Templates Marketplace

Ask for missing certificates and delivery notes on a schedule.

A task lists what is still outstanding, drafts the follow-up, and leaves proof in Logs.

Answer “where is my order?” from the record, not a blank prompt.

The Work is attached to order data. The agent answers from that, then writes what it said into Logs.

The same checklist every time: accounts, access, and a logged handoff.

A Work holds the process. Tasks fire the reminders. Admins see who completed what in Logs.

Draft the follow-up from notes, then prove what was sent.

Notes and files sit on the Work. The agent drafts. You send. Logs keep the copy.

Know which of your regular customers have stopped buying.

A scheduled task compares recent orders to your regular customer list. The report lands on a Work, and Logs show who dropped off and when.

Turn a Google or Microsoft mail into a Work item, not a lost thread.

Uses the connected mailbox only for the feature you asked for. Creates a Work and proposes the next step.

A morning summary of orders, invoices, and exceptions that already ran.

Scheduled on the project plan. The digest is a Work with skills for what to include.

Reply from customer history with an audit trail.

Skills tell the model which fields it may use. Every answer is searchable in Logs.

Find unpaid invoices, draft the chase, and log who was asked.

A scheduled task pulls open invoices, an approved model drafts the reminder, and Logs keep the trail.

Turn voicemail transcripts and WhatsApp messages into a sales order, with Logs of the source.

Drop the transcript or message on the Work. An approved model fills the order fields you allow, and Logs keep what came in and what was written.

Turn inbound mail into a sales order on the Work, with Logs of what was captured.

The Work holds the order process. An approved model reads the email, fills the fields you allow, and Logs keep the source and the result.