Template Organization

---
name: canned-responses-template-organization
description: 'Sub-skill of canned-responses: Template Organization (+1).'
version: 1.0.0
category: business
type: reference
scripts_exempt: true
---

# Template Organization (+1)

## Template Organization


Templates should be organized by category and maintained in the team's local settings. Each template should include:

1. **Category**: The type of inquiry the template addresses
2. **Template name**: A descriptive identifier
3. **Use case**: When this template is appropriate
4. **Escalation triggers**: When this template should NOT be used
5. **Required variables**: Information that must be customized for each use
6. **Template body**: The response text with variable placeholders
7. **Follow-up actions**: Standard steps after sending the response
8. **Last reviewed date**: When the template was last verified for accuracy


## Template Lifecycle


1. **Creation**: Draft template based on best practices and team input
2. **Review**: Legal team review and approval of template content
3. **Publication**: Add to template library with metadata
4. **Use**: Generate responses using the template
5. **Feedback**: Track when templates are modified during use to identify improvement opportunities
6. **Update**: Revise templates when laws, policies, or best practices change
7. **Retirement**: Archive templates that are no longer applicable