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
Finance and compliance
Refund review
Decide the refund from the purchase, policy and actual history.
Stripe, Shopify, Help Scout, Paddle, Crisp, Gorgias, WooCommerce, Gumroad, Lemon Squeezy
View templateFinance and compliance
Chargeback evidence preparation
Submit the chargeback evidence the owner actually approved.
Stripe, Shopify, Google Drive, Paddle, WooCommerce, Lemon Squeezy, OneDrive
View templateFinance and compliance
Contractor invoice review
Match the contractor’s invoice to accepted work.
QuickBooks Online, Airtable, Google Drive, Xero, FreeAgent, FreshBooks, Zoho Books, Gmail, Outlook, Slack, OneDrive
View templateMarketing
Content review and publication
Approve the actual claims and confirm the intended version is live.
Google Docs, Notion, Google Search Console, Ghost, Webflow, Kit, Mailchimp, Slack, Google Drive, OneDrive, YouTube
View templateMarketing
Newsletter publication
Publish the newsletter issue that was approved.
beehiiv, Ghost, Google Docs, Kit, Mailchimp, Slack, Google Drive, OneDrive
View templateMarketing
Sponsorship booking approval
Confirm the sponsorship booking against real inventory and terms.
beehiiv, Airtable, PandaDoc
View templateMarketing
Sponsorship fulfilment
Deliver the approved sponsorship and its proof.
beehiiv, Notion, Airtable, Ghost, Gmail, Outlook, Google Drive, OneDrive
View templateCustomer success
Paid member request resolution
Resolve the member request against their actual entitlement.
beehiiv, Ghost, Stripe, Paddle, Gumroad, Lemon Squeezy
View templateMarketing
Testimonial permission and publication
Publish only the testimonial wording and use that were permitted.
Fillout, Notion, Webflow, Gmail, Outlook, Google Drive, OneDrive
View templateOperations
Contractor onboarding
Get the contractor’s operational handoff ready and accepted.
Fillout, Notion, PandaDoc, DocuSign, Dropbox Sign, Gmail, Outlook, Slack, Google Drive, OneDrive
View templateOperations
Contractor offboarding
Close the contractor handoff with work and access accounted for.
Notion, Google Drive, Asana, ClickUp, Slack, OneDrive, Basecamp
View templateOperations
Monthly KPI review
Resolve what changed in the numbers before deciding what to do.
Google Sheets, Coda, Airtable, Google Analytics 4, SmartSuite, Fibery, Slack
View templateOperations
Quarterly KPI planning
Turn last quarter’s evidence into agreed targets and owners.
Notion, Google Sheets, Coda, monday.com, Fibery, Slack
View templateCustomer success
Customer feedback resolution
Carry customer feedback through an accepted response and follow-up.
Help Scout, Front, Linear, Typeform, Google Forms, Crisp, Intercom, HelpCrunch, Slack
View templateRecruiting
Candidate information collection
Get missing application evidence ready for recruiter review.
Tally, Typeform, Airtable, Jotform, Gmail, Outlook, Google Drive, OneDrive
View templateRecruiting
Offer preparation and approval
Reconcile agreed role and terms, identify missing decisions, approve the offer, confirm the authorised handoff
Notion, PandaDoc, DocuSign, Dropbox Sign, Gmail, Outlook, Slack, Google Drive, OneDrive
View templateMarketing
Competitor change review
Compare public evidence with the prior record
Notion, Google Sheets, Google Drive, Slack, OneDrive
View templateSales
Ecosystem opportunity review
Assess partner signals against business needs
Attio, folk, Notion, Tally, Gmail, Outlook, Slack, Google Drive, OneDrive
View templateMarketing
Content repurposing
Adapt one approved source into useful channel drafts.
Notion, Google Docs, Ghost, Webflow, Kit, Slack, Google Drive, OneDrive, YouTube, Wistia
View templateMarketing
Social mention triage
Review supplied mentions, investigate context, approve a response or escalation, confirm the owner’s follow-through
Tally, Fillout, Airtable, Help Scout, Gmail, Outlook, Slack, Google Drive, OneDrive
View templateMarketing
Marketing performance investigation
Investigate unusual results, request explanations, agree actions and confirm follow-through
HubSpot, Google Sheets, beehiiv, Kit, Slack, Google Drive, OneDrive, LinkedIn Ads, Meta Ads, Google Ads
View templateSales
Customer lookalike account research
Extract evidence from successful accounts, investigate similar companies, obtain sales review and record accepted candidates
Attio, Pipedrive, HubSpot, Apollo, Gmail, Outlook, Slack, Google Drive, OneDrive
View templateMarketing
Homepage messaging review
Review a proposed page against the company’s approved audience and product claims
Notion, Webflow, Google Docs, Slack, Google Drive, OneDrive
View templateMarketing
Brand voice review
Check a draft against customer-supplied examples and editorial rules, resolve revisions and obtain acceptance
Notion, beehiiv, Kit, Ghost, Slack, Google Drive, OneDrive, Google Docs, Webflow
View template