Template Setup Guides

Templates are vetted, ready-to-run agents. Each declares the providers, tools, MCP servers, secrets, channels, and schedule it needs, so the Template Install Wizard can show a readiness checklist before you install and only enable install once everything is satisfied.

The install flow

1. Readiness checklist. The wizard lists every requirement — provider, tools, MCP servers, secrets, channels — and shows what's already satisfied.
2. Mock test. Run the agent against a mock with no real external side effects, to confirm the shape of the workflow.
3. Real test. After secrets are configured, run a real test end-to-end.
4. Schedule & routing. Optionally create the template's schedule and output channel routing.
5. Install. A failed install rolls back cleanly — you won't be left with a half-broken agent — and the wizard tells you exactly what to fix.

Flagship templates

• Weather — current conditions and forecasts on demand or on a schedule.
• Stock Screener — screen equities by your criteria.
• Deal Finder — find and rank flight/travel/shopping deals.
• Research Librarian — sourced research briefs.
• Document Ingestion — build a knowledge base from your documents and answer from it.
• Inbox / Meeting Assistant — triage email and produce meeting minutes.

Each guide lists exact requirements and the fastest path to a working agent. If something fails, see Common failures.