Your agent team, role by role
Six built-in role templates, each wired for the most common actions in that function. Start with one, expand as your team sees results.
6
role templates
Ops, Finance, SDR, Support, Legal Drafts, Scheduling
Operations Agent
Runs the daily ops backlog
What it handles
- Vendor follow-ups
- Meeting prep and summaries
- Internal request routing
- Process status tracking
Connects with
Slack, Google Workspace, Notion
Finance Agent
Closes the gap between expense and clarity
What it handles
- Invoice matching and flagging
- Expense category tagging
- Weekly spend summaries
- Payment status follow-ups
Connects with
QuickBooks, Google Sheets, email
SDR Agent
Keeps your pipeline moving when you're not
What it handles
- Outreach sequence execution
- CRM record updates
- Inbound response triage
- Meeting scheduling
Connects with
HubSpot, Outreach, Google Calendar
Support Agent
First line before a human picks it up
What it handles
- Ticket classification and routing
- Known-answer response drafts
- Escalation flag and handoff
- Status updates to open tickets
Connects with
Intercom, Zendesk, Slack
Legal Drafts Agent
First drafts, not final signatures
What it handles
- NDA and contractor agreement drafts
- Policy update summaries
- Contract clause flagging
- Review request routing
Connects with
Google Docs, Dropbox, email
Scheduling Agent
Kills the back-and-forth
What it handles
- Meeting coordination and confirmation
- Calendar block management
- Rescheduling and conflict resolution
- Reminders and prep notes
Connects with
Google Calendar, Calendly, Slack
Need a role that isn't listed?
Scale plan includes the custom role builder. Define action scope, connect tools, and deploy a role specific to your business operations. Used by teams with specialized workflows like procurement approval, partner onboarding, and compliance reporting.
See Scale pricing