Document templates

Write meeting minutes, letters and reports in seconds: upload a Word document you already use, and BuildFlow fills a fresh copy from your rough notes — keeping your firm's exact formatting.

Adding a template

1. Go to Templates in the sidebar and upload a Word (.docx) or Excel (.xlsx) file — a real example of the document, e.g. last week's minutes or your invoice spreadsheet.
2. BuildFlow studies it once and works out the blanks — the parts that change each time (date, attendees, amounts…). The parts that never change stay exactly as they are in your file.

Reviewing the blanks (one time)

When the template shows Ready to review, open it and check the list of blanks BuildFlow found. Each one shows a clear label, what kind of thing it is (text, a date, or a repeating list), and a sample of what it'll fill in — so you can see at a glance what will change. Tick the blanks you want filled and untick any you don't — an unticked blank simply keeps the template's original wording there, untouched. Rename a label to make it clearer, or remove a blank entirely. You only do this once per template.

Below the list, a live preview shows your template with the blanks filled by sample values (highlighted). Missed a blank? Just select the words in the preview that should be filled and give the new field a name — BuildFlow adds it on the spot. (You can also press Recompile to have it read the whole template again.)

Generating a document

1. Press Generate on the template. Pick the project.
2. Paste your rough notes (or attach a file — even a photo of handwritten notes). Typos are fine — spelling and grammar are cleaned up automatically.
3. Press Preview fill. BuildFlow shows every blank with the value it pulled from your notes.
4. Check and edit anything — every blank is editable, and nothing is invented that isn't in your notes.
5. Press Generate document. The finished Word file lands in the project's Documents, formatted exactly like your original.