroad and the right reply drafted for its state; refunds and edge cases wait for you.
- Affiliate Payout CalculatorMonthly: each affiliate's sales and commission from your sales sheet, totals checked in code, a statement per partner after your approval. It never pays anyone.
- Sponsor Deliverables TrackerYour brand-deal deliverables in Notion: Slack reminders from 3 days before each due date, then a proof-of-post email to the sponsor, after your approval.
- Community Member SpotlightOnce a week: AI picks a helpful member from your Discord channel's messages and drafts a spotlight post and a newsletter blurb; posted after your approval.
- Patreon New-Member WelcomeEach new Patreon member gets a personal welcome for their tier with a checklist of its perks, by Gmail and/or a Discord channel welcome.
- Patreon Churn SaverWhen a Patreon payment is declined or a pledge ends, a kind win-back note with your one-question survey goes out after your approval; reasons are counted weekly in Slack.
SaaS & Startups · 4
- Trial Activation NudgerWelcomes every trial with their first “aha” step, nudges on day 3 from your real usage data and sends your final offer 2 days before the trial ends.
- Customer Changelog WriterEach GitHub release rewritten for customers, drafted in Notion and announced in Slack once your PM approves. Internal items dropped, nothing invented.
- Feature Request RouterEvery #feedback message counted on the roadmap: customer plan and ARR from HubSpot, added to the matching Notion item or a new Triage item, with a link in the thread.
- Incident Comms DrafterEngineers' raw incident updates turned into calm customer status updates the incident commander approves, plus a postmortem draft in Notion once it's resolved.
Farms, Food & Beverage · 3
- Frost & Heat AlertEvery afternoon: the next 48 hours for each field or greenhouse against your frost and heat limits by crop and stage, with your playbook steps when it matters.
- Club Release NotifierOne run per release: a personal email for every wine, beer, coffee or cheese club member — their items, a pairing, the swap-or-skip deadline — approved as one batch.
- CSA Box NewsletterWeekly: this week's harvest and farm notes become a newsletter with storage tips and 2 recipes, approved by the farmer and sent with each member's own pickup line.
Pet Care · 3
- Pet Care Due-Date RemindersWeekly: turns your practice software's reminders export into friendly emails in your own wording — sent after one front-desk approval.
- Boarding & Daycare Intake CheckerChecks every booking form against your requirements, asks owners for exactly what's missing, confirms the rest and briefs kennel staff.
- Grooming Rebook NudgeWeekly: finds pets due for their next groom within 10 days and emails owners a short personal nudge after one batch approval.
Related guides
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