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A template is a re-usable brief — a short paragraph telling Guhan WHAT a message should say. Guhan writes the actual words per prospect. Not a fill-in-the-blank template. You describe the intent. Guhan does the writing.

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Where to manage templates

Brand & Voice → Templates. All your templates in one table.

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The 10 defaults Guhan ships

Every new workspace gets these built-in. Read-only (clone to customize):

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Creating a new template

1

Brand & Voice → Templates → + New template

Top-right button.
2

Give it a name

“Signal hook — new leadership” or “Break-up — direct”.
3

Pick channels

Which channels can use this template — LinkedIn DM, email, WhatsApp, comment, invite. Multi-select.
4

Write the brief

A short paragraph describing WHAT to say — not the exact words.Good:
Congratulate them on the funding announcement. Reference the specific round and lead investor if visible. Offer a specific value angle relevant to their stage.
Bad:
Hi {firstName}, saw that {companyName} raised! Congrats! (Bad because it’s the literal template; Guhan wants intent + context.)
5

Optional: fetch recent post

For DM channels, opt in to fetching the prospect’s most recent LinkedIn post at send time. Guhan uses it as the opener. Costs 1 credit per fetch.
6

Optional: subject brief (for email)

A short prompt for the subject line. Guhan generates the actual subject per prospect.
7

Save

Template is now available in any Campaign’s sequence steps.

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Using a template in a sequence

Any Send step → “Start from template” dropdown → pick your template. The step gets pre-filled with the template’s brief + channel. You can:
  • Use the brief as-is (recommended)
  • Edit for this specific step (overrides the template)
  • Change channels if the step’s channel is one of the template’s supported channels
Editing a template doesn’t retroactively change sequences that started from it. Each sequence step captures the brief at creation time.

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Cloning + customizing a default

1

Find the default template

Templates table → click the template name.
2

Click Clone

Kebab menu → Clone. You get a new editable copy.
3

Rename + edit

Give it your own name + tweak the brief to match your voice.
4

Save

Your custom version now shows up in the picker alongside the default.

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Tips for writing effective briefs

Reference their post on {topic} > “Compliment their content.”“Congratulate the specific Series A + name-drop the lead VC if visible” > “Say congrats.”
“Offer one specific insight from working with 3 other Series A founders in the same 90-day window” beats “Offer to help”.
“3 short paragraphs, no signature” or “1 sentence, question format” — Guhan will honor.
“Ask if they’d like a 90-second explainer video” — Guhan will end with that ask. Otherwise it’ll pick its own.
“Don’t use the phrase ‘I hope this finds you well’” or “No emoji” — Guhan strictly obeys.

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Filtering the template picker

The Templates table has filters:
  • By tag — you can tag your templates for organization
  • By channel — only see templates that support a specific channel
  • By tone — professional / casual / friendly / direct / playful
Useful when you have 30+ templates and need to find the right one quickly.

Brand & Voice

Where templates live.

Build a sequence

Using templates in sequence steps.