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Get Quick Results: Guide to Templates
Get Quick Results: Guide to Templates

Welcome to Upword Templates!

Updated over 3 weeks ago

Upword now has pre-determined research templates to support your everyday research tasks. Templates are designed to streamline your research process and help you tackle various academic and professional tasks more efficiently. From now- on you’ve got one platform, one home for ALL your research tasks.

  1. Accessing Templates: After logging into your account, you will land in templates - our home page

  2. Template Options: Our Templates offer a variety of research-oriented frameworks:

    • Company Report: Get a full report about a competitor / any other company.

    • Market Report: Get a full report about a market you're interested in.

    • Blog Post: Generate a comprehensive blog post about any subject.

    • Newsletter: Generate a newsletter with the latest news and trends.

    • Essay: Generate an essay for class about any subject.

    • Study Guide: Get a study paper about any subject you're interested in.

    • Investment Memo: Get a investment memo about any subject you're interested in.

    • Competitors Analysis: Get a competitors analysis about any subject you're interested in.

    • White Paper: Get a white paper about any subject you're interested in.

    • Presentation: Get a presentation about any subject you're interested in.

    • Sales Pitch: Get a sales pitch about any subject you're interested in.

      OR

    • Manually start a research by typing in a subject and creating a project

    • Upload (the arrow icon to the left of Template): upload any type of document or URL to summarize/create a draft. Efficiently condense long-form content.

  3. Using Templates

    Each template provides a structured approach to your research task:

    • Select the most appropriate template for your needs

    • Follow the provided prompts and fill in the designated sections

    • Use the AI-assisted tools within each template to enhance your research

  4. Customization

    While templates offer a solid structure, you can adapt them to fit your specific research needs via our Blocks board. You can backtrack and reverse engineer the AI process to customize every step of the way via Blocks!

    • Add or remove text and sources as needed

    • You also have additional edit features on the right upper corner of your Draft

  5. AI Integration:

    Our Templates work seamlessly with Upword AI's core features:

    • Intelligent source suggestions (AI Fetch) based on your template inputs

    • Automated summarization of key points from sources

    • AI tools - capture, comment, and use our integrated copilot

  6. Best Practices

    • Start with a clear research objective before choosing a template

    • Use templates as a guide, but don't let them limit your creative thinking

    • Regularly review and refine your work as you progress through the template

We're excited for you to explore Templates and elevate your research process. Happy researching with Upword AI!

Remember, Templates are designed to enhance your natural research skills, not replace them.

As you become more familiar with using Templates, you'll discover how to best integrate them into your unique research workflow.

We welcome your feedback to help us continually improve your Upword AI experience.

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