DESCRIPTION
This template deploys a sophisticated Personal Assistant agent designed to automate high-leverage operational workflows. It acts as a proactive partner, bridging the gap between communication, planning, and execution tools.
Key capabilities include:
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Smart Scheduling: Manages calendar invites with automatic timezone conversions (UTC to Local/ET) and handles booking logistics for both virtual and in-person meetings.
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CRM Enrichment: Automatically researches new contacts using Apollo and Exa, then syncs findings directly to Salesforce to keep your CRM data pristine.
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Project Management: Converts unstructured requests (emails, Slack messages) into structured Linear tickets with correct sizing, labeling, and prioritization logic.
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Communication: Drafts context-aware emails for review, ensuring tone consistency and brevity.
Ideal for executives, founders, and operators who need autonomous support to reduce administrative friction.
Usage: Interact naturally. You can forward raw emails or give broad instructions like "Book a meeting with Sarah next week" or "File a bug for this email thread," and the agent will handle the specific tool execution steps.
TOOLS
HOW DO YOU SET THIS UP?
1.
Authenticate Required Tools
Connect your accounts for the core services this agent relies on. You will need to authenticate: Gmail, Google Calendar, Linear, Salesforce, Apollo, and Exa. Without these connections, the specific modules (Scheduling, CRM, Research) will fail. This *should* work with competitive solutions.
2.
Personalize Prompt Variables
In the AI Instructions editor and look for the <configuration> block at the very top. Replace the placeholder values {{USER_LOCATION}} (e.g., "New York"), {{USER_TIMEZONE}} (e.g., "ET"), and {{DEFAULT_LINEAR_TEAM}} (e.g., "ENG") with your actual details. This ensures timezones and ticket routing work correctly.
Hand-picked by the Gumloop team
