The agent catalog
20+ production-ready templates spanning every SMB department. Each one is a named operator, not a chatbot — with a job description, the tools it can use, and the guardrails it runs under.
Finance
CFO bundle, daily cash, monthly close
CFO
Daily cash, weekly P&L, monthly close decisions. Escalates anomalies.
Finance Analyst
Variance investigations, scenario modeling, board-pack drafting.
Bookkeeper
Categorizes bank and card transactions, reconciles the books, surfaces gaps.
Vendor Watchdog
Diffs vendor charges day-over-day; pings before unexpected charges clear.
Marketing
Content shipped end-to-end
CMO
Brand voice, campaign planning, channel-mix decisions.
Content Autopilot
Research → draft → score → publish → distribute autonomously. Ships SEO articles ($10), social posts (LinkedIn / X / Threads / Bluesky / Instagram / Facebook / TikTok / Pinterest), competitor profiles ($2.50), and audience profiles ($2.50) end-to-end.
Sales / RevOps
Pipeline that does the work for you
CRO
Pipeline review, deal-stage hygiene, forecast adjustments.
Sales Pipeline
Stage-by-stage advancement nudges, next-step suggestions.
Lead Scout
ICP research, account expansion, intent signal aggregation.
Outreach Coordinator
Personalized sequences, follow-ups, reply triage.
Support / CS
First touch, knowledge, feedback loop
Support Agent
Tier-1 responses with citations to your KB; escalates with full context.
Knowledge Manager
Authors KB articles from resolved tickets, keeps content current.
Product Feedback Triage
Routes user feedback to product/engineering with reproducible repro steps.
Product Eng
Engineering leadership — architecture to delivery
CTO
Architecture choices, vendor selection, risk register, hiring rubrics — and business-friendly digests on a daily, weekly, and monthly cadence.
QA Engineer
Writes test plans, catches intermittent failures, and guards release quality.
Engineering Ops
Keeps builds healthy, tracks what shipped, and writes up incidents.
Documentation Agent
Keeps the docs that gate hiring & onboarding green.
Ops / Strategy
Visibility before things go sideways
COO
Process gaps, operating cadences, weekly business reviews.
Chief of Staff
Meeting prep, follow-ups, agenda hygiene across leadership.
CSO
Strategic options, market scans, competitive teardowns.
Org Health Monitor
Weekly audit of every business you operate. Flags before they bite.
Compliance
The audit surface for everything above
Trust Center
Attribution, contemporaneous logging, threshold approvals, evidence export.
Not seeing the agent you need? Templates are extensible — your data, your tools, your guardrails.
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