<aside> 💪

Get tasks done 3x faster with your own document templates

</aside>

Create tailored documents using AI and the template system

Did you know you can create your own templates in Whisperit? Whether it’s for a meeting report, an email, or an internal note, templates let you streamline your workflow and produce documents that match your personal style and specific needs.

Follow these simple steps to create your first template.

How to create a document template

1. Go to the « Templates » section

   From the left-hand menu, click on “Templates” to access the template management space.

2. Create a new template

   Click on the « Create New Template » button and follow the steps to set up your template.

   • Paste in text : Create from existing notes or content
   • Generate : Create using a prompt in seconds
   • Create in advanced mode : Create your template manually without assistance

3. Save your template

   Once your template is ready, click « Save ». It will be added to your list of available templates.

4. Test and refine your template

   Try generating a document with your template to make sure it meets your expectations. It’s common to make adjustments so it better fits your workflow.

// VIDEO

Why use templates?

• Save time: prepare templates for recurring tasks and apply the same instructions each time.
• Standardize your documents: keep consistent formatting, tone, and structure across reports, emails, and more
• Improve accuracy: guide the AI with specific formats and custom fields linked to your prompts.
• Adapt to your profession: create templates aligned with your professional needs and internal processes.

Tips for effective templates

• Apply your tone of voice and preferred terminology.
• Use industry-specific vocabulary.
• Structure documents to ensure clarity and professionalism.