Sales follow-up
TEMPLATES
Start from reusable governed operations.
Subbasis templates are designed to package workflows, agents, skills, connectors, approvals, context schemas and evidence policies into reusable execution patterns.
Install an operation, not just a workflow.
A Subbasis execution template can include the workflow structure, required agents, skill guidance, connector requirements, approval gates, context schema and evidence policy needed to run a real operation.
Template categories
Support triage
Client onboarding
Document operations
Finance approvals
Agency operations
Internal operations
Governance patterns
What a template can include
Workflow steps
Agent roles
Skill packs
Required connectors
Required model resources
Approval gates
Context schema
Evidence policy
Plan requirements
Install preview
Templates become marketplace assets.
The marketplace path is intended to let builders publish reusable execution know-how: templates, skill packs, connector adapters, agent blueprints, industry packs and governance packs. Publishing and monetization paths are planned and will be introduced progressively.
Starter template cards
Sales follow-up operation
Prospect follow-up flow with context continuity, approval-aware send and Evidence capture.
Required assets: CRM connector, messaging adapter, sales Skill Pack
PreviewSupport triage operation
Classify, route and escalate support requests with governed connector actions and retries.
Required assets: ticketing connector, support Skill Pack, approval policy
Coming soonClient onboarding operation
Multi-step onboarding execution with role handoffs, approvals and Evidence history.
Required assets: document connector, onboarding Agent Blueprint, context schema
PreviewFinance approval operation
Prepare finance actions while enforcing approval gates before external execution.
Required assets: finance connector, approval workflow, Evidence policy
Coming soon