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What it does

Custom templates let you configure Earmark to produce artifacts that match your team’s exact formats and workflows. Whether you need product requirements in a specific structure, engineering tickets that match your tracker, stakeholder updates in a particular format, or internal communications that follow a house style, we’ll build a custom task agent that handles it.
Earmark custom template request form showing fields for template name, description, and sample format.

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Why it matters

Every team has its own way of working. Built-in templates cover common patterns, but your sprint retro format, your client debrief structure, or your post-mortem checklist is unique. Custom templates close that gap so Earmark produces outputs you can use immediately, without reformatting.

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How it works

1

Share your format

Send us the structure you want Earmark to generate. This can be:
  • An existing template or document format your team already uses
  • A ticket format from your project tracker
  • A checklist or workflow you follow after meetings
  • A past example of an artifact you liked
The more concrete the example, the better the result.
2

We create the task agent

Our team configures a custom task agent that understands your format and produces outputs aligned to the structure you provided.
3

Use it in meetings

The task agent appears in your template library. Run it during any conversation and it produces the artifact automatically, just like a built-in template.
4

Iterate if needed

We’ll refine the template based on your feedback until the output matches your workflow.

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What makes a good template

The best custom templates share a few traits:
  • Clear structure with defined sections, fields, or headings
  • Repeatable workflow that your team follows regularly
  • Recurring artifact that gets created after most meetings (not a one-off)
Not sure whether your workflow qualifies? Just ask. We’re happy to help you shape it into a template.

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Request a custom template

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From the template library

Open the template library in any meeting and select Request template. Fill in the details and submit, and we’ll follow up by email.

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By email

Contact support@tryearmark.com with:
  • What it’s called — a short name for the template
  • What it does — describe the artifact and its purpose
  • A sample or format — attach an example document, screenshot, or written structure
  • Key fields or sections — call out any specific sections the output should always include
  • Where the output will be used — tickets, docs, Slack updates, email, or something else
We’ll review your request and get back to you to finalize the format.

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Tips

  • Start with a real example from a past meeting rather than describing the format from memory
  • Include section headings, field names, and any boilerplate text you always use
  • Let us know which meetings this template will be used in so we can optimize for that context
  • You can request changes anytime after the template is live