Browse the workflow library
Each card is a working example with its own guide: what you get, what you need, how to install it and what you can change.
The workflows and agents in the Agent Hub are free to use and adapt. They are examples, not supported product features. Test an example in a test environment and check the results before you use it on real customers. Something does not work or a workflow is missing? Let us know through the feedback option at the bottom of the page.
Use the lists above the cards to narrow them down.
- Kind separates agents, which a colleague starts on a page in Propeller, from background workflows, which run by themselves. See the two kinds.
- Trigger says what starts the example: a schedule, a click, a chat message or an incoming email.
- Outcome says what it gives: an analysis on screen, an action in the Action Hub or a new quote or order.
- Difficulty says how much work the install takes.
| Difficulty | What it means |
|---|---|
| Easy | Import it, connect your accounts and switch it on |
| Medium | Works after you change a few settings, such as who gets the actions |
| Advanced | A starting point. Expect to build a part yourself |
Before you install your first example, read what you need.
Churn risk alerts
Twice a week finds the company that is most likely to stop ordering and creates an action in the Action Hub, so a sales rep can call before the customer leaves.
Expiring quote follow-ups
Finds quotes whose Valid Until date is close or has just passed and creates an action in the Action Hub for each one, so a sales rep can follow up before or right after the quote lapses.
Abandoned carts worth a call
Every Monday picks up to 3 valuable carts that customers left behind and creates an action in the Action Hub for each one, so a sales rep can call before the sale is lost.
Contract margin guard
Every Monday compares the product discounts in your price sheets with the current cost price and creates an action for each price sheet that sells below a margin of 15%.
Margin validator
Checks the margin of the quote, order or request you are working on against a threshold and tells you whether it is ready to share or needs approval.
Customer pre-meeting summary
Builds a short customer brief from the company page: who the buyers are, recent orders and quotes and top products.
Company churn check
Runs a churn analysis for the company you are viewing and returns a risk score with a suggested next action.
Products without images
Scans your whole catalogue from the Products page, counts the products that have no image and lists up to 50 of them, so you know what to enrich first.
PO email to draft order
Watches a mailbox for purchase order PDFs, reads them with AI, matches the customer and products and creates a draft order with the PO reference.
Voice to quote request
Turns a recorded voice memo into a quote request: AI transcribes the recording, finds the customer and products and creates the request.
Quote split assistant
A chat agent on the quote editor that moves the lines without a price or with too little stock to a separate quote for a colleague to work out, so you can send the rest.
Sales advisor chat
A chat agent on the quote editor that gives short sales advice, remembers the conversation and looks at the company's recent orders.
Cross-sell and up-sell assistant
A chat agent: give it a product SKU or name, it finds matching products, proposes cross-sell and up-sell relations and, once you confirm, adds them to the product.
Bulk test orders
Fills a test environment with random orders so you have data to demo and test with. Not for the environment your customers use.
Email to quote request
Turns emails in which customers ask for products into quote requests, with the customer and products matched, and creates an action in the Action Hub for each one.
Recurring order proposals
Every Monday puts the products a company buys almost every week, but has not ordered yet this week, on a draft quote with an action in the Action Hub.
Recurring order proposal agent
Shows the products the company you are viewing buys almost every week but has not ordered yet this week, and creates a draft quote for them when you answer yes.
Cross-sell relations from order history
Once a month finds products that different companies buy together in one order and proposes them as cross-sell relations, or creates them.
Product translation agent
Translates the name and descriptions of one product into the languages that are still empty, and saves them after you approve the translation.
Order acceptance check
Every 15 minutes checks new orders for wrong prices, unusual quantities and duplicate PO numbers, and creates an action in the Action Hub for each order that needs a look.
Substitute finder
A button on the quote editor that finds in-stock substitutes for lines that cannot be delivered as quoted, and swaps a line when you pick one.
Account readiness check
Checks whether the company you are viewing is ready to order online: company details, default addresses, contacts, price sheet and purchase authorization, with what to fix.
Buying team overview
Shows who buys at the company you are viewing: per contact the purchase role, orders, spend and top products, with the carts that wait for approval and what needs attention.
Duplicate company finder
Finds companies that were probably entered twice and shows what matches and how many orders and contacts each one has, so you can decide which one to keep.
My day
Gives a sales rep a list for the day: open actions, quote requests that wait, quotes that expire soon and orders that need a next step, with the three to start with.
Price sanity check
Checks your products for price mistakes before customers see them: no price, a cost price above the list price and bulk prices that go up or drop below cost.
Catalogue health scorecard
Scores the quality of your product data, from names and images to EAN codes and stock, and names the gaps to fix first.
Price history
Shows what the customer paid before for each product on the quote or order you are viewing, and flags prices that are higher or much lower.
What changed?
Tells you what changed in the last save of the quote or order you are viewing: lines, quantities, prices, total, status and who saved it.
Why this price?
Explains every line price of the quote or order you are viewing: the list price, the discount that applies and the next quantity break.