Creating your first agent with Ubby is surprisingly simple. You won't configure anything manually, you won't touch any technical settings, and you won't need to understand how AI works. You'll simply have a conversation with the Agent Builder, describe what you want automated, and watch it set everything up for you.
This tutorial walks you through creating a practical agent that handles real work. By the end, you'll have an agent ready to automate a weekly task, and you'll understand the basic pattern for creating any agent in Ubby.
Before you start: choosing your first task
The best first task should be something you do regularly so you immediately feel the time savings. It should be straightforward enough that you can easily verify the results. And it should be valuable but not so critical that you'd be anxious about automation the first time.
Here are some ideal first tasks.
You might send a weekly summary email to your team every Monday.
You might need to extract data from reports and organize it into spreadsheets.
You might regularly compile information from multiple sources.
You might create status updates based on data from your tools.
For this tutorial, we'll create an agent that generates a weekly email summary based on important messages in your inbox. This task is perfect because it's repetitive, has a clear structure, and the result is easy to verify.
Step 1: Access the Agents section
When you log into Ubby, look at the left sidebar. You'll see several options including a section called Agents. Click on it.
You'll arrive at an interface showing three tabs:
My Agents (your created agents) | Marketplace (agents created by other users) | My Templates (saved agent configurations). |
To create a new agent, click the Create Agent button. This opens the agent creation interface.
Step 2: Meet the Agent Builder
You'll see a clean interface with two tabs at the top: Agent Builder and Config.
The Agent Builder is where you'll start. It's a conversational interface where you simply describe what you want the agent to do, and it configures everything automatically. Think of it as talking to an expert who knows how to set up agents and does all the technical work for you.
The Config tab shows all the technical settings, but you don't need to go there yet. The Agent Builder will handle everything and you can review the configuration afterward if you're curious.
Step 3: Describe your task to the Agent Builder
In the Agent Builder interface, you'll see a chat area where you can type your request. Here's where you explain what you want automated, just like you'd explain it to a colleague.
Type something like this:
Every Monday morning, check my email inbox for any messages flagged as important from the past week. Create a summary document that lists each important message with the sender, subject, and a brief description of what action is needed. Save this summary to my Google Drive in the Weekly Summaries folder with the filename that includes the current date.
Notice you're just describing what you want to happen. You're not explaining how to connect to Gmail or how to format documents. That's all handled automatically.
Press send, and watch what happens.
Step 4: Watch the Agent Builder work
The Agent Builder immediately springs into action. It analyzes your request and starts configuring your agent step by step. You'll see it working through everything:
First, it understands your requirements. The Agent Builder explains back to you what it understood: "I'll help you create an automated weekly email summary agent. This combines email monitoring, document creation, and cloud storage integration."
Then it checks your current setup. It looks at what tools and connections you already have available.
Next, it identifies what's needed. You'll see it list the specific tools required, like Gmail tools for email access and Google Drive tools for file storage. It explains which integrations need to be connected.
Finally, it creates connection links. When you need to connect Gmail or Google Drive, the Agent Builder generates secure connection links and guides you through the process.
Step 5: Connect your tools
When the Agent Builder identifies that you need to connect Gmail and Google Drive, you'll see clear instructions with clickable links.
Click the first connection link for Gmail. A secure window will open using Pipedream (the connection service Ubby uses). You'll see a simple interface explaining that Ubby uses Pipedream to connect your account securely.
Click Continue, then select which Google account you want to use. Once you authorize the connection, you'll see a confirmation: "Successfully connected your Gmail account!"
Repeat the same process for Google Drive. The connection takes just a few seconds.
Once both tools are connected, return to the Agent Builder. It will automatically detect the successful connections and continue setting up your agent.
Step 6: The Agent Builder configures everything
Now comes the impressive part. The Agent Builder examines all the available tools from your connected accounts and selects exactly the ones your agent needs.
For Gmail, you'll see it enable tools like:
gmail-find-emailto search for important messagesgmail-list-labelsto understand your email organization
For Google Drive, it enables tools like:
google-drive-create-file-from-textto create the summary documentgoogle-drive-find-folderto locate your Weekly Summaries foldergoogle-drive-create-folderin case the folder doesn't exist yet
The Agent Builder explains its choices: "For your weekly email summary automation, I recommend these specific tools..." and shows you exactly which ones it selected and why.
If you're happy with the recommendations, simply confirm. The Agent Builder immediately configures all the tools for your agent.
Step 7: Scheduling the automation
The Agent Builder continues by setting up when your agent should run. It creates a scheduled trigger for Monday mornings based on your original request.
You'll see it working: "Now let me create the scheduled trigger to run this workflow automatically every Monday morning."
In a real scenario, you'd see the trigger successfully configured. For now, the Agent Builder explains alternative ways to use your agent even if scheduled triggers have limitations.
Step 8: Final configuration and naming
The Agent Builder wraps up by creating a complete configuration for your agent. It writes detailed instructions that define your agent's role and responsibilities.
You'll see it create:
A clear agent name: "Weekly Email Summary Assistant"
A specialized identity explaining what the agent does
Detailed instructions covering email monitoring, content analysis, report generation, and file management
Standards for how the agent should structure its reports
All of this happens automatically while you watch. The Agent Builder is essentially training your agent to be an expert at this specific task.
Step 9: Review the configuration (optional)
Once the Agent Builder finishes, you can click on the Config tab to see everything it configured. This is optional, but it's interesting to understand what happened behind the scenes.
In Config, you'll see several sections:
Instructions - The detailed guidelines the Agent Builder wrote for your agent, explaining exactly how to handle email summaries.
Default Tools - The built-in capabilities every agent has, like web search, file management, and browser automation.
Integrations & MCPs - Your connected services (Gmail and Google Drive) with the specific tools enabled. You can see exactly which actions your agent can perform in each service. You have complete control here and can enable or disable individual tools.
Triggers - Where scheduled or event-based triggers would appear.
Knowledge Base - Where you could add reference documents for your agent to consult.
Workflows - Where complex multi-step processes would be defined.
Everything you see in Config was set up automatically by the Agent Builder based on your simple description.
Step 10: Start using your agent
Now your agent is ready. Go back to the Ubby home screen by clicking the Ubby logo in the sidebar.
Click the + button at the top left to start a new task.
In the chat interface, you'll see a dropdown to select which agent to use. Choose your newly created "Weekly Email Summary Assistant."
Now you can interact with your agent. Since the scheduled trigger isn't active yet, you can manually ask your agent to generate the summary: "Generate my weekly email summary" or "Create the weekly summary for important emails."
Your agent will immediately start working. It will search your Gmail for important emails from the past week, analyze each one, create a formatted summary document, and save it to your Google Drive in the Weekly Summaries folder.
You'll see each step as it happens, and when it's done, you'll have a direct link to the document it created.
What you've learned
By creating your first agent with the Agent Builder, you've discovered how Ubby makes automation genuinely accessible.
You learned that creating agents doesn't require technical expertise. You just describe what you want in plain language, and the Agent Builder handles all the configuration work. You don't need to know which tools exist, how they connect, or what permissions they need.
You saw that the Agent Builder thinks through the entire setup. It identifies requirements, connects the necessary services, selects the right tools, creates the configuration, and even helps with scheduling. It's like having an expert assistant who knows exactly how to build agents.
You discovered that you maintain complete control. Even though the Agent Builder automates the setup, you can review everything in the Config tab. You can see exactly what tools your agent can use, which permissions it has, and how it's configured. Nothing is hidden or mysterious.
You experienced the difference between configuration and conversation. Traditional automation tools force you to configure workflows manually, selecting from dropdown menus and connecting boxes. Ubby lets you simply explain what you want and handles the technical details automatically.
Next steps
Now that you have a working agent, you can explore different directions. You might create variations for other repetitive tasks using the same conversational approach with the Agent Builder. You might review the Config tab to understand how your agent is structured. You might start using your agent regularly and refine its instructions based on the results.
The next article in this series will show you how agents think and work in detail, helping you understand the reasoning process that happens when your agent executes tasks. This understanding will help you create more sophisticated agents and troubleshoot situations where results don't match expectations.
But take a moment to appreciate what just happened. You had a brief conversation with the Agent Builder, connected a couple of accounts, and now you have an autonomous agent ready to handle a weekly task automatically. That's a completely different way of working with automation, and it's just the beginning of what you can do with Ubby.