Manage Templates
Configure custom research templates
Overview
Extruct AI allows you to configure highly-specialized research templates to solve for your specific needs. You can either customize existing prebuilt templates or build your own from scratch.
Go to "Manage Templates" to create and manage custom templates
Research Template Editor
Once you click “Customize” or “Create”, Research Template Editor will open.
Research Template Editor
The template is composed of fields. You can reuse pre-built fields or create custom fields needed for your analysis.
Each field can be flexibly configured with agent type, llm model, output format, and your custom prompt.
Agent Type
- RESEARCH: Default agent type that can search the Internet and navigate web pages & data sources to find company-related facts you’re looking for. For all RESEARCH fields, Extruct AI will also include sources where the answer was found.
- LLM: Plain LLM agent type. You can pass context from other fields and instruct LLM on what to do (e.g., write a report or format the data).
- LINKEDIN: Agent that can scrape company & people LinkedIn profiles. Input must be a valid LinkedIn URL of a company or a person. See Company Recent Activity example.
LLM Model
Extruct AI supports both OpenAI and Anthropic models. Up until recently, Anthropic Haiku would be our rule-of-thumb recommendation. However, after GPT4o-mini came out, we found it performed the best, according to our internal experiments.
Output Format
Extruct AI supports multiple output formats:
| Name | Description |
|---|---|
| Text | Output is free-form text. You can include custom output formatting instructions inside the prompt. |
| URL | Output is a URL. It is useful when finding website links, social media profiles, etc. Output example: https://extruct.ai |
| Number | Output is a numerical value or a range. Useful for employee counts, revenues, funding raised, etc. Output examples: 1984, 10-50, $1.3B, $1-10M |
| Labels | Output is one of the predefined values. Useful for labeling or classification tasks. |
Fields Dependencies
You can construct infinitely complex research templates where field outputs are passed as inputs into other fields.
Use curly braces to refer to other fields.
Examples:
- Refer to the input field:
Find careers page URL on company website {inputs.website}. - Refer to another field:
Visit careers page URL {careers_page_url} and summarize what positions the company is currently hiring for.
Writing Prompts
Refer to our Writing Prompts guidelines.