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Create Cost Assistant Template In ReadyTeam

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Quick guidde​

This demo showcases how to create a Cost Assistant template within Readyteam.

Go to app.readyteam.ai​

1. Select User Section​

Click the user section to begin configuring your settings.

Select User Section

2. Open System Settings​

Access the System Setting menu to manage application configurations.

Open System Settings

3. Navigate to Template Setup​

Go to Template Setup to manage and create new templates for your workflows.

Navigate to Template Setup

4. Access Cost Assistant Section​

Click on Cost Assistant to focus on cost-related template options.

Access Cost Assistant Section

5. Open Template Options​

Select Template to view and manage existing cost assistant templates.

Open Template Options

6. Enter Template Name​

Click the Template Name field to specify the name of your new template.

Enter Template Name

7. Enter Description​

Enter Description of new template.

Enter Description

8. You can also use AI to Generate Description​

You can take help of ReadyTeam AI feature to generate the template description for you.

You can also use AI to Generate Description

9. Provide the Template Context​

Provide the template context for which you want to generate the description.

Provide the Template Context

10. Click "AI"​

Click "AI" to generate template description.

Click 'AI'

11. Add New Template​

Click Add to save and finalize your new Cost Assistant template.

Add New Template

This demo demonstrated how to efficiently create a Cost Assistant template in Readyteam, enabling streamlined cost management. Start creating your own templates today to optimize your workflows.