Product/Templates

Your best document, every single time. Only the details change.

If you have documents you use repeatedly — such as a contract, proposal, plan or report — Templates lets you turn them into fillable versions once and for all.

The result: consistently high-quality output, created by anyone.

Not just another AI tool. A second brain for your entire organisation.
EU-hosted, AI Act-compliant, and live within a week.

Templates have
two sides.

01 - The setup

Setup is a one-time process, completed by an administrator or team lead.

02 - How to use

Anyone can then use it, at any time.

For administrators and department managers.

Setting up a template

Provide the system with a real, completed document that you have used before. This could be an existing contract, a proposal, or a plan, with the actual names, dates and amounts still included. There is no need to remove anything or create a template version yourself; the system does this for you.

It reads the entire document

Section by section, it determines which text is standard and which changes each time: the names, dates, amounts, clauses, and options.

It sees which list grows with you

Tables with rules, team members or milestones become sections that repeat as often as needed.

It recognises the type of field

A date, a number, free text, or a choice from fixed options. Ensuring everything is completed correctly later.

This gives the template a clear name

You will never be left with a cryptic filename.

It reads the entire document

Section by section, it determines which text is standard and which changes each time: the names, dates, amounts, clauses, and options.

It recognises the type of field

A date, a number, free text, or a choice from fixed options. Ensuring everything is completed correctly later.

It sees which list grows with you

Tables with rules, team members or milestones become sections that repeat as often as needed.

This gives the template a clear name

You will never be left with a cryptic filename.

—

Your layout remains exactly as it is. The template is your actual file with fillable fields, not a replica. Fonts, tables, columns, headers, footers, logos and corporate identity: everything remains identical, every time.

Building this will take a few minutes,
we'll notify you as soon as it's ready.

•

Message

Setting this up will take a few minutes. We will let you know as soon as it is ready.

Template readyUnread13:30

Your template is ready for review

The template has been created based on your input. Review the template to publish or discard.

•

Alongside the original

You can view the template alongside the original, with the identified form fields highlighted. If the system has any doubts, it will ask a brief question, allowing you to refine it in plain language.

DOriginal

WTemplate

[Client name]

[Start date]

•

Assign to agents

You can then publish and assign it to one or more agents. Only the agents you select will be able to use it.

Finance agentNot permitted

HR agentNot permitted

Sales agentNot permitted

Published

For everyone

Using a template

The agent makes the most of the context it already has: the conversation so far, your meetings and emails, and connected systems like your ERP. It only asks you for what it cannot possibly know. A rough five-minute brain dump is usually enough for a strong first draft.