Templates
Any doc can be a template. Open the doc's Info panel and turn on its Template property. The doc gets a Template badge next to its title.
To start a new doc from one, click Template in the Spaces sidebar and pick it. The picker lists the docs in the space that are marked as templates.
Built-in templates
Agent Serve also ships six built-in templates: Meeting notes, Project brief, Weekly update, Decision record, Retrospective, and Agent runbook.
Built-in templates are available through Chat and the API, not the in-app picker. In Chat, ask for the kind of doc you want — for example "Draft a meeting notes doc for today" — and Chat creates it for you. Through the API, list them with GET /api/workspaces/{id}/spaces/templates and create a doc with templateId: "builtin:<id>". The in-app picker only shows docs marked as templates.
Import
Click Import in the sidebar, or choose Import from a doc's ⋯ menu.
Supported formats:
- Markdown files (.md)
- Markdown with media files (.zip) — Markdown with its images in one archive
- HTML
The dialog lists other formats as well, several marked Experimental. Use Markdown or HTML for the most reliable results. Imported text is turned into normal blocks — headings, lists, tables, code, and so on — and each import saves a version in the doc's history.
Through the API, POST /api/workspaces/{id}/spaces/{spaceId}/import accepts Markdown or HTML up to 2,000,000 characters.
Export
Open a doc's ⋯ menu and choose Export:
| Option | What you get |
|---|---|
| Export to HTML | An .html file |
| Export to PNG | An image of the doc |
| Export to Markdown | A .md file |
| Copy as Markdown | The doc as Markdown on your clipboard |
| Your browser's print dialog. Choose Save as PDF to get a PDF. |
The Share menu also has an Export tab with the same choices. Through the API, GET /api/workspaces/{id}/spaces/{spaceId}/docs/{docId}/export?format=markdown (or html) returns the file.