Template best practices
A good Word 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 change a template yourself or ask Templi to, because Templi follows the same rules. For what each AI block does, see How templates work.
Tell Templi how your templates are marked up
When you import your templates, fill in How are they marked up?. A sentence such as "Yellow highlight is client data, red text is guidance for the adviser" gets the tagging right first time, because Templi follows your description over its own reading of a colour or highlight.
Keep shared wording in its own template
Do not copy every risk warning, fee explanation and regulatory paragraph into every report template. Put each piece of standing wording in its own small Word template, under a clear heading, and bring it into your report templates with a wording block set to From a template.
One place to update. Change the pension transfer risk warning once and every report generated afterwards uses the new wording.
Smaller report templates. A suitability report template becomes a structure of headings and AI prompts, with the standing wording pulled in from elsewhere.
Conditional wording stays readable. A wording template can hold several headings, such as "Under 55" and "Over 55". Set the wording block to Pick one and say when Templi should use each heading.
Good candidates are 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 AI prompts an example
An AI prompt is an instruction to a competent colleague. What Templi writes says what to write, and an example shows how your firm writes it. Click Add example on the prompt and paste a finished paragraph from a real report, with the client details changed. Templi matches the example rather than guessing your style.
Say what to include: "The pension provider, plan type, current fund value and the date of the valuation."
Under If nothing is found, choose Flag as missing so you see the gap before the report goes out, or Leave it out when the sentence is optional.
Put anything that hides or repeats under its own heading
Templi can hide or repeat a whole section from its heading, which is far easier than picking out a run of paragraphs. If content might be left out for some clients, or written once per pension or policy, give it a heading first, then ask Templi, for example "Hide the Protection section when the client is not taking new cover" or "Repeat the Your existing pension section for each pension".
Hide or repeat single sentences only when a heading would look odd in the finished report.
Use dropdowns for short choices, not whole passages
A dropdown suits a word or phrase inside a sentence, such as the client's title, "monthly" or "annually", or "you" or "you both". Fill in AI context for each option so Templi knows when to pick it, for example "the client has a will in place".
For anything longer than a sentence, keep the alternatives as headings in a wording template and use a wording block set to Pick one, or put a hide rule on each alternative section. The template stays readable, and you can update the wording without opening every report template that uses it.
Tell tables what to do with the rows
Templi fills a table from the client's data, but it cannot tell whether the rows in your template are a fixed layout or just examples. Say so in the Table 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
Click a block's name at the top of its card to rename it. "Fund value" is easier to find than the first words of an instruction. Name blocks when a template has more than a handful, and use the same names across your templates.
Test on past cases before you publish
Run Tuning on one or two clients whose reports you have already sent, and compare Templi's test report with yours. Every note you give changes the template, so the reports for every later client improve.
Ask Templi
You can describe a whole template in the chat beside it: the headings, which sections repeat or hide, where the standing wording comes from, and what each prompt should write. For example:
"Make the risk warnings section copy from our Risk Warnings template, picking the ISA or pension wording to match the recommendation."
"Add an example to the reasons for recommendation prompt, using the paragraph I wrote for Sarah Winters with her details removed."