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Quick Start: create your first agent

Ordify AI is a no-code platform where you build AI agents that know your business, use your tools, and work alongside your team. This guide gets you from zero to a working, business-relevant agent in under 5 minutes.

What you need: An Ordify account. Sign up at app.ordify.ai/signup.

Step 1: Create a simple, business-relevant agent​

In the Ordify sidebar, click the "+" button next to Agents to open the agent creation modal, then click Agent Builder.

When prompted, describe a scenario that matters to your business but doesn’t require deep domain expertise. For example:

  • Mission: "Help our sales reps turn rough meeting notes into polished follow-up emails they can send to prospects."
  • Personality and behavior: "Act as a helpful sales assistant. Be concise and professional. Use the notes I provide to draft clear follow-up emails with next steps and a friendly tone."

Click Generate Agent. Ordify automatically fills in the agent's Goal, Role, Instructions, Backstory, and Description.

Step 2: Review and create​

Browse the tabs to review what was generated. Edit any field you want to adjust — rename the agent, tweak the instructions, or upload an avatar image. When you're happy, click Create Agent.

Step 3: Send your first business task​

Your agent now appears in the left sidebar. Click on it to open a direct chat.

Paste some recent sales meeting notes and ask the agent to draft an email you can send, for example:

"@SalesFollowupAgent Draft a follow-up email for this prospect based on these notes. Keep it under 200 words and include 2 clear next steps."

Review the draft, make any edits you like, and send it from your usual email client.

What to do next​

Now that you have a working agent, here's how to make it more capable:

  • Connect apps: Give your agent access to Gmail, Google Sheets, Slack, and 3,000+ other applications. See Connect an app.
  • Add knowledge: Upload documents so your agent can answer questions from your own data. See RAG setup.
  • Add skills: Attach focused instruction sets that make your agent precise for specific workflows. See What is a skill.
  • Build a job: Have multiple agents work together on a complex task. See What is a job.

For a deeper workshop-style walkthrough with video demos, see the Agent Creation guide.