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Secure document sharing, permissions, notifications, Q&A, in-app viewing, and approved content workflows
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Agents

Clear Ideas Agent Designer

Design an agent from a prompt in Clear Ideas, or build one with Claude Code or Codex. Clear Ideas runs the agent with approved sources, connector policy, review, generated files, and evidence.

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Agent Designer
Describe the agent you need
Competitor intelligence
Build a competitor intelligence workflow. Inputs: company name, industry, and a JSON array of competitor names. For each competitor, use web search to research their products, pricing, and market position. Then compare all competitors against our company and output strategic recommendations in markdown.
Should the agent generate a written brief, a slide deck, or both when the research is complete?
Generate a PowerPoint leadership readout with strategic recommendations.
Agent Designer
Designs the agent draft
Generated draft
Competitor Intelligence Agent
Edit with AI
  1. Collect company and competitor inputs
  2. Research each competitor with web search
  3. Compare products, pricing, and position
  4. Generate strategic recommendations
  5. Generate leadership readout deck
PowerPoint
Competitor_Intelligence_Readout.pptx
Web searchJSON inputsPowerPoint output

Prompt-first design

Start With Intent, Then Refine the Agent

Agent Designer is the fast path from a plain-language process idea to a working agent draft. You describe the task, answer focused follow-up questions when the system needs more detail, and receive a structured draft with steps, variables, outputs, and review points.

Teams can open the draft in the visual editor, change prompts, add steps, adjust source policy, and use Edit with AI to make conversational changes after the first version exists.

For more technical authoring, Codex, Claude Code, or other capable MCP clients can work alongside the same governed definition. Clear Ideas remains the place where the agent runs with approved sources, connector policy, sandboxed execution, and evidence.

What the designer handles

From Prompt to Reviewable Draft

The designer keeps the creation loop short while still producing an agent your team can inspect, test, and govern.

  • Persistent Design SessionStart with a prompt and keep the design transcript, follow-up answers, validation events, and completed agent JSON together while the draft takes shape.
  • Clarifying Questions When NeededIf your prompt needs more detail, the designer asks focused follow-up questions and uses the answers to complete the draft instead of guessing.
  • Suggested Starting PromptsUse example prompts to start from common patterns such as monitoring, diligence review, research summaries, board packet preparation, and recurring stakeholder updates.
  • Validation Before SaveCheck the generated definition for schema validity, variable wiring, missing outputs, warnings, suggestions, and save-safe hashes before it becomes a saved agent.
  • Automatic Variable SuggestionsThe designer identifies reusable inputs such as dates, client names, reporting periods, and thresholds so one agent can run across many scenarios.
  • Edit With AIAfter the first draft exists, use Edit With AI to change the agent conversationally: add steps, revise prompts, adjust outputs, change variables, or tighten review instructions.
  • Refine and Customize VisuallyOpen the generated agent in the visual editor and customize steps, variables, prompts, source policies, outputs, and review points.
  • Use MCP Authoring ToolsUse Codex, Claude Code, or another capable MCP client to inspect the live schema, validate drafts, update definitions, and hand the finished agent back to Clear Ideas for governed execution.
  • Grounded in Your Approved DocumentsGenerated agents can target approved Sites and respect existing permissions, audit trails, connector policy, and governance controls from day one.

Additional authoring paths

Design Anywhere. Run Governed in Clear Ideas.

Start in Clear Ideas Agent Designer, use advanced AI coding agents, or connect a capable model through MCP. Clear Ideas owns the governed definition, private execution, generated files, and evidence.

1
Clear Ideas Designer
Prompt UIPrompt, clarify, and edit visually in Clear Ideas.
2
CodexCodex
Advanced AI Coding AgentsAuthor and inspect agent definitions in code.
3
Claude CodeClaude Code
Advanced AI Coding AgentsDesign and improve agents from the terminal or repository.
4
Any AI Model via MCP
MCP-connected design surfaceUse any capable model or agent surface as an MCP client.
5
Agent Definition
Reviewable agentPrompts become a reviewable agent: steps, variables, schedules, triggers, approved sources, tools, models, generated files, and review points.
6
Governed Agent Execution
Sandboxed ExecutionRun in a sandbox with approved Sites, scoped credentials, connector policy, review gates, generated files, events, and evidence attached to every run.

Related reading

Keep Building the Agent Design System

Reference material for turning plain-language process ideas into governed agent drafts.

Frequently Asked Questions

What is Describe With AI?

Describe With AI is the prompt-based agent creation path in Clear Ideas. You describe what you want, answer clarifying questions if needed, and receive a governed agent draft you can refine and customize.

How is this different from Build From Document?

Build From Document starts from an existing finished document and reverse-engineers the process. Describe With AI starts from plain-language intent when you do not have a sample document ready.

Can I still edit the generated agent manually?

Yes. Prompt-generated agents open directly in the visual editor so you can adjust steps, variables, source policy, connector access, prompts, outputs, and review points before deployment. You can also use Edit With AI to request changes conversationally after the first draft exists.

Can I use Claude Code or Codex with Agent Designer?

Yes. Designer is useful for quick drafts and business-user authoring. Claude Code, Codex, or another capable MCP client can inspect the live schema, validate drafts, patch or replace definitions, and run or schedule the agent. Clear Ideas then provides governed execution with approved Sites, connector controls, sandboxed steps, benchmark checks, review state, and evidence.

When should I use prompt-based workflow design?

Use it when you want to prototype quickly, launch new automation from scratch, or capture expert process knowledge that is not yet documented in a polished template.

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