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README.md

GTM Agent Templates

All 30 production agent templates, organized into subfolders by function. Each agent has a readable spec (.md) and its machine-readable definition (.json).

This library ships with GTM Superintelligence as a real-world showcase of what production GTM agents look like — use them as inspiration, fork them, or adapt them to any stack. Agents are platform-agnostic: they work with any CRM (Salesforce, HubSpot, etc.), any call recorder, any team communication tool (Slack, Teams, etc.), and any email provider. They pair naturally with the coaching/scoring framework in the rest of this repo.

Run them: first /setup (one time — it asks which recorder, CRM, comms, and email you use and writes config.yaml), then /run-agent agents/<category>/<agent>.json. On Attention they run natively in its agent builder; on any other recorder they run as managed Claude agents (see Tooling & portability).

By function

Function Agents
Revenue Operations (8) Competitor Ping, Cross Seller Radar, Deal Stage Clarity, Inbound Qualifier, Lost-Deal Intel, Revenue Sentry, Upsell Alert, Win Loss Insights
Sales (3) Case Builder, Email Generator, Multi Thread Detector
Sales Enablement (6) Content Gaps, Objection Catcher, Objection Drilldown, Pre-Call Prep, Scorecard per Rep, Skill Coach
Operations (5) AE Handoff, Compliance Checker, Cross Team Handoff, Team Collab Agent, Validate
Account Management (4) Churn Alert, Renewal Countdown, Risk Watch, Sentiment Watch
Marketing (3) Case Study Generator, Persona Mapper, Social Proof Finder
Product (1) Product Tracker

Triggers

Each agent fires on the event that makes sense for it — not a generic catch-all:

  • 📞 Per call — runs when your call recorder finishes analyzing a conversation (most coaching/insight agents).
  • 🔁 CRM stage change — runs when an Opportunity enters a won/lost stage in your CRM (e.g. AE Handoff on Closed-Won, Lost-Deal Intel on Closed-Lost).
  • 🗓 Schedule — periodic digests/monitors (daily or weekly).

Stage- and date-aware agents resolve the org's real CRM stages from its own data (gtmsi crm-stages) instead of hardcoding labels like "Closed Won" — see ../docs/crm-stages.md. Each agent's exact trigger is in its page under ## Trigger.

Anatomy of an agent

Each template has: a trigger (per-call / CRM-stage / schedule), a detector (detectorPrompt + signals), instructions (what it does), and integrations (CRM, communication, call recorder, email -- all platform-agnostic, so they work with any vendor in each category). Configure which vendor you use per category in config.yaml.

Note on edits: these templates are tuned for GTM Superintelligence — vendor-neutral integrations, triggers set to fire on the sensible event (e.g. AE Handoff on a Closed-Won stage change rather than a generic webhook), and a final humanize pass on any drafted message.

Two ways to build & run these agents

Each agent ships pre-built for every builder: a build-ready, builder-agnostic spec (<agent>.md); the Attention forms (<agent>.json template + <agent>.activepieces.json flow); and a <agent>.builds/ folder with the agent built for n8n, Make, Zapier, LangGraph, the Claude Agent SDK, and a Claude Code subagent. Set agent_builder in config.yaml (or run /setup); there are two paths:

Path A — on Attention → native, strongest. Import <agent>.activepieces.json (or the .json template) straight into Attention's agent builder. It runs natively on @activepieces/piece-attention: an askAttention step does the query/analysis over your calls + CRM, with listConversations / routers / code steps as needed. Attention already provides the role-labeled, CRM-linked, re-stitched transcripts these agents assume (see docs/call-recorders.md), so there is nothing to translate. Connect your accounts, fill the placeholders, done.

Path B — on any other builder → generated for you. Run /build-agent agents/<fn>/<agent>.md. It reads the spec, detects the builder you set (n8n, Make, Zapier, LangGraph/code, a Claude agent, …), and figures out what to build for that builder — emitting native config where it knows the format (an n8n workflow JSON, a Make blueprint, a LangGraph script, a Claude subagent) and precise step-by-step build instructions otherwise. It maps the agent's generic actions to your connectors (query_records → your CRM, search_calls/analyze_calls → your recorder or the gtmsi adapters, send_message/send_email → your chat/email), and preserves every step, edge case, and guardrail.

Both paths keep the guardrails: drafted messages stay drafts to the rep where the spec says so, and every customer- or teammate-facing message gets a final gtm-humanizer pass. Attention is the recommended path because the input is cleanest there; everything still runs anywhere else.