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How do I create a template using an AI prompt?

Learn how to effortlessly create new templates using an AI prompt

Please note: This article is for creating new templates in New SuiteFiles. To learn how to create templates in SuiteFiles Legacy, click here.

Access:

  • This feature is currently available to select SuiteFiles customers. We'll make it more widely available in a future update.

  • For now, new templates in New SuiteFiles can only be created and used by Tenant Owners, or anyone with Template Admin permission. 

To create a template using an AI prompt:
  1. Navigate to the Templates tab.
  2. Click New Template.
  3. Then Create template from prompt.
  4. Complete the fields mentioned below. 
  5. Tone & Style
    1. Formal - Structured and precise language suited to official documents and reports.
    2. Informal - Relaxed, conversational language for internal or casual communication.
    3. Professional - Clear and polished, balancing authority with approachability.
    4. Friendly - Warm and personable, keeping things light and easy to read.
  6. Document Title - This will be the name of the template and also the name of any documents generated using it.
  7. Prompt - a text instruction passed to the AI that defines the content and/or structure of the output generated for your document. 
    E.g. Generate an engagement letter with a list of services and an area to be signed by me and the client.
  8. Document style - click here to upload a document you've used as a template in the past to have the template generator emulate its style and formatting.

If you would like to learn more about SuiteFiles AI please check out this article.