Skip to main content
Jumpstart your automation with pre-built agent templates that solve specific business problems. Each template includes configured workflows, integration setups, and step-by-step setup instructions.

​
Finance & Accounting

Invoice Status Handling

Automatically reconciles invoices and responds to supplier inquiries with real-time payment status updates.Features: Email detection, Airtable integration, automated status responses, complete audit trailIndustries: Financial Services, Professional Services
1

Prerequisites

  • Gmail account [email protected] connected with permissions to read and send emails
  • Airtable API access for invoice and payment status tracking
2

Create Agent

  • Go to Beam AI Templates
  • Click Create on the “Invoice Reconciliation Agent”
  • Click Create → Continue
3

Configure Trigger

  • Service → Configure → Name & Description: “Invoice Reconciliation Agent”
  • Configure Frequency: On-demand or event-driven
  • Filter/Criteria: Process emails with subject containing “Invoice Reconciliation”
4

Deploy

Agent is now setup and ready to process invoice reconciliation emails

Invoice Reconciliation

Streamlines invoice reconciliation processes with automated transaction matching and notifications.Features: Airtable integration, transaction matching, automated notificationsIndustries: Financial Services, Professional Services
1

Prerequisites

  • Airtable base with unmatched transactions table
  • Gmail account for notifications
2

Create Agent

  • In Beam → Agent templates → Invoice Reconciliation → Create → Continue
3

Configure Settings

  • Trigger: Manual (email trigger can be configured)
  • Integrations: Airtable (for transaction data), Gmail (for notifications)
4

Deploy

Agent is ready to reconcile transactions

Order Entry Agent

Automates order entry from PDF documents with duplicate detection and Airtable integration.Features: PDF processing, duplicate detection, Airtable integration, automated email notificationsIndustries: Finance Operations, E-commerce
1

Prerequisites

  • Gmail account [email protected] for sending emails
  • Airtable integration with API keys and permissions
2

Create Agent

  • Go to Beam AI Templates
  • Click Create on the “Order Entry Agent”
  • Click Create → Continue
3

Configure Trigger

  • Service → Configure → Name & Description: “Order Entry Agent”
  • Configure Frequency: On-demand (manual trigger or file upload)
  • Filter/Criteria: Process only new invoices with duplicate detection
4

Deploy

Agent is ready to process new order PDF documents

Order Confirmation Agent

Generates order confirmations with Google Docs integration and database updates.Features: Google Docs generation, Airtable integration, approval workflowIndustries: Finance Operations, E-commerce
1

Prerequisites

  • Gmail account [email protected]
  • Google Docs integration enabled
  • Airtable integration for database updates
2

Create Agent

  • Go to Beam AI Templates
  • Click Create on the “Order Confirmation Agent”
  • Click Create → Continue
3

Configure Trigger

  • Service → Configure → Name & Description: “Order Confirmation Agent”
  • Configure Frequency: On-demand (manual or automatic trigger)
  • Filter/Criteria: Order must be approved during workflow
4

Deploy

Agent is ready to generate order confirmations

FNOL Handling Agent

Automates First Notice of Loss processing for insurance claims with intelligent routing.Features: Automated claim intake, risk assessment, routing optimizationIndustries: Insurance
1

Prerequisites

[email protected] account setup for integration
2

Create Agent

  • Go to Templates
  • Click Create on the “FNOL Handling Agent”
  • Click Create
3

Configure Trigger

  • Agent Configurations → Click Triggers → Click “Add Triggers”
  • Triggers → Gmail
  • Configure → Name & Description = Gmail
  • Configure Frequency = Every Minute
  • Filter Dropdown = Subject, Criteria = FNOL Handling
  • Configure
4

Deploy

Agent is setup and ready

​
Human Resources & Recruitment

Candidate Screening

Automates initial candidate screening with resume analysis and qualification matching.Features: Resume parsing and analysis, qualification matching, automated scoring, Workable integrationIndustries: All Industries
1

Prerequisites

  • Workable account connected to [email protected]
  • Access to job posts, candidates, and stage updates
  • Airtable access for job descriptions
2

Create Agent

  • Go to Beam AI Templates
  • Click Create on the “Candidate Screening Agent”
  • Click Create → Continue
3

Configure Trigger

  • Service → Configure → Name & Description: “Candidate Screening Agent”
  • Configure Frequency: On-demand (manual start via “Create Task” or email trigger)
  • Filter/Criteria: Candidate must exist in Workable for selected job
4

Deploy

Agent is ready for candidate screening and evaluation

Employee Documentation Collection

Streamlines new hire onboarding by automatically collecting and organizing required documents.Features: Document collection automation, compliance tracking, digital organization, Slack notificationsIndustries: All Industries
1

Prerequisites

[email protected] account setup for integration
2

Create Agent

  • Go to Templates
  • Click Create on the “Employee Documentation Collection Agent”
  • Click Create → Continue
3

Configure Trigger

  • Triggers → Gmail
  • Configure → Name & Description = Gmail
  • Configure Frequency = Every Minute
  • Filter Dropdown = Subject, Criteria = Hiring Documentation
  • Configure
4

Deploy

Agent is setup and ready

​
Operations & Customer Service

Customer Service Agent

Provides intelligent customer support with automated responses and knowledge base integration.Features: Automated response generation, knowledge base integration, PDF document uploadIndustries: All Industries
1

Prerequisites

[email protected] account setup for integration
2

Create Agent

  • Go to Templates
  • Click Create on the “Customer Service Agent”
  • Click Create → Continue → Continue
3

Upload Documents

Upload the following items into database and click continue:
  • Product Inquiry Extensive Products PDF
  • Techify Inc Product Return PDF
4

Configure Trigger

  • Agent Settings → Triggers → Gmail → Configure
  • Name & Description = Gmail
  • Configure → Frequency = Every minute
  • Filter dropdown = Subject, Criteria = Customer Service Demo
  • Configure
5

Deploy

Agent is ready and setup properly

Email Triage Agent

Automatically categorizes and routes emails to appropriate departments or team members.Features: Email classification, automatic routing, priority assignment, label managementIndustries: All Industries
1

Prerequisites

  • [email protected] account configured for integration
  • Ensure labels “Relevant” and “Not Relevant” exist in your mailbox
2

Create Agent

  • Go to Templates
  • Click Create on the “Email Triage Agent”
  • Click Create → Continue → Continue
3

Configure Trigger

  • Triggers → Gmail
  • Configure → Name & Description = Gmail
  • Configure Frequency = Every Minute
  • Filter Dropdown = Subject, Criteria = Email Triage Demo
  • Configure
4

Deploy

Agent is setup and ready

Data Extraction Agent

Automatically extracts structured data from documents and forms for processing.Features: Document parsing, data extraction, format standardizationIndustries: All Industries
1

Prerequisites

[email protected] account setup for integration
2

Create Agent

  • Go to Templates
  • Click Create on the “Data Extraction Agent”
  • Click Create → Continue
3

Configure Trigger

  • Triggers → Gmail
  • Configure → Name & Description = Gmail
  • Configure Frequency = Every Minute
  • Filter Dropdown = Subject, Criteria = “Data Extraction”
  • Configure
4

Deploy

Agent is setup and ready

Insurance Claim Agent

Automates insurance claim processing with intelligent document handling and workflow management.Features: Claim intake automation, document processing, workflow routingIndustries: Insurance, Customer Service
1

Prerequisites

[email protected] account setup for integration
2

Create Agent

  • Go to Templates
  • Click Create on the “Insurance Claim Agent”
  • Click Create → Continue
3

Configure Trigger

  • Triggers → Gmail
  • Configure → Name & Description = Gmail
  • Configure Frequency = Every Minute
  • Filter Dropdown = Subject, Criteria = Claim Request
  • Configure
4

Deploy

Agent is setup and ready

​
Sales & Business Development

Sales Operations Agent

Automates sales order processing with email triggers and workflow automation.Features: Email detection, order processing automation, Gmail integrationIndustries: Sales, Business Development
1

Prerequisites

[email protected] account setup for integration
2

Create Agent

  • Go to Templates
  • Click Create on the “Sales Operations Agent”
  • Click Create
3

Configure Trigger

  • Agent Configurations → Click Triggers → Click “Add Triggers”
  • Triggers → Gmail
  • Configure → Name & Description = Gmail
  • Configure Frequency = Every Minute
  • Filter Dropdown = Subject, Criteria = order
  • Configure
4

Deploy

Agent is setup and ready

Quotation Generation Agent

Automates quotation generation from RFQ emails with template-based responses.Features: RFQ processing, automated quotation generation, email integrationIndustries: Sales, Business Development
1

Prerequisites

[email protected] account setup for integration
2

Create Agent

  • Go to Templates
  • Click Create on the “Quotation Generation Agent”
  • Click Create → Continue
3

Configure Trigger

  • Triggers → Gmail
  • Configure → Name & Description = Gmail
  • Configure Frequency = Every Minute
  • Filter Dropdown = Subject, Criteria = RFQ
  • Configure
4

Deploy

Agent is setup and ready

​
Compliance & Verification

KYC Verification

Automates Know Your Customer verification processes with document validation.Features: Document verification, identity validation, Airtable form processingIndustries: Financial Services, Banking
1

Create Agent

  • Go to Templates
  • Click Create on the “KYC Agent”
  • Click Create → Continue
2

Configure

This agent primarily handles KYC verification workflows through Airtable forms. The main workflow involves processing form submissions for existing or new users.
3

Deploy

Agent is ready to process KYC verifications

​
Getting Started with Templates

1

Browse Templates

Explore templates organized by department and use case above. Each template includes a detailed description and setup instructions.
2

Check Prerequisites

Review the prerequisites for your chosen template. Most require [email protected] account access and specific integrations.
3

Create and Configure

Follow the setup instructions within each template card to create and configure your agent with the required integrations.
4

Deploy and Monitor

Deploy your agent and monitor performance through the Beam dashboard. All agents can be customized after deployment.

​
Customization Options

All templates can be customized to fit your specific needs:
  • Modify workflow logic and business rules
  • Configure integrations with your existing systems
  • Customize response templates and notifications
  • Connect to your databases and APIs
  • Set up custom analytics and reporting
  • Adjust trigger frequencies and filters