AI Agent Workflow Collection

Tracks every IT access request, permission change, and account provisioning item from email — what has been requested, by whom, whether it has been approved and fulfilled, and what is still pending. Use when an IT manager wants to clear the access request backlog or audit who has been granted what. Triggers on "access requests", "pending access", "who has requested access", "access provisioning", "permission requests", "account setup requests".

Tracks every deliverable, deadline, and open item across marketing agency and freelancer relationships from email — what has been delivered, what is outstanding, what is overdue, and what feedback has been given. Use when a marketing team manages multiple external agencies or freelancers. Triggers on "agency deliverables", "what is the agency working on", "outstanding agency work", "freelancer deliverables", "agency status", "what do I owe the agency".

Tracks every external agency recruiter and RPO relationship from email — what roles they are working, what candidates they have submitted, submission quality signals, fee arrangements, and which agencies are performing versus going quiet. Use when an in-house recruiting team manages external agency relationships and wants to hold them accountable. Triggers on "agency recruiter status", "external recruiter performance", "agency submissions", "RPO tracker", "which agencies are active", "recruiter agency pipeline".

Builds a structured board update draft by extracting key business developments, commitments made, decisions taken, and important signals from executive email threads over a given period. Use when a founder or CEO needs to prepare a board update and wants to pull the raw material from email rather than starting from scratch. Triggers on "build my board update", "board update draft", "prepare board materials", "what should I tell the board", "board meeting prep".

Finds every mention of the company brand in inbound email — from customers, partners, press, and external contacts — and analyzes the sentiment and context of each mention. Use when a marketing team wants to understand how their brand is being perceived based on what lands in their inbox. Triggers on "brand mentions", "how is our brand perceived", "brand sentiment", "what are people saying about us", "inbound brand feedback", "brand perception from email".

Extracts feedback on marketing campaigns from email — reactions from internal stakeholders, partner responses, customer replies, and agency comments — and structures it by campaign and theme. Use when a marketing team wants to consolidate scattered feedback on active or recent campaigns. Triggers on "campaign feedback", "what are people saying about the campaign", "collect campaign reactions", "campaign response feedback", "stakeholder feedback on marketing", "what worked in the campaign".

Extracts the current status of every active candidate across open roles from hiring-related email threads — where each candidate is in the process, what the next step is, and what is stalling. Use when an HR manager or recruiter wants a full pipeline view without manually checking every thread. Triggers on "candidate pipeline", "where are candidates", "hiring pipeline status", "who is in process", "active candidates", "pipeline overview".

Extracts every IT change request from email — system upgrades, configuration changes, infrastructure modifications, deployment requests, and policy updates — tracking approval status, implementation status, and any changes that went ahead without proper approval. Use when an IT manager wants a change management log derived from email. Triggers on "change requests", "IT changes", "what system changes are pending", "change management log", "infrastructure changes", "deployment requests".

Detects early warning churn signals across customer email threads — dissatisfaction language, reduced engagement, competitor mentions, escalating complaints, and disengagement patterns. Use when a customer success manager wants to know which customers are at risk of churning. Triggers on "churn signals", "which customers are at risk", "churn risk", "who might cancel", "at-risk customers", "churn early warning".

Tracks every deliverable committed to across active consulting engagements — what has been delivered, what is outstanding, what is overdue, and what feedback is still open. Use when a consultant or agency wants a full view of all client deliverable commitments without manually reviewing every thread. Triggers on "client deliverables", "what have I promised to deliver", "outstanding deliverables", "what is due to clients", "deliverable tracker", "what am I behind on".

Collects and structures all client feedback received across consulting engagements — formal feedback, informal reactions, satisfaction signals, and criticism — so the consultant has a consolidated view of how each client perceives the work. Use when a consultant wants to understand their client satisfaction landscape. Triggers on "client feedback", "what are clients saying about the work", "satisfaction signals", "collect feedback", "how happy are my clients", "client reactions".

Reconstructs the complete offer history for a specific client from email — every offer made, at what price, on which property, what the outcome was, and what feedback was received. Use when an agent wants to brief a client on their offer history or prepare strategy for a new offer. Triggers on "client offer history", "what offers have we made", "offer history", "previous offers", "offer track record", "what happened with past offers".

Extracts everything a client has expressed about their property preferences from email — must-haves, deal-breakers, nice-to-haves, budget signals, neighbourhood preferences, and reactions to properties seen — so the agent has a complete preference profile without relying on memory. Triggers on "client preferences", "what does the client want", "preference profile", "client wish list", "what have they said they want", "client requirements".

Tracks every commitment made across active research collaborations from email — data sharing promises, co-authorship agreements, analysis contributions, review commitments, and meeting obligations — surfacing those that are unmet or at risk. Use when a researcher wants to hold collaborators accountable and ensure their own commitments are on track. Triggers on "collaboration commitments", "what have collaborators promised", "co-author obligations", "research partnership commitments", "what am I on the hook for with collaborators", "collaboration tracker".

Finds every commission agreement, referral fee arrangement, and co-brokerage split referenced in email — tracking the agreed rates, parties involved, conditions, and whether payment has been confirmed. Use when an agent or broker wants to ensure all commission arrangements are documented and no payments are missed. Triggers on "commission agreements", "referral fees", "co-brokerage splits", "commission tracker", "who do I owe a referral fee", "commission arrangements".

Extracts every mention of a competitor from prospect and customer email threads with context about how they were raised. Use when a salesperson wants to understand their competitive landscape from real conversations. Triggers on "competitor mentions", "who are they comparing us to", "competitive intelligence", "what are prospects saying about competitors".

Finds every vendor and supplier contract approaching its renewal or expiry date from email — surfacing the deadline, notice period, auto-renewal risk, and whether a renegotiation conversation should be initiated. Use when a procurement manager wants to proactively manage contract renewals and avoid unwanted auto-renewals. Triggers on "contract renewals", "expiring vendor contracts", "supplier contract expiry", "auto-renewal risk", "which contracts are coming up", "renewal radar".

Scans executive email threads for early warning signals of an emerging crisis — reputational, financial, legal, operational, or personnel — before it becomes public or unmanageable. Use when a founder or CEO wants a proactive scan for anything that could escalate into a serious problem. Triggers on "crisis signals", "early warning", "what could blow up", "emerging problems", "reputational risk", "executive risk scan".

Finds buying signals, adjacent problem mentions, budget hints, and expansion interest in existing customer email threads. Use when a salesperson wants to identify upsell or cross-sell opportunities within their current customer base. Triggers on "cross-sell opportunities", "upsell signals", "which customers might want more", "expansion opportunities", "what else can I sell them".

Tracks every data access request, dataset agreement, data sharing arrangement, and data source dependency referenced in research email threads — what has been requested, what has been approved, what is still pending, and what data access could be blocking research progress. Use when a researcher wants to know the status of all their data access requests and agreements. Triggers on "data access requests", "dataset agreements", "data sharing status", "what data are we waiting for", "data access tracker", "research data pipeline".

Detects objections, hesitations, pricing friction, and blockers buried in sales email threads. Use when a salesperson wants to understand why a deal is stalling or what concerns have been raised. Triggers on "why is this deal stuck", "what objections do they have", "deal friction", "what are they worried about", "why aren't they responding".

Surfaces every unresolved commitment, pending decision, and unanswered question across active sales deal threads. Use when a salesperson wants to know what is still open in a deal, what was promised but not confirmed, or what is blocking progress. Triggers on "what's still open", "open items", "what do I owe them", "what's blocking this deal".

Tracks every active real estate deal from email — where each transaction stands, what the next step is, which parties are involved, and what is stalling. Use when a real estate agent or broker wants a full pipeline view without manually checking every thread. Triggers on "deal pipeline", "active deals", "transaction status", "where are my deals", "deal tracker", "pipeline overview".

Finds every customer escalation across email threads — open complaints, unresolved support issues, executive escalations, and SLA breaches — and tracks their current status. Use when a CSM or support manager wants a full view of active escalations. Triggers on "active escalations", "open complaints", "escalation tracker", "what escalations are open", "unresolved issues", "customer escalations".