Before we begin, do you know how Templi works? This basic guide will give you all the context you need!
How to Write Reports Using Templi
Writing reports in Templi is both efficient and straightforward. In this guide, we’ll break down the process step-by-step, ensuring you can confidently generate reports that are precise and professional.
What You Need Before You Begin
Before you start writing a report, make sure you have:
A Template: Ensure you’ve created a template for the specific case. If you haven’t, check out our guide: How to Create Templates in Templi.
A Client Profile: The client must be added in Templi. Learn how to set this up in our guide: How to Create and Manage Clients.
Relevant Files: Gather all necessary documents, such as meeting notes, valuations, charges, fund factsheets, etc.
Once these are ready, you’re all set to begin!
Starting a Report
Follow these steps to start a new report:
Select the Client: Choose the client for whom you’re writing the report.
Choose a Template: Click “Generate a Report” or “View All Templates” to select the appropriate template.
You’ll now see the first page of the report-writing process.
Initial Setup
Input a Report Name: For example, “Annuity Suitability Report for Mr Doe”
Attach Relevant Files: Drag and drop the necessary files into the upload area. If you haven’t uploaded these files beforehand, you can add them now. (These files will also appear later in the Client Files section.)
Preview Files: Verify each file to ensure the correct ones are attached.
Tip: Attach only relevant files, as this helps Templi work more effectively. Always remember "rubbish in rubbish out".
Once everything is in place, click “Next” at the top-right corner.
Reviewing Extracted Information
At this stage, Templi will extract key pieces of information from the files and client details:
Client Objectives
Client Background
Recommendations
Reviewing and Editing
Review the extracted information to ensure it’s accurate.
If anything is missing or needs adjustment, you can edit it here.
Once satisfied, click “Next.”
Note: In most cases, the extracted information will be accurate, requiring minimal or no edits.
Resolving Facts
Templi will now analyse your template, attached files, and the provided context to identify all the facts needed for the report. These facts will be categorised into three statuses:
Confident: Information Templi is 100% certain about.
Conflicting: Information where Templi found multiple potential answers.
Missing: Information Templi couldn’t locate.
Resolving Conflicting and Missing Facts
For Conflicting Facts, select the correct answer from the options provided.
For Missing Facts, input the required information if necessary.
Once you’re satisfied with the resolved facts, click “Generate.”
Generating the Report
Templi will now use the facts to write your report. This process typically takes 10–30 seconds.
Take a look on our demo to see this process in action: