✦ Guide · Intermediate

Agents for founders and small business

A small team of agents that researches, plans, quotes and watches the market so a founder can run the business, not the admin.

4 lessons21 min Self-pacedUpdated 30 Sept 2026
Start guide

YOUR OUTCOME

You will run a four-agent back office: research, coordination, quoting and a weekly market watch.

Import from the Marketplace and re-goal on the setup card Coordinate through one group chat Put the market watch on a Monday routine
01

The team for this work

Which agents to hire, which Marketplace templates start them, and the order they need each other in.

4 min
02

Hire the first wave

Import, rename, and give a goal with the deliverable, the sources and the finish line.

6 min
03

The group and the second wave

Run the team in one room; hire the rest once the first deliverable exists.

6 min
04

The routine that keeps working

One recurring job on a schedule, then a status round and a grade.

5 min

What each lesson covers

The guide, lesson by lesson.

01

The team for this work

Which agents to hire, which Marketplace templates start them, and the order they need each other in.

Start from the work, not the tool: A small team of agents that researches, plans, quotes and watches the market so a founder can run the business, not the admin. The team is Ren · Research (Research assistant), Cass · Coordination (Project coordinator), Quinn · Quotes (Proposal and quote drafting), Market watch (Website and competitor monitoring). Each starts from a Marketplace template, imported as your own copy, renamed and re-goaled on the setup card; nothing personal and no creator credentials come with a template.

Practice. Open Marketplace, Agent templates, and read the Instructions and Integrations of each template on this list before you import anything. Note which sources each one will ask you for.

Marketplace → Agent templates → open Research assistant. Read Instructions, then Integrations.

02

Hire the first wave

Import, rename, and give a goal with the deliverable, the sources and the finish line.

Import agent creates your copy and opens the setup card. Rename it, replace the goal with yours, and choose When to work. A founder's first hire is research with a citation rule, because every quote and plan that follows leans on it.

Practice. Import Research assistant, rename it Ren · Research, and paste your goal on the setup card. Choose Now, once, and Continue. Check its first deliverable in Doc Manager before the next hire.

Name: Ren · Research. Goal: We sell fitted wardrobes to homeowners in Perth. Research the market with sources: how many homes were renovated last year, the three largest competitors and their advertised price per linear metre, and the two most common complaints in their reviews. Deliver a two-page brief as a Word document with every figure cited. Never invent a figure; cite it or flag it. When to work: Now, once.

03

The group and the second wave

Run the team in one room; hire the rest once the first deliverable exists.

Create group chat, name it Back office, add Ren · Research, and post what the team is for. Then hire the second wave with goals that start by reading the first wave's document. @Name directs one member, @everyone the room, Work ↗ opens a member's session. The coordinator turns the brief into a plan with owners; the quote writer turns scope notes and your rate card into a proposal.

Practice. Create Back office, add each hire as it joins, and ask every member to post what it made and the one thing it would flag.

@everyone Welcome to the back office. Ren's brief is in the workspace. Cass: turn it into a 90-day plan with owners and dates. Quinn: draft a proposal for the Nedlands job from my scope notes and the rate card. Post what you made and what you'd flag.

04

The routine that keeps working

One recurring job on a schedule, then a status round and a grade.

A founder cannot watch competitors every day; a routine can. Every run is a session under Finished today. Close each cycle with a status round, "@everyone one line each", and a grade against the acceptance checks each agent wrote first.

Practice. Create the routine, use Run now to get today's first report, then run one status round in Back office.

New routine. Name: Market watch. Instructions: Check the three competitors' sites for price changes, new ranges and new reviews, and report what changed with links. Say nothing if nothing changed. Frequency: Every week, Monday, 07:30.

Keep going

Founders & small business learning path

Make the learning stick

Start with one real piece of work.

Open Oppermind beside the lesson, apply each step, and leave with something you can use.

Open the quickstart docs