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Templates

Templates

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Category
Industries
Pre-RFI Vendor Selection
Speeds up vendor research and screening before issuing an RFI
B2B Technology, Finance & Professional Services, Small Business, B2C Technology, Healthcare & Wellness, DTC & Ecommerce, Food & Beverage, Logistics & Supply Chain, Manufacturing, Real Estate & Construction, Media & Entertainment, Hospitality, Education
Operations Agent
Operations
Operations
Generate Vendor RFI
Create tailored RFIs to streamline vendor sourcing
B2B Technology, Small Business, Logistics & Supply Chain, Manufacturing, B2C Technology, Food & Beverage, Healthcare & Wellness, Hospitality, Media & Entertainment, Real Estate & Construction, Finance & Professional Services, DTC & Ecommerce, Education
Operations Agent
Operations
Operations
Create Sourcing Requirements
Turn buyer needs into sourcing requirements
Logistics & Supply Chain, Manufacturing, Small Business, B2C Technology, DTC & Ecommerce, Real Estate & Construction, B2B Technology, Media & Entertainment, Hospitality, Healthcare & Wellness, Food & Beverage, Education, Finance & Professional Services
Operations
Operations
Triage Billing Inquiries
Automate the triage and initial response to customer billing and invoice requests
B2B Technology, B2C Technology, Media & Entertainment, Finance & Professional Services, Healthcare & Wellness, Real Estate & Construction, Logistics & Supply Chain, DTC & Ecommerce, Education, Manufacturing, Small Business, Food & Beverage, Hospitality
Finance
Finance
Receivables Reconciliation
Auto-match customer payments to open invoices
Finance & Professional Services, Small Business
Finance
Finance
Invoice Processing
Simplify invoice processing with automated 3-way matching
B2B Technology, Finance & Professional Services, Logistics & Supply Chain, Manufacturing, Small Business
Finance
Finance
Track Customer Payments
Auto-track status of customer payments
Accounting, Small Business
Finance
Finance
Monthly Cash & Burn Summary
Automatically update your company's monthly cash flow and burn
B2B Technology, B2C Technology, Small Business, Finance & Professional Services
Finance
Finance
Log New Invoices
Auto-save new invoice files and record details
Small Business, Finance & Professional Services, B2B Technology
Finance
Finance
Payables Reconciliation
Auto-match vendor invoices to outgoing payments
Finance & Professional Services, Small Business, B2B Technology, B2C Technology, DTC & Ecommerce
Finance
Finance
Medical Claim Coding and Verification Process
Automates extracting details, verifying referrals, and coding for medical claims processing.
Healthcare & Wellness
Operations Agent
Operations
Operations
Monthly Payables Report Package
Automatically collect and email AP files each month
B2B Technology, B2C Technology, Media & Entertainment, Finance & Professional Services, Healthcare & Wellness, Real Estate & Construction, Logistics & Supply Chain, DTC & Ecommerce, Education, Manufacturing, Small Business, Food & Beverage, Hospitality
Finance
Finance
Auto-generate RFP Answers
Automate RFP responses by extracting questions and finding answers in your internal documents.
B2B Technology, Finance & Professional Services, Real Estate & Construction, Logistics & Supply Chain, Manufacturing, Small Business
Sales
Sales
Send Payment Reminders
Auto-send payment reminders to customers before due dates
Small Business, Finance & Professional Services, B2B Technology, B2C Technology, Media & Entertainment, Healthcare & Wellness, Real Estate & Construction, Logistics & Supply Chain, DTC & Ecommerce, Education, Manufacturing, Food & Beverage, Hospitality
Finance
Finance
Categorize Bank Transactions
Automatically categorize bank transactions to GL accounts using set rules.
Finance & Professional Services, Small Business, B2B Technology, B2C Technology, DTC & Ecommerce, Logistics & Supply Chain, Manufacturing, Real Estate & Construction, Healthcare & Wellness
Operations Agent
Finance
Finance
Bank Reconciliation
Auto-match bank statements to your ledger
Finance & Professional Services, Small Business
Finance
Finance
New Market Analysis
Analyze market size, growth, opportunities, and trends.
AI
Marketing Agent
Product
Product
Company Enrichment
Obtain a comprehensive company overview, including description, key people, locations, funding rounds, and financials.
B2B Technology, Finance & Professional Services, Small Business
Sales
Sales
File Translator
Translate docs & sheets into multiple languages while maintaining their original formatting and structure.
B2B Technology, B2C Technology, Media & Entertainment, Finance & Professional Services, Healthcare & Wellness, Real Estate & Construction, Logistics & Supply Chain, DTC & Ecommerce, Education, Manufacturing, Small Business, Food & Beverage, Hospitality
Operations
Operations
Weekly Social Posting
Automate weekly social media planning and content creation for consistent brand engagement.
B2B Technology, B2C Technology, DTC & Ecommerce, Small Business
Marketing Agent
Marketing
Marketing
Weekly Competitive Tracking
Monitor and analyze weekly competitor updates and news for a consolidated competitive digest.
B2B Technology, B2C Technology, Small Business
Marketing Agent
Marketing
Marketing
Voice of Customer Analysis
Analyze call transcripts and VoC data to extract roadmap and marketing insights.
B2B Technology, Finance & Professional Services, DTC & Ecommerce, Small Business
Marketing Agent
Operations Agent
Marketing
Marketing
Triage Support Requests
Effectively triage and escalate customer requests
B2B Technology, B2C Technology
Support Agent
Customer Support
Customer Support
Slide Deck Writer
Instantly create complete slide decks.
B2B Technology, B2C Technology, Small Business
Marketing Agent
Marketing
Marketing
PRD Writer
Research and write Product Requirements Docs for new features.
B2B Technology, B2C Technology
Operations Agent
Product
Product
New Hire Onboarding
Welcome new hires and introduce them to teammates and IT provisioning.
Small Business, B2B Technology
Operations Agent
Operations
Operations
Monthly SEO Planning & Writing
Plan monthly SEO content, draft outlines, and research/write blog posts.
B2B Technology, B2C Technology, Small Business, DTC & Ecommerce
Marketing Agent
Marketing
Marketing
Lead Enrichment
Research and enrich leads with detailed role data and custom research.
B2B Technology, Finance & Professional Services, Small Business
Marketing Agent
Sales
Sales
Inbound Lead Qualification
Research and qualify inbound leads
B2B Technology, Finance & Professional Services, Small Business
Sales Agent
Operations Agent
Sales
Sales
Create a New Help Center
Plan and create a help center, from structure to content creation
B2B Technology, B2C Technology, DTC & Ecommerce, Small Business
Support Agent
Customer Support
Customer Support
Support Article Writer
Create and organize support content
B2B Technology, B2C Technology, Small Business
Support Agent
Customer Support
Customer Support
Events Venue Sourcing
Source venues based on brand and event goals, and reach out for pricing details.
Hospitality, Media & Entertainment, Small Business
Marketing
Marketing
Daily Sales Call Prep
Automate daily pre-call preparation by researching prospects and delivering concise sales notes for each meeting.
B2B Technology, Finance & Professional Services, Small Business
Sales Agent
Operations Agent
Sales
Sales
CRM Updater
Instantly update your CRM with an intelligent agent.
B2B Technology, Small Business
Operations Agent
Sales
Sales
CRM Prospect History Researcher
Intelligently pull relevant interaction history for a customer from your CRM.
B2B Technology, Small Business
Operations Agent
Sales
Sales
Copywriter
Write on-brand copy for any format or medium.
B2B Technology, B2C Technology, DTC & Ecommerce, Small Business
Marketing Agent
Marketing
Marketing
Contract Reviewer
Review contracts for problematic terms, and get proposed edits.
Finance & Professional Services, B2B Technology, Small Business
Operations
Operations
Content Repurposer
Repurpose blog posts and podcast transcripts into dozens of marketing assets.
B2B Technology, B2C Technology, Media & Entertainment, DTC & Ecommerce, Small Business
Marketing
Marketing
Competitive Intel & Battlecard
Deeply research competitors to create battlecards and Sales FAQs
B2B Technology, Finance & Professional Services, Small Business
Marketing Agent
Marketing
Marketing
Proposal Writer
Create tailored client proposals from discovery to delivery
B2B Technology, Finance & Professional Services, Small Business
Sales Agent
Sales
Sales
Case Study Writer
Turn client insights into compelling client stories
B2B Technology, Finance & Professional Services, Small Business
Marketing Agent
Marketing
Marketing
Candidate Assessor
Automatically screen, evaluate, and grade candidate qualifications and fit.
B2B Technology, Finance & Professional Services, Healthcare & Wellness, Small Business
Operations Agent
Operations
Operations
Campaign Launch Planner
Plan campaigns, from objectives to positioning to final asset creation.
B2B Technology, B2C Technology, Small Business, DTC & Ecommerce, Media & Entertainment
Marketing
Marketing
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