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Documentation Index

Fetch the complete documentation index at: https://docs.vern.so/llms.txt

Use this file to discover all available pages before exploring further.

A template is your target schema — the columns the import agent is trying to fill, plus the rules each one has to pass.
Template editor

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Create one

Go to Templates and click Create template. Upload a CSV of clean sample data. Vern reads it and drafts:
  • A column for each field, with a name and description.
  • A validation rule for each column.
Review the draft, tighten anything that’s off, and save.

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Rule types

Each column has one of these rules:
  • None — accept any value. Use sparingly; the agent gets less context.
  • AI — does this value match the column’s description? Flexible, good for free-form fields (names, addresses).
  • Strict — must match a pattern or a fixed list (e.g. department names, country codes).
  • Link — must exist in another template’s column. Use for foreign keys (assignee → employee table).
The agent uses descriptions and rules to make smart mapping decisions during import. Better descriptions = fewer clarifying questions.

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Manual edits stay manual

If you hand-edit a validation rule, Vern won’t overwrite it when you next edit the description or re-generate the template. The system treats your manual rule as the source of truth.

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Use them

Templates plug into:
  • Workbook sheets — every sheet has one template assigned. That’s what the import agent maps to and what’s validated against.
  • The Create-Company API — pass template_ids to control which sheets a new company starts with.

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