Build agentic AI workflows with Celigo’s prebuilt AI templates

Celigo provides a growing library of AI-powered integration templates that help teams build agentic workflows. These templates demonstrate how to orchestrate large language models (LLMs), enterprise applications, and data platforms into a single automated process.

Built on internal use cases across Finance, RevOps, Support, and Marketing, the templates offer a practical starting point for deploying AI-driven workflows that are scalable, extensible, and ready for real business environments.

Each template includes predefined flow steps, field mappings, and application connections,  reducing setup time and eliminating the need to build from scratch. They integrate AI models like OpenAI and Gemini, vector databases such as Pinecone, and enterprise systems like Salesforce, Zendesk, Snowflake, and Google Workspace, all within governed automation flows.

The result is a clear and flexible framework for operationalizing AI across your business.

Quick walkthrough of Celigo’s AI integration templates

Explore the full set of AI-powered templates below, with direct links to install and customize them inside your integrator.io account.

To access any template, sign in to Celigo.

Finance AI templates

Automate high-volume finance operations like AR follow-ups, invoice processing, and order management.

AI powered AR email processing

Apps: Google Drive, Google Mail (Gmail), NetSuite, OpenAI, Snowflake, Zendesk

Automatically read AR emails from Gmail, extract remittance data using OpenAI, update NetSuite invoices, and log communications in Zendesk. Google Drive stores supporting docs, and Snowflake enables AR analytics.

→ Get the AI powered AR email processing template

AI powered agentic AR email processing

Apps: Google Mail (Gmail), OpenAI

Use OpenAI to intelligently extract payment or invoice details from Gmail-based AR emails and send structured replies automatically. A lightweight, autonomous solution for early-stage AR automation.

→ Get the agentic AR email processing template

AI powered AP expenses automation

Apps: Coupa, Google Drive, Google Mail (Gmail), OpenAI, Snowflake

Extract invoice data from Gmail using OpenAI, store it in Snowflake, and sync it with Coupa for processing. Google Drive stores files. Streamlines AP operations and reduces manual input.

→ Get the AI powered AP expenses automation template

AI powered order management automation

Apps: OpenAI, Salesforce, Slack, Snowflake

Use OpenAI to process unstructured order requests, create structured Salesforce records, notify ops via Slack, and log data in Snowflake. Reduces manual order handling and improves fulfillment speed.

→ Get the order management automation template

Customer experience & support AI templates

Enhance customer service and self-service with AI assistants, bots, and insights.

AI powered chatbot

Apps: OpenAI, Pinecone, Slack, Zendesk

A Slack-based chatbot using OpenAI for intelligent responses, Pinecone for vector search, and Zendesk for ticket data. Reduces support load and improves answer quality.

→ Get the AI powered chatbot template

AI powered product chatbot

Apps: Google Docs, Google Drive, OpenAI, SerpApi, Pinecone, Slack, Snowflake, Zendesk

Train a product chatbot on your documentation. Uses Pinecone for search, OpenAI for answers, and integrates with Slack and Zendesk for support delivery.

→ Get the product chatbot template

AI powered customer insights chatbot

Apps: OpenAI, Slack, Snowflake

Enables sales and CS teams to query Snowflake via Slack using OpenAI for real-time customer insights, health, and usage summaries.

→ Get the customer insights chatbot template

AI powered Zendesk Support copilot

Apps: Confluence Cloud, OpenAI, Pinecone, Snowflake, Zendesk

Provides Zendesk agents with AI-generated suggestions sourced from Confluence docs using Pinecone vector search and OpenAI responses. Improves support response time and accuracy.

→ Get the Zendesk Support copilot template

AI powered customer 360 researcher

Apps: Google Mail (Gmail), Google Sheets, integrator.io, MongoDB, OpenAI, SerpApi, Slack, Snowflake, Zendesk, Zoominfo

Aggregates customer data from various sources, summarizes insights using OpenAI, and posts updates to Slack or Sheets. Helps CS teams maintain full customer context.

→ Get the customer 360 researcher template

RevOps AI templates

Empower GTM teams with automation, insights, and AI-generated outreach.

AI powered Gong insights extraction

Apps: Gong, OpenAI, Salesforce, Slack, Snowflake

Summarizes Gong calls with OpenAI, shares insights via Slack, and syncs to Salesforce. Logs data in Snowflake for historical analysis.

→ Get the Gong insights extraction template

AI powered insights extraction to Salesforce

Apps: Gong, OpenAI, Salesforce, Snowflake

Uses OpenAI to extract and push insights from Gong into Salesforce and Snowflake. Keeps CRM current and reduces rep manual input.

→ Get the insights to Salesforce template

AI powered sales chatbot

Apps: Google Drive, Klue, OpenAI, Pinecone, Seismic, Slack, Snowflake

Supports sales reps with a Slack chatbot trained on sales content from Seismic, Klue, and Drive. Uses Pinecone and OpenAI for dynamic Q&A.

→ Get the sales chatbot template

AI powered prospect 360 researcher

Apps: integrator.io, MongoDB, OpenAI, Perplexity AI, SerpApi, Slack, Snowflake, Zoominfo

Automates prospect research using SerpApi, Perplexity AI, Zoominfo, and OpenAI. Sends enriched profiles to Slack and stores data in Snowflake.

→ Get the prospect 360 template

AI powered customer renewal reminder

Apps: Google Mail (Gmail), Google Sheets, integrator.io HTTP, MongoDB, OpenAI, Perplexity AI, Salesforce, SerpApi, Slack, Snowflake, Zendesk, Zoominfo

Generates personalized renewal emails using OpenAI, enriched with product usage and account data. Tracks outcomes and sends via Gmail and Slack.

→ Get the customer renewal reminder template

AI powered customer onboarding KTs

Apps: Gong, Google Docs, Google Drive, OpenAI, Salesforce, Snowflake

Summarizes onboarding calls from Gong using OpenAI, stores KT docs in Drive, and syncs key details with Salesforce and Snowflake.

→ Get the customer onboarding KTs template

AI powered executive summary generator

Apps: AWS Lambda, Gong, Google Drive, Google Gemini, OpenAI, Salesforce, Slack, Snowflake, Zendesk

Summarizes calls and meetings using OpenAI and Gemini, formats with Lambda, and delivers executive summaries via Slack and Salesforce.

→ Get the executive summary generator template

Marketing automation AI templates

Automate content generation, candidate reviews, and customer storytelling.

AI powered customer case studies generator

Apps: AWS Lambda, Gong, Google Docs, Google Drive, Google Gemini, OpenAI, Salesforce, Slack, Snowflake, Zendesk

Uses Gong and Salesforce data to auto-generate case studies with OpenAI and Gemini. Delivers docs to Google Drive and Slack.

→ Get the case studies generator template

AI powered customer adoption usage slides

Apps: Google Drive, Google Sheets, Google Slides, OpenAI, Slack, Snowflake

Summarizes usage data from Snowflake, generates QBR-ready slides using OpenAI, and shares them via Drive and Slack.

→ Get the adoption usage slides template

HR & people ops AI templates

Automate high-volume tasks like resume screening and internal policy support, enabling faster, more consistent employee experiences.

AI powered job application reviewer

Apps: Google Drive, Greenhouse, Greenhouse AWS, OpenAI, Snowflake

Automatically review resumes from Greenhouse using OpenAI, summarize qualifications, and rank candidates. Store results in Snowflake and archive resumes in Drive. This improves recruiter efficiency and reduces bias in the screening process.

→ Get the job applications reviewer template

AI powered HR copilot

Apps: Google Drive, OpenAI, Pinecone, Snowflake, Zendesk

Provide HR teams with a Slack assistant that answers policy questions by searching indexed documents from Drive using Pinecone and OpenAI. Sync interactions with Zendesk and analyze trends in Snowflake.

→ Get the HR copilot template

Operations & internal enablement AI templates

AI powered application connectivity researcher

Apps: OpenAI, Slack, Snowflake, Zendesk

Use OpenAI to scan Snowflake and Zendesk for app connectivity patterns and suggest the best integration options via Slack. Ideal for internal solution consultants or integration architects, accelerating discovery work.

→ Get the application connectivity researcher template

AI powered customer digital health check

Apps: Google Drive, Google Sheets, integrator.io, OpenAI, Slack, Snowflake

Generate digital health check summaries using OpenAI to analyze product usage data from Snowflake, format into Sheets, and store in Drive. Slack notifications alert account teams.

→ Get the digital health check template

Bring AI into your workflows

These prebuilt AI templates are built on real workflows used by teams across Finance, RevOps, Support, and HR, automating tasks like AR follow-ups, customer case study generation, and onboarding prep.

Each one includes ready-made integration patterns, AI steps, and application connections to help you move faster with less setup.