Templates

Templates give workers reusable document structures. They help workers produce consistent outputs without recreating formatting or boilerplate each time.

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What templates give a worker

When a template is connected, the worker can use it to generate or populate documents during a task or workflow. Use templates for:

• Reports
• Letters
• Contracts
• Forms
• Briefs
• Summaries
• Client-ready documents

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How templates appear in the skill tree

Templates appear as connected resources in the skill tree. Selecting a template opens the template editor. A worker can use templates directly when appropriate, or indirectly through workflows that include template population steps.

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Best practices

• Publish templates before assigning them to workers.
• Name templates by their business purpose, not just their file type.
• Keep placeholders clear and consistent.
• Pair templates with knowledge bases or workflows when the worker needs source material.
• Review generated documents before using them in sensitive or external contexts.