How To Create A Custom Output Template

Intelligent Output Templates allow you to standardise and automate the creation of complex documents. By defining the structure, sections, and AI instructions, you can ensure your team generates consistent, high-quality content every time. This guide will walk you through the process of building your own custom output template.

Template Levels: Organisation vs. Workspace

You can create templates in two different locations, each with a distinct scope:

• Organisational Templates: These templates are available across your entire organisation. They are perfect for standardised documents that every team uses, like company-wide reports or briefs.
• Workspace Templates: These are only available within the specific workspace where they are created. Use these for project-specific or team-specific document formats.

This guide will focus on creating a Workspace Template.

How to Create a New Workspace Template

Follow these steps to build your template from scratch.

1. Navigate to the Templates Area

1. From the main dashboard, select Workspace Templates from the left-hand navigation menu.
2. If this is your first template in the workspace, you will see a prompt to begin. Click the Create your first template button.

2. Fill Out the Template Details

This section defines how your template appears to users when they select it.

• Template Name: Give your template a clear and descriptive name. For example, Production Brief .

  What does this template do?: Write a short description of the template's purpose. This text will be visible to users and helps them understand what the template will generate.

  • Example: This is an output that will generate a production brief.
• Template Icon: Choose an icon and a colour to represent your template in the list visually. This makes it easier for users to find.

3. Configure the AI Instructions

This is the most critical part of the process, as it tells the AI assistant how to behave and what to do when this template is used.

• Welcome Message: This is the first message the AI will display when a user opens the template. It should prompt the user for the information it needs to get started.
  • Example: "Please provide me with the production details."

• AI Instructions (System Prompt): This is an overarching instruction that defines the AI's role or persona. Think of it as setting the stage for all subsequent actions. The more detailed and comprehensive you are here, the better the results will be.

  
  
  • Example: "You are a Senior Creative Producer and Strategic Planning Specialist... with deep expertise in translating brand strategy into actionable production frameworks. Access and utilise all available brand data, competitive insights, and historical performance metrics to ensure each brief is uniquely tailored..."

4. Define the Template Sections

Sections are the building blocks of your final document. Each section you add will correspond to a distinct part of the output.

1. Click + Add Section.

   Give the section a title (e.g., Project Overview & Objectives ).

   In the AI Instructions for this section box, provide a specific prompt that tells the AI exactly what content to generate for this part of the document.

   • Example for "Project Overview": "Analyze the uploaded brand materials and project requirements to create a clear project overview section. Include: (1) Project name and brief description, (2) Primary objectives and key success metrics, (3) Target audience..."

Continue adding sections until your document structure is complete.

5. Set Power-ups and Visibility

These final settings give you more control over your template.

• Power-ups:
  • Enable Scores: (Optional) Allows the AI to score the output against active knowledge bases.

  • Enable Rationale: (Optional) Instructs the AI to explain its reasoning and the decisions it made during the generation process.

    Visibility:

  • Public: The template can be seen and used by all users within the workspace.
  • Private: The template is only visible to you. This is useful when you are still developing and testing the template.

6. Save and Use Your Template

1. Once you're happy with your setup, click the Create Template button.
2. To use your new template, navigate to a project, click + New Output, and select your template from the list.
3. Follow the Welcome Message prompt to provide the necessary files or information, and watch the AI build your document according to your instructions!

It is highly recommended that you QC your Output Template to ensure it repeatedly produces accurate outputs.