Templates

Each template is an agent and the workflows it calls. Every write to another service waits for an approver, except the Slack post to your own channel. Each agent runs on a small model, so every template works on Free. A template's agent and workflows count toward your plan's agents and workflows.

Start from a template

In the dashboard:
Agents → Start from a template, then Deploy. Developers and admins can deploy.
In a project:
write it into a directory, change what you like, then deploy it as one release.

Shell

npx shiftlabs init                                   # list the templates
npx shiftlabs init --template support-triage support-agent
cd support-agent
npm install --save-dev shiftlabs
npx shiftlabs deploy

After a deploy, add the secrets, connections and vars the template needs, then try its sample message. See Templates.

The five templates

Template	What it does	Waits for approval	Needs
`github-actions-runbook`	Runs a runbook in your own GitHub Actions, waits for its result, and lists recent runs	Starting the runbook	The connection `github-actions` with the secret `GITHUB_ACTIONS_TOKEN`, the secret `GITHUB_RUNBOOK_SIGNING_KEY` and the var `GITHUB_RUNBOOK_REPO`
`github-triage`	Reads an issue, suggests labels and a reply, and posts them	Posting the comment and setting labels	The secret `GITHUB_TOKEN` for `api.github.com`
`support-triage`	Sorts a support message by kind and urgency, drafts a reply, and posts the triage to your team's Slack channel	Nothing: it only posts to your own channel	The secret `SLACK_BOT_TOKEN` and the var `SLACK_CHANNEL`
`lead-qualifier`	Looks up a lead in HubSpot, rates it hot, warm or cold with reasons, and records the rating as a note	Writing the note	The secret `HUBSPOT_TOKEN` for `api.hubapi.com`
`invoice-assistant`	Answers questions about Stripe invoices and refunds them	The refund	The secret `STRIPE_KEY` for `api.stripe.com`

github-actions-runbook

Runs runbooks/<runbook>.sh from your repository in GitHub Actions after an approver says yes. The GitHub workflow signs its result and posts it back, even when the runbook failed. If no signed result arrives in time, the workflow asks GitHub how the run ended.

Workflows: github-runbook-runs, and github-runbook after approval. The main workflow is in TypeScript and Python.
Credentials: the GitHub token is a connection's secret, added at the gateway. The credentials your runbooks use stay in GitHub secrets and variables.
A self-hosted GitHub runner inside your network can reach private systems. It needs outbound HTTPS to hooks.shiftlabs.org to send the result.
Setup: Run tools in GitHub Actions.

github-triage

Reads a GitHub issue, suggests labels and a reply, and posts them once an approver agrees.

Workflows: github-issue, and github-comment and github-labels after approval.
Token: a fine-grained token with read and write access to the repository's issues.

support-triage

Sorts a support message by kind and urgency, drafts a reply, and posts the triage to your team's Slack channel.

Workflow: slack-post.
Token: a Slack bot token (xoxb-…) with the chat:write scope, invited to the channel, and the channel's id, such as C0123456789.

lead-qualifier

Looks up a lead in HubSpot, rates it hot, warm or cold with reasons, and records the rating as a note after approval.

Workflows: hubspot-contact, and hubspot-note after approval.
Token: a HubSpot private app token with the crm.objects.contacts read and write scopes.

invoice-assistant

Answers questions about Stripe invoices and refunds them after approval. A code tool, format-amount, shows Stripe's amounts.

Workflows: stripe-invoice, and stripe-refund after approval.
Key: a Stripe secret or restricted key that can read invoices and create refunds.

Plan limits that apply

	Free	Pro
Agents	3	25
Workflows	10	50
Agent messages	1,000 per 24 h	250,000 per 24 h

Template budgets are $0.15 to $0.25 a conversation. See Pricing.

Start free