> ## Documentation Index
> Fetch the complete documentation index at: https://sourcetable.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Templates overview

> Start from pre-built templates or generate custom spreadsheet templates with AI.

Sourcetable offers two ways to work with templates: choose from a library of pre-built templates, or describe what you need and let the AI generate one from scratch.

## AI template generator

Open the AI chat and select **Template** mode, or just ask:

* "Create a monthly budget tracker template"
* "Generate a project timeline template with milestones and dependencies"
* "Make a sales pipeline template with stages, probabilities, and expected close dates"
* "Build an employee onboarding checklist template"

The AI creates a fully structured spreadsheet with:

* Appropriate columns and headers
* Formulas for calculations (totals, averages, percentages)
* Conditional formatting for visual cues
* Sample data to demonstrate the template

## Template categories

### Finance and accounting

* Budget tracker (monthly, annual, project)
* Expense report
* Invoice generator
* P\&L statement
* Cash flow forecast
* Financial model

### Sales and CRM

* Sales pipeline tracker
* Lead scoring sheet
* Commission calculator
* Quota tracking
* Win/loss analysis

### Marketing

* Campaign tracker
* Content calendar
* Social media planner
* Marketing budget
* ROI calculator
* A/B test tracker

### Project management

* Project timeline / Gantt chart
* Task tracker
* Sprint planning
* Resource allocation
* Risk register
* RACI matrix

### HR and operations

* Employee directory
* Onboarding checklist
* Time tracking
* Performance review
* Hiring pipeline
* Capacity planning

### Data analysis

* Survey results template
* KPI dashboard
* Competitive analysis matrix
* SWOT analysis
* Customer segmentation

## Customizing templates

After the AI generates a template, you can:

* Modify columns, headers, and formulas
* Adjust formatting and colors
* Ask the AI to add or remove sections
* Connect it to live data sources via connectors

## Saving templates

Save any workbook as a template for reuse:

1. Build your template (manually or with AI)
2. Save the workbook
3. Duplicate it each time you need a fresh copy

Templates connected to data sources will pull fresh data each time they're opened.