Start from a template.
You don't have to start from a blank page. Actana comes with a library of ready-made templates you can use as they are or adjust to fit. You can also save your own — ask the Assistant to turn what you've built into a reusable template, so the next project starts where the last one left off.
57 templates across 7 categories.
Ready-made starting points.
Each template lays out a complete piece of work. Pick one that is close to what you need, then adjust it.
Self-populating CRM
Create a table named 'CRM' with columns: name, email, company, stage, last_contact, notes. Then build a scheduled workflow that runs every weekday at 8am, pulls latest customer records from any data source blocks you add, upserts them into the CRM table by email, and inserts a new row for any unmatched contact.
Meeting prep agent
Schedule trigger at 7am weekdays. Google Calendar fetches today's events, an Agent with web search researches every attendee, and the brief is written to briefs/{date}-{event-title}.md.
Resolve todo list
Create todos.md. An Agent reads Google Calendar, extracts upcoming commitments and overdue items, and rewrites todos.md as a checklist with [ ] open and [x] completed.
Research assistant
Input 'topic'. Agent with web search gathers the latest info and writes research/{topic-slug}.md with Summary, Key Findings, Sources.
Auto-reply agent
Scheduled hourly. Gmail fetches unread inbox, an Agent identifies what needs a response and drafts a contextual reply, then Gmail saves the drafts.
Expense tracker
'Expenses' table. Scheduled nightly workflow pulls latest transactions from connected payment blocks, Agent assigns category, inserts new rows. Weekly Monday-morning workflow writes reports/expenses-{week}.md.
Competitive battle cards
Input 'competitor'. Agent with web search researches features, pricing, positioning, strengths, weaknesses — writes battle-cards/{competitor-slug}.md.
QBR prep agent
Input 'customer_id'. Creates Customers / Usage / Tickets / Billing tables if missing, pulls per-customer rows, compiles a QBR brief covering health, usage trends, support themes, milestones, renewal risk to qbrs/{customer_id}-{quarter}.md.
Lead enrichment pipeline
'Leads' table. Watcher triggers on new rows. Apollo + Agent with web search enriches company size, funding, tech stack, decision-maker contacts, writes back to the row.
Prospect researcher
Input 'company_name'. Agent with web search researches recent news, funding, decision-makers, pain points, mutual connections — writes prospects/{company-slug}.md.
Outbound sequence builder
'Leads' table. Daily scheduled workflow reads status='new' leads, Agent with web search researches each, drafts personalized cold emails, Gmail sends, updates status to 'contacted'.
Deal pipeline tracker
'Deals' table. Daily 8am Salesforce pulls open deals, upserts the table, Slack posts a summary of at-risk deals.
Win/loss analyzer
Weekly Monday workflow. HubSpot pulls deals closed in the past week, Agent analyzes patterns in wins vs losses (deal size, industry, cycle, objections), writes reports/win-loss-{week}.md.
Sales call analyzer
'Call Insights' table. Triggered on Gong call completion. Agent extracts objections, action items, competitor mentions from the transcript, writes a row, posts a Slack summary.
Webflow lead capture pipeline
'Webflow Leads' table. Triggered on Webflow form submission. Apollo + Agent with web search enriches each lead, scores 0–100 on fit, inserts a row, posts Slack alert for >70.
Customer feedback analyzer
'Feedback Themes' table. Weekly Monday workflow pulls last week's Intercom conversations, Agent categorizes by theme and sentiment, upserts rows, Slack digest with top 5 pain points and feature requests.
Churn risk detector
'Customer Risk' table. Daily workflow pulls customer activity (ticket frequency, sentiment, usage) from connected sources, Agent computes a risk score, upserts rows, Slack alert when score crosses 70.
Survey response analyzer
'Survey Responses' table. Daily workflow pulls new Typeform responses, Agent categorizes by theme/sentiment, inserts rows, Slack digest with the day's takeaways.
Feature spec writer
Input 'idea'. Agent with web search studies how similar features work in competing products, writes a PRD to specs/{slug}.md with Problem, User Stories, Acceptance Criteria, Edge Cases, Open Questions.
Bug triage agent
Triggered by new Sentry issues. Agent classifies severity and identifies affected users, creates a Linear ticket with the full stack trace, Slack alert to on-call only for sev-1 and sev-2.
Changelog generator
Friday 4pm scheduled. GitHub pulls all merged PRs from the past 7 days, Agent categorizes each as feature/fix/improvement and rewrites as user-facing copy, writes changelogs/{week}.md.
Incident postmortem writer
Inputs 'incident_channel' and 'incident_start'. Slack pulls the incident thread, Sentry gathers related errors, Agent drafts a structured postmortem (Timeline, Root Cause, Impact, Action Items) to postmortems/{date}-{slug}.md.
Documentation drift detector
Weekly scheduled workflow. GitHub fetches recent merges touching API surface, Agent detects documentation drift in linked Notion pages, updates them directly or creates Linear tickets describing needed doc updates.
Sprint report generator
Triggered on last day of each sprint. Jira pulls all sprint tickets grouped by status, Agent computes velocity / carry-over / themes, writes sprint-reports/sprint-{n}.md.
Long-form content writer
Input 'brief'. Three-agent chain: research with web search → outline → full article. Saves to articles/{slug}.md.
Social media content calendar
'Content Calendar' table. Weekly scheduled workflow researches trending topics via web search, generates a week's worth of post drafts across X, LinkedIn, Instagram, inserts as 'draft' rows.
Multi-language content translator
Inputs 'source_file' and 'target_languages'. Agent translates preserving tone and formatting, writes each translation to translations/{lang}/{filename}, flags culturally nuanced sections for review.
Content repurposer
Input 'youtube_url'. YouTube fetches video details, Agent generates three repurposed files: Twitter thread, LinkedIn post, blog summary.
Social mention tracker
'Social Mentions' table. Daily workflow uses Reddit and X to search for brand + competitor mentions, Agent scores sentiment and reach, inserts rows, Slack digest of notable mentions.
SEO content brief generator
Input 'keyword'. Firecrawl scrapes the top 10 ranking pages, Agent analyzes structure, subtopics, questions answered — writes briefs/seo-{keyword}.md with Outline, Word Count Target, Questions to Answer, Internal Linking Suggestions.
Newsletter curator
Weekly scheduled workflow. Agent with web search scrapes favorite industry sites, picks top 5 stories, drafts 2-sentence summaries, writes newsletters/{week}.md, creates a draft Mailchimp campaign.
LinkedIn content engine
Daily scheduled. Fetches latest blog posts via web scraping, Agent generates a LinkedIn post (hook + insight + CTA) for each, saves to linkedin-drafts/{slug}.md, queues for review before LinkedIn posts.
Blog auto-publisher
Input 'draft_file'. Agent with web search researches target keywords and optimizes the draft for SEO, formats with proper headings and meta description, creates a WordPress draft post.
Document summarizer
Input 'document_path'. Reads the file, Agent extracts key takeaways, action items, important dates, and a one-paragraph executive summary, writes summaries/{filename}-summary.md.
Bulk data classifier
Inputs 'source_table' and 'target_columns'. For each row, Agent classifies, tags, scores, enriches text fields, writes structured output back to the row.
Automated narrative report
Weekly scheduled workflow. Pulls past week's data from your tables, Agent analyzes trends and anomalies and writes a narrative explaining what changed and what to do next, saves reports/weekly-{week}.md, Slack 3-bullet summary.
Investor update writer
'KPIs' table. Monthly scheduled workflow on the 1st, reads latest period, Agent drafts an investor update covering Highlights, Lowlights, Asks, KPIs, writes investor-updates/{month}.md.
Email digest curator
Daily scheduled. Agent with web search finds latest articles on topics you care about, picks top 5, writes a paragraph summary for each to digests/{date}.md, posts the same digest via Slack.
Weekly team digest
Friday 5pm scheduled. GitHub, Linear, Slack fetch the week's commits, closed issues, notable conversations, Agent composes a formatted weekly summary, posts back to Slack.
Daily standup summary
Weekday 11am scheduled. Slack fetches messages from #standup since yesterday, Agent summarizes what each person is working on plus blockers, Google Docs appends to a rolling Standup doc.
Email triage assistant
Hourly scheduled. Gmail fetches new inbox emails, Agent categorizes each as Action Needed / FYI / Follow-up, drafts replies for routine ones, posts a prioritized Slack summary.
Meeting notes to action items
Input 'notes'. Agent extracts action items with owners and due dates, creates a task in Linear or Asana for each, posts a Slack summary.
Weekly metrics report
Monday 9am scheduled. Stripe pulls past week's payment data, Agent computes MRR, churn, new subscriptions, failed payments, writes a row to a Google Sheet, posts a Slack summary with week-over-week deltas.
Product analytics digest
Weekly Monday scheduled. Amplitude fetches active users, feature adoption, retention cohorts, top events for the past week, Agent composes an executive summary with WoW trends, posts via Slack.
Scheduling follow-up automator
Triggered by new Calendly bookings. Agent with web search researches each attendee and their company, prepares a pre-meeting brief, sends a personalized confirmation email with agenda and prep materials via Gmail.
SMS appointment reminders
Weekday 8am scheduled. Google Calendar fetches events in the next 24 hours, sends each attendee an SMS via Twilio with the meeting time, location, prep notes.
Microsoft Teams daily brief
Weekday 8:30am scheduled. GitHub and Jira fetch the past day's commits and ticket status changes, Agent composes a brief, Microsoft Teams posts it to the team channel.
Data cleanup agent
Input 'source_table'. For each row, Agent standardizes values, detects duplicates, fills missing fields where possible, sets a 'needs_review' flag for low-confidence rows. Updates in place.
SOP generator
Input 'process_description'. Agent generates a detailed SOP with numbered steps, responsible roles, decision points, checklist — writes sops/{slug}.md.
Invoice processor
'Invoices' table. Watches Gmail for invoice attachments, Agent extracts structured fields from the PDF, inserts a row, Slack alert for invoices due within 7 days.
Competitive intel monitor
'Competitor Snapshots' table. Weekly Firecrawl scrapes competitor sites, Agent diffs against last snapshot and summarizes changes, inserts a new row, Slack alert for major updates.
Revenue operations dashboard
'Revenue Daily' table. Daily Stripe block computes MRR, net revenue, failed payments, new subs, inserts a row, Slack summary highlights trends and anomalies.
E-commerce order monitor
'Orders' table. Triggered by new Shopify orders to flag high-value or unusual orders. Daily scheduled workflow posts inventory + sales summary via Slack with restock alerts.
Recruiting pipeline automator
'Pipeline' table. Daily Greenhouse syncs open roles and candidates, computes days-in-stage, flags candidates stuck >5 days, Slack summary of bottlenecks.
Infrastructure health report
'Infra Daily' table. Daily Datadog queries error rate, p95 latency, CPU and memory averages, inserts a row, Slack summary highlights anomalies vs trailing 7-day average.
Airtable data sync
Hourly scheduled. Airtable reads records from a base, upserts into an Actana table by primary key, Agent detects conflicts vs the last sync, Slack message for any discrepancies.
Customer 360 view
'Customer 360' table. Daily workflow pulls from connected CRM, support, billing, product-usage sources, aggregates per customer, upserts the table, Slack alert for accounts showing trouble across multiple signals.
See Actana on your own work.
Book a demo and we'll walk through how it would work for your team — building it, putting it to work, and keeping an eye on it, using the AI you prefer and running where you choose.