Build once — write a template with dynamic fields in the Builder tab. Fill in seconds — in the Maker tab, fill the fields (or paste a whole record to auto-fill several at once) and watch the output render live. Send it — copy the result, or launch straight into email, SMS, Slack, Teams, WhatsApp, or a phone call, pre-filled with the rendered text.
The Home tab
Your dashboard: stats, recents, pinned, and sets
Home is the tab you land on — a dashboard for the workspace, not another place to write templates. It surfaces what you actually reach for: stats, what you opened recently, what you starred, and every template set you have, all in one glance.
Stats
Quick actions
Pinned & Jump back in
Template sets & Groups
A search box at the top searches across every template in every set at once — by title, group, or content — and opens the result directly.
The Maker tab
Fill in a template, get finished output
The day-to-day screen. Pick a template on the left, fill in the middle form, and the Output panel on the right renders the finished text live as you type.
- Live search across every template’s title and body, with a hover preview of the filled output before you even click it.
- Smart inputs per field — phone numbers auto-format as you type, dates get a picker, dropdowns get a select, and paste-boxes accept a whole pasted record.
- Insert renders the template; Insert & Copy renders and copies in one click. Every field also has its own copy button.
- Undo/redo with a 200-step history on Pro (10 steps on the Free plan) covering form values, output, and checklist state.
- Reset Form is double-guarded — press once to arm it, Enter to confirm — so a stray click never wipes a half-filled form.
- Templates marked for spreadsheet output get a Grid/Text toggle, previewing delimited output as an actual table.
The Builder tab
Where templates get written
Write the template body like a document. Type # or {{ anywhere to insert a variable chip, or drop in another saved template by reference.
- Formatting toolbar: bold, italic, underline, strikethrough, highlight, case transforms, bullet/numbered lists, plus Clear Formatting.
- Click-to-Copy Mode: makes the rendered output copy itself the instant it’s clicked in Maker — no separate Copy button needed.
- One-click send actions: wire a template to Email, SMS, Slack, MS Teams, WhatsApp, RingCentral, or a phone call — with its own recipient, CC, and subject.
- Spreadsheet mode: marks a template’s output as delimited columns, with a live column ruler above the editor.
- Save (Cmd/Ctrl+S), Duplicate, copy the raw template, delete, and multi-select bulk actions across templates.
- Group tabs organize templates into categories along the top, drag-reorderable.
Variable types
Six kinds of fillable fields
Every dynamic field in a template is a variable — configured once in the Builder and reused across any template in the set. Tempified supports six specialized variable types tailored for different data inputs, transforms, and automations.
Shared Variable Library
Every variable your team creates is saved into the active set’s shared library. Updating a variable’s formatting rules or options immediately reflects across every template referencing it.
Text Variables
Used for names, IDs, notes, and custom messages. Text variables support rich transformations and formatting rules that apply automatically when the output is rendered.
- ✓Casing Transforms: UPPERCASE, lowercase, or Title Case auto-formatting.
- ✓Multiline & Lists: Preserve line breaks, convert to bulleted lists (
•), or numbered lists. - ✓Phone & Custom Prefix: Auto-format phone numbers and prepend fixed prefixes like
$,#, orhttps://.
Dropdown Variables
Ensures consistent phrasing across your team by providing a pre-approved list of choices (priority levels, resolution codes, refund reasons, escalation tiers).
- ✓Searchable Picker: Type ahead in Maker to quickly filter through large option lists.
- ✓Default Options: Pre-select the most common choice so standard replies require zero clicks.
- ✓Dynamic Extractor Matching: Extractor rules can dynamically pick the matching dropdown option from pasted text.
Date & Time Variables
Unified date and time inputs with calendar pickers, relative offsets, and customizable display patterns.
- ✓Default to Today / Now: Automatically sets today’s date or current time on new template loads.
- ✓Format Templates: Standardize on ISO (
YYYY-MM-DD), US (MM/DD/YYYY), or conversational (MMMM D, YYYY). - ✓Natural Language Paste: Paste date strings from external tools and Tempified parses them automatically.
Text Extractor Variables
A single paste field that automatically finds and extracts multiple fields from freeform text, emails, CRM tickets, and error logs using taught anchor rules.
- ✓Multi-Variable Population: One paste populates customer names, order numbers, amounts, and dates at once.
- ✓Start & Stop Rules: Grab the text right after a label (e.g.
Order ID:) up to the end of the line or a chosen stopping point.
Excel / Grid Variables
Map spreadsheet cell coordinates (e.g. A1, B1, C2) directly to your template fields using a visual grid picker.
- ✓Direct Copy-Paste: Copy any row or table from Excel, Google Sheets, or Airtable and paste directly.
- ✓Visual Cell Mapper: Point and click on spreadsheet cells in the visual preview to link them to variables.
Device Name Variables
A read-only signature variable that automatically resolves to the authenticated workstation name or agent identity assigned to the device.
- ✓Zero-Typing Signatures: Team members never have to retype their name or agent ID in closing signatures.
- ✓Fleet Governance: Automatically synced from Fleet Admin device approval metadata.
Auto-fill from pasted text
Paste a record, fill several fields at once
Tempified offers two powerful auto-fill extraction methods: Text / Label Parsing (for freeform emails, tickets, and CRM records) and Excel / Spreadsheet Grid Extraction (for tabular copy-pastes). Both populate multiple template fields in a single motion.
1. Text / Label Parser (Visual Rule Mapper)
Label-Based ExtractionInstead of writing matching rules by hand, paste a real example of the text you’ll be extracting from and drag-select the value you want. The tool figures out the label to look for and where the value ends.
Blue = the label being searched for. Green = the value it captures. The dashed line connects them to the same rule.
Paste a sample record
Drop in one real example — a CRM ticket, email notification, or form submission.
Drag-select a target value
Highlight any word or phrase. Tempified auto-detects the label before it and where it ends.
Assign to a variable
Choose which template field should be filled by the captured value.
Live preview verification
The “Will capture” indicator validates that the extracted text matches formatting expectations.
2. Excel / Spreadsheet Grid Extractor (Visual Grid Picker)
Spreadsheet Grid MappingWhen dealing with Google Sheets, Excel tables, or Airtable exports, copy the row and paste it directly. Tempified reads specific cell coordinates (e.g. B1, C1, D1) using the visual point-and-click cell picker with mandatory variable assignment.
Select a coordinate (e.g. B1), open the Assign to Variable dropdown to link your target field, and apply. The button remains locked until a valid variable is assigned.
Click target cell coordinate
Click any cell on the interactive matrix (e.g. B1, C1, D1) or type the coordinate into the Formula Box.
Assign to Variable dropdown
Choose which template field should receive this cell’s value from the dropdown list. Mapping cannot be applied without an assigned variable.
Apply and map multiple cells
Click “Apply Cell” to save the mapping. Add rows for every spreadsheet column your team needs in the final message.
1-Paste Spreadsheet Auto-fill
In Maker, paste any copied row from Excel or Google Sheets — every mapped field populates instantaneously.
Groups & checklists
For templates that repeat or branch
Checklist Sentences
Mark any sentence as a checklist item in the Builder. In Maker, it becomes an interactive toggle pill — click to include or exclude that line from the finished output, with live real-time preview before you commit.
- ✓Dynamic inclusion: Unchecked items are stripped cleanly without leaving blank gaps.
- ✓List-item support: Works on standard body text, bullet lists, and numbered action items.
Repeatable Groups
Wrap any section of your template in a group block. In Maker, it transforms into an “Add another entry” card — each click appends a fresh instance, each removable on its own.
- ✓Multi-item entries: Perfect for order line items, multiple stakeholders, and incident steps.
- ✓Independent removal: Delete individual appended entries without affecting the base template.
Organizing your templates
Sets, categories, and ready-made presets
- Template sets are independent collections of templates and variables — keep a separate set per client, project, or workflow.
- New Set, Clone, Delete, reorder, and switch the active set from the sidebar dropdown.
- Export a set (or all sets) to a portable JSON file; Import one back in anytime.
- Category tabs and full-text search keep a large set easy to navigate.
- The Presets library ships 16 ready-to-use templates across 5 categories: Customer Support, Sales & Outreach, HR & Operations, Technical & Engineering, and Incident Management.
- Each preset imports in one click, complete with its own pre-built fields and variables.
- A good starting point for a brand-new set, or for ideas on how to structure your own workspace.
Sending your output
Copy it, or launch straight into email or chat
- One-Click Send Buttons: Templates configured with Email, SMS, WhatsApp, Slack, MS Teams, RingCentral, or Phone Call show a dedicated launch button in the Output toolbar that copies the rendered text and opens the target application instantly.
- Rich & Plain Text Copy: Click Copy to copy the fully formatted HTML and markdown output to your clipboard with one click, ready to paste into any editor.
- Per-Field Quick Copy: Hover over any variable input in the Details panel to copy its clean formatted value individually.
- Editable Output Canvas: Make quick manual adjustments directly inside the live Output editor before sending, without modifying your base template structure.
Works offline
Install it, use it without a connection
Tempified is built from the ground up to run on your own device and work offline. Unlike traditional cloud apps that freeze or fail when your internet drops, Tempified fills templates, parses pasted text, and saves your work directly in your browser — keeping your workflow 100% functional on airplanes, remote job sites, or during unexpected internet outages.
Your templates, variables, preset libraries, and form entries are stored on your own device, in your browser's built-in storage. Every edit is saved instantly, with no waiting on a remote database.
After your first visit, the whole app — screens, fonts, icons, and features — is kept on your device. It opens instantly with no network delay, even with your Wi-Fi completely turned off.
Install Tempified straight from Chrome, Edge, Safari, or Brave as a standalone desktop window on macOS, Windows, and Linux — complete with native dock/taskbar shortcuts and distraction-free framing.
Text parsing and template filling run entirely on your device, so confidential customer records, patient data, billing details, and internal notes are never sent anywhere to be processed. On the Free plan nothing leaves your browser at all; Pro cloud backup can be turned on and end-to-end encrypted, so we only ever store a scrambled copy we can't read.
How to Install Tempified for Offline Use
Installable AppClick the Install Tempified icon in the address bar (or Menu → Install Tempified).
Click the App available icon in the URL bar → click Install.
Click Share → select Add to Dock (macOS Sonoma+) or Add to Home Screen (iOS).
What works while offline?
- Full Maker & Builder: Create, edit, clone, delete, and organize all templates and variables.
- Auto-Fill & Text Parsing: Paste Excel rows and customer data — extractors run 100% on your device.
- Repeatable Groups & Checklists: Add/remove repeated sections and toggle interactive sentences freely.
- Export & Import: Download a complete workspace backup file, or load template files, offline.
- History & Undo/Redo: Step back and forward through every change to your entries and results.
- Auto Team Re-sync: Team computers automatically reconnect and pick up shared updates when the internet returns.
Settings & appearance
Device name, theme, accent color, and billing
Settings holds everything about how Tempified looks and identifies this device — open it from the gear icon in the menu (tap the hamburger icon, top left). A light/dark toggle also lives directly in the menu bar itself, for a one-tap switch without opening Settings at all.
Names this workstation. It auto-fills the Device Name field in templates that use one, and on Team Fleet it's the name your admin sees in the device list — renaming here updates that record too.
Your email, plan, and how long you've been a member — a quick at-a-glance summary of who's signed in on this device.
Add this device's Face ID, Touch ID, Windows Hello, or a security key as a passkey, so signing back in next time is a tap instead of typing a code.
Shows your current plan, price, and renewal date, plus every feature your Pro account unlocks. Manage your payment method and invoices, or cancel/reactivate auto-renew, all from the same panel.
One tap to lock your cloud backup to a key only you hold. Full walkthrough in End-to-end encryption below.
Switch themes from Settings, or with the sun/moon icon in the menu bar. The choice is saved to this device and applies everywhere — Home, Maker, and Builder.
Pick from built-in presets, or open the custom color picker to choose any hex value — buttons, the header, and highlights update live while you drag. Save as many custom colors as you like and switch between them; each is remembered for next time you sign in.
End-to-end encryption
Lock your cloud backup to a key only you hold
On the Pro plan, your templates sync to the cloud so they follow you between devices. By default that copy is encrypted while it travels and while it's stored, but Tempified can still read it. Turn on end-to-end encryption and that changes: your templates are scrambled on your device before they leave it, and we only ever store a scrambled copy we can't open.
Before — choosing a method
After — turned on
Open Settings → End-to-end encryption
It sits between Subscription and Appearance. Available on any active Pro account.
Pick how you'll unlock it
Use your passkey — Face ID, Touch ID, Windows Hello or a security key. Unlocking is a biometric tap, no passphrase to remember. Or choose a passphrase instead.
Save your recovery code
A one-time code is shown once. It is the only way back in if you lose your passkey or forget your passphrase — store it somewhere safe. We cannot show it again or reset it for you.
That's it
From that point on, everything synced is scrambled. Add more devices by setting up each one’s passkey, or by entering your passphrase or recovery code there once.
- We hold no keys. The passphrase and passkey secret never reach our servers. If you lose every unlock method and the recovery code, the cloud copy can't be recovered — that is the whole point: only you can open it.
- Our support team can't read your templates. They can still help with billing and account questions, but they have no way to open your encrypted workspace.
- Local templates stay usable. Encryption applies to the cloud backup. On a device you're signed into, unlock once and it stays unlocked until you sign out (or an optional auto-lock timer fires).
- You can turn it back off. Disabling re-uploads a readable copy so the account keeps working on devices that never held the key.
- Team Fleet is different. A Fleet workspace is managed by your own team and is readable by that workspace by design, so it is not end-to-end encrypted.
Full details on how your data stays private are on the Privacy & Security page.
Plans & pricing
Starter, Pro, and Team compared
Choose the individual plan that fits your personal workflow — from a 100% free, on-device standalone tool to power-user Excel extraction and multi-device cloud backup. (For multi-user team workspaces, see the Team Fleet documentation.)
Free Forever
Ideal for individual test drives, quick daily snippets, customer replies, and 100% on-device private local use.
- Unlimited local templates, variables & dynamic sets
- Standard Text, Date, Dropdowns & Dynamic Checklists
- Runs 100% on your device and works offline (no cloud required)
- 1-Click Copy with clean formatting output
- Standard JSON file backup import and export
Pro Membership
Built for professional Virtual Assistants, customer support agents, and freelancers who need Excel paste & continuous multi-device sync.
- Everything in Starter included
- Excel / Spreadsheet Grid Extractor (1-click visual cell mapping)
- Smart Text & Label Auto-Extractor (pulls fields straight from pasted text)
- Cloud Backup & Multi-Device Sync — with optional end-to-end encryption
- 200-Step Undo / Redo Timeline for state rollback
- 2 Device Slots with instant self-service swapping
Feature Comparison: Starter vs Pro
| Feature / Capability | Starter (Free) | Pro Plan |
|---|---|---|
| Custom Template Limit | Unlimited (Local) | Unlimited + Cloud Sync |
| Dynamic Variable Fields | Unlimited | Unlimited |
| Template Sets & 16 Presets | Local Sets Included | Unlimited Sets + Cloud Sync |
| Excel / Spreadsheet Grid Extractor | — | Included |
| Smart Text & Label Extractor | — | Included |
| Multi-Device Encrypted Cloud Sync | On your device only | Encrypted Cloud Sync |
| 200-Step Undo/Redo Timeline | — | Included |
| Device Licensing | 1 Device (Local) | 2 Devices (Self-Service Swap) |
On the Team Fleet plan, your members use this same app — but they sign in through a join link instead of creating their own account, and their template sets are pushed to them centrally. The Team Fleet documentation covers the member sign-in flow (device approval or email code) and the Fleet Admin console for managing seats, devices, permissions, and shared templates.