AI agent templates for company operations
Choose a process to automate. Each template shows what the agent does and where your team steps in.
Pump Up adapts the template to your process, approval rules, and systems.
52 templates
Recruiting
Application review
Read every application against the same brief and show the evidence.
Greenhouse, Google Drive, Gmail, Tally, Typeform, Jotform, Google Forms, SmartSuite, Outlook, OneDrive, Fillout
View templateRecruiting
Candidate sourcing
Find relevant candidates and start a conversation worth replying to.
Greenhouse, Gmail, Google Drive, Outlook, Airtable, Notion, Google Sheets
View templateCustomer success
Churn-risk recovery
Turn a warning sign into a recovery plan someone owns.
HubSpot, Gmail, Linear, Google Sheets, Help Scout, Crisp, Intercom, HelpCrunch, Attio
View templateSales
Closed-lost audit
Find out why the deal was lost, beyond the CRM dropdown.
HubSpot, Gmail, Google Drive, Attio, Pipedrive, Close, Bigin
View templateCustomer success
Contract to account setup
Make the account match what the customer signed.
HubSpot, Google Drive, Stripe, Gmail, Paddle, Lemon Squeezy, PandaDoc, DocuSign, Dropbox Sign, Bubble, OneDrive, Xero
View templateCustomer success
Expansion opportunities
Find the next team, site, or use case inside a happy customer.
HubSpot, Google Sheets, Gmail, Google Drive, Close, Attio, Pipedrive
View templateFinance and compliance
Insurance claims
Get each claim ready for a decision and follow the outcome through.
Gmail, Google Drive, Google Sheets
View templateSales
Nurture
Stay useful to people who are interested but not ready to buy.
HubSpot, Gmail, Google Drive, folk, Capsule CRM, Bigin, Streak, Outlook, Attio, Pipedrive
View templateFinance and compliance
Overdue invoice collections
Find out what is blocking payment and work it through.
QuickBooks, Gmail, HubSpot, Google Sheets, Xero, FreeAgent, FreshBooks, Zoho Books, Outlook
View templateCustomer success
Renewal follow-up
Work each renewal through the replies, blockers, and final answer.
HubSpot, Gmail, Google Drive, Stripe, Pipedrive, Paddle, PandaDoc, Outlook, Attio
View templateFinance and compliance
Customer security reviews
Work the buyer’s security request from intake to approved response.
Notion, Google Drive, Gmail, HubSpot
View templateFinance and compliance
Vendor intake and approval
Get the right reviews done before a new vendor is approved.
Gmail, Google Drive, Notion, Google Sheets, Tally, Jotform, Airtable, monday.com, SmartSuite, Outlook, Slack, OneDrive, Fillout
View templateFinance and compliance
Invoice processing
Read the bill, code the lines, and resolve what does not match.
Gmail, QuickBooks, Google Drive, Google Sheets, Xero, FreeAgent, FreshBooks, Zoho Books, Slack, OneDrive
View templateSales
Warm outbound
Write the note you would send if you had time to do the homework.
HubSpot, Gmail, Google Drive, folk, Capsule CRM, Streak, Outlook, Attio
View templateSales
Proposal follow-through
Resolve the unanswered proposal before deciding what to send next.
Pipedrive, PandaDoc, Gmail, Attio, Close, Capsule CRM, HubSpot, Outlook, Google Drive, OneDrive
View templateCustomer success
Sales to delivery handoff
Hand delivery the commitments the customer actually bought.
Attio, HubSpot, Notion, Google Drive, Pipedrive, Capsule CRM, ClickUp, Slack, OneDrive, Asana, Basecamp
View templateSales
Partner application review
Make each partner decision against the actual partnership brief.
Fillout, Attio, Notion, Bigin, Typeform, Jotform, Gmail, Outlook
View templateSales
Referral follow-through
Turn a referral into an accepted next step.
Attio, folk, Gmail, Capsule CRM, Streak, Outlook
View templateSales
Client intake triage
Turn a vague enquiry into a clear fit decision and an accepted handoff.
Tally, Fillout, Gmail, Notion, Typeform, Jotform, Paperform, Google Forms, Webflow, Outlook
View templateCustomer success
Missing onboarding information
Get the missing onboarding evidence accepted as complete.
Fillout, Airtable, Google Drive, Tally, Paperform, Gmail, Outlook, OneDrive
View templateCustomer success
Client onboarding
Confirm the client is ready for the work they bought.
Airtable, Notion, Coda, Basecamp, Tally, ClickUp, monday.com, SmartSuite, Gmail, Outlook, Slack, Google Drive, OneDrive
View templateCustomer success
Scope change approval
Agree the changed scope before the commitments move.
Notion, PandaDoc, Asana, ClickUp, Slack, Google Drive, OneDrive, Basecamp
View templateCustomer success
Client reporting approval
Send the report whose figures and explanations were approved.
Google Sheets, Airtable, Google Docs, Google Drive, Notion, Slack, OneDrive, Basecamp, LinkedIn Ads, Meta Ads, Google Ads
View templateFinance and compliance
Missing receipts and expense evidence
Make the expense evidence usable before the books close.
QuickBooks Online, FreeAgent, Google Drive, Xero, Zoho Books, Gmail, Outlook, OneDrive
View template