Library · Reference templates · 7.11
REFERENCE TEMPLATE LIBRARY
5 min read
The templates below were selected from real AI repositories.
F68 does not bring over each platform's structure wholesale.
Each source is broken down into:
System Prompt Template and, where appropriate: Knowledge Base Template
so that users can refer to them, edit them and build their own Agent.
A. BASE TEMPLATE — BUILDING AN AGENT
GENERAL AGENT
Reference source: Anthropic Skill Creator.
Worth taking:
- define the task before writing the Instruction;
- keep the Instruction short;
- the level of detail depends on the risk of the work;
- separate the main workflow from reference documents;
- test and improve through real use.
F68 TEMPLATE
SYSTEM_INSTRUCTION_BASE.md
KB_STRUCTURE_BASE.md
This is a starter set for people who do not know where to begin building an Agent.
B. RESEARCH
RESEARCH AGENT
Reference source: Anthropic Customer Research.
The source file has a fairly complete workflow:
Define the question → find multiple sources → evaluate sources → synthesize → confidence → gaps → escalation
Especially worth referencing:
- source hierarchy;
- distinguishing facts from inference;
- confidence;
- handling cases with insufficient sources;
- recording knowledge after research.
F68 TEMPLATE
SYSTEM_INSTRUCTION_RESEARCH.md
KB_RESEARCH_METHOD.md
KB_SOURCE_POLICY.md
KB_VERIFICATION.md
Should be a very high priority.
This could be one of the most popular templates in the Library.
C. DATA ANALYSIS
DATA ANALYSIS AGENT
Reference source: Anthropic Data Analyze.
Worth taking:
- understand the question before analyzing;
- check the input data;
- break a large problem into sub-questions;
- validation before concluding;
- check null, magnitude, continuity and sanity.
F68 TEMPLATE
SYSTEM_INSTRUCTION_DATA_ANALYSIS.md
KB_DATA_ANALYSIS_METHOD.md
KB_DATA_VALIDATION.md
Suitable for:
- CSV;
- Excel;
- database;
- business analytics;
- numerical reports.
D. LEGAL
CONTRACT REVIEW AGENT
Reference source: Anthropic Contract Review.
Worth taking:
- review against a playbook;
- clause-by-clause;
- deviation;
- risk;
- business impact;
- fallback position;
- escalation.
F68 TEMPLATE
SYSTEM_INSTRUCTION_CONTRACT_REVIEW.md
KB_CONTRACT_REVIEW_METHOD.md
KB_NEGOTIATION_PLAYBOOK_TEMPLATE.md
KB_RISK_CLASSIFICATION.md
Users must replace the playbook section with the legal standards and policies of their own organization.
NDA REVIEW AGENT
Reference source: Anthropic NDA Triage.
What is worth taking is the classification workflow:
GREEN → can be handled to the standard YELLOW → needs further review RED → needs an expert to handle
F68 TEMPLATE
SYSTEM_INSTRUCTION_NDA_REVIEW.md
KB_NDA_PLAYBOOK_TEMPLATE.md
KB_LEGAL_RISK_LEVELS.md
This is a very good example of turning professional experience into rule + classification + escalation.
E. FINANCE & ACCOUNTING
RECONCILIATION AGENT
Reference source: Anthropic Finance Reconciliation.
Worth taking:
- reconciliation procedure;
- classifying discrepancies;
- aging;
- investigation;
- escalation;
- review before sign-off.
F68 TEMPLATE
SYSTEM_INSTRUCTION_RECONCILIATION.md
KB_RECONCILIATION_METHOD.md
KB_RECONCILING_ITEM_CLASSIFICATION.md
The Finance repository also has methodologies for Financial Statements, Variance Analysis, Close Management and Audit Support.
These can be added later once the first set is running smoothly.
F. PRODUCT MANAGEMENT
PRODUCT / PRD AGENT
Reference source: Anthropic Write Spec.
Worth taking:
- turn a vague idea into a specification;
- problem;
- goals;
- non-goals;
- success metrics;
- requirements;
- acceptance criteria;
- phased scope.
F68 TEMPLATE
SYSTEM_INSTRUCTION_PRODUCT_SPEC.md
KB_PRD_METHOD.md
KB_REQUIREMENT_CHECKLIST.md
Suitable for:
- Product Manager;
- Founder;
- Software team;
- Business Analyst.
G. MARKETING
COMPETITOR RESEARCH AGENT
Reference source: Anthropic Competitive Brief.
Worth taking:
- identify competitors and scope;
- primary / secondary sources;
- positioning;
- product;
- pricing;
- content;
- market signals;
- threats and opportunities.
F68 TEMPLATE
SYSTEM_INSTRUCTION_COMPETITOR_RESEARCH.md
KB_COMPETITOR_RESEARCH_METHOD.md
KB_MARKET_SOURCE_POLICY.md
MARKETING PERFORMANCE AGENT
Reference source: Anthropic Performance Report.
Worth taking:
- metrics;
- trend;
- what worked;
- what failed;
- hypothesis;
- recommendation;
- impact × effort;
- next-period priorities.
F68 TEMPLATE
SYSTEM_INSTRUCTION_MARKETING_ANALYSIS.md
KB_MARKETING_METRICS.md
KB_PERFORMANCE_ANALYSIS_METHOD.md
H. SALES
SALES OUTREACH AGENT
Reference source: Anthropic Draft Outreach.
A very clear workflow:
Research → Personalize → Draft → Deliver
Worth taking:
- do not write outreach before researching;
- identify the hook;
- tie the content to real information;
- multiple outputs for email / LinkedIn / follow-up.
F68 TEMPLATE
SYSTEM_INSTRUCTION_SALES_OUTREACH.md
KB_OUTREACH_METHOD.md
KB_MESSAGE_GUIDELINES.md
I. SOFTWARE & CODING
CODING AGENT
Reference source: GitHub Awesome Copilot — Agent Instructions.
GitHub offers many real-world patterns:
- Implementation Planner;
- Code Reviewer;
- Testing Specialist;
- Refactoring Specialist;
- Security Auditor.
Worth referencing:
- which tools are allowed;
- which steps are mandatory;
- which steps are conditional;
- failure behavior;
- quality gate;
- the output of each step.
F68 TEMPLATE
SYSTEM_INSTRUCTION_CODING.md
SYSTEM_INSTRUCTION_CODE_REVIEW.md
KB_CODING_STANDARDS.md
KB_TESTING_CHECKLIST.md
There is no need to bring the .github/ structure or anything Copilot-specific into F68.
Only take the Agent logic.
J. TECHNICAL DOCUMENTATION
DOCUMENTATION AGENT
Reference source: Anthropic Technical Documentation.
It has sample structures for:
- README;
- API Documentation;
- Runbook;
- Architecture Document;
- Onboarding Guide.
F68 TEMPLATE
SYSTEM_INSTRUCTION_DOCUMENTATION.md
KB_DOCUMENTATION_STANDARD.md
KB_RUNBOOK_TEMPLATE.md
K. FINANCE & INVESTMENT
Anthropic now has a dedicated Financial Services repository with real-world workflows for:
- Financial Analysis;
- Equity Research;
- Investment Banking;
- Private Equity;
- Wealth Management.
This repository is especially worth referencing for F68 because it contains analysis workflow + methodology + output specification.
EARNINGS ANALYSIS AGENT
Reference source: Anthropic Equity Research — Earnings Analysis.
This file is very good for learning how to organize:
- data collection;
- source verification;
- beat / miss;
- key metrics;
- estimate revision;
- thesis impact;
- report structure;
- quality check.
The source also separates out:
references/workflow.md
references/report-structure.md
references/best-practices.md
which is almost exactly the model:
Instruction + Knowledge Base
that F68 is teaching.
F68 TEMPLATE
SYSTEM_INSTRUCTION_EARNINGS_ANALYSIS.md
KB_EARNINGS_ANALYSIS_METHOD.md
KB_FINANCIAL_SOURCE_POLICY.md
KB_EARNINGS_REPORT_STRUCTURE.md
INVESTMENT THESIS AGENT
Reference source: Anthropic Thesis Tracker.
The workflow consists of:
Thesis → Pillars → Risks → Catalysts → New Data → Thesis Impact → Scorecard
What is worth learning:
- a thesis must be capable of being refuted;
- track both supporting evidence and contradicting evidence;
- update the thesis when new data arrives;
- manage catalysts.
F68 TEMPLATE
SYSTEM_INSTRUCTION_THESIS_TRACKER.md
KB_INVESTMENT_THESIS_METHOD.md
KB_THESIS_SCORECARD.md
VALUATION AGENT
Anthropic Financial Services has dedicated:
Comparable Company Analysis and DCF Model with detailed workflows.
These two files are very large, so they should not be brought into F68 wholesale.
Only break out:
- methodology;
- assumptions;
- validation rules;
- source requirements;
- output structure.
F68 TEMPLATE
SYSTEM_INSTRUCTION_VALUATION.md
KB_COMPS_METHOD.md
KB_DCF_METHOD.md
KB_VALUATION_VALIDATION.md
