REVENUE
Sales Follow-Up Worker
Drafts personalized follow-up sequences after sales calls, captures meeting outcomes, updates CRM records, escalates non-standard requests for rep approval.
Common integrations: Salesforce, HubSpot, Gmail, Slack
Worker Templates
19 production-tested templates. Deploy any one in a week.
Each template ships with a default agent, named skills, MCP tool requirements, default Knox policy, memory seeds, and audit contracts. Customize, deploy, govern — or use the defaults and run as-is.
Templates accelerate. Default agents handle anything else.
Every Qoris Harness ships with three default agents — a Planner, a Researcher, and an Executor — pre-wired for subagent orchestration on first boot. Templates make worker creation faster; they're not required. Deploy a worker with just a name and instructions, and the default agents handle the rest.
Catalog
Browse the worker library
Templates are grouped by function. Each one ships ready to customize, deploy, and run.
REVENUE
Renewal & Retention Worker
Manages account renewals and retention workflows. Drafts customer communications, flags at-risk relationships, escalates high-value retentions for human approval.
Common integrations: CRMs, billing systems, customer success platforms
REVENUE
Quote & Estimate Worker
Drafts customer quotes using current pricing rules, flags pricing exceptions, escalates unusual or high-value estimates for operator approval.
Common integrations: CRMs, pricing systems, document stores
REVENUE
Customer Success Worker
Handles customer success workflows: account check-ins, expansion opportunities, retention signals. Drafts communications, escalates non-standard requests for human approval.
Common integrations: CRMs, customer success platforms, contact center systems
SUPPORT & CUSTOMER
Support Resolution Worker
Handles tier-1 customer support tickets, drafts responses against approved knowledge, escalates exceptions for human review, logs every interaction.
Common integrations: Zendesk, Intercom, Gmail, internal knowledge bases
SUPPORT & CUSTOMER
Customer Intake Worker
Captures inbound customer requests, drafts initial responses, flags exceptions, logs every interaction. Same intake quality on every touch.
Common integrations: Phone systems, CRMs, email, scheduling platforms
OPERATIONS
Operations Task Router
Routes incoming operational tasks across teams and tools. Surfaces priorities, drafts assignments, escalates exceptions for human approval.
Common integrations: Slack, project management tools, internal task systems
OPERATIONS
Weekly Reporting Worker
Pulls operational and financial reporting on a weekly cadence. Drafts reports, flags variances, escalates exceptions for team review.
Common integrations: Accounting systems, BI platforms, document stores
OPERATIONS
Company Copilot Worker
Horizontal assistant for internal operations: routes questions, drafts updates, pulls from company knowledge, escalates anything outside policy.
Common integrations: Slack, internal wikis, document stores, CRMs
OPERATIONS
Workflow Automation Finder
Analyzes operations workflows, surfaces high-value automation candidates, drafts implementation plans with effort and value estimates for operator review.
Common integrations: Document stores, internal wikis, screen recording tools
OPERATIONS
Appointment Scheduling Worker
Routes service and meeting requests against availability, surfaces conflicts, drafts schedule recommendations, escalates priority bookings for sign-off.
Common integrations: Calendars, ServiceTitan, Housecall Pro, scheduling platforms
OPERATIONS
Invoice & Billing Review Worker
Reviews invoices against POs, flags exceptions, drafts payment approvals, surfaces duplicate or fraudulent patterns for finance team review.
Common integrations: NetSuite, QuickBooks, SAP, accounting systems
GOVERNANCE & COMPLIANCE
Compliance Monitor
Monitors business actions against compliance policy. Flags violations before they execute, drafts remediation, routes high-risk events to compliance for sign-off.
Common integrations: GRC platforms, document stores, regulatory portals
GOVERNANCE & COMPLIANCE
Claims & Policy Review Worker
Reviews insurance claims, classifies by severity and policy applicability, drafts coverage analyses, routes high-exposure cases for senior review.
Common integrations: Guidewire, Duck Creek, Sapiens, claims platforms
GOVERNANCE & COMPLIANCE
Vendor Document Review Worker
Reviews vendor contracts, supplier agreements, and operational documents. Drafts summaries, flags discrepancies, routes ambiguities for human review.
Common integrations: Document stores, contract management systems, email
GOVERNANCE & COMPLIANCE
Acquisition Diligence Worker
Assesses target businesses pre-LOI: ingests CIM materials, maps workflows, scores AI-transformation readiness, flags risks, recommends post-close roadmap and worker templates. Knox-governed with human approval at every consequential step.
Common integrations: Data rooms, document stores, knowledge bases
ROLL-UPS & ACQUISITIONS
SOP Extraction Worker
Interviews operators and technicians, transcribes calls, captures workflows from real customer interactions. Drafts standard operating procedures, flags inconsistencies, surfaces automation candidates for operator review.
Common integrations: Slack, Zoom transcripts, document stores, internal wikis
MARKETING & GTM
Content & Social Worker
Drafts social posts and content from approved messaging, runs brand and compliance review, routes non-standard posts for approval before publishing.
Common integrations: Social platforms, CMS, brand guidelines, approval routing
MARKETING & GTM
E-Commerce Product Assistant
Handles product catalog operations: drafts product descriptions, surfaces pricing inconsistencies, flags inventory issues, routes catalog changes for review.
Common integrations: Shopify, product catalogs, PIM systems, image stores
No Template Fits?
Default agents handle the long tail.
Templates are accelerators for common workflows. For everything else, deploy a worker from scratch with just a name and instructions — the Planner, Researcher, and Executor handle the rest. The catalog grows. The defaults are always there.
Build Your WorkforcePick a template. Or
Pick a template. Or
build from scratch.
Either path runs on the same Qoris platform: governed by Knox, audit-ready by default, deployable on your infrastructure.
