Lesson 1 of 4 · 4 min

The team for this work

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

01

The principle

Start from the work, not the tool: Spreadsheet review, invoice filing, deadline tracking and a month-end status as a team of agents that ties every number back to its source rows. The team is Sol · Spreadsheets (Spreadsheet review and reporting), Ivy · Invoices (Invoice and expense organisation), Deadlines (Deadline and renewal tracking), Month-end (Weekly status reporting). Each starts from a Marketplace template, imported as your own copy, renamed and re-goaled on the setup card; nothing personal and no creator credentials come with a template.

Spreadsheet review and reporting, the first hire, in the Marketplace.
02

Try it in Oppermind

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

Try this
Marketplace → Agent templates → open Spreadsheet review and reporting. Read Instructions, then Integrations.
What you getYou know the job it is written for and the sources it will ask for: the workbooks you attach.
Keep it usefulWork on a real task and review the result before moving on.