API Templates for Sales

Postman Templates Illustration.

Overview

Tools used by this agent

Featured Sales Templates

Create tasks from call transcripts

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

Sales Templates

Prepare for customer meetings

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

Popular Templates

Plan trips and generate itineraries

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

Route urgent tickets automatically

Detects severity of incoming tickets and escalates them to PagerDuty, Slack, or email.

Summarize and analyze industry news

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

Prepare for customer meetings

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