Template library
Every agent, workflow and skill we ship, in one place.
These are the templates you find inside Harmona. Each one installs in a click and becomes yours to change. Agents and workflows are grounded in your data once you connect it; skills attach to any agent.
Agent templates
Complete assistants with instructions, skills and safety switches already set.
- Instructions, model and safety switches already set
- Skills from the library attached
- Add your sources; it answers from them on day one
- Change anything, or ask Agent Mode to
For teams · 12
Account Research Copilot
Two-minute account briefings before every meeting: web-grounded, and CRM-grounded when HubSpot is connected.
Works with
Pipeline Health Copilot
Stale deals, stage hygiene and forecast summaries, straight from HubSpot.
Works withSQL Data Analyst
Ask your database questions in plain language. Headline number first, tables for comparisons, nothing invented.
Works with
Financial Reporting Analyst
Period summaries, variance analysis and close support from your financial data. Precise, period-labeled, never estimated.
Works with
Marketing Content Studio
On-brand content in variants: posts, blogs, e-mails, headlines. Your voice, your banned words respected.
Your documentsIT Helpdesk Agent
Runbook-grounded IT fixes in numbered steps; files the Jira ticket when the fix isn't in the docs.
Works with
Docs-Grounded Support Agent
Customer support that answers only from your documentation. Cites sources, de-escalates, and hands off what it can't answer.
Your documentsSupport Triage & Queue Briefing
Queue briefings, ticket summaries and paste-ready reply drafts from Zoho Desk, SLA risks first.
Works with
HR Onboarding Buddy
First-90-days guide for new joiners. Handbook-grounded answers, step-by-step processes, kind escalation to HR.
Your documentsRFP & Proposal Assistant
RFP answers and proposal drafts assembled from your past winning documents. Gaps flagged, never invented.
Works with
Policy & Compliance Q&A
Source-cited answers from your policies and contracts, silent where the documents are silent.
Your documentsMeeting Recap Agent
Turns meeting transcripts into structured recaps: decisions, action items, owners and due dates. Never invents attendees or commitments.
Your documents
For individuals · 6
Daily Personal Assistant
A warm daily helper for planning, drafting and quick lookups.
Your documentsKnowledge Base Q&A
Answers strictly from your connected documents, cites the source with each answer, says “I don't know” instead of guessing.
Your documentsLearning Coach
Staged learning plans, quizzes and honest check-ins for any subject, fitted to your real weekly hours.
Your documentsCareer Coach
CV impact rewrites, STAR interview rehearsal and negotiation scripts for your target role.
Your documentsFreelancer Client Manager
Client e-mails, scope protection and weekly reviews for freelancers. Your voice, your boundaries.
Your documentsWriting Studio
A personal editor: voice-preserving edits, tone shifts, halvings and honest read-through notes.
Your documents
Workflow templates
Recurring jobs with their schedule, steps and delivery already wired.
- Schedule, steps and delivery already wired
- Runs and approvals land in your inbox
- Change the schedule or a step in a minute
- Every weekday morning· Harmona Inbox
Morning Briefing (Gmail + Calendar)
Today's meetings and the overnight mail that matters, merged by AI and delivered before you sit down.
Works with
- Every morning· Harmona Inbox
Daily Pipeline Digest (HubSpot)
Total open pipeline, deals dying of silence, deals closing soon, and hygiene flags, straight from HubSpot.
Works with - Every shift· Harmona Inbox
Support Queue Digest (Zoho Desk)
Open-queue volume, SLA-critical tickets first, topic clusters, from Zoho Desk.
Works with - Every morning· Harmona Inbox
Daily Jira Digest to Inbox
Recently updated Jira issues summarised by AI and delivered in-product.
Works with - Every morning· Your mailbox
Daily Email Digest (Gmail)
Recent inbox mail summarised and prioritised, urgent items counted, e-mailed to you.
Works with - Every morning· Your mailbox
Daily Email Digest (Outlook)
The same digest for Outlook accounts.
Works with
- Every week· SharePoint + e-mail
Weekly Report to SharePoint
A weekly report written by AI, saved to a SharePoint folder, with a notification e-mail carrying the link.
Works with - Every weekday morning· Microsoft Teams
Daily Standup Prompt to Teams
A fresh standup prompt with greeting and icebreaker, posted to a Teams channel.
Works with
- On demand· E-mail, after approval
Team Announcement with Approval
AI drafts the announcement, a person approves or rejects it in the inbox, and it is e-mailed only when approved.
Works with
Skill templates
Reusable behaviours you attach to any agent. Edit the system copy for your organisation, or restore the default in a click.
- Attach any skill to any agent
- Edit the wording for your organisation
- Restore the default in a click
Accuracy & trust8
- Cite sources
- Answer strictly from context
- Admit uncertainty
- Ask before assuming
- Stay on scope
- Data freshness disclosure
- Confidentiality guardrail
- Graceful failure reporting
Communication & support7
- Concise replies
- Respond in the user's language
- Escalate to a human
- Sentiment-aware de-escalation
- How-to answers as steps
- Ticket-ready formatting
- Tone rewriter
Output & formatting6
- Executive summary first
- Structured Markdown output
- Comparisons as tables
- Numbers always with units
- E-mail-ready HTML output
- Structured meeting recap
Business productivity8
- Extract action items
- Draft professional e-mails
- Prioritised daily plan
- Quick web summaries
- Brainstorm partner
- Devil's advocate
- Extract wisdom
- Weekly review
Personal growth3
- Learning plan coach
- Goal breakdown
- Habit & accountability coach
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