AI Agent Templates

Elevate your workflow with custom AI Agents templates,
complemented by dynamic tools and seamless integrations.

Elevate your workflow with custom AI Agents templates, complemented by dynamic tools and seamless integrations.

Resume Screening AI Agent

Human Resources & Recruitment

workflows

Resume Intake

Role-Based Scoring

Fit Filtering

Payroll Audit AI Agent

Human Resources & Recruitment

workflows

Data Review

Error Flagging

Compliance Checks

Interview Scheduling AI Agent

Human Resources & Recruitment

workflows

Availability Matching

Slot Suggestions

Booking Confirmation

Interview Prep AI Agent

Human Resources & Recruitment

workflows

Interview Pack Generation

Candidate + JD Summary

Question Suggestions

Engagement & Survey AI Agent

Human Resources & Recruitment

workflows

Pulse Surveys

Sentiment Analysis

Burnout Detection

Candidate Sourcing AI Agent

Human Resources & Recruitment

workflows

Profile Discovery

Role Matching

CRM Enrichment

Candidate Outreach AI Agent

Human Resources & Recruitment

workflows

Message Writing

Outreach Sequencing

Follow-Up Automation

Data Entry AI Agent

General Problem Solvers

workflows

Catalog Entry

ID & Document Extraction

ETL (Extract, Transform, Load) AI Agent

General Problem Solvers

workflows

Product Data Entry

ID & Document Extraction

Transaction Reconciliation AI Agent

Financial Services & Banking

workflows

Invoice Parsing

Financil Reporting

Supply Chain Monitoring AI Agent

Retail & E-Commerce

workflows

Order Processing

Product Returns Request Handling

Order Fulfillment

Appointment Management AI Agent

Human Resources & Recruitment

workflows

Appointment Scheduling

Appointment Setting

Appointment Coordination

Interview Scheduler AI Agent

Human Resources & Recruitment

workflows

Appointment Scheduling

Financial Compliance and Reporting AI Agent

Financial Services & Banking

workflows

Financial Reporting

Credit Analysis

Billing Support AI Agent

General Problem Solvers

workflows

Billings & Renewals

Billing Support

Subscription Requests Handling

Transaction Monitoring AI Agent

Financial Services & Banking

workflows

Payment Reminder

Payment Processing

Financial Activity Observation

Accounts Receivable AI Agent

Financial Services & Banking

workflows

Invoice Parsing

Budget Management AI Agent

General Problem Solvers

workflows

Budget Generation

Document Review AI Agent

Legal & Compliance

workflows

ID & Document Extraction

Contract Management AI Agent

Professional Services

workflows

Contract Drafting

Data Collection AI Agent

General Problem Solvers

workflows

Patient Data Verification

Product Data Entry

Lab Data Support

Invoice Processing AI Agent

Financial Services & Banking

workflows

Invoice Parsing

Patient Intake Scheduler AI Agent

Healthcare

workflows

Patient Onboarding

Payroll Calculation AI Agent

Human Resources & Recruitment

workflows

Payment Processing

Onboarding AI Agent

Human Resources & Recruitment

workflows

Employee Onboarding

Compliance Monitoring AI Agent

Financial Services & Banking

workflows

Compliance Check

Compliance Review

Legal Document Classifier AI Agent

Legal & Compliance

workflows

Renewal Management

Procurement Management AI Agent

General Problem Solvers

workflows

Sales Proposal Generation

Vendor Verification

Loan Processing AI Agent

Financial Services & Banking

workflows

Payment Processing

Customer Experience AI Agent

Customer Service

workflows

Loyalty Program Management

Customer Feedback Processing

FAQ Assistance

Payment Reconciliation AI Agent

Financial Services & Banking

workflows

Invoice Parsing

Suspicious Activity Reporting AI Agent

Financial Services & Banking

workflows

Financial Reporting

Proposal Drafting

SEO Content Creation AI Agent

Professional Services

workflows

Content Collection

ID & Document Extraction

Debt Collection AI Agent

Financial Services & Banking

workflows

Debt Resolution

Lab Results Extraction AI Agent

Healthcare

workflows

Data Extraction from Laboratory Reports

Reference Range Identification

Structuring Results for Analysis

Property Management AI Agent

Property & Real Estate

workflows

Property Damage Resolution

Property Underwriting Request

Tenant Inquiry Management

Order Status AI Agent

Retail & E-Commerce

workflows

Order Fullfillment

Order Confirmation Creation

Order Status Handling

Return Handling AI Agent

Retail & E-Commerce

workflows

Return Scheduling

Product Return Requests Handling

Exchange Coordination

Inventory Management AI Agent

Customer Service

workflows

Inventory Check

Catalog Entry

Order Status Handling

Customer Service AI Agent

Customer Service

workflows

Subscription Requests Handling

Order Status Handling

Product Return Requests Handling

Data Extraction AI Agent

General Problem Solvers

workflows

Sales Order Data Extraction

Invoice Data Extraction

Lab Report Data Extraction

Email Triage AI Agent

General Problem Solvers

workflows

Categorization of Emails

Email Forwarding

Auto Reply

Insurance Claim AI Agent

Insurance

workflows

FNOL / Claim Request

Property Underwriting Request

Claim Processing

Know Your Customer (KYC) Verification AI Agent

Financial Services & Banking

workflows

Power of Attorney Validation

Customer Register Validation

Healthcare AI Agent

Healthcare

workflows

Appointment Scheduling and Reminders

Prescription Refill Requests Handling

Symptom Checker and Triage

Order Management AI Agent

Retail & E-Commerce

workflows

Order Processing

Order Status Handling

Order Status Updates

Patient Service AI Agent

Healthcare

workflows

Appointment Coordination

Lab Report Data Extraction

Subscription Requests Handling

Product Listing AI Agent

Retail & E-Commerce

workflows

QA Product Listing

Create Product Listing

Sales Operations AI Agent

Retail & E-Commerce

workflows

Sales Proposal Generation

Return Scheduling

Order Fullfillment

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Agent Templates

Can't find the AI agent template you need?

Beam AI has pre-built 'General Problem Solvers' that can help any business with routine repetitive tasks. Looking for something more specific? Scroll down to browse according to the industry your business belongs to or a specific team in your business.

Agent Templates

Can't find the AI agent template you need?

Beam AI has pre-built 'General Problem Solvers' that can help any business with routine repetitive tasks. Looking for something more specific? Scroll down to browse according to the industry your business belongs to or a specific team in your business.

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General Problem Solver

From billing to customer service, our top picks excel at automating workflows like customer service, document classification, scheduling, and inventory updates, freeing teams to focus on strategic goals.

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Start building AI agents to automate processes

Join our platform and start building AI agents for various types of automations.

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Start Today

Start building AI agents to automate processes

Join our platform and start building AI agents for various types of automations.

Request access

Start Today

Start building AI agents to automate processes

Join our platform and start building AI agents for various types of automations.

Request access