Business Templates

Business templates are designed for automating business processes including document processing, report generation, and data entry tasks.

Business Agent

A general-purpose business assistant for operations and planning tasks.

Default Tools

• read-file - Read documents and data
• write-file - Create reports and outputs
• find-files - Locate business documents
• api-client - Integrate with business systems

Sample Prompts

• "Summarize the key points from this quarterly report"
• "Create a project status update from these notes"
• "Analyze the sales data and identify trends"
• "Draft an executive summary of the meeting minutes"

Best For

• Document analysis
• Report creation
• Business planning
• Process automation

Document Processing Agent

Specialized for extracting and analyzing content from business documents.

Default Tools

• read-file - Read document files
• write-file - Create processed outputs
• doc-ingest - Extract text from PDFs, DOCX
• table-extract - Extract tables to CSV/JSON
• find-files - Locate documents

Sample Prompts

• "Extract all line items from these invoices"
• "Parse the contract and identify key terms"
• "Convert this PDF table to a spreadsheet"
• "Extract contact information from these business cards"

Best For

• Invoice processing
• Contract analysis
• Data extraction
• Document conversion

Data Entry Agent

Focused on automating data entry and form population tasks.

Default Tools

• read-file - Read source data
• write-file - Write processed data
• find-files - Locate data files
• api-client - Submit to external systems

Sample Prompts

• "Transfer data from this CSV to the template format"
• "Validate and clean the customer records"
• "Populate the form fields from the source document"
• "Reconcile data between these two spreadsheets"

Best For

• Form automation
• Data migration
• Record validation
• System synchronization

Report Generator Agent

Specialized for creating business reports and dashboards.

Default Tools

• read-file - Read data sources
• write-file - Create reports
• find-files - Locate data files
• database-query - Query databases

Sample Prompts

• "Generate a monthly sales report from the database"
• "Create an executive dashboard summary"
• "Build a KPI report comparing this quarter to last"
• "Compile an expense report from the transaction log"

Best For

• Financial reports
• Performance dashboards
• Executive summaries
• Analytics reports

Comparing Business Templates