Agent templates

AI Agency Account Manager

aka “Account Manager”

Every client onboarded, every call written up, every report drafted, and every renewal seen coming.

• New clients chased for assets and access until onboarding is done
• Call notes and owned actions the moment the transcript lands
• A one-page report drafted for every client, every week
• Monthly: renewals coming up and clients going quiet

AI Content Marketer

aka “Content Marketer”

A week of posts in your voice, a newsletter, and the search gaps worth writing for.

• Monday: a week of LinkedIn and X drafts in your voice
• Wednesday: the newsletter drafted from what happened
• A new article turned into posts the day it goes live
• SEO and AI search gaps turned into topics

AI Customer Success Manager

aka “Customer Success Manager”

Tickets answered from your docs, failed payments rescued, and quiet accounts caught before they cancel.

• Support email answered from your own docs the moment it arrives
• A recovery email drafted the moment a payment fails
• Accounts going quiet flagged with a check-in ready
• Weekly: tickets handled, money recovered, and why people left

AI E-commerce Manager

aka “Ecommerce Manager”

Stock that never runs out, failed payments rescued, reviews collected, and checkout tested like a real shopper.

• A reorder drafted the moment a bestseller drops below its reorder point
• A recovery email drafted the moment a payment fails
• Your store walked like a difficult shopper twice a week
• Monday: the store report

AI Executive Assistant

aka “Executive Assistant”

Your inbox, calendar and commitments handled before you are awake.

• Mail triaged as it lands, replies drafted for your approval
• A one-page brief at 6:30 every morning
• A prep sheet minutes after a meeting is booked, notes the moment the transcript lands
• Sunday: the week ahead and anything slipping

AI Finance Manager

aka “Finance Manager”

Books kept daily, invoices chased politely, zombie subscriptions caught, and the numbers every Friday.

• Receipts in the ledger and payments reconciled every day
• Paid invoices taken off the chase list the moment the money lands
• Zombie subscriptions and price creep caught weekly
• Friday: cash, what is owed, spend, and the numbers with why

AI GTM Engineer

aka “GTM Engineer”

Pipeline built every weekday: leads researched, prospects audited, openers drafted, the CRM kept clean.

• Every form lead researched and scored within a minute of submitting
• A daily batch of prospects, each with a public signal audit and an opener
• People describing your problem online, with help-first replies drafted
• Friday: a pipeline report with what moved and what stalled

AI IT & Security Manager

aka “IT Security Manager”

Your site watched around the clock, backups proven, and the security basics fixed, in plain language.

• Uptime, SSL and errors checked every 15 minutes
• A real backup restore tested every week
• Every push scanned for leaked keys, with rotate steps within minutes
• Weekly: what is safe, what is not, and the exact fix

AI Local Marketing Manager

aka “Local Marketing Manager”

Every review gets a drafted reply, happy customers get asked for one, and the business gets found in Google and AI search.

• A reply drafted the moment a review notification arrives
• A review ask drafted the moment a customer pays or a job is done
• Where ChatGPT, Perplexity and Gemini recommend the business, checked weekly
• Monday: a client-ready report on reviews, rankings, AI visibility and ad spend

AI Office Manager

aka “Office Manager”

Contracts checked, applicants ranked, supplies reordered on time, and subscriptions kept honest.

• Contracts redlined and CVs scored the moment they land
• Applicants scored against your scorecard while you are hiring
• Reorders drafted before supplies run out
• Friday: the office report

AI Software Engineer

aka “Software Engineer”

Tickets turned into draft PRs it sees through review, every PR reviewed, errors triaged, and dependencies kept current.

• A tagged issue picked up and shipped as a tested draft PR
• Review comments and red CI on its own PRs fixed on the branch, tests green
• Every pull request reviewed minutes after it opens, never merged
• A new production error traced to its deploy and suspect line within minutes
• Weekly: dependency upgrades prepared and docs kept honest

Agent Overseer

Oversight for the agents you already run. It samples their recent outputs, grades quality against each agent's own job spec, audits for performance drift, and delivers one weekly memo you review: grades with the evidence, what is slipping, and proposals it never applies itself.

Resume Screening Agent

aka “Applicant Screener”

Every CV scored against the same written scorecard the moment it lands. Ranked candidates and drafted advance/reject emails ready each evening, reasoning documented per candidate.

Automation Scout

Automation discovery that starts from your real work instead of a workshop: it watches the exhaust of your week for repetitive patterns and the recurring routines you stopped noticing. Proposals arrive with the workflow described, the cadence it fires on, a draft task definition, and past occurrences as evidence, and nothing runs until you approve.

Backup Recovery Testing Agent

aka “Backup Verifier”

Proves your backups actually restore. A real restore every week into a scratch space, integrity verified, so you find out before disaster does, not during.

Client Onboarding Agent

aka “Client Onboarder”

Chases assets, access, and answers until the checklist is done. New clients welcomed the moment they land, nudges drafted, the owner told only what needs them.

Contract Review & Redlining Agent

aka “Contract Redliner”

Drop a contract in the inbox and get back a risk summary and a redline draft checked against your standard positions, before you pay a lawyer to read it.

Inbox Manager

Inbox triage as mail lands or every 30 minutes: urgent flagged, newsletters archived, replies drafted, nothing ever auto-sent

Infrastructure Audit Agent

aka “Infra Guardian”

One agent that keeps your whole setup honest: costs not drifting, backups fresh and restorable, no single points of failure, and a real answer to "what happens if this breaks?". Graded weekly against your standards, with the gap and the fix on each. It watches; it never touches production.

KPI Reporter

Friday afternoon: what happened to your numbers, why, and what to do, with anomalies flagged mid-week

Leak Canary

Privacy and security monitoring that names names: a unique email alias per vendor, watched around the clock, so the day spam or phishing arrives you know exactly which vendor leaked or breached your data. Full-header evidence, immediate alerts, and a vendor trust ledger that grows with every signup.

Security Hygiene Audit Agent

aka “Security Hygiene Auditor”

The boring security checks nobody runs, run monthly: leaked credentials, email auth, MFA gaps, dependency alerts on your own assets, each with the exact fix.

Website Uptime Monitoring Agent

aka “Site Watchdog”

Knows your site is down before your customers do. Uptime, SSL, errors, and CVEs watched around the clock

Inventory Monitoring Agent

aka “Stock Watchdog”

Never runs out, never over-orders. Projects stockout dates from real sales velocity, drafts reorders inside the lead-time window, and watches supplier prices.

Vacation Cover

Vacation coverage that runs to your rules: inbox triage inside the envelope you set, a holding reply and a tidy queue for everything else, escalation to your named backup for anything over threshold. A check-in ping on your cadence keeps it live, and two missed check-ins drop it to draft only until the owner is back.

Ad Spend Monitoring Agent

aka “Ad Spend Watchdog”

Watches your ad accounts for money burning wrong (CPA spikes, broken tracking, disapproved ads) and tells you only when something changed.

AI Search Visibility Tracking Agent

aka “AI Visibility Tracker”

Tracks whether ChatGPT, Claude, Perplexity, Grok and Gemini mention your business when buyers ask, how often, and which sources they cite, week over week

Content Repurposing Agent

aka “Content Repurposer”

Drop in one blog post or video and get a platform-native week of content drafts back in your review folder

Social Media Ghostwriting Agent

aka “Ghostwriter”

Writes social posts that actually sound like you. Learns your voice from what you have already published, turns your raw ideas and notes into LinkedIn and X drafts, and gets more like you with every edit you make.

Newsletter Writer

Writes your newsletter for you. Gathers what happened since the last issue, drafts it in your voice for approval, and holds a steady cadence so your audience actually hears from you.

Reputation Manager

Every review gets a drafted reply within the hour, every brand mention seen, sentiment digested weekly

Customer Review Request Agent

aka “Review Requester”

Turns happy moments into reviews. Catches a delivered order or a resolved ticket, drafts a platform-compliant ask at the right time, never bugs the same person twice.

SEO Monitoring Agent

aka “SEO Watchdog”

Daily technical SEO audits and a weekly ranking brief, deltas only, with three content suggestions a week

Application Security Review Agent

aka “Appsec Reviewer”

The security holes already sitting in your codebase (injection, broken auth, leaked secrets, unsafe data flows) found, ranked by exploitability, and explained with the fix. Your code only, read-only, propose-only.

Dependency Upgrade Agent

aka “Dependency Upgrader”

Outdated and vulnerable dependencies caught, the upgrade prepared and tested on a branch, the changelog risk spelled out. A draft PR you merge, never one that merges itself.

Engineering Weekly Report Agent

aka “Eng Pulse”

Friday afternoon: what engineering shipped, what's stuck and why, and where the delivery risk is. One honest read of the team's week, pulled from the tools, not a status meeting.

Incident Triage Agent

aka “Incident Triager”

New production errors triaged the moment they spike: grouped, blamed on the deploy that likely caused them, root-cause hypothesis and the suspect file:line attached, so you debug from a lead, not a wall of stack traces.

Automated Code Review Agent

aka “PR Reviewer”

Every pull request reviewed within minutes of opening for correctness, security, and your team's conventions, with findings ranked and drafted for your call. It never approves, never merges.

Ticket To PR

Tag a ticket and it's picked up, implemented on a branch, tested, and opened as a draft PR linked back to the issue. The work you'd hand a junior, done overnight and waiting for your review. It never merges, and it only touches work you've tagged.

Bookkeeper

Forward a receipt and it's in the ledger. Daily reconciliation, weekly spend summary, monthly close

Investor Update Writer

The monthly investor update, drafted for you. Numbers pulled, month-over-month, highlights and lowlights reported straight, subject lines ready. You review and send.

Invoice Chaser

Gets your invoices paid. Watches what is owed, drafts polite escalating reminders for your approval, flags anything overdue, and reconciles payments as they land so your cash flow stays current.

Failed Payment Recovery Agent

aka “Payment Rescuer”

Failed payments caught the moment they fail, recovery emails drafted, recovered revenue reported to the cent. Involuntary churn stops being invisible.

SaaS Subscription Audit Agent

aka “Subscription Auditor”

Zombie SaaS and price creep, caught and cancelled. Every recurring charge audited weekly, cancellation drafts ready, real savings tallied to the cent.

Tax Preparation Agent

aka “Tax Pack Preparer”

The accountant handoff, assembled while you sleep. Receipts chased, entries categorized, a clean quarterly pack exported and ready to send.

RFP & Tender Monitoring Agent

aka “Bid Catcher”

Watches public tenders, RFP feeds, and grant programs for work you can actually win, scored against your capabilities, deadline-tracked, response skeleton drafted.

CRM Data Hygiene Agent

aka “CRM Keeper”

Keeps your CRM honest and your deals moving. Logs every call and email against the right contact, flags deals that have gone quiet, and drafts the next follow-up so nothing slips between the cracks.

Social Listening & Lead Generation Agent

aka “Demand Scout”

People describing your problem, found daily across Reddit, HN, and X, with a help-first reply drafted for each, ready to post.

Lead Capture & Qualification Agent

aka “Lead Catcher”

Every new lead researched, scored against your ICP, and written to the CRM within minutes

Sales Prospecting Research Agent

aka “Outreach Researcher”

A reviewed queue of researched prospects and personalized openers ready every morning. You approve, you send

Proposal Writer

Turns a won conversation into a proposal that closes. Drafts tailored proposals and quotes from the deal context, in your voice and your pricing, for your approval, then chases them until they are signed.

Churn Analysis Agent

aka “Churn Autopsy”

Every cancellation gets an autopsy. The account's whole story assembled, an exit survey and win-back drafted, and the monthly pattern of why people really leave.

Documentation Maintenance Agent

aka “Doc Keeper”

Keeps your docs honest. Diffs every shipped change against the documentation, flags the exact page that's now wrong, and drafts the fix into a queue you merge.

Mystery Shopper

Your worst customer, on payroll. It walks your own signup, checkout, and support funnel on a schedule like a difficult shopper, filing every friction point with exact steps to reproduce, so QA testing catches a broken website flow before a real customer does.

Customer Health Monitoring Agent

aka “Success Watch”

Keeps your customers from quietly leaving. Watches usage and payment signals, flags accounts going cold before they churn, and drafts the right check-in or onboarding nudge for your approval.

Customer Support Ticket Agent

aka “Support Inbox”

Support tickets answered from your own docs, escalations arrive pre-investigated, trends reported weekly

AI Chief of Staff Agent

aka “Chief Of Staff”

A chief of staff for your day. Tracks your calendar, tasks, and commitments across tools, runs a morning and evening standup, and nudges you on what is slipping before it becomes a problem.

Business Operating System Agent

aka “Founder Os”

The operating cadence good companies run on: quarterly goals, a Monday plan of three bets, a daily pulse that only speaks when something slips, a Friday review with your real numbers, decisions graded against what actually happened.

Meeting Preparation Agent

aka “Meeting Prepper”

A one-pager on everyone you're about to meet: who they are, their company's fresh news, your last interactions and open commitments, and a question worth asking.

Meeting Notes & Action Items Agent

aka “Meeting Scribe”

Turns every meeting into clean notes, decisions, and action items with owners and due dates, delivers them to your channels, and tracks the open actions until they are closed.

Competitor Monitoring Agent

aka “Competitor Watchdog”

Watches competitor sites, pricing, changelogs, and job boards, and you hear about it only when something changes

Research Analyst

Deep research on demand. Ask a question, get back a sourced, structured brief: the landscape, the key players, the trade-offs, and a clear recommendation, with every claim traced to where it came from.

Daily Briefing Agent

aka “Morning Brief”

Your day in one message before you wake: calendar, inbox, metrics, and overnight alerts, briefed daily