Agent Templates

Agent Templates are ready-made Custom Agents for common IT jobs. A template pre-fills the agent form with a name, description, instructions, and triggers, and turns on the Primo connector. You review it, adapt it to your company, and create it like any other agent.

Start from a template

Go to AI Agents > Agents

Click Browse templates. The Templates catalog opens.

Find a template

Search by name, or filter by Category. To build an agent without a template, click Start from scratch.

Open the template

Click a template card. The agent form opens, pre-filled.

Adapt it to your company

Read the instructions end to end and replace anything generic with your own people, thresholds, and policies. Then check the rest of the form:

Triggers — most templates run on a schedule at 09:00 (daily, every Monday, or on the 1st of the month). Change the time zone, day, or frequency to fit your team. Custom Field Updater has no trigger: add one before you create the agent.
Knowledge — pick the published knowledge base items the agent should follow.
Connectors — only the Primo connector is on. Turn on any other connector the job needs, and review the tool policies.

Click 'Create'

The agent is created enabled and runs on its next trigger. Changes you make don’t affect the template.

Available templates

MDM

Template	What it does	Default trigger
Vulnerability Scanner	Finds the software, OS, and package versions that are exposed, and opens a ticket proposing the upgrade rather than pushing it.	Daily

Offboarding

Template	What it does	Default trigger
Leaver Access Sweep	Checks the employees who already left for any live account or device still assigned to them.	Weekly

Platform

Template	What it does	Default trigger
Custom Field Updater	Keeps a custom field up to date from rules you write. Where AI autofill sets a value once, this agent keeps it true over time.	None — add one

Purchasing

Template	What it does	Default trigger
Delivery Watchdog	Spots a delivery slipping before the new hire does, and tells the person waiting what happened, what it affects, and what comes next.	Daily
Purchasing Planner	Tells you when to buy so that you keep the target stock you set, and a new hire never waits for an order.	Monthly
Stockroom Auditor	Lists the devices assigned to nobody: where they are, what condition they are in, and which are ready to assign.	Monthly
Weekly Order Recap	Lists every order of the week with its employee, amount, invoice, and purchase order.	Weekly

Reporting

Template	What it does	Default trigger
Audit Evidence Pack	Assembles the evidence an auditor asks for: inventory, encryption, enforcement, and access removal.	Monthly
Monday Briefing	Summarizes the week ahead: who arrives, who leaves, and what is already late, ranked by consequence.	Weekly
Monthly IT Report	Writes the monthly fleet, security, and spend report for your finance team.	Monthly

SaaS

Template	What it does	Default trigger
Orphan Seat Auditor	Finds the SaaS seats that belong to nobody, tells a service account from a forgotten user, and proposes what to reclaim.	Monthly
SaaS Deduplicator	Finds applications that do the same job, for example Figma and Miro, and names the pairs.	Monthly
SaaS Financial Completeness	Goes after SaaS applications with no cost recorded: asks for the invoice, or proposes connecting the system that has it.	Monthly
Shadow App Triage	Turns discovered applications nobody has reviewed into a short list of decisions: approve, consolidate, or let go.	Weekly

Tickets

Template	What it does	Default trigger
Stalled Ticket Chaser	Finds the tickets that stopped moving, works out what each is waiting on, and asks that person by name.	Daily

Each template’s instructions say what the agent may do on its own and what it must propose for your approval. The tool policies on its connectors still apply on top: set them before you create the agent.

Custom Agents: every field of the agent form, runs, and agent management.
Built-in Agents: the agents Primo ships with.
Knowledge base items: the policies and procedures agents draw on.

Welcome to Primo

Platform configuration

Onboardings & Offboardings

AI Agents

Helpdesk

Device Management

Endpoint Protection

SaaS Management

Global Purchasing

Start from a template

Available templates

MDM

Offboarding

Platform

Purchasing

Reporting

SaaS

Tickets

​Start from a template

​Available templates

​MDM

​Offboarding

​Platform

​Purchasing

​Reporting

​SaaS

​Tickets

​Related

Start from a template

Available templates

MDM

Offboarding

Platform

Purchasing

Reporting

SaaS

Tickets

Related