# Templates

A template is a working <Term id="agent">agent</Term> to start from. Pick one, and the AI in your project's [Studio](/docs/projects/studio) fits it to your own <Term id="table">tables</Term> and addresses. It becomes an ordinary draft you can try, change and take live.

## The templates [#the-templates]

| Template | What it does | When it runs |
| --- | --- | --- |
| **Daily summary of a table** | Reads the newest rows of a table and writes a short summary of what changed, in plain words. | Every morning at 8 |
| **Score each new item with AI** | Reads the newest rows of a table, has AI score each one from 1 to 5, asks you, then saves the scores. | Every day at 9, and asks you before saving |
| **Copy a web API into a table** | Calls a web address that returns a list, and adds what it returns to a table, so you keep a history. | Every hour |
| **Weekly report as a file** | Looks at what tables you have and how they grew, and writes a short report you can download. | Every Monday at 9 |

**Score each new item with AI** stops before saving, asks "Save these scores to the ai_scores table?", and saves only after someone selects **Yes, continue**.

## Before you start [#before-you-start]

Your agents are in <AppLink to="agents" />. You need edit access to the <Term id="project">project</Term>; someone who can only use it sees the templates but cannot set one up.

## Use a template [#use-a-template]

<Steps>
<Step>
### Open the templates [#open-the-templates]
Open a project, go to its **Agents** tab and open **Templates**. When a project has no agents yet, **Browse templates** takes you there too.
</Step>
<Step>
### Pick one [#pick-one]
Choose the closest match to your job.
</Step>
<Step>
### Let the AI fit it to your data [#let-the-ai-fit-it-to-your-data]
Select **Use**. The Studio's AI points it at your real tables instead of the placeholders and saves it as a draft.
</Step>
<Step>
### Or add it exactly as it is [#or-add-it-exactly-as-it-is]
Select **Add as a draft, as it is** to copy it unchanged. It then points at placeholder names (the table `my_table`, or the address `https://api.example.com/items`), so change those before you try it.
</Step>
</Steps>

<Callout type="warn" title="Replace the placeholder names">
  A template added as it is still reads `my_table` or `https://api.example.com/items`. Its first try fails until you point it at your own data.
</Callout>

<Screenshot src="/docs/_media/agents-overview.png" alt="The Templates gallery in a project's Agents tab" />

## What you see when it worked [#what-you-see-when-it-worked]

The new agent appears under **Not live yet** on the Agents page, marked **Draft**. Its page shows its steps and the schedule it follows once live. Select **Try it** to run it once now.

## Common variations [#common-variations]

- **Change the schedule**: ask the AI, for example "run this at 6 instead of 8, weekdays only".
- **Change what it reads**: the summary and scoring templates read up to 200 rows of the table; ask for a filter such as "only rows from yesterday".
- **Save somewhere else**: the scoring template adds rows to `ai_scores`, and the web API template adds rows to `api_data`. Ask the AI to use another table.
- **Remove the approval** from the scoring template once you trust it, or add one to another template before it saves anything.

## If something goes wrong [#if-something-goes-wrong]

- **You cannot select Use**: you can use the project but not edit it. Ask the project's owner or an admin to make you an editor.
- **The first try fails on a table that does not exist**: the draft still points at a placeholder. Edit it, or ask the AI to point it at your table.
- **The web API template fails**: the address must return a JSON list (or a single object, which is saved as one row) and must answer within 60 seconds.

## Where to go next [#where-to-go-next]

- [Create an agent](/docs/agents/create-an-agent)
- [Try, go live and pause](/docs/agents/go-live)
- [Runs and approvals](/docs/agents/runs)