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Triage Router

Classify, prioritize & route items

Connections

Pure-AI agent — no external connections required.

Use cases that include Triage Router

25 pre-built workflows powered by this agent.

ecommerce

Abandoned Cart Recovery Sequence with Personalized Incentive

Turn every abandoned cart into a personalized email + WhatsApp recovery sequence with the right incentive per buyer — staged for one-click approval.

11 agents
Marketing

Ad Performance Digest with Budget Reallocation Recommendations

A weekly memo that grades every ad campaign against your targets and tells you exactly where to move the budget.

12 agents
Operations

Auto-Create Project Tasks from Client Intake Form

Turn a client onboarding form into a fully structured project with milestones, owners, and a Slack kickoff.

11 agents
Marketing

Auto-Generate On-Brand Marketing Visuals from Product Updates

When you ship a feature or win a deal, auto-build on-brand announcement graphics at every size — staged for one-click approval.

12 agents
Customer Success

Auto-Triage and Route Incoming Support Tickets

Classify new Zendesk/Intercom tickets, route to the right team, escalate urgent ones to Slack, and file Linear bugs for product issues.

10 agents
Operations

Auto-Triage Production Incidents to Linear and Slack

Turn a raw Sentry or PagerDuty alert into a tracked Linear issue and a communicated Slack incident thread with the on-call engineer assigned.

12 agents
Sales

Automated Contract Generation and Signing on Deal Close

Deal hits Closed-Won and the contract fills itself, routes to DocuSign, and stages the invoice on signature.

10 agents
Operations

Automated Customer Data Report Builder

Query Supabase/Airtable for cohort data, build a sourced report, and email it to leadership on a schedule.

13 agents
hr

Candidate Pipeline Digest for Hiring Managers

A morning digest of open roles, new applicants, and decisions-owed — one per hiring manager, on their channel.

12 agents
Customer Success

Churn Risk Early-Warning Alert

Catch accounts going quiet in the product before they churn — score the usage drop, alert Slack, update the CRM health field.

10 agents
Operations

CRM-to-Database Sync and Dedup

Pull new CRM contacts, dedupe against your database, upsert clean records, and email a daily sync summary.

8 agents
Operations

Customer Event Ticket Fulfillment and Reminder Workflow

Turn every ticket sale into a logged CRM record, a confirmation email with calendar invite, and a 24h reminder — staged for one click.

13 agents
hr

Employee Onboarding Document Signing Pipeline

New hire added? Generate their NDA, offer, and policy docs, route for e-signature, and ping the team when all are signed.

12 agents
Finance

Expense Approval and Reimbursement Automation

Auto-clear small in-policy expenses, route big ones to a manager on Slack, log approvals to accounting — all staged for approval.

10 agents
Sales

Lead Generation

Build enriched prospect lists from Apollo, LinkedIn, Google Maps, or any public directory — one recipe, three modes.

14 agents
Sales

Lead Qualification Form to CRM and Sales Outreach

A form submission becomes a scored lead, assigned rep, and staged follow-up sequence — approved in one click.

11 agents
Sales

New Lead Welcome Sequence

Every new CRM lead gets a personalized 3-email welcome drip over 5 days — logged to the CRM, with Slack alerts on open and click.

10 agents
Operations

New-Employee Access Provisioning Workflow

Turn an onboarded-hire event into a staged Google Workspace account, a vaulted credential, and a welcome Slack message — approve, then provision.

12 agents
Customer Success

Personalized Onboarding Email Sequence Generator

Turn new signups + real product usage into a per-segment onboarding drip, staged for one-click approval.

11 agents
Marketing

Post-Event Attendee Follow-Up Campaign

Turn an ended Eventbrite event into a segmented, CRM-synced follow-up campaign — staged for one-click approval.

11 agents
Customer Success

Post-Purchase NPS Survey and Churn Risk Alert

Trigger an NPS survey after every purchase, score the replies, and alert your success team the moment a buyer looks like churn.

11 agents
Sales

Prospect Research Dossier on New Leads

Turn every new CRM lead into a one-page, fully-sourced research dossier attached right to the deal.

10 agents
Customer Success

Support Ticket Auto-Triage

Watch the support inbox, classify by urgency and topic, route to the right channel, open a ticket, and draft an acknowledgment with a real ETA.

12 agents
hr

Training Enrollment and Progress Report for HR

Every month, reconcile your LMS against BambooHR and email HR managers a sourced compliance-training progress report.

10 agents
Operations

Weekly Project Status Digest to Stakeholders

Every Friday, turn Jira/Asana activity into an exec summary doc (Notion or Google Docs) and email it to stakeholders — approved before it sends.

12 agents

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