Templates
Templates help you standardize and speed up outreach writing.
Template Fields
Cold Outreach — Research PositionDEFAULT
Subject
Interest in research opportunities at {{institution}}
Body preview
Dear {{professor_name}}, I am writing to express my interest in research opportunities within your lab at {{institution}}...
{{professor_name}}{{institution}}{{user_name}}{{user_email}}{{date}}{{deadline}}{{signature}}
- •Name
- •Subject
- •Body
- •Optional default flag
Default Template
Only one default template is active per user at a time.
Setting a new default automatically unsets the previous one.
Usage in Task Flows
- •Email modals can preload subject/body from task-linked template.
- •Users can edit content before sending.