Start from a proven recipe instead of a blank prompt.
Thirty-four templates ship with Finance Studio. Each one opens a project with the right file type, the right tools narrowed, and, for workflows, a schedule already set. Admins can curate which templates appear and feature an elite list on Home.
Documents, decks, pages, workflows.
- Document
Adverse Action Notice
ECOA / Reg B compliant decline letters, reasons filled from the decision engine.
- DocumentStarter
Credit Memo
Underwriting memo with pricing and risk summary.
- Document
Credit Policy What-If Scorecard
Sensitivity sweeps on one policy variable, charted.
- Document
Disclosure Compliance Review
Score marketing or regulatory copy against the DAISE corpus.
- Document
HMDA Fair-Lending Review
Origination vs. denial mix by demographic, from CFPB aggregates.
- DocumentStarter
Mortgage Market Brief
Rates, HPI, housing starts: a briefing for leadership.
- Document
Property & Market Scan
Address to tract to market context.
- Document
Finance Report
Quarterly financial report layout.
- Documents & Editorial
Docs Page
Product documentation page.
- Documents & Editorial
Editorial Page
Long-form article layout.
- Decks & PresentationsStarter
HTML Deck
A deck built in HTML, ready to present or export.
- Decks & Presentations
Editorial E-Ink
A print-feeling deck for reading, not projecting.
- Decks & Presentations
Operating Review Deck
"Approve the plan" style board review.
- Pages & AppsStarter
Analytics Dashboard
A dashboard page with scores, checks and coverage.
- Social & Content
Social Quote Card
A quote card sized for social.
- Agentic WorkflowsStarter
Monday Morning Brief
Mondays · 08:00 - Agentic Workflows
Rate & Market Watch
Mondays · 08:00 - Agentic Workflows
Pipeline Review Pack
Mondays · 17:00 - Agentic Workflows
Competitor Watch
Tuesdays · 07:00 - Agentic Workflows
Receivables Chase List
Tuesdays · 09:00 - Agentic Workflows
Content Calendar Filler
Thursdays · 15:00 - Agentic Workflows
Press Coverage Roundup
Fridays · 09:00 - Agentic Workflows
New Leads Digest
Weekdays · 08:00 - Agentic Workflows
Month-End Close Pack
Monthly · 08:00 - Agentic Workflows
SEO Health Check
Monthly · 07:00 - Agentic Workflows
Scheduled agent
A prompt on a schedule.
on demand / cron - Agentic Workflows
compliance-audit
Daily evidence snapshot of endpoint statuses.
on demand / cron - Agentic Workflows
data-sync
Webhook-triggered fetch-and-forward.
on demand / cron - Agentic Workflows
fleet-devops
Parametrized HTTP health check on a cron.
on demand / cron - Agentic Workflows
marketing-content
Weekly AI-assisted content draft, governed.
on demand / cron - Agentic Workflows
notifications
Cron reminder that posts to a webhook.
on demand / cron - Agentic Workflows
reporting
Scheduled report from a JSON API.
on demand / cron - Agentic Workflows
seo-blog-draft
Weekly AI-drafted SEO post, draft only.
on demand / cron - Agentic Workflows
seo-site-audit
Weekly audit of titles, meta descriptions and H1s.
on demand / cron
Counts on the chips are the catalog totals; the cards are the templates named in it.
Curated per vertical.
The Admin, Templates console controls availability, order and the featured list per vertical.