50 AI Agent Examples by Department

Scores every new inbound lead against your ideal customer profile and routes the good ones to a rep within minutes.

Starts on: Webhook from your form

1. 1. Reads the form answers and the company's website
2. 2. Scores fit and intent against your ICP
3. 3. Updates HubSpot and posts hot leads to Slack

Uses: HubSpot, Web Scraper, Slack

Fills in missing company size, role and email for every row in a lead list, one agent run per row.

Starts on: New row in a datatable

1. 1. Looks the person and company up
2. 2. Finds and verifies a work email
3. 3. Writes the fields back to the row

Uses: Apollo.io, Hunter.io, Email Verifier

Writes a one-page brief on an account before a call: what they sell, recent news, likely priorities and who to talk to.

Starts on: Calendar event or chat request

1. 1. Searches the web and recent news
2. 2. Reads the company's site and LinkedIn page
3. 3. Writes a brief with sources

Uses: Serper, Web Scraper, LinkedIn, Notion

Researches each prospect and drafts a first email that references something specific to them.

Starts on: New row in a datatable

1. 1. Researches the prospect and their company
2. 2. Drafts a short, specific opener
3. 3. Queues the draft for review

Uses: Apollo.io, Serper, Instantly

Person approves: Sending — every draft waits for a person

Reads replies to your campaigns and sorts them into interested, not now, wrong person and unsubscribe.

Starts on: New reply in your sending tool

1. 1. Reads the reply in context of the thread
2. 2. Classifies intent and extracts referrals
3. 3. Updates the lead and alerts the owner

Uses: Instantly, HubSpot, Slack

Every Monday, summarises what moved in the pipeline, what stalled and which deals need attention.

Starts on: Schedule — Mondays 8am

1. 1. Pulls open deals and stage changes
2. 2. Flags stalled deals and slipped close dates
3. 3. Posts a short report to Slack

Uses: HubSpot, Slack

Finds deals with missing next steps, stale close dates or no owner, and asks the owner to fix them.

Starts on: Schedule — daily

1. 1. Scans open deals for missing fields
2. 2. Groups problems by owner
3. 3. Sends each owner their own fix list

Uses: Salesforce, Slack

Turns a target-account list into a shortlist of the right people at each company, with a reason for each.

Starts on: New row in a datatable

1. 1. Finds people matching your target roles
2. 2. Checks seniority and recent activity
3. 3. Writes the shortlist back with reasons

Uses: LinkedIn, Apollo.io

Notices leads that went quiet after a demo and drafts a relevant follow-up for the rep.

Starts on: Schedule — daily

1. 1. Finds leads with no activity for 7 days
2. 2. Reads the last conversation
3. 3. Drafts a follow-up for the rep to send

Uses: HubSpot, Gmail

Person approves: Sending — the rep approves each email

Builds a list of local businesses in a category and area, with websites, ratings and a contact route.

Starts on: Chat request

1. 1. Searches Google Maps for the category and area
2. 2. Visits each site for contact details
3. 3. Saves the list to a datatable

Uses: Google Maps Scraper, Web Scraper, Google Sheets

Crawls your site and returns a prioritised list of technical and on-page SEO fixes.

Starts on: Schedule — monthly

1. 1. Crawls pages and checks titles, links and speed
2. 2. Compares against search data
3. 3. Writes a prioritised fix list

Uses: Unlighthouse, DataForSEO

Researches a topic before anyone writes: what ranks, what questions people ask, and sources worth citing.

Starts on: Chat request

1. 1. Pulls the current top results and questions
2. 2. Reads the best sources
3. 3. Writes an outline with citations

Uses: Serper, Firecrawl, Notion

Turns an approved outline into a full draft in your brand voice, section by section.

Starts on: New row in a content datatable

1. 1. Expands each section of the outline
2. 2. Checks facts against the research
3. 3. Saves the draft for an editor

Uses: Google Docs, Notion

Person approves: Publishing — a person publishes the draft

Turns each new blog post into a LinkedIn post, an X thread and an Instagram caption.

Starts on: New blog post published

1. 1. Reads the post and picks the strongest angle
2. 2. Writes one version per platform
3. 3. Queues posts for review

Uses: LinkedIn, X (Twitter), Instagram

Person approves: Posting — each post is approved first

Watches competitors' sites and pricing pages and tells you what changed and why it matters.

Starts on: Schedule — weekly

1. 1. Snapshots competitor pages
2. 2. Compares them with last week's
3. 3. Summarises meaningful changes in Slack

Uses: Firecrawl, Wayback Machine, Slack

Finds the searches competitors rank for that you don't, and sorts them by effort and value.

Starts on: Schedule — monthly

1. 1. Pulls ranked keywords for you and competitors
2. 2. Finds the gaps
3. 3. Scores and saves them to a sheet

Uses: DataForSEO, Google Sheets

Explains what moved in last week's marketing numbers instead of just listing them.

Starts on: Schedule — Mondays

1. 1. Pulls traffic, signups and campaign stats
2. 2. Compares with the previous period
3. 3. Writes a short digest with likely causes

Uses: Google Analytics, HubSpot Marketing, Slack

Creates a header image for every post, in your house style, from the post itself.

Starts on: New blog post draft

1. 1. Reads the post and picks a visual idea
2. 2. Generates options
3. 3. Attaches the best one to the draft

Uses: fal.ai, Stability AI

Finds Reddit and Hacker News threads where people ask about problems you solve, so a person can answer well.

Starts on: Schedule — daily

1. 1. Searches communities for relevant questions
2. 2. Filters out threads that would not welcome an answer
3. 3. Sends a shortlist with context

Uses: Reddit, Hacker News, Slack

Person approves: Replying — a person writes and posts every reply

Collects the week's best links in your niche and drafts the newsletter around them.

Starts on: Schedule — weekly

1. 1. Searches news and community sources
2. 2. Picks and summarises the best items
3. 3. Drafts the issue in your sending tool

Uses: Exa.ai, Mailchimp

Person approves: Sending — the issue is approved before it goes out

Answers common customer questions from your help docs, and hands anything else to a person with context.

Starts on: New chat or WhatsApp message

1. 1. Searches your knowledge base
2. 2. Answers with the relevant doc
3. 3. Escalates with a summary when unsure

Uses: Intercom, WhatsApp Business

Tags, prioritises and routes every new ticket so nothing urgent sits in the general queue.

Starts on: New ticket

1. 1. Reads the ticket and customer history
2. 2. Sets category, priority and owner
3. 3. Flags outages and angry customers

Uses: Intercom, Slack

Turns customer bug reports into well-formed Jira issues with steps, impact and linked tickets.

Starts on: Ticket tagged as a bug

1. 1. Extracts steps to reproduce and impact
2. 2. Checks for an existing issue
3. 3. Creates or updates the Jira issue

Uses: Intercom, Jira

Spots accounts showing churn signals — fewer logins, angry tickets, failed payments — and alerts the account owner.

Starts on: Schedule — daily

1. 1. Combines usage, ticket and billing signals
2. 2. Scores each account's risk
3. 3. Alerts owners with the reasons

Uses: Mixpanel, Intercom, Stripe, Slack

Reads every survey comment and turns them into themes with counts and quotes.

Starts on: Schedule — monthly

1. 1. Collects survey responses
2. 2. Groups comments into themes
3. 3. Writes a report with representative quotes

Uses: Google Sheets, Notion

Checks how far each new customer got through setup and sends the right next step.

Starts on: Schedule — daily

1. 1. Reads each new account's setup progress
2. 2. Picks the next step that would help
3. 3. Drafts a short personal email

Uses: Segment, SendGrid

Person approves: Sending — emails are approved in batches

Takes orders and enquiries over WhatsApp, asks for missing details, and logs each one in a table.

Starts on: New WhatsApp message

1. 1. Understands what the customer wants
2. 2. Asks for anything missing
3. 3. Logs the order and confirms it

Uses: WhatsApp Business, Google Sheets

Collects feature requests from tickets and calls and files them against the right roadmap item.

Starts on: New ticket or call note

1. 1. Finds feature requests in the text
2. 2. Matches them to existing requests
3. 3. Adds a vote and quote to the roadmap

Uses: Intercom, Notion

Turns meeting notes into decisions, owners and deadlines, and posts them where the team works.

Starts on: New notes in Notion

1. 1. Reads the notes
2. 2. Extracts decisions and action items
3. 3. Posts a summary and creates tasks

Uses: Notion, Slack, Asana

Sorts a shared inbox into needs-reply, FYI and spam, and drafts replies to the routine ones.

Starts on: New email

1. 1. Reads and classifies each email
2. 2. Drafts replies to routine requests
3. 3. Labels and assigns the rest

Uses: Gmail, Slack

Person approves: Replying — drafts wait for a person

Pulls the fields you need out of PDFs and emails and enters them into your system.

Starts on: New file in Google Drive

1. 1. Reads the document
2. 2. Extracts and validates the fields
3. 3. Writes them to Airtable and flags doubts

Uses: Google Drive, Airtable

Writes the monthly report of what the team shipped, what slipped and why, from Jira.

Starts on: Schedule — monthly

1. 1. Pulls completed and overdue issues
2. 2. Groups them by project
3. 3. Writes the report as a Google Doc

Uses: Jira, Google Docs

Researches vendors for a need you describe and returns a comparison with pricing and caveats.

Starts on: Chat request

1. 1. Searches for vendors that fit
2. 2. Reads their pricing and review pages
3. 3. Writes a comparison table with sources

Uses: Tavily, Web Scraper, Notion

Watches stock levels and sales pace, and proposes reorders before you run out.

Starts on: Schedule — daily

1. 1. Reads stock and recent sales
2. 2. Forecasts days of cover
3. 3. Proposes reorders to the inbox

Uses: Google Sheets, Slack

Person approves: Ordering — a person accepts each proposal

Finds overdue tasks, works out what is blocking them, and nudges the right person.

Starts on: Schedule — daily

1. 1. Finds overdue tasks
2. 2. Reads comments for blockers
3. 3. Sends each owner a specific nudge

Uses: Asana, Trello, Slack

Calls an internal or third-party API on your behalf and explains the result in plain English.

Starts on: Chat request or webhook

1. 1. Works out which endpoint to call
2. 2. Calls it with the right parameters
3. 3. Summarises the response

Uses: HTTP Request, Webhook

Person approves: Writes — any change-making call waits for approval

Reads incoming invoices, matches them to vendors and purchase orders, and prepares them for payment.

Starts on: New invoice email

1. 1. Extracts invoice details
2. 2. Matches vendor and amount
3. 3. Creates a draft bill for approval

Uses: Gmail, QuickBooks

Person approves: Paying — bills are approved by finance

Categorises expenses and flags the ones that break policy before month end.

Starts on: New expense

1. 1. Reads the receipt and description
2. 2. Assigns a category and checks policy
3. 3. Flags exceptions to finance

Uses: Xero, Slack

Follows up on failed card payments with a helpful, personal message instead of a generic dunning email.

Starts on: Failed payment event

1. 1. Reads the customer's history
2. 2. Drafts a message with the fix link
3. 3. Schedules a follow-up

Uses: Stripe, SendGrid

Person approves: Sending — messages are approved first

Matches bank transactions to invoices and bills and lists what it could not match.

Starts on: Schedule — weekly

1. 1. Pulls new transactions
2. 2. Matches them to open items
3. 3. Lists unmatched items with suggestions

Uses: QuickBooks, Google Sheets

Explains the week's revenue: new, expansion, churn, and the customers behind each number.

Starts on: Schedule — Mondays

1. 1. Pulls payments and subscription changes
2. 2. Groups them into movements
3. 3. Writes a short digest

Uses: Stripe, Slack

Reads applications against the role's must-haves and shortlists with a reason for each decision.

Starts on: New application

1. 1. Reads the CV and answers
2. 2. Checks them against the must-haves
3. 3. Shortlists with reasons for a recruiter

Uses: Gmail, Airtable

Person approves: Rejecting — a person makes every rejection

Answers a new hire's questions from your handbook and checks their first-week tasks are done.

Starts on: Slack message

1. 1. Searches the handbook
2. 2. Answers or points to the right person
3. 3. Tracks onboarding tasks

Uses: Slack, Notion

Gathers a person's shipped work and feedback over the period so the review starts from facts.

Starts on: Chat request

1. 1. Collects completed work and notes
2. 2. Groups it by goal
3. 3. Drafts a summary for the manager

Uses: Jira, GitHub, Notion

Collects daily updates, spots blockers, and posts one summary instead of twenty messages.

Starts on: Schedule — daily

1. 1. Asks each person for their update
2. 2. Spots blockers and overlaps
3. 3. Posts one summary

Uses: Microsoft Teams, Slack

Reviews each pull request for bugs, risky changes and missing tests before a human looks.

Starts on: New pull request

1. 1. Reads the diff and linked issue
2. 2. Comments on bugs and risks
3. 3. Summarises what to check

Uses: GitHub

Runs performance checks across your key pages and explains which fixes matter most.

Starts on: Schedule — weekly

1. 1. Runs Lighthouse across pages
2. 2. Compares with last run
3. 3. Writes a prioritised fix list

Uses: Unlighthouse, Slack

Deduplicates incoming bug reports, estimates severity, and assigns them to the right team.

Starts on: New issue

1. 1. Checks for duplicates
2. 2. Estimates severity and area
3. 3. Labels and assigns the issue

Uses: Jira, GitHub

Turns merged pull requests into a customer-readable changelog entry.

Starts on: Schedule — weekly

1. 1. Reads merged PRs and linked issues
2. 2. Picks the changes customers will notice
3. 3. Drafts the changelog entry

Uses: GitHub, Notion

Person approves: Publishing — a person publishes the entry

Turns interview notes into themes, pains and quotes your team can act on.

Starts on: New notes in Notion

1. 1. Reads interview notes
2. 2. Groups findings into themes
3. 3. Writes a synthesis with quotes

Uses: Notion