Template-Based Document Generation is live
What you can now do
Bring your own template into SoterAI
Upload any Word document and SoterAI will generate report output directly inside your format, with your structure, headers, and layout intact.
Lock your format into a Custom Workflow
Attach a template to any Custom Workflow so every execution — by any user, on any job — always outputs a consistently formatted document.
Stop reformatting reports
Define your required format once and SoterAI handles the rest, whether you're running a one-off analysis in chat or deploying a workflow across your entire team.
Who it's for
Anyone who generates reports or structured outputs in SoterAI — particularly users building Custom Workflows who need consistent, client-ready or organization-standard formatting every time.
How to find it
- 1In chat: open any chat, attach your template document, and include it in your prompt instructions.
- 2In a Custom Workflow: go to the Workflows page, open or create a Custom Workflow, and attach your template as a fixed input.
Creating, downloading and publishing documents
Have questions about template-based document generation? Contact your account manager or reach out to our support team for help setting this up in your workflows.
Was this article helpful?