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Set up Templi and find your way around
Desk
Your home page, Needs you, search and chats with Templi
Clients
The client hub and every tab in it
Meetings
Record meetings and turn them into notes
Library
Generated documents, files, plans and groups
Customise
Templates, meeting notes, forms, knowledge, skills and compliance
Connectors
Connect your CRM, email, calendar and drives
Settings
Your account, team, imports, usage and billing