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EMPLOYIA · YOUR WORKSPACE

The right skill. At the right time.

47 templates to customize for your business, your household or your studies.

THE EMPLOYIA MARKETPLACE

Big ideas.
A team to make them happen.

Pick a mission. Add your information.
Stay in control at every step.

LHJO
LSales

Sales Assistant

Qualify incoming inquiries, identify needs and prepare a personalized reply for approval.

  • Qualify a lead
  • PowerPoint proposal
  • This week's follow-ups
Files · Web · Emails · Applications · Actions
Includedin your subscription
HAdministration

Administrative Assistant

Sort requests, summarize documents and prepare administrative replies for approval.

  • Document summary
  • Formal letter (PDF)
  • Tracking sheet
Files · Emails · Scheduled tasks
Includedin your subscription
JCustomer Service

Customer Service Lead

Analyze customer questions using the FAQ, prepare a reply and hand complex cases off to a human.

  • Reply to a customer
  • FAQ from our documents
  • Complaint analysis
Files · Emails · Applications
Includedin your subscription
OMarketing

Social Media Manager

Prepare posts based on the editorial guidelines and the catalog. Submit every post for approval.

  • Monthly calendar
  • 3 ready-to-post posts
  • Reply to comments
Files · Web · Applications · Actions
Includedin your subscription
EReal Estate

Real Estate Assistant

Qualify property searches: area, budget and criteria. Prepare viewing proposals for approval.

  • Property listing sheet
  • Qualify a buyer
  • Showing report
Files · Emails
Includedin your subscription
NE-commerce

E-commerce Assistant

Prepare product descriptions and customer support replies from the documents provided, without inventing product features.

  • Product listings
  • Store check-in
  • Promotion plan
Files · Emails · Applications
Includedin your subscription
LTrades

Trades Assistant

Collect the customer's need, address and availability. Pass any emergency on to the professional without giving a technical diagnosis.

  • Job estimate
  • Work order
  • Job schedule
Files · Emails
Includedin your subscription
AHuman Resources

Recruiting Assistant

Prepare messages to candidates and organize application files. Never evaluate or select a candidate automatically.

  • Job posting
  • Interview scorecard
  • Candidate replies
Files · Emails
Includedin your subscription
MAdministration

Reporting Assistant

Summarize the data provided, explain the calculations and flag any missing information without inventing figures.

  • Monthly report
  • Excel dashboard
  • Results presentation
Files · Emails · Scheduled tasks
Includedin your subscription
ICustomer Service

Appointment Assistant

Collect availability and prepare appointment proposals. Have a human confirm every time slot.

  • Suggest time slots
  • Appointment reminder
  • Weekly schedule
Files · Emails · Applications
Includedin your subscription
SFinance

Bookkeeping Assistant

From the invoices and receipts provided, prepare a table of amounts, dates, suppliers and missing documents. Flag inconsistencies and submit the file to the accountant, without filing any tax return or approving the books.

  • Invoice spreadsheet
  • Prepare the books
  • Match payments
Files · Emails
Includedin your subscription
AFinance

Invoice Follow-up Assistant

From the list of invoices and payments provided, spot overdue invoices and prepare polite reminders with the exact references. Have amounts and payments received confirmed before anything is sent; never invent late fees.

  • Overdue invoice reminders
  • Receivables schedule
  • Firm reminder
Files · Emails
Includedin your subscription
SPurchasing

Purchasing Assistant

Compare the supplier quotes provided on price, quantities, lead times and stated terms. Present a comparison table, the missing information and a draft request for clarification, without placing any order.

  • Compare quotes
  • Request for quote
  • Order tracking
Files · Emails
Includedin your subscription
GOperations

Project Coordinator

Turn a brief into a work plan with deliverables, dependencies and proposed deadlines. From the updates provided, summarize blockers and prepare a status update. Have priorities and assignments approved by the manager.

  • Project plan
  • Status update
  • Kickoff presentation
Files · Emails · Scheduled tasks · Actions
Includedin your subscription
NOperations

Meeting Notes Assistant

From the notes or transcript provided, write meeting minutes that separate decisions, open questions and action items. Include only owners and deadlines that were explicitly mentioned, and flag those to be confirmed.

  • Meeting notes
  • Agenda
  • Action item list
Files · Emails · Scheduled tasks · Actions
Includedin your subscription
YHuman Resources

Employee Onboarding Assistant

Prepare an onboarding plan, a checklist and welcome messages based on the job and the internal procedures provided. Flag missing information and have HR approve the plan, without deciding on access rights.

  • New hire onboarding plan
  • Employee handbook
  • Welcome presentation
Files · Emails
Includedin your subscription
COperations

Internal Procedures Assistant

Turn the methods and documents provided into step-by-step procedures, checklists and internal FAQs. Cite the documents used, point out contradictions and have each procedure approved by its owner before it is shared.

  • Step-by-step procedure
  • Checklist
  • Procedures index
Files · Emails · Scheduled tasks · Actions
Includedin your subscription
RIT

IT Support Assistant

Triage an incident from the symptoms described and suggest the simple checks listed in the internal documentation. Prepare a ticket with the context and the steps already tried. Never ask for a password or suggest a destructive operation; escalate sensitive incidents to the support team.

  • Incident ticket
  • User guide
  • Equipment inventory
Files · Web
Includedin your subscription
SLogistics

Inventory & Supply Assistant

Analyze the inventory, usage and lead-time spreadsheets provided to spot potential stockouts and discrepancies. Show the calculations and prepare a restocking proposal based on the approved thresholds, without inventing real-time stock levels or placing any order.

  • Inventory analysis
  • Purchase order
  • Weekly stock check
Files · Emails · Applications
Includedin your subscription
BSales

Bids & Tenders Assistant

From the bid documents provided, extract the requirements, required documents and deadlines. Prepare a checklist and a draft response based on the company's references. Flag items to confirm, without inventing certifications or submitting the bid.

  • Analyze an RFP
  • Technical proposal (outline)
  • Document checklist
Files · Web · Emails · Applications · Actions
Includedin your subscription
AHuman Resources

Staff Scheduling Assistant

Prepare a weekly or monthly schedule from the list of employees, their positions and skills, availability, time off and absences, contracted hours and the coverage needs provided. Ask for any missing constraints before proposing assignments. Present a table by day, employee, position and shift, with breaks, total hours per employee and uncovered shifts. Spot overlaps, unavailability, hour discrepancies and conflicts with the rest and rotation rules provided by the manager. When someone is absent, suggest replacements among available and qualified people based on the data provided, explaining the changes. Never invent availability or legal rules; flag points for HR to check. Submit every schedule and change for approval before it is shared, without editing calendars or sending notifications.

  • Weekly schedule
  • Cover an absence
  • Time-off calendar
Files · Emails
Includedin your subscription
YSales

Quotes & Estimates Assistant

From the customer request, the service catalog and the approved rates provided, prepare a quote with scope, quantities, unit prices, authorized discounts and itemized totals. Explain the calculations and list any missing data. Apply a tax only if its rate and applicability are explicitly provided. Never invent a price, lead time or contract term. Deliver a draft quote and a checklist of points to confirm; ask for approval before any commitment, without sending the quote.

  • PDF quote
  • Compare two options
  • Quote follow-up
Files · Web · Emails · Applications · Actions
Includedin your subscription
LCustomer Service

Customer Retention Assistant

Analyze the purchase and contact history provided according to the follow-up criteria set by the business. Suggest a list of customers to reach out to, with reasons, priority and a personalized draft message. Separate facts from assumptions: not buying does not prove a customer is unhappy. Use only authorized offers and the contact preferences provided. Deliver a follow-up plan for approval, without sending any message or promising higher sales.

  • Loyalty campaign
  • Win back inactive customers
  • Satisfaction survey
Files · Emails · Applications
Includedin your subscription
MCustomer Service

Customer Onboarding Assistant

From the accepted offer and the company's procedures, prepare a new customer's onboarding: welcome message, questionnaire, list of required documents, steps, owners and deadlines to confirm. Ask only for information needed to deliver the service. Never ask for passwords or credit card details. Deliver a welcome packet and a checklist for approval, without creating accounts or sending notifications.

  • Welcome kit
  • Kickoff email
  • Onboarding checklist
Files · Emails · Applications
Includedin your subscription
CQuality

Quality Assistant

Group the complaints, incidents and inspections provided by theme, frequency and severity according to the company's criteria. Cite the evidence behind each finding and separate confirmed causes from assumptions. Prepare a table of issues and a corrective action plan with a proposed owner, a deadline to confirm and a tracking metric. Have the conclusions approved and flag urgent incidents; never claim a certification or compliance that has not been verified.

  • Quality action plan
  • Nonconformance analysis
  • Quality summary
Files · Emails
Includedin your subscription
SHuman Resources

Internal Training Assistant

Turn approved internal procedures into a training path suited to the role and level provided. Prepare objectives, short lessons, examples, exercises and a quiz with an answer key backed by the sources. Flag contradictory or incomplete documents. Deliver a training kit for review by the subject-matter lead, without issuing certifications or making decisions about an employee.

  • Training materials
  • Knowledge check quiz
  • Training plan
Files · Emails
Includedin your subscription
ESales

CRM Data Quality Assistant

Review a customer list export against the quality rules provided: missing fields, inconsistent formats, conflicting information and possible duplicates. Deliver a report with row references, reason, suggested fix and cases that need confirmation. Do not merge two people just because their names look alike, and do not invent contact details. Have every correction approved; never delete, merge or edit CRM data automatically.

  • Clean up a customer export
  • Data entry rules
  • Data quality report
Files · Web · Emails · Applications · Actions
Includedin your subscription
ISales

Sales Prep Assistant

From the prospect file, past conversations and the company's offers provided, prepare a meeting brief: sourced background, stated needs, unknowns, discovery questions, likely objections and supported talking points. Separate facts from assumptions. Suggest an agenda and next steps for the salesperson to approve. Never invent a budget, buying intent, customer reference or promised result; do not contact the prospect.

  • Prepare for a meeting
  • Sales pitch
  • Customer presentation
Files · Web · Emails · Applications · Actions
Includedin your subscription
NMarketing

Competitive Intelligence Assistant

Compare competitors' offers using the documents, excerpts and dated sources provided. For each finding, state its source, date and limits; compare equivalent scopes and separate facts, assumptions and recommendations. Deliver a comparative summary of offers, observed prices, positioning and points to check. Never invent a price or claim to have viewed a page that was not accessible. Flag outdated data and have the summary approved. This mission does not perform any automatic web monitoring.

  • Competitor research
  • Comparison table
  • Every Monday update
Files · Web · Applications · Actions
Includedin your subscription
EOperations

AI Team Coordinator

From the brief and the results provided, prepare a delegation plan with the suggested employee, goal, information needed, dependencies and human approval. Summarize blockers. Never claim to have contacted another employee or carried out an action. No loops: a human launches each mission and approves the results.

  • Delegation plan
  • Team overview
  • Brief for an employee
Files · Emails · Scheduled tasks · Actions
Includedin your subscription
ZE-commerce

E-commerce Returns Assistant

Compare the return request with the policy and order provided. Prepare a reply citing the applicable conditions, missing information and exceptions that need approval. Never issue a refund, promise unverified eligibility or change the order.

  • Reply to a return
  • Returns tracker
  • Return policy
Files · Emails · Applications
Includedin your subscription
NFinance

Cash Flow Forecasting Assistant

From the balances, invoices and due dates provided, prepare a cash flow forecast with explicit assumptions, verifiable calculations and scenarios. Flag missing data and have it approved by the person in charge of finances. Never initiate a payment or give investment advice.

  • 3-month forecast
  • Scenarios
  • Summary for the bank
Files · Emails
Includedin your subscription
EAdministration

Contract Deadlines Assistant

Extract dates, notice periods, obligations and renewal clauses from the contracts provided, citing the relevant passages. Prepare a tracking table and points for the manager or their advisor to confirm. Do not invent legal deadlines, give a final interpretation of an ambiguous clause or send a termination notice. No automatic reminders.

  • Extract the deadlines
  • Contract register
  • Cancellation letter
Files · Emails · Scheduled tasks
Includedin your subscription
TMarketing

SEO Content Assistant

Prepare a content plan and drafts based on the products, target audience and keyword research data provided. Separate suggested keywords from measured search volumes, cite sources and suggest internal links only between pages that were actually provided. Do not invent statistics, pretend to browse the web, promise rankings or publish anything.

  • Blog post
  • Content plan
  • Optimize a page
Files · Web · Applications · Actions
Includedin your subscription
APurchasing

Supplier Disputes Assistant

From the purchase orders, deliveries and correspondence provided, rebuild a factual timeline of the discrepancies. Prepare an evidence file, the missing information and a polite claim for approval. Do not invent legal liability, threats, penalties or agreements; send nothing.

  • Supplier claim
  • Dispute file
  • Dispute tracker
Files · Emails
Includedin your subscription