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The fastest way to get started is with a template — a pre-built agent with instructions and connectors already set up.
You’ll need: A Tadata account (sign up here)

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Step 1: Pick a template

  1. Log in to Tadata
  2. Go to Templates in the sidebar
  3. Browse the gallery and click on a template that fits your goal
Not sure which to pick? Try Prep for Meetings — it’s a good first agent that connects to tools most people already use.

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Step 2: Connect your accounts

Each template lists the services it needs. Click each connector to authenticate — most use one-click OAuth and take a few seconds. You can skip authentication for now and come back to it later.

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Step 3: Review the instructions

The agent comes with a pre-written prompt explaining what it should do. Read through it and edit anything you want to customize — for example, changing which Slack channel to post to, or what kinds of roles to search for.

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Step 4: Run your agent

Click Create Agent. Most templates are set to run on a schedule automatically — you don’t need to do anything else. You can also start a conversation with your agent at any time to run it on demand or ask it to do something specific.
Your agent is live. It will run automatically on its schedule and you can chat with it whenever you want.

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What’s next?

Browse all templates

Explore all 11 ready-made agents

Build a custom agent

Describe what you want and Tadata builds it

Connectors

See all the services your agent can connect to

Triggers

Schedule agents or trigger them from external events