Templates

Templates enable reusable document generation with a standardized structure: the format is defined once, after which only the content is filled in. This pays off wherever documents share the same layout – letters, cover letters, meeting minutes, quotation templates.

However, you cannot simply upload a finished document — it must be prepared with placeholders first.

Preparing templates

Placeholders are curly braces with a word inside: {placeholder}. Open the document in its native application (Word, Excel, PowerPoint) and insert placeholders such as {CompanyName}, {Date} or {Address} wherever CompanyGPT should insert dynamic content. Placeholder names are freely choosable but should be descriptive.

• Word (.docx): Place {placeholder} directly in the document text. Example: “Dear {Salutation} {LastName}, …” or a table cell with {InvoiceAmount}
• Excel (.xlsx): Place {placeholder} in individual cells. Example: Cell A1 with {EmployeeName}, Cell B1 with {Department}
• PowerPoint (.pptx / .potx): Place {placeholder} in text boxes on slides. Example: Title slide with {ProjectName}, content slide with {Summary}

In the example template the placeholders cover the sender ({from_name}, {from_title}, {from_company}, {from_email}, {from_phone}, {from_website}), the recipient ({to_name}, {to_company}, {to_address_line1}, {to_address_line2}) as well as {date}, {topic} and {message}.

Note

Use descriptive placeholder names like {CustomerName} instead of {C1}. This helps CompanyGPT understand the context and fill placeholders more reliably with the correct data.

Caution

A regular, fully completed document without placeholders cannot be used as a template. CompanyGPT requires the {placeholder} markers to identify which parts should be dynamically replaced.

Uploading and sharing templates

Templates are uploaded in the interface under Upload Template. The scope then determines visibility: User means only you can use the template; Global releases it to every user in the organization.

Advanced template syntax

Besides simple {placeholder} markings, Word templates support advanced expression syntax for dynamic content such as loops to create rows in tables.

Table loops in Word

Loops in Word tables are controlled via dedicated rows. The FOR and END-FOR commands are placed in their own table rows respectively:

Name	Since Joined
{FOR person IN people}
{= $person.name}	{= $person.joiningYear}
{END-FOR person}

• The FOR row marks the loop start – it is removed during rendering.
• The body row is duplicated for each entry in the array.
• The END-FOR row closes the loop – it is also removed.

Caution

The FOR and END-FOR rows must be complete table rows – place the command in the first cell, the remaining cells of the row stay empty. Commands within a cell of a regular row do not function as loop control.

Using templates in chat

Once uploaded, reference the template in the chat and provide the data for the placeholders. If information is missing the agent asks for it – it lists the open placeholders and in part already suggests values.

You enter the details straight into the message: your own message can be edited and re-sent via Update & rerun, while Save keeps the change without a new run. Fields you do not need can be answered explicitly as not applicable.

companyFILES then produces the document: structure, typeface and accent color come unchanged from the template, and the provided content stands where the placeholders were.

Example prompt: “Create an invoice using the ‘Invoice Template’. Customer name: Sample Inc., Invoice amount: $1,500, Date: April 15, 2026”

Note

If the same template is always in play, put it into the instructions of a dedicated agent. You then no longer have to state which template is meant – the agent works more precisely and handling becomes considerably simpler.

Documents without a template

If no template is used, the settings take effect: colors, typography, page layout and logo then come from the organization default or from your personal overrides.