Recipes
End-to-end flows you can copy. Each is written as a task you hand the agent plus the tool sequence it runs. They're product-agnostic — where a recipe says "your record," that's an Airtable row, a HubSpot deal, a Salesforce opportunity, whatever you run. The trigger comes from your UI (Compose your stack); the sequence is the same everywhere.
1. Price a deal
Task: "Price a single TikTok reel for
with ."
brand_resolve # name/domain -> brand_id
rate_benchmark # recommended / floor / ceiling
deals_benchmark # percentiles, to sanity-check
comparator_pay_history # what comparable creators got paid (optional)
-> write the number back to your record
All read tools — safe to run unattended. Surface the recommendation in your UI for the manager to use.
2. Brand due diligence ("are they worth it?")
Task: "Vet
before we pitch — do they pay, how do they negotiate, what do they spend?"
brand_resolve
brand_reliability # payment timing, ghost rate
negotiation_intel # terms, exclusivity, whitelisting norms
brand_spend # spend band + confidence
brand_fingerprint # tier mix, deliverable mix
-> write a reliability summary to your record
3. Pick the right creator
Task: "Which of our creators is the best fit for
, and is there any conflict?"
brand_resolve
roster_match_brand # top matches with per-signal reasons
check_exclusivity_conflict # for the leading creator
-> surface the ranked shortlist with reasons; let the manager choose
4. Draft outreach in your voice
Task: "Draft a first-touch pitch to
for in our voice."
deals_context # so the draft knows the relationship state
voice_draft # your voice profile + exemplars + phrases
-> the agent composes the email
-> create the DRAFT via your Gmail connector (never auto-send)
The approval gate blocks the actual send — the manager reviews and ships it. See Security.
5. Advance a deal and keep your CRM in sync
Task: "Move the
deal to contract sent and update our CRM."
deals_update_stage # advance in Prscnt
stack_deal_refs # find the linked record(s)
(your connector) # write the same stage to your CRM record
stack_link_deal # keep the pointer current (if newly linked)
When the change starts on your side instead, run it in reverse: your automation calls the runner, the agent uses stack_resolve_deal to find the Prscnt deal, then deals_update_stage.
6. Invoice and chase payment
Task: "Invoice the signed
deal and track AR."
invoice_prepare # line items + commission split + QBO payload
(your QBO connector) # create the invoice
invoice_record_qbo # store the QBO id, advance the deal
invoice_payment_reconcile # later: reconcile vs balance from QBO
ar_status # the aging view for your dashboard
7. Redline a contract
Task: "Review this brand agreement against our playbook."
contracts_run_playbook # extract terms, grade vs your red-lines, counter-language
-> surface the graded redline + suggested counters for the manager
(optional) contracts_set_playbook # if they want to tune a threshold
8. Source new brands without double-pitching
Task: "Find new brands to pitch for
that we haven't already approached."
active_spenders / competitive_landscape # candidates
sourcing_filter_new # drop anyone already in the pipeline
roster_match_brand # confirm fit
-> surface a clean, deduped shortlist
9. Event-driven next-best-action
Task (fired by your automation on an event): "A deal just went to contract signed — what's next?"
workflow_propose # returns the proposed action sequence for this event
-> show the steps in your UI; execute only the ones a manager approves
Composing recipes
Real work chains these. "Source → vet → pick → price → draft" is just recipes 8 → 2 → 3 → 1 → 4 in one task. Hand the agent the whole goal — "Find a good new brand for
Next
- Tool reference — every tool above, in detail.
- Limits & billing — what these flows cost against your plan.