Templates

Start from a template. Keep it running with a scorecard.

Every template is a real job businesses pay people to do at a keyboard or on the phone. Pick one and 88 Swarm opens the builder pre-briefed — scope limits, approval points and connectors already written. Once it is live it gets an owner, a halt switch and a monthly review, so it improves instead of drifting.

36 templates1 credit per build

AI Front Desk

Answers every web enquiry, qualifies it, books the job

Web chat
Google CalendarGmail

AI Bookkeeper

Codes bills, matches receipts, hands you a clean ledger

Back office
XeroQuickBooksGmailGoogle Drive

Quoting Agent

Turns an enquiry into a priced quote in minutes

Back office
GmailGoogle DriveXeroHubSpot

Debtors Chaser

Polite, relentless follow-up until the invoice clears

SMS
XeroTwilioGmail

Scheduling & Dispatch

Fills the run sheet and tells the crew on their watch

Watch
Google CalendarTwilioVerbalCRM

Inbox Triage Agent

Sorts, drafts and files so you only read what matters

Back office
GmailGoogle DriveHubSpot

CRM Hygiene Agent

Keeps every record current without anyone typing

Back office
HubSpotSalesforcePipedriveGmail

Timesheet & Payroll Prep

Chases hours, checks them, hands payroll a clean file

SMS
XeroGoogle SheetsTwilio

Compliance & Certs Agent

Never let an insurance or licence lapse again

Back office
Google DriveGmailTwilio

Purchasing Agent

Reorders stock before you notice it is short

Back office
XeroGoogle SheetsGmail

Client Onboarding Agent

New client to fully set up without a single reminder

Back office
GmailGoogle DriveXeroHubSpot

Quote Follow-Up Agent

Follows up every quote that went quiet

Back office
GmailHubSpot

After-Hours Duty Agent

Covers the inbox and web chat at night without waking you

Web chat
Gmail

Owner's Morning Report

One page: money in, work out, what needs you

Back office
XeroGoogle SheetsHubSpotGmail

Reviews & Reputation Agent

Asks at the right moment, catches unhappy first

SMS
TwilioGmailHubSpot

Tender & RFQ Reader

Reads the pack, tells you if it is worth bidding

Back office
Google DriveGmailClaude

Hiring Screener

Screens applicants and books only the good ones

Back office
GmailGoogle Calendar

Supplier Reconciliation

Matches statements to bills and finds the money

Back office
XeroQuickBooksGmail

Company Knowledge Agent

Answers staff questions from your own documents

Back office
Google DriveNotionSlack

Follow-Me Shadow Agent

Watches how you work, then offers to take it over

Back office
GmailGoogle DriveVerbalCRM

Job Costing Agent

Tells you which jobs actually made money

Back office
XeroGoogle Sheets

Service & Warranty Agent

Logs the fault, books the fix, closes the loop

SMS
TwilioGmailGoogle CalendarHubSpot

Local Marketing Agent

Turns finished jobs into posts and newsletters

Back office
Google DriveGmailOpenAI

Shift Handover Agent

Nothing gets dropped between shifts

Watch
VerbalCRMSlackTwilio

Appointment Reminder Agent

Texts every booking so nobody no-shows

SMS
TwilioGoogle CalendarGmail

Cancel & Reschedule Agent

Fills the gap the moment someone drops out

SMS
TwilioGoogle CalendarVapi

Payment Collection Agent

Sends the link, takes the payment, receipts it

SMS
StripeXeroTwilioGmail

Stock & Inventory Reporter

Weekly count, shortfalls and what to order

Back office
Google SheetsXeroGmail

Patient Intake Agent

Takes the details before they reach the chair

Web chat
Google CalendarGoogle Drive

Listing & Enquiry Agent

Answers every listing enquiry and books the inspection

SMS
GmailTwilioGoogle CalendarHubSpot

Membership Retention Agent

Spots the members drifting away and wins them back

SMS
StripeTwilioGmailGoogle Sheets

Bookings & Orders Agent

Takes bookings and online orders through the rush

Web chat
Google CalendarStripe

Matter Intake Agent

Screens new matters and books the consult

Back office
GmailGoogle CalendarGoogle DriveClaude

Service Due Reminder Agent

Brings customers back when the service is due

SMS
TwilioGoogle SheetsGoogle CalendarGmail

Order & Returns Agent

Answers 'where is my order' before you see it

Back office
GmailStripeGoogle SheetsTwilio

Enrolment & Attendance Agent

Handles enrolments, absences and parent messages

SMS
GmailTwilioGoogle SheetsGoogle Calendar

Connectors

Build from what you already use

Templates plug into the tools already running your business — phones, inbox, drive, ledger and CRM. Every connector carries written scope limits, so an agent can only touch what you allowed.

TwilioVapiGmailGoogle DriveGoogle CalendarGoogle SheetsXeroQuickBooksHubSpotSalesforcePipedriveZoho CRMNotionSlackOpenAIClaudeGrokGeminiOllamaElevenLabsn8nOpenClawVerbalCRMStripe