Templates

Battle-tested capture templates.

Pre-built field structures for the most common capture workflows. Install, pick a template, start capturing in 30 seconds.

Capture leads from chat with name, intent, deal size, and source thread.

Name Email Company Intent Deal size Source URL

File rich Jira/Linear tickets with screenshot, console state, and reproduction.

Title Severity Steps to reproduce Browser OS Screenshot

Turn customer messages into Zendesk/Freshdesk tickets with full thread context.

Customer Subject Description Priority Source Attachments

Send a sentence from a meeting note to Asana, Monday, or ClickUp.

Title Owner Due date Project Source URL

Capture a thought or follow-up before it slips. Send to Notion or Things.

Note Trigger Source URL Reminder

Capture meeting decisions and assign owners directly from your notes app.

Action Owner Due date Meeting source

Customer asks → product backlog. Capture verbatim quotes and customer context.

Request Customer Use case Priority Source

Receipt screenshot → expense report. With vendor, amount, and category.

Vendor Amount Category Date Receipt image

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