## 1. Manual ways to create Excel and Sheets templatesBefore you bring in automation or an AI agent, it helps to master the classic ways humans build templates.### A. Create an Excel template from a finished workbook1. Open the workbook you want to reuse.2. Clean it up: - Remove any one-off data (keep only sample rows if helpful). - Lock key formulas and structure.3. Click **File > Save As**.4. Choose a folder you’ll remember (ideally your Custom Office Templates folder).5. In **Save as type**, choose **Excel Template (*.xltx)**.6. Name it clearly, e.g. `RPT_Sales_Pipeline_Monthly.xltx`.7. Click **Save**.On Windows, Excel will usually propose the Custom Office Templates path (for details, see Microsoft’s guide to saving templates: https://support.microsoft.com/en-us/office/save-a-workbook-as-a-template-58c6625a-2c0b-4446-9689-ad8baec39e1e).To use it later:1. Open Excel.2. Click **File > New**.3. Choose **Personal** and double-click your template.### B. Create an Excel template and set your default template folderIf your team lives in templates, set a default folder so they’re easy to find:1. Go to **File > Options > Save**.2. In **Default personal templates location**, paste the path of your shared template folder (e.g. a synced OneDrive/SharePoint folder).3. Click **OK**.4. Save new templates into that folder using **Save As > Excel Template**.Now every template in that folder appears under **File > New > Personal**, giving your whole team a curated template gallery.### C. Create a Google Sheets template manuallyGoogle Sheets doesn’t use a .xltx file, but the pattern is similar: design once, copy many times.1. Open a blank Sheet.2. Design your layout: - Add headers, freeze the top row. - Apply data validation for dropdowns. - Add formulas and conditional formatting.3. Name the file clearly, e.g. `Template – Client Onboarding Tracker`.4. Store it in a shared drive folder your team can access.To reuse it, you have two simple options:- **Make a copy**: **File > Make a copy** and rename for that client or campaign.- Or use the **Template gallery** (if your workspace allows it) by submitting your Sheet as a custom template.Google’s official docs on creating files from templates: https://support.google.com/docs/answer/6000292### D. Build a small library of templatesFor business owners and agencies, think in categories:- Sales: pipeline tracker, outbound sequence tracker, renewal calendar.- Marketing: content calendar, campaign performance, UTM log.- Ops/Finance: invoices, budget vs. actuals, payroll summary.Manually, you create each once in Excel or Google Sheets, store them in predictable folders, and agree as a team: **“Always start from a template, never from a blank file.”**---## 2. No‑code methods using automation toolsOnce the basics are in place, you can stop hunting for templates and let no-code tools do the filing and copying.### A. Auto‑copy a Google Sheets template for each new dealUse tools like Zapier or Make (Integromat) to trigger from your CRM:1. Trigger: "New deal" or "New customer" in HubSpot, Pipedrive, or Salesforce.2. Action: "Copy file" in Google Drive. - Choose your master Google Sheets template. - Name the copy dynamically, e.g. `{{Company}} – Onboarding Tracker`. - Save into the right client folder.3. Optional actions: - Write the Sheet URL back to the CRM record. - Share the file with your account manager.Result: every time sales closes a deal, the onboarding template appears automatically—no one touches Sheets.### B. Auto‑generate Excel files from an Excel templateIf your team is on Microsoft 365:1. Store your `.xltx` templates in a shared SharePoint or OneDrive folder.2. In Power Automate (Flow): - Trigger: new row in a "Deals" Excel table or new item in a SharePoint list. - Action: **Create file** from your template folder (or copy an existing .xlsx template file). - Name the new workbook with dynamic fields (client, month, territory).3. Add a step to email the link to the account owner.This keeps Excel in your stack while removing the repetitive admin around file creation.### C. Use built‑in template galleries as "no‑code" startersDon’t overlook the native galleries:- Excel offers ready-made planners, budgets, invoices, and Gantt charts (see Microsoft’s template library: https://excel.cloud.microsoft/search/templates/).- Google Sheets has calendars, project trackers, and more available in **Template gallery**.You can start from these, customize for your business, then treat your customized version as the "golden" template for future automations.---## 3. Scaling template creation with an AI agentManual and no‑code flows are powerful, but they still assume a human sets up the template logic. An AI agent like Simular can go further: it behaves like a power assistant at the keyboard.### A. Let an AI agent build and save templates end‑to‑endImagine you describe the template in plain language:> "Create a weekly sales dashboard in Excel with a raw data tab, a pivot summary, conditional formatting for deals over $50k, and save it as a template for the Enterprise team."A Simular AI agent can:- Open Excel on your desktop.- Insert the required sheets and headers.- Add formulas, pivots, and conditional formatting.- Click **File > Save As > Excel Template (*.xltx)**.- Save into the correct shared template folder your team uses.**Pros:**- Captures your best-practice logic once without you clicking through every menu.- Works across complex, multi-step UIs where traditional RPA often breaks.**Cons:**- Needs a clear initial brief and a couple of supervised runs.- Best for repeatable patterns (e.g., monthly variants), not one-off experiments.### B. Auto‑generate filled workbooks from templates on demandOnce your template exists, the agent can:- Watch for new entries in your CRM or project tool.- Open Google Sheets or Excel.- Create a new file **from** the right template.- Pre-fill client, date, owner, and region fields.- Drop the link back into your system or email.Compared with no‑code tools, the AI agent can also:- Adjust the template slightly per segment (e.g., extra tab for enterprise clients).- Apply nuanced business rules you describe in natural language.### C. Maintain and evolve templates without manual reworkTemplates age. New KPIs, pricing models, and channels appear.You can:- Ask the agent to open your existing Google Sheets or Excel templates.- Update formulas, visuals, or data validation.- Re-save the updated version while archiving the old one.**Pros:**- Keeps your entire template library in sync with how the business actually runs.- Reduces "shadow templates" where teams secretly fork their own versions.**Cons:**- You still need governance: naming conventions, review steps, and access control.By combining manual craftsmanship, no-code triggers, and an AI agent like Simular to operate Excel and Google Sheets directly, you turn templates into a living system—always current, always ready, and created without burning your team’s attention on admin.

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