Templi
Library

One-off documents

Ask Templi to draft a letter, agenda, file note or any other document you only need once. You do not need a template: describe what you want, and Templi writes it as a Word document with the client's details and your firm's styling.

Where to find it

  • Start: any chat. Use Ask Templi anything… on Desk (https://app.templi.ai/), or the message box on the client's Activity tab (https://app.templi.ai/clients/<client>/activity) so Templi already knows the client.

  • The finished document: Library > Generated (https://app.templi.ai/documents), and the client's Documents tab (https://app.templi.ai/clients/<client>/documents) when it is for a client.

  • One document: https://app.templi.ai/documents/<document>. It opens beside the chat it was written in.

Draft a document

  1. Open Ask Templi.

  2. Describe the document, who it is for and anything it must say. Attach any files it should use.

  3. Send it.

Templi writes the document in your firm's theme colours and fonts, opens it in a window beside the chat, and tells you anything it left for you to fill in, such as an address that is not on the client's record.

A one-off Word letter Templi drafted to confirm Sarah Winters' annual review meeting, with placeholders left for the adviser and firm name

To change a Word file you already have, attach it and say what to change. Templi edits a copy and leaves your original as it was.

Examples

  • "Draft a short letter to Sarah Winters confirming her annual review on Tuesday 14 October at 10am, and ask her to bring her latest pension statements."

  • "Write a meeting agenda for James and Helen Carter's annual review, one hour, covering their pensions, ISAs and protection."

  • "Write a file note of today's call with Priya Patel about her pension transfer, from the attached call notes."

  • "Draft a letter of authority for Michael O'Connor to request information from Northfield Master Trust."

Change or download it

Ask for changes in the same chat, for example "Make it more formal" or "Add our office address under the date". The document beside the chat updates as Templi works.

To save a copy, click Download above the document and choose Download Word or Download PDF.

If you find yourself writing the same document for many clients, make it a template instead. See Import your templates.

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