Templates

Reusable templates your agent can fill and send — so repeated work starts ready-made.

Templates are the saved, reusable versions of the things you create again and again across Sois: documents, messages, forms, boards and reports. Anyone who finds themselves recreating the same structure reaches for them.

What you can do

  • Save a finished piece of work as a template and start from it next time instead of from scratch.
  • Keep templates for documents and messages your agent can fill in with the right details and send.
  • Save a Project Board you like and spin up new projects from it in seconds.
  • Save a Reports query as a template and re-run it any time from the catalogue.
  • Reuse Form Builder designs across jobs, and keep signature documents ready to send.
  • Build a library of starting points so every team member begins from the same trusted shape.

How to use it

Templates live inside the apps that create them, so an administrator simply switches the relevant app on from Settings → Apps. Wherever you see "Save as template", you are building your reusable library.

When something you make would be useful again — a proposal layout, a recurring project board, a weekly report, a standard email — save it as a template. Next time, start from that template and change only what differs. Over time you build a small, consistent set of starting points, so routine work is half-done before you begin and everyone produces the same quality.

Working with your agent

Hand a template to your agent and it fills in the specifics — the customer, the dates, the figures — then exports, sends or launches it, turning a saved shape into finished work in one step.

You:    "Use the welcome-email template for the new customer we added today"
Agent:  Fills the template with their details and sends it for you.

How it fits

Templates pull their specifics from Contacts when your agent fills them, and surface inside Documents, Forms, Project Boards and Reports. Your agent is the fastest way to put a template to work — it personalises and delivers it without you copying anything by hand.

Tip. The moment you make something twice, save it as a template — that second time is the signal it's worth keeping.