Templates and Custom Templates

Templates give Boost a head start on common grant documents — and you can build your own for the documents you write again and again.

Opening the template bar

1. Go to the Assistant page.
2. Click New Template in the left sidebar.

This opens a bar of template tiles you can choose from, including the built-in templates below and any custom templates you’ve created.

The built-in templates

Each built-in template asks you a short set of questions, then has Boost generate a first draft using your answers together with any grant instructions, project context, documents, and saved answers you’ve already added:

• Grant Proposal — “Generate a Standout Grant Proposal”
• Needs Statement — “Craft a Compelling, Heartfelt Statement of Need”
• Project Abstract — “Unleash your project potential with personalized abstracts!”
• Organizational Background — “Tell Your Nonprofit’s Story”
• Letter of Inquiry — “Kickstart Your Grant Proposal Journey!”
• Budget Narrative — “Write a Persuasive Budget Narrative”
• Letter of Support — “Write a Persuasive Letter of Support”
• SBIR Phase I — “Write an SBIR Phase I Proposal”

There’s also a Rewrite Existing Content template for cleaning up and improving text you already have — see Using the AI Assistant for more on rewriting.

To use one:

1. Click the template’s tile.
2. Fill in the fields it asks for (many will pre-fill with details from your organization’s profile).
3. Submit the form. Boost creates a new conversation and generates your draft there.

Using a built-in template uses a Boost, the same as any other AI writing action.

Building a custom template

If your organization regularly writes a certain type of document, you can build a reusable template for it instead of re-explaining it to Boost every time.

1. Open the template bar and click Create a Template.
2. Under Add instructions, describe what you want Boost to do — this becomes the reusable instructions behind every question in the template.
3. Under Add Questions, type a question into the Enter a question box and click Add. Repeat for each question or section you want the template to generate. Each question you add appears in a list, where you can remove any of them.
4. Click Save.
5. In the Name this template window, give your template a name and click Save again.

Your new custom template now appears as a tile in the template bar, labeled Custom template.

Free accounts can create a limited number of custom templates before needing to upgrade for more.

Running a custom template

1. Open the template bar.
2. Click your custom template’s tile.
3. Confirm you want to run it.

Boost creates a new conversation and generates one response per question in your template, using your saved instructions as context for each. Running a custom template uses one Boost for each question it answers.

Editing or deleting a custom template

1. Open the template bar and find your custom template.
2. Click the three-dot (⋯) menu on its tile.
3. Choose Edit to change its instructions or questions — update the fields and click Save — or choose Delete to remove it permanently (you’ll be asked to confirm).