> ## Documentation Index
> Fetch the complete documentation index at: https://docs.vectorshift.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Ready-to-use templates

> Browse pre-built templates you can import and start using today - each one solves a specific business problem out of the box

Every template below is ready to import into your workspace. Pick one, click through to the Marketplace, and you will have a working starting point you can customize with your own data, prompts, and integrations.

To import any template, go to **Marketplaces** in the left sidebar, search for the template by name, and click **Save Workflow**. For a full walkthrough, see [Marketplace overview](/platform/marketplaces/overview).

## Finance and accounting

<CardGroup cols={2}>
  <Card title="Financial Statement Reconciliation Assistant">
    Automates the matching and comparison of line items across financial statements, flagging discrepancies so your team can focus on resolving exceptions instead of hunting for mismatches.
  </Card>

  <Card title="CapEx Classification AI Agent">
    Reads expense descriptions and classifies them as capital or operating expenditures based on your organization's policies, reducing manual review time during close.
  </Card>

  <Card title="Spreadsheet Comparison Assistant">
    Compares two spreadsheets side by side, highlights differences in values, structure, or formulas, and produces a summary of what changed, so you do not have to diff them manually.
  </Card>

  <Card title="Investment Memo Generator">
    Takes research inputs such as financials, market data, and deal terms, then drafts a structured investment memo ready for review by your investment committee.
  </Card>

  <Card title="Capital Account Statements Agent">
    Extracts, organizes, and summarizes capital account data from statements, helping fund administrators and investors quickly understand balances, contributions, and distributions.
  </Card>

  <Card title="Refund/Expense Approval AI Agent">
    Reviews refund requests or expense reports against your approval policies and flags items that need manual review, speeding up routine approvals while catching exceptions.
  </Card>

  <Card title="FX Arbitrage Research Agent">
    Monitors foreign exchange rate data across sources and surfaces potential arbitrage opportunities, giving your trading or treasury team faster access to actionable signals.
  </Card>

  <Card title="Earnings Call Insight and Sentiment Analyzer">
    Processes earnings call transcripts to extract key themes, management sentiment, and forward-looking statements, so analysts can review insights instead of listening to full recordings.
  </Card>
</CardGroup>

## Compliance and risk

<CardGroup cols={2}>
  <Card title="Company Policy Compliance Chatbot">
    Answers employee questions about company policies by searching your internal policy documents, so staff get instant, accurate answers without waiting for HR or legal.
  </Card>

  <Card title="Compliance Control AI Agent">
    Evaluates processes and documentation against your compliance control framework, identifying gaps and recommending remediations before they become audit findings.
  </Card>

  <Card title="Control Checker and Writer Agent">
    Reviews existing controls for completeness and accuracy, then drafts new control descriptions that align with your framework, saving hours of manual documentation.
  </Card>

  <Card title="KYC Agent">
    Collects, verifies, and organizes Know Your Customer documentation, guiding users through the required checks so onboarding stays compliant without back-and-forth delays.
  </Card>

  <Card title="Webpage Compliance Agent">
    Scans web pages against your compliance requirements and flags content that may be non-compliant, so your team can fix issues before they reach regulators or customers.
  </Card>

  <Card title="Application Risk Agent">
    Assesses applications (loan, insurance, or vendor) against your risk criteria and produces a risk summary, helping underwriters and reviewers prioritize their workload.
  </Card>

  <Card title="Validation Agent">
    Checks data entries, documents, or form submissions against a set of validation rules you define, catching errors and inconsistencies before they propagate downstream.
  </Card>

  <Card title="InfoSec Questionnaire Assistant">
    Drafts responses to information security questionnaires by pulling answers from your existing security documentation, cutting the time spent on repetitive vendor assessments.
  </Card>
</CardGroup>

## Lending and deal management

<CardGroup cols={2}>
  <Card title="Loan Underwriting Agent">
    Analyzes borrower data, financial statements, and credit information to produce a preliminary underwriting assessment, helping your lending team move faster on applications.
  </Card>

  <Card title="Term Sheet Agent">
    Reads and summarizes term sheets, extracts key deal terms, and flags provisions that deviate from your standard terms so deal teams can negotiate from an informed position.
  </Card>

  <Card title="Closing Package Review Agent">
    Reviews closing packages for completeness and accuracy, checking that all required documents are present and consistent before a deal closes.
  </Card>

  <Card title="Closing Compliance Agent">
    Verifies that closing documents meet regulatory and internal compliance requirements, reducing the risk of post-close findings or delays.
  </Card>

  <Card title="Credit Policy and Exception Memo Agent">
    Drafts credit policy exception memos by analyzing the exception details against your credit framework, saving analysts from repetitive memo writing.
  </Card>

  <Card title="Grant Matching AI Agent">
    Matches your organization's profile and project details against available grants, surfacing the best-fit funding opportunities so you apply where you are most likely to qualify.
  </Card>
</CardGroup>

## Document intelligence

<CardGroup cols={2}>
  <Card title="Document Classification Agent">
    Reads incoming documents and automatically classifies them by type (invoice, contract, report, correspondence, etc.), routing each to the right workflow or team.
  </Card>

  <Card title="Document Comparison AI Agent">
    Compares two versions of a document and highlights additions, deletions, and changes in meaning, so reviewers can focus on what actually changed instead of reading both versions in full.
  </Card>

  <Card title="Contract AI Analyst">
    Extracts key clauses, obligations, dates, and risk factors from contracts, giving legal and procurement teams a structured summary without reading every page.
  </Card>
</CardGroup>

## Knowledge and research

<CardGroup cols={2}>
  <Card title="IC Memos Knowledge Base">
    Stores and indexes your investment committee memos as a searchable knowledge base, so anyone on your team can find past decisions, rationale, and deal context in seconds.
  </Card>

  <Card title="IC Memo Agent">
    Drafts investment committee memos from structured inputs like deal summaries, financials, and risk factors, giving analysts a solid first draft to refine.
  </Card>

  <Card title="Investor Helpdesk">
    Answers investor questions by searching your fund documents, reports, and communications, providing fast, consistent responses without pulling staff away from other work.
  </Card>

  <Card title="CRM Insights Digest Agent">
    Summarizes recent CRM activity (new leads, deal updates, customer interactions) into a digest, so sales and account teams start their day with a clear picture of what needs attention.
  </Card>

  <Card title="Newsletter Writer Agent">
    Generates newsletter drafts from your content sources (blog posts, product updates, industry news), giving your marketing team a starting point instead of a blank page.
  </Card>
</CardGroup>

## Customer-facing support

<CardGroup cols={2}>
  <Card title="Customer Support Chatbot">
    Handles common customer questions by searching your help documentation and past tickets, resolving routine inquiries automatically and escalating complex ones.
  </Card>

  <Card title="Webpage Customer Support Agent">
    Embeds on your website to answer visitor questions in real time using your site content and knowledge base, converting support moments into self-service experiences.
  </Card>

  <Card title="Banking Helpdesk">
    Answers banking customer questions about accounts, products, policies, and procedures by searching your internal knowledge base, reducing call center volume.
  </Card>

  <Card title="Custom API Chatbot">
    Connects a chatbot interface to your own API endpoints, letting users interact with your backend services through natural language instead of navigating complex interfaces.
  </Card>
</CardGroup>

## Data and analytics

<CardGroup cols={2}>
  <Card title="Snowflake Analytics Agent">
    Lets users ask questions about their data in plain language and translates them into Snowflake queries, so your team gets answers without writing SQL or waiting for an analyst.
  </Card>
</CardGroup>

<Tip>
  Every template is a starting point, not a finished product. After importing, connect your own knowledge bases, adjust the prompts to match your terminology, and test with real inputs before deploying. The closer you tailor a template to your specific context, the better the results.
</Tip>

## Related pages

<CardGroup cols={2}>
  <Card title="Browse the Marketplace" icon="store" href="/platform/marketplaces/overview">
    Search, filter, and preview templates before importing
  </Card>

  <Card title="Publish to Marketplace" icon="upload" href="/platform/marketplaces/publish">
    Share your own projects so others can build on your work
  </Card>
</CardGroup>

## Common issues

For troubleshooting, visit the [Support](/support) page.