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Create an AI Grid Agent with AI

This article will walk you through the process of creating your first AI Grid Agent using AI assistance, where our intelligent system helps you build complex workflows by simply describing your goals and requirements.

AI-Assisted Creation - Let our AI analyze your objectives and automatically generate the appropriate workflow structure, columns, prompts, and tool selections. This approach is perfect for quickly setting up sophisticated agents, getting inspiration for complex workflows, or when you want to leverage AI expertise in agent design.

Prefer Manual Control?

If you prefer full manual control over every aspect of your agent, check out our companion article Create an AI Grid Agent Manually for step-by-step customization.

Getting Started​

To begin, navigate to the AI Agent section of the platform. From there, select "Create a New Agent" to start building your grid.

In the creation modal, you'll see a text area with the prompt "Describe the task you want to perform." This is where the AI-assisted magic begins.

How AI-Assisted Creation Works​

1. Describe Your Objective​

Simply describe what you want your AI Grid Agent to accomplish. The AI understands complex business scenarios.

tip

Be as clear and detailed as possible, providing all necessary context and requirements to maximize AI comprehension and ensure the most accurate workflow generation.

2. AI Analysis and Workflow Design​

Once you submit your description, our AI performs deep analysis of your requirements:

The AI breaks down your task into logical components, identifying:

  • The type of data you'll be working with
  • The analysis steps required
  • The outputs you need
  • The tools that would be most effective
  • Logical flow that aims at answering your request

Based on your use case, it automatically generates all necessary columns with:

  • Descriptive names that clearly indicate their purpose
  • Carefully crafted prompts optimized for the specific analysis task that:
    • Extract the right information from your data
    • Follow best practices for AI reasoning
    • Include proper formatting and output specifications
    • Chain together logically for complex workflows
  • Appropriate data types (text, numbers, dates, selections, etc.)
  • Proper tool assignments for each analytical step: the AI automatically selects the most appropriate tools from our comprehensive library (for more, refer to Tools & MCP Library)

3. Interactive Refinement Through Chat​

Once your initial agent is created, you can interact with it through the chat interface to perfect your workflow:

Edit Questions​

Simply ask the AI to modify existing questions:

  • "Make the risk assessment question more specific to cybersecurity"
  • "Add a financial impact analysis to the contract review"
  • "Change the output format to include bullet points"

Workflow Adjustments​

Request structural changes:

  • "Add a step to validate the data before analysis"
  • "Include a comparison with industry benchmarks"
  • "Create a summary column that consolidates all findings"

Prompt Refinement​

Fine-tune the AI instructions:

  • "Make the analysis more detailed for regulatory compliance"
  • "Focus the questioning on cost-benefit analysis"
  • "Include specific examples in the outputs"

Request Alternatives​

Explore different approaches:

  • "Show me another way to structure this workflow"
  • "What other tools could work for this analysis?"

Add Complexity​

Expand your workflow as needs evolve:

  • "Add a section for stakeholder impact analysis"

The AI understands your entire workflow and makes suggestions that:

  • Maintain consistency across all columns
  • Preserve logical flow and dependencies
  • Consider the relationships between different analysis steps

This AI-assisted approach combines the power of AI with your domain expertise, creating agents that are both sophisticated and perfectly tailored to your specific requirements. Whether you're analyzing financial data, reviewing legal documents, or conducting market research, the AI ensures your agent is built with the right structure, tools, and intelligence to deliver professional results.

Next: Add Data to AI Grid Agents →

Next: Add Data to AI Grid Agents →