Templated

@Templated list all my invoice templates and show me which ones are tagged 'active'

Found 8 invoice templates in your Templated account. 5 are tagged 'active': 'Monthly Invoice v2' (tpl_8k3j), 'Quarterly Statement' (tpl_9m2n), 'Service Invoice' (tpl_1p4q), 'Retainer Invoice' (tpl_5r6s), and 'Project Invoice Final' (tpl_7t8u). The remaining 3 templates ('Draft Invoice', 'Old Format', 'Test Template') have no active tag. Each template includes creation date, last modified timestamp, and full tag list.

This example demonstrates read-only template discovery. Requires a valid API key with read permissions. Templated's pagination defaults to 50 results per page—if you have hundreds of templates, you'll need to request subsequent pages explicitly. Tag filtering happens client-side after retrieval.

@Templated generate a PDF invoice using template 'Monthly Invoice v2' with client name 'Acme Corp', amount '$4,500', and due date 'March 15, 2025'

Created render job for template 'Monthly Invoice v2' (tpl_8k3j). Variables applied: client_name='Acme Corp', amount='$4,500', due_date='March 15, 2025'. Render ID: rnd_3x7y. PDF generation typically completes in 5-15 seconds depending on template complexity. Once ready, the document URL will be available via the render ID. Note: rendered documents expire after 30 days unless your account has extended storage enabled.

This showcases Templated's core render capability—turning templates into PDFs or images with dynamic data. Variable names must match your template's placeholders exactly (case-sensitive). Render jobs are asynchronous; you may need to poll for completion status if immediate download is required. Side-effect: creates a billable render in your account quota.

@Templated clone my 'Service Invoice' template as 'Service Invoice - EU VAT' and add tags 'europe' and 'vat-compliant'

Cloned template 'Service Invoice' (tpl_1p4q) successfully. New template created with ID tpl_2z9w and name 'Service Invoice - EU VAT'. Added tags 'europe' and 'vat-compliant' to the cloned template. The new template inherits all layout, styling, and variable placeholders from the original. You can now customize the cloned version independently—common next steps include updating VAT calculation fields or adding EU-specific legal disclaimers.

This example chains two operations: cloning a template, then tagging the result. Useful for creating regional or client-specific variants without manual recreation. The clone operation duplicates structure but not historical render data. Requires write permissions on your API key. Tags help organize templates when your library grows beyond a dozen entries.

When Templated beats manual PDF assembly for recurring docs

A 6-person sales team closing 40-60 deals per month needs SOWs, MSAs, and order forms with customer-specific variables. Templated wins here because the Create Template Render tool takes a template ID and a JSON payload of variables, then returns a PDF in seconds. The sales ops lead sets up 3-5 templates once, tags them by doc type, and the reps call them from Switchy during deal close without touching design tools. The threshold: if your docs need conditional logic beyond simple variable swaps (like showing Section 7 only for enterprise deals), Templated's render engine won't handle it—you'd need a heavier document automation platform. But for straightforward mail-merge-style PDFs at volume, this is the right call.

Why Templated works for high-frequency support docs

A 3-person support team handling 200 tickets per week needs to attach personalized troubleshooting guides, account summaries, or compliance letters. Templated fits because the List All Templates and Create Template Render tools let agents search by tag, pick the right doc, inject ticket data, and attach the PDF—all from Switchy without leaving the conversation. The Clone Template tool also helps when a new product line launches and you need to spin up 10 variants of an existing guide. The trade-off: if your support docs are mostly static (same PDF every time), you don't need dynamic rendering—just host them in a knowledge base. But when every attachment needs customer name, account ID, or ticket number baked in, Templated keeps the workflow fast.

When Templated scales new-hire paperwork without design bottlenecks

A 2-person HR team onboarding 8-12 people per quarter needs offer letters, benefits summaries, and first-day checklists with employee-specific details. Templated works because the Create Template Render tool takes HRIS data (name, start date, salary, manager) and outputs a polished PDF in one call. The Add Tags to Template tool also helps organize docs by role or location so the HR lead can filter templates without scrolling. The boundary: if your onboarding flow requires e-signatures or multi-step approvals, Templated only handles the PDF generation step—you'd still need DocuSign or HelloSign downstream. But for the pure document assembly piece, this eliminates the design-team dependency and keeps onboarding moving.