Documentation Index
Fetch the complete documentation index at: https://docs.raycaster.ai/llms.txt
Use this file to discover all available pages before exploring further.
Overview
Templates provide reusable sheet structures that help your organization work consistently and efficiently. Access all templates from the Templates page where you can view built-in templates and manage your custom ones.Accessing Templates
Templates Page Interface
The Templates page shows all available templates in an organized card layout: Built-in Templates:- Display with “Built-in Template” badges
- Include column counts and feature tags
- Cannot be edited or deleted
- Available to all organization members
- Show edit and delete icons for templates you own
- Display “Edit Template” button for modifications
- Include column counts and customizable descriptions
- Can be shared with your organization
Creating New Content from Templates
Access Creation
Click + Create Template to make a new template, or use templates when creating sheets
Built-in Templates
Default Company Research
Track and analyze companies including funding, web traffic, and key metrics. 14 columns including:- Company Details: Company name, website, industry, location
- Website: Traffic analysis and web presence data
- Location: Geographic information and market presence
- Funding: Investment rounds, total funding, investors
- Business Metrics: Revenue, growth rate, employee count
- Research Columns: AI-powered company analysis and insights
Default People Research
Track and research people including their professional details and contact information. 15 columns including:- Contact Info: Name, email, phone, social profiles
- Professional Info: Title, company, department, experience level
- LinkedIn Profile: LinkedIn data and professional network
- Background: Education, career history, skills
- Research Data: AI-powered professional analysis
- Engagement: Interaction history and personalization data
Template Management
Editing Custom Templates
For templates you’ve created, use the template management options:Template Actions
Edit Options:- Edit Icon: Quick access to template editor
- Edit Template Button: Full template modification interface
- Column Management: Add, remove, or modify template columns
- Settings Update: Change template name, description, and sharing
- Delete Icon: Remove custom templates you no longer need
- Confirmation Required: Prevents accidental template deletion
- Impact Warning: Shows which content uses the template before deletion
Built-in templates (marked with “Built-in Template” badges) cannot be edited or deleted, but you can create custom templates based on them.
Specialized Template Examples
Clinical Trials Template
- Trial Information: NCT numbers, phases, status
- Sponsors: Companies, investigators, sites
- Medical Details: Indications, populations, endpoints
- Timeline: Start dates, milestones, completion
- Regulatory: FDA status, approvals, submissions
Patent Research Template
- Patent Info: Numbers, titles, inventors, assignees
- Classification: IPC/CPC codes, technology categories
- Analysis: Patent family, citations, legal status
- Commercial: Applications, licensing opportunities
Publication Research Template
- Bibliographic: Title, authors, journal, publication date
- Content: Abstract, keywords, methodology, findings
- Network: Author affiliations, funding sources
- Impact: Citations, collaboration networks
Creating Custom Templates
Using the Create Template Button
Access template creation from the Templates page:
Configure Template
Set up your template structure:
- Name: Choose a descriptive template name
- Description: Explain the template’s purpose
- Columns: Define the column types and settings
- Research Settings: Configure AI research capabilities
Set Sharing
Choose template visibility:
- Personal: Only you can use this template
- Organization: Available to all team members