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
What it does
Behaviours, not fields. Choosing between two modules is choosing between these.
Stores the shape plus what varies, rather than a finished document that has to be edited.
The agent fills the variables from what it already knows and asks only about the rest.
Use counts show which template is carrying the work and which is dead.
How it works
- 1
A template stores the structure and names what varies rather than a finished document.
- 2
The agent fills variables from what it already knows and asks only about the rest.
- 3
Use counts reveal the template doing the work, which is rarely the one people expect.
- 4
Editing a template changes the next use, not the previous ones.
Best for
Things chosen by eye — products, venues, people.
Not the right choice for
Long lists someone needs to scan quickly.
What a row holds
Every field, and what the agent listens for to fill it — which is the difference between a page you type into and one that fills itself.
| Field | Type | Filled from |
|---|---|---|
| Templaterequired | text | What it produces, named as the document or message. |
| Forrequired | text | When it is used, so the right one is chosen. |
| Variablesrequired | text | What changes each time. The shape plus the variables IS the template. |
| Used | text | How often, which shows which template carries the work and which is dead. |
What it does not do
A module chosen for something it cannot do costs more than one that was never offered.
- Text only. No layout, letterhead or formatting beyond what the destination supports.
- Variables are named but not typed or validated.
- No conditional sections, so a template with an optional paragraph is two templates.
- Nothing versions a template, so an edit loses the previous wording.
Before it works
What you have to provide, if anything.
- Name the variables explicitly. A template with implicit blanks gets filled wrongly.
- Pair with Quotes or Documents depending on whether the output is priced.
In practice
A studio rewriting the same quote email thirty times a year.
“Standard quote: client, scope, price, how long it is valid.”
What the agent built
A template with four variables, used by the agent whenever a quote was agreed.
What changed
Thirty-four quotes went out on one structure. The booking confirmation template, used 212 times, saved more time than everything else combined.
Better with
These do a different job on the same data. An agent can have all of them.
Work is won by quoting, and revenue depends on following up the ones that went unanswered rather than writing more.
Documents have versions and expiry dates, and using the wrong one has consequences.
Repetitive reactions are being done by hand, and the trigger is something the system already knows about.
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