Formatting Issues with Create Document From Template Action | Lindy Community

Formatting Issues with Create Document From Template Action

Hey folks! 👋🏻 Question—when using the "Create Document From Template" action, everything works well—however—when it comes to unordered lists, ordered, etc, the formatting does not seem to apply in the Google Doc. I even attempted to convert the markdown into markup and that did not seem to work either. The content shows up, 1:1, and is exactly the same formatting as the agent produces. I've read Liny's Proposal Drafter numerous times, but sadly this document seems to be outdated. Any help or guidance in how I can get formating like bold, lists, and headers to work would be amazing! 🤌🙏🤔

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7 comments

Marvin A.
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Chris! Will check in on this and let you know asap :)) 🙏🏾
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Marvin A.
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Hmm seems to work well for me!
Marvin A.
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Maybe a prompting issue? Lindy should use markdown formatting to make it work

Marvin A.

The prompt from the guide is missing something (will fix that) but still did the job on my end. Here is a second prompt I just tried which worked well (using claude sonnet 3.7):

Using the **Proposal Template** retrieved, create a new **Proposal** by integrating the content provided by the user.  

## Formatting Instructions  

- **Use excessive line breaks** between each section of the Proposal. More is better.  
- **Use Markdown formatting** to structure the document properly.  

### Headings  
Use appropriate heading levels to organize the content:  

# Heading Level 1  
## Heading Level 2  
### Heading Level 3  

### Text Formatting  
- **Bold important text** using `**bold**`  
- *Italicize for emphasis* using `*italic*`  
- ~~Strikethrough text~~ using `~~strikethrough~~`  

### Lists  
Use lists to structure content clearly:  

**Unordered List:**  

- First item  
- Second item  
- Third item  

**Ordered List:**  

1. First step  
2. Second step  
3. Third step  

### Line Breaks (Excessive Spacing)  
- Add **multiple line breaks** between sections to improve readability.  
- Example:  

<p>This is the first paragraph.  </br>

This is the second paragraph.</p>

### Paragraphs  
Wrap paragraphs using `<p>` tags for structure:  

<p>This is the first paragraph.</br>  

This is the second paragraph.</p>  

### Final Expectations  
Ensure that the Proposal is:  
- **Well-structured**  
- **Visually clear**  
- **Highly readable** with proper formatting and excessive spacing.

Might be overkill to explain Markdown to an LLM - but it works :)

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Chris M.
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Marvin A. good to know! So when the content posted into the Google Doc, bullets did in fact work? Guess I need to look closer at what’s going on in my Google Doc but the markdown is there.
Marvin A.
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Ohhhh maybe this helps???
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Chris M.
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Marvin A. good call out! Markdown is enabled—but I think what I know what it could be. I might need to clear the formatting on my variable. I noticed this caused issues in other places so I'll give that a try.
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