Great templates save hours of work. Learn how to create powerful, reusable document templates with smart placeholders that automatically format your data.
The Power of Smart Placeholders
AI Report Maker templates use a simple placeholder syntax that goes beyond basic text replacement. You can format data automatically as it's inserted.
Basic Placeholder
Thank you for your interest in our services...
Formatted Placeholders
Date: {{date:date}}
Amount Due: {{amount:currency}}
Due Date: {{due_date:date}}
Available Formats
- {{field:currency}} → $1,234.56
- {{field:date}} → January 15, 2025
- {{field:phone}} → (555) 123-4567
- {{field:percent}} → 15%
- {{field:uppercase}} → JOHN SMITH
- {{field:lowercase}} → john smith
- {{field:titlecase}} → John Smith
- {{field|default}} → Uses "default" if empty
Starter Templates
AI Report Maker includes 8 ready-to-use professional templates:
Professional Invoice
Complete billing template
Business Proposal
Client pitch template
Meeting Notes
Structured meeting docs
Client Report
Status report template
Offer Letter
HR hiring template
Service Contract
Agreement template
Thank You Letter
Follow-up template
Project Brief
Project overview template
Creating Your Own Template
Step 1: Design Your Layout
Create a new Google Doc and design your document exactly how you want the final output to look. Include logos, headers, formatting, and styles.
Step 2: Add Placeholders
Replace variable content with placeholders using the {{field_name}} syntax. Match field names to your spreadsheet column headers.
Step 3: Test with Sample Data
Generate one document to verify everything looks correct before processing your entire dataset.
Step 4: Save as Template
Save your template to a dedicated folder in Google Drive for easy access and version control.
Start Building Templates Today
Access 8 starter templates and create unlimited custom templates with Pro.
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