Templates

Templates let you customize how Quin formats information. Whether it's emails, meeting notes, client updates, or documents, templates ensure Quin creates consistent, professional outputs that match your style and workflow.

How to create a template

1. Go to Account Settings → Templates
2. Click Add template
3. Add a descriptive Title (e.g., "Meeting prep" or "Follow-up email")
4. In the text editor, create your template using your preferred formatting
   • Include placeholders where Quin should insert information (e.g., [Meeting Name], [Client Name], [Date])
   • Format text as needed (bold, lists, headers)
   • Add any standard content that should appear every time
5. Click Save

Quin will automatically use your templates when creating similar content.

What to expect

After you create a template, Quin recognizes when to use it based on the template name and content. When you ask Quin to prepare a meeting, draft an email, or create a document that matches a template you've created, Quin uses that template as the foundation and fills in the relevant details from your conversation or meeting context.

Browse the templates library

The Templates library offers pre-built templates for common scenarios. Browse templates for meeting prep, agendas, summaries, follow-ups, client communications, and more.

Click See template to preview any example. If it fits your needs, you can copy it to your account and customize it in Account Settings → Templates.

Visit the templates library

Managing your templates

Click the edit icon next to any template to:

• Edit the title or content
• Update formatting or placeholders
• Delete the template

Your templates are always available in Account Settings → Templates.

Common questions

When does Quin use my templates?
‍Quin automatically applies templates when the task matches the template's purpose. For example, if you create a "Client check-in" template and ask Quin to draft a client check-in email, Quin uses that template.

Can I use templates with different tools?
‍Yes. Templates work across all features—meeting notes, email drafts, CRM updates, and chat responses. Quin adapts the template formatting to match each tool's capabilities.

What should I include in template placeholders?
‍Use clear, descriptive placeholders like [Meeting Name], [Attendee Names], [Key Topics], or [Next Steps]. This helps Quin understand what information to insert.

How do templates differ from guidelines?
‍Guidelines tell Quin what to do and when (rules and workflows). Templates tell Quin how to format the output (structure and style). They work together—guidelines might say "Always send a follow-up email," while a template determines what that email looks like.