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A template is a reusable starting point for an analysis. Templates are visible to others in your organization. Creating a notebook from one copies its source into a separate notebook; later template changes do not update that notebook.

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Save a notebook as a template

1

Open the editor

Open the analysis you want to reuse. If it opens on saved results, click Edit notebook when the editing session is available.
2

Open the template dialog

Click Save as Template in the notebook header.
3

Describe the template

Enter a Name and Description that explain its purpose and what another user needs to supply.
4

Choose how to create it

With Generate Template with Agent enabled, the assistant generalizes the notebook, replacing one-off data references and assumptions with reusable setup, and creates a template. Turn it off to copy the current notebook source as-is. Demo accounts do not have the agent option.
5

Create and review

Click Create New Template. For an agent-generated template, wait for the assistant’s response and open the created template link. For a direct copy, use View template in the success notification or open Templates in the sidebar.
Creating a template leaves the original notebook unchanged. Review the template’s data references, parameters, assumptions, and explanations before recommending it to colleagues. An agent-generated template still needs your review.

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Create a notebook from a template

Select New Notebook, then select an organization template. You can also open Templates in the Analysis sidebar and click Use Template on a catalog entry. Replace example inputs with the intended data and review the analysis assumptions. A template provides reusable code, not a guarantee that different growths are comparable.

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Maintain a template

Open the template from Templates. Enter its editor and use Save Changes to save updates. Version switching and editing-session behavior follow the same rules as notebooks. Only the creator can rename or delete the template. In its Settings, use Delete Template to permanently remove it and its version history. Notebooks already created from it are unaffected.