🧠 Adding Knowledge To An Output Template

Overview

The Output Knowledge in Templates feature allows you to connect curated information sources directly to your Output Templates. Instead of relying solely on a general AI model, this ensures that every output generated from a template is informed by your own specific data, best practices, brand guidelines, and proprietary knowledge.

How It Works

When you attach a knowledge source to a template, you are providing Assist with a specific, constrained set of information to use during generation.

When a user then uses that template, the system will reference your provided knowledge to populate the fields, answer questions, and structure the content.

This knowledge can be anything from:

• Past winning awards submissions
• Company or client brand and tone of voice guides
• Product specification documents
• Best practice checklists
• Data from previous successful campaigns
• Key messaging and boilerplate text

Key Benefits

• Consistency: Ensure everyone on your team generates content with the same tone, messaging, and factual basis.
• Accuracy: Reduce the risk of the Output Template making things up ("hallucinating") by grounding it in your own approved documents.
• Quality: Embed your team's best practices directly into the workflow, raising the quality of all outputs.

Step-by-Step Guide: How to Add Knowledge to a Template

1. Navigate to the Template Builder from the main dashboard.
2. Either click "Create New Template" or select an existing template you wish to enhance.
3. Inside the template editor, locate the "Knowledge Sources" tab or section.

NOTE - This will only be visible once you have saved your Output Template

4. Click "Add Knowledge Source." You will be prompted to either:

1. Give your knowledge source a clear name (e.g., "Client XYZ Tone of Voice Guide" or "Q4 Product Specs").
2. You can add multiple knowledge sources to a single template. The system will use all attached sources during generation.
3. Click "Save Template."

Your template is now super-powered with your custom knowledge. When you or your team use it, the output will be tailored specifically from the information you provided.

Example Use Case: Awards Submissions

As discussed in our strategy meetings, awards submissions are a perfect use for this feature.

• Template: Create a template that mirrors the structure of the award entry form (e.g., fields for "The Challenge," "Our Strategy," "The Results," "Why We Should Win").

  Knowledge Sources:

  • Upload a document with the raw data and metrics for the project.
  • Upload a separate document containing past winning submissions to provide examples of style and tone.
• Result: When you run the template, it will generate a high-quality, data-informed draft of the entire award submission, structured correctly and written in a winning tone.