Starting Points

Templates

Pre-built workflows you can copy and customize

Table of Contents

1. What Are Templates?
2. Using a Template
3. Available Templates
4. Related Pages

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What Are Templates?

Reusable Starting Points

Templates are pre-built workflows curated by Ask Sage. They aren't a separate concept from workflows — they're regular workflows that ship as starting points so you can skip the blank canvas and start customizing immediately. Everything is editable after you pick one — nodes, prompts, and models.

The "Start from a template" gallery, opened from the Getting Started panel on the Agent Builder dashboard

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Using a Template

Copy in Three Steps

1. From the Agent Builder dashboard, click Start from a template in the Getting Started panel to open the template gallery.
2. Pick a starter workflow that matches your use case.
3. The template is copied into a new workflow in your workspace. Open it in the editor, configure the persona on the Agent tab, and edit nodes directly on the canvas.

Your copy is independent: Editing your copy never affects the original template, and template updates do not propagate to copies you've already made.

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Available Templates

Gallery Overview

The template gallery is updated regularly. The list below reflects the current set; open Start from a template from the dashboard for the latest additions.

Simple QA

Beginner — A single LLM call that answers the user prompt and returns the response.

Smallest viable workflow

Good for prompt iteration

Easy to extend

Read and Summarize a File

Files — Read an uploaded file, summarize the contents with an LLM, then return the summary.

Read File + LLM

Returns a clean summary

Works with PDFs, docs, text

Train a Dataset for RAG

RAG — Ingest an uploaded file into a dataset so it can be retrieved by future agents.

Read File + Train File

Builds a knowledge base

Pairs with LLM RAG queries

If-Else Routing

Logic — Classify the user intent then send the request down one of two LLM branches.

Decision Tree classification

Two downstream LLM paths

Pattern for triage and routing

Multi-step Research

Advanced — Refine the user question, then synthesize a researched answer in a second LLM pass.

Two-stage LLM reasoning

Question refinement first

Synthesized final answer

Don't see what you need? Start from Simple QA or use AI Assist to generate a workflow from a description, then refine on the canvas.

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Related Pages

Learn More

First Workflow Tutorial

Build the RFP analyzer manually to understand what the template ships with

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AI Assist

Generate a workflow from a natural-language description

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Workflows & Nodes

Reference for every node you'll see inside a template

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