Just ask Ava in chat!
Sample prompts
"Apply the HOA checklist to this transaction"
"Add the inspection task list"
"Use my closing checklist for this deal"
Ava will find the most relevant template based on your request and the transaction context. She may:
Confirm which template you want if multiple matches are found
Show a preview (template name, task count, key tasks) before applying
Ask clarifying questions (e.g., which party to assign tasks to, preferred due dates)
If no suitable template is found, Ava will offer to show matching templates or let you pick from a list.
During intake
After confirming your transaction details and timeline, you'll see a "Plan your workflow" step where your templates appear. Select which ones to apply and hit "Apply."