Blueprints
Pre-configured project templates with agents, tasks, and workspace files. Clone one to get started quickly.
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Project Manager
An organised and dedicated project manager
James HerringNetwork Nurture - Pipedrive
Enriches new contacts from forwarded emails, checks Pipedrive for existing relationships, and sends personalised follow-ups on your behalf (CCing you).
Network Nurture - Salesforce
Enriches new contacts from forwarded emails, checks Salesforce for existing relationships, and sends personalised follow-ups on your behalf (CCing you).
Network Nurture - HubSpot
Enriches new contacts from forwarded emails, checks HubSpot for existing relationships, and sends personalised follow-ups on your behalf (CCing you).
Network Nurture - Pipedrive + Gmail
Enriches new contacts from forwarded emails, checks Pipedrive for existing relationships, and drafts personalised follow-ups via Gmail.
Network Nurture - Salesforce + Outlook
Enriches new contacts from forwarded emails, checks Salesforce for existing relationships, and drafts personalised follow-ups via Outlook.
Network Nurture - HubSpot + Gmail
Enriches new contacts from forwarded emails, checks HubSpot for existing relationships, and drafts personalised follow-ups via Gmail.
Knowledge Curator - Slack
Extracts lessons learned from forwarded engagement summaries and Slack discussions, compiles them into reusable knowledge artifacts.
Knowledge Curator - Notion
Extracts lessons learned and reusable frameworks from engagement wrap-ups and stores them in a Notion knowledge base.
Utilization Tracker - Teams
Compiles weekly capacity snapshots from Teams activity, flags under/over-utilization, and sends reports via email.
Utilization Tracker - Slack
Compiles weekly capacity snapshots from Slack activity, flags under/over-utilization, and sends reports via email.
Proposal Scout - Pipedrive
Researches companies from inbound leads and RFPs forwarded to the agent, checks Pipedrive for existing relationships, and drafts proposal outlines.
Proposal Scout - Salesforce
Researches companies from inbound leads and RFPs forwarded to the agent, checks Salesforce for existing relationships, and drafts proposal outlines.
Proposal Scout - HubSpot
Researches companies from inbound leads and RFPs forwarded to the agent, checks HubSpot for existing relationships, and drafts proposal outlines.
Contract Sentinel - Salesforce + Slack
Monitors Salesforce for approaching contract end dates, flags scope creep, and sends renewal outreach on your behalf (CCing you).
Contract Sentinel - HubSpot + Slack
Monitors HubSpot for approaching contract end dates, flags scope creep, and sends renewal outreach on your behalf (CCing you).
Contract Sentinel - Salesforce + Outlook + Slack
Monitors Salesforce for approaching contract end dates, flags scope creep, and drafts renewal outreach via Outlook.
Contract Sentinel - HubSpot + Gmail + Slack
Monitors HubSpot for approaching contract end dates, flags scope creep, and drafts renewal outreach via Gmail.
Meeting Wingman - Outlook Calendar
Preps briefing docs before meetings using Outlook Calendar and Salesforce, and sends action items on your behalf (CCing you).
Meeting Wingman - Google Calendar
Preps briefing docs before meetings using Google Calendar and HubSpot, and sends action items on your behalf (CCing you).
Meeting Wingman - Microsoft 365
Preps briefing docs before meetings using Outlook Calendar and Salesforce, and distributes action items after via Outlook.
Meeting Wingman - Google Workspace
Preps briefing docs before meetings using Google Calendar and HubSpot, and distributes action items after via Gmail.
Status Reporter - GitHub + Slack
Aggregates GitHub project updates every Friday, compiles weekly status reports, and distributes them via Slack and email.
Status Reporter - Linear + Slack
Aggregates Linear project updates every Friday, compiles weekly status reports, and distributes them via Slack and email.
Status Reporter - Jira + Slack
Aggregates Jira project updates every Friday, compiles weekly status reports, and distributes them via Slack and email.
Client Pulse Monitor - Pipedrive
Scans Pipedrive for clients with no activity in 7+ days, sends check-in emails on your behalf (CCing you), and alerts your team on Slack.
Client Pulse Monitor - Salesforce
Scans Salesforce for clients with no activity in 7+ days, sends check-in emails on your behalf (CCing you), and alerts your team on Slack.
Client Pulse Monitor - HubSpot
Scans HubSpot for clients with no activity in 7+ days, sends check-in emails on your behalf (CCing you), and alerts your team on Slack.
Client Pulse Monitor - Pipedrive + Gmail
Scans Pipedrive for clients with no activity in 7+ days, drafts check-in emails via Gmail, and alerts your team on Slack.
Client Pulse Monitor - Salesforce + Outlook
Scans Salesforce for clients with no activity in 7+ days, drafts check-in emails via Outlook, and alerts your team on Slack.
Client Pulse Monitor - HubSpot + Gmail
Scans HubSpot for clients with no activity in 7+ days, drafts check-in emails via Gmail, and alerts your team on Slack.
Travel Assistant - Outlook Calendar
Researches destinations, builds itineraries, and syncs trips to Outlook Calendar. Remembers your travel preferences.
Travel Assistant - Google Calendar
Researches destinations, builds itineraries, and syncs trips to Google Calendar. Remembers your travel preferences.
Pipeline Guardian - Pipedrive
Watches every deal in your Pipedrive pipeline. Triggers on new deals and runs daily scans for stalled momentum.
Pipeline Guardian - Salesforce
Watches every deal in your Salesforce pipeline. Triggers on opportunity changes and runs daily scans for stalled momentum.
Pipeline Guardian - HubSpot
Watches every deal in your HubSpot pipeline. Triggers on deal stage changes and runs daily scans for stalled momentum.
Project Manager - GitHub + Notion
Tracks GitHub issues in real-time via triggers, flags risks, and writes sprint status reports to Notion.
Project Manager - Jira + Teams
Tracks Jira issues in real-time via triggers, flags risks, and posts daily standup reports to Microsoft Teams.
Project Manager - Linear + Slack
Tracks Linear issues in real-time via triggers, flags risks, and posts daily standup reports to Slack.
Project Manager - GitHub + Slack
Tracks GitHub issues in real-time via triggers, flags risks, and posts daily standup reports to Slack.
Personal Assistant - Google Calendar + Notion
Manages your tasks and notes in Notion, tracks calendar commitments, and compiles daily planner pages. Uses Notion as the central productivity hub.
Personal Assistant - Microsoft 365
Manages your tasks, tracks commitments, and learns your patterns. Uses Outlook, Teams, and Todoist.
Personal Assistant - Google Workspace
Manages your tasks, tracks commitments, and learns your patterns. Uses Google Calendar, Gmail, and Todoist.
AI CFO - FreshBooks
Tracks burn rate, models runway scenarios, and surfaces financial risks using FreshBooks data. Always-on financial intelligence.
AI CFO - Xero
Tracks burn rate, models runway scenarios, and surfaces financial risks using Xero data. Always-on financial intelligence.
AI CFO - QuickBooks
Tracks burn rate, models runway scenarios, and surfaces financial risks using QuickBooks data. Always-on financial intelligence.
Lead Interceptor - Pipedrive + Gmail
Triggers instantly when a new deal lands in Pipedrive, responds via Gmail with contextual messages, and qualifies through conversation.
Lead Interceptor - Salesforce + Outlook
Triggers instantly when a new lead lands in Salesforce, responds via Outlook with contextual messages, and qualifies through conversation.
Lead Interceptor - HubSpot + Gmail
Triggers instantly when a new contact lands in HubSpot, responds via Gmail with contextual messages, and qualifies through conversation.
GTM Intelligence Loop - HubSpot + Notion
Tracks go-to-market experiments, analyses results, and writes learnings and weekly digests to a Notion knowledge base.
GTM Intelligence Loop - Slack Reports
Tracks go-to-market experiments, analyses results, and builds compounding intelligence. Posts weekly digests to Slack.
GTM Intelligence Loop - Salesforce
Tracks go-to-market experiments, analyses results, and builds compounding intelligence. Reports via Salesforce.
GTM Intelligence Loop - HubSpot
Tracks go-to-market experiments, analyses results, and builds compounding intelligence. Reports via HubSpot.
Event Coordinator - Outlook + Teams
Triggers on new calendar events for instant logistics setup, and runs daily for reminders and RSVP tracking via Microsoft Teams.
Event Coordinator - Google Calendar + Slack
Triggers on new calendar events for instant logistics setup, and runs daily for reminders and RSVP tracking via Slack.
First Responder - Zendesk + Notion
Resolves routine Zendesk tickets using KB articles from Notion. Triggers instantly on new tickets and writes pattern summaries back to Notion.
First Responder - Freshdesk
Resolves routine support tickets in Freshdesk automatically. Escalates complex issues and gets smarter over time.
First Responder - Intercom
Resolves routine support conversations in Intercom automatically. Escalates complex issues and gets smarter over time.
First Responder - Zendesk
Resolves routine support tickets in Zendesk automatically. Triggers instantly on new tickets and runs periodic SLA audits.
Onboarding Concierge - Intercom + Notion
Guides new customers through onboarding via Intercom. Reads playbooks from Notion and writes customer progress tracking pages.
Onboarding Concierge - Slack
Guides each new customer through onboarding via Slack. Creates a dedicated channel, tracks milestones, and escalates blockers.
Onboarding Concierge - Zendesk
Guides each new customer through onboarding via Zendesk. Triggers on new user sign-ups, tracks milestones, and escalates blockers.
Onboarding Concierge - Intercom
Guides each new customer through onboarding via Intercom. Tracks milestones, sends nudges, and escalates to your team when needed.
Competitive Radar - Notion + Slack
Monitors competitor products, pricing, and positioning. Writes competitor profiles and change logs to Notion, posts alerts to Slack.
Competitive Radar - Email Briefs
Monitors competitor products, pricing, and positioning. Sends change alerts and weekly briefs via email.
Competitive Radar - Teams Alerts
Monitors competitor products, pricing, and positioning. Sends change alerts and weekly briefs to Microsoft Teams.
Competitive Radar - Slack Alerts
Monitors competitor products, pricing, and positioning. Sends change alerts and weekly briefs to Slack.
Autonomous SDR - Pipedrive + Gmail
Finds ICP-fit companies, enriches contacts, and sends personalised outreach via Gmail. Syncs pipeline to Pipedrive.
Autonomous SDR - Salesforce + Outlook
Finds ICP-fit companies, enriches contacts, and sends personalised outreach via Outlook. Syncs pipeline to Salesforce.
Autonomous SDR - HubSpot + Gmail
Finds ICP-fit companies, enriches contacts, and sends personalised outreach via Gmail. Logs everything to HubSpot.
Inbox Enforcer - Outlook
Triages your Outlook inbox, drafts replies, extracts action items, and sends you a daily digest. Responds to new emails in near-real-time via triggers.
Inbox Enforcer - Gmail
Triages your Gmail inbox, drafts replies, extracts action items, and sends you a daily digest. Responds to new emails in near-real-time via triggers.
GitHub Contributor
Contributes to github projects with meaningful and impressive pull requests
James HerringCompetitor Radar
Regular scans for competing businesses, and tracks changes in their pricing and business model
James HerringPersonal Assistant
A personal assistant agent with its own email and identity. Forward it and cc/bcc it on emails and it will digest, organise, and act accordingly. Includes calendar management and highlights important emails each morning at 8:30am.
James Herring