Templates

Create reusable company templates#

Open Settings → Organization → Templates to define reusable content, examples, instructions, and reference files for your business. Choose Document, Media, Workflow, Social post, or Other. Existing document templates remain available as Document templates.

Add a template#

Administrators can add a name, a description of when to use the template, content or an example, and instructions. Reference files are optional. You can attach documents, images, video, audio, JSON, or YAML.

For a LinkedIn launch post, choose Social post and put an example in Content or example:

Meet {{product}}. Built for {{audience}}. Learn more: {{url}}

Use Instructions to explain the brand voice, required details, and how to replace the placeholders. A workflow template can describe the steps and expected result of a recurring process. Saving it does not run or schedule that process.

Use and maintain templates#

Ask your agent to use the named template for a matching task. All company agents receive the template type, content, instructions, and reference file information. Agents can fetch an attached file with the storage tool.

You can also ask your personal agent to create or update a template. The platform tool provides list_templates, set_template, and delete_template. Editing requires organization permission; shared agents can read templates.

Existing template fields save automatically. Replace, download, or remove the reference file as needed. Review generated outputs and update obsolete templates. Changes guide future work.

Use skills for agent procedures and context for durable facts. Templates hold reusable examples and company output conventions.