Gumloop Templates: How the Ready-Made Agent Gallery Works

Gumloop's templates today are ready-made agents, not workflow files you import. Its use-case gallery lets you launch a pre-built agent or build your own, sorted into five categories: Marketing, Sales, Operations, Customer Support and Ecommerce.^[1] Marketing is the deepest shelf with 21 agents, while customer support and ecommerce list one each. Clicking Use this agent creates a preconfigured agent in your workspace, its instructions already loaded and its apps waiting for your own sign-ins. The verdict is simple. For SEO work, sales research and spreadsheet chores, a gallery agent is the quickest honest start. For anything else, describe the job to Gumball and let it build the agent.

Five shelves of very uneven depth

The gallery prints a count for each category, and the imbalance shows where Gumloop has put its effort. Marketing leans hard on search work: content briefs, SERP analysis, keyword research, programmatic SEO, content refresh, internal linking, a GEO audit and a backlink agent, plus social media, brand monitoring, a competitor tracker and a UTM builder. Sales covers the CRM, Salesforce, Gong calls, lead generation, lead qualification, meeting prep and call analysis. Operations holds five general helpers. A team whose work sits outside these lanes will find the shelf thin and should plan to build rather than browse.

What clicking Use this agent actually creates

The button does not drop a file into some library. It creates a working agent in your workspace with the template's instructions in its system prompt and its apps listed, ready to connect. You then authorize each tool with your own credentials, so the agent sees and changes only what your accounts can reach.^[2] That matters on shared CRMs and inboxes. A rep who opens the AI Salesforce agent works inside that rep's own Salesforce permissions, and its instructions tell it to fetch the current record and search for duplicates before creating or updating anything.

Gumloop names four marketing agents that need no connections at all, because web search, web fetch and a Python code sandbox are built in: AI SEO optimization, GEO audit, AI backlink and SEO keyword research. You paste a URL or a topic and go. The GEO audit returns one downloadable HTML report in a couple of minutes, scoring four pillars out of 100 each. The keyword agent returns at most 25 keywords by default and shows its ranking math. These are the lowest-risk way to judge a gallery agent before you hand it any login.

Connectors behave the same way in templates as in any other agent. A connector has to be added on the agent itself, plus a sign-in; connecting an app in Settings alone does not attach it. Approval presets default to Always allow, although several gallery agents are written to pause before writing: the CRM agent shows a side-by-side diff and waits for a rep's approval in Slack, the Gong agent saves follow-ups as drafts, and the Google Sheets agent asks before clearing a range. Setting Ask for writes/deletes on the connector adds a second check that does not rely on the prompt.

Matching a gallery agent to the job

Sales: nothing written without a look

The CRM agent connects Salesforce, HubSpot, Attio, Apollo, Gong, Salesloft, Slack and Gmail, and every enriched value or stage move carries its source, such as a quote, a URL or an Apollo ID. Its page suggests a daily priority re-rank, a transcript sync after each call and weekly enrichment in batches of 500. The LinkedIn agent works only with public data and never logs into a LinkedIn account. So it sends no connection requests, messages or posts. It also leaves a field blank rather than invent an email address.

Marketing: deliverables you can download

Most marketing agents end in a file. The SEO content brief generator scrapes top-ranking pages through Firecrawl and reports search volume and difficulty only when DataForSEO supplies them; it does not write the article. The marketing analytics dashboard generator builds a self-contained HTML file covering 30 days by default, and when a source is missing it labels the result partial or SEO-only instead of guessing. The UTM builder asks for each parameter, forces lowercase and confirms the full link before building it.

Operations, support and ecommerce

The recruiting agent recommends advance, discuss or decline with a reason and never rejects a candidate on its own; it ships connected to Google Sheets only, with ATS connectors available. The invoice processor reads digital and scanned invoices through Reducto, checks that line items add up to the subtotal, and can run from a Gmail trigger. The lone support agent dedupes reports by error string and applies severity from your rubric. The Shopify agent shows a diff before any store write. Support replies wait for approval.

Turning a template into your team's agent

A gallery agent is a starting configuration, not a finished product. Rewrite its instructions around your own rubric, swap its connectors for the apps you actually use, and attach skills that hold your playbook. Expect it to change itself too. Agents can edit their own instructions by default, with no version history, and new agents on Pro start with Reflections on, where Auto-Apply Suggestions is the default and can change triggers or remove skills. Switch Reflections to the Review Queue if you want to approve each proposed fix.

Schedules printed on gallery pages, such as a 7 AM meeting digest, are suggestions, and every run draws credits. Costs vary per run: the same agent might spend 2 credits on a quick question and 200 on deep research, to take Gumloop's two examples.^[3] An AI-created custom trigger polls every 5 minutes by default, the shortest interval, and can be slowed to once a week; it bills every poll whether or not it fires. A trigger left at 5 minutes comes to at least 288 credits a day and about 8,640 credits in 30 days, by our arithmetic, before any decision-model calls. Gumloop Pro is $37 a month for the whole organization's shared pool of 20,000 credits, and those credits reset monthly without rolling over.

Copies, sharing and Gumball as your template maker

Inside an organization, your own agents become templates for colleagues. Users can copy an agent by default, and the copy carries the whole configuration, including parts hidden from them; Owners can switch copying off. Gumball and the built-in agents cannot be copied, and a custom role that restricts agent changes blocks copying too. Copying or using an agent as a template removes any agent-owned connector pin, so the copy falls back to user-owned accounts. Most triggers can be shared separately, letting each person run their own copy with their own accounts and timezone; one-time triggers and custom triggers that call a model while polling cannot be shared.

Gumball, the personal agent every account gets, is the other template source. Describe what you need and it creates or updates a custom agent with instructions, model, connectors, skills, subagents and triggers, after you approve a card. It cannot delete agents or create app triggers, so add a Gmail or Slack trigger in the editor yourself. Gumball also answers DMs to the Gumloop Slack app with no setup, using your own connectors and skills. For a job no gallery agent covers, that conversation is the shorter route. Gumball itself stays private.

Where Workflows and custom nodes fit now

Searches for Gumloop workflow templates point at an older product. Gumloop's older step-by-step builder, Workflows (once called Flows), still appears on the pricing page marked Legacy; Gumloop's current docs and product are built around agents. Custom nodes are part of that Legacy Workflows builder, created inline by describing what the node should do, and the tips page's resume-from-a-step button belongs to workflows as well. Agents can call workflows, Gumloop says. New work is built as agents, and our guide on how to use Gumloop walks through that path, starting with the 14-day trial, which needs a card and turns into paid Pro unless you cancel before it ends.

Which gallery agent to open first

Pick by the file you want at the end. A marketing team should start with the GEO audit or keyword research agent, since neither needs a login and the audit finishes in a couple of minutes; our Gumloop for marketing teams guide covers the scheduled monitors that follow. A sales team gets the most from the CRM agent, whose Slack diff keeps every write visible, and Gumloop for sales teams maps the rest of that shelf. Operations teams with spreadsheet or invoice work can start from the Google Sheets agent or the invoice processor. For anything else, ask Gumball.