Creating and customising templates

Templates let you generate structured documents from your activity, in a format you choose. There are two ways to create one.

Option 1: let AI generate a template

1. Describe the document you want, for example "generate a template for meeting minutes".
2. Zone Scribe creates a template with fillable fields, shown in blue.
3. To customise a field, click the plus icon within it. You can adjust the formatting instructions or add detailed guidance, such as changing date formats or adding structural requirements (for example, "create a header for each agenda item").
4. Name the template yourself, or let AI suggest a name, then click Save.

Option 2: build a template from scratch

If you'd prefer complete control, build the template yourself using the formatting tools across the top of the screen: headers, bullet points, numbering, indentation and so on.

For example, an HR file note template might include:

• a title;
• sections for subject, date and description;
• custom, AI-populated fields that you add using the plus icon.

Once you're finished, save the template.