Showing 24 of 128 templates.

Use a template to deliver client work or preview a service you want to offer.

• Sales

  Lead Qualifier

  Score a lead, explain the next step, and deliver the qualification to CRM.

  4 steps: Lead Qualifier

  1. When details come in
  2. Ask Claude
  3. Send to your CRM
  4. Send back the qualification
  Sells for $0.05 / leadConnect CRM webhook to go live
  Use template: Lead QualifierHow it works: Lead Qualifier

• Marketing

  Competitor Tracker

  Files a weekly competitive brief every Monday.

  4 steps: Competitor Tracker

  1. Runs weekly on Mon at 08:00 UTC
  2. Read a web page
  3. Ask Claude
  4. Send back the intel brief
  Sells for $0.15 / briefRuns weekly on Mon at 08:00 UTC
  Use template: Competitor TrackerHow it works: Competitor Tracker

• Support

  Review Responder

  Approve a specific review response, then send it to the team in Slack.

  6 steps: Review Responder

  1. When details come in
  2. Only continue if…
  3. Ask Claude
  4. Post to Slack
  5. Send back the sent response
  6. Send back the approval required
  Sells for $0.03 / responseConnect Slack to go live
  Use template: Review ResponderHow it works: Review Responder

• Personal

  Invoice Chaser

  Drafts follow-ups for every overdue invoice every Monday.

  3 steps: Invoice Chaser

  1. Runs weekly on Mon at 09:00 UTC
  2. Ask Claude
  3. Send back the chase list
  Sells for $0.05 / runRuns weekly on Mon at 09:00 UTC
  Use template: Invoice ChaserHow it works: Invoice Chaser

• Personal

  Meeting Prep Brief

  A 1-page prep brief for any meeting.

  3 steps: Meeting Prep Brief

  1. When details come in
  2. Ask Claude
  3. Send back the brief
  Sells for $0.08 / brief
  Use template: Meeting Prep BriefHow it works: Meeting Prep Brief

• Ops

  Grade Rebuilder

  Turns an agent grade into a ready-to-build Agent Studio spec.

  3 steps: Grade Rebuilder

  1. When details come in
  2. Ask Claude
  3. Send back the agent spec
  Sells for $0.05 / spec
  Use template: Grade RebuilderHow it works: Grade Rebuilder

• Ops

  Commerce Shopper

  Find catalog products and prepare a checkout for buyer approval.

  3 steps: Commerce Shopper

  1. When details come in
  2. Find products and prepare checkout
  3. Send back the shopper result
  Sells for $0.12 / call
  Use template: Commerce ShopperHow it works: Commerce Shopper

• Legal

  Contract Red-Flag Scan

  Extract a PDF contract, rank every red flag, and draft the redlines.

  4 steps: Contract Red-Flag Scan

  1. When details come in
  2. Read the PDF
  3. Ask Claude
  4. Send back the redflag report
  Sells for $0.08 / contract
  Use template: Contract Red-Flag ScanHow it works: Contract Red-Flag Scan

• HR

  Resume vs JD Screener

  Paste a resume and a job description, get a structured screen with a fit score.

  3 steps: Resume vs JD Screener

  1. When details come in
  2. Ask Claude
  3. Send back the screen
  Sells for $0.06 / candidate
  Use template: Resume vs JD ScreenerHow it works: Resume vs JD Screener

• Finance

  PO Match Gate

  Send a PO and its invoice, get a pass / hold verdict before anything gets paid.

  3 steps: PO Match Gate

  1. When details come in
  2. Ask Claude
  3. Send back the match result
  Sells for $0.05 / match
  Use template: PO Match GateHow it works: PO Match Gate

• Legal

  Contract Term Extractor

  Extract a DOCX agreement into renewal dates, notice windows, and key terms.

  4 steps: Contract Term Extractor

  1. When details come in
  2. Read the Word file
  3. Ask Claude
  4. Send back the contract terms
  Sells for $0.10 / agreement
  Use template: Contract Term ExtractorHow it works: Contract Term Extractor

• Legal

  NDA Review Desk

  Paste your NDA playbook and an inbound NDA, get sign / redline / escalate with clause-by-clause redlines.

  3 steps: NDA Review Desk

  1. When details come in
  2. Ask Claude
  3. Send back the nda review
  Sells for $0.06 / NDA
  Use template: NDA Review DeskHow it works: NDA Review Desk

• Legal

  Privacy Policy Gap Check

  Paste a privacy policy and the data practices you run, get every gap with a ready-to-add disclosure.

  3 steps: Privacy Policy Gap Check

  1. When details come in
  2. Ask Claude
  3. Send back the privacy gaps
  Sells for $0.05 / policy
  Use template: Privacy Policy Gap CheckHow it works: Privacy Policy Gap Check

• Support

  Refund Decision Desk

  Pass in your refund policy and a case, get approve / deny / escalate with the reason.

  3 steps: Refund Decision Desk

  1. When details come in
  2. Ask Claude
  3. Send back the refund decision
  Sells for $0.05 / case
  Use template: Refund Decision DeskHow it works: Refund Decision Desk

• Finance

  Expense Policy Check

  Pass an expense and your policy, get approve / flag / reject with the reason.

  3 steps: Expense Policy Check

  1. When details come in
  2. Ask Claude
  3. Send back the policy verdict
  Sells for $0.04 / expense
  Use template: Expense Policy CheckHow it works: Expense Policy Check

• Sales

  Call Notes to CRM

  Turn call notes into MEDDIC fields, then deliver the record to your CRM webhook.

  4 steps: Call Notes to CRM

  1. When details come in
  2. Ask Claude
  3. Send to your CRM
  4. Send back the crm update
  Sells for $0.07 / callConnect CRM webhook to go live
  Use template: Call Notes to CRMHow it works: Call Notes to CRM

• Engineering

  PR Diff Digest

  Summarize a raw diff and open the reviewer-ready digest as a GitHub issue.

  4 steps: PR Diff Digest

  1. When details come in
  2. Ask Claude
  3. Open a GitHub issue
  4. Send back the pr digest
  Sells for $0.04 / diffConnect GitHub to go live
  Use template: PR Diff DigestHow it works: PR Diff Digest

• Engineering

  Dependency Bump Risk

  Pass in a dependency bump, get a merge-or-hold risk note.

  3 steps: Dependency Bump Risk

  1. When details come in
  2. Ask Claude
  3. Send back the risk note
  Sells for $0.05 / bump
  Use template: Dependency Bump RiskHow it works: Dependency Bump Risk

• Engineering

  Incident Postmortem Draft

  Draft a blameless postmortem and file it as a GitHub issue.

  4 steps: Incident Postmortem Draft

  1. When details come in
  2. Ask Claude
  3. Open a GitHub issue
  4. Send back the postmortem
  Sells for $0.20 / incidentConnect GitHub to go live
  Use template: Incident Postmortem DraftHow it works: Incident Postmortem Draft

• Sales

  Pipeline Risk Monday

  Files an at-risk-deals brief every Monday from your pipeline export.

  3 steps: Pipeline Risk Monday

  1. Runs weekly on Mon at 08:00 UTC
  2. Ask Claude
  3. Send back the risk brief
  Sells for $0.12 / briefRuns weekly on Mon at 08:00 UTC
  Use template: Pipeline Risk MondayHow it works: Pipeline Risk Monday

• Support

  Support Pulse Digest

  Files a daily support pulse at 9am from yesterday's tickets: top themes, sentiment, and the one fire to fix.

  3 steps: Support Pulse Digest

  1. Runs daily at 09:00 UTC
  2. Ask Claude
  3. Send back the support pulse
  Sells for $0.12 / briefRuns daily at 09:00 UTC
  Use template: Support Pulse DigestHow it works: Support Pulse Digest

• Sales

  Objection Rebuttal Kit

  Drop in a prospect's pushback and get ranked rebuttals, a reframe, and the proof to send.

  3 steps: Objection Rebuttal Kit

  1. When details come in
  2. Ask Claude
  3. Send back the rebuttal kit
  Sells for $0.06 / objection
  Use template: Objection Rebuttal KitHow it works: Objection Rebuttal Kit

• Sales

  AI Visibility Prospector

  Turn an AI-engine transcript into a citation read, gap hypotheses, and a cold open that leads with proof.

  3 steps: AI Visibility Prospector

  1. When details come in
  2. Ask Claude
  3. Send back the prospect kit
  Sells for $0.08 / prospect
  Use template: AI Visibility ProspectorHow it works: AI Visibility Prospector

• Marketing

  AI Visibility Watch

  Reads your robots.txt every Monday and flags any AI search bot you started blocking.

  4 steps: AI Visibility Watch

  1. Runs weekly on Mon at 09:00 UTC
  2. Read a web page
  3. Ask Claude
  4. Send back the ai visibility alert
  Sells for $0.02 / checkRuns weekly on Mon at 09:00 UTC
  Use template: AI Visibility WatchHow it works: AI Visibility Watch