Agent Ops Template Library

Ready-to-scope AI operations workflows for small businesses.

These templates show what Cliphorium can build after an Agent Ops Audit. Each workflow is approval-gated, draft-first, and designed around the customer's real tools.

Approval-Gated Draft-First Real Tools Activity History No Surprise Actions

Four Ready-to-Scope Templates

🔭

Monitoring Agent

Site Watch Agent — Issue to Fix Plan

Customer problem: My website, form, page, or workflow breaks and I don’t know until it costs me leads.

What this workflow does We watch the issue, explain what happened, recommend the fix, and let you approve the next step.

What It Watches

Website uptime
Key pages and contact form
Page speed
Broken links
SEO title and meta drift
Basic content drift

What Triggers It

Site down or contact form fails
Page returns 404 or 500
Page slows significantly
Important content changes or disappears
Broken link found

What the Customer Sees

Issue detected, severity, and affected page
Why it matters to the business
Recommended fix and risk level
Approval options clearly listed

Approval Options

Ignore Ask for more detail Approve fix plan Approve patch draft Approve patch after review

Tools and Access Needed

Website URL and key pages list
Contact form URL
Alert email
Optional CMS or admin access — only if patch work is approved
Optional GitHub or repo access — only if patch work is approved

Week 1 Deliverable

Site Watch workspace
Key pages monitored
Contact form check active
First issue and fix-plan workflow
Approval queue behavior set
Weekly summary format confirmed

Monthly Support

Continuous monitoring
Issue summaries and fix recommendations
Policy tuning
Monthly ops review

✉

Workflow Agent

Workflow Agent — Lead Follow-Up Draft

Customer problem: Leads come in but follow-up is late, inconsistent, or forgotten.

What this workflow does We turn new inquiries into drafted responses and approval-ready next steps.

Trigger

New website inquiry
Missed call form
Email lead
Booking request
Quote request

Inputs

Lead name, email, and phone
Service requested
Source page
Urgency signal
Business routing rules

Cliphorium Agent Action

Classify lead and check priority
Draft reply
Suggest next step
Prepare task or reminder

Approval Gate

Owner reviews the draft before any message is sent.

Output

Draft email or SMS
Follow-up task
Lead status note
Activity log

Tools and Access Needed

Website form
Inbox
CRM — optional
Calendar — optional
Slack or email notification — optional

Week 1 Deliverable

One intake source connected
Draft reply template
Approval flow active
Lead status labels
Test lead run completed

Monthly Support

Tuning reply style
Tracking missed leads
Updating routing rules
Workflow review

📁

Workflow Agent

Workflow Agent — Support Intake Router

Customer problem: Support requests pile up without a clear owner or priority.

What this workflow does We classify support requests, draft the first response, and route the issue for review.

Trigger

New support email
Contact form message
Bug report
Customer complaint
Internal request

Inputs

Customer name and issue type
Urgency signal
Account context
Screenshots or notes

Cliphorium Agent Action

Classify request and identify urgency
Draft response
Route to owner or team
Flag risks

Approval Gate

All customer-facing replies wait for approval before sending.

Output

Priority label
Owner assignment
Draft reply
Issue summary
Activity log

Tools and Access Needed

Support inbox
Form source
Slack or email routing
CRM or helpdesk — optional

Week 1 Deliverable

Support categories defined
Routing rules set
First draft response templates
Approval queue active
Test tickets run

Monthly Support

Category tuning
Response quality review
Routing updates
Monthly support summary

📋

Founder Ops Agent

Founder Ops Agent — Weekly Ops Review

Customer problem: The founder has too many scattered signals and no single weekly operating picture.

What this workflow does We gather key signals, draft the weekly ops review, and surface the next decisions.

Trigger

Weekly scheduled review
New incidents or unresolved tasks
Campaign signals
Customer issues

Inputs

Site status
Open issues
Lead activity
Support themes
Payment and subscription notes
Project notes

Cliphorium Agent Action

Summarize signals
Identify blockers
Draft next actions
Prepare decision list

Approval Gate

Founder reviews before action items are assigned or sent.

Output

Weekly ops summary
Blocker list
Decision queue
Next-action plan
Activity log

Tools and Access Needed

Site Watch data
Inbox summaries
Stripe high-level activity
GitHub or project tracker — optional
Calendar — optional

Week 1 Deliverable

Weekly review format set
Signal list confirmed
Owner priorities documented
First report draft delivered

Monthly Support

Report tuning
Priority updates
Decision tracking
Workflow expansion planning

How Every Template Works

Trigger

A signal arrives — a broken page, a new lead, a support message, or a scheduled check.

Agent Analysis

The Cliphorium agent reads the signal, checks context, and identifies what matters and why.

Draft and Recommendation

A draft response, fix plan, or next step is prepared — nothing is sent or changed yet.

Approval Gate

You review the draft and choose what happens next. Every workflow stops here until you decide.

Safe Action

Only what you approved moves forward — a sent message, a filed ticket, an assigned task.

Activity History

Every step is logged — what was detected, what was drafted, what was approved, and what was done.

Tools and Connections

Don’t see your tool?

Cliphorium does not need every tool connected on day one. The audit finds the safest connection path. If a tool has an API or webhook, we may connect it directly. If not, we can often start with read-only exports, forwarded emails, CSV reports, or a lightweight bridge. Anything needing deeper access is scoped before build.

Get Started

Start with an Agent Ops Audit

The audit maps your tools, workflows, and first automation opportunity. Templates are scoped to your real setup after the call.

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