# AI Agent Use Cases and Templates > Part of the NocoDB documentation (Agents). Index of all pages: https://nocodb.com/llms.txt. Any docs page is available as Markdown by adding `.md` to its URL. URL: https://nocodb.com/docs/agents/use-cases Last updated: 2026-10-29 AI agent use cases and examples for sales, customer service, marketing, operations and project management: 13 NocoDB templates to start from. Create an agent from the [Ticket triage] template for the [Requests] table Create an agent that posts a [weekly digest] of [Deals] to [#sales] every [Monday] Create an agent that flags [stalled deals] and tells the [owner] why These AI agent use cases come from the 13 NocoDB templates. A template is a ready-made job that you start from. Each one opens a setup chat with a draft of the job, and you change anything before you turn the agent on. ## Start from a template 1. Open the project. 2. In the mini sidebar, click **Agents**. 3. Click **General agent**. 4. Under **Pick a template**, select a template. A setup chat opens with a draft of the template job. 5. Answer the questions of the setup chat, for example which table the agent reads. 6. Click **Finish setting up**. The agent settings open. 7. Review the settings, and turn on the agent. See [Review and turn on the agent](/docs/agents/create-agent#review-and-turn-on-the-agent). Each template creates the agent as a **Draft**. A draft does not run until you turn it on. ## AI agent examples by team The 13 NocoDB AI agent templates are grouped here by the team that uses them. Each one is a working example that you can change. ## AI sales agents An AI sales agent in NocoDB watches deals and drafts the next step for the owner. | Template | What it does | | --------------------- | ------------------------------------------------------------------------------------------------------------------- | | **Deal risk watcher** | Flags deals that have stalled and tells the owner why. | | **Follow-up drafter** | Drafts follow-up emails when a record needs a nudge. | | **Customer check-in** | Drafts a check-in for customers who went quiet, ready for review. | | **Meeting prep** | Every weekday morning, preps today's meetings from your meetings table: the account, open deals and the last notes. | ## AI customer service agents An AI customer service agent in NocoDB sorts new requests and answers questions from your tables and docs. | Template | What it does | | ----------------- | --------------------------------------------------------------------- | | **Ticket triage** | Tags new requests, sets priority and routes them to the right person. | | **Answer bot** | Answers questions about your tables and docs whenever someone asks. | ## AI agents for marketing An AI marketing agent in NocoDB reports on campaigns and reminds owners of upcoming posts. | Template | What it does | | --------------------------- | --------------------------------------------------------------- | | **Campaign report** | Every Friday, sums up campaign results and posts them to Slack. | | **Content calendar keeper** | Reminds owners of upcoming posts and flags anything past due. | ## AI agents for operations An AI operations agent in NocoDB fills in and cleans up records, and warns before stock runs out. | Template | What it does | | ------------------- | ------------------------------------------------------------------------------- | | **Reorder alerts** | Watches stock levels and drafts purchase orders before you run out. | | **Record enricher** | Fills in missing details on new records from the web. | | **Data cleaner** | Finds duplicates and missing values and fixes them, with a log of every change. | ## AI agents for project management An AI project management agent in NocoDB tells the team what changed and what to do next. | Template | What it does | | ----------------- | ------------------------------------------------------------------------------------ | | **Weekly digest** | Sums up what changed in your tables and posts it every Monday. | | **Morning brief** | Turns what changed in your tables and docs into a short plan, every weekday morning. | ## Build your own agent When no template fits, describe the job in your own words. Click **Set up by describing** on the **General agent** step, or ask [NocoAI](/docs/product/noco-ai) in the chat. See [Create an agent](/docs/agents/create-agent). To get good results from any agent, write clear instructions. See [Write good instructions](/docs/agents/instructions#write-good-instructions). ## Related * [AI Agents](/docs/agents/ai-agents) * [Create an agent](/docs/agents/create-agent) * [Triggers and results](/docs/agents/triggers) * [Instructions and files](/docs/agents/instructions) --- ## Related pages - [Agents](https://nocodb.com/docs/agents.md): NocoDB agents are AI agents that work in a project: they read and change your tables, documents and code, answer in chat, and run on their own on a trigger. - [AI Agents](https://nocodb.com/docs/agents/ai-agents.md): NocoDB is a no-code AI agent builder for business: AI agents that work on your tables and documents, answer in chat, and run agentic workflows on triggers. - [Create an AI Agent](https://nocodb.com/docs/agents/create-agent.md): How to create an AI agent in NocoDB: describe the job in a setup chat or pick a template, then review and turn it on. NocoAI can also build it. - [Instructions and Files](https://nocodb.com/docs/agents/instructions.md): Write the instructions of a NocoDB agent as a brief for a teammate, mention tables and documents with @, and attach files that the agent reads on every run. - [Tools and Access](https://nocodb.com/docs/agents/tools-and-access.md): Set the AI agent tools of a NocoDB agent: what it can read and change in tables, records, documents and the web, its project role and its managed machine. - [AI Agent Skills](https://nocodb.com/docs/agents/skills.md): Turn on AI agent skills in NocoDB: reusable instructions from the project, workspace or organization catalog that an agent loads when a task needs them. - [Triggers and Results](https://nocodb.com/docs/agents/triggers.md): Build an AI agent workflow in NocoDB with triggers: a schedule, record changes, comments, forms or webhooks. Send the results to chat, email or Slack. - [Channels](https://nocodb.com/docs/agents/channels.md): Connect a NocoDB agent to a Telegram channel so people can message it outside NocoDB, and choose which messages it answers and who can reach it.