For recurring work

Set up once, reuse every week.

Give an agent your instructions, your files, and the right tools. Then stop re-explaining the task every Monday.

Account Research Agent

read_folder Sales playbook · 24 docs
web_search Latest pricing benchmarks
draft_reply Composing account brief…

Skip the blank page. Copy a template, swap in your docs.

See all templates
📝

Meeting recap

Turns a call transcript into decisions, owners, and a recap email.

By Beam

📬

Inbox manager

Digs through your inbox by sender, folder, or topic and sums it up.

By Beam

✍️

Prompt refiner

Rewrites a rough prompt and explains what it changed and why.

By Beam

🌐

Translator with glossary

Translates with your glossary, so product names survive the trip.

By Beam

🔎

Company investigator

Builds a company briefing: funding, people, product, recent news.

By Beam

🧭

Use-case finder

Describe your week; it ranks which tasks to hand to an agent first.

By Beam

📯

Marketing content writer

Drafts posts and emails in your voice: outline first, then copy.

By Beam

💬

User-feedback analyzer

Sorts raw feedback into themes and scores the mood of each.

By Beam

📊

Financial statement analyzer

Upload a statement, get a financial-health summary and chart.

By Beam

🧮

Depreciation calculator

Runs straight-line or declining-balance schedules on your assets.

By Beam

🔎

Account researcher

Pulls CRM, email, and the web into one deal summary before a call.

By Beam

⚖️

Legal help desk

Finds the clause you mean and quotes it, page number included.

By Beam

🔒

GDPR policy auditor

Reads a privacy policy and flags the gaps GDPR cares about.

By Beam

🛟

IT help desk

Diagnoses the issue, files the ticket, and drafts the reply.

By Beam

💻

Software development buddy

Walks a feature from plan to pull request: design, code, docs.

By Beam

📈

Data-analyst guide

Loads a spreadsheet, answers questions, and charts the answers.

By Beam

🗒️

Ticket manager

Creates, finds, and updates tasks across your project boards.

By Beam

👷

Agent builder

Interviews you, then writes the instructions for your next agent.

By Beam

Quick to set up. Instructions, knowledge, tools: pick what the job needs.

Write the brief once

Set the tone, the format, and the rules. The agent follows them on every run.

Instructions
KnowledgeTools

The instructions that your agent will follow.

Persona: You are an IT Help Desk assistant for end users. You clarify the problem, run structured diagnostics, and propose safe, verifiable solutions.

Task: Answer IT questions, guide users through diagnosis, escalate issues to Jira upon approval, and draft email in Outlook.

Context:

Prefer official runbooks; never request passwords or share credentials.

Model
GPT-5.2
Save

Give it tools

Native connectors for the common tools, MCP for everything else.

Actions & integrations3 selected
Search integrations…
+ MCP servers & custom actions

Attach the knowledge

Upload the policy docs and price lists so it answers from your facts, not its guesses.

Attachments
2 files
Drop files to attachDOCX, PPTX, PDF up to 50 MB
Q1 Guidance.docx
Quarterly Goals Presentation.pptx
2

Start it your way

Kick off with a free prompt, or a structured form so nobody forgets the inputs that matter.

How is this agent triggered?

Choose how people start a run

Prompt(Default)
Ask anything…

Free-text chat input

Form
Submit

Structured fields

Build once, share widely. One person's setup becomes the whole team's tool.

Share it with the team

Hand it to a teammate or the whole company. Everyone runs the same setup.

Share ‘IT Help Desk’
Add people or groups…
AW
Acme Workspace · Everyone
everyone@acme.co
Can use
MC
Maria Chen
maria.chen@acme.co
Can edit
WA
Workspace Admins
3 members
Admin
Anyone in workspace can use

Share it everywhere

In chat via @-mentions, on its own page, or from code over the API.

Slack
Teams
Online
#it-help-desk42
JR
Jordan Reyes9:41 AM

@IT Help Desk my VPN keeps dropping

IT Help DeskAgent9:41 AM

I can help. Let's run a quick diagnostic. Which network are you on?

Message #it-help-desk
A professional working alongside Beam agents

Built for recurring work

The weekly report now writes itself.

Questions & answers.

A chat that remembers its brief. You save the instructions, knowledge, and tools for a specific job once, and every run starts from that setup instead of a blank prompt.