Build your template using the point and click interface you normally use to develop an agent and export it to the shared library as the foundation for site specific agent development. You will want to create templates for each content type you are pulling from companies, for example, leadership team, news, address info.
Add configuration to support production readiness:
Export Template to Template library and share with team
User Permissions, Version Control, Deployment, Scheduling, Job Queuing, Load Balancing, Quality Monitoring and Alerts are all included in the platform so you can go live on your first day of operation with an initial batch of agents running daily. More agents can be added at any time. Any data that is not coming across as expected and which does not match data validation or success criteria rules raises a ticket and alert notification indicating the agent requires maintenance. Built-in system reporting and audit trails make the data operation transparent to stakeholders, and a ticketing system tied to individual agents and projects streamlines communication.
Last but not least, the platform includes API access out of the box to every aspect of the running operation, which makes integration a breeze.
Now for each new agent, the agent developer only has to open the template and customize the site specific element locators such that each site-specific agent might only take minutes to develop.
For leadership team content collection, your template workflow might include:
This video shows the process to build a site specific agent from a people template:
Similarly for news content collection, your template workflow might include:
This video shows the process to build a site specific agent from a news template:
The workflow for Downloading documents might include: