Document templates
Tools for drafting memos and other documents in your firm's house style from DealTraq document templates, and saving confirmed feedback to a template.
Document templates capture your firm's house style for documents such as investment memos. Your assistant reads a template's instructions and original examples, gathers the evidence it asks for, and drafts the document in your chat. Templates are set up in DealTraq.
list_document_templates
Read · Cost 2
Lists the ready document templates you can see, with each template's document type, visibility (private or shared with organization members), and active revision.
| Input | Type | Required | Description |
|---|---|---|---|
query | string, up to 200 characters | No | A document type or template name to filter by. |
limit | integer, 1 to 20 | No | Templates per page. Defaults to 20. |
cursor | integer | No | Page position. Set by nextRequest. |
Notes
- Follow
nextRequestuntilcoverage.completeistrue.
Example: Which memo templates do we have?
get_document_generation_kit
Read · Cost 3
Returns one revision of a template as a generation kit: drafting instructions, a section layout, a quality checklist, the DealTraq reads to make for a company, external research questions with a source policy, and read requests for the original example documents.
| Input | Type | Required | Description |
|---|---|---|---|
templateId | UUID | Yes | The template to use. |
companyId | UUID | No | The company the document is about. Adds the DealTraq reads for that company. |
revision | integer | No | A specific revision. Defaults to the active one. |
Notes
- Before drafting, your assistant should open at least one original example
listed under
originalExampleReviewwithread_document_template_example. - External research questions should be answered with cited public sources.
Example: Draft an investment memo for Acme using our IC memo template.
read_document_template_example
Read · Cost 15
Returns one original example document for a template as an embedded file, so your assistant can match its formatting and layout. No storage link is exposed.
| Input | Type | Required | Description |
|---|---|---|---|
templateId | UUID | Yes | The template the example belongs to. |
exampleId | UUID | Yes | The example to open, from the generation kit. |
Example: Show me how the original IC memo example is laid out before you start drafting.
update_document_template_learning
Write — immediate · Cost 10
Saves feedback you have explicitly confirmed should apply to future documents, as a new template revision. Earlier revisions are kept unchanged. Your assistant should not save preferences you have not confirmed.
| Input | Type | Required | Description |
|---|---|---|---|
templateId | UUID | Yes | The template to update. |
expectedRevision | integer | Yes | The active revision your assistant used. The update fails if someone saved a newer one. |
changeSummary | string, up to 1,000 characters | Yes | A short description of what changed. |
lessons | array, 1 to 20 | Yes | Each lesson has a category (STYLE, STRUCTURE, EVIDENCE, CITATION, MISSING_DATA, or GENERAL) and an instruction of up to 500 characters. |
idempotencyKey | UUID | Yes | Stable key for this update. Unlike other write tools, this key must be a UUID. |
Example: From now on, always put the market sizing section before competition in this template. Save that.