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1: Core Building Principles

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2: Workflow Mastery

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Masterclass Sessions

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How to Choose the Right AI Model

This guide explains key evaluation criteria such as price, latency, quality, context window, and response size—along with how to use the Profiler tool to compare models side by side.

Choosing the right AI model in MindStudio is essential to balancing cost, performance, and quality. This guide walks through the key considerations and demonstrates how to use the Profiler tool to compare models directly.

Key Evaluation Criteria

When selecting an AI model, consider the following factors:

1. Price

  • Each model has a different cost per token for input (prompt) and output (response).

  • Token cost is measured per million tokens (MTOK).

  • Tokens roughly equate to words (1 token ≈ 0.75 words).

Cheaper models are suitable for automations and utility tasks. More expensive models often yield better reasoning and generation quality, ideal for final outputs.

2. Latency

  • Latency refers to how long the model takes to generate a response.

  • Lower-latency models are preferable for interactive or real-time use cases.

3. Output Quality

  • Evaluate the coherence, tone, and style of responses.

  • Some models produce more creative outputs, while others are better for concise summaries or factual tasks.

  • Quality is best assessed by comparing outputs in the Profiler.

4. Context Window

  • Determines how much information the model can ingest at once.

  • Ranges from 4,000 tokens to over 1,000,000 tokens depending on the model.

  • Larger windows are useful for document summarization, legal analysis, or full-site scraping.

Examples:

  • GPT-4 Mini: 128K tokens

  • Claude 3.5 Haiku: 200K tokens

  • Gemini 2.0 Flash: 1M tokens

5. Max Response Size

  • Controls how long the model’s output can be.

  • Some models are capped at 4,000 tokens while others can produce 8,000–16,000 tokens or more.

  • Useful when generating long-form articles, reports, or stories.

Using the Profiler to Compare Models

MindStudio’s Profiler tool lets you test models side by side:

  1. Open the Model Settings tab.

  2. Click the Profiler button in the top-right corner.

  3. Select two or more models for comparison.

  4. Standardize settings like temperature and max tokens.

Example Comparison:

  • Claude 3.5 Haiku: More expensive, shorter output, faster start.

  • GPT-4 Mini: Slightly cheaper, longer and more detailed output.

  • Gemini 2.0 Flash: Fastest response, low cost, huge context window.

Workflow Integration

You can open any Generate Text block inside your AI agent and run its prompt through the Profiler to preview output differences across models without altering your workflow.

Summary

To select the best model:

  • Use cheaper models for fast, repetitive tasks.

  • Choose more capable models for final outputs, reasoning-heavy, or creative tasks.

  • Evaluate models across:

    • Cost per token

Choosing the right model ensures your AI agents are both effective and efficient—tailored precisely to your needs.

Input your prompt (e.g., “Write a long-form blog post about space”).

  • Observe:

    • Start and finish times

    • Output length and style

    • Token usage and cost

  • Latency

  • Quality of response

  • Context capacity

  • Output size

  • Use the Profiler tool to directly test and compare models in real time.

  • Writing Good Prompts

    Write effective system and task prompts, use templating, control tone, apply markdown formatting, and create structured outputs like JSON.

    Writing clear, effective prompts is a foundational skill when building workflows in MindStudio. Whether you're using AI to generate text, images, audio, or video, how you instruct the model makes a significant impact on the result. This guide walks through prompt types, strategies, formatting, and structure.

    Understanding Prompt Types

    System Prompts

    System prompts define the overall role and expectations of the AI agent. They're usually written once per workflow and serve as a blueprint for how the AI should behave.

    A good system prompt includes:

    • Role of the assistant (e.g., "You are a blog post generator.")

    • General responsibilities (e.g., "Research, write, and optimize content.")

    • Formatting guidelines (e.g., "Use markdown.")

    • Tone/style preferences (e.g., "Professional and concise.")

    Use the "Generate Prompt" feature in MindStudio to create a structured draft, and edit it to suit your workflow.

    Tip: Use /* */ to add comments in the system prompt that the AI will ignore.

    Task Prompts

    Task prompts are written inside individual blocks like Generate Text, Generate Image, etc. These should be specific to the action that block is performing.

    For example:

    Add structure and context with templating or example output to improve quality.

    Prompt Writing Techniques

    Templating with Tags

    Use custom tags like <example_output> to show the AI what the desired output looks like.

    Example:

    Using Variables

    Embed variables using {{ }}:

    Markdown Formatting

    Markdown lets you structure AI-generated text for easy display in apps or websites.

    Common markdown syntax:

    • # H1 header

    • ## H2 header

    • **bold**, *italic*

    Markdown is especially useful in display blocks or when instructing the AI to output structured content.

    Controlling Tone

    Add tone instructions to shape the AI’s voice:

    • Professional: formal, structured

    • Casual: friendly, conversational

    • Spartan: brief, to-the-point

    You can mix tones too:

    Compare results by previewing the AI's response with and without tone instructions to see the impact.

    Creating Structured Outputs (JSON)

    For advanced workflows, use structured outputs to extract usable data from AI responses. Switch the output schema to JSON.

    Example JSON template:

    Now the output can be parsed and reused in other blocks by referencing specific fields.

    Summary

    Good prompts lead to better AI behavior. Keep these best practices in mind:

    • Use system prompts for agent-wide behavior.

    • Use task prompts for specific actions.

    • Include example outputs and formatting instructions.

    • Use variables to make prompts dynamic.

    Mastering prompt writing will significantly improve the precision and performance of your AI agents in MindStudio.

    Testing & Debugging Basics

    Learn the essential techniques for testing and debugging AI agents in MindStudio.

    This guide introduces key tools and practices for testing and debugging your AI agents as you build them in MindStudio. You’ll also learn how to identify and fix common errors like variable mismatches, high temperature settings, and missing prompts.

    Checking the Errors Tab

    The first step when building any agent is to check the Errors tab. This will surface:

    • Misconfigured blocks

    • Referenced variables that don’t exist

    • Missing required fields

    If the tab shows no errors or warnings, proceed to running your agent using the debugger.

    Using the Debugger

    The Debugger tracks every step in your agent’s run:

    1. Click Preview, then choose Run in Debugger or open a Draft Agent.

    2. If your agent includes user input, it will prompt you for a value (e.g., topic = “dogs”).

    3. The debugger will log:

      • Each block’s execution

    This lets you verify whether the variables are passed correctly and prompts are resolving as expected.

    Common Mistake 1: Forgetting to Use the Variable

    If an agent runs but doesn’t include user input (e.g., the AI says, “Let me know what you want to write about”), you likely forgot to include the variable in your prompt.

    Fix:

    • Edit the Generate Text block.

    • Use your variable with opening/closing tags:

    Re-run the agent and confirm the input is correctly inserted.

    Common Mistake 2: Typo in Variable Name

    Another common error is referencing a variable that hasn’t been defined—usually due to a typo.

    Fix:

    • Check the Errors tab.

    • Error will indicate something like: Variable 'top' is referenced but does not exist.

    • Click the error to highlight the block.

    • Correct the variable name to topic

    You can test the fix in the debugger using a test value set in the user input configuration.

    Common Mistake 3: High Temperature Output

    If your AI outputs gibberish or chaotic text, it's likely caused by a temperature setting that is too high.

    Fix:

    • Go to Model Settings or directly edit the temperature in the Generate Text block.

    • Lower the temperature to a mid-range value (recommended default).

    • Rerun your test.

    MindStudio displays a warning when a temperature setting is too high and may lead to unstable outputs.

    Common Mistake 4: Empty Generate Text Block

    If the prompt field in a Generate Text block is empty, the Errors tab will show:

    Fix:

    • Click the error to highlight the block.

    • Fill in a prompt like:

    Tips for Efficient Debugging

    • Use test values for user inputs when debugging without launching a draft.

    • Use the debugger expansion panel to trace logic, outputs, and costs.

    • Regularly check for spelling errors and missing prompt content.

    • Always validate changes with a test run.

    Accessing Support and Community Resources

    If you run into issues:

    • Click Help and Support in the sidebar.

    • Access:

      • Support forum

      • Video tutorials

    The MindStudio community is active and helpful—many common issues have already been discussed and resolved.

    Final Thoughts

    Testing and debugging are essential steps in building reliable AI agents. By mastering these basics—especially using the Errors tab and debugger—you’ll streamline your development process and catch problems early.

    AI Agents for Partnerships Masterclass

    AI agents can support partnerships, sales, and business development teams

    We show how real AI agents can support partnerships, sales, and business development teams. Led by our Director of Partnerships, Dannielle Sakher, and CEO, Dmitry Shapiro, this practical session explains how to use AI agents that scale your GTM motion, with no costs or setup.

    ✅ Personalize outreach ✅ Prep for meetings ✅ Surface red flags in deals …and more.

    Constraints (e.g., "Today’s date is June 1, 2025.")

    - Bullet list

  • [link text](https://example.com)

  • Apply markdown for clean, structured results.

  • Experiment with tone and JSON outputs for flexibility.

  • Variable values at each step

  • Inputs and outputs

  • Total runtime and cost

  • .

    Documentation

  • Quick help tabs

  • Scraping Web Data

    Learn how to scrape web content and use it dynamically inside your AI workflows

    This guide walks through the process of scraping webpage content in MindStudio and using that content in a custom AI agent. The example agent extracts article content from a URL and turns it into a LinkedIn post.

    Use Case Overview

    We’ll build a URL to LinkedIn Post agent that:

    1. Collects a URL from the user.

    2. Scrapes the content from that page.

    3. Uses AI to generate a LinkedIn post based on the page content.

    Step 1: Create a User Input for the URL

    1. Add a User Input block to your workflow.

    2. Choose the Short Text input type.

    3. Name the variable: url

    4. Set the label: Enter the URL you'd like to write a LinkedIn post about

    Step 2: Scrape the Webpage

    1. Add a Scrape URL block.

    2. In the URL field, use the variable: {{ url }}

    3. Set the output variable name: scraped_content

    The block will now extract and store webpage content into the scraped_content variable.

    Step 3: Generate AI Output

    1. Add a Generate Text block.

    2. Write your prompt, including the scraped content:

    3. Choose an appropriate model (e.g., Claude 3.5 Haiku).

    Step 4: Test the Agent

    1. Click Preview and open the draft agent.

    2. Try inputting an invalid value (like not a URL) to confirm validation works.

    3. Enter a valid URL or use the test value.

    4. The AI will:

    Recap and Best Practices

    • Use the Scrape URL block to pull live content from any webpage.

    • Always validate user input when collecting URLs.

    • Store scraped data in a clearly named variable for easy reuse.

    • Keep the output format as “Text only” for general analysis or “JSON” for structured use cases.

    You can further extend this workflow by adding post-processing steps or integration blocks to share or save the generated content.

    AI Agent Monetization Masterclass

    Every industry needs AI efficiency. EVERY. SINGLE. ONE.

    🚀 Every company is DESPERATE to leverage AI, but they don't know HOW.

    That's where YOU come in. 👈

    Imagine walking into a business and saying: "I can make your team 3x more productive with AI agents"

    Here's what I'm teaching in the Monetizing AI Agents Masterclass:

    ✅ How to approach companies ✅ Packaging your AI services ✅ Pricing your expertise ✅ Building an AI consulting business ✅ Landing high-paying AI roles (if that's what you want)

    No technical background required. Just: • Ability to listen • Ability to observe how customers operate • Ability to translate needs into AI solutions

    This isn't the future. This is NOW.

    Every industry needs AI efficiency. EVERY. SINGLE. ONE.

    AI Agents In-Depth Masterclass

    Learn how to build powerful AI agents

    Learn how to build powerful AI agents using MindStudio in this comprehensive tutorial. From basic concepts to advanced techniques, this session covers everything you need to get started with building your own AI applications.

    Whether you're completely new to AI agent building or looking to level up your skills, this tutorial provides practical examples and best practices you can immediately apply to create powerful AI applications.

    AI Agent Zero to Hero Masterclass (Beginner)

    Go from zero to hero in an hour 🚀 💪 🦄

    No technical skills required -- you will learn everything you need in the class.

    AI Agents Covered:

    Deep Topic Research: Do hundreds of hours of research and analysis with the click of a button!

    Deep People / Entity Research: AI-powered OSINT -- uncover deep insights that can help you understand individuals and organizations.

    Get Contact Info: Identify key people mentioned in articles, documents, and web pages, and get their contact info (email, phone, etc).

    Fact Checking: Identify inaccuracies, and get the facts!

    And over a dozen other AI Agents that can help you get things done and get insights that you've never been able to have before. No mere mortal will be able to compete with you!!!

    You Will Also Learn:

    🦄 How to easily Customize AI Agents for your specific purposes. 👉 How to easily Build New AI Agents in minutes -- no coding required. 👉 How you can build AI Agents for other people / orgs and make $$$

    Intro to AI Agents & MindStudio

    Learn the fundamentals of MindStudio and AI agents in this introductory video

    Welcome to the first lesson in the MindStudio Fundamentals course! This video lays the foundation for everything you’ll be learning in upcoming modules. Whether you're new to AI or just new to MindStudio, this guide will help you understand the core concepts you need to get started building powerful AI agents.


    What is MindStudio?

    MindStudio is an integrated platform for building and deploying AI agents. It provides:

    Video Courses

    Learn to build AI Agents

    New to MindStudio? Watch this video...

    Anyone can build AI Agents—no experience required. Whether it's your first time or you're just looking for a quick refresher, this video will walk you through the basics of building your first AI Agent with MindStudio.

    In just a few minutes, you’ll learn how to launch, customize, and deploy your own intelligent tools—no coding needed.


    Write a long-form blog post about the following topic: {{topic}}
    <example_output>
    # Title of the Post
    Opening paragraph with a compelling hook.
    
    ## Section Header
    Several paragraphs of information.
    
    - Key point one
    - Key point two
    
    ## Conclusion
    Summarize the article.
    </example_output>
    Write a blog post about: {{topic}}
    Use a Spartan, professional tone.
    {
      "game": "Chess",
      "book": "1984",
      "dog": "Beagle"
    }
    cssCopyEditWrite a blog post about the following topic:
    <topic>{{ topic }}</topic>
    scssCopyEditMessage in generate text block cannot be empty
    cssCopyEditWrite a blog post about the following topic:
    <topic>{{ topic }}</topic>
  • Add placeholder text: e.g., https://www.theverge.com/...

  • Enable URL validation to ensure the input is a proper URL.

  • (Optional) Set a test value for debugging, like a real article URL.

  • Choose
    Output Format
    :
    Text only
  • Enable Auto-enhance to improve scraping reliability.

  • Keep the Default scraper selected (Firecrawl is also available if needed).

  • Leave Screenshot disabled unless required.

  • Scrape the page.

  • Analyze the content.

  • Generate a LinkedIn post for you to copy or repurpose.

  • Auto-enhance improves scraping accuracy on dynamic or complex websites.

    A visual builder for creating and customizing AI workflows.
  • Tools to test, debug, and iterate until the output is just right.

  • Deployment options across web apps, browser extensions, APIs, and more.

  • Already used to launch over 200,000 agents, MindStudio supports everyone from individuals to large enterprises.


    What Are AI Agents?

    At its core, an AI agent is:

    Something that uses an AI model to perform a task on your behalf.

    AI agents in MindStudio:

    • Leverage 90+ models from OpenAI, Google, Meta, Anthropic, and others.

    • Execute tasks using structured workflows.

    • Can collaborate with other agents to complete complex objectives.


    Deployment Options

    MindStudio agents can be deployed in many ways:

    • AI-Powered Web Apps: Shareable web apps you can bookmark, embed, and reuse.

    • Chrome Extension: Trigger agents contextually while browsing.

    • Scheduled Automations: Run background tasks on a recurring schedule.

    • Email Trigger: Forward threads to a unique email to auto-trigger an agent.

    • Webhooks: Trigger agents from external tools like Zapier or your own apps.

    • API Integration: Programmatically call agents to add intelligence to software.


    Levels of Agent Complexity

    MindStudio agents range from simple to highly advanced. Here’s how to think about their complexity:

    Level 1 – Simple AI Call

    • Example: Ask an AI to write an email.

    • Pattern: One AI block that sends a message to a model and returns an output.

    • Use case: Quick, context-light tasks.

    Level 2 – Workflow with Context

    • Example: Personalize emails for a list of leads.

    • Pattern: Multi-step blocks that enrich context before calling AI.

    • Use case: Tasks requiring background data, logic, or structured input.

    Level 3 – Self-Regulating Agents

    • Example: Auto-generate, check, and improve content based on rules.

    • Pattern: Includes logic blocks for decision-making and validation.

    • Use case: Fully autonomous systems needing high accuracy and quality control.


    🛠️ Agent Examples

    1. Simplify Agent

    • Goal: Simplify a YouTube transcript.

    • Type: Level 1

    • Deployment: Chrome extension

    • Structure: Single block calling an AI model.

    2. Sales Collateral Generator

    • Goal: Generate personalized sales documents.

    • Type: Level 2

    • Structure: Form input → AI enrichment → Final generation.

    3. Product Alternatives Analyzer

    • Goal: Analyze a product URL and suggest alternatives.

    • Type: Level 2

    • Features: Web scraping, competitor analysis, HTML output.

    4. Deep Research Agent

    • Goal: Generate a research paper with sources, images, and even podcasts.

    • Type: Level 3+

    • Highlights: Logic checks, data enrichment, multimedia generation.


    Takeaway

    AI agents are just workflows — step-by-step processes that accomplish tasks. With MindStudio:

    • You can start small and grow into more advanced designs.

    • The platform supports a wide range of use cases, from everyday productivity to enterprise-grade automation.


    Next Steps

    Subscribe to our YouTube channel to follow along and level up your AI agent-building skills.

    Thanks for watching!

    All Video Courses

    1: Core Building Principles

    • Intro to AI Agents & MindStudio

    • AI Editor Overview

    • Building Your First AI Agents

    • Building an AI Agent for the Chrome Extension


    2: Workflow Mastery

    • Building AI Agents that Run on a Schedule

    • Using Launch Variables & Global Variables

    • Routing, Logic, & Checkpoint Blocks

    • Advanced Testing Using Evaluations


    Masterclass Sessions

    • AI Agent Zero to Hero Masterclass

    • AI Agent Monetization Masterclass

    • AI for Content Marketing Masterclass

    • Deep Research Masterclass

    AI Editor Overview

    Learn how to navigate the workspace, configure blocks, manage models, use debugging tools, and access advanced agent settings

    Navigating the AI Editor

    This guide provides a comprehensive overview of the AI Editor interface in MindStudio. You'll learn how to navigate the workspace, configure resources, manage agent settings, and debug workflows efficiently.

    Understanding the User Interface

    When you create an AI agent, you’re placed inside the AI Editor. The UI is divided into two main sections:

    • Left Panel (Explorer): Contains resources like data sources, custom functions, user inputs, and workflows.

    • Right Workspace: Displays contextual editing tools and configuration panels based on what you're working on.

    Use the explorer to navigate between tabs such as automations, user inputs, and functions. The main workflow typically starts in main.flow, under the automations tab.

    Exploring Resources and Workflows

    Inside the automations tab:

    • The start block initializes the workflow.

    • The terminator block ends the workflow.

    • You can insert additional logic using the + button to add new blocks.

    The canvas supports:

    • Vertical and horizontal scrolling (use Shift to scroll horizontally).

    • Zooming, reset view (R key), and auto-arranging blocks for a clean layout.

    • Quick tools for panning (H key) and selecting (V

    Using the Canvas Features

    Useful tools in the canvas include:

    • Sticky notes for adding comments or reminders.

    • Diagnostics tool to validate block linkages and optimize workflows (recommended for advanced users).

    • Errors tab to highlight issues such as missing inputs.

    • Debugger tab to monitor input/output and cost at each step during agent execution.

    Managing Models and Evaluations

    Key tabs along the top of the editor:

    • System Prompt: Set overall instructions for the agent (e.g., blog post generator). You can also use the Generate Prompt tool to automatically create a structured prompt.

    • Model Settings: Choose a default AI model from over 90 options. This acts as a fallback if a block doesn't specify a model.

    • Evaluations: Allows you to batch test scenarios (optional for beginners).

    Debugging and Diagnostics Tools

    Each block has a configurable panel on the right-hand side. For example:

    • A Generate Text block lets you enter the prompt.

    • A Run Function block switches the configuration panel to support code-based execution.

    You can preview your agent and inspect each step’s behavior through the debugger at the bottom.

    Final Tips for AI Agent Creation

    Select the root agent folder to access:

    • General Settings: Name, description, icon, and landing page for sharing.

    • Sharing & Access: Set visibility (public/private), enable remixing, and configure API access (business plans only).

    • Advanced Settings: Includes onboarding workflows, global variables, and persistent user data (covered in later videos).

    • Version History: Revert to previous published versions of your agent.

    Summary

    Most of your work will happen inside the workflow builder, where you’ll add and configure blocks. This video covers the full UI so you know where to find everything as you start building. If you have questions, check the in-app documentation or leave a comment on the video.

    Thanks for watching!

    Working with Structured Data (JSON)

    Learn how to understand, manipulate, and apply structured data (JSON) in MindStudio workflows

    JSON (JavaScript Object Notation) is a powerful and widely used format for storing and exchanging structured data. In MindStudio, understanding how to parse, generate, and utilize JSON is essential for building flexible and powerful AI workflows.

    What is JSON?

    JSON is a structured data format made up of key-value pairs. Each key is a string (in quotes), and its associated value can be:

    • A string ("Alice")

    • A number (30)

    • A boolean (true)

    • An array (["user", "admin"])

    • Another object ({"age": 30, "active": true})

    JSON also supports nesting, allowing you to build complex hierarchies of data.

    JSON Syntax Rules

    1. All keys must be strings (in double quotes).

    2. Key-value pairs must be comma-separated.

    3. Do not include a trailing comma at the end of the last key-value pair.

    Using JSON in MindStudio Workflows

    Receiving JSON from Blocks

    Many blocks, like Search Google News, return data as JSON. This allows you to access structured results, such as article titles, links, and thumbnails.

    You can:

    • Display the full JSON

    • Extract specific values using path expressions

    • Iterate through lists using each blocks

    Accessing Individual Values

    To get a specific value from JSON, use the JSON path:

    This extracts the title of the first article from the GoogleNews variable.

    Iterating Through Arrays

    Use the #each tag to loop through arrays in JSON:

    This will render each article's title, link, and thumbnail using Markdown formatting.

    Generating JSON with AI

    You can use the Generate Text block to ask AI to return structured JSON. For example, extracting all URLs from search results:

    Use an output schema to define the format and simplify complex JSON into more usable lists.

    Applying JSON in HTML Templates

    JSON can also be applied to generate HTML pages dynamically using the Generate Asset block. You can:

    • Iterate over content sections

    • Conditionally render data like headings, key takeaways, and entities

    • Use extracted structured data to build full HTML pages for summaries or reports

    Example usage:

    • Extract structured information from a Verge article

    • Use that data to populate an HTML summary page

    • Present it with images, headlines, and lists using embedded JSON paths

    Summary

    Understanding JSON enables you to:

    • Parse and manipulate structured responses

    • Extract only the values you need

    • Iterate through complex arrays

    • Generate clean structured output from unstructured content

    Once you master JSON in MindStudio, you'll be able to build significantly more advanced and powerful agents with flexible output formatting and robust data handling.

    Using Integration Blocks

    Pull in or send out data to and from external services

    Integration blocks in MindStudio let your AI agents connect seamlessly to third-party services. These blocks either bring data into your workflow or send data out to external tools, enabling powerful automation use cases.

    Overview of Integration Blocks

    You can add integration blocks like any other block using the “+” menu and browsing View All Blocks. They appear slightly differently in the editor to visually distinguish them from native blocks.

    Integration blocks fall into two categories:

    • Input blocks: Pull data into your workflow (e.g. YouTube captions, Google Docs).

    • Output blocks: Push data out to external services (e.g. LinkedIn posts, Google Sheets, emails).

    Each block has its own configuration panel with parameters specific to the connected service.

    Example 1: Automating LinkedIn Posts from YouTube Captions

    This workflow extracts captions from a YouTube video and automatically creates and publishes a LinkedIn post summarizing the content.

    Blocks Used:

    • User Input: Accepts a YouTube URL.

    • Fetch YouTube Captions: Retrieves the video transcript.

    • Generate Text: Uses AI to summarize the transcript into a LinkedIn post.

    • Create LinkedIn Post: Publishes the AI-generated post.

    Requires signing into LinkedIn and setting post visibility. AI content is passed using a variable to this block.

    This setup automates content repurposing from YouTube into social media.

    Example 2: Comparing Financial Reports from Google Docs

    This workflow pulls financial text from two Google Docs, extracts numerical data using AI, and formats the comparison into a Google Sheet.

    Blocks Used:

    • Fetch Google Doc: One block per document (doc1 and doc2).

    • Generate Text: Parses both documents, extracts values, and formats as CSV.

    • Create Google Sheet: Inserts the CSV into a new sheet.

    • Display Content: Displays a link to the generated sheet.

    All blocks require signing into your Google account. CSV format enables structured spreadsheet output.

    This flow is ideal for automating competitive or financial comparisons.

    Example 3: Emailing Daily News Digests from Google News

    This workflow searches Google News, extracts top headlines, creates a styled email digest using HTML, and sends it via email.

    Blocks Used:

    • Google News Search: Queries for a specific keyword (e.g. "AI agents").

    • Generate Text: Converts JSON-formatted news into HTML.

    • Generate Subject Line: Summarizes the news as a catchy email subject.

    • Send Email: Delivers the digest to a recipient using Markdown or HTML.

    HTML formatting lets you include images, links, and structure. This is a great use case for daily or weekly digests.

    Key Takeaways

    • Integration blocks enhance AI workflows by connecting to external tools.

    • Data can flow in or out, depending on the block.

    • Each service requires setup: You’ll need to sign in to third-party accounts (e.g. Google, LinkedIn).

    • Variables pass data between blocks, allowing AI-generated outputs to trigger external actions.

    MindStudio supports hundreds of integration blocks, allowing for creative automation across marketing, operations, research, and more.

    Use them to transform your agents into powerful, connected tools.

    Advanced Testing Using Evaluations

    Learn how to bulk generate, run, and analyze test cases efficiently to validate your AI agents' behavior across multiple scenarios.

    The Evaluations feature in MindStudio allows you to test AI workflows at scale using autogenerated or manually defined test cases. This is especially helpful for validating workflows like moderation filters, where consistent logic must be applied across many inputs.

    Why Use Evaluations?

    Manually testing workflows via the preview debugger becomes inefficient as the number of test cases grows. Evaluations allow you to:

    • Autogenerate test cases with AI

    • Specify expected outputs

    • Run tests in bulk

    • Compare actual vs. expected results

    • Use fuzzy matching for flexible validation

    Sample Use Case: Spam Detection

    In this example, an AI workflow is designed to detect spam comments and flag violations based on defined community guidelines. The workflow takes in a comment via a launch variable and outputs:

    • A boolean indicating whether it's spam

    • An array of flags indicating types of violations

    Creating and Running Test Cases

    Step 1: Access the Evaluations Tab

    • Navigate to the top-level "Evaluations" tab in your project.

    • Click New Test Case to manually add a test or use Autogenerate to let AI create test cases for you.

    Step 2: Autogenerate Violating Test Cases

    • Input guidance like “generate five test cases that are in violation of our guidelines.”

    • AI will produce sample comments with the correct input structure.

    • Add expected results (e.g., "is_spam": true, "flags": ["hateful", "off-topic"]).

    Step 3: Run Test Cases

    • Click Run All to test all cases in parallel.

    • MindStudio will show which tests pass or fail based on comparison with expected results.

    • Each test can be inspected in the debugger.

    Step 4: Autogenerate Non-Violating Test Cases

    • Repeat the process with a new prompt: “generate five comments not in violation.”

    • Provide expected results (e.g., "is_spam": false, "flags": []).

    • Run the new set and verify accuracy.

    Matching Methods

    MindStudio supports two types of result matching:

    • Literal Match: Requires the actual output to exactly match the expected value.

    • Fuzzy Match: Allows minor differences or variations in phrasing. Useful for outputs with dynamic AI wording.

    Benefits of Evaluations

    • Run many test cases at once

    • Easily edit and rerun failing cases

    • Debug individual results

    • Improve the reliability of your AI workflows


    Evaluations are a key tool for ensuring your AI behaves as expected at scale. Whether you're building content filters, classifiers, or other deterministic logic, this feature helps you confidently validate your workflows.

    AI Prompt Engineering Basics

    What is a Prompt?

    A prompt is simply the set of instructions you give an AI. It’s the way you tell the AI what you want — whether that’s an explanation, a summary, a creative draft, a detailed analysis, or anything else you can think of.

    The quality of its output depends on the clarity of your request. If you’re vague, you’ll get vague answers. If you’re specific, you’ll get much closer to what you are actually looking for.


    Basic Prompting Framework

    A simple way to write better prompts is to follow this three-step structure. If you include all three, you’ll almost always get clearer, more useful results.

    Context

    Context gives the AI the key information it needs in order to follow your instructions. It sets the scene, explains the situation, and helps the AI understand what you’re asking it to do. Without context, the AI has to guess — and its answers will usually be too broad or off-target.

    Task

    The task is the instruction itself. This is where you tell the AI exactly what you want it to do. The more precise and direct you are, the better the result. Since the AI takes language literally, a well-defined task removes ambiguity and keeps the answer focused on the outcome you actually need.

    Format

    The format is how you want the response to be delivered. By specifying format, you control the structure and style of the answer, making it easier to read, compare, or use. Without it, the AI decides for you — and that may not align with your goals. Format is what turns a raw answer into something you can apply right away.

    Bad vs Good Prompt Examples

    Create a Travel Itinerary Prompt

    ❌ Bad Prompt:

    ✅ Good Prompt:

    Write a Blog Post Prompt

    ❌ Bad Prompt:

    ✅ Good Prompt:

    Building AI Agents that Run on a Schedule

    This guide walks you through building a website monitoring agent that checks for changes daily and sends an email if updates are detected.

    MindStudio enables you to schedule AI agents to run automatically at specific times. This is useful for automating repetitive workflows like monitoring web content, generating reports, or triggering notifications without manual input.

    Use Case: Website Change Tracker

    In this example, we’ll build an AI agent that checks for changes on a website (e.g. OpenAI’s news page) each morning and emails a summary of those changes.

    Step 1: Add the “Track Website Changes” AI Module

    • Create a new workflow and add the Track Website Changes module.

    • In the configuration panel:

      • Enter the target URL (e.g., https://openai.com/blog).

      • Use the default variable names unless you need to customize them.

    Step 2: Handle Detected Changes

    You’ll configure two outcomes:

    • No Changes: Route to an End Workflow block.

    • Changes Detected: Route to a Send Email block.

    In the Send Email block:

    • Connect your email account via the integrations menu (gear icon).

    • Set a subject like: Changes Detected on OpenAI News

    • Use the {{changes}} variable as the email body to show the summary of detected content updates.

    Step 3: Set the Schedule

    Click the Start Block, and in the Trigger section on the right:

    1. Change the Run Mode from “On Demand” to Scheduled.

    2. Click Add to define your schedule.

    3. Use natural language or presets like: Every morning at 9:00 AM

    4. Set your Time Zone

    The agent will now run automatically each morning.

    Step 4: Preview & Test

    Use the Preview button and run the agent in the Debugger:

    • On the first run, it will detect all visible content (no baseline exists yet).

    • On subsequent runs, it will only email you if changes are detected.

    Summary

    Scheduled AI agents are powerful for automating:

    • News monitoring

    • Report generation

    • Notifications

    • Daily or weekly workflows

    To configure:

    1. Use the Track Website Changes module.

    2. Send detected changes via Email.

    3. Set the schedule from the Start block.

    You now have a self-running AI agent that keeps you informed—automatically, every day.

    Deep Research Masterclass

    Learn how deep research works

    In this deep-dive session, we break down how Deep Research works, how it’s built, and how you can use it to automate competitive analysis, summarize vast sources, generate insights, and more — all with minimal human input.

    🚀 What You’ll Learn:

    ✅ What makes Deep Research a next-gen AI Agent ✅ The architecture behind its autonomous workflow system ✅ How it searches, filters, evaluates, and compiles information ✅ Real demos of Deep Research in action ✅ Tips to build or customize agents like this for your own use cases

    AI for Content Marketing Masterclass

    AI won’t replace great marketers — but great marketers who use AI will replace those who don’t.

    In this masterclass led by Dannielle Sakher (Director, Partnerships) and Dmitry Shapiro (CEO), you’ll learn to use these AI Agents that do the content grunt work for you:

    ✅ Case Study Generator: Turn customer call transcripts into polished success stories ✅ Testimonial Extractor: Pull quotes from customer calls for social, blogs, landing pages, and more. ✅ Webinar → Blog Agent: Turn your Zoom/YouTube webinars into full blog posts, with research-baked content added in. ✅ Webinar → Socials Agent: Generate social content from webinars in seconds. ✅ ICP Rewriter: Instantly rewrite a blog post or email for a different audience (Enterprise, SMB, Developers etc.)

    You’ll also learn:

    → How to customize these Agents for your brand → How to build your own (no code required) → How to make $$$ building AI Agents for others

    AI won’t replace great marketers — but great marketers who use AI will replace those who don’t.

    Generate Text, Images, Audio, & Videos

    Learn how to use AI to generate text, images, audio, video and and more.

    This guide walks through the process of generating four types of AI content in a single MindStudio agent:

    1. Text

    2. Image

    3. Audio

    Designing User Inputs & Forms

    Learn how to design user input forms in MindStudio to collect contextual information for your AI workflows.

    This guide walks you through how to build structured forms in MindStudio that allow your AI agents to collect valuable information from users. You’ll learn how to create user input blocks, define variable names, configure form fields, and reference them inside prompts.

    Planning the Form

    In this example, we’re building a blog post generator. To create a more personalized AI output, we’ll collect the following information from the user:

    Building Chrome Extension Agents

    Learn how to install the MindStudio Chrome extension and build your first AI agent specifically for use within it.

    This guide shows you how to create and deploy an AI agent designed to work within the MindStudio Chrome extension. You’ll learn how to configure the run mode, use webpage content as input, and set up a working summarizer agent from scratch.

    Installing the Chrome Extension

    1. Visit and click Install Chrome Extension.

    Creating & Using Data Sources

    This guide covers uploading and managing document-based data sources, then querying them for relevant AI context.

    MindStudio allows you to create internal data sources directly within your projects. These data sources are ideal for uploading documents—like support guides or product manuals—that your AI agents can reference to generate accurate, contextual responses.

    Types of Data Sources

    MindStudio supports several types of data sources:

    • Integration data sources

    Running Blocks in Parallel for Workflow Optimization

    Learn how to group independent tasks for concurrent execution and measure efficiency gains.

    Running independent workflow blocks in parallel can significantly reduce execution time for your AI agents. This approach is especially beneficial when multiple tasks can be performed simultaneously without waiting for each other’s results.

    Example Scenario

    An AI agent is designed to:

    • Scrape multiple news websites

    cssCopyEditWrite an attention-grabbing LinkedIn post based on the following article:
    <content>{{ scraped_content }}</content>
    Plan me a trip.
    I’m planning a 3-day weekend in Paris on a $500 budget. 
    
    Create a travel itinerary.
    
    Present it as a day-by-day schedule with morning, afternoon, and evening activities.  
    Write a blog post
    Topic: Dogs
    Subtopic: Dog Care for new pet owners
    Tone: Encouraging and Educational
    
    Write a blog post using the information above.
    
    The blog post should be properly formatted with headers and should include "Quick tips:" bullet points for each section. 
    key).
    Profiler:
    Compare multiple AI models side-by-side using the same prompt. Evaluate their outputs, speeds, and costs to select the best fit.
  • Publishing: Click the “Publish” button at the top right to make changes live.

  • Build advanced outputs like HTML templates dynamically

    You can chain multiple integration blocks for more complex workflows (e.g. fetch > analyze > send).

  • Set a Detection Prompt, such as: Any changes to the main content of the website. Specifically, we are looking for new news stories.

  • , e.g.,
    America/Los_Angeles
    .
  • Click Generate Schedule, then Save.

  • Video

    You’ll also learn how to structure your prompts, connect blocks, and display all content together using a unified layout.

    Content Types Supported in MindStudio

    MindStudio supports generation of:

    • Text: Articles, emails, scripts, summaries, and more.

    • Image: AI-generated visuals from prompts.

    • Audio: Text-to-speech conversion using voice models.

    • Video: Short clips based on prompt descriptions.

    Each content type has its own dedicated block, model settings, and display method.

    Building the Full Content Generator

    We’ll create an agent that takes a single topic input and produces:

    • A long-form article

    • A relevant cover image

    • Audio narration of the article

    • A related short video

    Step 1: Collect User Input

    • Add a User Input block.

    • Use Long Text.

    • Variable name: topic

    • Label: “What would you like your long-form article to be about?”

    Step 2: Generate the Article

    • Add a Generate Text block.

    • Prompt:

    • Save the output to variable: text

    Step 3: Generate an Image Description

    • Add another Generate Text block.

    • Prompt:

    • Save to variable: image_description

    Step 4: Generate the Image

    • Add a Generate Image block.

    • Use {{ image_description }} as the image prompt.

    • Output variable: image

    • Use your preferred model (e.g., Ideogram V2)

    • Optional: Set aspect ratio (e.g., 16:10)

    Step 5: Generate Audio from Text

    • Add a Text to Speech block.

    • Input: {{ text }}

    • Output variable: audio

    • Choose a model and voice (e.g., ElevenLabs → Callum, Turbo 2.5)

    Step 6: Generate a Video Prompt

    • Add another Generate Text block.

    • Prompt:

    • Save to variable: video_description

    Step 7: Generate the Video

    • Add a Generate Video block.

    • Use {{ video_description }} as the prompt.

    • Output variable: video

    • Select a video model (e.g., Ray 2)

    Step 8: Display the Final Output

    Add a Display Content block and use the following syntax:

    Alternatively, copy snippets from QuickHelp in the editor for image, audio, and video.

    Final Output

    When previewed:

    • The agent will collect a topic.

    • AI will generate a markdown-formatted article.

    • An image, audio narration, and video will be produced from the article.

    • All outputs are combined into a clean, unified display.

    Summary

    To generate rich AI media in MindStudio:

    1. Use content-specific generation blocks.

    2. Structure prompts clearly and use variables throughout.

    3. Save outputs to variables.

    4. Use the Display Content block with proper syntax to render media.

    This pattern allows for powerful, engaging AI experiences from just a single input. Experiment with other media types, models, and formatting to further customize your AI agents.

    Blog topic
  • Desired tone/style

  • Target length (optional for this demo)

  • Creating a User Input Block

    1. Add a User Input block to your workflow.

    2. On the right-hand panel, click the + button to create your first input field.

    Example: Collecting the Topic

    • Input Type: Short text

    • Variable Name: topic

    • Label Text: “What is the topic you'd like to write about?”

    • Help Text: “Hint: Keep it short”

    • Placeholder: e.g., dogs, cats, space, race cars

    • Test Value: dogs (useful for debugger testing)

    Only the variable name and label are required. All other fields are optional but help guide the user experience.

    Referencing Variables in Prompts

    To use the user input in your AI prompt:

    Always wrap variables in double curly braces and surround them with custom tags for clarity and consistency.

    Creating Multiple Inputs

    To collect more information:

    1. Click the + next to the User Inputs folder in the left Explorer.

    2. Create a new variable named tone.

    3. Set the input type to Multiple Choice.

    4. Provide options such as:

      • Professional

      • Scientific

      • Playful

      • Somber

    5. Configure the label: “What is the preferred tone of the article?”

    Connecting Additional Inputs to the Form

    By default, new inputs created in the folder aren't added to the User Input block. To include them:

    • Open your User Input block

    • Click the + button

    • Select the tone variable and add it to the form

    Using the Additional Variable

    Update your prompt with the tone variable:

    This helps tailor the AI’s style based on user preference.

    Testing Your Form

    Click Preview to open a draft of your agent.

    • All inputs will appear on a single screen.

    • To split inputs across multiple screens, use multiple User Input blocks.

    • Enter test data (e.g., topic = space, tone = scientific) and proceed to see the generated blog post.

    Summary

    User Inputs are essential for gathering context that improves the relevance and quality of AI outputs. Key tips:

    • Define clear variable names

    • Use intuitive labels and help text

    • Include placeholder and test values where applicable

    • Always reference variables in prompts using {{ variable_name }} syntax and descriptive tags

    User inputs can be created directly from blocks or from the folder. For multi-step forms, use multiple blocks to separate screens.

    Keep experimenting with input types and layout to make your AI agents more interactive and tailored to user needs.

    You’ll be taken to the Chrome Web Store where you can click Add to Chrome.

  • After installation, click the MindStudio icon in your browser toolbar.

  • Sign in or create an account — you’ll receive $5 in free credits to explore agents.

  • Open the sidebar extension, browse the agent store, and run agents directly from your browser.

  • You can pin favorite agents to access them quickly and view useful metrics like average runtime and cost before triggering them.

    Running a Pre-Built Agent

    1. Open a site like theverge.com.

    2. Launch the MindStudio extension.

    3. Choose an agent (e.g., TLDDR summarizer), view its details, and click Run.

    4. The agent will summarize the page or video transcript instantly.

    5. You can pin agents to your extension for one-click access.

    Creating a Chrome Extension Agent

    To create your own agent:

    1. Go to your MindStudio workspace and click Create New Agent.

    2. You'll be directed to the AI Editor.

    3. Switch to the Automations tab to view the canvas.

    Each workflow includes a:

    • Start block (triggers the agent)

    • End block (marks completion)

    • Additional logic in between

    Configuring the Run Mode

    1. Click on the Start block.

    2. Change the Run Mode to Browser Extension.

    3. This exposes launch variables such as:

      • page_url

      • metadata

      • page_content (full text of the current page)

      • user_selection

      • html

    For summarizing content, use the page_content variable.

    Building the Summarizer

    1. Click the + button to add a Generate Text block.

    2. In the prompt field, write:

    3. Choose a model (default: Claude 3.5 Haiku) or select from 50+ available options.

    4. Save your changes.

    Finalizing and Publishing

    1. Click the root folder in the left Explorer.

    2. Rename the project (e.g., Web Page Summarizer).

    3. Add a short description.

    4. Click Publish.

    Using the Agent in Chrome

    1. Refresh your current webpage.

    2. Open the MindStudio extension and navigate to My Agents.

    3. Find your newly published agent and click Run.

    4. The summarizer will display results instantly.

    Debugging and Insight

    Use the Debugger tab in MindStudio to:

    • View step-by-step execution

    • See input/output details

    • Track runtime and cost metrics

    This helps verify your agent is functioning as expected and offers insight into performance.

    Exploring and Remixing Agents

    You can explore the agent store to:

    • Browse public agents

    • View performance details

    • Duplicate any agent via the three-dot menu to inspect or customize it

    Some agents are simple and rely on strong prompts, while others are more complex workflows.

    Next Steps

    You now have a working AI agent deployed in your browser. Continue experimenting by:

    • Creating new Chrome agents with different purposes

    • Enhancing prompts with formatting or logic

    • Exploring and remixing agents in the store

    mindstudio.ai
    : External services like Google Docs or Sheets, brought in via integration blocks.
  • Internal databases: Custom backends or structured tables, supported via advanced connections.

  • Document-based project data sources: Files uploaded directly into your project’s "Data Sources" folder—this is the focus of this guide.

  • Example Use Case: Creating a Support Bot

    To demonstrate how document-based data sources work, we'll create a support bot that answers questions about MindStudio using uploaded documentation.

    Step 1: Add a User Input Block

    Begin your AI agent with a user input block. This block captures the user's question and stores it in a variable, typically called query.

    Step 2: Upload Documentation

    Navigate to the Data Sources section on the left-hand panel. Click the plus button to create a new data source:

    • Name it (e.g., Mind Studio Docs)

    • Add a description

    • Upload documents (up to 150 files, each ≤50MB)

    Tip: Use a free PDF compression service if your documents are too large.

    Step 3: Monitor the Upload

    As the document uploads, it will be processed into a vector database:

    • You’ll see a word count and chunk count.

    • Review the extracted text to ensure formatting looks clean.

    • Check the chunk preview to understand how the document is split.

    • Use the index snippet to reference the full document, or query it with natural language.

    Querying the Data Source

    Step 4: Add a Query Data Source Block

    Insert the Query Data Source block into your workflow:

    • Select your uploaded data source.

    • Set the output variable (e.g., query_result)

    • Use the query variable (from user input) to trigger the search.

    • Optionally adjust the number of chunks retrieved (default is 3, max is 5).

    Generating Contextual Responses

    Step 5: Add a Generate Text Block

    Use a Generate Text block to create your AI’s response:

    This setup ensures the AI receives relevant context before answering.

    Step 6: Preview the Agent

    Use the Draft Agent preview to test your support bot. As users ask questions, the system:

    1. Queries the vectorized document.

    2. Retrieves relevant text chunks.

    3. Uses those chunks as context to generate an answer.

    Advanced: Using the Entire Document

    If your model has a large enough context window (e.g., Claude 3.5 Haiku supports 200k tokens), you can pass the entire document to the AI using the index snippet.

    Caution: Passing full documents may reduce performance or make the AI less precise. Use only when full context is necessary.

    Key Takeaways

    • Data sources in MindStudio allow AI agents to query long-form documents with natural language.

    • Use them to build agents like knowledge bases, support bots, or product Q&A tools.

    • Choose between querying small chunks for relevance or referencing full documents for completeness.

    • Always validate uploaded files by checking the extracted text for formatting issues.

    Data sources are a powerful way to give your AI agents domain-specific expertise—using the same documentation your team already relies on.

    Query Google News

  • Generate an email digest with the top stories

  • By default, each block runs sequentially, causing unnecessary delays if the blocks aren't interdependent.

    Identifying Parallel-Ready Blocks

    Look for blocks that:

    • Perform independent operations

    • Don’t rely on each other’s output

    In this example, four blocks are scraping or querying different news sources. None depend on the output of the others, making them perfect candidates for parallel execution.

    How to Run Blocks in Parallel

    1. Select Blocks Highlight the blocks you want to run in parallel.

    2. Create a Group Right-click one of the blocks and select Create Group.

    3. Change to Parallel Execution Click the group label to toggle from Sequential to Parallel.

    Now, these blocks will execute at the same time instead of waiting on one another.

    Performance Comparison

    • Sequential Run: ~60 seconds

    • Parallel Run: ~25 seconds

    Parallelizing the scraping and news querying tasks led to a 58% reduction in workflow execution time.

    Benefits

    • Speed Improvements: Reduce total run time significantly.

    • Better User Experience: Faster responses for time-sensitive tasks.

    • Scalability: Makes workflows more efficient as complexity grows.

    Summary

    To optimize your workflows:

    • Identify independent tasks

    • Group them into a parallel execution block

    • Re-run and measure the performance impact

    Using parallel execution in MindStudio can lead to major gains in efficiency, especially for content aggregation, multi-source processing, and automation workflows.

    Testing & Debugging Basics
    Designing User Inputs & Forms
    How to Scrape Web Data for AI Agents
    Chaining Multiple Blocks Together in Workflows
    How to Generate Content & Media with AI
    How to Choose the Right AI Model
    Prompt Writing 101
    Using Integration Blocks to Connect to External Services
    Creating & Using Data Sources
    Running Blocks in Parallel for Workflow Optimization
    Working With Structured Data (JSON)
    Running Sub-Workflows to Iterate and Process Data With AI
    Creating Dynamic User Inputs
    How to Generate HTML Assets for Your AI Agents
    AI Agents In-Depth Masterclass
    AI Agents for Partnerships Masterclass

    Building Your First AI Agents

    Learn foundational concepts like workflows, variables, prompt structuring, markdown formatting, and AI model selection as you build and publish agents from scratch.

    This guide walks you through creating two AI agents in MindStudio: a blog post generator and a Chrome extension-based summarizer. Along the way, you'll learn about workflows, variables, prompt design, and agent publishing.

    Creating a New Agent

    To start building:

    1. Navigate to the Build tab in MindStudio.

    2. Click Create New Agent.

    3. You'll land inside the AI Editor on the automations canvas, where the workflow begins with a Start and End block.

    Exploring Workflows and Variables

    Workflows consist of functional blocks connected in sequence. Key block types include:

    • User Input: Creates form fields and stores input as variables.

    • Generate Text: Sends prompts to an AI model and returns text.

    • Display Content: Displays output within the workflow (for testing or UI).

    Working with Variables

    Variables are created in form blocks and referenced using {{ double curly braces }}.

    Best practice for prompt formatting:

    Separate variables from instructions using custom tags.

    Example:

    This improves clarity and avoids formatting or grammatical issues when users input long or complex text.

    Enhancing AI Prompts with Markdown Formatting

    Use markdown formatting to improve the structure of the AI's output.

    1. Add instructions: Make sure to use markdown formatting in your response.

    2. Provide a template using example tags:

    This gives the AI a clear outline to follow and leads to more consistent, polished outputs.

    Publishing Your Agent

    To publish your agent:

    1. Click the root folder to open agent settings.

    2. Provide a name, and optionally add a description, icon, or landing page.

    3. Click Publish.

    You can preview and re-publish at any time. Agents are private until explicitly shared.

    Overview of AI Model Selection

    Under Model Settings, you can:

    • Choose from over 90 AI models by Anthropic, OpenAI, Google, Meta, and more.

    • Adjust the temperature to control randomness:

      • Higher values = more variation

      • Lower values = more deterministic

    Start with defaults and refine based on behavior and output quality.

    Creating & Publishing a Summarizing Agent

    To build a Chrome extension-based summarizer:

    1. Create a new agent.

    2. In the Start block, change the Run Mode to Browser Extension.

    3. Use the launch variable page_content.

    1. Name and publish your agent (e.g., Summarize Anything).

    Once published, this agent can summarize:

    • Website content

    • YouTube transcripts

    • PDFs and documents

    It becomes available inside the MindStudio Chrome extension automatically.

    Conclusion and Next Steps

    You’ve now built:

    • A blog post generator using structured markdown prompting.

    • A content summarizer for the browser using launch variables.

    Along the way, you learned:

    • How to use variables and form inputs

    • How to structure prompts for better output

    • How to configure and select AI models

    • How to publish and test your agents

    These techniques will serve as your foundation for building more complex AI agents. Continue experimenting, iterating, and publishing as you expand your skills in future lessons.

    Chaining Multiple Blocks Together

    Learn how to chain multiple blocks together in a workflow to pass data from one step to the next.

    This guide covers how to build more advanced AI workflows by chaining blocks together. You’ll learn how to take the output from one block, save it as a variable, and use it downstream to enrich prompts, create media, and display final outputs.

    Overview: Blog Post Generator with Image

    We’re building a multi-step blog post generator that does the following:

    1. Collects a topic from the user.

    2. Uses AI to generate an outline and key talking points.

    3. Writes a full blog post using those points.

    4. Generates a cover image based on the article.

    5. Displays the final post and image together.

    Step 1: Collect the Topic

    • Add a User Input block.

    • Input type: Short text.

    • Variable name: topic

    • Label: “What topic would you like to write about?”

    Step 2: Brainstorm Key Points

    • Add a Generate Text block.

    • Prompt:

    • In Output Behavior, select “Save to Variable”.

    • Name the variable: key_points

    Step 3: Generate the Blog Post

    • Add another Generate Text block.

    • Prompt:

    • Save the output to a new variable: blog_post

    Step 4: Create an Image Prompt

    • Add another Generate Text block.

    • Prompt:

    • Save output to: image_description

    Step 5: Generate the Image

    • Add a Generate Image block.

    • Use {{ image_description }} as the image prompt.

    • Save image output to: image

    Step 6: Display the Final Output

    • Add a Display Content block.

    • Use this markdown-style format to render both the image and blog content:

    This combines everything into one nicely formatted response.

    Testing the Workflow

    Click Preview to open a draft and enter a test topic (e.g., “F1 cars and tech”). The AI will:

    1. Generate an outline and key points.

    2. Write the full blog post.

    3. Generate an image description.

    4. Create an image.

    Use the Debugger to monitor each step:

    • Track inputs and outputs.

    • View how variables are resolved.

    • Analyze each block’s execution.

    Recap and Best Practices

    • Chaining blocks means passing one block’s output as a variable to another block’s prompt.

    • Use the Save to Variable setting to store data for reuse.

    • Wrap variables with tags (e.g., <blog_post>{{ blog_post }}</blog_post>) to clarify structure.

    • Use

    Chaining is a core MindStudio principle that enables powerful, dynamic workflows. Practice chaining in small steps to build confidence and scale up to more complex agents.

    Keep experimenting and expanding your workflows by connecting logic, generation, and media blocks together!

    How to Generate HTML, PDF, and other Advanced Outputs

    Learn how to structure JSON content, design HTML templates, and render polished webpages with dynamic data.

    Generating HTML assets enables your AI agents to produce professional, styled web outputs—ideal for reports, articles, or visual summaries.

    Overview of the Workflow

    The example workflow builds a long-form article page through the following steps:

    1. User Input: Captures a topic from the user.

    2. User Context: Gathers additional context via AI-generated questions.

    3. Generate Queries: Uses that context to generate relevant Google search queries.

    4. Run Research Subworkflow:

      • Searches Google

      • Scrapes each result

      • Summarizes each page

    5. Compile Results: Collects all structured data into a JSON object.

    6. Generate Images: Runs a subworkflow that:

      • Creates image prompts from each article section

      • Generates images with a model

    7. Combine Content: Uses a custom function (e.g., add images to report) to merge article JSON and images into a final, structured variable (e.g., updated report).

    Preparing the HTML Asset

    Step 1: Add a Generate Asset Block

    • Set the Source Type to HTML.

    • Output variable: e.g., HTML

    • Format: HTML

    Step 2: Create Your HTML Template

    Expand the Source Document field to edit and preview your HTML. Use Handlebars-style syntax to bind JSON variables:

    • Use {{#each}} and {{/each}} to loop through arrays.

    • Nest variables properly based on your JSON structure.

    Step 3: Provide Sample JSON for Testing

    Paste in your sample JSON and variable name (e.g., updated_report) to preview the output live in the editor.

    Optional: Use the Generate Asset Helper

    If you don’t want to hand-code HTML:

    • Use the Generate Asset Helper agent.

    • Provide:

      • Your variable name (e.g., updated_report)

      • Sample JSON

    The helper will:

    • Ask design questions (layout, font, colors, spacing)

    • Generate a complete HTML template

    • Provide instructions to paste it into your asset block

    Final Setup

    Add a Display Content block:

    • Set the type to HTML

    • Connect it to the output of your Generate Asset block

    Your AI agent will now generate and render a fully styled web page as the final output.

    Styling and Customization

    The HTML template can include embedded CSS using <style> tags. You can:

    • Adjust fonts, spacing, and layout

    • Change image border radius or alignment

    • Modify heading sizes (e.g., h1, h2, h3)

    Edit and preview changes instantly in the asset editor.

    Notes on Variable Paths

    When inserting dynamic content:

    • Use full paths (e.g., {{updated_report.title}})

    • Don’t reference standalone keys (e.g., {{title}}) unless the variable is defined globally

    Summary

    The Generate Asset block allows you to:

    • Display highly customized HTML pages

    • Combine AI-generated content and imagery

    • Provide end users with a rich, professional experience

    For advanced use cases, explore how other MindStudio agents (like “Generate LinkedIn Carousel” or “Generate Podcast”) implement this technique.

    Launch Variables & Global Variables

    Learn the difference between global variables and launch variables in MindStudio workflows to tore data across runs or pass external inputs into an AI agents via API or automation platforms.

    MindStudio supports two powerful types of variables that extend the functionality of your AI agents: Global Variables and Launch Variables. Each serves a distinct purpose and can help you build more advanced, persistent, and externally-driven workflows.

    Global Variables

    Global variables allow you to store values between workflow runs. This is useful when you want to retain state, keep a running record, or reference previous output in future executions.

    Key Features:

    • Prefixed with global.

    • Stored project-wide and persist between agent runs

    • Configurable from the Global Variables tab in the root project folder

    Example: Story Generator

    • A story-writing agent appends new chapters to a global variable called global.story.

    • Each run checks if a story exists:

      • If it does: generates the next chapter.

      • If not: starts a new story.

    This approach is ideal for accumulating content, maintaining histories, or building AI memory-like features.

    Launch Variables

    Launch variables allow you to inject data into your workflow at runtime, often via an external integration (e.g. API, webhooks, Make.com).

    Key Features:

    • Declared in the Start Block

    • Replaces the need for user input blocks when running workflows programmatically

    • Supports structured automation flows like onboarding forms, CRMs, or lead collection

    Example: Sales Collateral via Google Form

    • A Google Form collects company data (e.g. name, representative, company info).

    • A Make.com automation sends these inputs into MindStudio as launch variables.

    • The MindStudio workflow uses these variables to generate personalized sales content.

    • The generated output is passed back and saved to a Google Sheet.

    Launch variables streamline integrations and automate personalized content generation at scale.

    Recap

    Variable Type
    Purpose
    Persistence
    Source

    By using global and launch variables strategically, you can create more intelligent, dynamic, and automated AI agents in MindStudio.

    Routing, Logic, & Checkpoint Blocks

    Learn how to control the flow of your AI workflows using Menu, Jump, Logic, and Checkpoint blocks.

    MindStudio provides four powerful block types that enable dynamic routing and decision-making in workflows. These are ideal for tailoring responses, segmenting processes, and incorporating human feedback.

    Menu Block

    Purpose: Presents users with a selectable menu to route them to different parts of a workflow.

    How It Works:

    Creating Dynamic User Inputs

    Learn to dynamically render user choices, gather additional context interactively, and enhance decision-making within your AI agents.

    Dynamic user inputs allow your AI workflows to adapt and respond to earlier outputs by presenting users with choices or prompts that reflect prior data. This approach makes your AI agents more interactive, relevant, and powerful.

    Scenario: Extracting Entities from a Scraped URL

    In a basic setup, you might scrape a URL and extract entities (e.g., people, organizations) mentioned in an article. The next step could involve presenting the user with these entities to choose one for further research.

    To do this:

    Running Sub-Workflows to Iterate and Process Data

    Learn how to run sub-workflows within a parent workflow in MindStudio to process structured data iteratively.

    Using sub-workflows in MindStudio enables you to break out a specific task (like scraping a URL or generating summaries) and apply it repeatedly across a list of items. This approach is highly effective when dealing with variable-length structured data such as JSON arrays.

    Why Use Sub-Workflows?

    When dealing with dynamic lists (like search results or multiple URLs), manually duplicating logic is inefficient and error-prone. Instead, sub-workflows allow you to:

    {{GoogleNews.articles[0].title}}
    {{#each GoogleNews}}
    ### {{title}}
    [Read Article]({{url}})
    ![]({{thumbnail}})
    ---
    {{/each}}
    {
      "links": [
        "https://example.com/1",
        "https://example.com/2"
      ]
    }
    Write a long-form article about the following topic:
    <topic>{{ topic }}</topic>
    
    Make sure to use markdown formatting.
    
    <example>
    # Title  
    A compelling hook for the article.  
    ## Section Header  
    Multiple paragraphs about the section.  
    - Key takeaway 1  
    - Key takeaway 2  
    ## Conclusion  
    </example>
    Based on the following content, write a simple image prompt for an AI image model:
    <content>{{ text }}</content>
    Based on the following content, write a simple video prompt for an AI video model:
    <content>{{ text }}</content>
    ![Cover Image]({{ image }})
    
    <audio controls>
      <source src="{{ audio }}" type="audio/mpeg">
    </audio>
    
    {{ text }}
    
    <video controls>
      <source src="{{ video }}" type="video/mp4">
    </video>
    cssCopyEditWrite a blog post about the following topic:
    <topic>{{ topic }}</topic>
    cssCopyEditMake sure to use the following tone:
    <tone>{{ tone }}</tone>
    cssCopyEditSummarize all text on the page:
    <content>{{ page_content }}</content>
    <context>
    {{query_result}}
    </context>
    
    Use the info above to answer the following question:
    
    {{query}}

    Set a response size limit, which defines the max output length.

    Add a Generate Text block with a prompt like:
    Display both in the final output.
    Display Content
    blocks to compile results into a final presentation.
    Enable image rehosting if needed.

    A clear description of the page (e.g., “a long-form article page with images above each section”)

    The story is stored and updated in the global.story variable.

  • You can view and edit global variable values under the Global Variables tab.

  • Global Variables

    Save data across runs

    Persistent

    Internal (within MindStudio)

    Launch Variables

    Inject data from external systems

    One-time use

    External (via API or automation)

    Add a Menu Block to your workflow.
  • Define a label (e.g., "What would you like to do?").

  • Add options such as "Generate Text", "Generate Image", and "Generate Video".

  • For each option, connect it to a corresponding block using the output node.

  • Use Case: Allows the end-user to choose an action or path, similar to a multi-choice interface.


    Jump Block

    Purpose: Transfers control from one workflow to another, optionally passing variables between them.

    How It Works:

    • Add a Jump Block at the end of a workflow.

    • Select the destination workflow.

    • Variables (e.g., topic) from the original workflow are automatically passed to the destination.

    Use Case: Ideal for reusing workflows across multiple agents or modularizing large projects.


    Logic Block

    Purpose: Allows the AI to make a decision between multiple branches using its own reasoning.

    How It Works:

    • Add a Logic Block with instructions (e.g., "Decide whether the comment is positive or negative").

    • Define your conditions (e.g., "The comment is positive", "The comment is negative").

    • Pass input (like a comment variable) and route based on AI's decision.

    Use Case: When you want AI to evaluate inputs and choose an appropriate response path automatically.


    Checkpoint Block

    Purpose: Inserts a human-in-the-loop approval or revision step in the workflow.

    Modes:

    1. Approve/Reject: Route based on user approval.

    2. Revise Variable: Let users manually or interactively revise the AI’s output.

    How It Works:

    • Use after a generation block (e.g., a LinkedIn post draft).

    • If revision is enabled:

      • Display the generated result.

      • Allow manual editing or chat-based revision with the AI.

      • Once satisfied, the user can approve to continue the workflow or reject to halt it.

    Use Case: Perfect for QA workflows, content approvals, or publishing pipelines where manual oversight is needed.


    Summary

    Block Type
    Purpose
    Key Features

    Menu

    Let users choose between actions

    Multiple choice UI

    Jump

    Call and switch to another workflow

    Modular design

    Logic

    Let AI make a decision between paths

    AI-powered branching

    Checkpoint

    Insert human approval or revision steps

    By combining these blocks strategically, you can build workflows that are flexible, intelligent, and user-aware—essential for creating production-grade AI agents.

    3/3

    Use a Generate Text block to return a list of entities in a specific JSON format.

  • The JSON should be an array of objects, each with label and subtitle keys:

  • Save this as a variable, e.g., entities.

  • Adding a Dynamic User Input Block

    1. Add a User Input block.

    2. Select Text Choice.

    3. Set the prompt (e.g., "Which entity would you like to research further?").

    4. Under Dynamic Source, specify the variable holding your JSON (e.g., entities).

    5. The selected label will be stored as the input value.

    This enables workflows to dynamically populate input options based on AI-generated data.

    Advanced Use Case: Refining Research Topics

    Sometimes user input is too broad (e.g., just entering "dogs"). To handle this, MindStudio offers a User Context block to gather deeper context through AI-generated questions.

    How It Works:

    1. Collect a general topic input from the user.

    2. Use a User Context block:

      • Set the topic as input.

      • Provide a prompt like: "Help the user refine the topic they’d like to research. Gather more contextual information in order to perform a full research report."

      • Choose the Interview Depth (Quick, Medium, or Thorough).

      • Set a Maximum Question Limit.

      • Save the results in a variable, e.g., topicDetails.

    3. Use topicDetails downstream to:

      • Generate refined search queries

      • Provide detailed context to summarization or report-generation blocks

    This results in much more specific, targeted output.

    Example: Deep Research Agent Flow

    1. Collect topic from the user.

    2. Run a User Context block to gather more details.

    3. Use topicDetails to generate Google search queries.

    4. Scrape and summarize each result in sub-workflows.

    5. Aggregate findings and generate a detailed report.

    This method creates highly accurate and contextual results.

    Benefits of Dynamic Inputs

    • User-Adaptive: Tailors the experience based on AI or previous input

    • Flexible: Works with structured JSON or free-text context

    • Scalable: Enables detailed processing of dynamic lists or open-ended tasks

    Summary

    Use dynamic user inputs when:

    • The user's next step should be informed by previous AI outputs

    • You need to collect deeper, more relevant context

    • You want to make AI workflows more flexible and responsive

    Dynamic inputs are essential for building smart, adaptive AI agents that can guide users and gather meaningful context in real time.

    Reuse logic
  • Keep workflows modular and organized

  • Handle variable-length lists

  • Execute iterations in parallel or sequentially

  • Parent Workflow Overview

    The parent workflow in this example:

    1. Accepts a topic as input

    2. Runs a Google Search block

    3. Iterates over the returned list of URLs

    4. For each URL, runs a sub-workflow to scrape and summarize content

    5. Aggregates the results and uses them to generate a long-form article

    Creating the Sub-Workflow

    The sub-workflow (scrape URL) should:

    • Accept a launch variable: URL

    • Use a Scrape URL block to get page content

    • Generate a summary, key takeaways, and quotes

    • Return a structured JSON object with these outputs

    Example JSON output from the sub-workflow:

    Setting Up the Run Workflow Block

    In the parent workflow:

    1. Add a Run Workflow block

    2. Select the sub-workflow you created

    3. Switch mode to Run Multiple Times

    4. Under Input Data, pass the output from the Google Search block (e.g., search)

    5. Use Auto Extract or JSON Array Input:

    Option 1: Auto Extract

    • Use a prompt like extract all URLs

    • Reference the extracted value as item

    Option 2: JSON Array Input (Recommended for Structured Data)

    • Choose JSON Array Input

    • Use dot notation to reference: item.url

    1. Configure Execution Mode:

      • Parallel: Recommended for speed if iterations are independent

      • Sequential: Use when order matters or there's shared state

    2. Set Error Behavior:

      • Choose whether to fail on errors or ignore failed runs

      • Set retry attempts if needed

    3. Define Output Variable:

      • For example: sources (an array of all scraped summaries)

    Using Sub-Workflow Output

    Once all sub-workflows complete:

    • The output (sources) can be passed into a Generate Text or Generate Asset block

    • You can format this data into:

      • An HTML page

      • A long-form article with footnotes

      • A structured JSON document

    Example Use Case

    • Input topic: "Future of Space Travel"

    • Google Search returns ~27 results

    • Each URL is processed in the scrape URL sub-workflow

    • Resulting summaries are aggregated and used to generate a detailed article with citations and source list

    Benefits of Sub-Workflow Design

    • Scalable: Works with any number of inputs

    • Modular: Easier to maintain or reuse scrape logic

    • Flexible: You can switch sources, change formats, or reuse logic across different agents

    Summary

    Running sub-workflows in MindStudio allows you to:

    • Iterate over dynamic lists

    • Process and transform structured data

    • Improve workflow performance using parallel execution

    • Simplify complex builds with modular design

    Use sub-workflows whenever you need to apply the same logic repeatedly to parts of a list—especially when dealing with external data, scraping, or transforming structured JSON.

    Write a blog post about the following topic:
    <topic>{{topic}}</topic>
    <example>
    ## Title of blog post  
    A compelling hook...  
    
    ### Key Takeaways  
    - Point one  
    - Point two  
    
    ### Conclusion  
    </example>
    Write a TLDDR summary for the following content:
    <content>{{page_content}}</content>
    cssCopyEditBrainstorm an outline and key topics that should be covered when writing an article about the following topic:
    <topic>{{ topic }}</topic>
    Write a long-form blog post about the following topic:
    <topic>{{ topic }}</topic>
    
    Make sure to follow the outline and cover key points mentioned below:
    <key_points>{{ key_points }}</key_points>
    Generate an image prompt that can be used by an AI image model. Make it about the following blog post:
    <blog_post>{{ blog_post }}</blog_post>
    ![Cover Image]({{ image }})
    
    {{ blog_post }}
    <h1>{{updated_report.title}}</h1>
    <p>{{updated_report.subtitle}}</p>
    
    {{#each updated_report.sections}}
      <img src="{{image}}" />
      <h2>{{header}}</h2>
      <p>{{intro}}</p>
    {{/each}}
    [
      { "label": "NASA", "subtitle": "Space agency mentioned in article" },
      { "label": "SpaceX", "subtitle": "Private aerospace company" }
    ]
    {
      "url": "...",
      "summary": "...",
      "takeaways": ["..."],
      "quotes": ["..."]
    }

    Human-in-the-loop control

    AI Prompting Techniques

    Learn to use Markdown, XML Tags, and how to

    Once you have mastered the Context / Task / Format Framework, the next step is to make outputs cleaner, more reusable, and easier to plug into workflows.

    When drafting your AI Prompts, there are patterns can help you turn your basic prompts into more advanced prompts:

    • using Markdown,

    • using variables

    • tagging variables with XML.

    These make your prompts readable for humans, reliable for the model, and predictable for downstream blocks.


    Using Markdown

    Markdown is a lightweight formatting language. It uses simple symbols like #, -, and * to add structure to text — things like headings, bold/italics, bullet lists, numbered lists, code blocks, and tables.

    Why it matters in prompting:

    1. Prompts become more readable. You can break up long instructions into clear sections instead of one big block of text.

    2. Responses become more structured. You can tell the AI to output answers as Markdown so they’re consistent, readable, and easy to reuse in docs, tickets, or other tools.

    Markdown formatting Quick Guide:

    For more information, check out this to learn about different ways you can format text using Markdown.

    Using Markdown in Prompts (for readability)

    When you write a longer prompt, Markdown makes it easier for you (and teammates) to scan later. Adding Headings, lists, and code blocks turn your prompt into a mini instruction document rather than a wall of text.

    Example:

    Using Markdown in AI Responses (for template formatting)

    You can also tell the AI to return its output in Markdown. This enforces a repeatable structure and prevents free-form answers that are hard to work with.

    Example:

    NOTE: Notice how in this example we use Markdown in both ways.


    Using Variables

    Variables let you insert dynamic values into prompts without rewriting them each time. In MindStudio, variables are always written in double curly braces: {{varName}}.

    When your workflow runs, these variables are replaced with live data.

    Why Variables Matter

    • Personalization: Insert user inputs, or large data automatically.

    • Reusability: Add the same variable as context in multiple places in your AI Agent.

    • Flexibility: Variables can be used in across all blocks in MindStudio.

    How They Look in a Prompt

    When the workflow runs, {{customerName}} is replaced with the actual name and {{meetingNotes}} is filled with content from a transcript or notes block.

    Good Habits

    • Use descriptive names:

      • ❌ Bad variable names: var1 , a , xyz

      • ✅ Good variable names: renewalDate , firstName

    Tagging Variables with XML Tags

    Sometimes you’ll have multiple variables or large chunks of text. To keep things clear, make sure to wrap them in XML tags using <>.

    Tagging allows you as a way to label different pieces of information for the AI model and shows the AI model where each label begins and ends.

    How to Use XML Tags:

    • Use opening tags: <tagName>

    • Whatever content you want to label with tags goes in the middle. This can be a {{variable}} or plain text.

    • At the end, make sure to close your tags with </tagName> . Notice the / before the tag name.

    NOTE: This is standard practice across prompting across major model providers.

    Why Tagging Your Variables Helps

    • Separates multiple variables cleanly.

    • Makes it easy for the AI to ground its answers to the right source.

    • Helps AI Models can reliably extract specific values from data.

    How XML Tags look in an AI Prompt

    NOTE: Notice how in this example we use XML tags to label the example output in addition to labeling contextual information.


    Context Engineering

    Basic prompting is about clarity, and context engineering is about giving the AI the right information to work with. The more relevant and well-structured the context you provide, the more accurate and useful the AI’s answers will be.

    If you don’t give the AI model the background materials they need to complete the task, it will just make things up. On the other hand, if you give the AI model too much information with no guidance, they’ll get overwhelmed.

    Context engineering is how you give just the right amount of background, in the right way.

    Why Context Matters:

    • Grounding: Prevents the AI from guessing by supplying the facts it should rely on.

    • Relevance: Keeps answers tied to your data, not general internet knowledge.

    • Control: Lets you shape the “memory” of the model so it stays on task.


    Context Engineering Techniques

    1. System Prompt

    In the System Prompt Tab, can include a prompt to guide the AI’s behavior or provide global information that you’d like your AI Agent to know about. This acts like the intern’s “job description.”

    Example:

    2. Reference Materials

    You can inject documents, transcripts, notes, or snippets directly into the prompt. This ensures the AI bases its answer on your content, not what it happens to know.

    3. Instruction Hierarchy

    Make it clear which rules take priority.

    Example:

    “Always base your answer on the supplied transcript, even if you know other information.”

    4. Variables + Tags

    Use {{variables}} to pass in dynamic context like customer names, transcripts, or notes. Wrap large chunks in <tags> so the AI knows where they begin and end.


    Prompt Example (with Context Engineering)

    Good Practices:

    • Keep context relevant — don’t paste in entire documents if only one section matters.

    • Segment long text with clear tags so the AI doesn’t confuse sources.

    • Be explicit: tell the AI to “only use the supplied material.”


    Prompt Writing Checklist

    • Did you provide enough background info for the AI to understand the request?

    • Did you limit context to only what’s relevant?

    • Did you tag variables or long text so the AI can clearly separate them?

    • Did you tell the AI which context takes priority?

    ,
    summary
  • Keep long text blobs (like transcripts) in separate sections, not mixed into a single instruction.

  • Did you define the task clearly, with no ambiguity about what should be done?

  • Did you specify the format for the response so it comes back structured and easy to use?

  • Did you keep instructions concise and avoid burying the key ask inside a wall of text?

  • Did you check for consistency — e.g., if you asked for Markdown output, did you state “return Markdown only”?

  • Did you handle edge cases (e.g., “if no data is found, say ‘No results available’”)?

  • Did you include constraints where needed (e.g. length, tone, audience)?

  • full markdown cheat sheet
    See Anthropics docs to learn more.
    # H1 Header
    ## H2 Header
    ### H3 Header
    
    **bold text**
    
    *italic text*
    
    ***italic and bold text***
    
    - bullet point item
    - bullet point item
    
    1. numbered list item
    2. numbered list item
    
    [linked text](<https://www.example.com>)
    
    ![image](<https://image.jpg>)
    # Context
    Topic: AI Agents in the workforce
    Audience: AI beginners who want practical tips
    
    # Task  
    Write a professional but friendly LinkedIn post.  
    
    # Response Format  
    - Keep it under 150 words  
    - Use a conversational tone  
    - Include 3 bullet points for key takeaways    
    # Context
    Product Team Meeting Transcript
    
    #Task
    Summarize the transcript and extract all action items with the person responsible and the due date.
    
    # Response Formatting
    Present the results as a that include: 
    - an easily scannable TL;DR list of items discussed
    - a table of action items that correspond to the people they were assigned to
    
    Your response should look like this:
    
    ## Meeting Summary
    - 3-5 bullet point
    
    ## Decisions Made
    - Bullet list
    
    ## Action Items
    | Assignee | Task | Due Date |  
    |----------|------|----------|  
    ## Context
    Customer Name: {{customerName}}
    Meeting Notes: {{meetingNotes}}
    
    ## Task: 
    Draft a follow-up email to  after their onboarding call.
    
    ## Format: 
    Return Markdown with:
    # Subject
    # Email Body (3–4 sentences, friendly tone)
    # Next Steps (based on meeting notes)
    <tagName>Content or {{variables}}</tagname>
    <customerName>{{customerName}}</customerName>
    <meetingNotes>{{meetingNotes}}</meetingNotes>
    
    ## Task: 
    Draft a follow-up email to <customerName> after their onboarding call.
    
    ## Format: 
    Reply with the content of the email and nothing else.
     
    <exampleOutput>
    Subject: (Subject line of the email)
    
    Body: 
    (3–4 sentences, friendly tone)
    
    Next Steps:
    (4-6 bullet points based on <meetingNotes>)
    </exampleOutput>
    ## Role
    You are a Customer Success AI Assistant.  
    
    Your role is to help Customer Success Managers (CSMs) by drafting summaries, emails, and action items that save them time and ensure accuracy.  
    
    ## Info you should always remember:  
    - Prioritize clarity and professionalism in every response.  
    - Always keep answers concise, focusing on key details rather than long explanations.  
    - Never invent information. If something is missing from the context provided, state it clearly.  
    - When presenting information, use Markdown formatting with clear headings and bullet points.  
    - When referencing customers, always use the provided {{customerName}} variable.  
    - Base recommendations only on the supplied transcripts, notes, or variables, not on outside assumptions.  
    
    <meetingTranscript>
    {{meetingNotes}}
    </meetingTranscript>
    
    ## Task:
    Extract all action items with assignees and due dates.
    
    Always base your answer on the <meetingTranscript>, even if you know other information.
    
    ## Format: 
    Return Markdown with:
    - One paragraph summary of the call
    - Action Items Bullet list with [Assignee]: [Task] (Due: Date)