Assist 2.0 Template Mapping Guide
This guide explains how to map document sections between Assist 2.0 and your Microsoft Word (.docx) or PowerPoint (.pptx) templates.
In Assist 2.0, templates live in your workspace Library and can be created either manually (defining sections yourself) or by describing what you want in chat and letting the agent build the template for you. This guide covers the manual mapping process — the part you'll always need to understand, regardless of how the template was created.
1. Defining Template Sections
Go to Library → Templates in the left-hand navigation. Templates here are scoped to your current workspace. Open an existing template or click Create Template to start a new one.
In the template editor, you define the sections you want the AI to generate. For a standard newsletter, these typically include:
- Newsletter Title: A captivating headline.
- Issue: The issue number of the newsletter.
- Date: Today's date (e.g., in European format).
- Sidebar Quote: A witty 1-sentence quote related to the topic.
- Title 1, 2, 3: Short section headings.
- Paragraph 1, 2, 3: The main content (e.g., limited to 300 words each).
- Topic: The specific name or subject of the newsletter.
[SCREENSHOT: Library → Templates view with the template editor open, showing the section list]
2. Tag Types for Mapping
Assist 2.0 provides two types of tags that you copy from the platform and paste into your Word or PowerPoint file:
|
Tag Type |
Icon Colour |
Usage |
|---|---|---|
|
Inline Tags |
Blue |
Used within a sentence. The tag is replaced with plain text while keeping the surrounding sentence structure. |
|
Block Tags |
Purple |
Must be alone in its own paragraph/text box. Supports rich formatting, tables, and lists. |
3. How to Map Your Template
To ensure your document inherits the correct styling (fonts, colours, sizes) from your original design, follow these steps:
- Open the template in Assist 2.0: From Library → Templates, open your template and find the Available Replacements panel.
-
Copy the tag: Click the copy icon next to the tag you need (e.g.
{{--section:newsletter-title}}).Prepare the document: Open your Word or PowerPoint template. Select the placeholder text you want to replace.
Paste Special: This is the most critical step. Do not use a standard paste.
- In PowerPoint: Right-click and select Paste and Match Formatting, or use Paste Special → Unformatted Text.
- In Word: Right-click and select Keep Text Only, or use Paste Special → Unformatted Text.
- Verify formatting: Ensure the tag looks exactly like the design you want (e.g. if the Title should be Bold, White, and 40pt, the tag should appear that way in the template).
4. Finalising the Template
- Save your file locally as a .docx or .pptx.
- Upload to Assist 2.0: In the template editor, click Upload Document Template and select your file.
- Update Template: Click Update Template at the bottom of the editor to save your changes.
5. Generating Output
Once your template is mapped, you can generate a new document straight from chat:
- Open a new chat in your workspace.
- Tell the agent what you want, and reference the template — for example: "Using the Manufacturing Newsletter template, create a newsletter on best marketing practices in the manufacturing sector, issue number 4."
- The agent will find the template in your Library, generate the content, and produce the formatted .docx or .pptx.
- Review the output and click the Download icon to receive your fully formatted Word or PowerPoint document.
Tip: You don't have to start from a blank template. You can also ask the agent in chat to create a template for you based on a sample document — it will define the sections and generate the tags, which you then paste into your .docx or .pptx using the Paste Special steps above.