The Ubby marketplace works like a template library, similar to how Notion templates function. When you find an agent template you want to use, you install it into your workspace, connect your own tools and credentials, and the agent becomes yours—customized with your data and access permissions while benefiting from the workflow and configuration expertise embedded in the template.

This peer-to-peer nature creates a unique dynamic. When an accounting professional shares an agent template for preparing VAT declarations, that template embodies years of experience with actual client files, edge cases discovered through real practice, and optimizations learned from repeated execution. The agent reflects not just technical capability but domain expertise accumulated over time.

The marketplace is organized into categories, with agents labeled as "Community" contributions. You can browse by industry (accounting, legal, HR), by function (document management, client communication, reporting), or simply search for specific needs. Each agent template shows when it was created and who contributed it, helping you understand the source and context.

Installing an agent from the marketplace follows a straightforward workflow:

The key distinction from using a pre-built software tool is that the agent truly becomes yours. You are not accessing someone else's agent; you are creating your own instance based on their template, using your credentials, acting on your data. The template provides the intelligence and workflow, while you provide the context and access.

Finding the right agent template for your needs requires understanding how to navigate the marketplace effectively.

The marketplace currently shows all available templates in a grid view, with filtering options at the top. You can filter by:

Each template card displays essential information at a glance: the agent's icon and name, a brief description, the creator (typically "by Community"), and the creation date. This information helps you quickly assess which templates might be relevant to your needs.

Once you have identified a promising template, the installation process makes it yours.

The most important step in installation is connecting the external services the agent needs. When you install a template, Ubby identifies which services it integrates with and prompts you to authenticate.

For example, if an agent template needs to access your Gmail and Google Drive, you will see a connection step asking you to "Connect Gmail Complet - [Agent Name]" and "Connect Google Drive - [Agent Name]". You can either select an existing connected profile if you have already authenticated these services for other agents, or create a new connection.

This credential management ensures security and isolation. Your authentication credentials are stored securely, and each agent uses only the permissions you explicitly grant. If you later decide to remove an agent, you can also revoke its access to your services.

After connecting credentials, you give your agent a meaningful name. The template provides a default name, but you should customize it to reflect how you will use this specific instance.

For example, if you install a "Veilleur Juridique" template, you might name your instance "Legal Monitor - Tax Law" if you plan to focus it specifically on tax law developments, or "Legal Monitor - Employment Law" for a different focus. This naming helps you manage multiple agents as your automation grows.

When installation completes, the agent appears in your "My Agents" section. What exactly did you install? You received:

What you provide to make it work:

This combination of template intelligence and your specific context creates a powerful automation tool tailored to your needs.

While templates come pre-configured, you can and should adapt them to match your specific workflows and preferences.

After installing a template, you can modify how the agent works. This might involve adjusting the instructions it follows, changing the tools it connects to, or modifying the output format it produces.

For instance, if a reporting agent template generates weekly summaries, but you prefer bi-weekly summaries with more detail, you can modify the agent's instructions to reflect this preference. The template provided the foundation, but you shape it to your exact needs.

The real power often emerges when you combine marketplace templates with custom agents you have built yourself. A marketplace template might handle a common task very well, while your custom agents address your firm's unique processes. Together, they create a comprehensive automation system.

For example, you might use a marketplace template for standardized data extraction from accounting systems because many people need this functionality and the template has been refined through extensive use. But you combine this with your custom agent that applies your firm's proprietary analytical framework to that data, producing insights specific to your client advisory approach.

Templates excel when you need to solve a problem that many professionals face. If you need to monitor industry news, manage document reminders, or prepare standard reports, there is likely a template that captures best practices for that task.

Build custom agents when your needs are truly unique to your firm, when you have proprietary processes that differentiate you competitively, or when you need precise control over every aspect of the workflow. The investment in custom development pays off when the template-based approach does not quite fit.

As you develop expertise in building custom agents for your own needs, you might consider sharing some of your creations as templates on the marketplace. Contributing to the marketplace builds the community while establishing your expertise.

The best templates to share solve problems many professionals face, work reliably across different contexts, and embody expertise or optimizations that would take others significant time to replicate.

Look for agents where you have achieved something that others would find valuable. Perhaps you have created an agent that elegantly handles a particularly tricky regulatory requirement. Maybe you have built an agent that automates a tedious process in a way that is dramatically faster than manual work. Or you might have developed an agent that integrates multiple tools in a clever way.

Consider the balance between the value you provide by sharing and the competitive advantage you might give up. Some agents embody proprietary processes that differentiate your firm and should remain private. Other agents address common challenges where sharing builds your reputation without sacrificing competitive position.

Before sharing an agent template, invest time making it accessible to others who do not have your specific context.

First, generalize any aspects overly specific to your environment. If your agent refers to your internal systems by name, remove these references or make them configurable. If your agent embeds your firm-specific data, extract this so others can provide their own data.

Second, create a clear description explaining what the agent does, what prerequisites it requires, and what outcomes users can expect. Remember that other users do not have the tacit knowledge you accumulated while building the agent. Make explicit everything someone would need to know to use it successfully.

Third, test the agent template in a clean environment. Verify that someone without your setup can install it, connect their credentials, and use it successfully. This testing reveals dependencies you might have overlooked.

The template description is your opportunity to help potential users understand quickly whether your agent solves their problem. An effective description follows a clear structure:

Beyond using templates directly, the marketplace serves as an educational platform where you can study how experienced practitioners have solved various automation challenges.

When you install and examine a marketplace template, you can learn about approaches you had not considered. Perhaps the template uses a clever workflow structure that efficiently handles a complex process. Maybe it integrates tools in a way that you did not realize was possible.

This learning applies even if you do not ultimately use the template long-term. Understanding how others have tackled similar problems expands your thinking about what is possible and how to approach your own automation challenges.

As you explore multiple templates addressing similar challenges, patterns emerge about what works well. You might notice that templates handling financial data consistently include certain validation steps. Or you might observe that templates managing client communications follow particular approaches for personalization.

Incorporate these patterns into your own agent development. They embody collective learning from practitioners encountering real situations. While not every pattern applies to every context, understanding common approaches helps you make better design decisions.

As the Ubby marketplace grows, it will evolve in ways that create increasing value for both users and contributors.

Future iterations of the marketplace will likely include mechanisms for users to rate and review templates, helping others identify which templates deliver the most value. This community validation will create natural quality pressure where templates that work well rise to prominence.

As the marketplace matures, expect to see deeper specialization as contributors identify and serve narrower niches. This specialization means that regardless of how specific your situation, you will increasingly find templates tailored precisely to your context.

For accounting professionals, this might evolve from generic bookkeeping templates to templates specialized for specific industries, business models, or regulatory contexts. Each template becomes more valuable as it captures more specific domain knowledge.

While the marketplace currently focuses on free community sharing, future evolution might include mechanisms for contributors to monetize their templates. This would enable contributors who invest significant effort in building sophisticated templates to generate value from their work, which in turn incentivizes creating even better templates.

To get the most value from the marketplace, follow several key practices.

When facing a new automation need, check the marketplace first before building from scratch. Even if you cannot find a perfect match, you might find a template that gets you eighty percent of the way there, which you can then customize for your specific needs.

This approach saves time and often produces better results because the template embodies lessons learned from real usage that you would otherwise discover through trial and error.

If you build agents that solve common problems, consider sharing them as templates. Your contributions help other professionals while establishing your expertise in the community. Even simple templates that automate routine tasks can be valuable to someone facing that same routine challenge.

When you install a template and customize it for your needs, document what you changed and why. This documentation helps you remember your decisions, assists colleagues who might use the same template, and provides insights you can share with the template creator to help improve future versions.

You now understand how to leverage the Ubby marketplace to accelerate your automation journey by building on templates shared by professionals in your field. You can find and install templates others have created, adapt them to your specific context, and potentially contribute your own templates to help others.

In the next article, we will explore best practices for managing your growing portfolio of agents—both custom agents you have built and marketplace templates you have installed—ensuring your automation infrastructure remains organized, maintainable, and aligned with your business objectives as it scales.