Coworker includes a library of pre-built agent templates for the most common workplace automation use cases. Instead of writing instructions from scratch, you can start from a template — it comes pre-configured with a system prompt, trigger, and recommended data sources — and customize from there.
What is an Agent template?
A template is a ready-to-use agent configuration built around a specific use case. Each template includes:
A pre-written system prompt — detailed instructions that tell the agent exactly what to do
A recommended trigger — such as a daily schedule or recurring heartbeat
Suggested data sources — the tools the agent needs access to in order to complete its task
Templates are a great starting point if you're new to Agent Builder or want to get something running quickly. You can edit any part of the template after selecting it.
Available templates
Operations
Daily Company Digest — Summarizes key activity across your organization each morning (weekdays at 8 AM)
Email Digest & Prioritizer — Reviews your inbox and surfaces the most important emails to act on (weekdays at 8 AM)
Slack Channel Digest — Summarizes activity across your key Slack channels (weekdays at 9 AM)
Meeting Action Item Tracker — Extracts and tracks action items from your recent meetings (recurring)
Meeting Prep Briefing — Pulls relevant context before your upcoming meetings so you walk in prepared (recurring)
Product & Engineering
Jira Sprint Analyst — Reviews your active sprint and surfaces blockers, progress, and risks (weekdays at 9 AM)
Ticket Triager — Monitors incoming tickets and routes or categorizes them automatically (every 30 minutes)
Customer Feedback Ticket Creator — Turns customer feedback into structured tickets (every 30 minutes)
PR Review Digest — Summarizes open pull requests and flags ones needing attention (weekdays at 9 AM)
Sales
Deal Intelligence Agent — Monitors your CRM pipeline for stale deals and surfaces accounts that need follow-up (weekdays at 8 AM)
How to build an Agent from a template
Go to Agents in your Coworker workspace
Click Create and select From template from the dropdown
Browse or search the template library. Use the category tabs (Operations, Product & Eng, Sales) to filter by use case
Click a template to open it in Agent Builder. The name, system prompt, trigger, and suggested data sources will be pre-filled
Review and customize — adjust the instructions, swap in the data sources your organization uses, or change the trigger schedule to fit your needs
Give your agent a unique name so it's easy to identify in your agents list
Save and test — run the agent to confirm it's working as expected, then adjust as needed
ℹ Templates are fully editable. They're designed to be a starting point, not a finished product — you should always review and tailor the system prompt to reflect your specific team, data, and workflow before running the agent.
Tips for customizing a template
Adjust the scope — If the template references broad data sources (e.g., "all Slack channels"), narrow it to the specific channels or projects relevant to you
Specify your output format — Tell the agent how you want results delivered: a Slack message, a structured list, a summary email, etc.
Set the right trigger — Most templates come with a suggested schedule, but you can change the timing or switch to manual or API-based triggering
Only grant needed access — Connect only the data sources the agent actually requires. You can always add more later