Templates
Use templates in Decisional to save time and automate repeatable workflows.
Decisional allows you to create memos and magic tables using unstructured data connected to a knowledge engine called sources. You can use AI to generate cell values in a magic table or blocks in a memo manually or by using AI.
You can visit the templates section by going to Templates
on the left navigation bar.
Memo Templates
A memo template is useful when you have an outline or a format of the document you need. You can create and save this in a template that can be re-used inside any knowledge engine.
Creating a memo template
Steps to follow for creating a Memo Template:
- Visit https://app.decisional.com/templates or use
Templates
in the left navigation on the home page - Choose the Build from Scratch option
- Select Memo
- Name your template and choose the
Add Prompt
option - Enter a prompt that covers the format, sections and how you would like the memo template to be generated
- Select Preview Result and wait for the outline of the memo template
Naming the template
Adding your Prompt
Preview & save the memo outline
Generating a memo from a memo template
- Steps to follow for generating a memo from a template:
- Visit the knowledge engine that has the sources on which you want to run the template
- Choose Create New on the top right corner
- Choose Memo and select the template from the drop down
Choose the template
Generate the memo
While the memo is being generated the outline will show up on screen. It will take a few minutes so you can view the progress as the blocks get loaded.