Intelligence & Customization

Apply a Template

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Use a stored template to structure the output of any task, meeting, or follow-up.

Example prompts:

  • “Use my 'Discovery Call' template for this meeting recap.”
  • “Apply the 'RFP Summary' template to this document.”
  • “Rewrite this follow-up using my 'Client Update' template.”

Related skills

Create context-aware outputs from templates
Create a template from output
Apply a Template
Receive end-of-day recaps automatically
Run pipeline check-ins on a set schedule