> ## Documentation Index
> Fetch the complete documentation index at: https://help.get-ryze.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Templates

> Ready-made tasks, report decks and dashboards for the agent — pick one instead of writing the prompt yourself.

Open **AI Marketer → Templates** in the sidebar. Each template is a ready prompt for the agent, built on your workspace's live data.

## Find a template

* Tabs across the top: **All**, **Monitor**, **Create**, **Optimize**, **Automate**, **Report**.
* Platform filters on the right — Google Ads, Meta Ads, Google Analytics, Search Console and others — narrow the list to templates for that platform. Click a filter again to clear it.

## Three kinds of templates

**Task templates** — click the card (or its arrow) and the prompt opens in the agent chat, ready to run. Use the copy icon to copy the prompt and edit it first.

**Deck templates** — presentation-style reports such as **Monthly Client Report** or **Marketing Audit**. Open one and click **Build with agent**: the agent pulls this workspace's data and builds your version in [Reports](/agent/reports). **Copy prompt** gives you the prompt to adjust.

**Dashboards** (the **Monitor** tab) — for example **Organic Traffic Overview**, **AI Traffic Overview**, **Paid Ads Overview**, **All Accounts Overview**. Click **Use template** to create the dashboard in Reports. If a required source isn't connected yet, the button says **Connect …** and takes you to [Integrations](/integrations/overview).

Want a template to run on its own every week? Copy its prompt into a [scheduled task](/agent/schedules).


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