Turn any template into an AI-guided writing experience
Previously, using templates for documents like account plans, handover reports, or deal summaries required manual effort—fill in the sections, look up the data, copy/paste from your CRM. The AI could help, but it didn't know the specific structure or data requirements of your template.
Now, templates in Bigmind support AI instructions. Using a rich token in the editor, anyone on your team—no technical skills required—can embed granular instructions directly into a template. Each instruction tells the AI agent exactly what data to pull, which systems to query, and how to write each section.
When a user generates a document from the template, the AI follows every instruction precisely—pulling live data from your CRM, meeting notes, enrichment sources, and more to produce a complete, polished document that matches your template's structure in detail.
You can even add contextual hints based on which agent uses the template, giving the AI additional guidance on where to source specific pieces of information. Build your account plan template once, and let the AI write it perfectly every time—for every account.
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