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API Templates for Sales

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Overview

Tools used by this agent

Featured Sales Templates

Create tasks from call transcripts. Icon.

Create tasks from call transcripts

Extracts action items from Zoom calls, creates tickets, logs tasks, and posts recaps.

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Sales Templates

Prepare for customer meetings. Icon.

Prepare for customer meetings

Gathers support, deal, and calendar data to deliver a daily Slack brief before calls.

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Popular Templates

Plan trips and generate itineraries. Icon.

Plan trips and generate itineraries

Builds Notion-based travel plans with activities, weather, and packing lists.

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Score GitHub issues by urgency. Icon.

Score GitHub issues by urgency

Analyzes comments and sentiment to summarize GitHub issues and flag those needing triage.

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Prepare for customer meetings. Icon.

Prepare for customer meetings

Gathers support, deal, and calendar data to deliver a daily Slack brief before calls.

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Summarize and analyze industry news. Icon.

Summarize and analyze industry news

Pulls and analyzes news articles from APIs, then sends a daily summary straight to Slack.

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