Agent Builder

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Agent Builder, also called Build From Document, creates an Agent from a reference file. It analyzes the structure, purpose, and expected output of the reference document, then builds a repeatable Agent for producing similar work from approved Site context.

Use Agent Builder when you have a strong example document and want Clear Ideas to turn that pattern into a repeatable AI process.

Build From Document Flow

Step 1: Select File and Site

Choose the reference materials:

Reference File - upload or select a file that represents the kind of output you want the Agent to generate
Site Selection - choose one or more Sites whose approved content should ground the Agent

For best results, select Sites that contain high-quality source content related to the reference document.

Step 2: Configure

After analyzing the file, Clear Ideas can help identify the document type and recommended Agent structure.

Review:

detected document type
document type override, if needed
model and reasoning effort
estimated AI Credits
selected Sites and scope

Use a stronger model or higher reasoning effort for complex reports, multi-section outputs, or work that requires careful synthesis across several approved sources.

Step 3: Build Agent

Clear Ideas analyzes the reference document, designs the Agent, and creates an initial run or test output so you can review the generated process.

After creation, review:

Agent variables
prompt steps
source references
output template
generated test output
benchmark settings, if configured

Best Practices

Use a reference document that reflects the structure and quality you want.
Choose Sites that contain approved and current source material.
Be specific with document types, such as "quarterly lender update" instead of "report."
Review model choices before scheduling recurring production runs.
Run a benchmark or test run before sharing generated outputs externally.

Common Uses

Agent Builder works well for:

due diligence summaries
investor or lender reports
board updates
client proposals
audit request responses
contract review summaries
financial analysis workbooks
recurring governance packets

After Build

After the Agent is created, treat it as a draft operational process. Review the steps, variables, source policy, and output template before relying on it for production work.

See Agent Runs, Benchmarks, and Source Connections and Tool Policy.