Using Templates

Templates are pre-built note structures you can apply whenever you need a consistent format. Instead of recreating the same headings and sections every time you start a meeting note or weekly review, you define the structure once and reuse it.

Listing Your Templates

Ask Atlas what templates you have available:

• “List my templates”
• “What templates do I have?”
• “Show me my note templates”

Atlas will return a list of the templates in your vault’s templates folder, along with a brief description of each one if you’ve added one.

Creating a Note from a Template

Once you know which template you want, ask Atlas to use it:

• “Create a note from the meeting template”
• “Start a new note using the weekly review template”
• “Create a project plan note using the project template — call it Henderson Rebrand”

Atlas applies the template, fills in any built-in placeholders (like {{date}} or {{title}}), and creates the note in your vault. You’ll see the new note open in the editor ready to fill in.

Tip

You can combine template creation with specific details in one message. Try: “Create a meeting note from the 1on1 template for my call with Marcus at 2pm today.” Atlas fills in what it can and leaves placeholders for what it can’t.

Templates Save Time for Repetitive Note Types

Templates shine when you have recurring structures. Common uses include:

• Meeting notes — Attendees, Agenda, Discussion, Action Items
• 1-on-1 notes — Check-in, Goals, Blockers, Follow-ups
• Weekly reviews — Wins, Challenges, Priorities, Reflection
• Project plans — Overview, Goals, Timeline, Stakeholders, Risks
• Research notes — Summary, Key Points, Questions, Sources
• Journal entries — Mood, Highlights, Gratitude, Tomorrow

Any note you find yourself recreating manually is a good candidate for a template.

Auto-Filled Placeholders

When Atlas creates a note from a template, it automatically replaces built-in placeholders with real values:

• {{date}} becomes today’s date
• {{time}} becomes the current time
• {{title}} becomes the note title you provide
• {{day}} becomes the day of the week

For custom placeholders (like {{client_name}}), you can either specify the value when asking Atlas to create the note, or fill them in manually afterward.

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Next: Creating Templates