Templates are a powerful feature in Sana AI that can help streamline your workflow, ensure consistency, and save time. This article will guide you through the process of creating, using, and categorizing templates in Sana AI.
How to Create Templates
Creating a template in Sana AI is a straightforward process. Follow these steps to create your own templates:
Identify the Objective: Before creating a template, determine its purpose. This will help you decide what data to include and how to format it. Common examples include report templates, email templates, and project plans.
Access the Template Creation Tool:
Open Sana AI and navigate to the Templates section.
Click on the "Create Template" button on the right side.
Fill in the Template Details:
Title: Describe what a user can do with your template. This should be a clear and concise description.
Category: Search for an existing category or create a new one. Categories help in organizing and finding templates easily.
Sources: Add sources to make the assistant's answers more accurate. This could include links to documents, databases, or any other relevant information.
Access: Decide who can see this template. The available options are "Only me" and "Everyone in organization".
Assistant Prompt: Here you add all the relevant information for the template:
What the AI is expected to do when using the template: Clearly define the task or action the AI should perform.
Add [[]] to add source references in the text: Use double square brackets to include source references that the AI can use to provide more accurate answers.
Add {{}} to make this section editable: Use double curly braces to create placeholders for editable sections. For example, you can add {{company}} to allow users to input a company name when using the template.
Save the Template:
Once you are satisfied with your template, click the "Create" button.
Your template will now be available in the Templates section for future use.
How to Use a Template
Using a template in Sana AI is designed to be intuitive and efficient. Here’s how you can apply a template to your tasks:
Select the Template:
Navigate to the Templates section in Sana AI.
Browse through the list of available templates or use the search function to find the one you need.
Apply the Template:
Click on the template you want to use.
Depending on the type of template, you may specify additional details. For example, you can choose sources to be used, whether to use web search or not.
Run the Template:
Click Run template at the bottom of the window to start a new chat with all the options that you have previously identified.
How to Categorize Templates
Organizing your templates can help you quickly find the right one when you need it. Here’s how you can categorize templates in Sana AI:
Identify the Category:
When creating a template, you can identify the category to which the template belongs. This helps in organizing and finding templates easily.
Assign Templates to Categories:
During the template creation process, select the appropriate category from the dropdown menu or create a new category if needed.
View Categories:
After the template is created, the category will appear on the right side in the Templates section. This visual cue helps in quickly identifying the category of each template.
Filter by Category:
If you choose any specific category from the list on the right side, all templates with this specific category will appear. This makes it easier to locate the right template without having to browse through all available options.
Use Cases for Templates
Templates can be used in a variety of scenarios to enhance productivity and ensure consistency. Here are some common use cases:
Email Templates:
Sales Outreach: Create templates for initial outreach emails, follow-ups, and thank you notes to streamline communication with potential clients.
Customer Support: Use templates for common support queries to ensure quick and consistent responses.
Report Templates:
Weekly Reports: Standardize weekly status reports with templates that include sections for progress updates, challenges, and next steps.
Project Reports: Use templates to document project milestones, deliverables, and timelines.
Meeting Agendas:
Team Meetings: Create templates for regular team meetings that include sections for agenda items, discussion points, and action items.
Client Meetings: Use templates to prepare structured agendas for client meetings, ensuring all important topics are covered.
Comparison of Two Files:
Highlighting Differences: Create templates specifically designed to compare two files and highlight the differences. This can be particularly useful for version control, proofreading, and ensuring consistency between document revisions.
By following these steps, you can effectively create, use, and categorize templates in Sana AI, enhancing your productivity and ensuring consistency across your tasks.
Tips
Leverage the Sana AI chat for instructions on how to prompt and to create prompts that you can save as templates.
For further information about Sana AI, please contact [email protected] via email.