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Find Your Template

Jumpstart your building process with templates from StackAI.

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Integration

Gmail

Drive

Sharepoint

Airtable

Notion

Sheets

Exa

Knowledge Base

How to build a Library Research Assistant

This agent advances the end-to-end process of finding, organizing, summarizing, and citing academic research—even integrating with library databases—so you can focus on insights, not busywork.

OpenAI

Gmail

Excel/Sheets

How to build a IT Chatbot

This agent handles first-line IT support, instantly answering student questions, collecting feedback, and escalating unresolved issues—reducing manual workload and improving response times..

Excel/Sheets

Gmail

How to build a Compliance Control AI Agent

Financial institutions spend huge effort on compliance controls. This AI Agent automates follow-ups, evidence requests, and reporting—saving time and ensuring audit readiness.

OpenAI

Web Search

How to build a Open Data Insights AI Agent

The Open Data Insights Agent reduces the burden on analysts by generating data visualizations, speeding up decision cycles and equipping local governments to make data-driven, defensible choices about housing policy, public safety, and community health.

Google Drive

Anthropic

How to build a Grant Matching AI Agent

This AI agent matches your organization and project to the best government grants, summarizes key details, and delivers a professional report—instantly.

OpenAI

Knowledge Base

Gmail

How to build a Regulatory Compliance AI Agent

This agent automates regulatory compliance review, reduces manual effort, and ensures findings are delivered to the right person—fast, reliably, and with clear, actionable insights.

OpenAI

Knowledge Base

How to build an AI Policy Analyst

This agent researches and writes a comprehensive policy brief on any topic.

Slack

Excel/Sheets

Gmail

How to build a Talent Screening and Shift Staffing AI Agent

Faster and more accurate candidate-to-shift matching, which reduces time-to-hire and ensures production lines stay fully staffed.

OpenAI

How to build an Onboarding and Training AI Assistant

Helps users get clear answers to onboarding and training questions by referencing their uploaded documents and formatting the AI’s response for easy reading.

OpenAI

How to build a Technical Support AI Copilot

Delivers structured, step-by-step troubleshooting guidance by combining user queries with equipment documentation, ensuring consistent and reliable support without constant reliance on senior experts.

OpenAI

How to build an RFP Response and Bid Builder

Generates structured RFP responses by combining technical specifications, compliance requirements, and bid details into a professional document.

Whisper

How to build a Call QA and Compliance Auditing Agent

Automatically transcribes calls, scores compliance, and generates a standardized audit report, replacing slow and inconsistent manual QA. Helps teams detect missed disclosures, tone issues, and compliance risks quickly at scale.

OpenAI

How to build a Policy Q&A and Coverage Validation Agent

Lets users upload an insurance policy and instantly get clear, accurate answers to coverage questions based only on the document. It solves the problem of manually searching through lengthy, complex policies and reduces errors or delays in explaining coverage.

Salesforce

Notion

Gmail

How to build an Underwriting Submission Assistant

This workflow automates handling an underwriting submission: it takes user input, summarizes it with AI, checks Salesforce, creates a Notion document, emails the results, and shows everything in the app.

OpenAI

How to build a Claims FNOL Intake and Triage Agent

This workflow streamlines the First Notice of Loss (FNOL) process by capturing claim details, extracting key information, triaging based on urgency, and presenting a clear summary with suggested next steps.

Excel/Sheets

OpenAI

How to build a CapEx Classification AI Agent

This AI agent analyzes project documents against CapEx guidelines, prompts for clarifications, verifies the analysis for accuracy, and automatically logs the results to Google Sheets.

Excel/Sheets

Gmail

How to build a Financial Statement Reconciliation Assistant

StackAI reconciles financial statements from Excel and PDF, shows a side-by-side table, and produces a plain-language summary of differences you can email to stakeholders.

OpenAI

Whisper

How to build an Earnings Call Insight and Sentiment Analyzer

StackAI’s analyzer ingests earnings-call audio or transcripts, extracts key themes and cited KPIs, tags sentiment by speaker, and produces a one-page brief teams can share right after the call.

OpenAI

Google

Google Drive

How to build a Scholarship Matching AI Agent

Automatically match students to scholarships they qualify for in seconds by building a Scholarship Matching AI Agent.

OpenAI

Google

Google Drive

How to build a Student Advising Assistant

This AI assistant frees advisors to spend more time on meaningful conversations and strategic academic planning.

Anthropic

Google Drive

How to build an AI Course Assistant

This agent answers student questions about a specific university course by searching across course documents, Google Drive, and SharePoint, then generates a concise, well-formatted answer.

SharePoint

Crunchbase

How to build an Investment Memo Generator

StackAI automates memo drafting by consolidating pitch decks, financials, meeting notes, and external research—cutting turnaround time from hours to minutes and ensuring professional, error-free reports.

Notion

Knowledge Base

How to build a Support Desk AI Assistant

A Support Desk AI Assistant helps teams respond faster, resolve issues accurately, and keep queues under control—delivering consistent, high-quality support at scale across any industry.

OpenAI

Excel/Sheets

How to build a Document Comparison AI Agent

StackAI’s Document Comparison Agent reads two or more versions of a document and highlights every change. It turns messy diffs across Excel, Word, and PDF files into a clean, structured report that anyone can trust.

OpenAI

Knowledge Base

How to build an AI Contract Analyst

This agent scans contracts and key attachments to extract clauses, flag risks, and answer questions in plain language. It speeds up reviews while improving consistency, so legal and business teams can make decisions faster.

Anthropic

Knowledge Base

How to build a Chat with Knowledge Base AI Agent

This agent lets users ask natural-language questions and get precise answers sourced from your docs, wikis, and tickets. It keeps responses grounded with citations, so teams trust the output and move faster.

OpenAI

How to build a Writing Feedback Assistant

This agent reviews drafts for clarity, tone, structure, and correctness, then suggests targeted edits with examples.

Anthropic

How to build a Staff Training AI Assistant

This agent turns your manuals, SOPs, and best-practice docs into an interactive coach that answers questions, quizzes staff, and recommends next steps. It personalizes learning by role and skill gaps so teams ramp faster and retain more.

Excel/Sheets

Google Drive

How to build a Spreadsheet AI Assistant

StackAI’s Spreadsheet Assistant lets anyone ask a business question in plain language and get a cited answer pulled from CSV/XLSX files or live tables—no formulas, no BI backlog.

Anthropic

Knowledge Base

How to build an RFP Response Assistant

This agent assembles proposal answers from your approved library, playbooks, and past bids, then enforces templates, compliance rules, and tone. It flags gaps for SMEs, tracks status, and produces a polished draft fast.

OpenAI

How to build an InfoSec Questionnaire Assistant

This agent reviews security questionnaires, pulls accurate answers from your policies and past responses, and fills forms in the required format. It flags missing data, ensures compliance with standards, and maintains consistent, approved wording.

OpenAI

How to build an IC Memos Knowledge Base

This agent centralizes investment committee memos and related docs, then answers questions with citations, highlights comparable deals, and surfaces risks and deltas vs prior memos. It speeds pre-IC prep and keeps decisions consistent across the firm.

Filter templates by

Industry

Finance

Insurance

Industrials

Government

Education

Enterprise

Department

IT

HR

Finance

Legal

Bizdev

Compliance

Integration

Gmail

Drive

Sharepoint

Airtable

Notion

Sheets

Exa

Knowledge Base

How to build a Library Research Assistant

This agent advances the end-to-end process of finding, organizing, summarizing, and citing academic research—even integrating with library databases—so you can focus on insights, not busywork.

OpenAI

Gmail

Excel/Sheets

How to build a IT Chatbot

This agent handles first-line IT support, instantly answering student questions, collecting feedback, and escalating unresolved issues—reducing manual workload and improving response times..

Excel/Sheets

Gmail

How to build a Compliance Control AI Agent

Financial institutions spend huge effort on compliance controls. This AI Agent automates follow-ups, evidence requests, and reporting—saving time and ensuring audit readiness.

OpenAI

Web Search

How to build a Open Data Insights AI Agent

The Open Data Insights Agent reduces the burden on analysts by generating data visualizations, speeding up decision cycles and equipping local governments to make data-driven, defensible choices about housing policy, public safety, and community health.

Google Drive

Anthropic

How to build a Grant Matching AI Agent

This AI agent matches your organization and project to the best government grants, summarizes key details, and delivers a professional report—instantly.

OpenAI

Knowledge Base

Gmail

How to build a Regulatory Compliance AI Agent

This agent automates regulatory compliance review, reduces manual effort, and ensures findings are delivered to the right person—fast, reliably, and with clear, actionable insights.

OpenAI

Knowledge Base

How to build an AI Policy Analyst

This agent researches and writes a comprehensive policy brief on any topic.

Slack

Excel/Sheets

Gmail

How to build a Talent Screening and Shift Staffing AI Agent

Faster and more accurate candidate-to-shift matching, which reduces time-to-hire and ensures production lines stay fully staffed.

OpenAI

How to build an Onboarding and Training AI Assistant

Helps users get clear answers to onboarding and training questions by referencing their uploaded documents and formatting the AI’s response for easy reading.

OpenAI

How to build a Technical Support AI Copilot

Delivers structured, step-by-step troubleshooting guidance by combining user queries with equipment documentation, ensuring consistent and reliable support without constant reliance on senior experts.

OpenAI

How to build an RFP Response and Bid Builder

Generates structured RFP responses by combining technical specifications, compliance requirements, and bid details into a professional document.

Whisper

How to build a Call QA and Compliance Auditing Agent

Automatically transcribes calls, scores compliance, and generates a standardized audit report, replacing slow and inconsistent manual QA. Helps teams detect missed disclosures, tone issues, and compliance risks quickly at scale.

OpenAI

How to build a Policy Q&A and Coverage Validation Agent

Lets users upload an insurance policy and instantly get clear, accurate answers to coverage questions based only on the document. It solves the problem of manually searching through lengthy, complex policies and reduces errors or delays in explaining coverage.

Salesforce

Notion

Gmail

How to build an Underwriting Submission Assistant

This workflow automates handling an underwriting submission: it takes user input, summarizes it with AI, checks Salesforce, creates a Notion document, emails the results, and shows everything in the app.

OpenAI

How to build a Claims FNOL Intake and Triage Agent

This workflow streamlines the First Notice of Loss (FNOL) process by capturing claim details, extracting key information, triaging based on urgency, and presenting a clear summary with suggested next steps.

Excel/Sheets

OpenAI

How to build a CapEx Classification AI Agent

This AI agent analyzes project documents against CapEx guidelines, prompts for clarifications, verifies the analysis for accuracy, and automatically logs the results to Google Sheets.

Excel/Sheets

Gmail

How to build a Financial Statement Reconciliation Assistant

StackAI reconciles financial statements from Excel and PDF, shows a side-by-side table, and produces a plain-language summary of differences you can email to stakeholders.

OpenAI

Whisper

How to build an Earnings Call Insight and Sentiment Analyzer

StackAI’s analyzer ingests earnings-call audio or transcripts, extracts key themes and cited KPIs, tags sentiment by speaker, and produces a one-page brief teams can share right after the call.

OpenAI

Google

Google Drive

How to build a Scholarship Matching AI Agent

Automatically match students to scholarships they qualify for in seconds by building a Scholarship Matching AI Agent.

OpenAI

Google

Google Drive

How to build a Student Advising Assistant

This AI assistant frees advisors to spend more time on meaningful conversations and strategic academic planning.

Anthropic

Google Drive

How to build an AI Course Assistant

This agent answers student questions about a specific university course by searching across course documents, Google Drive, and SharePoint, then generates a concise, well-formatted answer.

SharePoint

Crunchbase

How to build an Investment Memo Generator

StackAI automates memo drafting by consolidating pitch decks, financials, meeting notes, and external research—cutting turnaround time from hours to minutes and ensuring professional, error-free reports.

Notion

Knowledge Base

How to build a Support Desk AI Assistant

A Support Desk AI Assistant helps teams respond faster, resolve issues accurately, and keep queues under control—delivering consistent, high-quality support at scale across any industry.

OpenAI

Excel/Sheets

How to build a Document Comparison AI Agent

StackAI’s Document Comparison Agent reads two or more versions of a document and highlights every change. It turns messy diffs across Excel, Word, and PDF files into a clean, structured report that anyone can trust.

OpenAI

Knowledge Base

How to build an AI Contract Analyst

This agent scans contracts and key attachments to extract clauses, flag risks, and answer questions in plain language. It speeds up reviews while improving consistency, so legal and business teams can make decisions faster.

Anthropic

Knowledge Base

How to build a Chat with Knowledge Base AI Agent

This agent lets users ask natural-language questions and get precise answers sourced from your docs, wikis, and tickets. It keeps responses grounded with citations, so teams trust the output and move faster.

OpenAI

How to build a Writing Feedback Assistant

This agent reviews drafts for clarity, tone, structure, and correctness, then suggests targeted edits with examples.

Anthropic

How to build a Staff Training AI Assistant

This agent turns your manuals, SOPs, and best-practice docs into an interactive coach that answers questions, quizzes staff, and recommends next steps. It personalizes learning by role and skill gaps so teams ramp faster and retain more.

Excel/Sheets

Google Drive

How to build a Spreadsheet AI Assistant

StackAI’s Spreadsheet Assistant lets anyone ask a business question in plain language and get a cited answer pulled from CSV/XLSX files or live tables—no formulas, no BI backlog.

Anthropic

Knowledge Base

How to build an RFP Response Assistant

This agent assembles proposal answers from your approved library, playbooks, and past bids, then enforces templates, compliance rules, and tone. It flags gaps for SMEs, tracks status, and produces a polished draft fast.

OpenAI

How to build an InfoSec Questionnaire Assistant

This agent reviews security questionnaires, pulls accurate answers from your policies and past responses, and fills forms in the required format. It flags missing data, ensures compliance with standards, and maintains consistent, approved wording.

OpenAI

How to build an IC Memos Knowledge Base

This agent centralizes investment committee memos and related docs, then answers questions with citations, highlights comparable deals, and surfaces risks and deltas vs prior memos. It speeds pre-IC prep and keeps decisions consistent across the firm.

Filter templates by

Industry

Finance

Insurance

Industrials

Government

Education

Enterprise

Department

IT

HR

Finance

Legal

Bizdev

Compliance

Integration

Gmail

Drive

Sharepoint

Airtable

Notion

Sheets

Exa

Knowledge Base

How to build a Library Research Assistant

This agent advances the end-to-end process of finding, organizing, summarizing, and citing academic research—even integrating with library databases—so you can focus on insights, not busywork.

OpenAI

Gmail

Excel/Sheets

How to build a IT Chatbot

This agent handles first-line IT support, instantly answering student questions, collecting feedback, and escalating unresolved issues—reducing manual workload and improving response times..

Excel/Sheets

Gmail

How to build a Compliance Control AI Agent

Financial institutions spend huge effort on compliance controls. This AI Agent automates follow-ups, evidence requests, and reporting—saving time and ensuring audit readiness.

OpenAI

Web Search

How to build a Open Data Insights AI Agent

The Open Data Insights Agent reduces the burden on analysts by generating data visualizations, speeding up decision cycles and equipping local governments to make data-driven, defensible choices about housing policy, public safety, and community health.

Google Drive

Anthropic

How to build a Grant Matching AI Agent

This AI agent matches your organization and project to the best government grants, summarizes key details, and delivers a professional report—instantly.

OpenAI

Knowledge Base

Gmail

How to build a Regulatory Compliance AI Agent

This agent automates regulatory compliance review, reduces manual effort, and ensures findings are delivered to the right person—fast, reliably, and with clear, actionable insights.

OpenAI

Knowledge Base

How to build an AI Policy Analyst

This agent researches and writes a comprehensive policy brief on any topic.

Slack

Excel/Sheets

Gmail

How to build a Talent Screening and Shift Staffing AI Agent

Faster and more accurate candidate-to-shift matching, which reduces time-to-hire and ensures production lines stay fully staffed.

OpenAI

How to build an Onboarding and Training AI Assistant

Helps users get clear answers to onboarding and training questions by referencing their uploaded documents and formatting the AI’s response for easy reading.

OpenAI

How to build a Technical Support AI Copilot

Delivers structured, step-by-step troubleshooting guidance by combining user queries with equipment documentation, ensuring consistent and reliable support without constant reliance on senior experts.

OpenAI

How to build an RFP Response and Bid Builder

Generates structured RFP responses by combining technical specifications, compliance requirements, and bid details into a professional document.

Whisper

How to build a Call QA and Compliance Auditing Agent

Automatically transcribes calls, scores compliance, and generates a standardized audit report, replacing slow and inconsistent manual QA. Helps teams detect missed disclosures, tone issues, and compliance risks quickly at scale.

OpenAI

How to build a Policy Q&A and Coverage Validation Agent

Lets users upload an insurance policy and instantly get clear, accurate answers to coverage questions based only on the document. It solves the problem of manually searching through lengthy, complex policies and reduces errors or delays in explaining coverage.

Salesforce

Notion

Gmail

How to build an Underwriting Submission Assistant

This workflow automates handling an underwriting submission: it takes user input, summarizes it with AI, checks Salesforce, creates a Notion document, emails the results, and shows everything in the app.

OpenAI

How to build a Claims FNOL Intake and Triage Agent

This workflow streamlines the First Notice of Loss (FNOL) process by capturing claim details, extracting key information, triaging based on urgency, and presenting a clear summary with suggested next steps.

Excel/Sheets

OpenAI

How to build a CapEx Classification AI Agent

This AI agent analyzes project documents against CapEx guidelines, prompts for clarifications, verifies the analysis for accuracy, and automatically logs the results to Google Sheets.

Excel/Sheets

Gmail

How to build a Financial Statement Reconciliation Assistant

StackAI reconciles financial statements from Excel and PDF, shows a side-by-side table, and produces a plain-language summary of differences you can email to stakeholders.

OpenAI

Whisper

How to build an Earnings Call Insight and Sentiment Analyzer

StackAI’s analyzer ingests earnings-call audio or transcripts, extracts key themes and cited KPIs, tags sentiment by speaker, and produces a one-page brief teams can share right after the call.

OpenAI

Google

Google Drive

How to build a Scholarship Matching AI Agent

Automatically match students to scholarships they qualify for in seconds by building a Scholarship Matching AI Agent.

OpenAI

Google

Google Drive

How to build a Student Advising Assistant

This AI assistant frees advisors to spend more time on meaningful conversations and strategic academic planning.

Anthropic

Google Drive

How to build an AI Course Assistant

This agent answers student questions about a specific university course by searching across course documents, Google Drive, and SharePoint, then generates a concise, well-formatted answer.

SharePoint

Crunchbase

How to build an Investment Memo Generator

StackAI automates memo drafting by consolidating pitch decks, financials, meeting notes, and external research—cutting turnaround time from hours to minutes and ensuring professional, error-free reports.

Notion

Knowledge Base

How to build a Support Desk AI Assistant

A Support Desk AI Assistant helps teams respond faster, resolve issues accurately, and keep queues under control—delivering consistent, high-quality support at scale across any industry.

OpenAI

Excel/Sheets

How to build a Document Comparison AI Agent

StackAI’s Document Comparison Agent reads two or more versions of a document and highlights every change. It turns messy diffs across Excel, Word, and PDF files into a clean, structured report that anyone can trust.

OpenAI

Knowledge Base

How to build an AI Contract Analyst

This agent scans contracts and key attachments to extract clauses, flag risks, and answer questions in plain language. It speeds up reviews while improving consistency, so legal and business teams can make decisions faster.

Anthropic

Knowledge Base

How to build a Chat with Knowledge Base AI Agent

This agent lets users ask natural-language questions and get precise answers sourced from your docs, wikis, and tickets. It keeps responses grounded with citations, so teams trust the output and move faster.

OpenAI

How to build a Writing Feedback Assistant

This agent reviews drafts for clarity, tone, structure, and correctness, then suggests targeted edits with examples.

Anthropic

How to build a Staff Training AI Assistant

This agent turns your manuals, SOPs, and best-practice docs into an interactive coach that answers questions, quizzes staff, and recommends next steps. It personalizes learning by role and skill gaps so teams ramp faster and retain more.

Excel/Sheets

Google Drive

How to build a Spreadsheet AI Assistant

StackAI’s Spreadsheet Assistant lets anyone ask a business question in plain language and get a cited answer pulled from CSV/XLSX files or live tables—no formulas, no BI backlog.

Anthropic

Knowledge Base

How to build an RFP Response Assistant

This agent assembles proposal answers from your approved library, playbooks, and past bids, then enforces templates, compliance rules, and tone. It flags gaps for SMEs, tracks status, and produces a polished draft fast.

OpenAI

How to build an InfoSec Questionnaire Assistant

This agent reviews security questionnaires, pulls accurate answers from your policies and past responses, and fills forms in the required format. It flags missing data, ensures compliance with standards, and maintains consistent, approved wording.

OpenAI

How to build an IC Memos Knowledge Base

This agent centralizes investment committee memos and related docs, then answers questions with citations, highlights comparable deals, and surfaces risks and deltas vs prior memos. It speeds pre-IC prep and keeps decisions consistent across the firm.


We prioritize your


security and privacy,

ensuring safe database connectivity with strict data processing controls.

Data Retention Policies
Vulnerability and Threat Tracking
No Training on Your Data


We prioritize your


security and privacy,

ensuring safe database connectivity with strict data processing controls.

Data Retention Policies
Vulnerability and Threat Tracking
No Training on Your Data


We prioritize your


security and privacy,

ensuring safe database connectivity with strict data processing controls.

Data Retention Policies
Vulnerability and Threat Tracking
No Training on Your Data