The Template Creation Assistant lets you prepare a template without starting from scratch. There are two ways to use it.
Import directly from a paper report
Take a photo or screenshot of a paper or Excel report you are already using and load it in — the AI will analyze the fields and reflect them in the template. You can use up to 5 images.
If you want to avoid the hassle of migrating from paper-based operations, this is the fastest way to get started.
Create with AI guidance
Tell the AI the purpose of the report you want to create and the information you want to collect, and it will suggest fields. This is ideal when creating a new report that is not yet in use.
What to do after generating
The template created by the AI is a starting point. Do not use it as-is — always review it with the following points in mind.
- Are the fields used for aggregation set to selection-based input?
- Are there too many required fields?
- Are the fields arranged in the order of actual work steps?
Related
Creating a template that leaves no room for confusion on-site
https://help.communication.teachme.jp/hc/en-us/articles/61439134562201
How to operate
Create a template with the Template Creation Assistant
https://teachme.jp/8/manuals/49954830
Create a report template
https://teachme.jp/8/manuals/49954804