---
title: Agent Builder
description: >-
  Use Build From Document to create an Agent from a reference file and approved
  Site context.
ogTitle: Agent Builder Guide
ogDescription: >-
  Learn how Build From Document creates document-grounded Agents from reference
  files and selected Sites.
ogImage: /assets/images/og/agents-builder.webp
navigation:
  icon: fasl fa-wand-magic-sparkles
---

# Agent Builder

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](/agents/runs), [Benchmarks](/agents/benchmarks), and [Source Connections and Tool Policy](/agents/source-connections-and-tool-policy).