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Masters

Masters are reusable document templates that let you define the structure and queries of a document once, then generate it repeatedly for different clients, time periods, or any other parameters.

Define a master for your standard monthly QBR once and generate a new instance for any client. The structure and query configuration stay consistent and deterministic.

Masters: a document template with custom parameters on the left, a generated document in the centre, and version history on the right

Access masters

Masters are only available for paid users. Reach out to us at hello@motley.ai to get access.