Starter Kit Library
Inspect version, publisher, compatibility, support ownership, security review, and required setup before installing configurable assets.
Reviewed records
Each public record shows the current version, publisher, required plan, workflow scope, compatibility, review status, support owner, and change history.
A configurable client-intake, preparation, follow-up, and recurring-reporting starting point for professional-services teams.
A request-to-schedule operating pattern for quote intake, job preparation, service exceptions, and follow-up.
A service-intake and approval pattern for customer questions, estimate review, status updates, and follow-up.
A booking-question, client-intake, exception, and re-engagement starting point for appointment-led teams.
A constituent-intake, volunteer-routing, document, and recurring-program reporting starting point.
A lead-intake, document-readiness, showing follow-up, and pipeline-reporting starting point.
Industry-oriented drafts for assistants, workflows, knowledge topics, and reports. Installation creates editable assets; it does not connect external systems or approve production rules for you.
Pre-built orchestration for common ops patterns — intake, approvals, exceptions, period-end close.
Role-scoped assistants with prompt templates, knowledge scope bindings, and eval datasets.
The connector catalog below distinguishes generally available connections from built-in sources and custom or API-dependent work.
Integration catalog
Generally available means the platform has a supported connector and authorization path. Final usability still depends on the customer's source-system plan, permissions, API limits, and admin approval.
Supported connector and authorization path in the current product.
No third-party OAuth connector is required.
Requires discovery and may require customer API access, partner work, or separately scoped development.
What a kit includes
Draft assistants, workflows, report definitions, and knowledge structure
Connector authorization, field mapping, permissions, and business-rule review
Test data, owner approval, exception paths, and output acceptance criteria
Plan support covers product setup; custom implementation is separately scoped
Build on top
Growth and larger plans can package assistants, workflows, reports, and integration requirements for controlled distribution. Public listing, commercial terms, support ownership, compatibility, and review status are approved separately before a package is offered to other customers.