Template best practices
A good template is short, modular and explicit about what Templi should do. The rules below come from what generates well first time across suitability reports, annual reviews and letters. They apply whether you build the template yourself or ask Templi to build it for you in chat, because Templi follows the same rules. For what each block does, see Templi AI blocks.
Keep shared wording in its own template
Do not cram every risk warning, fee explanation and regulatory paragraph into every report template. Put each piece of standing wording in its own small template, under a clear heading, and bring it into your report templates with a Copy Paste Section block.
One place to update. Change the pension transfer risk warning once and every report that uses it picks up the new wording the next time it generates.
Smaller report templates. A suitability report template becomes a structure of headings and prompts, with the boilerplate pulled in from elsewhere.
Conditional wording stays readable. A wording template can hold several headings, such as "Under 55" and "Over 55", and the Copy Paste Section block says when to use each one.
Good candidates: risk warnings by product type, your service proposition, fee and charges explanations, the complaints and compensation wording, and any paragraphs your compliance team owns.
Give prompts an example
A prompt is an instruction to a competent colleague. The instruction says what to write; an example shows how your firm writes it. Open the prompt's settings and add an example paragraph in the tone, length and structure you expect. Templi matches the example rather than guessing your style.
Say what to include: "Insert the pension provider, plan type, current fund value and the date of the valuation."
Add an example of the finished paragraph from a real report, with the client details changed.
Choose what happens when the information is missing: Flag as missing so you see it before the report goes out, or Leave it out when the sentence is optional.
Put anything that hides or repeats under its own heading
Hide rules and repeats can be applied to a whole section from its heading, which is far easier than selecting a run of paragraphs by hand and keeps the rule visible in the Blueprint panel. If a block of content might be left out for some clients, or written once per pension or policy, give it a heading first.
Use Hide a section for content that only applies to some clients: protection, a partner's details, ongoing service.
Use Repeat a section for content that appears once per item: each pension, each fund, each policy.
Keep hiding and repeating for single sentences only when a heading would look odd in the finished report.
Use dropdowns for short choices, not whole passages
A Text Dropdown is right for a word or phrase inside a sentence: the client's title, "monthly" or "annually", "you" or "you both". Templi can pick the option itself if you tell it how, for example "the client has a will in place".
For anything longer than a sentence, avoid a Content Dropdown with big alternative passages. Store the alternatives as headings in a separate wording template and bring the right one in with a Copy Paste Section block set to Pick one, or use a hide rule on each alternative section. The template stays readable, and the wording can be updated without opening every report template that uses it.
Tell AI tables what to do with the rows
An AI table is filled from the client's data, but Templi does not know whether the rows in your template are a fixed layout or just examples. Say so in the table's description. If you do not, unused rows can be left blank in the finished report.
One row per item: "One row for each fund the client holds. Remove any rows that are not needed."
Fixed layout: "Keep exactly these four rows. Write N/A in any cell that does not apply."
Describe each column: "Columns: fund name, current value, ongoing charge as a percentage, risk rating from the fund factsheet."
Name your blocks
Every prompt, rule, table and dropdown can have a label. Labels replace the first few words of the instruction in the Blueprint panel, so "Fund value" reads better than "Insert the pension provider, plan type…". Name blocks when a template has more than a handful, and use the same names across your templates.
Ask Templi to build it, and check the Blueprint
You can describe a whole template in chat: the headings, which sections repeat or hide, where the standing wording comes from, and what each prompt should write. Templi builds it following the rules above. When it is done, read the Blueprint panel top to bottom. If every heading and block makes sense in that list, the template is ready to generate.