Jun 22, 2026
Inside Our Template Design Process: From Idea to Download
A behind-the-scenes look at how we create templates that actually work.
Every template starts with a frustration. I spend a week manually tracking something, then realize I can automate it. That's the seed.
Next comes the prototype: a messy Notion page with all the properties I think I need. I use it for a few days, then cut features that don't add value. Less is more.
Finally, I write a setup guide. Not a long document — just the steps to duplicate and customize. We test the template with three beta users before publishing. If they get stuck, we simplify.