Discover / Agents

Start with the work.
Take it to your AI.

Each task shows the result you get and the apps it needs. Choose one, connect what is missing, and continue in the AI you already use.

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50 of 50 templates

Connect the apps a task needs. Background runs have a separate budget review.

Sales & business development

Account research and outreach

Combine CRM context, conversations and company evidence into a qualified account brief and tailored outreach drafts.

What you getA source-linked report covering company, qualification evidence, relationship context, with gaps and next steps.

Apps, skills & knowledge

Apps & tools

HubSpot
Gmail
Company Research
Web Search

Skills

Company identity resolution
Requirements analysis
Communication drafting

Knowledge

Company Research
Approved reference material

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Sales & business development

Sales meeting preparation

Prepare an account-specific meeting brief from calendar events, CRM context, prior exchanges and approved offering material.

What you getA source-linked report covering meeting, account context, prior commitment, with gaps and next steps.

Apps, skills & knowledge

Apps & tools

Google Calendar
HubSpot
Gmail
Company Research

Skills

Company identity resolution
Decision briefing
Requirements analysis

Knowledge

Company Research
Approved reference material

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Sales & business development

Target-company shortlist

Build a small evidence-backed target list, compare it with selected CRM accounts and apply your approved qualification criteria.

What you getA source-linked report covering company, criterion, evidence, with gaps and next steps.

Apps, skills & knowledge

Apps & tools

HubSpot
Company Research
Web Search

Skills

Company identity resolution
Requirements analysis
Evidence-based comparison

Knowledge

Company Research
Approved reference material

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Sales & business development

Partnership opportunity scout

Connect complementary business capabilities with known relationships and a practical partnership proposition.

What you getA source-linked report covering partner candidate, complementarity, relationship evidence, with gaps and next steps.

Apps, skills & knowledge

Apps & tools

HubSpot
Gmail
Supplier Discovery
Company Research
Web Search

Skills

Company identity resolution
Evidence-based comparison
Communication drafting

Knowledge

Supplier Discovery
Company Research
Approved reference material

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Sales & business development

CRM company enrichment and review

Compare recorded CRM company fields, approved field rules and public business evidence before proposing corrections.

What you getA source-linked report covering crm record, field, recorded value, with gaps and next steps.

Apps, skills & knowledge

Apps & tools

HubSpot
Company Research
Web Search

Skills

Company identity resolution
Requirements analysis
Risk evidence triage

Knowledge

Company Research
Approved reference material

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Marketing & content

Competitor positioning analyst

Compare competitor pages with your approved positioning and selected team discussion to reveal supported differences.

What you getA source-linked report covering business, audience and promise, public evidence, with gaps and next steps.

Apps, skills & knowledge

Apps & tools

Slack
Company Research
Web Search

Skills

Evidence research
Evidence-based comparison
Document synthesis

Knowledge

Company Research
Approved reference material

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Marketing & content

Campaign research and planning

Turn company and market evidence, approved brand material and team constraints into a reviewable campaign plan.

What you getA source-linked report covering campaign element, evidence or assumption, proposed action, with gaps and next steps.

Apps, skills & knowledge

Apps & tools

Slack
Google Calendar
Market Research
Web Search

Skills

Evidence research
Requirements analysis
Action planning
Communication drafting

Knowledge

Market Research
Approved reference material

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Marketing & content

Research-to-content

Combine source research, an approved brief and editorial discussion into a cited draft with a claim review checklist.

What you getA source-linked report covering section, draft excerpt, supporting claim, with gaps and next steps.

Apps, skills & knowledge

Apps & tools

Google Drive
Slack
Web Search

Skills

Evidence research
Document synthesis
Communication drafting

Knowledge

Selected reference documents
Reference material (optional) (optional)

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Marketing & content

Website messaging review

Review a public website against your approved offer, audience evidence and customer conversation context.

What you getA source-linked report covering page section, observed message, evidence or gap, with gaps and next steps.

Apps, skills & knowledge

Apps & tools

Gmail
Company Research
Web Search

Skills

Requirements analysis
Evidence-based comparison
Communication drafting

Knowledge

Company Research
Approved reference material

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Marketing & content

Customer newsletter preparation

Combine approved updates, bounded customer questions and team priorities into a customer newsletter draft and source checklist.

What you getA source-linked report covering newsletter section, draft copy, evidence, with gaps and next steps.

Apps, skills & knowledge

Apps & tools

Gmail
Slack
Web Search

Skills

Document synthesis
Communication drafting
Risk evidence triage

Knowledge

Approved reference material

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Customer success & support

Customer onboarding coordinator

Connect onboarding policy, customer commitments, calendar milestones and project tasks into a clear proposed onboarding plan.

What you getA source-linked report covering onboarding step, known status, customer dependency, with gaps and next steps.

Apps, skills & knowledge

Apps & tools

Gmail
Google Calendar
Todoist

Skills

Requirements analysis
Action planning
Communication drafting

Knowledge

Approved reference material

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Customer success & support

Support inbox triage

Combine a bounded support inbox, team discussion and approved support guidance into an evidence-backed triage queue and reply drafts.

What you getA source-linked report covering request, documented impact, triage rationale, with gaps and next steps.

Apps, skills & knowledge

Apps & tools

Gmail
Slack

Skills

Risk evidence triage
Requirements analysis
Communication drafting

Knowledge

Approved reference material

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Customer success & support

Customer meeting and follow-up

Combine meeting notes, calendar context and customer exchanges into decisions, open questions and a follow-up draft.

What you getA source-linked report covering discussion item, recorded decision, action or question, with gaps and next steps.

Apps, skills & knowledge

Apps & tools

Google Calendar
Gmail
HubSpot

Skills

Decision briefing
Document synthesis
Communication drafting

Knowledge

Approved reference material

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Customer success & support

Customer feedback synthesis

Synthesize bounded email and Slack feedback against approved product context, retaining source evidence and dissenting examples.

What you getA source-linked report covering theme, source examples, product context, with gaps and next steps.

Apps, skills & knowledge

Apps & tools

Gmail
Slack

Skills

Document synthesis
Requirements analysis
Decision briefing

Knowledge

Approved reference material

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Customer success & support

Customer account review

Combine CRM assertions, bounded billing records and customer communication into a sourced account review with explicit health unknowns.

What you getA source-linked report covering review dimension, observed evidence, association basis, with gaps and next steps.

Apps, skills & knowledge

Apps & tools

HubSpot
Stripe
Gmail
Company Research

Skills

Company identity resolution
Financial reconciliation
Decision briefing

Knowledge

Company Research
Approved reference material

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Software & product teams

Plan our next week

Review our open issues and recent team discussion. Recommend the five things to tackle next, with reasons, source links and missing information.

What you getFive proposed priorities, why they matter, and links to the issues and discussions behind them.

Apps, skills & knowledge

Apps & tools

GitHub
Slack

Skills

Risk evidence triage
Requirements analysis
Action planning

Knowledge

Approved reference material

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Software & product teams

Customer feedback-to-product brief

Join customer messages, related repository issues and approved product goals into a decision-ready product brief.

What you getA source-linked report covering problem statement, customer evidence, related issue, with gaps and next steps.

Apps, skills & knowledge

Apps & tools

Gmail
GitHub

Skills

Requirements analysis
Evidence-based comparison
Document synthesis

Knowledge

Approved reference material

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Software & product teams

Check what is blocking a release

Compare our release issues, team decisions and release checklist. Show confirmed blockers, missing evidence and the next decision for each.

What you getA release brief separating confirmed blockers, unresolved questions and proposed next actions.

Apps, skills & knowledge

Apps & tools

GitHub
Slack
Google Calendar

Skills

Requirements analysis
Risk evidence triage
Action planning

Knowledge

Approved reference material

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Software & product teams

Technical incident briefing

Build an incident timeline and response brief from selected team messages, repository issues and supplied runbook evidence.

What you getA source-linked report covering observed at, event, evidence type, with gaps and next steps.

Apps, skills & knowledge

Apps & tools

Slack
GitHub
ATT&CK Techniques (optional)

Skills

Evidence research
Risk evidence triage
Decision briefing
Action planning

Knowledge

ATT&CK Techniques (optional)
Approved reference material

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Software & product teams

Dependency vulnerability research

Combine supplied dependency evidence, repository issue context and advisory references into a remediation research plan.

What you getA source-linked report covering dependency, advisory, applicability, with gaps and next steps.

Apps, skills & knowledge

Apps & tools

GitHub
OSV
Known Exploited CVEs
EPSS

Skills

Vulnerability triage
Requirements analysis
Action planning

Knowledge

Known Exploited CVEs
EPSS
Approved reference material

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Team operations & agencies

Daily work preparation

Combine your calendar, active project tasks and approved work priorities into a realistic proposed plan for a stated day.

What you getA source-linked report covering proposed order, task or commitment, priority reason, with gaps and next steps.

Apps, skills & knowledge

Apps & tools

Google Calendar
Todoist

Skills

Requirements analysis
Evidence-based comparison
Action planning

Knowledge

Approved reference material

Try this task

Team operations & agencies

Project handoff coordinator

Combine project tasks, team decisions and approved handoff material into responsibilities, blockers and a source-linked handoff.

What you getA source-linked report covering handoff area, known state, source evidence, with gaps and next steps.

Apps, skills & knowledge

Apps & tools

Slack
Todoist
Google Drive

Skills

Document synthesis
Decision briefing
Action planning

Knowledge

Selected reference documents
Reference material (optional) (optional)

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Team operations & agencies

Client discovery and proposal

Combine discovery emails, meeting context, company evidence and approved service material into a scoped proposal draft.

What you getA source-linked report covering proposal section, draft scope, client evidence, with gaps and next steps.

Apps, skills & knowledge

Apps & tools

Gmail
Google Calendar
Company Research

Skills

Company identity resolution
Requirements analysis
Communication drafting

Knowledge

Company Research
Approved reference material

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Team operations & agencies

Meeting-to-action-plan

Turn supplied meeting notes, calendar context and existing project tasks into a clear proposed action plan without duplicate assumptions.

What you getA source-linked report covering action, decision evidence, existing task, with gaps and next steps.

Apps, skills & knowledge

Apps & tools

Google Calendar
Todoist
Slack

Skills

Document synthesis
Requirements analysis
Action planning

Knowledge

Approved reference material

Try this task

Team operations & agencies

Weekly project reporting

Combine bounded issue, task and discussion evidence with supplied project baselines into a weekly progress report.

What you getA source-linked report covering workstream, reported or observed change, baseline, with gaps and next steps.

Apps, skills & knowledge

Apps & tools

GitHub
Todoist
Slack

Skills

Document synthesis
Decision briefing
Action planning

Knowledge

Approved reference material

Try this task

Procurement & suppliers

Supplier discovery and comparison

Compare historical supplier candidates, approved requirements and procurement discussion with dated public verification.

What you getA source-linked report covering supplier, criterion, supporting evidence, with gaps and next steps.

Apps, skills & knowledge

Apps & tools

Slack
Supplier Discovery
Company Research
Web Search

Skills

Company identity resolution
Requirements analysis
Evidence-based comparison

Knowledge

Supplier Discovery
Company Research
Approved reference material

Try this task

Procurement & suppliers

Supplier background research

Join supplier correspondence, business identity records and public evidence into a background brief with conflicts and verification needs.

What you getA source-linked report covering background question, supplier claim, independent evidence, with gaps and next steps.

Apps, skills & knowledge

Apps & tools

Gmail
Company Research
Global Company Identities (optional)
Web Search

Skills

Company identity resolution
Evidence research
Risk evidence triage

Knowledge

Company Research
Global Company Identities (optional)
Approved reference material

Try this task

Procurement & suppliers

Request-for-quotation preparation

Combine procurement requirements, supplier correspondence and capability evidence into a consistent RFQ draft and response checklist.

What you getA source-linked report covering rfq section, requirement, supplier context, with gaps and next steps.

Apps, skills & knowledge

Apps & tools

Gmail
Supplier Discovery
Company Research

Skills

Requirements analysis
Document synthesis
Communication drafting

Knowledge

Supplier Discovery
Company Research
Approved reference material

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Procurement & suppliers

Supplier proposal comparison

Compare supplied proposal text, supplier exchanges and company evidence against an approved procurement rubric.

What you getA source-linked report covering supplier, criterion, proposal evidence, with gaps and next steps.

Apps, skills & knowledge

Apps & tools

Gmail
Company Research

Skills

Requirements analysis
Evidence-based comparison
Document synthesis

Knowledge

Company Research
Approved reference material

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Procurement & suppliers

Public tender opportunity research

Combine current public tender pages, approved qualification rules and team constraints into a sourced opportunity shortlist.

What you getA source-linked report covering notice, official deadline, eligibility evidence, with gaps and next steps.

Apps, skills & knowledge

Apps & tools

Slack
Web Search
Public Contract Notices (optional)
Company Research (optional)

Skills

Evidence research
Requirements analysis
Evidence-based comparison

Knowledge

Public Contract Notices (optional)
Company Research (optional)
Approved reference material

Try this task

Finance & business administration

Customer invoice follow-up

Combine customer-scoped invoice evidence, customer communication and approved billing rules into a careful follow-up draft.

What you getA source-linked report covering invoice, observed state, communication context, with gaps and next steps.

Apps, skills & knowledge

Apps & tools

Stripe
Gmail

Skills

Financial reconciliation
Risk evidence triage
Communication drafting

Knowledge

Approved reference material

Try this task

Finance & business administration

Invoice exception investigation

Investigate bounded billing discrepancies using invoice evidence, customer messages and approved billing rules.

What you getA source-linked report covering exception, billing evidence, customer statement, with gaps and next steps.

Apps, skills & knowledge

Apps & tools

Stripe
Gmail

Skills

Financial reconciliation
Evidence research
Risk evidence triage

Knowledge

Approved reference material

Try this task

Finance & business administration

Client billing review

Compare bounded customer billing, recorded CRM context and supplied contract terms in an evidence-backed review.

What you getA source-linked report covering billing item, contract basis, observed evidence, with gaps and next steps.

Apps, skills & knowledge

Apps & tools

Stripe
HubSpot
Gmail

Skills

Company identity resolution
Financial reconciliation
Decision briefing

Knowledge

Approved reference material

Try this task

Finance & business administration

Company financial evidence analyst

Combine authorized financial document text, company identity and public official sources into a dated financial evidence brief.

What you getA source-linked report covering financial item, period and basis, reported value, with gaps and next steps.

Apps, skills & knowledge

Apps & tools

Google Drive
Company Research
Web Search
Estonian Annual Accounts (optional)

Skills

Company identity resolution
Evidence research
Evidence-based comparison
Decision briefing

Knowledge

Company Research
Estonian Annual Accounts (optional)
Selected reference documents
Reference material (optional) (optional)

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Finance & business administration

Management briefing

Combine operational discussion, customer-scoped billing and approved management evidence into a decision-focused briefing.

What you getA source-linked report covering management question, reported evidence, comparison basis, with gaps and next steps.

Apps, skills & knowledge

Apps & tools

Slack
Stripe
Market Research (optional)

Skills

Document synthesis
Financial reconciliation
Decision briefing

Knowledge

Market Research (optional)
Approved reference material

Try this task

Market research & strategy

Market entry research

Combine historical business coverage, current public evidence and team constraints into market-entry options and validation steps.

What you getA source-linked report covering entry option, supporting evidence, constraint, with gaps and next steps.

Apps, skills & knowledge

Apps & tools

Slack
Market Research
Company Research
Web Search

Skills

Evidence research
Evidence-based comparison
Action planning

Knowledge

Market Research
Company Research
Approved reference material

Try this task

Market research & strategy

Competitor landscape analyst

Build an evidence-backed competitor landscape from company observations, public offerings and approved strategy material.

What you getA source-linked report covering competitor, offering dimension, observed evidence, with gaps and next steps.

Apps, skills & knowledge

Apps & tools

Google Drive
Company Research
Market Research
Web Search

Skills

Company identity resolution
Evidence research
Evidence-based comparison

Knowledge

Company Research
Market Research
Selected reference documents
Reference material (optional) (optional)

Try this task

Market research & strategy

Industry research briefing

Combine industry vocabulary, historical coverage, current public sources and internal research questions into a cited briefing.

What you getA source-linked report covering industry topic, evidence class, supported finding, with gaps and next steps.

Apps, skills & knowledge

Apps & tools

Slack
Market Research
Workforce & Skills Research
Web Search

Skills

Evidence research
Document synthesis
Decision briefing

Knowledge

Market Research
Workforce & Skills Research
Approved reference material

Try this task

Market research & strategy

Business expansion opportunity scout

Connect existing CRM business context, company and supplier evidence, and current public sources to expansion hypotheses.

What you getA source-linked report covering expansion hypothesis, business evidence, existing context, with gaps and next steps.

Apps, skills & knowledge

Apps & tools

HubSpot
Company Research
Supplier Discovery
Web Search

Skills

Company identity resolution
Evidence-based comparison
Action planning

Knowledge

Company Research
Supplier Discovery
Approved reference material

Try this task

Market research & strategy

Company comparison and decision

Compare named businesses against an approved decision rubric using historical observations and dated public evidence.

What you getA source-linked report covering company, criterion, evidence, with gaps and next steps.

Apps, skills & knowledge

Apps & tools

Google Drive
Company Research
Web Search

Skills

Company identity resolution
Requirements analysis
Evidence-based comparison

Knowledge

Company Research
Selected reference documents
Reference material (optional) (optional)

Try this task

Security & business risk

Vulnerability evidence and response-planning

Combine exact public advisories, exploitation evidence and supplied system constraints into a cautious response plan.

What you getA source-linked report covering advisory, version evidence, exploitation signal, with gaps and next steps.

Apps, skills & knowledge

Apps & tools

OSV
Known Exploited CVEs
EPSS
Web Search (optional)

Skills

Vulnerability triage
Risk evidence triage
Action planning

Knowledge

Known Exploited CVEs
EPSS
Approved reference material

Try this task

Security & business risk

Vendor security research

Compare authorized vendor assurance material, questionnaire exchanges and business identity against your security requirements.

What you getA source-linked report covering control requirement, vendor evidence, scope and period, with gaps and next steps.

Apps, skills & knowledge

Apps & tools

Gmail
Company Research
Web Search

Skills

Company identity resolution
Requirements analysis
Risk evidence triage

Knowledge

Company Research
Approved reference material

Try this task

Security & business risk

Threat indicator investigation

Combine incident messages, supplied observations and exact threat-reference definitions into an investigation brief with cautious attribution.

What you getA source-linked report covering indicator or reference, observed at, evidence class, with gaps and next steps.

Apps, skills & knowledge

Apps & tools

Slack
Gmail
ATT&CK Techniques
MISP Reference

Skills

Evidence research
Risk evidence triage
Decision briefing

Knowledge

ATT&CK Techniques
MISP Reference
Approved reference material

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Security & business risk

Business sanctions evidence review

Compare named business identity, collected possible sanctions matches and authorized counterparty evidence for human review.

What you getA source-linked report covering business, possible match, identity evidence, with gaps and next steps.

Apps, skills & knowledge

Apps & tools

HubSpot
Sanctions Entity Records
Global Company Identities (optional)
Web Search

Skills

Company identity resolution
Evidence research
Risk evidence triage

Knowledge

Sanctions Entity Records
Global Company Identities (optional)
Approved reference material

Try this task

Security & business risk

Security advisory-to-team briefing

Connect advisory messages, repository issue context and exploitation evidence to supplied product inventory and team runbooks.

What you getA source-linked report covering advisory, local inventory evidence, known work, with gaps and next steps.

Apps, skills & knowledge

Apps & tools

Gmail
GitHub
OSV
Known Exploited CVEs
EPSS

Skills

Vulnerability triage
Decision briefing
Communication drafting

Knowledge

Known Exploited CVEs
EPSS
Approved reference material

Try this task

Learning & company knowledge

New employee onboarding guide

Combine approved handbook excerpts, scheduled sessions and onboarding tasks into a practical role-specific first-week guide.

What you getA source-linked report covering onboarding day or stage, resource or task, policy evidence, with gaps and next steps.

Apps, skills & knowledge

Apps & tools

Google Calendar
Todoist
Workforce & Skills Research (optional)

Skills

Requirements analysis
Learning plan design
Action planning

Knowledge

Workforce & Skills Research (optional)
Approved reference material

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Learning & company knowledge

Catch up on a project

Read our selected project documents, team discussion and repository issues. Explain the current decisions, open work and questions a new teammate needs to understand.

What you getA source-linked project brief with decisions, open work and questions for the team.

Apps, skills & knowledge

Apps & tools

Slack
GitHub
Google Drive

Skills

Document synthesis
Decision briefing
Action planning

Knowledge

Selected reference documents
Reference material (optional) (optional)

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Learning & company knowledge

Internal research and briefing

Answer a focused internal question using authorized Google Docs text, source metadata and selected team context.

What you getA source-linked report covering research question, supported answer, source section, with gaps and next steps.

Apps, skills & knowledge

Apps & tools

Google Drive
Slack

Skills

Evidence research
Document synthesis
Decision briefing

Knowledge

Selected reference documents
Reference material (optional) (optional)

Try this task

Learning & company knowledge

Training plan and learning-resource

Connect a stated learning goal, approved resources, calendar constraints and active learning tasks into a practical learning plan.

What you getA source-linked report covering learning objective, resource and evidence, practice task, with gaps and next steps.

Apps, skills & knowledge

Apps & tools

Google Calendar
Todoist
Workforce & Skills Research
Web Search

Skills

Learning plan design
Requirements analysis
Action planning

Knowledge

Workforce & Skills Research
Approved reference material

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Learning & company knowledge

Documentation gap and FAQ drafting

Compare observed team questions and repository issues with authorized document text to draft source-grounded FAQs and a gap review queue.

What you getA source-linked report covering observed question, existing doc evidence, gap or conflict, with gaps and next steps.

Apps, skills & knowledge

Apps & tools

Slack
GitHub
Google Drive

Skills

Requirements analysis
Document synthesis
Communication drafting

Knowledge

Selected reference documents
Reference material (optional) (optional)

Try this task