Cards · reads template
Templates
Reusable starting points.
A grid of tiles, one per item, image first.
Standard quote
Scoped projects
client, scope, price, validity
Late payment, first chase
Overdue invoices
client, invoice, days
Trade welcome
New wholesale
company, price list, terms
Booking confirmation
Appointments
name, slot, service
How it works
- 1
Each item contributes a title, a short line and an image if it has one.
- 2
Tiles reflow to the width available.
- 3
Selecting one opens the full record.
Best for
Things chosen by eye — products, venues, people.
Not the right choice for
Long lists someone needs to scan quickly.
Questions
What data does the Templates page use?
It reads template records the agent has collected. Reusable starting points. Nothing has to be imported first — the page appears once there is something to show.
Do I have to build or configure it?
No. You describe what you need in a sentence and the agent chooses the view and fills it. Custom pages exist for the cases no built-in view covers, and those are reviewed before they go live.
When is a cards the wrong choice?
Long lists someone needs to scan quickly. It is best for: things chosen by eye — products, venues, people.
Does it stay up to date?
Yes. The page is a view over the data rather than a copy of it, so anything the agent learns afterwards shows up without a rebuild or a re-import.
More in Productivity
- Oat milk12 cartons
- Filter papers4 boxes
- Cleaning cloths1 pack
- Till roll20
Shopping list
Things to buy.
- Fridge temperatures loggedYes
- Grinder calibratedYes
- Float countedYes
- Pastries outNo
Checklist
Steps to complete.
Habit tracker
Recurring streaks.
- Grow trade accountsActive trade customers
- Reduce late paymentAverage days to pay
- Launch the subscriptionLive subscribers
- Lift average orderAverage order value
Goals / OKRs
Objectives + key results.
Ask for it in a sentence
You do not configure this page. You tell your agent what you need and it builds it from what it has already collected.
Build your agent free