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Agent Builder includes starter templates to help you create agents quickly. Templates include predefined system prompts, tools, and triggers (if applicable) for common use cases. You can use templates as-is, or as a baseline to customize.

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How to use templates

1

Pick a template

In Agent Builder, choose a template that matches your use case (e.g., Gmail assistant, Linear Slack bot, etc.).
2

Review tools and prompts

Each template comes with an initial system prompt and a set of tools. Review the tools and prompt to ensure they align with your needs (you can always edit them later, or have the agent edit it for you).
3

Clone and authenticate

Click Clone Template in the top right to start the cloning process. If you haven’t already authenticated with OAuth for the tools in the template, you’ll be prompted to do so.
4

Add triggers (optional)

If a template has a trigger, you’ll be prompted to:
  • Authenticate and setup the trigger if you haven’t done this before or
  • Select an existing trigger from the dropdown list
5

Test and iterate

Run the agent, review outputs, and refine prompts or tools. To edit your cloned agent, either make the changes manually, or ask the agent to make the changes for you!
Templates are starting points. You can customize prompts, add or remove tools, attach triggers, and switch models at any time.
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