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Templates
Templates are the reusable content your podcast runs on: email templates power automated messages to guests, and show-notes templates give every episode's notes a consistent structure.
Find them under Templates in your podcast navigation.
Two Kinds of Templates
| Type | Used by |
|---|---|
| Automations with a send-email step | |
| Show notes | New episodes: pick per-section defaults so notes start pre-structured |
Both kinds support magic tags: placeholders like {guest_first_name} and {episode_title} that fill in real values when the template is used.
Starter Templates
Every new podcast comes with a set of templates, marked with a Starter badge:
| Template | Purpose |
|---|---|
| Guest Booking Confirmed | Confirmation email with the recording details |
| Recording Reminder - 24 Hours | Day-before reminder listing the recording link |
| Episode Published - Guest Notification | "Your episode is live" email with a shareable listen link |
| Standard Show Notes | A sensible default structure for episode show notes |
The three email templates are wired into your starter automations.
When a tag has no value
A tag with nothing behind it renders as nothing. The Recording Reminder lists the link as Meeting Link: {meeting_url}, so a session with no recording link yet simply shows an empty value rather than a button that goes nowhere.
If you want the email to skip a whole section when there's no link, add a Meeting Link condition to the automation in the flow builder and branch on whether it is set.
Make them yours
Starter templates are editable: adjust the tone, add your sign-off, restructure the layout. Your starter automations automatically send whatever the template says. Starter templates also don't count toward your plan's template limit.
The one thing you can't change is a starter template's name. It's how your starter automations, and the restore option, find the template. To get a differently named version, duplicate it and edit the copy.
Create a Template
- On the Templates page, pick the tab for the kind you want: Email Templates or Show Notes
- Click New Template. The editor opens as a drawer beside the page, or as a full-height sheet on a phone
- Give it a name, a subject (or section title, for show notes), and a body
- Insert magic tags with Insert tag to personalize the content, or type
{in the body and keep typing - Click the eye icon to preview it filled in with sample data
- Click Create template. It's immediately available to your automations (email) or episode defaults (show notes)
For show-notes templates, the Where it applies card is where you choose a Section (Shared notes, Host-private notes, or Guest section) and switch on Use as the default for this section, so new episodes pre-fill that section from this template. If another template is already the default there, the editor tells you before you save.
Finding your way around the editor
The editor groups the fields into named cards, so a long form reads as a few subjects rather than a list of labels:
| Card | What's in it |
|---|---|
| Template basics | Name, description and category: how the template is listed and found |
| Where it applies (show notes only) | Section, and whether this is that section's default |
| Subject line / Section title | The one line the template writes, with its own Insert tag |
| Email body / Content template | Rich text or HTML, preview, and (for email) the plain text version |
On a phone, the button directly under the template's name shows which card you're in and jumps between them.
Saving
Nothing is saved until you say so. A bar sits at the bottom of the drawer: on a new template it's there from the start with Create template, and on an existing one it appears as soon as you change something, naming what you changed, with Discard and Save changes. If something required is still missing, the bar says which field and takes you to it.
Plan limits
Templates you create are pooled across your account and capped by your plan. At your limit, New Template and Duplicate open upgrade options instead of the editor. See Plan Limits.
Editing and Deleting
- Editing a template affects every automation that uses it from the next run onward
- Discard in the save bar puts a template back to how it was when you opened it
- A template that's in use by an automation can't be deleted: remove or repoint the automation first
- A show-notes template marked as a section default shows a Default badge with its section name
What's Next?
- Magic Tags: everything you can personalize
- Flow Builder: put your email templates to work
- Show notes: where show-notes templates land on an episode