AI Agents Automation Agentic Workflows

Agent Task Template

A reusable AI agent task template with variables for objective, context, available tools, constraints, success criteria, failure handling, and output format.

Overview

Vague agent task prompts produce either excessive confirmation-seeking or unconstrained execution — neither of which is useful in a real workflow. This template encodes everything an agent needs to act autonomously: the objective stated as an outcome, the tools it can use, explicit boundaries on what it should not do, and measurable success criteria so it can self-assess before completing the task. The failure handling variable prevents the agent from silently delivering incomplete results when it hits a blocker.

Workflow

  1. Define objective as an outcome, not a process

    The objective variable should describe what done looks like, not what to do. 'Produce a structured comparison of three vendor proposals with a recommendation' is an outcome. 'Research vendors' is a process.

  2. Fill in the template variables

    Open in Prompt Template Builder. Variables: agentRole, objective, context, availableTools, constraints, successCriteria, failureHandling, outputFormat.

  3. Write testable success criteria

    Success criteria should be verifiable by the agent without asking you. 'The output includes a recommendation with reasoning' is testable. 'The output is good' is not.

  4. Specify failure handling explicitly

    The failureHandling variable prevents silent failure. Tell the agent what to do when it hits a blocker: 'If a source is unavailable, note it and continue with remaining sources' is more useful than no instruction.

Why This Works

  • Requiring the agent to confirm its understanding of the objective before executing surfaces misinterpretations before they result in wasted work
  • Explicit constraints prevent well-intentioned agents from taking actions that are outside the intended scope — the most common source of agentic failures
  • Testable success criteria allow the agent to self-assess rather than relying on the human to determine if the task is complete
  • Failure handling instructions eliminate the silent failure mode where the agent delivers a partial result without flagging what is missing

Best for

  • Multi-step tasks where the agent needs to make decisions without constant human input
  • Workflows where you want explicit confirmation of understanding before execution starts
  • Tasks with clear success criteria that the agent can evaluate its own output against
  • Recurring agent tasks that benefit from a stable, reusable prompt structure

Not for

  • Simple single-turn requests — the structure overhead isn't justified for quick lookups
  • Tasks requiring real-time tool access you haven't configured in the agent environment
  • Situations where the constraints or success criteria cannot be specified in advance

Use cases

  • Dispatching an agent to research, summarize, and structure content from multiple sources
  • Running an automated review or audit task with explicit pass/fail criteria
  • Building a reusable task template for a recurring agent workflow in your team
  • Testing agent behavior with consistent task prompts across different models

Tip: Save time by exploring related resources and tools that integrate with this workflow.

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