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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.
Templates work best when the worker also has access to the workflow or knowledge needed to fill them accurately.