Lost-deal post-mortem

Run this in Assista in under a minute. Edit the prompt, plug in your tools, your teammate handles the rest.

The promptReady to run

Within a week of close-lost, ask what would have changed the decision.

Tweak the prompt before hiring — Assista does the rest. Use this template →

Built for teams that still use the word "production"

Approvals

Risky things stop and ask.

Spend caps, send-email gates, and one-click approvals in Slack or email — risk gets a human; routine just runs.

Audit

Every action, logged.

Inputs, outputs, tool calls, costs — streamed to your SIEM via webhook. The black-box agent era is over.

OAuth

Scoped per teammate.

Each integration is OAuth-secured and pinned to the smallest possible scope. No blanket admin tokens.

Budget

Caps that pause, not surprise.

Per-team monthly cap. Per-task ceiling. Anomaly detection. Spend stays exactly where you put it.

How it works

From template to running teammate in under a minute.

01

Edit the prompt

The template ships with the prompt pre-written. Change a phrase, swap a tool, and you're ready.

02

Hire a teammate

One click — the template becomes a teammate with a name, schedule, and approval boundaries.

03

Review the first run

First run is dry-run by default. Approve it, and the teammate runs on the schedule from then on.

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Cold-email follow-up

After N days of no reply, draft the right follow-up — not a nag.](/content/automation-templates/cold-email-follow-up/index.html) [sales

Conference lead enrichment

Bulk-process a stack of conference contacts: enrich, score, prioritize, draft.](/content/automation-templates/conference-lead-enrichment/index.html)

Pick a template. Run it. Done. That's the whole job.

Browse 250+ templates or describe your own. Your teammate runs it on schedule with approvals built in.