[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"template-prospect-research":3,"catalog-all":70},{"id":4,"name":5,"description":6,"category":7,"steps":13,"suggested_prompts":33,"applies_to":37,"depends_on":39,"kind":40,"is_fragment":41,"headline":42,"use_cases":43,"without_with":47,"related_templates":60,"slug":4,"icon":63,"seo_keywords":64,"managed_by":69,"default_task_type":38},"prospect-research","Prospect Research","Build a qualified prospect list from ICP to review — define who you want, find them, qualify, and check the list",{"id":8,"name":9,"description":10,"icon":11,"position":12,"template_count":12},"sales","Sales","Workflows for moving deals forward — prospecting, outreach, and follow-up. The AI drives through each step and pauses for your approval where it matters, so every rep runs the same motion.","i-heroicons-currency-dollar",4,[14,19,22,25,29],{"node_type":15,"name":16,"description":17,"gate":18},"step","Define ICP","Define the ideal customer profile before finding anyone. Do not search\nyet.\n\nWhat good looks like:\n  - Industry or vertical — specific, not \"businesses\"\n  - Company size — employee count or revenue band\n  - Geography — region, country, or city\n  - Buying trigger — the signal that makes them a fit right now\n    (hiring, funding, tech in use, growth, a pain you solve)\n  - Disqualifiers — what rules a company out, stated explicitly\n  - Target count — how many prospects this list should hold\n\nIf the operator's criteria are vague, push for specifics — a loose ICP\nproduces a useless list.\n\nSave the full ICP as a task note with task_notes_add. Then ask the\noperator to approve it before any searching begins. This is a\ncheckpoint — the AI cannot advance until you approve.\n","requires_approval",{"node_type":15,"name":20,"description":21},"Find","Read the task notes with task_notes_list — the note from the Define\nICP step contains the approved criteria. Work from it.\n\nFind candidate companies matching the ICP. For each candidate capture:\n  - Company name and website\n  - Why it matches — the industry, size, geography, and trigger that\n    qualify it\n  - A source or link backing the match\n\nCast a slightly wider net than the target count, since some will drop\nat qualification. Do not filter hard yet — that is the next step.\n\nSave the candidate list as a task note with task_notes_add. The Qualify\nstep reads this note.\n",{"node_type":15,"name":23,"description":24},"Qualify & Enrich","Read the task notes with task_notes_list — the Find note holds the\ncandidates and the Define ICP note holds the criteria and\ndisqualifiers. Work from them.\n\nFor each candidate:\n  - Check it against every ICP criterion and disqualifier — keep, drop,\n    or flag as uncertain, with a one-line reason\n  - For each kept account, enrich with what you can find: the likely\n    buyer role, a contact name or channel, and any current trigger\n  - Drop anything that hits a disqualifier\n\nProduce the qualified, enriched list trimmed toward the target count.\n\nSave the qualified list as a task note with task_notes_add. If it\nexceeds 10,000 characters, split across notes or store where the\noperator keeps documents and record the location. The List Review step\nreads this note.\n",{"node_type":15,"name":26,"description":27,"gate":18,"on_rejected":28},"List Review","Read the task notes with task_notes_list — the note from the Qualify\nstep contains the final list with reasons and enrichment. Work from it.\n\nPresent the qualified list for review: how many accounts, how each was\nqualified, and any uncertain entries flagged for a decision.\n\nAsk the operator to approve the list before it goes to outreach. This is\na checkpoint — the AI cannot advance until you approve. If you reject,\nthe workflow returns to Qualify & Enrich to adjust.\n","qualify",{"node_type":15,"name":30,"description":31,"gate":32},"Complete","The qualified prospect list is approved and ready for outreach. Confirm\nthe final list is saved as a task note, then close out the task. This\nnote is the named input for an Outreach Message workflow.\n","{'require_context': True}",[34,35,36],"Find 20 prospects that match our ideal customer profile","Research dental clinics in Texas that could use our product","Build a list of SaaS companies hiring for ops roles",[38],"task",[],"template",false,"Build a qualified prospect list from ICP to review. The AI drives through Find, Qualify, and a list-review checkpoint.",[44,45,46],"Build a list of 20 prospects that match a defined ideal customer profile","Research companies in a target industry and geography that fit your offer","Qualify a raw list down to the accounts actually worth reaching out to",[48,51,54,57],{"without":49,"with":50},"You start finding companies before agreeing on who a good prospect even is, and the list drifts off-target","The AI pauses at an ICP checkpoint so you approve the targeting criteria before a single name is added",{"without":52,"with":53},"Unqualified names pile up and a rep wastes a week on accounts that were never a fit","The AI drives a Qualify step against your criteria, so only accounts that pass make the list",{"without":55,"with":56},"You build half a list, close the chat, and have to rebuild the criteria and findings from memory","The AI saves the ICP and the qualified list as notes, so a later session resumes mid-research with nothing lost",{"without":58,"with":59},"A month later nobody can say why an account made the list or who signed off on it","Every step — ICP, Find, Qualify, List Review — is logged, so the reasoning behind every account is on the record",[61,62],"outreach-message","proposal","search",[65,66,67,68],"Prospect Research AI Workflow Template","AI prospecting workflow","lead research workflow template","AI sales prospecting workflow","orchestrator",{"packs":71,"standalone":349,"categories":361},[72,134,164,219,266,312],{"id":73,"name":74,"description":75,"headline":76,"use_cases":77,"icon":81,"category_id":82,"templates":83},"project-planning","Project Planning","Lightweight pack for task-driven projects — plan and execute without strategic goals","Run task-driven delivery from plan to shipped work. The AI drives through planning, phases, features, and tasks.",[78,79,80],"Stand up a project without strategic goals — plan, break into phases, ship","Deliver features and ad-hoc tasks on one consistent process","Give a small team a planning-to-execution backbone the AI drives","clipboard","engineering",[84,96,110,122],{"id":85,"name":86,"description":87,"category_id":82,"step_count":88,"gate_count":12,"kind":40,"is_fragment":41,"icon":89,"headline":90,"use_cases":91,"slug":85,"pack_ids":95},"feature","Feature","Deliver features from requirements capture through implementation and review",7,"zap","Deliver features from requirements to reviewed release. The AI drives through Capture, planning, execution, and Verify.",[92,93,94],"Ship a dark-mode toggle from spec to verified release","Add CSV export end to end — capture, build phases, review, verify","Build a notification system with sign-off before the plans execute",[73],{"id":97,"name":98,"description":99,"category_id":100,"step_count":101,"gate_count":102,"kind":40,"is_fragment":41,"icon":103,"headline":104,"use_cases":105,"slug":97,"pack_ids":109},"plan","Plan","Break down strategic work into structured, reviewable implementation plans","universal",10,5,"map","Turn strategic work into reviewed, executable plans. The AI drives through Analyze, Draft, phases, and execution.",[106,107,108],"Plan a Q2 roadmap from analysis to executed, verified phases","Break a database migration into reviewable phases before any run","Design an API-versioning strategy with sign-off before execution",[73],{"id":111,"name":112,"description":113,"category_id":100,"step_count":12,"gate_count":114,"kind":40,"is_fragment":41,"icon":115,"headline":116,"use_cases":117,"slug":111,"pack_ids":121},"phase","Phase","Execute an implementation phase with verification and quality gates",2,"layers","Execute an implementation phase from ready to verified. The AI drives through Ready, Implement, and Verify.",[118,119,120],"Implement phase 3 of an auth refactor with verification before close","Execute a migration-testing phase from ready state to verified","Run one chunk of a larger plan end to end with quality gates",[73],{"id":38,"name":123,"description":124,"category_id":100,"step_count":125,"gate_count":126,"kind":40,"is_fragment":41,"icon":127,"headline":128,"use_cases":129,"slug":38,"pack_ids":133},"Task","Handle any work item from start to verified completion",6,3,"check-circle","Take any work item from intake to verified completion. The AI drives through Intake, Analyze, Implement, and Verify.",[130,131,132],"Refactor an authentication module with review before it ships","Update API documentation from request to verified change","Research competitor pricing and capture the findings for next time",[73],{"id":135,"name":136,"description":137,"headline":138,"use_cases":139,"icon":143,"category_id":82,"templates":144},"strategic-delivery","Strategic Delivery","Complete workflow suite for strategic feature delivery — from goal setting through phase execution","Run strategic delivery from goal to shipped phases. The AI drives through goals, planning, features, and execution.",[140,141,142],"Connect a quarterly goal to the features and phases that deliver it","Run strategy through execution on one process, from goal to verified phases","Give leadership a goal-to-shipped backbone the AI drives end to end","target",[145,155,158,161],{"id":146,"name":147,"description":148,"category_id":100,"step_count":12,"gate_count":12,"kind":40,"is_fragment":41,"icon":143,"headline":149,"use_cases":150,"slug":146,"pack_ids":154},"goal","Goal","Track strategic objectives from definition through milestone completion","Drive strategic objectives from definition to completion. The AI drives through Capture, Active tracking, and Review.",[151,152,153],"Set Q1 revenue targets and track progress to the milestone","Define a product-market-fit goal with explicit sign-off on the target","Run a quarterly objective from definition through verified completion",[135],{"id":85,"name":86,"description":87,"category_id":82,"step_count":88,"gate_count":12,"kind":40,"is_fragment":41,"icon":89,"headline":90,"use_cases":156,"slug":85,"pack_ids":157},[92,93,94],[135],{"id":97,"name":98,"description":99,"category_id":100,"step_count":101,"gate_count":102,"kind":40,"is_fragment":41,"icon":103,"headline":104,"use_cases":159,"slug":97,"pack_ids":160},[106,107,108],[135],{"id":111,"name":112,"description":113,"category_id":100,"step_count":12,"gate_count":114,"kind":40,"is_fragment":41,"icon":115,"headline":116,"use_cases":162,"slug":111,"pack_ids":163},[118,119,120],[135],{"id":165,"name":166,"description":167,"headline":168,"use_cases":169,"icon":173,"category_id":174,"templates":175},"business-ops","Business Ops","The operational essentials — meeting notes, weekly reports, SOPs, and decision memos on one process","Run the operational essentials on one process. The AI drives meeting notes, weekly reports, SOPs, and decision memos.",[170,171,172],"Turn meetings into notes and weekly reports the whole team can find","Document a process as an SOP and record the decisions behind it","Give an operations team a notes-to-decisions backbone the AI drives","cog","operations",[176,187,198,208],{"id":177,"name":178,"description":179,"category_id":174,"step_count":12,"gate_count":114,"kind":40,"is_fragment":41,"icon":180,"headline":181,"use_cases":182,"slug":177,"pack_ids":186},"meeting-notes","Meeting Notes","Turn a meeting into clean, shareable notes — capture the record, extract the structure, and distribute","file-text","Turn a meeting into clean, shareable notes. The AI drives Extract and Distribute, with a checkpoint on the structure.",[183,184,185],"Turn rough notes into a summary with decisions and action items","Write up a team standup into a shareable recap","Summarize a transcript into decisions, owners, and next steps",[165],{"id":188,"name":189,"description":190,"category_id":174,"step_count":12,"gate_count":114,"kind":40,"is_fragment":41,"icon":191,"headline":192,"use_cases":193,"slug":188,"pack_ids":197},"weekly-report","Weekly Report","Produce a weekly status report from raw inputs to published — gather, draft, review, and publish","bar-chart","Produce a weekly status report from inputs to published. The AI drives Gather, Draft, and a review checkpoint.",[194,195,196],"Write a weekly team status report from scattered updates","Turn the week's notes into a clear progress update for stakeholders","Draft a recurring project report with wins, blockers, and next steps",[165],{"id":199,"name":200,"description":201,"category_id":174,"step_count":12,"gate_count":114,"kind":40,"is_fragment":41,"icon":173,"headline":202,"use_cases":203,"slug":199,"pack_ids":207},"sop-documentation","SOP Documentation","Document a repeatable process as a clear SOP — capture the steps, draft the procedure, walk it through, and publish","Document a repeatable process as a clear SOP. The AI drives through Draft and a walkthrough checkpoint.",[204,205,206],"Document a customer onboarding process as a step-by-step SOP","Write a standard operating procedure for handling refunds","Turn a release process into a procedure a new hire can follow",[165],{"id":209,"name":210,"description":211,"category_id":100,"step_count":12,"gate_count":114,"kind":40,"is_fragment":41,"icon":212,"headline":213,"use_cases":214,"slug":209,"pack_ids":218},"decision-memo","Decision Memo","Make a decision you can defend later — frame it, lay out the options, recommend, and record the call","flag","Make a decision you can defend later. The AI drives Options and a recommendation checkpoint, then records the call.",[215,216,217],"Decide build-versus-buy with the trade-offs laid out side by side","Choose between vendors with a clear recommendation and rationale","Weigh a hiring or timing decision and record why you chose what you did",[165],{"id":220,"name":221,"description":222,"headline":223,"use_cases":224,"icon":228,"category_id":100,"templates":229},"chat-essentials","Chat Essentials","For people who run their work in a plain AI chat — research, decisions, follow-ups, and writing, with no agents and no setup. The AI in the conversation drives each workflow, and you can close the chat and resume later with nothing lost","Run your work in a plain AI chat — no agents, no setup. The AI drives research, decisions, follow-ups, and writing.",[225,226,227],"Run a research report, a decision, and a follow-up entirely inside ChatGPT, Claude, or Cowork","Close the chat mid-task and resume next week with the full context restored","Get a repeatable process the AI drives without installing or configuring anything","message-square",[230,241,244,254],{"id":231,"name":232,"description":233,"category_id":100,"step_count":125,"gate_count":126,"kind":40,"is_fragment":41,"icon":234,"headline":235,"use_cases":236,"slug":231,"pack_ids":240},"research-report","Research Report","Answer a research question with a sourced report — scope it, gather, synthesize, and review before sharing","globe","Answer a research question with a sourced report. The AI drives Scope, Gather, Synthesize, and a review checkpoint.",[237,238,239],"Research a market and write up the findings with sources","Compare competitors and summarize what matters for a decision","Investigate an option and lay out the evidence both ways",[220],{"id":209,"name":210,"description":211,"category_id":100,"step_count":12,"gate_count":114,"kind":40,"is_fragment":41,"icon":212,"headline":213,"use_cases":242,"slug":209,"pack_ids":243},[215,216,217],[220],{"id":245,"name":246,"description":247,"category_id":8,"step_count":102,"gate_count":114,"kind":40,"is_fragment":41,"icon":228,"headline":248,"use_cases":249,"slug":245,"pack_ids":253},"meeting-follow-up","Meeting Follow-Up","Turn a meeting into a sent follow-up — capture what happened, extract the actions, draft the message, and send","Turn a meeting into a sent follow-up. The AI drives through Extract, Draft, and a send-review checkpoint.",[250,251,252],"Write a follow-up email from a client call with clear next steps","Turn raw meeting notes into a recap and an action list","Send a post-demo follow-up that captures what was agreed",[220],{"id":255,"name":256,"description":257,"category_id":258,"step_count":125,"gate_count":126,"kind":40,"is_fragment":41,"icon":259,"headline":260,"use_cases":261,"slug":255,"pack_ids":265},"blog-post","Blog Post","Take a blog post from brief to published draft — outline, write, edit, and a final read-through before it ships","marketing","pen-tool","Take a blog post from brief to published draft. The AI drives through Outline, Draft, Edit, and a final read-through.",[262,263,264],"Write a product-announcement post from a one-line brief to a publish-ready draft","Turn a rough idea into a structured article with a working title and clear sections","Edit a finished draft against the brief before it goes live",[220],{"id":267,"name":268,"description":269,"headline":270,"use_cases":271,"icon":259,"category_id":258,"templates":275},"content-studio","Content Studio","Everything a content team needs — blog posts, social posts, newsletters, and repurposing on one process","Run content production from idea to published. The AI drives blog posts, social posts, newsletters, and repurposing.",[272,273,274],"Take a topic from blog post to social post to newsletter on one process","Repurpose a single piece of content into every channel without copy-paste","Give a content team a consistent draft-edit-review backbone the AI drives",[276,279,290,301],{"id":255,"name":256,"description":257,"category_id":258,"step_count":125,"gate_count":126,"kind":40,"is_fragment":41,"icon":259,"headline":260,"use_cases":277,"slug":255,"pack_ids":278},[262,263,264],[267],{"id":280,"name":281,"description":282,"category_id":258,"step_count":12,"gate_count":114,"kind":40,"is_fragment":41,"icon":283,"headline":284,"use_cases":285,"slug":280,"pack_ids":289},"social-post","Social Post","Take a social post from brief to ready-to-publish — draft a few variants, then polish the winner","megaphone","Take a social post from brief to ready-to-publish. The AI drives through Draft Variants and a Polish checkpoint.",[286,287,288],"Announce a feature on LinkedIn with three hook options to choose from","Turn a blog post into a short, on-brand social post","Draft a post about a customer win and polish it before it goes out",[267],{"id":291,"name":292,"description":293,"category_id":258,"step_count":102,"gate_count":114,"kind":40,"is_fragment":41,"icon":294,"headline":295,"use_cases":296,"slug":291,"pack_ids":300},"newsletter-issue","Newsletter Issue","Build one newsletter issue from theme to send — pick the theme, curate items, draft, and review before it goes out","mail","Build one newsletter issue from theme to send. The AI drives through Curate, Draft, and a send-review checkpoint.",[297,298,299],"Build a weekly issue around a single theme with curated links","Turn a launch into a newsletter that leads with the announcement","Assemble a roundup from a list of saved articles into a clean draft",[267],{"id":302,"name":303,"description":304,"category_id":258,"step_count":102,"gate_count":126,"kind":40,"is_fragment":41,"icon":305,"headline":306,"use_cases":307,"slug":302,"pack_ids":311},"content-repurpose","Content Repurpose","Turn one piece of content into several — pick the angles, produce each version, and review before publishing","package","Turn one piece of content into several formats. The AI drives through Angles, Produce, and a review checkpoint.",[308,309,310],"Turn a blog post into a LinkedIn post, a thread, and a newsletter blurb","Break a webinar into a handful of short social posts","Repurpose a case study into channel-specific versions",[267],{"id":313,"name":314,"description":315,"headline":316,"use_cases":317,"icon":321,"category_id":8,"templates":322},"sales-outreach","Sales Outreach","A full outreach motion — research prospects, send personalized messages, follow up, and write proposals","Run outreach from prospect research to signed proposal. The AI drives research, messaging, follow-up, and proposals.",[318,319,320],"Move a prospect from research to first message to follow-up on one process","Turn a discovery call into a follow-up and a client-ready proposal","Give a sales team a research-to-proposal backbone the AI drives","dollar-sign",[323,326,336,339],{"id":4,"name":5,"description":6,"category_id":8,"step_count":102,"gate_count":126,"kind":40,"is_fragment":41,"icon":63,"headline":42,"use_cases":324,"slug":4,"pack_ids":325},[44,45,46],[313],{"id":61,"name":327,"description":328,"category_id":8,"step_count":102,"gate_count":114,"kind":40,"is_fragment":41,"icon":329,"headline":330,"use_cases":331,"slug":61,"pack_ids":335},"Outreach Message","Send a personalized outreach message from prospect intake to logged outcome — research, draft, review, and record the result","send","Send personalized outreach from prospect to logged outcome. The AI drives Research, Draft, and a send checkpoint.",[332,333,334],"Write a cold email tailored to one prospect's role and trigger","Draft a LinkedIn outreach message grounded in real research","Reach out to a lead and record the outcome for follow-up",[313],{"id":245,"name":246,"description":247,"category_id":8,"step_count":102,"gate_count":114,"kind":40,"is_fragment":41,"icon":228,"headline":248,"use_cases":337,"slug":245,"pack_ids":338},[250,251,252],[313],{"id":62,"name":340,"description":341,"category_id":8,"step_count":102,"gate_count":126,"kind":40,"is_fragment":41,"icon":342,"headline":343,"use_cases":344,"slug":62,"pack_ids":348},"Proposal","Build a client proposal from requirements to client-ready — scope and price, draft, and review before it goes out","briefcase","Build a client proposal from requirements to client-ready. The AI drives through Scope, Draft, and two checkpoints.",[345,346,347],"Write a proposal for a fixed-scope client project from discovery notes","Draft a quote for a services engagement with clear deliverables and price","Turn a discovery call into a structured, client-ready proposal",[313],[350],{"id":351,"name":352,"description":353,"category_id":82,"step_count":125,"gate_count":126,"kind":40,"is_fragment":41,"icon":354,"headline":355,"use_cases":356,"slug":351,"pack_ids":360},"bug-fix","Bug Fix","Track bugs from report through triage, root-cause analysis, and verified resolution","bug","Resolve bugs from report to verified fix. The AI drives through Intake, Reproduce, Analyze, Fix, and Verify.",[357,358,359],"Fix a login-page bug from report to confirmed resolution","Trace and fix an upload crash with the root cause documented","Debug a payment-processing error and verify the fix before close",[],[362,367,371,375,376],{"id":82,"name":363,"description":364,"icon":365,"position":366,"template_count":114},"Engineering","Workflows for building and shipping software — features, bug fixes, and the phases that deliver them. The AI drives through capture, implementation, and verification, pausing at the checkpoints you defined.","i-heroicons-code-bracket",1,{"id":100,"name":368,"description":369,"icon":370,"position":114,"template_count":125},"Universal","Workflows that fit any kind of work, from a quick task to a multi-phase plan. The AI drives the same structured process every time, so outcomes stay consistent across teams and tools.","i-heroicons-globe-alt",{"id":174,"name":372,"description":373,"icon":374,"position":126,"template_count":126},"Operations","Workflows that keep the business running — incidents, requests, and recurring processes. The AI drives each one from intake to resolution, with a full audit trail built in.","i-heroicons-cog-6-tooth",{"id":8,"name":9,"description":10,"icon":11,"position":12,"template_count":12},{"id":258,"name":377,"description":378,"icon":379,"position":102,"template_count":12},"Marketing","Workflows for planning and producing campaigns and content. The AI drives from brief to published, with review checkpoints where you decide before anything goes out.","i-heroicons-megaphone"]