Spott allows you to easily create custom templates to structure your Candidate Reports and Job Descriptions exactly how you want and need. You can choose to start from scratch or from an existing template to get started.

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Create a new template

You can start working on a new custom template from 2 locations:

1. From anyReport > Setup or Job Descriptions > Setup pages directly, by clicking on Start from a different template button on the top right

2. By navigating to Settings > Template and opening any of your existing templates by clicking on their respective card (e.g. Default Exec Search below)

From the window that opens up, click + Add Template from the sidebar to create a new template.

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Modify an existing template

Instead of adding a new section through + Add Template, you can follow the same steps as ‘Create a new template’, but instead choose the template you want to update from the sidebar, and start editing in the right hand side.

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Building your template

We break down the structure of your candidate report or job description into multiple sections. Each section should covers a particular topic you want to discuss as well as a number of instructions which the AI will try to adhere to as closely as possible. We will cover these just below.

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Adding new sections

New sections can be added using the two button at the bottom of the builder.

Two types of sections exist:

• Single sections (+ Add section) Single block of text, non-repeating.

• Repeating sections (+ Add Repeating Section) In some cases you’ll want to generate multiple sections, one for each item (e.g. topic, previous employment) to be discussed without knowing exactly what each item was.For this, Spott provides the ability to configure a repeating section which takes the structure For Each X. We will then produce one section for each of this keyword in your final output.

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Re-arranging sections

You can rearrange sections by dragging them up or down within the editor using the drag handle on the left

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Otherwise, you can click the Trash icon

on the right to get rid of one.

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Defining each section

Each section has a number of inputs you and instruction you can give to tailor your outcome.

Property	Explanation
Title	Heading/ title of this section
Instructions	Concrete instructions as to what this section should cover in terms of content
Length	Target length to write in this section (e.g. short will result in 100-200 words, medium 200-400 words and long 400-800 words roughly)
Format	Display format (choose between Paragraphs, Bullet points, Table format or a ‘Heading Only’