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 templates591h typical monthly hours covered1 credit per build

AI Receptionist

Answers every call, books the job, texts the confirmation

Voice
TwilioVapiGoogle CalendarGmail
~34h / monthUse template

AI Bookkeeper

Codes bills, matches receipts, hands you a clean ledger

Back office
XeroQuickBooksGmailGoogle Drive
~27h / monthUse template

Quoting Agent

Turns an enquiry into a priced quote in minutes

Back office
GmailGoogle DriveXeroHubSpot
~31h / monthUse template

Debtors Chaser

Polite, relentless follow-up until the invoice clears

SMS
XeroTwilioGmail
~18h / monthUse template

Scheduling & Dispatch

Fills the run sheet and tells the crew on their watch

Watch
Google CalendarTwilioVerbalCRM
~29h / monthUse template

Inbox Triage Agent

Sorts, drafts and files so you only read what matters

Back office
GmailGoogle DriveHubSpot
~22h / monthUse template

CRM Hygiene Agent

Keeps every record current without anyone typing

Back office
HubSpotSalesforcePipedriveGmail
~16h / monthUse template

Timesheet & Payroll Prep

Chases hours, checks them, hands payroll a clean file

SMS
XeroGoogle SheetsTwilio
~12h / monthUse template

Compliance & Certs Agent

Never let an insurance or licence lapse again

Back office
Google DriveGmailTwilio
~14h / monthUse template

Purchasing Agent

Reorders stock before you notice it is short

Back office
XeroGoogle SheetsGmail
~11h / monthUse template

Client Onboarding Agent

New client to fully set up without a single reminder

Back office
GmailGoogle DriveXeroHubSpot
~13h / monthUse template

Outbound Follow-Up Caller

Rings back every quote that went quiet

Voice
VapiTwilioHubSpot
~19h / monthUse template

After-Hours Duty Agent

Covers the phone at night without waking you

Voice
TwilioVapiGmail
~21h / monthUse template

Owner's Morning Report

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

Back office
XeroGoogle SheetsHubSpotGmail
~9h / monthUse template

Reviews & Reputation Agent

Asks at the right moment, catches unhappy first

SMS
TwilioGmailHubSpot
~8h / monthUse template

Tender & RFQ Reader

Reads the pack, tells you if it is worth bidding

Back office
Google DriveGmailClaude
~15h / monthUse template

Hiring Screener

Screens applicants and books only the good ones

Voice
GmailVapiGoogle Calendar
~10h / monthUse template

Supplier Reconciliation

Matches statements to bills and finds the money

Back office
XeroQuickBooksGmail
~12h / monthUse template

Company Knowledge Agent

Answers staff questions from your own documents

Back office
Google DriveNotionSlack
~17h / monthUse template

Follow-Me Shadow Agent

Watches how you work, then offers to take it over

Back office
GmailGoogle DriveVerbalCRM
~24h / monthUse template

Job Costing Agent

Tells you which jobs actually made money

Back office
XeroGoogle Sheets
~10h / monthUse template

Service & Warranty Agent

Logs the fault, books the fix, closes the loop

SMS
TwilioGmailGoogle CalendarHubSpot
~13h / monthUse template

Local Marketing Agent

Turns finished jobs into posts and newsletters

Back office
Google DriveGmailOpenAI
~9h / monthUse template

Shift Handover Agent

Nothing gets dropped between shifts

Watch
VerbalCRMSlackTwilio
~11h / monthUse template

Appointment Reminder Agent

Texts every booking so nobody no-shows

SMS
TwilioGoogle CalendarGmail
~9h / monthUse template

Cancel & Reschedule Agent

Fills the gap the moment someone drops out

SMS
TwilioGoogle CalendarVapi
~12h / monthUse template

Payment Collection Agent

Sends the link, takes the payment, receipts it

SMS
StripeXeroTwilioGmail
~14h / monthUse template

Stock & Inventory Reporter

Weekly count, shortfalls and what to order

Back office
Google SheetsXeroGmail
~8h / monthUse template

Patient Intake Agent

Takes the details before they reach the chair

Voice
TwilioVapiGoogle CalendarGoogle Drive
~20h / monthUse template

Listing & Enquiry Agent

Answers every listing enquiry and books the inspection

SMS
GmailTwilioGoogle CalendarHubSpot
~22h / monthUse template

Membership Retention Agent

Spots the members drifting away and wins them back

SMS
StripeTwilioGmailGoogle Sheets
~11h / monthUse template

Bookings & Orders Agent

Takes bookings and phone orders through the rush

Voice
TwilioVapiGoogle CalendarStripe
~26h / monthUse template

Matter Intake Agent

Screens new matters and books the consult

Back office
GmailGoogle CalendarGoogle DriveClaude
~17h / monthUse template

Service Due Reminder Agent

Brings customers back when the service is due

SMS
TwilioGoogle SheetsGoogle CalendarGmail
~13h / monthUse template

Order & Returns Agent

Answers 'where is my order' before you see it

Back office
GmailStripeGoogle SheetsTwilio
~18h / monthUse template

Enrolment & Attendance Agent

Handles enrolments, absences and parent messages

SMS
GmailTwilioGoogle SheetsGoogle Calendar
~16h / monthUse template

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