Templates

Templates for every workflow

Each template knows exactly what to extract from your content. Paste anything — emails, AI chats, transcripts — and get structured output in seconds.

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Works with content fromChatGPTClaudeGmailZoomSlackAny page
📋

SOW / Proposal

Statement of work or project proposal with scope, deliverables, timeline, and budget.

Project NameClientObjectiveScope+5 more
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🔍

Client Assessment

Structured assessment of a client's current state, pain points, and opportunities.

Client NameIndustryCurrent StatePain Points+3 more
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⚔️

Competitive Analysis

Analyze competitors, market positioning, strengths, and differentiators.

CompanyMarket PositionCompetitorsStrengths+3 more
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🎯

Strategy Recommendation

Strategic recommendation with context, options analysis, and rationale.

ContextObjectiveOptionsRecommended Approach+3 more
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🤝

Meeting Synthesis

Transform meeting notes into structured decisions, action items, and follow-ups.

Meeting DateAttendeesKey Discussion PointsDecisions+2 more
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📞

Sales Call Debrief

Turn sales call transcripts into structured CRM notes with pain points, objections, and next steps.

Call DateCall TypeParticipantsCompany+7 more
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🚨

User Research Synthesis

Synthesize user interview transcripts into structured findings, patterns, and recommendations.

Interview DateParticipant ProfileResearch QuestionsKey Findings+5 more
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📄

Incident Report

Transform Slack threads and logs into structured post-mortem reports with timeline, root cause, and action items.

Incident TitleSeverityIncident DateDuration+7 more
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📊

Contract Review

Extract key terms, obligations, and risk flags from contracts and legal agreements.

Contract TitlePartiesEffective DateTerm Length+7 more
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📋

Client Report

Structure monthly or quarterly client performance reports with metrics, highlights, and recommendations.

Client NameReporting PeriodKey MetricsHighlights+5 more
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🔍

Bug Report

Structure bug reports with clear reproduction steps, environment details, and severity for faster resolution.

Bug TitleSeverityEnvironmentSteps To Reproduce+5 more
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⚔️

Retrospective

Turn retro discussion notes into structured sprint retrospectives with wins, issues, and action items.

Sprint NameSprint DatesTeam MembersWhat Went Well+4 more
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🎯

Product Brief

Structure product requirements documents with problem statement, success metrics, and requirements.

Feature NameProblem StatementTarget UsersProposed Solution+6 more
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