An agent checked jobs against invoices. It found $5,000 that was never billed, in 30 minutes.
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Audit my jobs against my invoices. Read [job records in Slack/email/calendar] and compare them with [invoices in QuickBooks, read-only]. List every finished job with no matching invoice: job, date, client, and the amount from the job record. Do not create or send any invoice. Show me the list first and I will approve each one.
A starting template based on the workflow the source describes. Review it before you use it; you are responsible for what it does.
His agent drafted a lawyer email, answered his bookkeeper, and filled an insurance form.
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Handle this admin batch for [company]. Use only the documents I give you access to: [lease, budget, policy documents]. 1) Draft a reply to [request] that declines politely because of the conflict on [date]. 2) Draft an email to our lawyer about [topic]. 3) Answer the bookkeeper questions you can answer from the documents, and list the ones you cannot. 4) Fill in [form] from the documents and list every field you had to leave blank. Show me every draft before anything is sent.
A starting template based on the workflow the source describes. Review it before you use it; you are responsible for what it does.
A voice agent takes direct bookings at 10% below the booking sites, day and night.
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You answer the phone for [hotel name]. Check availability in [booking system] for the caller's dates, quote our direct rate, and take the booking with name and contact details. Say at the start that the call is recorded. If you cannot answer a question, take a message and flag it for me. Send me a summary of every call the same day.
A starting template based on the workflow the source describes. Review it before you use it; you are responsible for what it does.
Her chasing runs on a set sequence. Late payments fall. Reports take 10 minutes to read.
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Run my payment chasing for [business name]. For each open invoice in [accounting tool]: send a friendly reminder [3] days before the due date, a second on the due date, and a firmer one at [7] days overdue, using my templates: [paste]. Stop the sequence when payment lands. Flag any invoice [14] days overdue to me instead of sending more reminders. Show me each message before it sends for the first month.
A starting template based on the workflow the source describes. Review it before you use it; you are responsible for what it does.
A grocer cut supplier invoice handling from up to 5 days to 3 minutes per invoice.
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Process new supplier invoices from [inbox or folder]. For each invoice, extract supplier, number, date, and every line item. Match each line to our product list, including known name and unit variations: [paste mapping]. Flag price changes, unknown items, and duplicate invoice numbers. Never pay anything and never change supplier bank details. Send the review list to [approver] and hold anything flagged.
A starting template based on the workflow the source describes. Review it before you use it; you are responsible for what it does.
His AI team researched 100 local firms and drafted 96 first emails. None sent without his yes.
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Research [number] local businesses that match [profile] in [area]. For each one, check [the public signal to check] and record what you find. Draft a personal first-touch email for each that names the specific finding. Do not send anything. Show me the research table and all drafts for approval first.
A starting template based on the workflow the source describes. Review it before you use it; you are responsible for what it does.
A cleaning owner built his own fix in Slack in one morning, for $78 a month.
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Before I switch software for [business name], help me test a small fix first. The problem is: [describe the workflow problem]. Build a simple version inside [Slack] that handles [the one job], using only the data I give you. Show me how it works on [2-3 real examples] before my team uses it. List what it cannot do.
A starting template based on the workflow the source describes. Review it before you use it; you are responsible for what it does.
She sent one post to her bot. It made a plan. She checked it. It published the blog.
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Read this post about SEO and AI search: [paste link or text]. Make a short plan for one blog post for [business name] that fits the ideas in that post and our site [site link]. Show me the plan first. After I approve it, build the post in [site tool] and publish it. Tell me what you changed and where.
A starting template based on the workflow the source describes. Review it before you use it; you are responsible for what it does.
A bot drafts replies to property managers. He reads each draft and sends it himself.
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Draft replies to property managers who may need [service] at their property. For each inquiry in [inbox], draft a personal reply that answers their likely objections: [list common objections and your answers]. Do not send anything. Show me each draft and I will send it myself. Each morning, also review my email and send me a short brief with only the items that can move the business.
A starting template based on the workflow the source describes. Review it before you use it; you are responsible for what it does.
His agent compared his calendar with a confirmation email. The dates did not match. He checked.
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Each morning, check my calendar against my email. Flag any event where the date, time, or place in the confirmation email does not match the calendar entry. Then sort new mail into urgent, needs my reply, and can wait, using these rules: [paste rules]. Show me the flags and the urgent list first. Do not reply to, move, or delete anything.
A starting template based on the workflow the source describes. Review it before you use it; you are responsible for what it does.
An assistant prepares the Friday contractor pay run. It caught the same invoice sent twice.
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Prepare the Friday payment run for [business name]. Read new vendor invoices from [inbox], extract vendor, property, and amount, and rename each file as [naming convention]. Check for duplicates against invoices already processed. List every invoice ready for approval and every one you flagged. Do not authorise or make any payment.
A starting template based on the workflow the source describes. Review it before you use it; you are responsible for what it does.
Four chained agents write, caption, and schedule his content. His check takes about 90 seconds.
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Run my weekly content pipeline. Research one theme for [business niche] and write [number] short scripts in my voice: [paste examples]. Send the list to [approval channel] and wait for my approval word before you produce or schedule anything. After approval, prepare the videos with captions and schedule [number] posts across [platforms]. Report what was scheduled and what failed.
A starting template based on the workflow the source describes. Review it before you use it; you are responsible for what it does.
Her agents draft emails, build her task list, and reconcile her spreadsheets for her.
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Take over my repetitive back-office work for [business name]. From my inbox and task list in [tools]: draft replies to routine emails in my voice, prepare my to-do list and weekly reports, and reconcile [spreadsheet] against [records]. Show me every email draft before it sends. Keep a log of what you did and flag anything unusual the same day.
A starting template based on the workflow the source describes. Review it before you use it; you are responsible for what it does.
He pasted a screenshot of the customer message into his agent. It found the fix. The customer stayed.
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A customer sent this message: [paste screenshot or text]. They may leave over this issue. Read it, then check [codebase or help docs I give you] for the cause and the fix. Tell me the fix in plain words and draft the reply. Do not touch email, billing, or any outside system. I will approve and send the reply myself.
A starting template based on the workflow the source describes. Review it before you use it; you are responsible for what it does.
13 people at Spur ask an agent in Slack. It checks the data, then posts the answer in the thread.
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When a teammate mentions you in [support channel] with a question, work only inside the sandbox. Check [data sources I approve] for the answer, and check [issue tracker] for matching bugs. Post the result and any file in the thread. Never run a delete, refund, or account change. Send those to [owner] for a decision.
A starting template based on the workflow the source describes. Review it before you use it; you are responsible for what it does.
One commenter runs lead checks, onboarding, and basic service replies with Make and AI.
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For each new lead from [source]: check the lead against [my criteria] and score it. If it passes, send the onboarding steps in [tool]: [list steps]. Answer basic service questions from [FAQ document] only. If a question is not in the document, draft a reply and show me before it sends. Log every lead and its score in [sheet].
A starting template based on the workflow the source describes. Review it before you use it; you are responsible for what it does.
An agency owner's agent runs on its own machine. It sorts mail, watches mentions, and drafts replies.
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Run my daily operations on this dedicated machine for [agency name]. Sort and summarize my email, watch [social channels and review sites] for mentions, keep my schedule and files in order, and draft replies to routine messages in my voice. Get each draft most of the way there, but do not send anything important. Show me the important items each morning with your drafts, and keep a log of what you did.
A starting template based on the workflow the source describes. Review it before you use it; you are responsible for what it does.