Getting started

Connect your back-office system Install the Templi Adviser desktop app Import your clients

Templi AI blocks Blueprint Panel Prompts Hide a section Repeat a section Copy Paste Section Copy Paste Image Dropdowns AI tables

Template best practices

Intelliflo Office Iress Xplan Plannr Google Calendar Outlook Calendar Gmail Outlook Mail Google Drive Microsoft OneDrive Microsoft SharePoint

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Best practices

How to build templates that generate well, first time.

Template best practices