What you can ask an agent, once it is installed

• “Add a new company and its primary contact from these notes.”
• “Show me the accounts with follow-ups due and summarize the latest activity.”
• “Log this customer interaction and schedule the next follow-up.”
• “Add this opportunity to the pipeline and show me deals by stage.”

The agent can answer these because the template installs its author's manual alongside its Bases. It does not have to guess your schema.

What installing this creates

Bases

4

Apps

1

Sample rows

40

Files

25

Agent manual

included

Bases, fields, sample rows, the app and the agent manual go live as soon as you install, since installing needs an owner or admin of the workspace. Tick "Send the content for review first" in the install dialog to receive the app code and manual as change requests instead.