Worker Templates
Templates are pre-configured workers for common business tasks. Select a template, review the charter, and activate — no description needed.Available Templates
| Template | What it does | Schedule |
|---|---|---|
| Customer Support | Handle inbound questions, look up accounts, draft replies | Continuous |
| Inbox Triage | Read email, categorize by urgency, forward to the right person | Every 15 min |
| Price Monitor | Track competitor pricing and alert on changes | Hourly |
| Social Monitor | Watch for brand mentions across the web | Every 2 hours |
| PR Reviewer | Review GitHub pull requests for code quality | Every 30 min |
| Meeting Summary | Summarize discussions and extract action items | Weekdays 10 AM |
Using a template
- From the dashboard, click Create and switch to Worker mode
- Scroll down to the template section
- Click a template to preview its charter
- Edit any permissions if needed
- Click Activate
Customizing templates
Templates are starting points. After activation, you can edit the worker’s charter to:- Add or remove canDo, askFirst, and neverDo rules
- Change the schedule
- Switch the AI model
- Add integrations (Gmail, Slack, Stripe, etc.)