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Browse the workflow library

Beta

The Agent Hub is in beta. The library is still growing and examples may change as we improve them. Found something that does not work or missing a workflow you need? Let us know through the feedback option at the bottom of the page.

Each entry below is a working example you can open for a full guide: what it does, what you need, how to install it and which parts to adapt. Use the filters to narrow the list, for example to automations embedded in Propeller or automations that run outside Propeller and push their results in.

Outside Propeller

Churn risk alerts

Scores every company on churn risk twice a week and creates a ticket in the Action Hub for the biggest risk, so a sales rep can call before the customer leaves.

ScheduleAction Hub ticketMedium
Embedded in Propeller

Margin validator

Checks the margin of the quote you are working on against a threshold and tells you whether it is ready to share or needs approval.

ButtonAnalysisEasy
Embedded in Propeller

Customer pre-meeting summary

Builds a short customer brief from the company page: who the buyers are, recent activity, top products and suggested talking points.

ButtonAnalysisEasy
Embedded in Propeller

Company churn check

Runs a churn analysis for the company you are viewing and returns a risk score with a suggested next action.

ButtonAnalysisEasy
Embedded in Propeller

Products without images

Scans your whole catalogue from the Products page and lists every product that has no image, so you know what to enrich first.

ButtonAnalysisEasy
Outside Propeller

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.

EmailDraft orderMedium
Outside Propeller

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.

WebhookQuote requestAdvanced
Embedded in Propeller

Quote split assistant

A chat agent on the quote editor that finds lines with missing prices or stock, proposes a split and moves problem lines to specialist review quotes.

ChatQuote updateAdvanced
Embedded in Propeller

Sales advisor chat

A chat agent on the quote editor that gives short sales advice, remembers the conversation and can look up the company's recent orders on its own.

ChatAnalysisEasy
Outside Propeller

Bulk test orders

Fills a test environment with realistic random orders so you have data to demo and test with. Not for production.

ManualTest dataMedium
Good to know

The workflows and agents in the Agent Hub are free to use and adapt. They are examples, not supported product features, so test them in a staging environment and check the results before using them in production.