Custom Templates

Creating your own document templates with {{placeholder}} syntax and uploading them for reuse.

Last updated: April 14, 2026

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Creating Custom Templates

You can create your own templates for any type of document your business uses regularly. Templates use a simple {{placeholder}} syntax where variable content should go. For example, {{client_name}}, {{project_date}}, or {{total_amount}} will be replaced with actual values when the template is rendered. You can create templates in any supported format — Markdown, HTML, or plain text — and the AI will store them for future use.

Creating a custom template

Define a reusable template.

You say:

Create a template called "Follow-Up Summary" with placeholders for client name, meeting date, key discussion points, action items, and next meeting date.

Sarudo responds:

I've created the "Follow-Up Summary" template with these placeholders: {{client_name}}, {{meeting_date}}, {{discussion_points}}, {{action_items}}, and {{next_meeting_date}}. The template is structured with a professional header, summary section, discussion points as bullet list, action items as a numbered list with owners, and a footer with the next meeting date. You can now use it anytime by saying "create a follow-up summary for [client]."

Placeholder Syntax

Placeholders use double curly braces: {{placeholder_name}}. Names should be descriptive and use underscores for spaces. You can use any placeholder name you want — the AI matches them to the data you provide when rendering. Common placeholders include {{client_name}}, {{company_name}}, {{date}}, {{amount}}, {{project_name}}, and {{description}}. The AI also supports conditional sections and list placeholders for repeating data.

Use descriptive placeholder names like {{client_company}} instead of {{cc}}. This makes templates easier to understand and maintain.

Uploading Templates

If you have existing document templates (Word documents, HTML files, or text files with placeholders), you can upload them to your AI employee. Send the file and tell the AI to save it as a template. The AI will identify the placeholders and confirm the template is stored. From then on, you can reference the template by name when asking the AI to generate documents.

Managing Templates

You can list all your templates by asking the AI to show them. You can update templates by uploading a new version with the same name. You can delete templates you no longer need. The AI keeps track of which templates exist and their placeholders, making it easy to use the right template for each situation. Well-organized templates save significant time on recurring document tasks.

Built-in Templates

Pre-configured templates for invoices, proposals, contracts, NDAs, and meeting briefs — what each contains and how to use them.

Rendering Documents

How to fill templates with data and generate professional documents in various output formats.

Bulk Mail Merge

Generating multiple personalized documents from a CSV data source with batch processing.