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Creating Templates

Build custom templates to standardize your report format and ensure consistency across all your analyses. The template builder provides a visual interface for designing report structures.

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When to Create a Template

Create a template when you:

• Generate similar reports repeatedly
• Need to follow specific organizational standards
• Want to ensure certain sections are always included
• Collaborate with team members on consistent outputs

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Template Components

Every template consists of:

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Template Metadata

• Name - A clear, descriptive title
• Purpose - What the template is designed for
• Persona - The intended audience or author perspective
• Data Sources - Types of data the report relies on

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Sections

Templates contain three types of sections: Each section includes:

• Section title
• Description of what to include
• Guidance for the AI generator

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Creating a New Template

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Template Builder Interface

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Section Management

For each section you create:

• Title - The section heading that appears in the report
• Description - Instructions for what content to include
• Type - Introduction, Body, or Conclusion

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Reordering Sections

Change the section order:

1. Hover over a section card
2. Drag it to the desired position
3. Release to drop it in place

Sections automatically stay within their type (Introduction sections remain at the beginning, etc.).

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Removing Sections

To delete a section:

1. Click the delete icon on the section card
2. Confirm the removal

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Section Design Best Practices

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Clear Titles

Use descriptive, professional section titles:

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Helpful Descriptions

Write descriptions that guide the AI: Good description: “Provide a comprehensive overview of the company’s revenue streams, profitability trends, and key financial metrics over the past three years. Include specific figures with year-over-year comparisons.” Poor description: “Write about finances.”

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Logical Flow

Organize sections to tell a coherent story:

1. Set context (Introduction)
2. Present analysis (Body)
3. Draw conclusions (Conclusion)

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Template Examples

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Basic Company Analysis Template

Introduction:

• Executive Summary
• Company Background

Body:

• Business Model
• Financial Performance
• Competitive Position
• Growth Strategy
• Risk Factors

Conclusion:

• Investment Thesis
• Recommendations

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Industry Research Template

Introduction:

• Research Scope
• Methodology

Body:

• Market Size and Growth
• Industry Structure
• Key Players
• Trends and Drivers
• Regulatory Environment

Conclusion:

• Key Findings
• Strategic Implications

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Editing Existing Templates

To modify a template you’ve created:

1. Open the template from your Templates list
2. Click Edit Template
3. Make changes to sections or metadata
4. Save the updated template

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Cloning Templates

To create a new template based on an existing one:

1. Open the template you want to copy
2. Click Clone Template or Duplicate
3. Modify the cloned template
4. Save with a new name

This is useful for:

• Creating variations of standard templates
• Customizing shared templates for personal use
• Building on system templates

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Converting Reports to Templates

Turn a successful report into a reusable template:

1. Open the report you want to use as a base
2. Click the menu and select Convert to Template
3. Review and adjust the extracted structure
4. Save as a new template

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Troubleshooting