Templates
Ready-made agents and workflows from ETA and ETA members. Add one to your Switchboard, pick your AI key and run it on your own account.
Meeting recap writer
Turn messy notes or a transcript into a clean recap with owners and dates.
Free · Goes with AI Agents at Work: Foundations
By ETA · added 1 timesLead researcher
Read a company's website, sum up what they do and draft a first note.
Free · Goes with AI Agents at Work: Practitioner
By ETAFunding scout
List the grant, loan and incentive routes worth checking for a project.
Free · Goes with AI Agents at Work: Practitioner
By ETASOP writer
Turn rough notes about a process into a clear standard operating procedure in Word.
Free · Goes with AI Agents at Work: Practitioner
By ETACompany knowledge assistant
Answers your team's questions from your own documents, with sources.
Free · Goes with AI Agents at Work: Foundations
By ETASupport reply drafter
Drafts a reply to a customer question from your help docs, with sources for the agent to check.
Free
By ETARFP and proposal responder
Pulls the requirements out of an RFP and drafts answers from your past proposals.
Free
By ETAContract summary and key dates
Plain-language summary of a contract: obligations, money, dates and risks.
Free
By ETAPlain-language explainer
Explain a policy, contract or technical document so anyone can follow it.
Free · Goes with AI Fluency: Foundations
By ETALinkedIn post drafter
Draft three LinkedIn posts from an idea, an article or an event.
Free · Goes with AI Agents at Work: Foundations
By ETAEvent follow-up
Turn notes on the people you met into personal follow-up drafts.
Free · Goes with AI Agents at Work: Practitioner
By ETAWeekly AI brief
Every Monday, read the pages you follow and post a short brief to Slack.
Free · Mondays at 8 AM ET · Goes with AI Agents at Work: Advanced
By ETAMeeting minutes and action items
Formal minutes with decisions, owners and due dates from a transcript.
Free
By ETAPolicy drafter with review
Draft an internal policy, then have a second agent check it for gaps before you get it.
Free
By ETAHow-to article for your wiki
Turn a screen recording transcript or chat thread into a knowledge base article.
Free
By ETARelease notes writer
Customer-friendly release notes from a list of changes or merged work.
Free
By ETAHR handbook helper
Employees ask about leave, benefits and policies; it answers from your handbook.
Free
By ETAFAQ builder from your documents
Pull the questions people actually ask about a topic and answer them from your docs.
Free
By ETAAccount research brief
A one-page brief on a prospect from their website and recent news.
Free
By ETASales call follow-up and CRM notes
From call notes to a follow-up email and clean CRM fields in one step.
Free
By ETAInvoice data extractor
Pull vendor, dates, line items and totals from an invoice into a table.
Free
By ETAJob description and interview kit
An inclusive job description plus structured interview questions and a scorecard.
Free
By ETA30-60-90 day onboarding plan
A first-90-days plan for a new hire, by week, with goals and check-ins.
Free
By ETAGrant narrative writer
Outline and first-draft narrative for a grant, matched to the funder's guidelines.
Free
By ETAWeekly status report
Turn bullet updates from your team into a polished status report for leadership.
Free
By ETABuilt something useful? Share it from your Switchboard, free or for a price.