TemplatesAI Generation

AI-Powered Template Creation

Describe what you need, and WorkOnward Reach’s AI writes a production-ready email template in seconds. Powered by advanced AI, the template generator creates structured, brand-consistent emails from a simple brief.


How it works

  1. You provide a brief describing your email goal
  2. AI generates a complete template with subject line, body structure, and content
  3. You review, edit, and refine until it’s perfect

Create an AI-generated template

Step by step

  1. Navigate to Outreach > Templates
  2. Click New Template
  3. Click Generate with AI (or open the AI panel in Template Studio)
  4. Fill in the brief:
FieldDescriptionExample
GoalWhat should the email achieve?”Book a demo call”
Product summaryWhat are you selling?”AI-powered analytics platform for e-commerce”
AudienceWho is receiving this?”E-commerce founders and marketing directors”
Call to actionWhat should they do?”Schedule a 15-minute demo”
ToneHow should it sound?”Professional but friendly”
LayoutEmail structure preference”Short and punchy” or “Detailed with sections”
  1. Click Generate
  2. Review the generated template in the editor

Refine with AI

Not quite right? Use the AI refinement tools:

  • Refine — Ask AI to adjust the tone, length, or focus
  • Apply instruction — Give a specific instruction to modify a section (e.g., “Make the opening more personal”)
  • Chat — Have a multi-turn conversation with AI to iterate on the template

AI respects your brand. If you’ve configured a brand voice in Settings, AI-generated content automatically matches your brand’s tone and style.


AI generates subject lines too

Along with the email body, AI creates:

  • A primary subject line
  • Subject line variants — Alternative options to choose from or A/B test

Brand context

AI uses your workspace settings to maintain brand consistency:

  • Brand voice — Your configured voice description
  • Colors and fonts — From your brand defaults
  • Logo — Included in template headers automatically

Tips

  • Be specific in your brief — “Book a demo with VP-level SaaS buyers” produces better results than “Get meetings”
  • Iterate with chat — Use the AI chat for back-and-forth refinement
  • Combine AI with manual editing — Let AI create the first draft, then add your personal touch
  • Save successful templates — When AI generates a winner, save it as a reusable template

Next step: Preview and test your template