Sales
New lead to booked meeting
Score inbound leads, write a personal intro and book the call on your calendar.
5 steps 5 min setup
Finance
Month-end reconciliation
Match transactions, flag anomalies and draft the close checklist.
8 min setup
·
ledgerly, sheetly
This template gives you a working agent in minutes. Connect the tools, review the steps and turn it on.
How it works
Trigger: an event in Ledgerly
The agent reads context and plans the steps
A human approves anything sensitive
Results are written back to your tools
Customize it
Every step can be edited, reordered or extended with your own rules.
Launch your first agent in minutes. No credit card required.
14-day free trialSOC 2-readyHuman approval built in