Templates Module - Customization

Customizing Template Generation

1. Adjust AI model settings:

   • Go to plugin settings > Templates
   • Select your preferred AI model
   • Adjust max output tokens and other generation parameters

2. Customize the blank template prompt:

   • Modify the default prompt in the settings
   • Tailor it to your specific content generation needs

Creating Custom Templates

You can create your own templates to use with the SystemSculpt AI plugin. Here's how to do it:

1. Navigate to your templates folder:

   • By default, this is set to "Templates" in your Obsidian vault
   • You can change this location in the plugin settings under "Template folder location"

2. Create a new markdown file in this folder (e.g., "meeting-notes.md")

3. Add frontmatter to the top of the file. The frontmatter should be enclosed in triple dashes (---) and include the following fields:

yaml
---
name: Meeting Notes
description: Template for taking structured meeting notes
model: gpt-4
max tokens: 500
tags: meeting, notes, productivity
---

4. Below the frontmatter, add your template content and any AI prompts you want to use.

Here's an example template you can use as a starting point:

markdown
---
name: Project Kickoff Meeting
description: Template for documenting project kickoff meetings
model: gpt-4
max tokens: 800
tags: project, meeting, kickoff
---

# Project Kickoff Meeting: {{project_name}}

Date: {{date}}
Attendees: {{attendees}}

## Agenda

1. Project Overview
2. Goals and Objectives
3. Timeline and Milestones
4. Team Roles and Responsibilities
5. Next Steps

## Notes

[AI Assistant, please help me summarize the key points discussed in each agenda item based on the meeting notes I provide below.]

### 1. Project Overview

### 2. Goals and Objectives

### 3. Timeline and Milestones

### 4. Team Roles and Responsibilities

### 5. Next Steps

## Action Items

[AI Assistant, based on the notes above, please generate a list of action items, including responsible person and due date where applicable.]

- [ ]
- [ ]
- [ ]

## Follow-up Questions

[AI Assistant, please suggest 3-5 follow-up questions or topics that might need clarification based on the meeting notes.]

1.
2.
3.

model

yaml
---
name: Quick Note
description: Template for quick notes and ideas
max tokens: 300
tags: quick, note, idea
---

model

max tokens

Customizing Template Suggestions

1. Set a custom trigger key:

   • Go to plugin settings > Templates
   • Modify the "Template trigger" setting

2. Adjust suggestion behavior:

   • Configure whether to include synced templates in suggestions
   • Set up any exclusion rules for specific templates or folders

Configuring Template Syncing

1. Enable template syncing:

   • Go to plugin settings > Templates
   • Toggle "Enable template syncing"

2. Enter your license key for access to synced templates

3. Customize sync settings:

   • Set sync frequency (default is every 3 hours)
   • Choose whether to include synced templates in suggestions

Setting Up Custom Triggers and Hotkeys

1. Go to Obsidian's Hotkeys settings
2. Search for "SystemSculpt AI" or "Templates"
3. Assign or modify hotkeys for actions like:
   • Opening the blank template modal
   • Triggering template suggestions
   • Manually syncing templates
4. The "Open Blank Template Modal" command can be assigned a custom hotkey for quick access

Note: The blank template modal requires an active note to be open. A notification will appear if you try to use it without an active note.

Advanced Customization

For users comfortable with coding:

• Modify the template file format by adjusting the module's file handling logic
• Implement additional template properties by extending the frontmatter schema
• Create custom commands or buttons for specific template-related actions

Note: Advanced customization may require modifying the plugin's source code and should be done cautiously to maintain compatibility with future updates.

Performance Tuning

1. Optimize template library:

   • Keep templates focused and concise
   • Use subfolders to organize templates efficiently

2. Adjust AI model settings:

   • Lower max tokens for faster generation
   • Use local models when possible for lower latency

3. Fine-tune sync settings:

   • Adjust sync frequency based on your needs
   • Selectively sync only necessary templates

For troubleshooting information and FAQs, please refer to the Troubleshooting document.

Response Handling Options

1. Configure clipboard behavior:

   • Go to plugin settings > Templates
   • Find "Copy response to clipboard" toggle
   • Enable to automatically copy generated content to your clipboard

2. Per-session clipboard control:

   • Use the toggle in the Blank Template Modal
   • Change clipboard behavior without affecting default settings
   • Setting persists only for the current session

Using the Blank Template Modal

When using the Blank Template Modal, you'll now see a "Copy response to clipboard" toggle at the top of the modal. This allows you to:

• Automatically copy the generated content to your clipboard
• Keep the original content in your note
• Easily paste the generated content elsewhere

This is particularly useful when you want to:

• Generate content for use in multiple locations
• Keep a copy of the generated text for reference
• Share the generated content with other applications

The clipboard setting persists between sessions, so you won't need to toggle it each time unless you want to change the behavior.

Template Memory Settings

1. Enable template memory:

   • Go to plugin settings > Templates
   • Toggle "Remember selected template"
   • When enabled, your last selected template will be automatically loaded in the Blank Template Modal

2. The remembered template can be:

   • Overridden by selecting a new template
   • Cleared by disabling the setting