Agent Templates

Extracts action items, assigns owners, and sends reminders until done.

Creates tasks from emails and meetings then nudges you until they’re complete.

Organises your inbox by priority and drafts replies for important messages.

Prepares you for meetings with attendee context, threads, and key documents.

Sends a morning summary with today’s meetings, priority emails, and top actions.

Builds a two week social queue then assigns owners and review reminders.

Pulls campaign metrics and writes a weekly report with insights.

Drafts follow ups after meetings then logs activity back into your CRM.

Finds high fit partners, drafts outreach, and logs everything in a shared tracker.

Checks forms and key pages daily then alerts you when conversion breaks.

Audits key pages regularly then flags SEO issues and missing metadata.

Builds SEO content briefs from keywords then creates a prioritised backlog.

Turns one source note into ready drafts then files them and schedules review.

Assembles a weekly newsletter draft from saved links then routes it for review. Icon suggestion:

Monitors competitor updates then delivers a weekly change log with links and takeaways.

Tracks new brand mentions online then logs them and alerts your team fast.

Monitors inbound and outbound sources to surface relevant startup opportunities.

Builds quick profiles on founders using public and internal data.

Identifies emerging markets and themes aligned with fund strategy.

Identifies shared connections to help secure founder introductions.

Extracts key insights from pitch decks in minutes.

Evaluates startups against fund criteria and benchmarks.

Maps competitors to contextualise startup positioning.

Captures and structures notes from initial founder calls.

Drafts first-pass investment committee memos.

Translates research into clear investment theses.

Produces concise briefs ahead of IC discussions.

Tracks open questions and actions from IC meetings.

Summarises monthly updates from portfolio companies.

Tracks key metrics across portfolio companies.

Surfaces relevant resources and introductions for founders.

Reviews board decks and flags key discussion points.

Drafts clear and consistent updates for limited partners.

Summarises fund-level performance and activity.

Tracks recurring fund compliance and reporting tasks.

Supports routine fund operations and documentation.