Templates
See each process step, the checks required to advance, where people step in, and the systems the AI agent uses.
Choose a process to adapt, or draft your own in minutes.
Sales
Qualify, schedule, and price without a founder reading every inbound email.
Inbound lead qualification
Enrich, score against your ICP, and reply. Boundary cases go to a person.
3 places a person steps in
Demo scheduling
Availability, attendees, agenda, and the prep brief.
2 places a person steps in
Discount and terms approval
Discounts and custom terms checked against policy and precedent.
3 places a person steps in
Customer success
Onboard, watch, and renew accounts without anyone having to remember.
Customer onboarding
Provisioning, configuration, kickoff, and a go-live someone decides.
3 places a person steps in
Usage check-in
Every account watched against its own baseline, not a global threshold.
3 places a person steps in
Renewal preparation
Opened ninety days out, with the number and the case for it.
3 places a person steps in
Recruiting
Screen against a written bar, build loops, and make offers with the numbers checked.
Application screening
Read against the scorecard, in the order applications arrived.
3 places a person steps in
Interview loop scheduling
Build the panel, hold the calendars, chase the scorecards.
2 places a person steps in
Offer approval
Band, budget, and comparables checked before anyone signs off.
3 places a person steps in
Finance and compliance
Match what was invoiced to what was agreed, and answer with evidence.
Vendor invoice approval
Matched line by line; only the variance reaches a person.
3 places a person steps in
Refund requests
Charge history and policy assembled, then one decision.
3 places a person steps in
Security questionnaire response
Answered from evidence, with the gaps sent to a person.
3 places a person steps in