How it works Capabilities Methods Workflows Why MCP FAQ Book a demo
Built-in prompt

Template to tailored project

Start from a proven template and extend it to fit a new client's documents.

4steps 1human checkpoint 12Apropo methods
← All workflows

For: Teams with repeatable project types

Teams keep good templates, but adapting one to a new set of requirements still means copying and re-typing.

You sayCreate a project from our mobile app template and adapt it to these requirements.

Run the MCP prompt workflow_create_project_from_template, or just describe the goal: an agent can load the same steps with apropo_get_workflow.

  1. Pick workspace and template

    The agent lists workspaces and searches templates. If the template does not exist it stops instead of guessing.

  2. Create the project

    It creates the project as a copy of the template.

  3. Human decision

    Choose how to adapt

    You choose: Strategy B (default) adds new scope next to the template without duplicates. Strategy A replaces the copied structure and needs your explicit confirmation.

  4. Verify and share

    It reads the final tree, checks that every required node exists and returns the links.

What you get

A project that keeps the template's proven estimates and adds only the scope that is new.

Built-in safeguards

  • Strategy A deletes nodes only after explicit confirmation, one at a time.
  • Every change is read-before-write with the latest lock_version.

Want to see this run on
your own brief?

Book a demo and we will run this workflow live with your tools, with a person approving every step that matters.