Beta Feature: Template Management is currently in beta. We’re actively improving the feature based on user feedback.

Template Management

Templates define the structure and content guidelines for AI-generated documentation. Each template includes sections that guide the AI in creating comprehensive, consistent documents tailored to your organization’s needs.

Accessing Template Management

Navigate to Settings > Templates to view and manage your organization’s templates.

Creating Templates

Click the Create button in the template list
A new template is created with default values
The editor opens automatically for you to customize

Basic Information

Every template requires the following metadata: Name: A descriptive name for the template (e.g., “Solution Brief”, “Opportunity Summary”). Keep names clear and use terminology your team understands. Description: A brief explanation of what the template is for and when to use it. Example: “Comprehensive product requirements document that connects problem understanding to solution details. Use for feature planning and cross-functional alignment.” Icon: A quick way to visually identify the template when making a selection. Card Types: Restrict which card types can use this template for drafting.

Template Instructions

Global instructions that apply to the entire template. Use this field to:

Set overall tone and style
Define the document’s purpose
Specify target audience
Add general content requirements

Example:

“Create a comprehensive product requirements document for engineering and design teams. Focus on clarity and completeness. Connect customer problems to proposed solutions with evidence. Maintain a professional, technical tone suitable for cross-functional review.”

Tips:

Be specific but concise
Focus on high-level guidance
Section-specific instructions go in section descriptions
Optional field—leave blank if sections provide sufficient guidance

Template Sections

Sections structure your generated documents. Each section becomes a heading (##) in the output.

Adding Sections

Click Add Section at the bottom of the section list
Enter a section title
Enter a section description
Section is automatically saved

Section Components

Title (required):

The section heading in the generated document
Use clear, standard headings (e.g., “Goals & Success Metrics”, “The Problem”)
Will be formatted as ## Title in markdown

Description (required):

Instructions to the AI about what content to generate for this section
Be specific and actionable
Think of it as instructions and best practices you’d share with anyone filling out the template

Writing Effective Section Descriptions

Section descriptions are the most important part of your template. They directly guide AI output quality. Each section will have access to all the relevant workspace context. Be Specific About Content: ✅ Good:

“Define what success looks like. List specific metrics you intend to move and explain why they matter. Group metrics logically (user adoption, business impact, quality indicators). Include baseline values if available in card context.”

❌ Too Vague:

“Add success metrics here.”

Acknowledge Data Limitations: ✅ Good:

“Provide market size estimates, TAM/SAM/SOM analysis, or revenue projections if this data exists in card context. If market sizing hasn’t been done, explicitly note that this analysis is needed. Do not invent numbers.”

❌ Missing Boundary:

“Add market sizing analysis.”

Guide Information Organization: ✅ Good:

“Present customer feedback, interview insights, and market research supporting this opportunity. Organize by strength of signal. Include direct quotes with attribution.”

❌ Unclear Structure:

“Add customer evidence.”

Set Evidence Expectations: ✅ Good:

“Link all insights. Use direct quotes where compelling. Acknowledge if evidence is sparse.”

❌ No Guidance:

“Include relevant data.”

Examples of Strong Section Descriptions

For a “Problem Statement” Section:

“Describe the core problem customers are facing. Include specific pain points from customer interviews with direct quotes. Quantify the impact where data exists (time wasted, cost incurred, opportunities missed). Link all insights. If the problem isn’t well-validated yet, acknowledge this explicitly.”

For a “Key Features” Section:

“List the main capabilities we’re building to solve this problem. For each feature, briefly explain what it does and why it matters to users. Focus on user value, not technical implementation. Organize by priority or logical grouping. Link to any insights that informed feature decisions.”

For a “Success Metrics” Section:

“Define what success looks like with specific, measurable metrics. Group into categories: user adoption, business impact, and product quality. For each metric, include the target value and explain why it matters. Note if baseline values exist. Acknowledge if metrics need to be defined.”

Reordering Sections

Sections appear in your generated document in the order listed.

Click and hold the drag handle (⋮⋮) next to a section
Drag to new position
Release to drop
Order saves automatically

Deleting Sections

Select or hover over a section and click the remove icon.
Confirm deletion
Section is permanently removed

Deleting a section cannot be undone. Pre-existing documents will not be adjusted. This only impacts newly created documents using this template.

Template Design Principles

Focused vs. Broad Templates

Focused Templates (Recommended): Create templates for specific use cases with a single, clear purpose. Characteristics:

Single purpose (PRD, opportunity analysis, experiment report, etc.)
5-7 sections optimized for that specific use case
Clear, consistent narrative flow
Specific content guidance in each section

Benefits:

Higher quality output
More predictable results
Easier to maintain and iterate
Better user experience

Examples:

“Opportunity Summary” for market analysis
“Solution Brief” for product requirements
“Experiment Report” for test results
“User Research Summary” for interview synthesis

Broad Templates (Use Sparingly): Templates that attempt to serve multiple purposes across different contexts. Characteristics:

Multiple use cases
Generic sections that work for many scenarios
Flexible structure

Drawbacks:

More generic output quality
Harder to write effective section descriptions
Less predictable results
Requires more manual editing after generation

When to Use: Only for truly general documentation needs where a focused template doesn’t fit.

Publishing Templates

Templates must be published before they appear in AI drafting.

Draft vs. Published Status

Draft Templates:

Visible only in template management (Settings > Templates)
Not available when drafting documents
Can be edited freely without affecting users

Published Templates:

Visible in template management AND drafting workflow
Available for all organization members to use
Changes take effect immediately

Publishing a Template

Ensure template passes validation (see below)
Toggle the Published switch in the template editor
Template immediately becomes available for drafting

Unpublishing a Template

Toggle the Published switch to off
Template immediately becomes unavailable for new drafts
Existing drafts created with this template are not affected

Templates automatically unpublish if edited in a way that makes them invalid.

Template Validation

Templates must meet these requirements before publishing:

✓ Name
✓ Description
✓ Icon
✓ At least one card type
✓ At least one complete section (with both title and description)

The publish toggle is disabled if requirements aren’t met. Sections missing a title or description are filtered out during AI generation but don’t prevent publishing.

Editing Templates

All changes save automatically. Published template changes take effect immediately for new drafts. Existing drafts are not affected. If edits make a published template invalid, it automatically unpublishes.

Managing Multiple Templates

Copying Templates

Start with an existing template to create variants:

Click the menu icon (⋮) on any template in the list
Select Copy Template
A new template is created with “(Copy)” appended to the name
All sections are duplicated with new IDs
Copy is always created in draft status
Edit the copy to customize for your needs

Use Cases:

Create variants for different audiences (technical vs. executive)
Adapt templates for different maturity stages (early exploration vs. detailed planning)
Customize for different product areas while maintaining base structure

Deleting Templates

Click the menu icon (⋮) on the template
Select Delete Template
Confirm deletion

Deleted templates cannot be used for new drafts but existing drafts are preserved.

Organizing Templates

Templates are automatically sorted:

Published templates appear first
Then draft templates
Within each group, alphabetically by name

This ensures the most useful templates are always at the top.