Add a template

Use this page the first time you add a template. You will name it, write the assignment, set a model, and deploy it so people and Jo can select it.

Open the template studio

1. Go to Templates.
2. Click Create New Template.

The studio is a blank assignment. Deploy Template stays disabled until the template has a name and prompt.

Name the template

Click Enter template name and use the language your newsroom already uses.

Good names:

• News Article
• New Product Announcement
• White Paper
• New Hire Announcement

Jo and other users pick from this list. If two templates do similar work, make the difference obvious in the name.

Choose a template type

• Standard Template: The usual choice. Write the assignment in the prompt editor. Use this for articles and most editorial forms.
• HTML Template: Use when the output has to land in a fixed HTML layout.
• Document: Use when the output should become a designed document. This option appears if your organization has document generation. Pick a published document theme. Without one, the template cannot save.

Start with Standard unless you already know you need HTML or a document theme.

Write the assignment

The editor is where you tell the model what to produce every time this template runs. Write it like a standing desk assignment, not a chat message.

Include:

• The story form and audience
• What source material the user or Jo will attach
• What to include and what to leave out
• The voice and length you expect

You can use variables such as {{brand}} or {{source_material}} so the same template can run against different inputs. Standing reference that should stay the same across templates belongs in a knowledge block ({{block_house_voice}}, {{block_taxonomy_tags}}).

Keep the prompt specific enough that two runs with similar sources come back in the same shape. Prompting best practices has assignment examples for newsletters, press-release rewrites, research, products, and new hires. Structure output with XML tags covers wrapping titles, SEO fields, and other attributes so Content Studio and the queue can split them from the body. Use an HTML template when the output has to land in a fixed HTML layout. Recurring chat instructions belong in a blurb, not in the template prompt.

Open Settings

Click Settings in the editor toolbar. The right rail holds the description, model, generation controls, tools, and sharing.

Description

Add a short note about when to use this template. Jo and teammates read this when they are choosing among many options.

Example: “Use for breaking food-policy stories that need a reported article, not a newsletter blurb.”

Model

The model is the writer on the assignment. Pick one that matches the work, then leave it so every run stays consistent.

Auto

Model	Best for
Auto	Let Edisource pick based on daily performance when you do not need a specific vendor

Google

Model	Best for
Gemini 3.7 Flash	Fast everyday pieces and tool-using assignments. The usual first choice
Gemini 3.6 Flash	High-volume Flash work when you want the prior 3.6 generation
Gemini 3.5 Flash	Fast, lower-cost Flash runs
Gemini 3.5 Flash-Lite	The cheapest, highest-throughput Flash option
Gemini 3 Flash	Fast, straightforward pieces
Gemini Flash Latest	Always follows Google’s current Flash model
Gemini 3 Pro	Longer analysis that needs more judgment
Gemini 3.1 Pro	Complex tasks and critical analysis
Gemini Pro Latest	Always follows Google’s current Pro model
Gemini 2.5 Flash	Older Flash option for simple, high-volume work

Anthropic

Model	Best for
Claude Opus 5	Hard reported or analytical pieces. Can be slower
Claude Sonnet 5	Everyday editorial volume
Claude Fable 5	The heaviest reasoning budget
Claude Opus 4.7	Strong creative and analytical work. Can be slower
Claude Opus 4.6	Complex creative writing
Claude Sonnet 4.6	Complex creative writing, usually faster than Opus
Claude 4.5 Haiku	Quick, simple tasks

OpenAI

Model	Best for
GPT-5.6 Sol	Frontier work that needs the strongest OpenAI model
GPT-5.6 Terra	Balanced everyday editorial work
GPT-5.6 Luna	High-volume, lower-cost runs
GPT-5.5	Advanced reasoning and general editorial work
GPT-5.2	Advanced reasoning and general editorial work

Grok

Model	Best for
Grok 4.6	Long, tool-using assignments that have to stay with a brief
Grok 4	General Grok runs

Meta

Model	Best for
Llama 4 Maverick	Frontier open-weight option

For a first newsroom template, Gemini 3.7 Flash or Auto is enough. Switch to a Pro, Opus, or Sol-class model when the piece needs more judgment than speed.

Temperature and Top P

• Temperature (0–2, default 0.7): lower stays closer to the brief; higher is more inventive.
• Top P (0–1, default 1): lower narrows the word choices.

Keep these stable once a template is in production. Changing them changes the voice.

Tools

Turn on only what the assignment needs:

• Web Search
• Newswire Search (press releases only, or across the web)
• URL Context
• Search CMS
• Organization-defined API tools, if your team has any

A template that should stay inside attached source material should not have web search on.

Access

• Only Me: private draft
• My Team: the usual setting so Jo and colleagues can select it
• Specific Users: limit the audience

Who Can Edit is separate. Access lets people run the template. Edit lets them change the assignment.

Deploy

1. Confirm the name, prompt, and settings.
2. Click Deploy Template.
3. Return to Templates and confirm the new row is in the library.

The template is now selectable. You can attach source material yourself, or let Jo pick it when a Discover finding matches the description.

If you are not ready to publish, Discard Changes returns you to the library without saving.

Next

Prompting best practices covers how to write the assignment. For a Document template, create a theme first, then attach it here.