BuildBetter’s document system uses templates to generate structured business documents from your calls, signals, and data. Templates ensure consistent, professional output tailored to your needs.Documentation Index
Fetch the complete documentation index at: https://docs.buildbetter.ai/llms.txt
Use this file to discover all available pages before exploring further.
What Are Document Templates?
Templates define the structure, sections, and AI instructions for generating documents. They ensure every document of a given type follows the same format and includes the right information.Built-In Templates
System-provided templates for common business documents
Custom Templates
Organization-specific templates you create for your unique needs
Available Template Types
Meeting Documents
- Meeting Summary: Structured notes with decisions and action items
- Call Notes: Detailed conversation capture
- Action Items: Extracted tasks and next steps
- Decision Log: Key decisions and rationale
Product Documents
- Product Requirements (PRD): Comprehensive product specifications
- User Stories: Formatted with acceptance criteria
- Feature Specifications: Technical details and requirements
- Release Notes: Update summaries for customers
Business Documents
- Interview Summary: Key insights from user research
- Strategy Document: High-level analysis and recommendations
- Q&A Extract: Questions and answers from recordings
- Status Update: Progress reports and blockers
- Executive Summary: High-level briefings
Template Components
Each template includes:Structure Definition
- Sections: Organized content areas (Overview, Requirements, etc.)
- Headings: Hierarchy and organization
- Content blocks: Specific information types
AI Instructions
- Generation prompts: Guides AI on what to extract
- Focus areas: Emphasized content types
- Tone and style: How content should be written
Default Settings
- Generation strategy: Focused Analysis or Theme Discovery
- Data source: Full Context or Key Insights
- Permissions: Default visibility level
Creating Custom Templates
Custom templates allow you to define documents specific to your organization’s needs.Access Template Management
- Navigate to Settings > Organization > Document Templates
- Click “Create Template”
- Define template structure and settings
- Save for use across your workspace
Template Configuration
Basic Information
- Template name and description
- Category/type classification
- Icon or visual identifier
Structure & Sections
- Define document sections
- Set section order and hierarchy
- Configure conditional sections
Generation Strategies
Templates can specify default generation strategies:Focused Analysis (One-Shot)
- Best for small datasets (under 100 signals or 10 calls)
- Simple, all-at-once processing
- Faster generation
- Ideal for single meetings or focused topics
Theme Discovery (Divide-and-Conquer)
- Best for large datasets (over 100 signals or 10 calls)
- Advanced pattern recognition
- Identifies themes across sources
- Not suitable for counting or quantitative analysis
You can override the template default when creating a document if you need a different strategy for specific use cases.
Data Source Options
Templates can specify preferred data formats:Full Context (Qualitative)
- Uses complete transcripts and conversations
- Best for narrative documents
- Preserves nuances and details
- Only available with calls/folders (not datasets/signals only)
Key Insights (Extractions)
- Uses pre-extracted signals
- Best for summaries and reports
- Focuses on highlights
- Less effective with 20+ sources
Template Best Practices
Define clear sections: Well-structured templates produce better documents
Provide detailed AI instructions: The more guidance you give, the better the output
Test with real data: Validate templates with actual calls and signals before team-wide use
Use appropriate defaults: Set generation strategy and data source based on typical use
Keep templates focused: Specific templates work better than trying to be all-purpose
Using Templates
During Document Creation
- Select a template from the list
- Review template preview (if available)
- Add your data sources (calls, folders, signals)
- Optionally override template defaults
- Generate your document
Template Selection Tips
- Meeting summaries: Use single-call templates with Full Context
- Trend analysis: Use multi-source templates with Theme Discovery
- Quick reports: Use Key Insights format for speed
- Detailed docs: Use Full Context format for depth
Common Use Cases
Product Teams
- Create PRDs from customer interview folders
- Generate user stories from research sessions
- Build feature specs from feedback signals
- Document technical decisions from architecture calls
Sales & Customer Success
- Transform sales calls into opportunity summaries
- Create account reviews from customer meetings
- Generate status updates from check-in calls
- Build competitive analysis from market research
Leadership
- Compile executive summaries from multiple sources
- Create strategic reports from planning sessions
- Generate board updates from leadership meetings
- Build investor docs from pitch practice
Troubleshooting Templates
Poor Output Quality
Poor Output Quality
- Review and refine AI instructions in the template
- Ensure data sources match template expectations
- Try different generation strategy
- Add more specific focus/description when generating
Missing Sections
Missing Sections
- Check that template sections are properly defined
- Verify source data contains relevant content
- Ensure generation strategy matches data volume
- Try Full Context instead of Key Insights
Inconsistent Results
Inconsistent Results
- Standardize source data quality (complete transcripts, speaker labels)
- Use consistent generation settings
- Test template with various data sets
- Refine AI instructions for clarity