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The fastest way to experience Scout is to let an agent set itself up. In about five minutes, you’ll have a personal AI assistant connected to your calendar, email, and chat platform — and delivering a daily briefing every morning. All you need is a Scout account (a free plan is available) and a few minutes to answer some questions.
Prerequisite: A Scout account. Sign up at scoutos.com — no credit card required for the free plan.
1

Get Started with a Template

The fastest way to create your first agent is with a pre-built template from the Marketplace.
  1. Open Marketplace in Scout Studio
  2. Find the Personal Agent template
  3. Click Use Template
  4. Complete the 12-question interview
The interview covers your working style, communication preferences, and the tools you use most. Once you finish, your agent is live — send it a message to see how it responds.
Be honest and specific in the interview. The more context your agent has about how you work, the more useful it will be from day one.
2

Connect Your Calendar

Your assistant can connect tools for you. You don’t need to navigate settings menus or configure integrations manually.Ask your assistant:
Help me connect my calendar.
It will guide you through the authorization steps and confirm when the connection is live. Once connected, your agent can check your schedule, find open meeting times, and remind you of upcoming events.
3

Connect Your Email

Give your agent the ability to read, summarize, and draft emails on your behalf.Ask your assistant:
Help me connect my email.
Your agent will walk you through connecting Gmail, Outlook, or another provider. After that, it can triage your inbox, surface important messages, and draft replies — all from a single prompt.
4

Connect Your Chat Platform

Talk to your agent where you already work. Slack and Telegram are both supported.Ask your assistant:
Help me connect Slack.
or
Help me connect Telegram.
This is where your agent will reach you day-to-day. Once it’s set up, you won’t need to open Scout Studio to interact with it — just message it directly from your chat app.
Add only one tool at a time and verify each connection before moving to the next. It’s easier to troubleshoot a single integration than to untangle multiple ones at once.
5

Schedule Your Daily Brief

Set up a morning routine that keeps you informed before the day begins. Copy and paste the prompt below directly to your assistant:
Set up a daily brief that runs every morning at 8:00 AM.
It should check my email for important messages, review my
calendar for the day's events, search for news on topics I
care about, and post a summary to my Slack or Telegram channel.
Your assistant creates the schedule for you — no manual configuration needed. Check back the next morning to see your first brief arrive in your chat platform.
You can adjust the time, news topics, and output format by simply asking your assistant to update the brief. Changes take effect on the next scheduled run.

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Key Principle

Your assistant is equipped to help you integrate with all core tools. You don’t need to dig through settings menus or read integration documentation. If you’re unsure how to do something, just ask — your agent can configure itself, schedule tasks, and connect tools on demand.

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Tips for Getting the Most Out of Your Agent

  • Be specific — Clearer instructions produce better results. Instead of “summarize my emails,” try “summarize unread emails from the past 24 hours and flag anything that needs a reply today.”
  • Chat regularly — Your agent becomes more useful the more context it has. The more you interact, the better it understands your priorities.
  • Ask for anything — If you’re unsure whether your agent can do something, just ask. It will tell you what it needs to make it happen.
  • Iterate freely — You can update your agent’s instructions, add tools, or change its schedule at any time by chatting with it directly.

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What’s Next

Core Concepts

Understand agents, instructions, databases, workflows, and the other building blocks of Scout.

Integrations

See every tool and service your agent can connect to.

Agent Templates

Explore pre-built agents beyond the personal assistant — for support, research, and more.

Agents Overview

Go deeper on building intelligent agents that adapt and take action.