Templates

Reusable output structures for recurring work across departments.

Templates keep Codex outputs stable enough to reuse. Use them for steering updates, variance packs, intake summaries, KPI reviews, and campaign briefs so repeated work does not become prompt archaeology.

How to use templates well

  • Start from the closest template, then remove sections your team will not maintain.
  • Pair templates with one skill that creates the substance and one automation that handles the routine packaging.
  • Keep the output short enough that a real operator will read it before the next meeting.

Cross-functional

project-brief

Frame objective, users, constraints, non-goals, first slice, and acceptance criteria.

weekly-priority-digest

Summarize top priorities, blockers, decisions needed, and owner actions for the week.

meeting-action-log

Capture decisions, owners, due dates, follow-ups, and unresolved questions from meetings.

email-introduction-templates

Reusable introduction email formats for outreach, referrals, and two-person introductions.

weekly-status-report

Package weekly progress, next work, risks, decisions, and milestone movement.

team-meeting-agenda

Structure meeting objectives, pre-work, agenda topics, decisions, and action logs.

Personal Productivity

personal-weekly-planner

Plan weekly outcomes, focus blocks, open loops, commitments, and Friday review notes.

Engineering

release-checklist

Check verification, documentation, rollout path, and rollback readiness before shipping.

Project Management

project-steering-update

Package milestone movement, RAID changes, decisions needed, and executive attention points.

Finance

finance-monthly-variance-pack

Translate actual versus plan movement into drivers, actions, and decisions.

HR

hr-talent-calibration-pack

Structure talent health, succession risk, hiring movement, and development actions.

Legal

legal-contract-intake-summary

Standardize incoming contract requests, missing info, risk notes, and routing path.

Operations

ops-weekly-control-tower

Highlight KPI movement, exceptions, root causes in progress, and owner commitments.

Marketing

marketing-campaign-brief

Align audience, message, channels, launch timing, asset owners, and success measures.

marketing-calendar

Coordinate campaign dates, channels, assets, owners, workback plan, and risks.

Skill Authoring

SKILL-TEMPLATE

CodexKit v2 skill template with required sections, categories, and tier structure.

deep-research-prompt

Master prompt for producing domain research that maps directly into CodexKit skill sections.

gotchas-template

Template for capturing real-world edge cases, symptoms, root causes, workarounds, and status.

Workspaces

See which starter workspace should own each template.

Automations

Wrap recurring templates in low-noise automation recipes.