🛠️ Create an AI Grid Agent template

This article will walk you through the process of creating and customizing your first AI Grid Agent template. 

Getting started

To begin, navigate to the AI Agent section of the platform. From there, select "New Agent" and then choose "New Template" to start building your grid.

Setting up your template

The first step is to name your template to easily find it in the list of templates and provide a description related to the goal of the agent.

Then, you need to add instructions to your agent. These instructions, or system prompts, guide the AI agent in completing the grid. The template includes instructions by default, but you can tailor them to suit your specific needs. For more detailed guidance on crafting custom instructions, refer to our article on creating AI assistants.

Building your grid

To create your tables, you can add:

• Inputs

Inputs are text fields that you can use in each prompt. They are particularly useful when working with web-based tasks.

For example, if you want to conduct a company benchmark study, you can create a "Company" input field (and add the necessary columns). When you enter your prompt (as described below), you can add the input in each prompt with "@". It will display the list of inputs you have created (in this case, the input "Company"). Simply select the input for the column.

Once saved, the grid will display the Input to fulfill in the first column. You can easily add rows and enter the names of each company to perform the benchmark.

• Questions

Questions are columns where you instruct the AI agent to perform specific tasks, such as retrieving insights or searching the web. Each column you create will be a fundamental part of your grid, helping to organize your data and capture the information you need. Each column can be customized to meet your needs.

          1. Column title:

Start by defining the column title, which should clearly reflect the type of data you want to collect or analyze.

          2. Tools:

Select the tools you want the AI agent to use:

• • Web Search: Analyze data from websites based on your prompt.
  • File Analysis: Analyze information from uploaded files.
  • Summary: Synthesize files or meeting transcripts.
  • Instructions Only: Use a Large Language Model (LLM) to generate text based on instructions.

          3. Output format

Choose the output format for each column to ensure your data is structured correctly:

• Text: For descriptions (e.g., company activities, agreement topics).
• Word: For short description (e.g., name of founders, name of the contract)
• Boolean: For true/false results (e.g., compliance, verification)
• URL: For web addresses (e.g., company websites, LinkedIn profiles).
• Percentage: For percentage data (e.g., margins, ratios).
• Number: For numerical data (e.g., employee count, revenue).
• Date: For dates (e.g., agreement dates, founding dates).
• Email: For extracting email addresses.
• Currency: For mentioning currency.

          4. Context (optional)

You can add specific context to help the AI agent to perform the task. This can be useful if you want to explain in detail how the agent should answer, or if you want to provide context that could help to perform the task.

          5. Prompts

Prompts are the tasks or instructions you give to the AI agent, such as retrieving insights or analyzing specific inputs. For more about prompting, please refer to our best practices. 

You can add as many columns as needed, and you can always return to edit or modify your grid.

Save your template

Once you’ve added all the necessary columns and configured the settings, save your template. 

Note: We are currently adding new ways to create tables, notably by prompting AI to create a table or by uploading CSV..