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Agents can populate a custom Word, Excel, or CSV document. Common examples include:
  • A Lease Abstract Template
  • A Financial Model (Speadsheet)
  • A Reporting Template
When an Output Template is added to an Agent, the Agent will replace placeholders in the document with results from its Prompts. All other styles, formatting, formulas, and macros in the document will be preserved.

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The Template System

Each Agent has three components:
  1. Input: Where the Agent will look for source documents
  2. Prompts: The instructions which the Agent will execute on the source documents
  3. Output: Where Agent will put the results of its Prompts
We can insert the results of an Agent into an Output Template document. Each Prompt has an associated placeholder which we can insert into the Output Template and then save to the Agent. When the Agent completes a Run, placeholders are replaced with the results from that Prompt.

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Setting Up A Template

Starting your from Agent’s main page, click “Add Output Template” in the “Output” box. Next, select the type of Output Template you would like to use. Four types of templates are supported:
  • Word
  • CSV
  • Excel
  • Excel Multple Runs
Excel Multiple Runs templates can use values from more than one Run in the same Output Template, while the other types use values from a single Run. After selecting the type of template you want to use, a modal will open where you can upload a template file. From this modal, you will see each Prompt defined for the Agent as well as their corresponding placeholder.

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Editing Your Template

If you are using Excel for desktop on either PC or Mac, Kolena provides an Add-in for editing your templates: Kolena Agents for Excel. Otherwise, open your template document in a seperate window using Word, Excel, or some other document editor. Copy and paste the appropriate placeholders into your template document. If necessary, define new Prompts to populate your template. Each new prompt will have an associated placeholder.
Kolena will preserve the font and format of the placeholders in Word and Excel documents. For example, if your placeholder in a Word document is {{ company_name }} in bolded, size 24, Times New Roman and your Agent Run has Company Name extracted as Kolena Inc, the placeholder will be replaced with Kolena Inc, also in bolded, size 24, Times New Roman.All elements in the template files that are not in placeholders (e.g. text, images, and borders) will be preserved.

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Uploading the Template

Once you have inserted the appropriate placeholders into your document, save it and upload it in the “Set Output Template” modal. When uploading, Kolena will indicate which placeholders are detected in the document. Click “Submit” to save the template to the Agent.

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Templating the Output File Name

Placeholders can also be used to populate the output file name by using the curly-bracket syntax employed by Word and CSV templates in the file name of the template. For example, if you have a lease abstract template and want each file to be named using the property address (“123 Example St - Lease Abstract.pdf”):
  1. Ensure your Agent has a prompt that returns the property address (suppose its placeholder is property_address)
  2. Name your lease abstract template file {{ property_address }} - Lease Abstract.docx
  3. Upload this template file to your Agent
When an output is downloaded manually or sent to a Destination, the placeholder in the file name will be replaced with the real property address.
Form prompts can also be used in the template file name, via either of these two syntaxes:
  1. {{ property_info["Address"] }} - Lease Abstract.docx
  2. {{ property_info.Address }} - Lease Abstract.docx

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Using the Template

Once you’ve uploaded a template to the Agent, you can use it for direct downloads and for automated Integrations to Destinations.

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Downloading the Output

You can directly download the Templated Output for a given Agent Run:
  1. Navigate to the desired Agent Run
  2. Click into the “Report” tab
  3. Click on the (Download) icon
  4. Select your desired template and format from the download menu
Output Templates may be downloaded as either an editable docx / xlsx, or a generated pdf.

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Configuring a Destination

You can also specify a template for export with a Destination:
  1. From the Agent’s main page, click on “Add Destination” in the “Output” box, or edit an existing Destination
  2. Under the “Export Options” section for the Destination, select your desired Ouput Template as the “Fill Template”.

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Template Structure Guides

To learn more about how templates are structured and how to use placeholders, visit the page for the appropriate template type below: