Free agent templates

Workflows, recipes and prompt packs written by the Lab. Every one keeps a human approving before anything goes out.

Honest label: these are untested templates built from vendor docs. Try them on a test account first, and tell us what broke.

n8n workflow (JSON)Untested

n8n: Gmail draft-reply assistant

Importable n8n workflow: watches unread Gmail, skips newsletters, drafts a reply with AI, saves it as a Gmail draft and labels it. Never sends.

Step-by-step recipeUntested

Zapier: AI email draft recipe

Six steps to a Zap that writes AI reply drafts in Gmail or Outlook, with a safety checklist and task-cost notes.

Scenario blueprintUntested

Make: inbox → AI draft → approval

Module-by-module Make blueprint with filters, Slack approval nudge and error handling. About 4–5 credits per email.

Prompt packUntested

Prompt pack: email triage

Four prompts: JSON triage classifier, reply drafter with "[CHECK]" guardrails, daily digest, tone fixer.

Prompt packUntested

Prompt pack: meeting notes

Turn transcripts into summaries, decisions, action-item tables, follow-up emails and CRM notes.

Prompt packUntested

Prompt pack: customer support replies

Policy-grounded reply drafter, de-escalation prompt and a monthly FAQ builder.

Prompt packUntested

Prompt pack: lead follow-up

First-reply, 3-step follow-up sequence and lead scoring prompts, plus a Google Sheets approval tip.

WorksheetUntested

Agent readiness worksheet

Printable 20-minute worksheet: pick a task, map the data, write the process, set limits, measure.