Find Your Template

This workflow automatically files email attachments into Egnyte with AI-powered folder classification and filename standardization.

This workflow automates the time-consuming process of responding to ESG (Environmental, Social, and Governance) questionnaires by intelligently drafting answers from your knowledge base, routing them through human approval, and syncing every step with Asana for full team visibility.

This workflow automatically extracts structured data from SOW documents, enriches it with live Salesforce context, and generates ready-to-use Salesforce and Asana payloads.

This Audit Testing Agent reads your loan files, tests all controls automatically, and delivers a completed workpaper with tick-marked PDFs ready for review.

A question-answering assistant that classifies incoming banking queries and dispatches them to either a Security Policy retriever or a Products & Services retriever, returning compliant, knowledge-base-grounded answers.

A question-answering assistant that classifies incoming banking queries and dispatches them to either a Security Policy retriever or a Products & Services retriever, returning compliant, knowledge-base-grounded answers.

This voice-of-customer extraction agent that searches meeting transcripts based on an M&A-focused request and returns relevant, attributed customer quotes with context.

This voice-of-customer extraction agent that searches meeting transcripts based on an M&A-focused request and returns relevant, attributed customer quotes with context.

An automated meeting-prep research agent that turns a few inputs into a concise, high-signal meeting brief plus a Word doc saved to SharePoint.

An intake-to-draft workflow that collects project details, retrieves matching SOW templates from OneDrive, drafts a polished SOW in markdown, saves it as a Word document in SharePoint, and emails a review link via Outlook.

An AI-powered compliance review system that analyzes new product RFCs against AML guidelines and adverse media, then generates comprehensive compliance reports automatically saved to SharePoint.

A Cerebras-powered contract analysis workflow that ingests documents, extracts critical terms and clauses, cross-references them against organizational policies, and produces comprehensive risk assessments.

An AI-powered RCM analyst that automatically triggers when new claims or remittance files arrive in S3, queries historical data from Snowflake, assesses denial risk or root causes, and routes findings to Microsoft Teams and Epic FHIR workqueues.

Automating the creation of structured, regulatory-ready CAPA documentation while ensuring critical incidents immediately alert the appropriate stakeholders.

A medical data assistant that queries Snowflake databases and Epic FHIR systems using natural language, then generates comprehensive patient reports with AI-driven analysis.

An AI-powered investment analysis assistant that reads operating memorandums for private real estate lending deals, extracts key metrics (IRR, cash-on-cash returns, risk profile, etc.), and delivers professional investment recommendations.

An AI-powered OM generator for that transforms uploaded underwriting reports and financial models into polished, investor-ready Operating Memorandums with market analysis and team overviews.

An AI-powered real estate investment analysis workflow that processes offering memorandums and underwriting models to automatically generate location & market analysis, deal economics summaries, claim validation reports, and a formatted investment memo.

An end-to-end work order automation agent that creates work orders from user requests, matches them with top-rated vendors, sends professional email communications, and logs all activities for human follow-up.

An AI-powered lease analysis assistant that parses uploaded lease documents to automatically extract structured metadata, classify lease types, and identify who is responsible for key obligations.

An AI-powered workflow that ingests arrears Excel files, automatically adds comments requesting explanations for items over 30 days overdue or payment requests for amounts exceeding $100,000, then emails the updated spreadsheet to designated recipients.

An automated KYC compliance agent that extracts identity data from uploaded documents, screens individuals against sanctions lists and adverse media, and generates comprehensive risk assessment reports.

An AI-powered RMF compliance automation system that transforms system metadata, uploaded evidence, and security requirements into a complete, audit-ready ATO package for DoD IL5 systems.

An AI-powered RFP response generator that transforms uploaded RFP documents and internal notes into complete, professionally formatted proposals by leveraging organizational knowledge bases and automated document creation.

This AI-powered compliance reviewer analyzes engineering design documents against regulatory standards, generates executive summaries, and automatically emails formatted reports to stakeholders.

This agent unifies knowledge from official documents to provide fast, reliable, and compliant responses to answer patient queries.

An AI-powered workflow that transforms uploaded technology datasets into a structured, insight-rich report—highlighting trends, competitors, and research opportunities.

This agent automates the extraction, analysis, and escalation of exceptions in loan underwriting documents, ensuring fast and consistent credit policy checks.

This agent automates the review of uploaded closing package documents, checking for missing, expired, or non-compliant items, and notifies stakeholders if issues are found.

This digital Safety Manager that answers user questions by combining input, uploaded files, and multiple knowledge sources to deliver compliant, standards-based safety answers.

This agent automates the generation, analysis, and secure SharePoint storage of loan term sheets and risk summaries, streamlining the process from user input to document creation.

An AI-powered compliance reviewer that analyzes web content against regulations, generates a detailed compliance report, and emails it to a designated reviewer.

This agent automates the creation of a full patent draft—integrating user input, prior art, uploaded images, and legal templates—into a cohesive, ready-to-review document.

This agent automates legal document drafting and review by leveraging your company’s historical contracts and policies, providing fast, accurate, and standardized legal outputs.

This agent automates the extraction and analysis of IP-related issues from uploaded evidence and connected file repositories, streamlining legal review.

This agent automates the analysis and comparison of uploaded contracts against a gold-standard policy, highlighting violations and providing clear recommendations.

This agent automates the process of answering customer questions by combining company knowledge base files and website content, delivering fast, reliable responses.

This agent automates the process of gathering, analyzing, and distributing daily actionable client insights and news, ensuring the team is always informed and ready to act.

This agent automates the process of gathering, analyzing, and reporting on global currency and FX trends by combining web research, knowledge base data, and expert synthesis into a ready-to-send email.

An AI-powered assistant that finds, summarizes, and emails relevant past proposals from Google Drive based on a user’s new project topic.

This agent retrieves relevant information from SharePoint investment memos, uses advanced AI to answer user questions, and emails a clear, referenced summary to the end user.

This agent streamlines the process of gathering patient information and relevant clinical knowledge to generate clear, context-aware summaries for healthcare providers.

This AI agent translates plain English business questions into actionable, C-suite-ready insights by automatically querying a Snowflake data warehouse and summarizing results.

This agent unifies knowledge from official documents and EHR records to provide fast, reliable, and compliant responses to patient support queries.

This agent automates the end-to-end process of searching internal knowledge bases, extracting key information, and drafting a professional investor newsletter ready for distribution.

This agent is an API chatbot that interprets user questions about portfolio performance and returns clear, summarized answers.

This agent automates the extraction, structuring, and logging of key compliance and summary data from healthcare call audio, ensuring accuracy and efficiency.

This agent automates the extraction and structured summarization of essential data from uploaded capital account statements and legal entity files, delivering clear, actionable summaries.

A digital Safety Manager that answers user questions by combining input, uploaded files, and multiple knowledge sources to deliver compliant, standards-based safety answers.

This agent automates the extraction, analysis, and risk assessment of LPOA documents, ensuring consistent compliance checks and actionable summaries at scale.

This agent answers leadership and management questions using only company-approved documents, providing concise, cited responses to help managers lead more effectively.

This agent automates the process of answering HR policy questions by searching internal knowledge bases and documents, providing instant, reliable responses to employees.

This agent automatically finds and recommends employees with relevant experience for project needs by searching across a knowledge base of employee resumes.

This agent automates the end-to-end process of collecting, mapping, validating, and packaging all required documentation and evidence for DoD RMF/ATO (IATT-C) compliance.

This agent handles first-line IT support, instantly answering questions and escalating unresolved issues.

This agent automates the extraction, analysis, and reporting of all critical information from tender documents.

An AI-powered workflow that translates and/or transcribes user messages or audio files into a chosen language and formality, then emails the polished result to the user.

This AI-powered assistant instantly summarizes client CRM data and fund product information into a clear, professional answer for investment managers.

This agent streamlines customer support by searching internal knowledge bases, generating concise answers, and automatically recording Q&A pairs in Airtable.

This agent takes a stock ticker or instrument name, fetches real-time news and financial details, and produces a cited market research report for the user.

An AI-powered assistant that helps users write, review, and improve internal control statements.

This agent answers company compliance questions by referencing a knowledge base of official documents.

This agent automates the classification of uploaded banking documents and seamlessly records the results in a structured Google Sheet.

This AI-powered assistant instantly summarizes client CRM data and bank product information into a clear, professional answer for financial advisors.

This agent automates the analysis, summarization, and business-focused reporting of government grant data, making it easy for organizations to identify funding opportunities and trends.

This agent automates the process of discovering partnership opportunities, searching for matching events in a target city, and compiling actionable recommendations for easy sharing and tracking.

This agent streamlines the device insurance underwriting workflow by guiding the customer (or agent) through structured data collection/

This workflow streamlines the First Notice of Loss (FNOL) process by capturing report details, extracting key information, triaging based on urgency, and presenting a clear summary with suggested next steps.

An AI-powered workflow that converts handwritten insurance claim forms into structured, validated, and adjuster-ready digital documents.

An AI-powered claims intake and verification assistant that checks policy validity, evaluates supporting evidence, and automatically notifies claimants of approval or rejection.

Lets users upload an insurance policy and instantly get clear, accurate answers to coverage questions based only on the document. It solves the problem of manually searching through lengthy, complex policies and reduces errors or delays in explaining coverage.

This agent automates the extraction, validation, and approval/denial of employee reimbursement requests.

This agent processes contracts to extract clauses, flag risks, and answer questions in plain language. It speeds up reviews while improving consistency, so legal and business teams can make decisions faster.

This AI agent analyzes project documents against CapEx guidelines, verifies the analysis for accuracy, and automatically logs the results to Airtable.

This agent eliminates the need for manual, multi-source property research by automating data gathering, verification, and reporting in a single workflow.

This agent automates the synthesis and formatting of term sheets.

This agent automates the detection and notification of missing, expired, or non-compliant documents in closing packages.

This agent automates and standardizes the review of loan files against credit policy

This agent automates and standardizes the risk review of loan and credit applications.

This agent automates the extraction, cross-checking, and validation of borrower real estate histories.

A code review and compliance assistant that searches your repository, detects errors, security and compliance issues, and delivers an actionable summary for QA or security teams.

This agent handles the end-to-end permit review, compliance checking, and applicant notification process, reducing staff workload and improving turnaround time.

This agent covers the process of answering complex budget questions by instantly analyzing uploaded financial files and delivering clear, source-cited insights.

This agent advances the end-to-end process of finding, organizing, summarizing, and citing academic research—even integrating with library databases—so you can focus on insights, not busywork.

Financial institutions spend huge effort on compliance controls. This AI Agent automates follow-ups, evidence requests, and reporting—saving time and ensuring audit readiness.

This AI agent matches your organization and project to the best government grants, summarizes key details, and delivers a professional report—instantly.

This agent automates regulatory compliance review, reduces manual effort, and ensures findings are delivered to the right person—fast, reliably, and with clear, actionable insights.

This agent researches and writes a comprehensive policy brief on any topic.

Delivers structured, step-by-step troubleshooting guidance by combining user queries with equipment documentation, ensuring consistent and reliable support without constant reliance on senior experts.

StackAI reconciles financial statements from Excel and PDF, shows a side-by-side table, and produces a plain-language summary of differences you can email to stakeholders.

StackAI’s analyzer ingests earnings-call audio or transcripts, extracts key themes and cited KPIs, tags sentiment by speaker, and produces a one-page brief teams can share right after the call.

Automatically match students to scholarships they qualify for in seconds by building a Scholarship Matching AI Agent.

This AI assistant frees advisors to spend more time on meaningful conversations and strategic academic planning.

This agent answers student questions about a specific university course by searching across course documents, Google Drive, and SharePoint, then generates a concise, well-formatted answer.

StackAI automates memo drafting by consolidating pitch decks, financials, meeting notes, and external research—cutting turnaround time from hours to minutes and ensuring professional, error-free reports.

StackAI’s Document Comparison Agent reads two or more versions of a document and highlights every change. It turns messy diffs across Excel, Word, and PDF files into a clean, structured report that anyone can trust.

This agent lets users ask natural-language questions and get precise answers sourced from your docs, wikis, and tickets. It keeps responses grounded with citations, so teams trust the output and move faster.

This agent reviews drafts for clarity, tone, structure, and correctness, then suggests targeted edits with examples.

This agent turns your manuals, SOPs, and best-practice docs into an interactive coach that answers questions, quizzes staff, and recommends next steps. It personalizes learning by role and skill gaps so teams ramp faster and retain more.

StackAI’s Spreadsheet Assistant lets anyone ask a business question in plain language and get a cited answer pulled from CSV/XLSX files or live tables—no formulas, no BI backlog.

This agent reviews security questionnaires, pulls accurate answers from your policies and past responses, and fills forms in the required format. It flags missing data, ensures compliance with standards, and maintains consistent, approved wording.