Roxels/ docs

Create a template from a video

Roxels can turn a recorded walkthrough — a tutorial, an onboarding call, a training video — into a working template. Upload a video file and the platform generates the goals, the system instructions, and an attached Standard Operating Procedure (SOP) automatically.

When to use this

If you have an existing recording of a process you'd like an AI to guide users through later — a SaaS onboarding tour, an internal training, a "how to file a claim" walkthrough — start here instead of building the template from scratch. The output is a normal Roxels template; you can edit the goals, swap data sources, attach skills, all the same way you would for any template.

How to start

  1. Open Templates in the dashboard.
  2. Click Create from Video (next to Create with AI and New Template).
  3. Upload a file — drag a video in or click to pick one. Up to 2 GB. MP4, MOV, MKV, and WebM all work.
  4. Optionally name the template and toggle whether to run eval scenarios after generation completes.
  5. Hit Start generation.

YouTube URLs aren't currently supported as a direct source — recent changes to YouTube's anti-bot policies made server-side downloads unreliable. If you have a YouTube video you'd like to turn into a template, download it locally first (e.g. with yt-dlp on your laptop) and then upload the file here.

You'll be taken to your new template's page, which shows a live progress view: which step is running now, what's already finished, an ETA, and the running cost. You can close the tab — generation continues in the background. Re-opening the template from the Templates list re-opens the progress view as long as it's still generating; when generation finishes, the same URL renders the normal template detail.

What the platform does

Generation typically takes 20–40 minutes for a 30–60 minute video and runs in three phases:

  1. Source preparation — download, audio extraction, transcription with diarization, frame sampling, speaker identification. (~3–5 min)
  2. Synthesis — phase outlining, fact extraction, per-phase detail writing, AI-feasibility analysis, session-split recommendation, assembly into a single SOP document. (~10–25 min)
  3. Template population — the placeholder template's goals + system instructions are written in, the SOP is uploaded as a searchable attachment, and (if you chose) eval scenarios run. (~3–5 min)

Each step's progress is reflected live on the progress page. When everything finishes, your template flips to active and is immediately joinable like any other template.

Cost

Generation cost is billed to Roxels' shared transcription + LLM accounts. Typical cost is $2–$5 per video, dominated by the synthesis phase. There's a per-job hard cap (configurable) so a runaway job can't blow through your budget.

Limits

  • Upload only for now — YouTube URLs are temporarily disabled (see note above). Download the video to your laptop and upload the file instead.
  • 2 GB upload cap — covers ~60 minutes of 1080p / ~3 hours of 720p.
  • One in-flight job per template — kicking off a second video against the same template isn't possible; it would conflict with the in-progress synthesis.
  • English / multi-language — transcription supports many languages; the synthesis prompts are tuned for English content but work reasonably for major Romance and Germanic languages.

What happens if it fails

If a step fails, the template flips to a failed state and the progress page shows a friendly explanation of what went wrong. Common reasons:

  • no_audio_track — the uploaded video has no audio. We rely on the spoken narration to extract steps; re-record (or re-export) with the microphone enabled and upload again.
  • unreadable_video — the file couldn't be parsed by ffmpeg (truncated upload, wrong format). Try re-exporting as MP4 and uploading again.
  • cost_ceiling_exceeded — the job's running cost crossed the configured per-job cap.
  • worker_died — the background process stopped responding mid-run. Retry, and if it happens twice in a row, get in touch.

Failed templates can be deleted from the list. Re-submit the same source via the form to start fresh.

Cancellation

Click Cancel on the progress page while a job is in flight. The current step finishes (cancelling mid-step would waste the API spend already incurred), then the job ends in a cancelled state.