37 AI Agent Templates for Relevance AI - Complete Marketing & Sales Automation

Build Your AI Workforce in 10 Minutes

Import 37 pre-built AI agents into Relevance AI and automate content creation, SEO, lead qualification, and sales outreach. Access all agents through Chat or Slack—no complex multi-agent workflows to debug.

What's Inside: 37 Ready-to-Use AI Agents

This template collection gives you a complete AI team for Relevance AI's new Chat and Slack features. Each agent works independently, eliminating the "broken telephone" problem where traditional multi-agent systems pass tasks through manager agents and errors compound.

Complete Template Collection:

• Content creation agents (LinkedIn, X, newsletters, images, presentations)
• SEO content team (keyword research, article writing, publishing)
• Sales and lead qualification agents
• Research and analysis agents
• Google Workspace and productivity agents

Why Templates vs Building From Scratch:

• Import all 37 agents in under 10 minutes
• Pre-configured system prompts and tools
• Battle-tested in production environments
• Human-in-the-loop by design
• Works with Relevance AI's free tier

Content Creation Agents: Repurpose Content Across Platforms

Turn one YouTube video into dozens of platform-specific posts in minutes.

Included Agents:

LinkedIn Post Writer - Generates posts in your brand voice with CTAs and proper formatting. References your past posts to maintain consistent tone.

X Post Writer - Creates engagement-optimized threads. Condenses long content into 3-5 connected tweets.

Newsletter Writer - Writes complete email newsletters (400-600 words) from your content with subject lines and CTAs.

Image Generator - Creates two types of visuals: personal images featuring you in any setting, and branded infographics based on your style examples.

Presentation Creator - Builds complete slide decks through Gamma integration. Generates slides, images, and exports to PPTX.

Real Example from the Video:

Input: YouTube video link + tag three agents (LinkedIn Writer, Newsletter Writer, X Writer)

Output in 3 minutes:

• LinkedIn post (250-300 words, includes CTA)
• Full newsletter (523 words in your style)
• X thread (3-5 tweets optimized for engagement)
• Branded infographic for the LinkedIn post

SEO Content Team: From Keyword Research to Publishing

Generate complete topic clusters with keyword research, multiple articles, images, and automatic publishing.

Included Agents:

Keyword Researcher - Integrates with Moz API for search volume, competition scores, and related keyword discovery.

Content Cluster Planner - Creates strategies for 3-5 related articles per main topic with semantic relationships mapped.

Article Writer - Produces 2,000+ word SEO-optimized articles with proper heading structure and natural keyword integration.

Blog Asset Maker - Generates featured images, in-content graphics, and social sharing images.

Export Manager - Publishes directly to Webflow or WordPress with proper formatting and SEO metadata.

Real Example from the Video:

Input: "Generate multiple articles in a topic cluster about how to optimize for AI search"

Output in 35 minutes:

• Keyword research via Moz API (7-10 keywords identified)
• 3-5 article topics selected with search volumes
• Complete articles written (2,000+ words each)
• Images generated for each post
• Articles ready to publish to website

This demonstrates the complete SEO workflow from research to publication handled by the agent team.

Sales & Lead Qualification: Slack-Powered Lead Research

Research prospects, qualify leads, create CRM records, and assign follow-up tasks—all from Slack.

Included Agents:

Lead Qualifier Agent (Quinn) - Researches LinkedIn profiles, analyzes companies, scores against your ICP, and enriches contact data.

HubSpot Assistant - Creates contacts, updates records, assigns follow-up tasks, and logs interaction history.

LinkedIn Scraper - Extracts current position, work history, education, and recent activity.

BDR Outreach Writer - Creates personalized cold emails based on prospect research and recent activity.

Sales Follow-up Agent - Responds to prospect replies and updates CRM with conversation notes.

Real Example from the Video:

Slack message: "@relevanceai @Quinn please research this lead - Sarah Walker CEO at Slack"

Output in 90 seconds:

• LinkedIn profile researched
• Lead qualified based on criteria
• HubSpot contact created
• Follow-up task assigned to sales rep

The Slack integration means anyone on your team can call agents without learning new software. People see colleagues using agents successfully, driving organic adoption across the organization.

Research Agents: Deep Research to Presentation

Conduct comprehensive research and turn findings into presentation-ready slides.

Included Agents:

Deep Research Agent - Integrates with OpenAI's Deep Research for 5-10 minute comprehensive research sessions with multi-source validation.

Web Research Agent - Gathers information across specified domains, extracts key points, and provides source citations.

Competitor Analysis Agent - Monitors competitive landscape including features, pricing, and messaging.

Presentation Creator - Builds complete slide decks with AI-generated images via Gamma.

Real Example from the Video:

Input: "Do deep research on how to optimize your website to be ranked in AI search" → "Generate a slideshow for marketing agencies based on this research"

Output in 10 minutes:

• Deep research report with citations (5 minutes)
• Complete presentation with title slide, agenda, content slides, and AI images
• PPTX file ready to download and edit

Why Direct Agent Access Beats Multi-Agent Workflows

Traditional Multi-Agent Problem:

Manager Agent receives request → delegates to Worker Agent 1 → passes output to Worker Agent 2 → sends to Worker Agent 3

Like a game of telephone—errors compound at each step. Debugging is complex because you can't see where things went wrong.

This Template Approach:

Tag specific agents you need → each works independently → you see each output → approve before next step

Human-in-the-loop design prevents cascading errors. Much more reliable for production use.

Relevance AI Platform Overview

For those new to Relevance AI, here's how it works:

Tools - Deterministic workflows similar to Make.com or n8n. Give these to agents so they can take actions in software.

Agents - AI-powered with system prompts and tool access. Make decisions, handle ambiguity, adapt to scenarios.

Workforces - Combine agents and tools into teams. Build multi-agent workflows or use Chat feature for direct access.

Memory Feature - Agents can remember things you tell them. Example: "Remember this post as a reference for tone of voice in future generations."

Invent Feature - Auto-generate agents and tools from plain English descriptions. Gets you 80-90% of the way, then fine-tune.

Integration Library - Thousands of integrations (previously a limitation). Connect HubSpot, Google Workspace, Slack, Moz, Webflow, and more.

How to Import and Use These Templates

Step 1: Import (5 minutes)

Get the template link → paste into Relevance AI → all 37 agents import with pre-configured prompts, tools, and settings

Step 2: Connect Integrations (15 minutes)

Link your tools through simple OAuth flows:

• Slack workspace
• Google Workspace
• HubSpot or CRM
• Moz API for SEO agents
• Webflow or WordPress

Step 3: Customize (30 minutes)

Add your specifics:

• Brand voice examples
• Your CTAs and messaging
• Reference images for visual style
• Approval requirements
• Notification preferences

Step 4: Deploy

Use through Chat interface (tag multiple agents in one conversation) or Slack integration (any team member can call agents with @mentions).

Setting Up Slack Integration

Relevance AI in Slack means your entire team can use agents without learning new software.

Setup Process:

1. Go to Integrations in Relevance AI → Connect Slack → Allow access
2. In Slack, go to channel settings → Add apps → Search "Relevance AI" → Add
3. In each agent, add Slack trigger with specific keyword
4. Team members use: "@relevanceai [keyword] [request]"

Example from video: "@relevanceai BDR please research this lead" triggers the BDR agent, which responds in a thread with research results and next steps.

Complete Agent List by Function

Content & Marketing (9 agents) LinkedIn Post Writer, X Post Writer, Newsletter Writer, Image Generator, Presentation Creator, Video Script Writer, Social Media Manager, Copy Editor, Content Calendar Manager

SEO & Publishing (6 agents) Keyword Researcher, Content Cluster Planner, Article Writer, Blog Asset Maker, SEO Optimizer, Export Manager

Sales & Outreach (8 agents) Lead Qualifier, HubSpot Assistant, LinkedIn Scraper, BDR Outreach Writer, Sales Follow-up, Email Sequencer, Meeting Scheduler, Deal Tracker

Research & Analysis (5 agents) Deep Research Agent, Web Research Agent, Competitor Analysis, Data Enrichment, Report Generator

Operations & Productivity (9 agents) Google Docs Manager, Google Sheets Manager, Google Calendar Manager, Gmail Assistant, Notion Assistant, Drive Organizer, Voice Agent, Document Processor, Task Manager

Technical Requirements

You need:

• Relevance AI account (free tier works)
• 30-45 minutes for setup
• API keys for your tools (most free)

Optional but recommended:

• Slack workspace
• Google Workspace
• HubSpot or CRM
• Moz API key (free tier available)
• Webflow or WordPress

Skill level: No coding required. If you can write clear English instructions, you can customize these agents.

Pricing

Relevance AI Platform:

• Free tier available for testing
• Paid plans start at $299/month

Additional costs to consider:

• Moz API: Free tier available
• OpenAI API usage: Pay per token
• Other integration APIs based on usage

Most users running 5-10 agents spend $300-500/month total. This replaces manual work costing 10-20x more with employees or contractors.

Who This Is For

Perfect for:

Technical founders wanting proven implementations instead of building from scratch.

Marketing agencies scaling content production without proportionally increasing headcount.

Solo entrepreneurs building AI-powered businesses without a development team.

Not ideal for:

Teams needing 100% deterministic workflows (use Make.com or n8n for pure if-then automation).

Users wanting completely autonomous agents (this system includes human approval by design for reliability).

Frequently Asked Questions

Can I customize the agents?

Yes, completely. Modify system prompts, add tools, change integrations, adjust behavior. Templates provide proven starting points you adapt to your needs.

How long does setup take?

Import: 10 minutes. Connect integrations: 15-30 minutes. Customize first 5 agents: 1-2 hours. Most users have working agents within one day.

What's the difference vs Make.com or n8n?

Make.com/n8n are workflow automation (deterministic if-then). These are AI agents (agentic—handle ambiguity, make decisions). Both have their place. Use workflows for predictable processes, agents for tasks requiring judgment.

Can agents work together?

Yes, through Chat you tag multiple agents in one conversation. They work sequentially with human approval between steps, avoiding reliability problems of fully autonomous multi-agent systems.

How does Slack integration work?

Connect your workspace, mention @relevanceai followed by agent keyword and request. Agent responds in thread. Entire team can access agents through Slack without learning new platform.

What if an agent makes a mistake?

Human-in-the-loop means you review outputs before finalization. For critical operations (sending emails, creating CRM records), you can require explicit approval.

Can I use these for client services?

Yes. Many agencies use templates for client delivery. Customize agents for each client's voice and workflows. Common uses: content services, SEO production, lead generation.