Outreach Templates
Create reusable AI prompt templates for consistent content generation
Templates in Outreach are reusable AI prompt configurations that produce consistent, on-brand content. Define the structure, tone, and format once — then generate variations at scale.
Creating a Template
- Go to Outreach > Templates
- Click New Template
- Define the prompt structure and instructions
- Set the target platform (LinkedIn, X, etc.)
- Configure tone, length, and format preferences
- Save the template
Template Structure
Each template includes:
- Prompt instructions — What the AI should generate (e.g. "Write a thought leadership post about...")
- Platform target — Which social network the content is for
- Tone settings — Professional, casual, inspirational, educational, etc.
- Length guidelines — Short-form, long-form, or specific character limits
- Knowledge base references — Which sources the AI should draw from
- Brand profile — Which brand voice to use
Using Templates
Once created, templates appear in the content generation flow:
- Select a template
- Optionally provide a specific topic or angle
- AI generates content following the template's instructions
- Review the output in your content queue
- Edit, approve, and schedule
Organizing Templates
- By pillar — Align templates to your content pillars for strategic coverage
- By platform — Separate templates for LinkedIn vs. X vs. other channels
- By format — Thought leadership, product updates, industry news, etc.
Best Practices
- Start with 3-5 templates covering your core content pillars
- Include specific instructions about what to avoid (competitor mentions, jargon, etc.)
- Reference your knowledge base sources for factual grounding
- Test templates by generating a few posts before using them at scale
- Iterate on templates based on which generated content your team approves most often