Generate a report
Generate a report from a template by choosing the client and the files Templi should work from. Templi writes every AI block in the template and opens the report for you to review.
Reports are written from published templates. If you generate from a draft, the button reads Publish and generate and publishes the template first. See Edit a Word template.
Where to find it
You can start a report from any of these places:
A client's page: click Generate a document at the top, at
https://app.templi.ai/clients/<client>. The client is already chosen.Library > Generated, at
https://app.templi.ai/documents: click New.Customise > Templates, at
https://app.templi.ai/templates: open the menu on a template's row and choose Generate.An open template: click Generate above it.
Where you pick a template from a list, only published templates appear. Choose Ask Templi to write one to have Templi draft a document without a template.
Generate a report
Pick the template.
Under Clients, click Choose clients. The field is marked Required when the template needs a client.
Under Files and sources, drop the files for this case, or click choose from Files. Add the fact find, provider statements, valuations and meeting notes the report should draw on.
Optionally, add Anything the agent should know, such as "Focus on consolidating the two ISAs."
Click Generate.
The report opens straight away, with Templi's chat beside it while it writes. Click Open without generating instead if you want the report created without Templi writing it yet.
If the template has never been tested, Templi suggests a test first. Click Test on a past case to start Tuning, or Generate anyway.
Ask Templi
Name the template, the client and anything Templi should use. For example:
"Generate the Pension Switch Report for Sarah Winters using her Harbour Life statement and yesterday's meeting notes."
"Write Sarah Winters' annual review letter. She has £14,200 of ISA allowance left this tax year."
"Draft a protection recommendation for Sarah Winters from her fact find, covering the mortgage and her income."
Next step
Every generated report waits for you to check it. See Review a report. You can find every report later in the Library or on the client's Documents tab.