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Core Capabilities

• Search-first workflow – queries the knowledge base before generating responses
• File operations – supports:
  • Search to find relevant information
  • Search Files to locate documents by name
  • Read Lines to extract surrounding context from a file
• Answer Quality – concise, sourced responses with enough detail to be useful
• Fallback behavior – clearly states when information is not available
• Disambiguation – prompts users for clarification when requests are ambiguous

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Use Cases

• Internal knowledge base assistants
• Document retrieval and summarization bots
• Templates for custom enterprise agents

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Why Use This Template?

• Provides a tested framework for knowledge retrieval agents
• Ensures consistent answer quality (accurate, sourced, transparent)
• Reduces build time by giving you a ready-to-extend foundation

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Core Capabilities

• Schema-first workflow – always examines database schema before query generation
• SQL query generation – writes efficient, well-structured queries tailored to user needs
• Analytical reasoning – explains methodology and approach behind each analysis
• Visualization support – creates relevant charts (Pie, Bar, Line) to illustrate insights
• Iterative analysis – suggests follow-up queries or deeper analysis when appropriate
• Best practices – follows standard guidelines for query design, data validation, and interpretation

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Tool Support

• List Tables – view all available tables
• Database Schema – inspect table structures and relationships
• Database Query – execute SQL queries and return results
• Pie Chart, Bar Chart, Line Chart – visualize query results
• List Smart Tables and Describe Table – work with Smart Tables for advanced analysis

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Use Cases

• Interactive SQL assistants
• Internal data exploration and reporting tools
• Dashboards and visualization-driven analytics agents
• Prototyping data analysis workflows with LLMs

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Why Use This Template?

• Provides a ready-to-use framework for SQL-based analysis
• Combines querying + explanation + visualization in one agent
• Ensures responses are transparent, validated, and user-friendly
• Reduces development effort by giving teams a scaffolded analytics assistant

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Core Capabilities

• Current information retrieval – always searches for the most up-to-date data available
• Cross-referencing – compares multiple sources to validate accuracy
• Source transparency – provides citations and direct links to referenced material
• Summarization – distills complex or lengthy information into accessible insights
• Critical analysis – highlights potential biases or limitations in sources
• Exploration support – suggests related research directions for deeper inquiry

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Tool Support

• Web Search – query Google for relevant, up-to-date information
• Get Content – download and parse full page content for analysis

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Use Cases

• Market and industry research
• Competitive analysis
• Knowledge gathering for reports, briefs, or presentations
• Fact-checking and validation workflows
• Prototyping external research agents

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Why Use This Template?

• Provides a ready-to-deploy framework for web-based research assistants
• Ensures findings are accurate, sourced, and easy to consume
• Builds trust by including citations and attribution
• Reduces development overhead with a pre-structured, extensible design

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Core Capabilities

• Project structure awareness – understands workspaces, projects, and team organization
• Task management – creates clear, actionable tasks with owners, deadlines, and details
• Progress tracking – reviews task status and identifies bottlenecks
• Team coordination – facilitates communication and workload balancing across members
• Process improvements – suggests best practices for workflow optimization
• Documentation – keeps projects organized with updated task and project records

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Tool Support

• Get Workspaces/Get Projects – understand project structure
• Get Tasks – review current tasks and statuses
• Create Task – add new tasks with details, assignments, and deadlines
• Update Task – modify or track progress on existing tasks
• Get Users – identify team members and roles
• Get User Tasks – review individual workloads and responsibilities

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Use Cases

• AI-powered project management in Asana
• Automated task creation and progress updates
• Team workload visibility and balancing
• Workload optimization through best practices
• Extensible foundation for productivity-focused agents

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Why Use This Template?

• Provides a ready-to-use framework for building Asana-based project assistants
• Ensures clear, organized, and actionable task management
• Improves productivity through progress tracking and bottleneck detection
• Reduces time-to-value with a tested, extensible foundation for project management workflows

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Core Capabilities

• Code generation – writes clean, well-structured, and documented Python code
• Testing & validation – executes and verifies code before providing final solutions
• Data analysis – leverages common libraries such as pandas, numpy, and matplotlib
• Error handling – produces informative error messages and handles exceptions gracefully
• Code explanation – clearly describes logic, approach, and implementation details
• Performance optimization – balances efficiency with readability and maintainability

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Tool Support

• Search Files – locate files or documents for analysis
• Upload File – bring new files into the Python environment
• Execute Code – run Python scripts in a secure sandbox
• List Files – view available files for processing
• Create Download URL – generate links for downloading processed files

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Use Cases

• Data processing pipelines
• Exploratory data analysis
• Report generation and automation scripts
• File transformations and conversions
• Rapid prototyping or Python-based workflows

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Why Use This Template?

• Provides a tested foundation for Python-based automation and analysis agents
• Ensures solutions are safe, efficient, and well-document
• Combines code execution + explanation for clarity and trust
• Reduces setup time with a pre-built environment for code and file handling

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Core Capabilities

• Business context awareness – tailors analysis to objectives and strategic goals
• Integrated analysis – mergers internal performance metrics with external market data
• Visualization & reporting – produces clear, actionable charts, dashboards, and reports
• Trend identification – highlights patterns, opportunities, and risks across data sources
• Strategic recommendations – translates insights into business-focused actions
• Market awareness – factors in competitor landscape and industry dynamics

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Analysis Workflow

1. Internal Data Analysis – query databases to assess business performance
2. Market Research – gather external insights on trends, competitors, and conditions
3. Data Processing – integrate and analyze all sources using Python
4. Strategic Insights – synthesize findings into clear recommendations for stakeholders

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Tool Supports

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Database Analysis

• List Tables/Database Schema – understand data structure
• Database Query – extract business metrics
• Pie Chart, Bar Chart, Line Chart – create quick visualizations

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Market Intelligence

• Web Search – discover industry trends and competitor information
• Get Content – parse detailed market research sources

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Advanced Analytics

• Upload File – import external datasets for analysis
• Execute Code – perform advanced modeling, statistical analysis, and visualization
• Create Download URL – deliver reports and dashboards
• Search Files – access historical reports and business documents

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Use Cases

• Executive dashboards and strategy reports
• Market trend and competitor analysis
• Revenue and performance forecasting
• M&A and investment decision support
• Integrated BI + research workflows

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Why Use This Template?

• Provides a complete BI workflow (internal + external analysis in one agent)
• Ensures outputs are strategic, data-driven, and actionable
• Reduces development time with a ready-to-extend foundation
• Bridges the gap between business performance tracking and market intelligence

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Core Capabilities

• CRM duplicate detection – flexible name matching (ILIKE), prior to insert
• Company profiling – website/product scan, pricing intel, recent news
• Signal harvesting - growth indicators, tech stack, decision makers
• Standardized report output – consistent, actionable format every time
• CRM write-backs – insert/update prospect data with strict column quoting
• Sales alignment – value prop suggestions tied to your services

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Research Workflow

1. CRM Check – query CRM for existing records (use ILIKE to catch variants).
2. Company Research – find site > parse product/company info.
3. Pricing Intelligence – locate pricing page > extract/structure/tiers.
4. News & Intelligence – pull recent announcements, launches, funding.
5. Research Report – draft using a standard format.
6. CRM Update – insert or update prospect records; avoid duplicates.

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Tool Support

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Web Research

• Web Search – discover website, pricing, news
• Get Content – fetch and parse target pages for details

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CRM Management

• Database Query – check for existing records, insert/update data
  • Always wrap column names in double quotes
  • Use ILIKE for name matching
  • Check for duplicates before insert
  • If no response after INSERT, treat as success

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Key Focus Areas

• AI Automation Opportunities – manual/legacy workflows ripe for automation
• Company Scale – headcount, geography, ACV potential
• Technology Stack – current tools, platforms, integrations
• Growth Indicators – funding, hiring, expansions, launches
• Decision Makers – roles/titles relevant to your motion

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Use Cases

• Outbound prospecting & ABM research
• Pipeline hygiene (dedupe, enrichment, updates)
• SDR/AE pre-call briefs and talk-track prep

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Why Use This Template?

• Ships a repeatable research flow + CRM discipline out of the box
• Produces actionable, standardized reports aligned to your services
• Minimizes duplicate records and manual CRM cleanup

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Core Capabilities

• Email drafting – composes professional communications for vendor onboarding
• Document analysis – reviews uploaded forms, contracts, insurance certificates, and tax docs with exhaustive search methods
• Information extraction – captures financial, compliance, operational, and contact data
• Data organization – structures findings to align with vendor table schema and business requirements
• Vendor profiling – generates profiles with summaries, risk factors, and qualification assessments

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Workflows

1. Document Intake – begin systematic analysis immediately upon file upload
2. Exhaustive Search – scan across all uploaded docs for comprehensive detail
3. Cross-Reference – validate consistency across multiple documents
4. Categorize Findings – organize data into financial, compliance, operational, and contact sections
5. Database Update — populate or update vendor records in structured tables
6. Vendor Summary – deliver profile with highlights, risk indicators, and readiness assessment

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Key Focus Areas

• Financial stability – revenue, credit ratings, banking relationships
• Compliance status – certifications, insurance coverage, safety history
• Operational capabilities – services, equipment, geographic coverage
• Contact * org structure – leadership, departments, key contacts
• Risk factors – red flags and qualification thresholds

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Tool Support

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Document Analysis

• Search – scan vendor documents for specific details
• Search Files – locate and analyze specific document types

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Vendor Intelligence

• Web Search – gather missing information (e.g., EIN lookup if absent in documents)
• Get Content – extract details from vendor’s official website or filings

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Database Management

• Database Query – check existing vendor records
• Add Row – create new vendor entries
• Edit Row – update existing vendor records (always using the id column)
• List Smart Tables/Describe Table – understand database schema and relationships

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Use Cases

• Vendor onboarding and due diligence
• Procurement compliance checks
• Supplier risk profiling
• Automated vendor database population
• EIN number verification and enrichment

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Why Use This Template?

• Ensures comprehensive onboarding with minimal manual input
• Produces database-ready vendor records aligned to business schema
• Increases accuracy by cross-referencing multiple sources
• Provides actionable risk and qualification insights for procurement teams

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Tool Support

• Salesforce Operations:
  • Search Objects, Query Records, Manage Records, Search All
• External Research:
  • Web Search, Get Content

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Workflow

1. Analyze existing CRM records to identify gaps
2. Research company websites, news, funding, tech adoption
3. Update CRM with enriched data and research notes
4. Provide qualification score and outreach recommendations

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Focus Areas

• Company intelligence (size, revenue, growth, decision makers)
• Market context (trends, competitors, challenges)
• Engagement opportunities (pain points, timing signals, case studies)

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Use Cases

• Enrich Salesforce leads with company size, tech stack, and key contacts
• Add market context: funding, expansions, product launches, and trends
• Score and qualify leads to prioritize outreach
• Provide tailored recommendations for sales messaging and timing

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Why Use This Template?

• Combines CRM data + external research in one workflow
• Ensures leads are accurate, enriched, and sales-ready
• Provides actionable insights, not just raw data
• Reduces manual research, enabling faster and more relevant outreach

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Tool Support

• Planning & Tracking – `Update Todos (merge=true)
• Discovery – Search, Search Files, Read Lines
• Data Modeling (Smart Tables) – Describe Table, List Tables, Create Table, Add Column, Add Rows
• Agent Operations – Create Agent from Prompt, Update Agent, Get Toolkits
• Database Access for Agents – Ensure the agent has sql_database toolkit enabled when Smart Tables are used (read/write)

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Use Cases

• Stand up a KB chatbot that writes to a Smart Table (tickets, feedback, vendor records)
• Build a vendor/client onboarding flow with document extraction + structured storage
• Create analytics or workflow automations that require schema design + agent orchestration
• Rapidly prototype domain-specific assistants with clear data flows and minimal viable schemas

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Why Use This Template?

• Provides a repeatable, phased methodology to go from intent to working agent(s).
• Enforces good data design (Smart Tables) and the correct toolkit wiring (e.g., sql_database).
• Reduces built time with structured planning and discover/design/build/validate loops.
• Produces maintainable solutions with synced todos, explicit assumptions, and minimal viable schemas.