Step 1 of 5 — Choose what this agent specializes in. This defines how it thinks, and it's locked once created.
List a Drive folder, then pick which files to import into this agent's knowledge — Google Docs, Sheets & Slides, plus PDF, Word, .txt and .md.
This is how you appear inside Greenleaf. Your signed-in identity is fixed; the rest is yours to fill in.
Paste any text this agent should know — a policy, FAQ, notes, a contract.
Connect your Google account with read-only access to Gmail, Drive, and Calendar. Agents can search and read — never send, edit, or delete. You choose per agent which of the three it may use.
Your agents use Claude to talk and Voyage to understand meaning. Keys stay on your computer.