Agent Team template
A finance-aware workflow that inspects subscriptions, invoices, usage limits, and customer requests, then drafts revenue-safe actions for approval.
One-message setup · 3 specialists · Managed browser · Live after setup
Designed for
Founder-led SaaS teams and AI startups handling billing, credits, renewals, and account questions without a full revenue operations team
Outcome
Resolve routine billing and account operations quickly while protecting revenue, privacy, and Stripe state.
Say what should be true when the work is done.
Codelit runs one labeled Sample with no account, model, or external App calls.
Review the evidence, then reuse the same brief with your data when it is useful.
Classifies billing requests and safe retrieval boundaries.
Fast classification model
Reads financial state and prepares factual account summary.
Tool-use model with strict grounding
Drafts reply, credit request, or owner handoff.
High-quality writing model
Loads the workflow goal, allowed actions, escalation policy, and output contract before the agent plans work.
A workflow skill that captures the operating contract, tool boundaries, and escalation rules for LedgerOps: Revenue Operations Agent.
Centralizes high-risk action checks for writes, secrets, customer data, billing, deploys, and public communications.
Exposes task resources, prompt templates, connector tools, and audit records behind a permission-aware boundary.
tools · resources · prompts
Classify billing question, account, and approval requirements.
Inspect Stripe, CRM, usage, and policy context.
Prepare customer reply and approval request if needed.
Approve any refund, credit, discount, plan change, or cancellation.
Open it in Codelit and describe the result. Codelit handles common setup while Flow stays available for direct editing and Activity keeps the proof.
Use this teamCombines CRM context with bounded browser research, explains the qualification decision, creates an unsent email draft, and updates the lead after approval.
Turns a Slack request and an approved Google document into a cited answer, appends only the reviewed update, responds in-channel, and preserves both provider receipts.
A controlled workflow for small teams that want an internal agent to answer operational questions, create tickets, inspect connected apps, and prepare approved actions across the company stack.