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Creating custom templates

Last updated: December 1, 2024

Creating Custom Templates

Build templates tailored to your organization's needs.

Template Basics

A template consists of:

**Name and description**

**Category**

**Input fields** (variables)

**Prompt instructions** for AI generation

Creating a Template

Go to **Templates** > **Create Template**

Define the template name and category

Add input fields (text, dropdown, date, etc.)

Write AI generation instructions

Test with sample data

Save and publish

Input Field Types

**Text** — Single line input

**Textarea** — Multi-line text

**Select** — Dropdown options

**Date** — Date picker

**Number** — Numeric input

Best Practices

Use clear, descriptive field names

Provide helpful placeholder text

Include examples in descriptions

Test thoroughly before sharing

Creating Custom Templates

Build templates tailored to your organization's needs.

Template Basics

A template consists of:

**Name and description**

**Category**

**Input fields** (variables)

**Prompt instructions** for AI generation

Creating a Template

Go to **Templates** > **Create Template**

Define the template name and category

Add input fields (text, dropdown, date, etc.)

Write AI generation instructions

Test with sample data

Save and publish

Input Field Types

**Text** — Single line input

**Textarea** — Multi-line text

**Select** — Dropdown options

**Date** — Date picker

**Number** — Numeric input

Best Practices

Use clear, descriptive field names

Provide helpful placeholder text

Include examples in descriptions

Test thoroughly before sharing

Creating custom templates

Creating Custom Templates

Template Basics

Creating a Template

Input Field Types

Best Practices

Need more help?

Creating custom templates

Creating Custom Templates

Template Basics

Creating a Template

Input Field Types

Best Practices

Need more help?