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, including the provider, tools, MCP servers, secrets, and 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.