🧩 Smart Template

Complete documents,
generated by
intelligent workflows.

Choose a template, answer a guided questionnaire, and AI generates a professional document enriched by web data, your data and your brand identity.

Enrichment sources
🎤Brand VoiceActive
📚RAG — Knowledge base
🌐Web Search
🔍DeepSearch (59+ databases)
📎Import documents
How it works

3 steps, a professional document.

1

Choose a template

Financial analysis, CV, fitness program, outreach email, legal analysis…

2

Answer the questionnaire

Questions adapted to the template. Enable web, RAG, DeepSearch to enrich the result.

3

Generated document

A complete, structured, enriched document. Edit it in the éditeur and export.

Preview

An intelligent questionnaire, a professional document.

oupi
Smart Template
📊 Analyse financière
📊

Company financial analysis

Ratios, charts, sector comparisons, recommendations

Question 6 of 8

Company name

TechVision SAS

Industry

SaaS / B2B Software

Annual revenue

2,4M€ (2025)

6 Analysis objectives

Enrichment sources

🌐 Web ✓ 🔍 DeepSearch ✓ 📚 RAG 🎤 Brand Voice ✓ 📎 Docs
Next question → ← Back
Document preview Real-time

Financial Analysis

TechVision SAS — SaaS B2B

1. Executive summary

2. Financial ratios

18.4%

Growth

3.2x

LTV/CAC

112%

NRR

3. Sector comparison

TechVision
Median
Top 25%

4. Recommendations

C
Claude Sonnet
Open in editor .docx .pdf
Enrichment

6 data sources for unique documents.

🎤

Brand Voice

Your documents retain your personality, tone and vocabulary. AI adapts to your brand identity.

📚

RAG

Connect your knowledge base. AI draws from your own data to enrich every document. Learn more →

🌐

Web Search

Google and Perplexity integration to search for updated data directly in your documents.

🔍

DeepSearch

59+ professional databases: news, prospecting, legal, patents, research, education, finance.

📎

Import documents

Import PDF, Word, PowerPoint or HTML. AI analyzes and integrates relevant content into your document.

✏️

Editing & Export

Every document is editable in the AI editor. Export to Word, PDF, Markdown, HTML.

Templates

Dozens of templates, for every need.

📊

Financial analysis

Ratios, charts, sector comparisons, strategic recommendations.

📝

Professional CV

ATS-optimized, industry-adapted, enriched by your Brand Voice.

🏋️

Fitness program

Multi-week, detailed exercises, personalized nutrition.

✉️

Email writing

Prospecting, follow-up, client response, reminder — context-adapted tone.

⚖️

Legal analysis

Legal references, case law, legal document import.

📑

Document analysis

Upload your docs, AI produces a structured and actionable synthesis.

Professional documents, in a few clicks.

Smart templates, multiple enrichment sources, advanced editing. Free to get started.

Try Smart Template Contact us